The Navigator, April 2026 Edition

Ready or Not: New rules of climate engagement

New compliance obligations, maturing markets, and shifting corporate expectations are converging. This edition explores what that means for Article 6, the Carbon Border Adjustment Mechanism (CBAM), superpollutants, and carbon dioxide removal (CDR).

Key insights:

  • Host country authorization can make or break an internationally transferred mitigation outcome (ITMO). 

  • CBAM is in enforcement; producers selling into the EU need a verified emissions strategy now. 

  • Superpollutants are an outsized near-term climate opportunity.

Published: Apr 2026

The Navigator, April 2026 Edition

Ready or Not: New rules of climate engagement

New compliance obligations, maturing markets, and shifting corporate expectations are converging. This edition explores what that means for Article 6, the Carbon Border Adjustment Mechanism (CBAM), superpollutants, and carbon dioxide removal (CDR).

Key insights:

  • Host country authorization can make or break an internationally transferred mitigation outcome (ITMO). 

  • CBAM is in enforcement; producers selling into the EU need a verified emissions strategy now. 

  • Superpollutants are an outsized near-term climate opportunity.

Published: Apr 2026

The Navigator, April 2026 Edition

Ready or Not: New rules of climate engagement

New compliance obligations, maturing markets, and shifting corporate expectations are converging. This edition explores what that means for Article 6, the Carbon Border Adjustment Mechanism (CBAM), superpollutants, and carbon dioxide removal (CDR).

Key insights:

  • Host country authorization can make or break an internationally transferred mitigation outcome (ITMO). 

  • CBAM is in enforcement; producers selling into the EU need a verified emissions strategy now. 

  • Superpollutants are an outsized near-term climate opportunity.

Published: Apr 2026