Indonesia Forest Shift, EU ETS Battles, and CDR Gaps
By Andy Fajar Handika, Founder, KarbonLens · Published
This week, carbon-market attention for Indonesian readers sits at the intersection of land-use credibility, energy-transition finance, and shifting compliance rules abroad. Jakarta’s reported forest-policy move may shape perceptions of nature-based supply, while debates in Europe and North America underline how policy design, surplus management, and infrastructure delivery can quickly affect carbon prices and project bankability.
Indonesia & Nature Finance
Mighty Earth says Jakarta has moved to stop a major Papua forest-conversion plan, a development that could influence forest-risk assessments and future claims linked to jurisdictional carbon performance. Mighty Earth
Mongabay reports that an analysis counted roughly one hundred conservation initiatives seeking replacement funding after USAID’s shutdown, with impacts spanning patrol activity, ecological monitoring, local conservation work, and policy support. Mongabay
Southeast Asia Energy Finance
A think tank covered by Carbon Pulse argues that Southeast Asia’s next clean-power buildout will depend more on smaller local assets and grid upgrades, which may need policy support or market design changes before lenders are comfortable. Carbon Pulse
EU Carbon Policy
Carbon Pulse reports that a think-tank assessment warns the Commission’s ETS redesign could expose about €90 billion in industrial decarbonisation spending by 2040, according to the outlet, while also prolonging fossil reliance in power and industry. Carbon Pulse
Carbon Pulse says one of Parliament’s biggest blocs wants the EU ETS cap to decline faster each year than the Commission has proposed, sharpening the political contest over post-2030 scarcity. Carbon Pulse
Green lawmakers have filed ETS changes that would make allowance supply more constrained into the 2030s, Carbon Pulse reports, putting their approach in direct conflict with the Commission’s recent package. Carbon Pulse
Carbon Pulse reports that Brussels has confirmed a delay to methane rules, while MEPs remain divided over whether the pause protects fuel availability or weakens emissions control. Carbon Pulse
CCS and Carbon Removals
Berlin reached deals with Denmark and the Netherlands that would allow CO2 captured in Germany to be transported abroad for geological storage, Carbon Pulse reports, supporting the country’s CCS buildout. Carbon Pulse
Biochar developers are facing execution problems that may slow delivery against earlier removal promises, Carbon Pulse says, with experts pointing to production and logistics as key pressure points for buyers of future credits. Carbon Pulse
North American Markets
Carbon Pulse cites fresh data showing the stock of usable units in the linked California–Quebec market increased again, with the outlet putting the quarterly rise at just under two percent. Carbon Pulse
A First Nation has bought a Canada-based emissions-accounting and offset services company, Carbon Pulse reports, positioning the business as an Indigenous-owned climate solutions provider. Carbon Pulse
Carbon Pulse says a carbon-pricing-friendly party is poised to govern Quebec without a majority, meaning climate and cap-and-trade policy may depend on negotiations with other parties. Carbon Pulse
Auto-composed from KarbonLens's weekly data refresh. Numbers and links are verified against the source tables at publish time; see methodology for the data sources.