Veyt named climate risk advisory firm of the year, underscoring demand for analytics that filter policy noise in carbon and environmental markets. The recognition points to expanding roles for data and advisory providers.
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Oslo-based Veyt was named Climate risk advisory firm of the year by Energy Risk, a recognition that puts a spotlight on the expanding role of analytics in environmental markets. The award arrives as participants in carbon trading and related policy-driven markets grapple with a persistent problem: political sentiment often overshadows supply-and-demand fundamentals in the short run.
Marcus Ferdinand, chief analytics officer at Veyt, framed the core difficulty. “The biggest challenge for participants is basically seeing through the noise,” he said. That noise comes from shifting regulatory signals, election cycles, and sudden policy announcements that can reprice carbon allowances or renewable energy certificates within hours.
Environmental markets, from the EU Emissions Trading System to voluntary carbon offsets, are constructed by legislation. A single parliamentary vote or a change in auction design can alter the scarcity of allowances. This makes them structurally different from equity or commodity markets where physical supply and demand provide a steadier anchor.
When political sentiment shifts, prices can detach from modeled abatement costs or emission trajectories. For traders and compliance buyers, the result is a landscape where timing entry and exit around policy events matters more than long-term fundamental value. Advisory firms that can separate signal from noise become essential infrastructure.
Veyt’s approach combines policy tracking, fundamental modeling, and real-time data to give clients a filtered view. The firm’s recognition suggests that the market is voting with its wallet for analytics that address the policy-noise problem directly.
The award is not just about one firm. It signals that demand for climate risk analytics is growing as environmental markets expand in scope and liquidity. The EU carbon market alone traded over €800 billion in notional value in 2023, and new compliance markets are launching in Asia and Latin America. Each new market brings its own regulatory architecture and political risk profile.
This growth creates a readthrough for the broader ecosystem. Exchanges that list carbon futures and options benefit from higher volumes when participants have better tools to manage policy risk. Data vendors that supply real-time regulatory feeds and emissions data see increased contract values. Advisory and analytics providers, like Veyt, capture a larger share of the compliance and trading value chain.
The pattern mirrors earlier phases in financial markets where the rise of electronic trading was accompanied by a surge in demand for execution analytics and market microstructure tools. Here, the catalyst is not technology alone but the complexity of policy-driven price formation.
The award does not mean that policy noise is diminishing. If anything, the fragmentation of climate policy–with border adjustment mechanisms, divergent national targets, and election-driven reversals–is increasing the premium on interpretation. The advisory layer is becoming a cost of doing business for any entity with a compliance obligation or a speculative position in environmental instruments.
For traders, the practical takeaway is that the quality of policy analytics can be a differentiator in performance. The same headline can produce opposite trades depending on whether it signals a tightening of supply or merely political posturing ahead of a negotiation deadline.
The next concrete test for climate risk advisory demand will be the implementation phase of the EU’s Carbon Border Adjustment Mechanism (CBAM) and the potential linkage of compliance markets across jurisdictions. Each new regulatory layer will require participants to reassess their analytics stack. Firms that can demonstrate an edge in filtering policy noise will likely see further demand, while those relying on generic market commentary may find themselves on the wrong side of sharp repricings.
For broader market context on how regulatory shifts are shaping trading environments, see our stock market analysis.
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