Supply information in the carbon market is scattered. Offers sit in email threads, private deal desks and bilateral relationships, which means buyers, brokers and project developers all work with a partial view of what is actually available and at what price.
Now that there are around 1,000 live offers on AlliedCredits, that collection of listings says something useful about the market. This piece looks at which methodologies come up most, where those projects are based, and what it all means for buyers, sellers and brokers.
The carbon market has never had a single place to see what is on offer. Finding, comparing and pricing credits takes time, and most of that time goes on locating supply rather than assessing it.
When supply information is disconnected, participants fall back on the networks they already have. Liquidity concentrates around a small number of well connected intermediaries, and smaller developers struggle to get in front of buyers even when their projects are strong.
A public view of live offers changes the starting point for everyone. Buyers can compare methodologies, vintages and indicative pricing across a wide set of projects before they approach a broker or developer directly. Sellers reach counterparties they would not otherwise get to through their existing channels.
Because every listing is public and indicative, buyers get an early read on where pricing sits without anyone having to commit to a number.
Three categories come up most often across those listings: renewable energy, household devices including clean cookstoves, and forestry and land use.
That broadly tracks wider issuance patterns, where these project types make up the largest share of registered projects globally. For buyers, it means supply in the established categories is comparatively easy to find, though pricing and vintages vary widely across listings.
Forward listings sit alongside spot across all of these categories, and they are where the platform is most useful. Open forward pricing is still rare, so seeing indicative forward levels next to spot gives buyers a view of where the market is heading rather than only where it is today.
Sub-Saharan Africa and South and East Asia contribute the largest share of listings, with Kenya, Nigeria, China and India leading. That concentration reflects where project registration activity has been strongest.
Oceania and Europe have the fewest projects represented, which reflects both lower registration density in those regions and the presence of established domestic compliance frameworks.
On the methodology side, biochar, agriculture and chemical processes remain thin. These are categories with fewer registered projects, longer issuance timelines and higher development costs, and they are areas where we are actively looking for more supply.
AlliedCredits is built to work alongside brokers. Brokers and traders use it to put their inventory in front of a wider audience, including exchanges, corporate buyers and other intermediaries who are not already in their network.
Sellers choose the distribution channel for each listing, so brokers keep control over how and to whom their credits are shown. The platform widens distribution. It does not replace the relationships, due diligence and negotiation that brokers bring.
A recent listing shows how that works in practice. A clean cookstove offer of around $420,000 connected an exchange in East Asia with a commodity broker in Europe, two parties who were unlikely to have found each other through their usual routes. The broker still handled the negotiation, the counterparty assessment and everything that followed. What AlliedCredits added was the introduction and an indicative price to start the conversation from.
Of the top 250 projects by retirements over the past 12 months, 48 are currently represented on AlliedCredits. Projects with sustained retirement activity have demonstrated real buyer demand and a delivery track record, so their presence gives buyers another sourcing route into names they already recognize.
The public listings on AlliedCredits are a starting point. Free users can browse live offers, look at methodology and regional breakdowns, and see indicative pricing.
An AlliedOffsets subscription opens up the full picture: price benchmarking across the project database, full ratings breakdowns from multiple integrity providers, the top 10 buyers for any project, forward price curves, and supply and demand forecasting by sector, region and project type.
If you are a broker, trader or buyer who needs to move from indicative signals into structured procurement or portfolio analysis, get in touch here to book a demo.