A read on any company you hold or are weighing. Product line by product line: where demand moves as regulation rolls out, where the company stands against its peers, and which projects close the gap.
The same analysis serves the deal, the hold and the book. What changes is whose data goes in and who has to act.
Read a target on the public record before the data room opens. When it does, its numbers go into the same read, and the gap between their account and the record is the finding.
See which product lines gain and which lose as rules roll out, and which projects close the gap, so value creation plans treat sustainability as revenue.
Screen a field of companies on where demand is going, and read every company you watch or hold framed for whoever has to act.
A market number tells you a mandate creates demand somewhere. No company is a market. We take the next step down: which of this company's lines gains, which gets cannibalised, and what the money should do about it.
Gas, freight, a tariff, a closed route. The move is public within hours. Which of the companies you hold or are weighing it actually reaches is not, and that is the part you have to underwrite.
Take the year to 18 September 2026: European gas up 142.53%, Brent crude up 55.44%. The same shock, two different answers. One German steelmaker went back to coal on 30 August. Another fixed its power with solar and storage on 15 September. Both decisions are public. What isn’t public is what each one does over the next four quarters: to input cost, to the emissions trajectory the company has committed to, and to the lines that carry the revenue. We read all three, product line by product line, and date every number.
Prices as at the date shown. Scenarios are our analysts’ estimates.
What repriced, when, and the level we read it at.
The product lines that depend on that input, and the ones that take demand as it moves.
Your companies, ranked by exposure, with the projects that change the answer.
We read everything the company has made public that bears on sustainability, and everything others say about it. Where a data room opens, its numbers go into the same read.
Your own criteria go into every output across the companies you watch or hold. Not checked against our results afterwards: the read arrives already framed for your committee.