MSCI Carbon Markets Trends Q3 2026

The next phase of compliance with carbon markets is starting to take shape. 

The EU’s July package proposes changes to the EU Emissions Trading System (EU ETS), including adjustments to the cap trajectory and free allocation. For carbon markets, one potential change may be the inclusion of international credits and domestic removals toward compliance for the first time, alongside CORSIA integration. Meanwhile, Brazil proposed a ceiling on international credit transfers from 2031 to 2035, signaling how it may balance domestic climate targets with Article 6 participation.

Join MSCI Carbon Markets experts for a data-driven discussion on these developments and what they could mean for compliance strategies.

We’ll cover: 

• EU ETS reform: How the inclusion of international credits and domestic removals, alongside CORSIA integration, could affect eligible project types, aviation and demand for Article 6 credits
• Brazil's Article 6 approach: What the proposed 2031–2035 transfer ceiling could mean for the balance between domestic targets and international credit sales
• Compliance market readiness: Developments to watch through the rest of 2026 as market rules continue to evolve