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18. September, 2026

Long-term California-Quebec price forecast: Washington linkage bullish for CCAs, the MDI bearish

North American Carbon
Harry Öhman , Luke Sideropoulos

Veyt has updated its long-term CCA price forecast through 2045 to reflect the latest California carbon market rules and revised market assumptions.

The outlook also considers how the Manufacturing Decarbonization Incentive and a potential Washington linkage could reshape allowance supply, demand, and future CCA prices.

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Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Fuels
Biomethane, Transport fuels
Fuels
Biomethane, Transport fuels
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates

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