Policy & regulation
Carbon removals are becoming a certification system
A tonne of CO2 captured by a process model is not automatically a tonne of certified carbon removal.
SDAI Insights
Long-form analysis.
Evidence-based articles on standards, policy, industrial systems, methods, and the decisions they affect. Reported facts and SDAI interpretation are kept separate.
Analysis
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Signals covers timely developments in brief. Insights is where we examine a question in depth, make a specific argument, and show the evidence behind it.
Process economics
Hydrogen's bottleneck is shifting from supply ambition to bankable demand
Low hydrogen production cost is not enough to make a project bankable.
Standards & methods
Net-zero plans are moving toward verifiable engineering evidence
Once a transition plan is expected to withstand independent verification, the quality of the underlying engineering evidence matters as much as the ambition of the target.
Carbon accounting
Net-zero targets are becoming operating models
A net-zero target has limited operational value until it can be translated into specific changes to assets, processes, procurement and capital plans.
Supply-chain data
Product carbon footprints are becoming exchangeable data
The product carbon footprint is becoming more than a number in a report. It is becoming a structured data object that can move between suppliers, customers and software systems without losing the context needed to interpret it.
Process economics
Energy investment is surging. Enabling infrastructure is not keeping pace.
Large global investment totals do not automatically translate into bankable local projects.
LCA & product footprints
Product carbon footprints need versioned methods, not static formulas
A product carbon footprint is increasingly incomplete without the method version behind it.
Carbon accounting
Carbon accounting is separating inventories from intervention claims
Carbon accounting is moving toward a clearer distinction between three different questions: what emissions belong in an inventory, how two scenarios compare, and what change can credibly be attributed to an intervention.
Industrial systems
Clean-energy deployment is becoming an infrastructure problem
For many clean technologies, the limiting question is no longer simply whether the core technology works. It is whether the surrounding industrial system can support reliable, affordable deployment at scale.
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Signals is the shorter weekly briefing. Insights is reserved for deeper analysis.