Offsetting sends money sideways. Insetting sends it to the source.
Producers will not build without buyers; buyers will not commit without supply. Financing reductions from the value chain breaks the standoff.
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Even free money was not enough for hydrogen steel
ArcelorMittal put its European hydrogen plans on hold and turned down EUR 1.3 billion. The missing piece is a buyer prepared to pay the premium.
Read insightSharing the green steel premium
Clean steel costs 50 to 70 percent more. Inset buyers can close 30 to 50 percent of the gap; the rest needs a financeable structure.
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The Iron & Steel Outlook 2026
The furnace already works. What is missing is the final investment decision, because the green premium has no buyer to underwrite it.
Read insightOutside Europe, the global average carbon price is USD 21 a tonne
Carbon pricing covers 29 percent of global emissions and raised USD 107 billion, but the average price is far below what redirects investment.
Read insightInsetting is a cycle, not a transaction
Each completed turn adds liquidity, tightens price discovery and makes the next green tonne cheaper to finance.
Read insight140 SAF projects announced, almost all stalled
The problem is not technology but financial structuring. Insetting creates the demand signals and long-term offtake that projects need.
Read insightREDD+ credits were oversold, but most projects cut deforestation
A peer-reviewed study of 44 projects found credits oversold by a factor of more than ten, while four in five projects genuinely reduced forest loss.
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The Aviation Outlook 2026
Clean jet fuel is not a technology problem. The plants will not get built until buyers commit.
Read insightCBAM liabilities are concentrated in steel and in a few exporting countries
Some exporters face tariff-equivalent exposure far above the global average.
Read insightJapan has more than twice the validated SBTi targets of the United States
Asia's regional adoption of science-based targets is growing faster than Europe's.
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Clearing the green shipping premium without waiting for policy
A market-driven allocation model lets carriers close 25 to 45 percent of the premium gap from cargo-side demand.
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