Support established since late February broke on Friday as selling pressure intensified, lifting spot volumes to a weekly high and pushing prices to four-week lows. While prices declined week-on-week, volume-weighted average prices for the 2025 compliance year – concluding tomorrow – lifted, with focus now shifting to key policy and structural anchors that may reshape market liquidity. In this update, we look back at the 2025 compliance year and outline what lies ahead for 2026 – including the possible interaction between the Iran conflict and the 2026-27 policy review.
RepuTex’s Carbon Weekly report breaks down activity in the Australian exchange-traded
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