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INDIA CCTS INAUGRAL MARKET OUTLOOK


Climate Decode’s inaugural India CCTS Market Outlook provides the first scenario-based assessment of how India’s Carbon Credit Trading Scheme is likely to form, tighten, and price over its initial compliance phase.
 
As India moves from efficiency programs to a full industrial carbon market, carbon is no longer a reporting metric — it becomes a material cost driver. Yet forward visibility on credit availability, sectoral deficits, and pricing remains limited.
This report models how production growth, benchmark tightening, and feasible decarbonisation interact to shape:
  • When the market shifts from early surplus to structural deficit
  • Which sectors become dominant buyers and sellers
  • How compliance prices evolve through the late 2020s
  • Where CBAM exposure and domestic carbon costs converge
Rather than a static forecast, the analysis reveals how small policy and performance shifts can materially change market outcomes.
 
Read the report to learn:
  • When credit scarcity begins and why
  • Which sectors anchor demand and pricing
  • How prices move from initial levels through 2030?
  • Why benchmark calibration is the key determinant of market stability