Carbon News updates forward curve
Today 11:30am
Carbon News has updated its ten-year NZU forward curve, following a recent rise in spot market prices, with NZUs rallying from about $34 in January to nearly $54 in early May.
The revised curve starts from a stronger base and points to a continued repricing over time. While the market is now acknowledging the structural shortfall within the ETS, long-dated prices still reflect a degree of scepticism around policy durability.
The updated curve sets out that dynamic and aims to provide a transparent reference path for how pricing may evolve assuming confidence rebuilds and the system tightens.
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Story copyright © Carbon News 2026
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