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What Q1 2026 means for the ACCU demand, supply and price outlook

What Q1 2026 means for the ACCU demand, supply and price outlook

New Safeguard data and ACCU method developments are reshaping the assumptions behind the ACCU market outlook and our team's latest forecast. We discuss how and where the market is moving.

Updated
May 26, 2026
Published
May 26, 2026
What Q1 2026 means for the ACCU demand, supply and price outlook

What this article covers

New data and method developments are reshaping the ACCU outlook and our team’s latest ACCU market forecast.

The release of 2024-25 Safeguard data provides a clearer view of near-term demand, while recent developments in Savanna Fire Management and Integrated Farm and Land Management methods are changing the supply picture.

As a result, our updated forecast shows firmer demand expectations, better near-term supply coverage, and more moderated price expectations than last quarter - while still pointing to longer-term tightening as existing supply and holdings are drawn down.

Our latest article outlines what changed in the model, what played out in the Q1 market data, and what our latest ACCU forecast now shows across demand, supply and price.

If you’re following the ACCU market - from a compliance, project development, investment or policy perspective - the article provides an overview of how and where the market is  moving.

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What Q1 2026 means for the ACCU demand, supply and price outlook

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