India CCTS Market Outlook: Setting the Scene
Modelled Supply & Demand Insights Across Obligated Sectors
What's Inside
Climate Decode's quantitative framework for understanding where India's CCTS market is headed — sectoral GEI benchmarks, credit generation forecasts, and demand-side cost exposure modelled across three policy scenarios.
Aluminium
Electricity-driven exposure, GEI benchmarks, and ₹32–62 crore annual cost band.
Cement
Net-long position across scenarios, SCM advantage, market liquidity anchor.
Iron & Steel
1.85% WAR, ~9.9 Mt CCC deficit by FY29-30, decarb via EAF, hydrogen DRI, CCUS.
Pulp & Paper
53 facilities, 2.83% WAR, biomass cogen and process electrification levers.
Chlor-Alkali
30 facilities, 3.09% WAR, INR 180–190 crore liability, water stress exposure.
Petrochemicals (Crackers & Refineries)
Configuration-driven dispersion, hydrogen management, persistent cost exposure.
Fertilisers
Process-emissions analysis, ammonia route, and scenario-driven CCC outlook.
Thermal Power
Largest demand-side exposure, scenario-driven credit pricing trajectory.
Three Scenarios
BAU, Optimistic, and Stretch — modelled supply-demand balances FY26-30.
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