Research Insights

  • Safeguard mechanism 2.0 – A carbon price under the ALP’s tighter baseline scheme

    December 6th, 2018 | Carbon Market Update, Research Insights

    The ALP is expected to announce a plan to tighten the government’s safeguard mechanism framework, requiring Australia’s largest emitting industrial companies to reduce emissions to meet a 45% economy-wide emissions […]

  • Cost and availability of offsetting LNG emissions in Western Australia

    November 28th, 2018 | Carbon Market Update, Research Insights

    Greenhouse gas (GHG) emissions from LNG production in Western Australia are projected to grow to around 30 Mtpa of CO2e  – an increase of approximately 300 percent on 2005 LNG […]

  • Electrifying Victoria: The impact of election policy on wholesale prices

    November 16th, 2018 | Carbon Market Update, Research Insights

    In the absence of a robust federal energy and climate policy framework, Australian states and territories continue to play an important role in shaping Australia’s energy transition. Ahead of the […]

  • UPDATE: The impact of a 26-45% NEG target on electricity prices to 2030

    July 20th, 2018 | Carbon Market Update, Research Insights

    Modelling indicates that increased ambition under the National Energy Guarantee (NEG) will place downward pressure on wholesale electricity prices in the National Electricity Market (NEM) through to 2030. Under the […]

  • UPDATE: Carbon price may double to $35/t in 2030 for industry sector

    July 3rd, 2018 | Carbon Market Update, Research Insights

    With the electricity sector locked into the National Energy Guarantee (NEG), other sectors of the economy will be called on to contribute to Australia’s 2030 target, with high emitting energy, […]

  • UPDATE: Modelling the interaction between the NEG and State RETs

    May 8th, 2018 | Carbon Market Update, Research Insights

    While initial modelling of the NEG has been undertaken for the Energy Security Board, to date, analysis is yet to fully consider the interaction between the proposed policy and state […]

  • INSIGHTS: So what is the current Australian carbon price?

    March 18th, 2018 | Analyst Update, Research Insights

    As the design of the National Energy Guarantee (NEG) passes another milestone, and the seventh Emissions Reduction Fund (ERF) auction draws closer, in this update we take a closer look […]

  • Small ERF auction volumes to open window for high contract prices

    March 17th, 2018 | Carbon Market Update, Research Insights

    The seventh Emissions Reduction Fund (ERF) auction will take place next week (June 6-7), with $265 million remaining in the government’s $2.55bn fund. In line with our previous auction outlook, […]

  • Choose your own baseline – Industrial emissions and the Safeguard Mechanism

    February 16th, 2018 | Carbon Market Update, Research Insights

    IN SHORT: High emitting industrial facilities covered by the ‘safeguard mechanism’ (excluding the generation sector) are projected to drive national emissions growth through to 2030, with companies given flexibility to […]

  • UPDATE: Outlook for ACCU supply and offset prices in Australia through to 2030

    November 13th, 2017 | Carbon Market Update, Research Insights

    As discussion increases over the role of domestic and international carbon credits in Australia, in this update, we present our outlook for supply of Australian carbon credit units (ACCUs) through […]

  • INSIGHTS: Domestic offsets may be $5-10 under NEG – cheaper than international units

    November 13th, 2017 | Insights, Research Insights

    As discussion increases over the role of domestic and international carbon credits in Australia, in this Insights article, we discuss our latest outlook for supply of Australian carbon credit units […]

  • WEBINAR: Outlook for ACCU Supply and Prices in Australia to 2030

    November 13th, 2017 | Research Insights, Webinar

    What is the shape of the local offset market? As discussion increases over the role of domestic and international carbon credits under the NEG and safeguard mechanism, in this webinar, […]