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Market reads on carbon, RECs, and low-carbon fuels — where policy, supply, and price actually meet. Sourced parameters, trader judgment.
The dominant standing story in WCI right now is the CARB rule package approved on May 29. As context from that date:
Alberta's headline carbon price is $95 a tonne. The credit that actually settles a compliance obligation trades around $35. If you're financing a capture project on the headline number, you're financing it on a price that doesn't exist.