Carbon & waste oil market intelligence

European carbon posted a fourth straight weekly gain as Parliament's ETS draft landed, RGGI cleared at a record above $37, and SK Enmove raised Group II+ and Group III postings 50 cents a gallon from September 8.

EUAs closed the week 1.8% higher at six-week highs, the ICVCM recognised Verra's VCS Version 5 and 13 methodologies, and Motiva lifted Group II+ and Group III postings $1.00 a gallon from September 1.

European carbon held its range on a 0.2% weekly gain, ICE Futures Europe pulled 11 nature-based contracts, and Excel Paralubes lifted Group II postings 30 cents a gallon from September 1.

The recycling market grows from $4.29B (2026) to $7.13B by 2035 at 5.8% CAGR — faster than the waste oil market overall. Value is migrating from disposal to processing.

The global waste oil market grows from $36.2B (2026) to $49.9B by 2033 — yet 42.6% of waste oil is still landfilled. What the numbers mean for collectors, re-refiners and carbon markets.

EU allowances posted a 1% weekly gain, Germany pulled credits from suspect Chinese projects, and Group III base oils hit all-time highs with re-refiners sold out.

European carbon fell 1.8% on the week in thin summer trade, while ExxonMobil and HF Sinclair lifted US base oil postings again and re-refiners stayed fully committed.

EU allowances hit a nine-day high before fading, VCM issuance quality improves as supply shrinks, and US base oil postings rise again with re-refined barrels fully committed.

ACCUs stall above A$38 and Verra issuance ticks along, while Middle East outages keep US base oils on allocation and re-refiners effectively sold out.

Why the most overlooked stream in the circular economy deserves its own carbon standard — and how the CXF framework works, from evidence to serialized units.

The CXF Quantification Methodology v1.0-draft stated plainly — collection 6.3 with strict eligibility, re-refining 0.60 to ≈1.3 on a displacement basis — and why every earlier figure was withdrawn.

Why one tonne of CO₂ trades at $9 and another at $31 — project type, vintage, co-benefits, integrity labels, and how to read an indicative price.

The CCP framework in plain language — the ten principles, what the label changes in procurement, and where proprietary platform credits like CXF stand.