Insights archive
Explore our analysis by topic, with the newest notes first. Each article records its publication period; older notes remain available as historical snapshots.
Sustainable finance · Sustainability · 26 October 2026
New EU investment evidence reinforces the value of connecting transition plans with capital spending and credible project information. For a financing decision, the underlying activity matters more than the label.
Read the decision note ↗Energy · EU trade · 26 October 2026
A provisional agreement would change the EU ETS reserve’s allowance-invalidation threshold. Businesses should test carbon-cost assumptions while keeping the pending amendment distinct from the wider ETS review.
Read the decision note ↗Sustainability · 26 October 2026
The revised standards enter into force on 10 November, with application from financial years beginning in 2027 and transitional choices for 2026. Confirm scope, timing and the reporting basis before changing systems.
Read the decision note ↗EU trade · September 2026
The EU importer has the direct obligation. The overseas producer still affects the commercial outcome through information about the goods and their embedded emissions. That distinction should shape contracts and customer discussions.
Read the decision note ↗Sustainability · September 2026
Narrower mandatory reporting scope changes the case for a large compliance programme. Customers and lenders can still need credible information. The useful response starts with a defined audience and decision.
Read the decision note ↗Energy · September 2026
Grid connection, flexibility, permitting and the route to revenue can determine whether a technically sound project is investable. The timing of those assumptions belongs in the decision from the start.
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