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Market Outlook: Impact of Ontario’s cap-and-trade repeal on long-term supply-demand balance of allowances

June 26, 2018Created By: Abhilasha Fullonton

The Progressive Conservatives’ campaign pledge about the cap-and-trade repeal seemed like a distant promise not long ago. Ontario’s cap and trade program began in 2017 and it linked to the Western Climate Initiative a year later. Even though Ontario is the second biggest jurisdiction it has not had a proportionate impact on…...

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Market Outlook: Allowance supply seen declining even in face of fully subscribed auctions

May 1, 2018Created By: Chandan.kumar

This report presents the conclusions of our analysis on the approved amendments towards the unsold allowances available in the auction holding account for more than 24 months and its impact on second compliance period’s (CP2) supply-demand balance. It also includes our expectations around the 15th WCI Joint Auction, scheduled for…...

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Auction Impact Analysis: Pre-Auction Edition 20 Feb 2018

February 20, 2018Created By: Chandan.kumar

This report presents the conclusions of our study on the expectations around the 14th WCI Joint Auction, scheduled for 21st February 2018, and its impact on the supply-demand situation of allowances at the end of 2018. A combination of scenarios were prepared around the expected subscription rate for the four…...

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Auction Outlook: Pre-Bid Qualification Edition 1 Feb 2018 (Last Edited on 7 Feb 2018)

February 1, 2018Created By: Chandan.kumar

(Edits were made to this report on February 7, 2018 to correctly reflect our auction expectations. As per our analysis, our expected clearing price for the auction was a premium over the present auction floor price and not the current front price as previously written.) This report presents conclusions from…...

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Weekly Carbon Outlook – 22 Jan 2018

January 22, 2018Created By: Ronjoy Bezbarua

Trading Report Open Interest creation high on Jun18 delivery CCA front and benchmark saw an 11-cent and 12-cent increase in price, respectively Volumes traded in the past week totaled to 8,114,000 tons which is a 3.12% decrease over a week. A total of 425,000 OI contracts have been added to…...

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Compliance strategies for the covered entity – Early surrendering

December 22, 2017Created By: Rahul Rana

Edited on 23 December 2017. Edits are underlined CaliforniaCarbon.info, 22 December 2017: This is a follow-up to our previous article regarding holding limits and implications surrounding the amalgamation of Enbridge Gas Distribution (EGD) and Union Gas (UG). In response, representatives from UG and EGD confirmed that each entity would be…...

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Weekly Carbon Outlook – 11 Dec 2017

December 11, 2017Created By: Chandan.kumar

Trading Report CCA prices plunged 29-31 cent drop across the curve on Thursday, a day after Ontario announced an under-subscription of the V17 OCAs The current front and benchmark (V17 Dec17) closed the week at USD 14.95 Open interest contracts saw a dramatic gain since last week of 2,791,000contracts The…
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Weekly Carbon Outlook – 4 Dec 2017

December 4, 2017Created By: Chandan.kumar

Trading Report CCA prices saw a 2-cent gain at the start of the week and continued a steady increase until a 1 cent drop as the week ended. The current front and benchmark (V17 Dec17), closed the week at USD 15.19 The OCA front and the benchmark prices now stand…
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Weekly Carbon Outlook – 27 Nov 2017

November 27, 2017Created By: Abhilasha Fullonton

(See below to download report) Trading Report CCA prices saw a 10-cent drop throughout the week. The current front (V17 Nov 17) and benchmark (V17 Dec 17), closed the week at USD 15.13 and USD 15.15, respectively. OCA front and the benchmark prices now stand at CAD 19.19 and CAD 19.24,…
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Weekly Carbon Outlook – Nov 20, 2017

November 20, 2017Created By: Ronjoy Bezbarua

(See below to download report) Trading Report CCA prices saw a 10-cent gain throughout the week. The current front (V17 Nov 17) and benchmark (V17 Dec 17), closed the week at USD 15.23 and USD 15.25, respectively. OCA front and the benchmark prices now stand at CAD 19.39 and CAD 19.44,…
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