Business Analysis
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The revenue spectrum of biochar companies
Rarely do you have the right economics and conditions to be able to survive purely on carbon credits. How should biochar companies model their business?
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e-dash: Building a moat that sustainability reporting businesses need
How is e-dash surviving in a market with much larger competitors? And what can Indian peers learn from its build logic?
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ClimateAi’s wind-down and the diligence questions it leaves for adaptation risk analytics
I see three plausible factors that might have led to this decision. The story provides important diligence questions for investors evaluating adaptation risk analytics companies.
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re.green: The developer that learned to sell to everyone
No other developer has publicly assembled a buyer set as diverse as re.green. This puts them in a unique negotiation and growth position in the nature-based solutions sector.
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Asuene’s acquisition spree: What does it reflect about the carbon footprint and sustainability reporting sector?
Asuene reflects a more extreme version of a series of M&As happening in the climate/carbon footprint management space. What caused this, and what does it mean for the Global South?