A natural consolidation saw ACCU prices retrace last week, unwinding uplift over an extended period of thin liquidity during late December and early January, while in the derivatives market, participants continue to actively reposition for the year ahead.
In this update, we also take a closer look at our modelling for the Productivity Commission, released today, which evaluated the impact of lowering the coverage threshold for the Safeguard Mechanism from 100,000 to 25,000 tonnes of CO₂-e per annum, feeding into the upcoming policy review this year.
RepuTex’s Carbon Weekly report breaks down activity in the Australian exchange-traded and OTC carbon markets (spot and derivatives) over the past week, including key trends and drivers, our latest pricing and benchmarks, and our daily forward curves.
Lowering the Safeguard Mechanism threshold – Our modelling for the Productivity Commission
Per today’s coverage in the Australian Financial Review (Big emitters could ‘fall out’ of key climate policy), In H2 2025, RepuTex was engaged by the Productivity Commission (PC) to support its inquiry into “Investing in cheaper, cleaner energy and the net-zero transformation”, with a specific focus on the future design of the Safeguard Mechanism. Our modelling for the PC was released today.
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