ClearBlue Markets has won three more prestigious Environmental Finance 2025 Environmental Market Rankings for Best Advisory/Consultancy in the EU Emissions Trading System, North American Markets (California), and North American Markets (All – including Canada and Mexico), contributing to a total of 26 awards since 2017.
These accolades underscore deep industry expertise and qualities that empower our clients to navigate both compliance and voluntary carbon markets with confidence:
- Integrated Tools & Technology: Leveraging our proprietary tools, including the ClearBlue Vantage platform, we provide comprehensive support through scenario modeling and pricing projections.
- Expert Advisory Capabilities: Customized strategies that help clients manage risk, reduce compliance costs, and seize new market opportunities.
- Leading-Edge Market Intelligence: Real-time insights driven by our regional experts and powered by our Vantage platform, which aggregates complex data streams into actionable intelligence.
- Global Market Coverage: An extensive network of experts monitoring and analyzing markets across Europe and North America, and emerging regions, including China and Latin America, worldwide.
What sets us apart?
We operate at the intersection of local expertise and global market intelligence, ensuring that our clients receive insights that account for regional nuances while maintaining a comprehensive international perspective.
In Europe
Our work in the EU ETS gives clients a holistic view of a rapidly evolving landscape.
We closely monitor and analyze transformative regulatory initiatives. For example, the introduction of the Carbon Border Adjustment Mechanism (CBAM) is reshaping competitive dynamics by imposing carbon costs on imported goods from regions with less stringent emissions standards. This means that companies importing goods from markets such as China now face new pricing pressures, prompting them to reassess their supply chains and competitive strategies.
Additionally, the inclusion of the maritime sector in the ETS has had profound implications. In regions from the UK to China, we’ve observed that shipping companies and port operators are modifying their allowance purchasing strategies to hedge against anticipated price spikes as stricter emissions requirements take hold. Our analysis tracks these changes, offering real-time insights into how new regulatory frameworks drive market behavior.
A standout element of our European offering is our exclusive EU Behavioural Insights solution. This innovative modeling tool leverages advanced behavioural analytics to analyze real-world data on purchasing and selling patterns, enabling us to forecast potential deficits or surpluses in the market. This means a client can adjust their risk management or hedging strategies with much greater precision, whether they’re preparing for a regulatory announcement or an unexpected market shift.
In North America
Our presence in North American markets is defined by a deep understanding of the local regulatory frameworks and market dynamics, which are often as diverse as they are dynamic.
California remains a bellwether for carbon market activity in the region. Our recent, granular analysis of the Low Carbon Fuel Standard (LCFS) regulatory setback is a prime example of our work. We track every regulatory development and price movement. For instance, with the recent upheaval around the LCFS, our team quickly provided insights on how the market would likely respond—information that helped clients adjust their trading strategies in real time.
Following recent price volatility due to regulatory uncertainties, our insights enabled clients to optimize the timing of their credit acquisitions, mitigating risk and capitalizing on market dips.
Our North American coverage addresses the diverse regulatory landscapes of the United States, Canada, and Mexico. We integrate insights from the Western Climate Initiative (WCI), which encompasses both California and Quebec, with our dedicated coverage of individual Canadian markets.
Separate Canadian analysis also dives deep into distinct provincial systems—such as Ontario, British Columbia’s OBPS, and others—to capture regional nuances in carbon pricing and regulatory approaches.
Read our CEO Michael Berend's comments on Canada's climate policy shift in Environmental Finance
By synthesizing data from varied sources, our team develops a unified strategic perspective that reconciles differences in pricing mechanisms and compliance regimes across borders. This holistic view enables us to identify cross-market synergies and trading opportunities; for instance, a client might leverage lower credit prices in one jurisdiction to offset higher costs in another, thereby creating a balanced, cost-effective compliance strategy across the entire North American region.
Emerging Markets & Beyond
Our global network isn’t confined to established markets; we’re actively monitoring and engaging with emerging carbon markets in Latin America, Asia, Africa, and Oceania.
As countries in Asia roll out their first compliance-based and voluntary carbon markets, we provide early-stage insights into market design and regulatory structures. For example, in China, where the national ETS is still evolving, our research helps clients understand the implications of policy changes and market expansion plans. This early insight can be crucial for companies looking to establish a foothold in the region before the market fully matures.
In January of 2025, ClearBlue launched a comprehensive coverage of China in a weekly and monthly update, prepared by principal analyst Yan Qin, a fixture of local carbon markets news and analysis. Subscribers gain access to:
- Daily updates, topical reports and live updates: Real-time data on major policy and market developments, and daily closing prices of allowances and trading volumes in the China national ETS.
- Weekly reports: In-depth analysis of China national ETS price movements and key policy updates.
- Quarterly and Annual Supply and Demand Forecasts: Comprehensive insights into supply and demand trends in the China national ETS, featuring quarterly updates to allowance price forecasts extending to 2035. Analyses are powered by an in-house modelling suite and include both detailed quarterly reports and an overarching annual outlook.
ClearBlue’s Project Development team has been active in Latin America for five years and helped drive our standing as runner up in this year’s Environmental Finance category for North American Markets (All – includes Canada and Mexico): Best project developer.
New this year is the addition of reports analyzing carbon market activity in the region. The Latin America Monthly Report and Country Primers are comprehensive, data-driven resources that offer:
- Monthly updates on key developments in climate policy and carbon markets across Latin America.
- In-depth analysis of regulatory changes at both national and subnational levels, including new carbon tax implementations, amendments to Emissions Trading Systems (ETS), and emerging policy trends both in the compliance and Voluntary Carbon Markets that continue to expand in the region.
Let’s talk
Having successfully guided over 300 clients through diverse programs, ClearBlue Markets transforms carbon pricing challenges into strategic opportunities.
Our multi-award-winning approach, combining unparalleled market intelligence with bespoke advisory services, ensures that every regulated emitter, offset seeker, and investor is always one step ahead on their sustainability journey.
Let’s work together to transform carbon challenges into a pathway for long-term value creation and a sustainable future. Contact us today.