The Navigator, July 2025 Edition

Insights to navigate rapidly evolving carbon markets

This quarter: The EU’s Clean Industrial Deal and its global implications, private actors and philanthropy in filling US climate policy gaps, and the latest science on scaling enhanced rock weathering, ocean alkalinity, and electrochemical DAC.

Key takeaways:

  • Private and philanthropic efforts fill gaps in US climate policy

  • EU clean industry deal may reshape procurement and investment

  • New CDR pathways face quantification hurdles

  • EACs support decarbonization in concrete and steel 

  • SAF mandates shift compliance economics

The Navigator, July 2025 Edition

Insights to navigate rapidly evolving carbon markets

This quarter: The EU’s Clean Industrial Deal and its global implications, private actors and philanthropy in filling US climate policy gaps, and the latest science on scaling enhanced rock weathering, ocean alkalinity, and electrochemical DAC.

Key takeaways:

  • Private and philanthropic efforts fill gaps in US climate policy

  • EU clean industry deal may reshape procurement and investment

  • New CDR pathways face quantification hurdles

  • EACs support decarbonization in concrete and steel 

  • SAF mandates shift compliance economics

The Navigator, July 2025 Edition

Insights to navigate rapidly evolving carbon markets

This quarter: The EU’s Clean Industrial Deal and its global implications, private actors and philanthropy in filling US climate policy gaps, and the latest science on scaling enhanced rock weathering, ocean alkalinity, and electrochemical DAC.

Key takeaways:

  • Private and philanthropic efforts fill gaps in US climate policy

  • EU clean industry deal may reshape procurement and investment

  • New CDR pathways face quantification hurdles

  • EACs support decarbonization in concrete and steel 

  • SAF mandates shift compliance economics