Carbon Market News

Market Updates

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.
News Link
#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.
News Link
#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.
News Link
#Venezuela #OilMarket #Geopolitics #USSanctions #EnergySecurity #CrudeOil #GlobalEnergy

Masdar Wins Landmark PPA to Build Southeast Asia’s Largest Floating Solar Plant in Malaysia

Abu Dhabi Future Energy Company PJSC, Masdar, has entered the Malaysian market with a landmark power purchase agreement to develop a 200MW floating solar photovoltaic project, a move that immediately places the UAE-backed developer at the centre of Southeast Asia’s clean energy buildout. This is the first project under a broader 10GW renewable energy roadmap agreed between Masdar and the Malaysian Investment Development Authority in 2023. The $208 million Chereh Dam project anchors Malaysia’s push toward a 35 percent renewable energy mix by 2030.
News Link
#Malaysia #SoutheastAsia #UAE #FloatingSolar #PPA #CherehDam #RenewableRoadmap #Masdar

Glencore buys majority stake in Dutch fuel company FincoEnergies

Global commodity giant Glencore will take majority ownership of Dutch low-carbon fuel supplier FincoEnergies, marking a strategic move into energy transition markets. The deal strengthens Glencore’s downstream footprint in European transport fuels and biofuels while accelerating consolidation among trading houses seeking physical assets tied to decarbonization. FincoEnergies plans to expand renewable fuels, insetting credits, and low-carbon solutions across road, marine, and broader transport sectors, positioning itself as a key player in Europe’s clean energy shift.
News Link
#Glencore #LowCarbonFuels #Biofuels #DownstreamAssets #Europe #TransportDecarbonization #EnergyTransition

Carbon Herald: CCUS In 2025: An End-Of-Year Review

Carbon capture, utilization and storage (CCUS) moved from concept to deployment in 2025, marking a major inflection point for global climate strategy:
– Commercial scale-up: 77 operating projects, 47 under construction, and tens of millions of tons/year capture capacity now online.
– North America: Private investment surged; U.S. expanded 45Q tax credit, while Canada reached 4.4 mtpa capacity despite uneven public funding.
– Europe: Cross-border transport and storage hubs advanced, with Norway’s Northern Lights issuing first certified CO₂ storage.
– Asia-Pacific: China, India, Thailand, and Gulf states launched national CCUS strategies and pilots.
Momentum sets the stage for broader industrial deployment in 2026.
News Link
#CCUS #CarbonCapture #GlobalScaleUp #CrossBorderTransport #StorageHubs #AsiaPacific #2026Outlook #IndustrialDeployment

BURN Becomes First To Issue Insured CORSIA Cookstove Credits

BURN has become the first developer to issue insured cookstove carbon credits eligible under the aviation sector’s CORSIA compliance system. Gold Standard confirmed 180,000+ credits have been tagged as eligible for Phase 1 of CORSIA. The approval followed completion of all program requirements, including receipt of a host-country letter of authorization, issuance under an approved methodology, and coverage through a carbon insurance policy underwritten by OKA. The approach is emerging as a mechanism to strengthen confidence and unlock additional supply for compliance-grade carbon markets.
News Link
#Cookstoves #CORSIA #Phase1 #GoldStandard #CarbonInsurance #OKA #ComplianceMarket #LOA #BURN

Serious Allegations Prompt Verra to Reject China Projects and Launch Broader Reviews

Multiple carbon projects in China are under scrutiny after allegations of falsified government approval documents. Verra has canceled four issued projects and required developers to replace prior Buffer Pool contributions with market-eligible credits. The registry has also launched enhanced quality reviews on 35 active projects and initiated independent audits of AFULO projects, which previously issued 7.1 million VCUs before withdrawal. Validation and verification bodies (VVBs) must provide evidence confirming original government approvals. These actions highlight Verra’s intensified efforts to safeguard integrity and compliance in global carbon markets.
News Link
#Verra #China #VCU #Integrity #QualityReview #BufferPool #VVB #AFOLU #RegistryAction #Compliance #MarketTransparency

S&P Global Energy Horizons Top Trends 2026

S&P Global Energy warns that AI-driven power demand, geopolitics, and climate pressures are reshaping clean energy markets. Global datacenter electricity demand could surpass 2,200 TWh by 2030, straining grids and challenging corporate sustainability goals. China’s policy shifts have triggered the first annual decline in global solar additions, disrupting supply chains and financing assumptions. Meanwhile, grid modernization emerges as a critical factor for energy security, competitiveness, and the pace of decarbonization worldwide.
News Link
#SPGlobal #EnergyHorizons #AIpowerDemand #GridModernization #SolarSupplyChain #ChinaPolicyShift #Geopolitics #Decarbonization #EnergySecurity

EU approves 90% emissions cut by 2040, boosts carbon credit use to 5%

The EU has approved a 90% emissions reduction target for 2040, allowing up to 5% use of international carbon credits under its climate policy. This decision, after intense negotiations, aims to boost global carbon markets and align with the Paris Agreement’s Article 6. The plan also sets a 66.25%-72.5% reduction range for 2035. While significant for climate ambition, the implementation involves strict criteria and potential flexibility, with some concerns about economic impacts and the actual extent of emissions cuts.
News Link
#EU #ClimatePolicy #CarbonMarket #EmissionsReduction #Article6 #CarbonCredits #Regulation