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.
Read the articleInsights
Research on financing emissions reductions across the value chain.
Carbon3 publishes sector outlooks, articles and field notes on insetting, Scope 3 and the capital that funds them.
Articles
Newest first
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.
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200 million tonnes of Scope 3 opportunities, mapped
Carbon3's AI agents mapped 1,694 insetting opportunities across 364 companies and 1,500 value-chain partners.
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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.
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An open emissions registry for Scope 1, 2 and 3 data
Corporate disclosures used to sit buried in thousands of PDFs.
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The price at which insetting beats offsetting
In all four cases studied, the tipping point is already at or below where credit prices are expected to go.
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Offsetting is not the cheap option
Offsetting purchases 2.5 to 3.5 times more credits over time, and each extra credit is an emission the company has not addressed.
Read the articleTransition 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.
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LNG could add 300 bcm of export capacity by 2030 that demand may not absorb
Under the IEA's Stated Policies Scenario, renewables, nuclear and efficiency leave a potential 65 bcm overhang.
Read the articleSector: 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.
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Smarter grid connection rules could unlock half the projects waiting in queues
The IEA estimates that connection reform and grid-enhancing technologies could clear a large share of advanced-stage projects without new lines.
Read the articleSector: 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.
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The Carbon3 Newsletter
Weekly analysis of industrial decarbonization and insetting across Scope 1 to 3, from the Carbon3 team.