Mercados de carbono
Resumen
Los mercados del carbono se están desarrollando como una palanca económica crucial en el reto de revertir la acumulación de gases de efecto invernadero en la atmósfera de la Tierra, mientras que el CO2 sigue siendo un factor clave en una serie de sectores industriales.
Los gobiernos nacionales están adoptando los mercados del carbono, con una proliferación de políticas de fijación de precios del carbono en todo el mundo. El sector privado está canalizando la financiación de proyectos que generan reducciones y eliminaciones de emisiones de carbono para mitigar sus emisiones difíciles de reducir.
Y las Naciones Unidas están avanzando en la construcción de un mercado global para la reducción de las emisiones de carbono que facilitará los intentos de las naciones de cumplir con sus obligaciones en virtud del Acuerdo de París.
Los sectores industriales siguen siendo una fuente clave de emisiones y consumo de CO2, con la innovación buscando métodos sostenibles de producción y utilización.
Argus prepara el escenario para un período prolongado de crecimiento, evolución e interconexión de los participantes e iniciativas del mercado del carbono.
Últimas noticias de los mercados del carbono
Explore las últimas noticias sobre los mercados del carbono.
India's Ola, Axis Energy sign utility-scale Bess deal
India's Ola, Axis Energy sign utility-scale Bess deal
Mumbai, 5 August (Argus) — Indian electric vehicle maker Ola Electric has entered the utility-scale battery energy storage system (Bess) market through its first large-scale partnership for the upcoming Mahashakti platform, signing a deal with renewable energy developer Axis Energy for the potential deployment of up to 20GWh of storage capacity by 2032. The memorandum of understanding (MoU) is the first commercial agreement for Mahashakti — Ola's utility-scale and commercial and industrial energy storage platform. The platform will launch on 15 August, Ola Electric said on 4 August. The agreement targets a scale-up in deployments to 5GWh/yr from 2028. Mahashakti is an India-designed and India-made Bess platform aimed at renewable energy integration, industrial power, grid infrastructure and data-centre use, Ola Electric said. Its vertically integrated model, covering cell technology, manufacturing and system engineering, is intended to improve safety, bolster supply-chain security and reduce total ownership costs. Ola Electric described the Axis Energy MoU as an "important early validation" of demand for the platform and said it is witnessing strong interest from potential partners as it builds a demand pipeline. Axis Energy told Argus that it will progressively deploy Mahashakti Bess across its upcoming renewable energy projects in Andhra Pradesh and Rajasthan. It has secured grid approvals for more than 3,750MW of projects in Andhra Pradesh and Rajasthan, with a further pipeline of around 3,500MW. The projects, spanning firm and dispatchable renewable energy (FDRE), hybrid and other non-solar configurations, will require large-scale Bess to improve renewable energy integration, enhance grid reliability and deliver round-the-clock clean power. The announcement comes as India accelerates battery storage deployment to support renewable energy integration. Ola cited Central Electricity Authority estimates that India will need more than 400GWh of energy storage capacity by 2032. About 2,668.54MW/7,785.6MWh of Bess capacity was added during the April 2025-March 2026 fiscal year, while around 47GW of Bess capacity has been considered for integration by 2031-32 under the National Electricity Plan (Transmission), the power ministry said on 3 August. By Keertiman Upadhyay Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
New Zealand eyes Australia-aligned CBAM
New Zealand eyes Australia-aligned CBAM
Sydney, 5 August (Argus) — New Zealand might explore a future carbon border adjustment mechanism (CBAM) aligned with Australia in case the Australian government decides to introduce such a scheme, climate change minister Simon Watts said at a conference on 5 August. As part of its upcoming safeguard mechanism review , the Australian government will consider introducing a CBAM that could initially cover imports of cement and clinker and potentially expand to products such as hydrogen, steel and ammonia , as well as derivatives such as urea and ammonium phosphate. Such commodities face risk of future carbon leakage from imports, which could lead to greenhouse gas (GHG) emissions being relocated from Australia to overseas, according to the findings of the carbon leakage review published in February. "I would expect that if there was ever any policy change in this area, that would be something that would be in conjunction with Australia," Watts told delegates at the Carbon Forestry 2026 conference in Rotorua on 5 August. The New Zealand government has been "actively monitoring" policy developments in the area and remains "open-minded", Watts said. "I think it's probably going to be something that will come later next year, looking where the Australians are," he added. Watts was responding to a question on whether a CBAM would be a better approach than government support to specific industries, as it did with a recent grant of up to NZ$60mn ($35.2mn) for Golden Bay Cement (GBC) to continue cement manufacturing at its Whangarei plant. Operator Fletcher Building was considering closure of the GBC clinker facility in Whangarei in favour of switching to a cheaper import-only model, mainly because of emissions costs. The grant would preserve "a strategically significant domestic capability without creating a precedent for wider support or undermining the integrity of the ETS," the government said. New Zealand emissions unit (NZU) spot prices collapsed in November after the government announced it would decouple the New Zealand Emissions Trading Scheme (ETS) unit volumes and price control settings from the country's nationally determined contributions (NDCs) under the Paris agreement. Prices reached low NZ$30s/t CO2e early this year but have since recovered , closing at NZ$55.70/t CO2e on 5 August . Apart from Australia, other jurisdictions actively exploring CBAM-style border measures include Canada and the US, the Climate Change Commission (CCC) said in a report in April. "While New Zealand exporters have limited direct exposure to currently planned CBAMs, this could change as these mechanisms spread to more countries, sectors and products," the CCC said. By Juan Weik Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Malaysia’s Taiyo Biomass to launch EFB plant in Sep
Malaysia’s Taiyo Biomass to launch EFB plant in Sep
Singapore, 5 August (Argus) — Malaysian biomass producer Taiyo Biomass (TBSB) is set to launch an empty fruit bunch (EFB) pellet plant on 7 September, the company told Argus today. The plant is in Pasir Gudang, Johor, and has an initial production capacity of 15,000 t/yr. Key typical specifications include a high calorific value of over NAR 4,000 kcal/kg, low moisture content below 10pc, high mechanical durability for safe transport, and ash content that is carefully controlled and treated to mitigate issues like slagging and fouling in boilers, said TBSB. EFB is an agricultural residue of crude palm oil (CPO) production. Their investment in the EFB plant project aims to contribute directly to the circular economy, helping to reduce methane emissions from decomposing EFB and providing a sustainable alternative to fossil fuels, said the company. The producer is targeting biomass markets with strong policy support for renewable energy and stringent carbon reduction targets. It also aims to sell its products to both domestic and industrial end-users, including power plants looking to co-fire with or fully transition to biomass, as well as large-scale industrial boilers in sectors like cement, textiles, and food processing. The firm is looking at major energy-importing markets in northeast Asia, particularly Japan, South Korea, and Taiwan, where the demand for reliable, sustainable biomass fuel under schemes like Japan's feed-in-tariff (FiT) and South Korea's renewable energy certificates (RECs) are established and expanding, said TBSB. The EFB pellet market is still at a nascent stage, with several biomass utilities in Japan considering its use in its boilers, according to market participants who spoke to Argus . EFB pellets are accepted by Japan's FiT scheme for biomass, which allows power producers to sell power generated from biomass at a higher price. But Japanese utilities are concerned about the existence of unwanted chemicals in the product. The main challenges are technical, commercial and logistical, said TBSB. The inherently high ash and potassium content of EFB, if not properly processed, can cause operational issues like clinker formation in furnaces, it added. The company must compete on energy content and delivered costs with other established fuels including wood pellets and coal and overcome complex sustainability certification requirements, it said. Another logistical challenge for EFB production is the low bulk density of raw EFB feedstock and the need to collect and aggregate it from several CPO mills, which require heavy investment in a robust supply chain prior to launching the plant, according to TBSB. The biomass producer regularly exports palm kernel shells from Malaysia, with existing factories in Pasir Gudang, Port Klang and in east Malaysian regions including Bintulu and Sandakan. The firm plans to ramp up production through additional facilities at its existing plant as soon as possible, said TBSB. By Nadhir Mokhtar Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
E-methane offers fastest route to market: Arctic Sisu
E-methane offers fastest route to market: Arctic Sisu
E-methane was the pragmatic choice for Arctic Sisu's Kotka project, which could launch in 2030, writes Pamela Machado Paris, 4 August (Argus) — Finland's Arctic Sisu has chosen e-methane as the first product in its Power-to-X strategy, arguing that it offers a faster and lower-risk route to market than other hydrogen derivatives. In contrast to many other developers, the firm has switched from a phased-development approach for its first plant to advancing full-scale plans from the get-go and has been able to revise down cost estimates. Arctic Sisu is advancing plans for a large e-methane project in Kotka , in southeast Finland, and sees the fuel as the most commercially viable entry point for hydrogen derivatives, chief engineer Antti Pohjoranta tells Argus . The project is designed to produce 56,100 t/yr of renewable hydrogen and convert it into 113,100 t/yr of e-methane using biogenic CO2 captured from neighbouring paper producer MM Kotkamills. Arctic Sisu plans to source renewable electricity from Finnish assets through power purchase agreements. The company recently decided to develop the project in a single phase rather than in stages — a move intended to improve economics and reduce execution risk. "There is enough demand to justify building the plant in one go," Pohjoranta says. The project requires substantial electricity infrastructure, including a major grid connection, and much of that infrastructure would need to be built at full scale even under a phased approach. The company already has an offtaker for the project, although the details are confidential. Power-to-X, as the hydrogen derivatives sector is often known, is a "really diverse and broad" market that presents opportunities to decarbonise activities ranging from shipping and steelmaking to chemicals production, Pohjoranta says. But Arctic Sisu deliberately focused on the application with what it views as the clearest near-term commercial case. E-methane can already be deployed in existing gas infrastructure and end-use applications, avoiding many of the challenges facing newer-fuel value chains. "We find it the most cost-effective and pragmatic approach at this point in time," Pohjoranta says. Stepping stone Arctic Sisu acknowledges criticism that methane remains a greenhouse gas and could eventually lose market share to electrification or alternative fuels in the future. But the firm believes the market opportunity for renewable methane will persist long enough to justify investment in Kotka. The company also sees e-methane as a stepping stone towards broader PtX opportunities and an opportunity to learn about new technologies and supply chains. The Kotka project is currently progressing through Finland's permitting process following completion of its environmental impact assessment. Arctic Sisu is targeting a final investment decision by mid-2027, subject to successful permitting and project development, with commercial production expected in 2030. Capital expenditure is now expected to be in the €500mn-600mn range, suggesting it could stay below earlier estimates of around €600mn for the full plant. Pohjoranta says equipment suppliers, technology licensors and engineering firms have become more experienced in hydrogen and Power-to-X developments, helping to reduce project costs and improve confidence among investors. Arctic Sisu's upbeat view comes as signs of increased interest from offtakers begin to emerge. Finnish developer Ren-Gas recently announced an agreement to supply e-methane to fuel companies in Germany for distribution to heavy-duty trucks, driven by quotas for use of renewable hydrogen derivatives in transport. Even so, most e-methane plans remain at an early stage. Most announced projects have yet to reach a final investment decision, and even firmer demand signals will be needed on the path to wider adoption. Kotka, Finland Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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