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Prices for jet fuel and physical SAF went up, SAF certificates (SAFc) went down. Sounds counterintuitive? Well, it’s what the data show. During the early 2026 fuel shock, Jet A exploded from the mid-$700s to over $1,700 per tonne of fuel. Physical SAF rose alongside it, from $2,300 to $3,500/t according to BloombergNEF and Fastmarkets. A relatively steady green premium of ~$1,500-$1,800/t. Over the same period, at Patch we saw SAFc prices fall, from the mid-$200s in January to ~$150 in September per tonne of CO2e reduced. SAF certificates represent a carbon reduction claim, and claims pricing can diverge from physical products. You can find more environmental markets data in our 2026 data report: The environmental portfolio. Download link is in the comments 👇 and send me a note on what resonates!

CSOs and CFOs at the enterprise level need a sophisticated understanding of the market dynamics of any resource they have to procure. As the environmental markets grow in complexity and as more come online, it becomes a heavy lift for teams to keep ahead. There's more supply coming online, that supply is becoming richer and more heterogeneous in attributes, and regulation and standards are always pushing toward a higher bar. The information you need to make good decisions is spread across registries, brokers, utilities, and private deals. It's siloed by market, and within those markets there are sub-siloes of geography, governing body, and more. The data is fragmented, but our platform brings it together. Our new data report gives you a synthesized view of carbon, low carbon fuels, and clean energy markets. It reflects the modern enterprise's portfolio approach to climate action. It pairs that data with analysis from our experts and takeaways written at the executive level. I'll have printed copies with me at COP31 in Antalya, November 9 to 14. If you'll be there too, send me a note.

There’s nothing quite like touching a pipe carrying liquid CO₂ at -30°C to make climate action feel f̶r̶e̶e̶z̶i̶n̶g̶ tangible! ❄️ I’ve recently returned from Norway, where I watched CO₂ being captured at Inherit's BECCS facility, then trucked to Northern Lights JV's Bergen terminal, bound for a saline aquifer 2.6km below the seabed. So much of carbon management lives in spreadsheets and registries. Seeing those tonnes first-hand, and the sheer scale of the infrastructure behind them, was amazing! The best part, though, was the group that travelled with the Patch team and I on the visit: CSOs and sustainability leads from consulting, manufacturing, insurance, banking and beyond. Standing next to the infrastructure, our conversations kept returning to two questions: 1) How do we choose which projects to fund against the residual emissions we are creating right now, and how do we ensure they are quality projects we can rely on? 2) How do we lock in the durable removals we’ll need for net zero, at the right price and volume, and be ready to scale our retirements from 2035 at the latest? Here’s what I’m seeing in the market: → Buyers are continuing to move from one-off credit purchases to multi-year offtakes, and ahead of those contract signatures, they’re diligencing projects more deeply than ever. → Durable removal supply is tight, especially near-term - and unexpectedly, technological maturation isn’t automatically making these credits cheaper - so strategising procurement is critical. The demand is there, and often so is the infrastructure. What’s missing for most leaders isn’t intent, it’s time. For example, rigorous diligence shouldn’t mean months of delay or getting stuck in internal bureaucracy... getting under the hood of project design, MRV and risk documentation is a huge lift, and that’s where we help at Patch: we distil that complexity into something clear enough to make a confident decision on, quickly. If you’re working out how to secure the resources you need to grow sustainably, today and for the long term, my DMs are open. Huge thanks to Inherit, Northern Lights and Sirona Technologies for an unforgettable trip. A few highlights below! 👇 #CarbonRemoval #CCS #BECCS #NetZero #ClimateAction

Climate Week NYC is days away. Apply to reserve your spot at our flagship event, Rebalance: https://lnkd.in/gvuK3mDM The sustainability role is in flux. Executives are facing pressure from all directions to balance AI and climate, customers and investors, the present and the future. The choices they make today have tremendous leverage over what their companies and our planet will look like long after their tenures. That's why we're hosting Rebalance with our partners at ServiceNow: to help these leaders make their choices. Our speakers collectively represent decades of experience in the role and trillions of market cap. Lyndsay Harris Kyei, VP of Global Impact & CSO, ServiceNow Joe Speicher, CSO, Autodesk Shea (Shafaq) Jameel, CSO, Marsh Caroline Corbett-Thompson, Head of Global ESG, Wise Vanessa Miler-Fels, SVP Global Supply Chain, Safety, Environment, Real Estate and Sustainability, Schneider Electric Josh Parker, Head of Sustainability, NVIDIA Burgess Scott Davis, SVP North America, CSO, Pepsico Amy White, Global Head of Corporate Social Responsibility and Social Impact Communications, Adobe Khadija Ali, Group Director, Sustainability and Responsible Business, Lloyds Bank If you're a peer sustainability leader at the enterprise level, you may be eligible to attend. Don't miss this event — it will be the defining executive-level summit of NY Climate Week.

The resource markets shaping the next decade are already emerging. Patch helps sustainability leaders understand what’s changing, identify the right opportunities, and build programs that can grow with their business.

You shouldn’t have to become an expert in every environmental market to make responsible decisions. Patch acts as an extension of your team, giving you the market access, guidance, and tools to move with confidence.