The Carbon3 blog

    Financing the cuts
    inside the value chain.

    Sector outlooks, policy signals and field notes on insetting, Scope 3 and the capital that moves them.

    Sector: Maritime25 September 2026

    Ethanol isn't a better marine fuel. It's an earlier one.

    At the Clean Marine Fuel Forum in Singapore, the case for ethanol rests on three tests: the molecules exist, the assets already work, and the economics clear today.

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    Field notes24 September 2026

    Insetting turns a sustainability expense into a supplier relationship

    BASF and Boortmalt on barley emissions, Royal Canin and Soil Capital on 300,000 hectares of farmland, and ZEMBA on pooled buying power for low-emission shipping.

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    Sector: Maritime24 September 2026

    Ten years of the Clean Marine Fuel Forum

    No single fuel or pathway to net zero, but progress cannot wait for perfect certainty. A recap of the 10th Clean Marine Fuel Forum in Singapore.

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    Policy22 September 2026

    Australia's cheapest emission cuts are being bought, not made

    IEEFA finds capturing methane from coal and gas would cost less than AUD 30 a tonne, well under the price of a carbon credit. Most facilities are not doing it.

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    Outlook8 September 2026

    Global electricity demand growth is accelerating again

    After easing in 2025, the IEA expects demand growth to climb through 2027, adding more than the annual use of many major economies in two years.

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    Sector: Steel6 September 2026

    The cost of delayed action in the steel sector

    Europe's carbon border charge phases in slowly at first, then steeply. The next three years look cheap; the four after that are a cliff.

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    Policy6 September 2026

    Three signals from the first week of September 2026

    Amazon extends its inset marketplace to aviation fuel, a study brackets the carbon tax level that works, and Singapore signs a credit agreement with Laos.

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    Outlook31 August 2026

    Solar is now the largest source of global energy-demand growth

    For the first time solar supplied more than a quarter of the growth in global energy demand, and low-emissions sources together delivered nearly 60 percent.

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    Sector: Maritime30 August 2026

    The cost of delayed action in maritime shipping

    Green fuel supply through 2030 is effectively spoken for by early movers. A late start cannot catch up.

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    Policy30 August 2026

    Three signals from the last week of August 2026

    CBAM verification guidance, Japan's carbon market design and an EU ETS price above EUR 80 all point the same way for procurement teams.

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    Transition finance27 August 2026

    Six opportunities for sustainable finance, and the gap beneath them

    WRI's 2026 list is right about the institutional constraints. Underneath them sits a market-design problem: Scope 3 reductions remain an unpriced cost.

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    Sector: Maritime23 August 2026

    Book and claim for maritime decarbonisation: momentum and fragmentation

    The model is gaining traction with buyers and standards bodies, but inconsistent frameworks push a heavy due-diligence burden onto procurement teams.

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    Transition finance17 August 2026

    Global climate finance has crossed USD 2 trillion, but growth is slowing

    Annual flows passed USD 2 trillion, while the growth rate fell from 30 percent in 2021 to an estimated 2 to 3 percent in 2025.

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