Macquarie initiates coverage of Australian carbon market

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Macquarie initiates coverage of Australian carbon market

Investing.com -- Macquarie has initiated coverage on the Australian carbon market, focusing on how it works and its role in Australia's efforts to cut emissions.

This flexibility allows companies to adjust their operations in a way that minimizes compliance costs while meeting their obligations. Non-compliance can result in severe penalties, up to A$250 per tonne, ensuring that companies adhere to the offsetting requirements​. Despite this optimistic outlook, the market is currently oversupplied. At present, approximately 41 million ACCUs are in circulation—more than three times the total annual demand in 2024.

The forecasted price increase is grounded in the belief that tightening market conditions will incentivize the development of new projects.

 

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