Policy
Australia's cheapest emissions reductions are being bought, not made
IEEFA finds capturing methane from coal and gas would cost less than A$30 a tonne, well under the price of a carbon credit. Most facilities are not doing it.
Outlooks
Sector outlooks and research PDFs, each with a summary.
Every outlook links to the article it came from, so you can read the summary before you download the full document.
The full outlook PDFs are free to download once you have a free account.
All sector outlooks
Policy
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.
Policy
Three signals from the last week of August 2026
CBAM verification guidance, Japan's carbon market design and an EU ETS price above €80 all point the same way for procurement teams.
Sector: Maritime
Book and claim for maritime decarbonization: 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.
Outlook
The Europe Outlook 2026
Carbon costs at the EU border become a commercial reality. The challenge for supply chains is financing reductions further upstream.
Outlook
The Africa Outlook 2026
Critical minerals, exceptional solar potential and some of the lowest-cost real reductions in the world. Insetting can link them to the buyers who need them.
Outlook
The Middle East Outlook 2026
The Gulf is rebuilding part of its export model around hydrogen and ammonia. The opportunity is to connect verified reductions to cargoes that already move.
Outlook
The North America Outlook 2026
Scope 3 finance continued through federal policy shifts for structural reasons. The question is how to connect action to credible outcomes.
Outlook
The APAC Outlook 2026: the region has started pricing net zero
Five new compliance markets in a year, priced emissions up more than 30 percent, and border adjustments already landing.
Outlook
The Latin America Outlook 2026
The region already has natural and systemic advantages for lower-emission aluminum, agriculture, copper and lithium. Verification is the challenge.
Sector: Steel
The cost case against green steel is eroding
CBAM is pushing the carbon cost on conventional steel toward the green premium. Price convergence still does not build capacity.
Policy
CBAM prices the tonne but does not fund removing it
The importer measures and pays, and the emissions stay. The verified data a CBAM declaration requires is the baseline an inset credit needs.
Outlook
The Chemicals Outlook 2026
The sector accounts for 5 to 6 percent of global emissions and faces a $850 to $900 billion capital gap to 2030. Downstream demand is the missing ingredient.
Market structure
Scope 3 isn't a reporting problem. It's a capital-allocation problem.
Why supply-chain decarbonization stays unfunded, and what kind of fix it actually needs.
Market structure
Three numbers behind the insetting paradox
Most emissions sit in Scope 3, funding a supplier's emissions reduction recovers nothing today, and one inset credit changes that.
Transition finance
When cutting beats buying: the balance-sheet case for insetting
Our 2026 white paper models four value chains to 2050 and finds reducing emissions in-house already cheaper than buying credits in most sectors.
Sector: Steel
€8 in free permits for every €1 reinvested
Europe's three largest steelmakers received €25.7 billion in free ETS allowances and committed €3.2 billion to decarbonization.
Sector: Agriculture
Supermarkets are struggling with food emissions
Madre Brava's UK director on why farm-level change is too slow and too small to hit near-term retail targets.
Outlook
The Agriculture & Food Outlook 2026
Nine in ten tonnes of a food company's carbon sit on farms it does not own. In 2026 that stops being optional.
Outlook
The Mining Outlook 2026
A mine's Scope 1 is its customers' Scope 3. From January 2026 CBAM prices it at the border and the Battery Passport grades every cell.
Outlook
The Cement & Concrete Outlook 2026
Low-carbon cement is not a technology problem. The final investment decision is missing because the green premium has no buyer.
Outlook
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.
Outlook
The Aviation Outlook 2026
Clean jet fuel is not a technology problem. The plants will not get built until buyers commit.
Outlook
The Maritime & Shipping Outlook 2026
Carbon just became a P&L line. The building blocks are falling into place; the missing piece is routing cargo dollars to the bunker tank.
Sector: Maritime
Decarbonizing the shipping industry with Carbon3
Our February 2025 brief on the cost of maritime decarbonization, and how inset credits can help fund it across the value chain.
