Our Q2 2026 ACCU forecast points to earlier increases in demand, faster holdings drawdown and stronger near-term price expectations. We explain what has changed in the latest outlook and what it means for market participants.
The Q2 update incorporates changes to open-cut coal mine emissions reporting, more detailed Safeguard facility analysis, final FY26 supply data and revised marginal abatement cost assumptions.
As a result, the updated forecast shows stronger demand between FY27 and FY30, while total demand through FY40 remains broadly steady. This earlier demand draws down available holdings sooner, lifting near-to-medium-term prices and increasing the importance of new supply from FY31.
Our latest article explains what changed in the Q2 2026 ACCU market forecast model, what happened in the Q2 market and what the updated forecast shows across demand, supply and price.
If you’re following the ACCU market from a compliance, project development, investment or policy perspective, this article provides an overview of how and where the market is moving.
The full article is now live in the CORE Markets platform.
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We examine what recent national and NSW developments may mean for REGOs, renewable and storage projects, data centre energy procurement, and the key policy questions that remain unresolved.
