Camco – climate change and sustainable development company0 Kyoto Gap through to 2012 Source: Point Carbon
Camco – climate change and sustainable development company1 AAU supply and demand
Camco – climate change and sustainable development company2 AAU supply and demand Intro, sense of market and buyers Sense of AAU market structure Buyers and sellers expectations AAUs, GIS vs JI track 1, 2, [flexibility, additionality] and the difference in European context, different buyers. Policy context and development (important issues related to AAU trading market – “hot air” and “hard greening”) Volumes and potential size of market – potential supply and demand It’s a buyers market – first mover advantage for sellers. Major players (Japanese, EBRD, CEE)
Camco – climate change and sustainable development company3 AAU supply and demand (All in millions AAUs) CountryTotalReserved/commitmentSurplus (estimated)GIS allocation Latvia Ukraine N/A Czech Romania Bulgaria N/A Poland N/A Lithuania Estonia to 30 Russia to1000 Hungary to 55 Slovakia 73