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Offset Scorecard: Modest ARBOC issuance this week; 50k credits transitioned to lower risk CCO-3s

May 28, 2020Created By: Abhilasha Fullonton

A modest 401k credits were issued by ARB this week, a stark contrast to  the previous issuance (see fig. below). A total of 6 projects were issued ARB credits along with reduction of invalidation period for 9 reporting periods, out of which 8 were early action.  The highest issuance of the week went…...

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Exclusive Interview: Graham Noyes on the resilience of the LCFS market amidst COVID-19, and how it’s becoming a dependable revenue stream

May 15, 2020Created By: Abhilasha Fullonton

Key takeaways: ● Forecasted credit deficits contributed to sustained credit purchasing through the impact of COVID-19 on LCFS market. ● Stability of credit prices is very reassuring both for credit generators and investors . ● Potential for linkage opportunities with LCFS in the short-term is unlikely. Expert Profile Graham Noyes…...

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Weekly Commentary: Healthy trading activity as ICE front continues ascent towards auction floor

May 11, 2020Created By: Anant Jain

Total weekly volume increases by 17.5% Week over Week (WoW) Front price closes at $16.42 per metric ton CO2e. V20 Jan 21 at $16.69 breaches the price floor Positive outlook: Increase in net long positions by financial entities and compliance entities CaliforniaCarbon.info, May 11th, 2020: On Friday (8th May), the…...

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Exclusive Interview: Nicholas van Aelstyn discusses Federal case against the Market linkage between California and Quebec

May 11, 2020Created By: Anant Jain

Key Takeaways District Court has rejected the most dangerous claims of the Federal Government against California’s emissions trading program.  Case now likely to progress to the Court of Appeal before November elections, although California remains in the stronger legal position. Federal Government is challenging California’s right to regulate its own…...

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WCI Auction Outlook: Joint Auction 23

May 7, 2020Created By: Anant Jain

Summary of Outlook: Projected reduction in facility emissions due to the lockdown will weaken the demand for allowances to meet the 2021 Triennial surrender obligation. Compliance entities and speculators will enter the advance auction with an intent to bank V23 vintage allowances at COVID 19 prices. The advance auction could…...

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Weekly Commentary: California Carbon Allowance (CCA) prices inch towards the floor as weekly volume dips

May 4, 2020Created By: Anant Jain

Total weekly volume dips by 17% week-on-week. Front prices move up by $0.15 on Tuesday as the front rolls over to May20. V20 May20 Friday EOD: $16.19 per metric ton CO2e Positive outlook: participants show interest in the May20 front and Jun20 post-auction delivery CaliforniaCarbon.info, May 4th, 2020: A total…...

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LCFS Weekly Commentary: LCFS prices resilient amidst plunge in conventional fuels

April 29, 2020Created By: Abhilasha Fullonton

Summary LCFS prices front prices up $0.02 to $USD 192.14/MT despite dramatic fuel price falls. Total traded volumes reach a monthly high of 997,129 MT of contracts. CARB proposed amendments to Alternative Diesel Fuels regulation cause dispute from industry suffering from COVID shock. Weekly Price trends In the last week…...

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Weekly Commentary: CCA market absorbs and then rebounds from oil shock

April 27, 2020Created By: Anant Jain

CaliforniaCarbon.info, April 27th, 2020: A total of 29.78 million California Carbon Allowances (CCAs) traded hands this week at the InterContinental Exchange (ICE). Total traded volumes picked up by 6.27 million tons over last week. Current vintage instruments on average lost $0.34 in Monday’s trading session. This can mostly be attributed…...

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Weekly Commentary: News of OPEC oil cut fails to drive participation; the front continues to linger below the floor

April 20, 2020Created By: Anant Jain

CaliforniaCarbon.info, April 20th, 2020: This week at the InterContinental Exchange (ICE), a total of 23.51 million tons of California Carbon Allowances (CCA) traded hands. The secondary market reacted positively to the news of oil production cuts announced on Sunday, although participation did not soar beyond the 30-million-ton mark. The total…...

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Weekly Commentary: Secondary market prices close higher while participants execute spread trades on the benchmark

April 13, 2020Created By: Anant Jain

CaliforniaCarbon.info, April 13th, 2020: This week at the InterContinental Exchange (ICE), a total of 23,278,000 CCAs changed hands. This was about 28.6% lower from the week before. Out of this week’s total trade, 17,611 contracts or 75.65% were linked with the present vintage V20. The future vintages V21 & V22…...

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Top News

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Weekly Commentary: ICE participation dwindles as Joint Auction approaches

May 18, 2020

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Weekly Commentary: Healthy trading activity as ICE front continues ascent t...

May 11, 2020

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Weekly Commentary: California Carbon Allowance (CCA) prices inch towards th...

May 4, 2020

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Weekly Commentary: CCA market absorbs and then rebounds from oil shock

April 27, 2020

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WCI Auction Outlook: Expectations of Joint Auction 23

May 06, 2020
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Market perceptions that factor in impact of COVID-19 on California's carbon markets

April 21, 2020
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2030 Suppy-Demand and Price Forecast

March 17, 2020