Quantum Commodity Intelligence

Quantum Commodity Intelligence is expanding its coverage with the introduction of a new Hydrogen service, delivering in-depth insights into one of the fastest-growing markets in the energy transition. https://lnkd.in/eaJUpmkd Our new Hydrogen intelligence platform offers: - Key news and analysis - Survey market hydrogen assessments and calculated prices - Hydrogen project database, European hydrogen data, and US Gulf Coast rates Register now for a complimentary trial: https://lnkd.in/eA6etZe8

Productive time at the Nature Tech Summit in London, organised by CE Events & Media .    Great conversations all around — and a brilliant opportunity to connect with people driving innovation at the intersection of nature, technology, and climate. Tariq Gafur Thomas Duncombe

Thanks to Quantum Commodity Intelligence for featuring Carbon Removal Canada and helping spread the word about our upcoming interactive dashboard. As we build this resource, we’re calling on the carbon removal industry to contribute insights, data, and expertise to make it as impactful as possible. Canadian suppliers, buyers, and supply chain partners, as well as foreign companies with active or planned projects in Canada, can submit data to be incorporated into our interactive dashboard by March 31. 🔗 Read more: https://lnkd.in/gAuM4xXw #CarbonRemovalCanada #CarbonRemoval

Meet Tariq Gafur and Thomas Duncombe next week at the Nature Tech Summit in London, organised by CE Events & Media Let’s connect and discuss the latest in nature-based solutions and sustainable innovation. Drop us a message to meet up! #NatureTech #QuantumIntel #Sustainability #CEEvents #CarbonMarkets

Japan's jet fuel inventories have plummeted to levels not seen since spring 2012, despite increased refinery activity. This 23% year-on-year decline underscores persistent supply pressures in the domestic market https://lnkd.in/exXKDxA6 Key Insights: - Supply Crunch: Jet fuel stocks have dropped significantly, highlighting ongoing supply constraints. - Refinery Dynamics: Increased crude processing hasn't translated into higher jet fuel inventories, suggesting complex market - Market Implications: This trend could impact aviation fuel prices and availability, affecting both domestic and international carriers. Stay informed on these developments and more. Explore our latest oil market news and comprehensive price assessments with a complimentary 2-week trial https://lnkd.in/d_kiUNzJ #JetFuel #OilMarket #QuantumCommodityIntelligence #JapanEnergy #AviationFuel

George King Cassell and Milan Kaushal are heading to Lausanne for the Commodities Global Summit, hosted by FT Live. Be part of the conversation shaping global commodities—drop us a message to connect. See you there! #FTCommoditiesSummit #Trading #EnergyMarkets #MEETQUANTUM #CommoditiesGlobalSummit #FTCommoditiesGlobalSummit #FTCommodities

China’s EV market is accelerating—what does it mean for oil demand? China’s new energy vehicle (NEV) sales surged 52% year-on-year in the first two months of 2025, with over 1.55 million hybrid and electric vehicles sold domestically. Exports also soared, up 55%, reinforcing the country’s global push for electrification. - More EVs on the road = less demand for conventional fuels. - PetroChina projects gasoline demand could halve by 2040. - In 2025 alone, China’s refined product consumption is set to decline by 2%, led by weaker gasoline and diesel demand. As China reshapes the global energy landscape, how will oil markets adapt? Read the full article for insights on shifting fuel demand and the impact on crude markets: https://lnkd.in/gTe7RTkg Want real-time Oil market news & price assessments Sign up for a complimentary 2-week trial and stay ahead of the trends: https://lnkd.in/d_kiUNzJ

Can we transition from grey to low-carbon ammonia without breaking the bank?   The ammonia industry is at a crossroads. Moving from grey to blue ammonia isn't just a technological challenge—it’s an economic dilemma. In our latest interview, Stephen B. Harrison, founder of sbh4 consulting: due diligence and net-zero advisory, breaks down the critical barriers to scaling blue and green ammonia production and discussed an alternative: "light-blue" ammonia.   Why is "light-blue" ammonia a potential game-changer? It leverages existing ammonia plants, avoiding the need to build entirely new blue facilities. It offers a cost-effective decarbonisation pathway without the financial and operational penalties of blue or green ammonia. Yet, as Stephen B. Harrison points out, infrastructure, certification, and market pricing remain key hurdles. What will it take to get low-carbon ammonia off the ground?   sbh4 consulting: due diligence and net-zero advisory is an independent firm specialising in decarbonisation and defossilisation across hydrogen, e-fuels, biofuels, and emissions reduction.   Read the full interview for deep insights on the economics of ammonia decarbonisation, pricing breakdowns, and the impact of government subsidies: https://lnkd.in/ePxd56mA Sign up for a complimentary 2-week trial of our platform and stay ahead of industry shifts: https://lnkd.in/evCdnYTk Nidhi Pandurangi

The UN’s Methodologies Panel (MP) is steering a critical shift in clean cookstove projects, balancing accuracy and feasibility in carbon crediting. The latest recommendation introduces a marginality concept alongside the MoFuSS model, aiming to refine fNRB (fraction non-renewable biomass) values—key to determining carbon credit issuance. Why does this matter? The fNRB metric dictates how carbon credits are awarded in both voluntary and Paris Agreement markets. The MoFuSS model provides detailed satellite-based insights, but some argue it underestimates unsustainable firewood use. A marginal approach could adjust credit calculations—potentially unlocking more realistic valuations for developers. With the CDM Executive Board set to decide on the next steps later this month, the outcome could reshape carbon financing for clean cooking solutions worldwide. Read the full article for an in-depth analysis and stay ahead of key market developments: https://lnkd.in/efuf5Dd9 Explore all latest Carbon market news and price assessments with a complimentary 2-week trial: https://lnkd.in/esAKgyrX #CarbonMarkets #CleanEnergy #Sustainability #CarbonCredits #QuantumCommodityIntelligence

Australia’s carbon market is evolving. Four new carbon credit methods are in development, with final drafts expected in late 2025, marking a shift toward greater industry and Indigenous participation. Shortlisted methods include: - Improved native forest management in public lands - Expanding savanna fire management to new regions - Avoided clearing of native regrowth - Protecting wetlands from invasive species Each method is backed by leading universities, government agencies, and Indigenous organisations, reflecting a push for broader carbon project access and social benefits integration. But challenges remain: - Will these methods streamline market participation? - How will regulatory approvals shape their adoption? - Can they unlock new opportunities for landowners and communities? Read the full article for a deep dive into Australia’s evolving carbon credit landscape: https://lnkd.in/e4FwYKRe Stay ahead with expert market intelligence – access all recent Oil Market News & Price Assessments with a complimentary 2-week trial: https://lnkd.in/egj_NveS #CarbonMarkets #NetZero #ClimateAction #CarbonTrading #SustainableFinance #ACCUs #Australia