Carbon Markets

UPDATE: Coalition reaffirms anti-climate stance, but structural support drives decarbonisation investment

Traded volumes remained elevated in the Australian carbon market last week, as ACCU prices retreated from year-to-date highs after meeting familiar resistance at $38/t. On Thursday, the Safeguard Mechanism returned to the political spotlight, with Opposition Leader Angus Taylor reaffirming the Coalition’s intention to repeal the scheme. While policy uncertainty remains a feature of Australia’s low-carbon transition, data indicates that industrial decarbonisation investment remains unaffected, surpassing $8 billion over the past 12-months, or $35.2 billion since 2020.

RepuTex’s Carbon Weekly report breaks down activity in the Australian exchange-traded and OTC carbon markets (spot and derivatives), including recent trends, drivers, and our latest spot and forward pricing benchmarks.

ACCU prices retreat from year-to-date highs as familiar resistance caps $38/t breakout

Total traded volumes across the Australian exchange-traded and over the counter (OTC) carbon markets fell to 635k last week (-135k WoW), above the year-to-date weekly average (556k), but below the same period in 2025 levels (706k May weekly average).

Spot volumes again led overall activity at 535k on the week (-85k WoW), led by Generic No-Avoided Deforestation ACCUs (64%), followed by Generic ACCUs (25%), HIR ACCUs (8%) and Safeguard Mechanism Credits (SMCs) (2%).

Spot prices opened the week firmly, with two

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