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Mike RobortsonProfile picture@uttermention·Apr 27

The 5 carbon market signals every sustainability lead should track in 2026

Most corporate sustainability teams are drowning in reports and missing the signals that actually matter.


After years covering climate tech, here are the 5 data points I watch every single week — and why they predict what's coming next for your programs:


1. EU ETS futures spread — The gap between December futures tells you where compliance costs are headed 6-12 months out. When the spread widens, budget season gets harder.


2. Voluntary credit retirement velocity — Not issuance volume. Retirements. When retirements spike without new issuance catching up, credit prices move fast.


3. IRA tax credit transfer pricing — The secondary market for clean energy tax credits is the best real-time signal for how fast US deployment is actually scaling. Watch the discount rates.


4. Corporate PPA execution rates — When Fortune 500 PPA signings slow down, it's usually a procurement bottleneck, not a demand problem. This is your early warning for budget cycle timing.


5. ISSB adoption timelines — Every new country that commits to ISSB standards changes the reporting landscape for multinationals. Track the commitment dates, not just the announcements.


I break these down every week in Climate Dispatch, along with the deals, policy moves, and vendor launches that matter for sustainability professionals.


If you're tired of 40-page PDF reports that bury the signal in noise, this might be for you.