How forest carbon markets reshape optionality, risk profiles, and long‑term value creation across portfolios

Shrinking EUA supply and falling prices are putting the EU ETS under strain. Fastmarkets Carbon explores how policy design led to this and what reforms the EC could implement to balance supply stress with decarbonization goals.

Why automotives are pulling ahead while construction lags behind.

European pulp mills can use carbon capture and storage (CCS) technologies to open a new and unexplored revenue stream, Fastmarkets analysts wrote in a new report, CCS Revenue Case for European Pulp Mills.

Where the next decade of low-emission flat steel demand is coming from

The Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA) market has continued to digest the collapse of cookstove project developer Koko Networks at the end of January following the Kenyan government’s refusal to grant the project a letter of authorization (LoA) and the implications of this for supply going forward.

China has indicated plans to expand the coverage of its national carbon market and to establish a national low-carbon transition fund as part of its economic policy agenda for 2026, according to the government’s annual work report delivered at the National People’s Congress on Thursday March 5.

How Europe’s green steel production competes with the rest of the world

The International Civil Aviation Organization (ICAO), the governing body for Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), invited emissions unit programs to apply for its Technical Advisory Body (TAB) 2026 assessment cycle from February 9 to March 9. During this assessment cycle, the TAB will make a recommendation on a program’s eligibility under the first part of CORSIA’s second (mandatory) phase, which will run for the 2027-2029 compliance period.

European allowances have steadily dropped in recent days amid wide uncertainty in the emissions trading market, defying a sharp spike in Dutch TTF Natural Gas prices prompted by the escalating conflict in the Middle East.