Market structure and demand map
How is the market built, and where does demand come from?
Instruments, where each acts on emissions, and who creates demand.
Market and strategy advisory for companies that plan, buy and manage carbon removals and other climate instruments.
ClimeFi Advisory supports companies that buy, develop or invest in carbon removals and other climate instruments. We start with the decisions you need to make, then draw on our market work: who buys and why, where supply and delivery stand, and which rules apply. Public data, ClimeFi data and ClimeFi views are labelled separately.
Who buys, why, and where demand is heading.
Where supply really stands, including what public data misses.
The rules that decide what credits can be used for.
Standardised briefs on the coalitions shaping the market.
Where the long-horizon durability debate is heading.
Seven areas of the market, from how it is built and who buys to procurement and risk. We agree which ones apply to you at the start.
How is the market built, and where does demand come from?
Instruments, where each acts on emissions, and who creates demand.
How do the different credit types compare?
Avoidance and reduction, nature-based removals, durable CDR, sustainable aviation fuel certificates and other EACs.
How do other buyers spend, and who moves next?
How buyers allocate budget, how concentrated demand is, and who moves next.
What is the largest buyer doing, and what does it signal?
The largest buyer’s strategy and what it signals, plus the next tier.
Where is demand heading, and what would change that?
Low, medium and high cases, and the indicators that show which is playing out.
How should we build and buy a portfolio, and manage the risk?
Portfolio mix, contract terms, delivery risk and routes to market.
What does this mean for our strategy?
What it means for your strategy, with a roadmap and watch points.
Seven areas of the market, from how it is built and who buys to procurement and risk. We agree which ones apply to you at the start.
| Area | What it answers and covers |
|---|---|
01Market structure and demand map | How is the market built, and where does demand come from? Covers instruments, where each acts on emissions, and who creates demand. Instrument taxonomy · Where each acts on emissions · Market liquidity · Regulatory demand · Voluntary demand |
02Asset deep dives | How do the different credit types compare? Covers avoidance and reduction, nature-based removals, durable CDR, sustainable aviation fuel certificates and other EACs. Avoidance and reduction · Super pollutants · Nature-based removals · Durable CDR · Sustainable aviation fuel certificates · EACs beyond aviation |
03Buyers’ archetypes, strategies and benchmarks | How do other buyers spend, and who moves next? Covers how buyers allocate budget and how concentrated demand is. Buyer archetypes · Concentration of demand · Buyer migration · Benchmarks |
04Buyer deep dives | What is the largest buyer doing, and what does it signal? Covers its strategy, plus the next tier. Largest buyer’s strategy · Next tier of buyers |
05Market outlook: drivers, indicators and scenarios | Where is demand heading, and what would change that? Covers low, medium and high cases and the indicators that show which is playing out. Demand drivers · Indicators to watch · Low, medium and high · Estimating demand · ClimeFi view |
06Procurement, portfolio construction and risk management | How should we build and buy a portfolio, and manage the risk? Covers portfolio mix, contract terms, delivery risk and routes to market. Portfolio mix over time · Procurement methods · Contract terms · Risk management · Routes to market |
07Implications and roadmap | What does this mean for our strategy? Covers what it means for you, with a roadmap and watch points. Key takeaways · Your position · Roadmap · Watch points |
We agree the questions, the coverage and the format with you first, then do the work.
Deliverables depend on the scope we agree with you. This example is a market and demand study, delivered as a PDF slide deck with public data, ClimeFi data and ClimeFi views labelled separately.




Use one or several. We agree the scope and format with you at the start.
| Workstream | What it answers and covers | Typical format |
|---|---|---|
01Market structure and buyer demand outlook | Who buys, why, and where demand is heading.
| Typically a report or slide deck (PDF)Working session |
02Supply outlook and delivery status | Where supply really stands, including what public data misses.
| Typically a briefing deck (PDF)Working session |
03Regulatory developments | The rules that decide what credits can be used for.
| Typically a regulatory briefWorking session |
04Buyers’ clubs and initiatives | Standardised briefs on the coalitions shaping the market.
| Typically a 1–2 page brief per initiativeWorking session |
05Durability outlook | Where the long-horizon durability debate is heading.
| Typically a briefing note (PDF)Q&A debrief |
Market and strategy advisory for companies that plan, buy and manage carbon removals and other climate instruments, usually delivered as written briefs and a working session.
Market structure and buyer demand, supply and delivery status, regulatory developments, buyers’ clubs and related initiatives, and the durability outlook.
No. You can start with one and add others as your questions change.
No. We start with what you need to decide, then agree the coverage and format with you.
Usually as a written output, such as a report, deck or short brief, plus a working session to walk through the findings. The format depends on the scope.
Avoidance and reduction, nature-based removals, durable carbon dioxide removal, sustainable aviation fuel certificates and other environmental attribute certificates.
Companies planning a carbon strategy, buying credits or removals, or managing a portfolio they already hold.
Tell us what you need to decide and we will propose a scope.