Market Updates
© Copyright – Welhunt Materials Enterprise Co. Ltd. | Disclaimer/Terms conditions
© Copyright – Welhunt Materials Enterprise Co. Ltd.
Disclaimer/Terms conditions
Market Updates
© Copyright – Welhunt Materials Enterprise Co. Ltd. | Disclaimer/Terms conditions
© Copyright – Welhunt Materials Enterprise Co. Ltd.
Disclaimer/Terms conditions
Carbon-Removal Credits Licensed by EU Get Nasdaq Backing
EU-licensed carbon removal credits are attracting growing investor interest, highlighting rising demand for high-integrity, policy-aligned carbon assets. Nasdaq and Dutch payments provider Adyen are among the buyers of credits from a Stockholm-based project operated by Stockholm Exergi. The facility uses bioenergy with carbon capture and storage (BECCS), converting agricultural and woody residues into energy while capturing and storing CO₂ deep beneath the North Sea, where it mineralizes over time. The development reflects increasing participation from both corporate and financial buyers and signals that EU-aligned removal credits are emerging as a premium segment in carbon markets, with strong implications for future pricing and capital allocation.
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#EU #CarbonRemoval #BECCS #Nasdaq #TBS #ClimeFi
First Major CORSIA Credit Retirement Signals Market Shift, Gold Standard Says
Gold Standard reports the first major retirement of CORSIA-eligible carbon credits, signaling a shift from preparation to active compliance in the aviation sector. The transaction involved the retirement of 180,000 credits by Shell on behalf of Japan Airlines, fulfilling Phase 1 obligations. The credits were sourced from projects in Malawi (biomass conservation) and Tanzania (clean […]
Looming CORSIA Deadline Exposes Gaps In Carbon Credit Supply, BeZero Says
BeZero Carbon warns that the approaching CORSIA compliance deadline is exposing a widening gap between demand and the supply of eligible carbon credits. While airlines are preparing to meet obligations, high-quality supply remains limited. BeZero found that 81% of currently eligible credits are rated “BB” or “B”, indicating a low likelihood of delivering claimed reductions, while only 23% of future supply is expected to reach “BBB” or higher. As compliance demand grows, this imbalance is likely to drive price pressure and complicate procurement strategies.
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#CORSIA #BeZero #Quality #CP1 #TightSupply #ComplianceMarket
The Securities and Exchange Commission of Thailand is driving the adoption of Carbon Credits in the Thai capital market, a key turning point towards a green economy.
Thailand is advancing its carbon market development by integrating climate finance and expanding financial instruments. In addition to supporting low-carbon investments, authorities are moving toward enabling derivatives trading, including carbon futures with potential for physical delivery rather than cash settlement. This marks a significant step in transforming carbon credits into tradable financial assets. By linking financial systems with carbon market infrastructure, Thailand aims to strengthen domestic market liquidity while positioning itself within the broader Southeast Asian carbon economy.
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#ClimateFinance #ThailandCarbonMarket #SoutheastAsia #GreenFinance
Vietnam’s carbon market faces a reality check
Vietnam’s carbon market development faces significant structural challenges despite strong policy ambitions. While the government aims to establish an emissions trading system and attract international investment, gaps in regulatory frameworks, MRV capacity, and institutional experience remain key barriers. Many domestic companies are also unprepared to participate effectively in carbon markets. These limitations raise concerns about the credibility and scalability of carbon credits, particularly in the context of Article 6. The case highlights a broader trend across emerging markets, where high mitigation potential is often constrained by governance and implementation capacity.
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#VietnamCarbonMarket #Article6 #EmergingMarkets #MRV #CarbonPolicy #SoutheastAsia
2026 Could Redefine Voluntary and Compliance Carbon Market Convergence, with Japan Leading the Way
The voluntary carbon market enters 2026 with stronger fundamentals as forward contracting rose 58% to $5.8B and project funding reached $15.8B. Japan’s GX‑ETS (Green Transformation Emissions Trading Scheme) becomes mandatory in April 2026 and could drive 50–60 Mt of annual credit demand, accelerating convergence between compliance and voluntary systems. Across Asia, expanding ETS and tax schemes reshape demand, while tightening supply and rising quality premiums signal a more disciplined, institutional market. If 2025 was about resilience, 2026 may be about alignment. And Japan is leading that shift.
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#Japan #GXETS #CarbonMarket #VCM #ETS #MarketTrend #EnergyTransition
KOKO’s collapse: Corresponding Adjustments, CORSIA and wider implications
KOKO Networks, a leading cookstove project developer with over 1 million customers in Kenya, collapsed after years of waiting for a letter of authorization (LoA) from the Kenyan government. Despite Kenya’s pro-market stance and a World Bank MIGA guarantee, the LoA never materialized, leaving 15 million carbon credits in limbo. This failure highlights significant risks for carbon project developers relying on government authorization and threatens CORSIA’s credit supply ahead of crucial 2027-2028 compliance deadlines.
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#Kenya #CarbonCredits #Cookstoves #Article6 #CORSIA #LoA #CarbonMarketRisks
Bloomberg Integrates Calyx Global Carbon Credit Ratings Into Terminal To Strengthen Carbon Market Transparency
Bloomberg Terminal now integrates Calyx Global’s independent GHG and SDG ratings for carbon credits directly alongside project data, pricing, and market intelligence, enhancing transparency amid regulatory scrutiny on credit integrity. The collaboration equips investors with standardized quality benchmarks to compare credits across registries, types, and geographies, aiding risk management, procurement, and capital allocation in complex voluntary markets. As disclosure rules evolve, this embeds science-backed analysis into financial workflows, potentially driving premium pricing for high-rated credits while differentiating quality in maturing carbon markets.
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#Bloomberg #CalyxGlobal #CarbonRatings #Transparency #VoluntaryCarbonMarket #ESGData
Tesla Reports First-Ever Annual Revenue Drop in 2025, Carbon Credit Sales Also Dip 28%
Tesla reported its first-ever annual revenue decline in 2025, with total revenue falling 3% year-over-year to $94.8 billion, driven by weaker EV deliveries, price cuts, and competition, despite Q4 revenue of $24.9 billion slightly beating expectations. Regulatory carbon credit sales dropped 28% to $2 billion from a 2024 record $2.76 billion, with quarterly volatility: Q1 $595M (-14%), Q2 $439M (-26%), Q3 $417M (-5%), Q4 $542M (+30%). Amid automotive margin pressure, Tesla emphasized diversification into AI (xAI $2B investment), robotaxis (Cybercab), Optimus robots, energy storage (up 27%), and solar, positioning as a tech/energy platform beyond EVs.
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#Tesla #CarbonCredits #EVMarket #Revenue #MarketTrend #CleanEnergy
US accused of seizing Venezuela’s oil as Maduro captured in attacks
Venezuela has accused the US of attempting to seize its strategic oil and mineral resources after large-scale US strikes on Jan. 3, during which President Nicolás Maduro was captured and flown out of the country, according to US President Trump. Venezuelan crude exports had already fallen to 19 million barrels in December from 27.2 million in November as US sanctions enforcement tightened. Despite the political shock, no damage has been reported at oil fields, refineries, or ports, and analysts expect only a marginal, short‑lived impact on Brent prices given ample global supply, though HSFO markets could see some support.
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#Venezuela #OilMarket #Geopolitics #USSanctions #EnergySecurity #CrudeOil #GlobalEnergy