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Latest issue · OCT 08, 2026Name the Company. Name the Person. Name the Date. →
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Every week, one structural shift in climate, energy or ESG — decoded, not just reported.

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Written for investors, operators and executives who need the strategic read, not the headline.

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— The Archive —

Recent issues.

OCT 08, 2026Newsletter

Name the Company. Name the Person. Name the Date.

Three questions about your European pipeline. The third one is where most of them die.

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OCT 01, 2026Newsletter

A regulation just created a budget. Who finds it first?

Energy audits produce a number, a date, and a line item. That is when money moves.

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SEP 25, 2026Newsletter

Your Next Buyer Gets a Shopping List on 11 October

Thousands of European companies are about to publish what they'll buy next. Most sellers won't be on the list.

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SEP 18, 2026Newsletter

Capital Set a Record. Deal Count Hit an All-Time Low.

$41.3 billion went into climate tech in six months, across the fewest deals ever recorded. If you are being told the market is tight, that is only half the story.

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SEP 10, 2026Newsletter

Your Green Claims Get Tested on 27 September. Your Images Already Are.

Two European rules, eight weeks apart, now apply two different tests to the same asset. Most companies are only preparing for one.

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SEP 03, 2026Newsletter

This month, your sustainability claims became legally testable.

Your environmental claims are now easier to challenge - is your evidence ready?

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AUG 27, 2026Newsletter

85% Fewer Companies Under EU Reporting. That Doesn't Mean You're Off the Hook.

The Omnibus cut CSRD's scope dramatically. But three developments in July restructured where regulatory attention actually lands now.

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AUG 20, 2026Newsletter

CBAM Just Gave Your European Buyer a Reason to Replace You. And It's Not About Price.

EU importers are quietly routing around suppliers who can't produce verified emissions data. The shift is not happening through announcements. It is happening through smaller purchase orders.

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AUG 15, 2026Newsletter

85% of European Climate Tech Dies Between Seed and Series B. Three Mistakes Explain Most of It.

European climate tech raised €17 billion in 2025, down from €27 billion the year before. The companies that survive share one thing: commercial infrastructure before scale.

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AUG 13, 2026Newsletter

Circular Economy Stories Go Viral. Circular Economy Capital Goes Somewhere Else.

Recycling platforms captured 86% of circular funding in 2026. The bio-material companies getting all the attention captured less than 8%.

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AUG 08, 2026Newsletter

Every Wall Is Also a Filter. CBAM Is Selecting Who Gets to Sell Into Europe.

European buyers are quietly searching for suppliers who can already prove low-carbon production. That window is open right now. It won't stay open long.

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AUG 06, 2026Newsletter

Founders from India to São Paulo Are Asking the Same Question. Brussels Already Answered It.

CBAM stopped being a reporting exercise. Companies exporting into Europe now face a board-level cost problem this quarter. The ones moving fastest see the opportunity inside it.

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