ClearBlue's special report on the State of Global Carbon Markets for Q4 2025 highlights the latest price movements for the major carbon markets and key market developments over the last quarter.
These markets include WCI, RGGI, Clean Fuels, Asian markets, Oceania markets, Canadian markets, voluntary carbon, the EU-ETS, and more.
Our latest State of Global Carbon Markets Quarterly Report offers a concise, yet comprehensive analysis of Q4 2025 to help you position your carbon strategy locally and around the world.
ClearBlue’s free quarterly reports equip decision-makers with the insights to:
Monitor Policy Evolution: With ambition and affordability, track developments like the Cap-and-Invest extension legislation in California, Canada-Alberta MOU and the EU’s 2040 Climate Target.
Assess Market Fundamentals: Examine supply and demand drivers like the surge in data centers impacting electricity loads and emissions, complementary policies aimed at electrification in transportation and buildings and the complex interactions determining feedstocks for biofuels.
Inform Capital Allocation: Utilize pricing data to distinguish value, such as the "flight to quality" in the VCM and the shifting economics of renewable diesel in California.
Benchmark Sustainability Strategy: Contextualize performance against trends like the resilience of Canadian CFR credits and the valuation gap in voluntary credits.
Please contact us if you have any questions about this update or if you would like to discuss ClearBlue's Market Intelligence and Position Optimization services via Vantage, our carbon intelligence platform.