Market intelligence, trend analyses, and strategic perspectives from our research team — across carbon management, AI in sustainability, energy storage, precision agriculture, the energy transition, and semiconductors.
Lithium-ion shifts power by hours. The grid's real challenge is shifting it by days. That gap is where long-duration storage lives — and where the sustainability case has to be measured, not assumed.
Point carbon capture at the right target and it decarbonises what nothing else can. Point it at the wrong one and it prolongs the problem. The whole question is the target — and the evidence.
Co-locating solar and agriculture turns a single-use asset into a dual-revenue one — but the structure choice, not the concept, decides whether a project is bankable. We work through the economics.
The recycling you learned as a child is not the industry reshaping battery supply chains today. Recovering critical minerals from spent cells is now strategy as much as sustainability — where the claims hold up.
Every EV, inverter, and industrial drive depends on power semiconductor modules — and the migration from silicon to silicon carbide is reshuffling which suppliers lead. We map the shift.
Green hydrogen attracts enormous capital and equal skepticism. The economics turn almost entirely on delivered cost and application fit — and both vary enormously by region. A clear-eyed read.
GHGSat, Kayrros, Climate TRACE, and others now detect facility-level methane plumes. We benchmark detection thresholds and review accuracy against ground truth.
Soil carbon protocols still require sampling, but remote-sensing-derived MRV is closing the gap. We benchmark vendor approaches against protocol requirements.
Most Fortune 500 plans rely on offset assumptions that don't survive scrutiny. We propose a five-dimension framework for separating credible plans from defensive ones.
Used EV packs are flowing into stationary applications, but warranty, integration, and SOH variability create real constraints. We map the supply economics for the next 24 months.
Training compute has 10x'd in 18 months. Inference efficiency has 100x'd on key benchmarks. We model net energy demand through 2030 with credible bounds.
CropIn, DeHaat, Fasal, and AgNext have raised substantial capital. We separate scaled deployment from pilot theater and identify which interventions show repeatable smallholder ROI.
Advance market commitments now account for over $1B in engineered removal purchases. We map who's buying, what they're buying, and which suppliers have scaled into delivery.
Heat batteries promise zero-marginal-cost decarbonized process heat. We compare technology stacks, off-take signals, and the industrial customers writing the first checks.
AI-driven extraction from sustainability reports promises scale — but systematic analysis reveals blind spots in scope 3, asset-level data, and forward-looking commitments.
Biologicals are projected as a multi-billion-dollar market by 2030, but on-farm performance varies wildly. We work through the trial methodology issues that obscure real ROI.
The Carbon Credit Trading Scheme has finalized obligated entity thresholds for the first compliance cycle. We unpack the framework, the buyer-seller architecture, and where the first credible pricing signals will emerge.