License to Bill: Carbon Ledgers Make Materials More Marketable Today

Companies Mentioned: Dow, BASF, SABIC, LyondellBasell, Borealis, Thyssenkrupp Nucera, Topsoe, New Energy Risk, John Cockerill, McPhy, Sunfire, Plug Power, T1 Energy, Qcells, RWE, Ørsted, ArcelorMittal, Yara, HF Sinclair, Bloom Energy, Nel, Ballard Power Systems, Hydrostor, Highview, Form Energy, Energy Vault
Commodities Mentioned: Hydrogen, Chlor-alkali, Electrolyzers, Renewable diesel, Sustainable Aviation Fuel, Natural gas, LNG, Electricity/power, Polysilicon

1st Topic of the Week: If verified product-level sustainability increasingly decides access and win rates, which chemical and polymer producers gain pricing power, and which learn that corporate targets don’t sell product?
2nd Topic of the Week: If insurance, warranties, and performance guarantees become standard across hydrogen markets, which electrolyser OEMs win when cancellations increase, and lenders demand proof, not promises?
Otherwise – Capital increasingly rewards reliability, integration, and execution as power scarcity, policy risk, and infrastructure constraints shape returns across global energy, fuels, and decarbonization markets.

Exhibit 1: Process-node carbon accounting turns emissions into tradable attributes without physical segregation.