What’s new in the Q3 ACCU Market Forecast Report?

Key insights from the Q3 ACCU Market Forecast

This edition introduces several important updates and new insights into ACCU market, across supply, demand, and pricing trends.

These include:

• Peak ACCU demand
  CORE Markets' analysis indicates that demand across all sectors is likely to peak in FY31, a 45% increase from FY26, driven largely by Safeguard Mechanism entities. The forecast report also explores how various ACCU types — such as those generated by Environmental Plantings — are gaining traction due to their perceived alignment with corporate sustainability strategies.

• Safeguard Mechanism demand
  ACCU demand from Safeguard Mechanism entities is expected to reach approximately 30 million units by FY31. The forecast report provides further in-depth detail about the committed and potential physical abatement from these facilities and their expected shift in demand preferences.

• Voluntary ACCU demand
  Voluntary demand for ACCUs is forecast to exceed 7 million units annually by the late 2030s. Corporations are expected to increasingly select higher permanence, sequestration ACCUs from projects with co-benefits that align to their brand values and sustainability goals.

• Projected ACCU supply needs
  More than 170 million new ACCU issuances will be required between FY29 and FY40 to meet future demand, with growing contributions from Soil Carbon and Environmental Plantings. The forecast report provides further detail on the current supply mix broken down by method and how shifting preferences could impact supply dynamics.

• Cumulative ACCU holdings
  By FY26, market participants are expected to hold over 40 million ACCUs, with Generic, and HIR ACCUs accounting for more than 80% of these holdings. The forecast report details an expected supply squeeze in the coming years; however, supply is likely to catch up to cater to the growing demand.

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To view updated charts and learn more about the interaction of ACCU market dynamics, check out this article

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Learn more about the evolving ACCU market

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