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2. September, 2026

OAL approves FSOR: Bullish for CCAs

North American Carbon
Luke Sideropoulos

California has completed the regulatory process for its updated cap-and-invest programme, bringing greater certainty to the market ahead of tighter allowance caps and new offset rules. This analysis looks at what the final approval means for CCA prices, market confidence, and the outlook for the years ahead.

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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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