Tellus Markets

The EPA has now revoked the 2009 “endangerment finding”, the legal and scientific foundation the US has relied on to regulate greenhouse gases under the Clean Air Act. The same action also rolls back federal vehicle GHG standards. If you've already read the article; there are two observations to reiterate. 1. Climate policy volatility has indeed risen. Litigation and state rules will shape what “compliance” means next. 2. The real pressure on most companies still comes from customers, lenders, insurers, and non-US regimes, not a single federal headline. (So the work does not disappear.) The initial actions discussed by sustainability teams who own reporting and transition risk are based on understanding the above without letting it disrupt existing progress. - Run two scenarios: rollback stands vs courts reinstate. - Tighten your evidence trail: Scope 1–3 methods, assumptions, and supplier data. - Keep the decarb roadmap anchored to controllable levers (power, fleet, heat, process). https://lnkd.in/gxWD4TFu #ClimateRisk #Sustainability #ClimateDisclosure #Decarbonization

Huge congratulations to the CarbonCure Technologies team on hitting 10 million truckloads of low-carbon concrete delivered worldwide. Behind that milestone are more than 83 million cubic yards of concrete poured and roughly 690,000 metric tons of CO₂ permanently stored in the built environment; the equivalent of taking over 160,000 gasoline cars off the road for a year. This is what credible climate action looks like: permanent carbon storage, performance that works for producers, and a commercial model that helps low-carbon materials win in competitive markets. At Tellus Markets, we think of companies like CarbonCure as proof that climate-positive technologies can be both technically robust and commercially viable. Congratulations again to everyone at CarbonCure and to the producer partners who made this possible. Article for anyone who wants to dig into the milestone: https://lnkd.in/eHthy4EG

Ten years after the Paris Agreement, a new analysis in Scientific American makes an important point: even our imperfect progress is already reshaping the future of extreme heat. Because countries have at least started to bend the emissions curve, the most brutal heat waves later this century are now expected to be less frequent and less intense than they would have been in a “no-Paris” world. But they are still getting more dangerous, more deadly, and more expensive every year. That is the takeaway for sustainability, risk and finance teams: 1. Every ton avoided today translates into fewer lethal heat waves tomorrow 2. While “good enough” targets lock in “less bad” futures they do not deliver climate safety 3. The gap between Paris-aligned goals and real decarbonization is where physical risk and transition risk will pile up At Tellus, we see this gap every day in how companies plan, procure clean power and use carbon markets. Science shows us that incremental action matters, but only sustained, execution-level decarbonization will keep heat risk within something resembling manageable bounds. Link to more in the comments.

China’s new emissions pledge matters for global trajectory. But it also impacts corporate buyers of power and carbon. If Beijing delivers a 7–10% cut from peak by 2035 and keeps scaling wind/solar, the global curve bends because procurement, capital costs, and grid buildout shift in tandem. For corporate buyers, the signal can lead to a few effects: 1. PPAs and green tariffs in Asia will price and clear faster as capacity comes online 2. Supply-chain reporting pressure will intensify as China’s own targets cascade to exporters 3. High-integrity carbon instruments will face stricter scrutiny as “claims” move closer to audited outcomes Scientific American You can learn more about the implications in this Scientific American piece and what it means for decarbonization roadmaps in 2026 planning. Worth a read. https://lnkd.in/dgFyWHc8 #EnergyTransition #Decarbonization #PPAs #CarbonMarkets #SupplyChain

Yesterday we visited BDO’s “What’s Next in Energy Finance and Decarbonization” session at the MetLife Building in New York. Strong room. The conversations cut through buzzwords and focused on how capital gets deployed against credible decarbonization. Three takeaways we’re carrying forward: • Investors want verifiable outcomes, not projections • Procurement teams need fewer intermediaries and clearer risk transfer • Compliance is shifting from reporting to execution This is exactly where Tellus is focused. Tellus Climate Suite links reporting and planning with direct access to clean power and high-integrity carbon credits so sustainability teams can move from plans to transactions in one workflow. Thank you to the hosts and panelists for a sharp program. If we didn’t connect yesterday, send us a note. We’re happy to share a concise briefing on how buyers are structuring deals going into 2026. #ClimateWeekNYC #EnergyFinance #Decarbonization #Sustainability #PPAs #CarbonMarkets

Climate attribution science just got more precise: one peer-reviewed study links about 25% of heat waves since 2000 to emissions from major producers. For sustainability leaders, this means stronger pressure on Scope 3 data quality, transition plans, and board reporting. With event-level attribution advancing, companies will face tougher questions on climate governance and controls. If heat risk is rising and traceable, your disclosures and decarbonization roadmap must be too. Tellus Markets connects inventory and planning directly to action. Renewable PPAs and high-integrity credits give you the tools so your climate plan is defensible when investors and auditors ask “what changed after this?” Image Source: Nature; “Systematic Attribution of Heatwaves to the Emissions of Carbon Majors,” by Yann Quilcaille et al., in Nature, Vol. 645; September 10, 2025 #climatedisclosure #decarbonization