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Carbon market intelligence

Track carbon price drivers, interpret regulatory developments, and anticipate carbon price movements across global emissions trading systems. 

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Biomethane, Transport fuels

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Trading & analytics

Market data and insight for better trading decisions

Risk management & hedging

Manage exposure and hedge risk across net-zero markets

Strategy & investment

Insight to guide strategy, investment and growth

Valuation & pricing

Price intelligence for accurate market valuation

Policy advocacy

Policy insight to support market positioning

Net zero market solutions

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See how market intelligence supports trading, investments, risk management and other business objectives

Explore Veyt market intelligence

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Carbon markets are shaped by regulatory design, supply adjustments, emissions activity, energy market dynamics, and market participant behaviour.

Veyt provides carbon market intelligence that connects these drivers to price movements, compliance exposure, policy outcomes, and long-term market balance.

Users rely on Veyt to:

  • Monitor carbon price drivers across compliance and voluntary carbon markets
  • Interpret regulatory developments and assess their market implications
  • Track supply-demand balance, emissions trends, and policy-driven adjustments
  • Stress-test exposure under alternative policy and market scenarios
  • Apply carbon price assumptions across trading, risk, valuation, and strategy

Market Coverage

Key market dynamics
  • The cap trajectory defines the long-term supply constraint
  • Allocation, auctions, and emissions determine market balance
  • Power and industrial activity shape allowance demand
  • Fuel and energy prices affect emissions and abatement incentives
  • Policy reform changes expectations before implementation
  • Market participant behaviour influences short-term price movements
  • Weather conditions affect energy demand, generation, and emissions
Why it matters for decisions
  • Inform trading, hedging, and compliance strategies
  • Translate policy developments into market implications
  • Assess carbon cost exposure across industrial and power assets
  • Evaluate long-term investment and decarbonisation assumptions
  • Monitor short-term volatility and market-moving developments
Key market dynamics
  • Regulatory design defines the structure of the new market
  • Price containment mechanisms shape expected price behaviour
  • Buildings and road transport fuel demand determine future emissions exposure
  • National implementation affects timing, burden, and market impact
  • Energy taxation frameworks interact with future carbon costs
  • Consumer demand elasticity affects emissions response
  • Political and social acceptability influence policy risk
Why it matters for decisions
  • Assess future carbon cost exposure in buildings and road transport
  • Evaluate policy risk before market launch
  • Support pricing assumptions in newly regulated sectors
  • Understand how market design may affect liquidity and participation
  • Prepare compliance, procurement, and investment strategies ahead of implementation
Key market dynamics
  • State and regional programme design shapes market structure
  • Caps, auctions, and emissions trends determine market balance
  • Regulatory reviews create uncertainty around future supply
  • Power market dynamics affect emissions and allowance demand
  • Industrial activity drives compliance exposure across sectors
  • Programme linkages and jurisdictional design influence liquidity
  • Market participant positioning affects short-term price movements
Why it matters for decisions
  • Monitor carbon price risk across fragmented regional programmes
  • Interpret policy developments across RGGI and WCI markets
  • Assess compliance exposure across power and industrial sectors
  • Compare regional market balance and price expectations
  • Support trading, hedging, and long-term planning across North American carbon markets
Key market dynamics
  • Project quality affects demand, eligibility, and price differentiation
  • Standards and methodologies shape market credibility
  • Standards development and certification methodologies
  • Corporate demand drives voluntary market activity
  • Article 6 developments influence international market integration
  • Compliance-linked demand affects future market structure
  • CORSIA and other frameworks shape eligible credit demand
  • Buyer preferences affect segmentation across credit types
Why it matters for decisions
  • Assess price and demand differentiation across credit categories
  • Evaluate exposure to voluntary and compliance-linked carbon markets
  • Monitor credibility, eligibility, and quality-related market shifts
  • Support corporate decarbonisation and sustainability strategies
  • Understand how international frameworks may affect long-term demand
Pricing and forecasts
  • Short-, medium-, and long-term carbon price forecasts across carbon markets
  • Forecasts built bottom-up with drivers traceable from inputs to price outcomes
  • Fundamental and behavioural price modelling
  • Forward-looking scenarios across policy and market design outcomes
Policy and reform analysis
  • Interpretation of evolving policy and regulatory debates
  • Analysis of policy and regulatory developments
  • Scenario viewer testing alternative policy design options
  • Event-driven commentary on market-moving regulatory developments
Supply-demand fundamentals
  • Proprietary models estimating carbon market supply-demand balance
  • Early-access power generation and emissions data supporting market forecasts
  • Allocation, auction, emissions, and compliance data across markets
  • Structural balance analysis across short-, medium-, and long-term horizons
Market data and analytics
  • Historical carbon price data and market activity datasets
  • Auction outcomes, volumes, and participation indicators
  • Cross-market datasets linking carbon, energy, and emissions signals
  • Technical analysis including price trends, support, and resistance levels
Used by
  • Trading
  • Risk
  • Strategy
  • Valuation
  • Policy Advocacy

Our customers

“I use Veyt to inform my view of renewable power and gas markets. It includes key insights on supply, demand, prices by region, and the latest regulatory updates—making it essential for portfolio management and trading.

Clarisse Martin | Green Portfolio Manager at Alpiq

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 drivers across markets

Carbon markets respond to the interaction between policy design, emissions activity, energy markets, abatement economics, and market behaviour.
Regulatory design defines supply, demand, and compliance obligations
Policy expectations move prices before implementation
Legislative timelines influence market positioning and planning
Structural balance determines long-term carbon price trajectories
Allocation, auctions, and emissions trends influence market tightness
Sector-level developments drive marginal demand for allowances
Fuel and power prices influence emissions and abatement incentives
Energy market volatility feeds into carbon price movements
Weather-driven demand affects generation, emissions, and allowance demand
Industrial output affects emissions and compliance demand
Economic cycles influence energy consumption and market balance
Geopolitical developments impact energy markets and carbon pricing
Speculator positioning amplifies short-term carbon price movements
Liquidity conditions influence volatility and price formation
Auction demand, volumes, and spreads signal near-term market tightness
Abatement costs influence marginal emissions reduction and long-term prices
Technology deployment affects structural demand for allowances
Sector decarbonisation pathways shift future compliance exposure

How different teams use Veyt’s carbon market intelligence

Different teams use Veyt to connect carbon market developments to specific decisions, exposures, and workflows.

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Trading & analytics
  • Monitor carbon prices, auction outcomes, and market-moving developments
  • Translate policy and fundamentals into actionable trading signals
  • Compare carbon market movements with power, gas, and fuel markets
Risk management & hedging
  • Assess exposure to carbon price volatility across portfolios
  • Stress-test positions under alternative policy and market scenarios
  • Monitor downside risks from regulatory and market developments
Strategy & investment
  • Support long-term investment decisions and capital allocation
  • Scenario modelling across policy pathways and decarbonisation trajectories
  • Assess decarbonisation pathways and carbon cost implications
Valuation & pricing
  • Develop carbon price assumptions for valuation and financial modelling
  • Apply forward curves and forecasts across investment horizons
  • Assess sensitivity of valuation to policy and market scenarios
Policy advocacy
  • Assess implications of policy design on carbon market outcomes
  • Test alternative regulatory scenarios and policy assumptions
  • Understand interactions between overlapping climate policy mechanisms

Carbon intelligence platform - at a glance

The Veyt carbon intelligence platform combines carbon market data, modelling, and analyst interpretation into a unified analytical workflow. Platform layering – Analyst input required on what aspects of the platform we can visualise via a screenshot or something of the sorts here.

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Policy impact monitoring
Regulatory price analysis
Supply-demand modelling
Emissions, energy and policy data
Historical carbon prices
Forward carbon forecasts
Technical trend analysis
Support and resistance levels
Market positioning insights
150+ structured datasets

What the platform provides

Standard capabilities

  • Policy monitoring translating regulatory developments into carbon price impacts
  • Market balance modelling estimating supply-demand dynamics
  • Fundamental datasets covering emissions, energy markets and policy drivers.
  • Historical price data and forward-looking carbon price forecasts.
  • Demand forecasts across road transport, maritime, and aviation fuel markets

Additional capabilities

  • Technical analysis including price trends, support, and resistance levels
  • Market behaviour and participant positioning insights
  • More than 150 structured datasets supporting internal modelling workflows
  • Interactive dashboards visualising market balance and carbon price drivers
  • Analyst updates across daily, weekly, and monthly horizons
  • Event-driven commentary interpreting policy and market shocks

Who this is for

  • Market participants, trading or hedging exposure in compliance carbon markets.
  • Financial institutions and investors assessing carbon price risk.
  • Energy-intensive industries and utilities managing carbon compliance exposure
Common user personas
  • Compliance entities and regulated installations
  • Brokers, traders, and carbon market advisors
  • Policymakers and climate policy stakeholders

Latest analyst updates

Article
24. July, 2026
No CSCF application
Henry Lush
Article
21. July, 2026
European Commission partially restarts the clock on international aviation in the EU ETS
Fitri WulandariHenry LushLisa Zelljadt
Article
17. July, 2026
More clarity on the Investment Booster
Anders Nordeng
Article
17. July, 2026
Make ETS trigger more decarbonisation while staying aligned to the 2040 target
Anders NordengFitri Wulandari
Article
17. July, 2026
Free allocation under the new EU ETS proposal: generous but conditional
Henry Lush
Article
17. July, 2026
EU ETS review proposal: First take
Article
17. July, 2026
ETS review proposal and impact assessment published
Article
17. July, 2026
Bearish: Confirmed LRF softens the cap trajectory
Article
17. July, 2026
Detailed agenda for the Commission meeting on the EU ETS proposal

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