Exploring transition.
An exploration of climate and nature transition, physical exposure, and transition finance - grounded in what we're seeing in the data.
Your 2030 Target Is Hiding in Dark Data
You will miss your 2030 carbon target not because you cannot decarbonise, but because you cannot measure it. The data exists - it is just dark. Here is the unlock.
The Average of Everyone Else
Spend-based emissions factors apply a sector average to a specific supplier. We tested them against real footprints and found gaps of up to a thousand times.
The Six Carbon Ratios
Revenue intensity is the default and the weakest. A taxonomy of six carbon intensity ratios - what each reveals, when to use it, and where each one lies.
Carbon Debt
Carbon accounting is a P&L with no balance sheet. Treating cumulative emissions as a carbon debt changes what a net-zero target actually means - and shows why back-loading is the most expensive thing a company can do.
The CSO and the CFO
Sustainability looks expensive only because we count it one line at a time. Held as a single book, the savings and the costs net out - and often net down. Seeing that is the shared job of the CSO and the CFO.
The Strategy Partner
Most CSOs want to design the future but are trapped measuring the past. Sustainability's real power is as a strategy partner to the CEO, reducing exposure - physical, climate and economic - before the shocks arrive.
Stepping Into the Transition Era
A decade of ambition set the direction. The transition era asks for transformation, not tweaks - resourced, governed, and modelled from sector to site.