Fuels strategy and investment

Strategic signals teams monitor

Strategy and investment teams need visibility into the signals that shape renewable fuel market growth, investment timing, and future demand.

Biomethane supply growth

Track European biomethane production and production potential
Monitor installation-level supply developments across countries
Assess where biomethane capacity growth may support market expansion

Certificate market development

Monitor gas GO registry status and country-specific frameworks
Assess certificate market transparency, eligibility, and tradability
Track biomethane certificate pricing and green premium development

Infrastructure readiness

Monitor bioCNG and bioLNG filling station networks
Track alternative fuel infrastructure and project status
Assess where infrastructure supports or constrains fuel uptake

Maritime fuel adoption

Track fleet and orderbook demand by vessel and fuel type
Monitor alternative fuel adoption across maritime segments
Assess demand signals for LNG, bio-LNG, methanol, ammonia, hydrogen, HVO, and FAME

Long-term demand

Compare fuel demand forecasts across transport sectors
Assess maritime fuel demand to 2050 by fuel type
Monitor aviation fuel demand under SAF policy frameworks

Policy and regulatory direction

Track RED certification and national quota systems
Monitor FuelEU Maritime, EU ETS maritime, IMO measures, and AFIR
Assess how policy developments shape investment opportunities

Why fuels strategy requires market intelligence

Renewable fuel strategy depends on physical supply, infrastructure readiness, regulation, and demand growth. Market participants need to know where supply can scale and where demand may emerge.

Supply growth is uneven

Biomethane production varies significantly across European markets
Installation growth affects future supply availability
Feedstock, infrastructure, and policy support shape production potential

Infrastructure determines addressable demand

Fuel adoption depends on bunkering, filling, and distribution infrastructure
Project status affects confidence in future market readiness
Infrastructure gaps can delay otherwise policy-driven demand

Regulation drives market development

FuelEU Maritime and EU ETS maritime change maritime fuel economics
RED certification affects eligibility and market access
National quota systems influence demand for renewable fuel certificates

Demand differs by transport segment

Road, maritime, and aviation demand follow different adoption pathways
Vessel type and orderbook data shape maritime fuel demand expectations
SAF demand depends on mandate timelines and fuel availability

Technology pathways compete

LNG, bio-LNG, methanol, ammonia, hydrogen, HVO, and FAME have different roles
Cost, infrastructure, and compliance value influence fuel choice
Strategy teams need to compare transitional and long-term fuel pathways

Drivers

Tracking short- and long-term market trends to clarify current and potential impacts from disparate drivers

Market behaviour

Analysing participant behaviour and market sentiment while commenting on price drivers. An in-depth focus on industry sectors by understanding their marginal abatement costs and trade behaviour allows for informed decision-making. Our pan-European power market modelling is the backbone for our granular utility-sector insights and hedging strategy analysis

Policy developments

Following relevant European carbon and energy market legislation, providing foresight on political outcomes, and assessing market impacts

Supply & demand forecasts

Generating insights on how policy ambition and regulatory change shape short- and long-term supply dynamics. Addressing sensitivities of key assumptions for EU ETS market participants. Following sector-specific trends, production data, and decarbonisation pathways to track and forecast demand for carbon European Union allowances (EUAs)

Technical analysis

Identifying key trends in the market, spotting relevant support/resistance levels, and technical patterns

Market data

Key market data for the EU ETS and the wider energy complex. Prices, volume, open interest, seasonality charts to assess liquidity, and participant behaviour

Key fuels market drivers strategy teams monitor

Fuels market development is shaped by production growth, infrastructure, policy, cost competitiveness, and end-use demand.

Biomethane production capacity determines market growth potential

Installation development indicates where future supply may emerge

Feedstock and plant type affect production economics and scalability

Filling stations support bioCNG and bioLNG road transport uptake

Bunkering infrastructure determines maritime fuel availability

Liquefaction, storage, and transport shape fuel market access

RED certification defines renewable fuel eligibility

FuelEU Maritime creates demand for lower-emission maritime fuels

EU ETS maritime changes relative fuel economics

Production and transport costs affect long-term fuel viability

Emissions costs change the competitiveness of conventional fuels

Green premiums influence biomethane and certificate market development

Maritime demand depends on fleet composition and orderbook developments

Road transport demand depends on filling station availability and quotas

Aviation demand depends on SAF mandates and fuel supply

Drop-in fuels support near-term adoption

Ammonia, hydrogen, and methanol require infrastructure and vessel readiness

Fuel pathways differ by vessel type, route profile, and compliance need

How strategy and investment teams use Veyt

Veyt brings supply data, demand forecasts, policy analysis, infrastructure mapping, and cost modelling into one workflow for strategic planning.

Market attractiveness assessment

Investment case development

Infrastructure planning

Policy and demand monitoring

Long-term fuel pathway analysis

Customisable views for strategy and investment workflows

Strategy and investment teams focus on different inputs depending on market, asset exposure, fuel type, and time horizon.

Strategy teams

Investment teams

Infrastructure developers

Maritime strategy teams

Biomethane market teams

Fuels intelligence platform — At a glance

The Veyt fuels intelligence platform combines supply analytics, infrastructure data, demand forecasts, policy intelligence, and cost modelling into a single workflow.

Biomethane production map

Installation and registry data

Certificate prices and trades

Auctions and certificate values

Maritime fuel supply map

Alternative fuel infrastructure

Fuel cost comparison

EU ETS and FuelEU costs

Fleet and orderbook demand

Long-term fuel forecasts

What the platform provides

Standard capabilities

Additional capabilities

Who this is for

Additional users

Intelligence platform

Data API

Resources

Newsletter

Industry

Net zero market solutions