Sharing 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.
Read insight
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 insight
Outside 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 insight
Insetting is a cycle, not a transaction
Each completed turn adds liquidity, tightens price discovery and makes the next green tonne cheaper to finance.
Read insight
140 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 insight
REDD+ 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.
Read insight
The Aviation Outlook 2026
Clean jet fuel is not a technology problem. The plants will not get built until buyers commit.
Read insight
CBAM liabilities are concentrated in steel and in a few exporting countries
Some exporters face tariff-equivalent exposure far above the global average.
Read insight
Japan 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.
Read insight
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.
Read insight
Science-based targets are scaling, but impact is still concentrated where companies have control
The next frontier is Scope 3: turning value-chain ambition into financed, verified and shareable outcomes.
Read insight
Around 40 percent of the runway to 2030 is already gone
Scope 3 targets need cuts now, fuel projects take years to deliver, and European rules are already live. A graphic from our Maritime Outlook.
Read insight