Regulated firms boost California and RGGI allowance net longs, CFTC data show
US CFTC data show regulated entities raised net long positions and reduced net shorts in California Carbon Allowance and RGGI Allowance futures and options. Much of the increase came from new long positions in V26 contracts.
CFTC data indicate that regulated entities boosted net long positions and cut net shorts in California Carbon Allowance and RGGI Allowance futures and options. A substantial portion of the rise was tied to fresh long positions in V26 contracts. The report spans both futures and options, offering a positioning view across two carbon allowance markets. In the wider carbon-market context, such data can show how regulated participants are leaning as they manage exposure to allowance prices, though the summary does not explain whether the shift reflects hedging, compliance needs, or other strategies.