Carbon Brief: EU ETS Tensions, CORSIA Credits, Forest MRV

Indonesia’s carbon-market watchlist this week is being shaped by policy friction in Europe, fresh signals on CORSIA-ready supply, and the growing importance of forest data governance. For Indonesian buyers, project developers, and policymakers, the common thread is credibility: higher-integrity credits, clearer compliance rules, and defensible monitoring systems are becoming more important as global demand patterns shift.

Market Signals

Carbon Pulse reported that European allowance values lost steam after a recent upswing, while short-dated gas contracts remained supported by geopolitical risk and tighter storage conditions; Indonesian buyers should watch how energy volatility affects compliance sentiment and voluntary-credit appetite. Carbon Pulse

According to Carbon Pulse, a new report warns that US data hubs could draw about one-fifth of national power use by the mid-2030s, underscoring how AI infrastructure may reshape renewable procurement and offset narratives worldwide. Carbon Pulse

Policy & Compliance

European installers are urging Brussels to treat workforce readiness as a core part of building electrification, arguing that heat-pump deployment could lag if trained tradespeople are not available as ETS2 nears. Carbon Pulse

Brussels’ plan to price emissions from waste combustion is gaining support, but Carbon Pulse notes that critics see risks from a slow phase-in and possible weak spots in the design. Carbon Pulse

Carbon Pulse’s briefing says EU governments are forming opposing blocs before negotiations on the next round of ETS changes, with the fight likely to centre on ambition, affordability, and industrial pressure. Carbon Pulse

New EU advice may help national authorities and oil and gas companies handle methane disclosure obligations, although Carbon Pulse reports that industry still prefers binding legal language over non-binding guidance. Carbon Pulse

Germany has opened a tender for standby gas generation to cover periods when renewables or imports are insufficient, highlighting the reliability challenge that power-market decarbonisation still has to solve. Carbon Pulse

Credits & Integrity

ICAO has accepted ACR’s jurisdiction-scale electricity-sector crediting approach for airline offset use under CORSIA, adding another route for aviation demand to support power-transition units. Carbon Pulse

The ICVCM chief said credits carrying its integrity mark now represent at least a low-teens share of newly issued supply, according to Carbon Pulse, suggesting quality-screened issuance is becoming more visible but remains far from dominant. Carbon Pulse

Ethiopia has produced the first units from a World Bank-administered jurisdictional forest scheme, with Carbon Pulse citing availability in the low tens of millions for market transactions. Carbon Pulse

Forests, Nature & MRV

Mongabay reports that tree-ring evidence from Amazon sites points to sharper seasonal extremes, with heavier wet periods and more severe dry spells complicating assumptions about forest carbon stability. Mongabay

A Carbon Pulse-covered report argues that remote sensing and other forest-tracking tools are redistributing influence among local people, governments, and private developers; for Indonesian projects, governance around data access is becoming central. Carbon Pulse