INSIGHTS & NEWS

Notes on Capital and Nature.

Our perspective on regulatory shifts, market mechanics, and the operational realities of building nature-based portfolios.

Analysis October 12, 2025

The EUDR Is Here. And Your Supply Chain Isn't Ready.

The European Union Deforestation Regulation represents the most significant shift in agricultural commodity compliance in a generation. We break down what it means for Fortune 500 procurement teams.

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The Climate Crisis April 14, 2026

The Deforestation Emergency: Why 2026 Is Critical

An analysis of the global deforestation trajectory and why we can't afford to repeat past mistakes.

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Market Opportunity April 14, 2026

Nature as an Asset Class: The $23.5B Opening

Why forest finance is the most underpriced asset class of the 21st century for corporate finance.

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Corporate Action April 14, 2026

The Corporate Climate Action Gap

10,000 companies have climate targets. We explore why most of them still aren't doing enough.

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Analysis August 15, 2025

Why You Should Fire Your Carbon Broker

The voluntary carbon market is built on an intermediary model that captures value and obfuscates quality.

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Interview July 02, 2025

Podcast Transcript: The Future of Mangrove Finance

Saad Allahwala interviews the lead developer of the world's largest blue carbon project.

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The Briefing.

A monthly, low-volume communication for Chief Sustainability Officers and climate finance professionals. No marketing.