Institutional research on carbon markets, energy transition, and deal-making. Sourced, signed, and defensible.
How the voluntary carbon market repriced integrity, and what it means for buyers and developers. An institutional analysis of the ICVCM and VCMI frameworks, the quality premium, and the risks to the thesis.
Sahana K, Associate, Carbon Markets & Strategy · Carbon Markets Research · June 2026 · Also on SSRN
Where CBAM's definitive regime stands as of September 2026, what it asks of producers outside the EU, when certificate costs actually fall due, and which pieces are still being negotiated.
Follow-up briefs track the indicators from The Flight to Quality: the CCP-labeled share of retirements, the breadth of the offtake buyer base, and Article 6 in practice. To subscribe, email ankur@akivastratiq.com.
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