While we have had a strong run and increase in IPv4 demand over the previous 3-4 months, October seemed to have slowed down a bit.  The total number of IPv4 transfer requests in ARIN dropped to 143, which is down -16% from 171 requests in September and -12% from the 163 average requests over the course of 2021.

September IPv4 market trends have been very positive compared to what we saw as the average of the previous 3 months. Signs of life from IPv4 buyers are visible based on the increase of IPv4 transfers requested again from 167 in August to 171 in September.

The month of August 2021 seems to have finally showed a positive trend in the IPv4 transfer market. Figures for IPv4 transfers requested, indicating demand, and transfers completed, indicating supply, have returned to the values we saw at the beginning of the year.

The Cyberspace Administration of China and Cyberspace Affairs Commission developed a plan for large scale IPv6 adoption over the next 5-10 years. They published a Notice on Accelerating IPv6 by Large-scale Deployment which was made public on July 23d 2021.

As reported in the previous 2 blog posts, the month of May 2021 was a milestone in terms of ARIN IPv4 transfer requests.  It was the first time that transfer requests dropped below 100 per month since the market was born in 2015.  The volatility continues to have a decreasing trend line with a significantly lower average than the entire 2021 year, and the past 4 years combined.

Due to the volatility in IPv4 transfer market from April to May of 2021, our team was eagerly waiting to see the results of the ARIN transfers from June.  There could have been a few different predictions on where the IPv4 market would be headed based purely on the 8.3 transfers requests granted by ARIN, which are indicative of demand.

Brander Group continues to make a significant impact to the IPv4 Market month over month.  In May of 2021, ARIN inter-region transfers totaled 160.  Of these transfers, Brander Group contributed 40 transactions, which covers around 25%.

As of January 2021, the Pentagon assigned 175 Million IPv4 addresses to a new and “unknown” Florida based company named Global Resource Systems, LLC. According to ARIN, it is important to note that this is not a permanent transfer. Nevertheless, this came as a bit of a shock to the internet community.

So far 2021 has started with a hockey stick demand curve for IPv4 addresses. If you look at the numbers, the ARIN pre-approval requests have increased 10% over the previous quarter, and a whopping +30% over Q1 of 2020. In fact, Q1 of 2021 has indicated the largest requests for ARIN pre-approval of all time with a 584 in total.