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Blog & insights

Market intelligence, trend analyses, and strategic perspectives from our research team — across carbon management, AI in sustainability, energy storage, and precision agriculture.

AI in Sustainability

Satellite ML for emissions monitoring: who's detecting what, and how reliably

GHGSat, Kayrros, Climate TRACE, and others now detect facility-level methane plumes. We benchmark detection thresholds and review accuracy against ground truth.

May 14, 2026 Read more →
Precision Agriculture

Satellite soil carbon MRV: where remote sensing genuinely substitutes for sampling

Soil carbon protocols still require sampling, but remote-sensing-derived MRV is closing the gap. We benchmark vendor approaches against protocol requirements.

May 14, 2026 Read more →
CO₂ Carbon Management

Auditing the credibility of corporate net-zero plans: a five-dimension framework

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.

May 7, 2026 Read more →
Energy Storage

Second-life EV battery economics: stationary storage's most contested supply

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.

May 7, 2026 Read more →
AI in Sustainability

The AI energy demand paradox: data center build-out vs. efficiency gains

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.

April 30, 2026 Read more →
Precision Agriculture

India's precision agriculture stack: who's actually reaching smallholders

CropIn, DeHaat, Fasal, and AgNext have raised substantial capital. We separate scaled deployment from pilot theater and identify which interventions show repeatable smallholder ROI.

April 30, 2026 Read more →
CO₂ Carbon Management

CDR buyer coalitions: Frontier, NextGen, and the new shape of engineered removal demand

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.

April 23, 2026 Read more →
Energy Storage

Thermal storage for industrial heat: Rondo, Antora, and the 1,500°C race

Heat batteries promise zero-marginal-cost decarbonized process heat. We compare technology stacks, off-take signals, and the industrial customers writing the first checks.

April 23, 2026 Read more →
AI in Sustainability

ESG data extraction with LLMs: the quality ceiling and where it breaks

AI-driven extraction from sustainability reports promises scale — but systematic analysis reveals blind spots in scope 3, asset-level data, and forward-looking commitments.

April 16, 2026 Read more →
Precision Agriculture

Biological inputs ROI: separating marketing from on-farm performance

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.

April 16, 2026 Read more →
CO₂ Carbon Management

India's carbon market: 2026 roadmap and the compliance scramble

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.

April 8, 2026 Read more →

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