Advisory

Know the marketbefore you engage

Market and strategy advisory for companies that plan, buy and manage carbon removals and other climate instruments.

The context

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.

What we advise on
  • Who buys, why, and where demand is heading.

    • Buyer personas and budget split across credit categories
    • The policies and standards shaping demand today and next
    Typically a report or slide deck (PDF)Working session
  • Where supply really stands, including what public data misses.

    • Project status by pathway, from FEED to delivery
    • Delays and their causes, and the supply and demand balance
    Typically a briefing deck (PDF)Working session
  • The rules that decide what credits can be used for.

    • CRCF, EU ETS, Article 6, SBTi and ISO
    • The nature-based removals debate across standards
    Typically a regulatory briefWorking session
  • Standardised briefs on the coalitions shaping the market.

    • Targets, quality bars, contracts and influence
    • Six initiatives, one five-part template
    Typically a 1–2 page brief per initiativeWorking session
  • Where the long-horizon durability debate is heading.

    • 100, 200 and 1,000-year views
    • Where standards bodies are heading
    Typically a briefing note (PDF)Q&A debrief
Market and demandIllustrative
Coverage

What our advice can cover

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.

01

Market structure and demand map

How is the market built, and where does demand come from?

We cover

Instruments, where each acts on emissions, and who creates demand.

Instrument taxonomyWhere each acts on emissionsMarket liquidityRegulatory demandVoluntary demand
02

Asset deep dives

How do the different credit types compare?

We cover

Avoidance and reduction, nature-based removals, durable CDR, sustainable aviation fuel certificates and other EACs.

Avoidance and reductionSuper pollutantsNature-based removalsDurable CDRSustainable aviation fuel certificatesEACs beyond aviation
03

Buyers’ archetypes, strategies and benchmarks

How do other buyers spend, and who moves next?

We cover

How buyers allocate budget, how concentrated demand is, and who moves next.

Buyer archetypesConcentration of demandBuyer migrationBenchmarks
04

Buyer deep dives

What is the largest buyer doing, and what does it signal?

We cover

The largest buyer’s strategy and what it signals, plus the next tier.

Largest buyer’s strategyNext tier of buyers
05

Market outlook: drivers, indicators and scenarios

Where is demand heading, and what would change that?

We cover

Low, medium and high cases, and the indicators that show which is playing out.

Demand driversIndicators to watchLow, medium and highEstimating demandClimeFi view
06

Procurement, portfolio construction and risk management

How should we build and buy a portfolio, and manage the risk?

We cover

Portfolio mix, contract terms, delivery risk and routes to market.

Portfolio mix over timeProcurement methodsContract termsRisk managementRoutes to market
07

Implications and roadmap

What does this mean for our strategy?

We cover

What it means for your strategy, with a roadmap and watch points.

Key takeawaysYour positionRoadmapWatch points
Coverage

What our advice can cover

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.

AreaWhat 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
How we work

From your question to a recommendation

We agree the questions, the coverage and the format with you first, then do the work.

  • 01Understand what you need
  • 02Agree the scope
  • 03Deliver and walk you through it
Illustrative
Example deliverable

An example deliverable

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.

  • 01Cover and contents
  • 02Exhibits and tables
  • 03Charts with sources
Example report chart page
Example report exhibits page
Example report contents page
Example report cover
Cover and contentsExhibits and tablesCharts with sourcesExample from one study. Not every engagement includes a report.
At a glance

Areas we can cover

Use one or several. We agree the scope and format with you at the start.

WorkstreamWhat it answers and coversTypical format
01Market structure and buyer demand outlook

Who buys, why, and where demand is heading.

  • Buyer personas and budget split across credit categories
  • The policies and standards shaping demand today and next
Typically a report or slide deck (PDF)Working session
02Supply outlook and delivery status

Where supply really stands, including what public data misses.

  • Project status by pathway, from FEED to delivery
  • Delays and their causes, and the supply and demand balance
Typically a briefing deck (PDF)Working session
03Regulatory developments

The rules that decide what credits can be used for.

  • CRCF, EU ETS, Article 6, SBTi and ISO
  • The nature-based removals debate across standards
Typically a regulatory briefWorking session
04Buyers’ clubs and initiatives

Standardised briefs on the coalitions shaping the market.

  • Targets, quality bars, contracts and influence
  • Six initiatives, one five-part template
Typically a 1–2 page brief per initiativeWorking session
05Durability outlook

Where the long-horizon durability debate is heading.

  • 100, 200 and 1,000-year views
  • Where standards bodies are heading
Typically a briefing note (PDF)Q&A debrief

Questions we are asked

What is ClimeFi Advisory?

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.

Which topics does it cover?

Market structure and buyer demand, supply and delivery status, regulatory developments, buyers’ clubs and related initiatives, and the durability outlook.

Do I need all five areas?

No. You can start with one and add others as your questions change.

Is the scope fixed?

No. We start with what you need to decide, then agree the coverage and format with you.

How is the work delivered?

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.

Which asset classes does it cover?

Avoidance and reduction, nature-based removals, durable carbon dioxide removal, sustainable aviation fuel certificates and other environmental attribute certificates.

Who is it for?

Companies planning a carbon strategy, buying credits or removals, or managing a portfolio they already hold.

Data and sources

Public data, ClimeFi data and ClimeFi views are labelled separately in everything we deliver. Some of our market data is public:
Next steps

Talk to us about your carbon strategy

Tell us what you need to decide and we will propose a scope.