Energy Transition and
Natural Capital Services
Grounded in strong values and a commitment to measurable impact using proven scientific, quantifiable, replicable processes, we partner with organizations to accelerate their energy transition and nature transition toward a net positive economy by 2050.
We believe every organization — across all sectors and geographies — can capture value by integrating sustainability into core strategy and investment decisions. We have created value for the organizations we have partnered with by supporting them through a process going from data to information to knowledge to strategy to action.
Our services are:
Assess
-
Enterprise Risk Management & Intelligence Mapping.
-
Climate Risk Modeling.
​​​​Build
-
Natural Capital & Energy Transition Finance.
-
Climate Investment & Carbon Markets Advisory.
​​​​​
Cultivate
-
Bioeconomy Strategy / Nature-based Solutions.
-
Supply Chain & Transport Resilience.
Projects
We use enterprise risk management tools to conduct scientifically rigorous scenario analysis for physical and transition risks and using stress tests to model to forecast potential downside financial risks and guide resilience planning.
Energy Transition: Hedge Fund Assessing an Energy Company
-
Calculated mispriced operational, credit, and market risks due to inconsistent financial regulated disclosure claims.
-
Showed early signaling to investors with share price declining 98% since risks highlighted.
-
Risk analysis repeated two years later by unrelated institutions leading to class action lawsuit.
​​
Natural Capital: Local NGO Assessing an Energy Company
-
Demonstrated bond market mispricing using Climate Value-at-Risk (CVaR) modeling.
-
Engaged credit rating agencies to discuss climate physical and transition risks.
-
Surveyed 5,000 institutional investor positions, determined investors at risk, and discussed bond risks. ​
Projects
​We conduct scientifically rigorous scenario analysis for physical and transition risks, using stress tests and Climate Value-at-Risk modeling to forecast potential downside financial risks and guide resilience planning.
Energy Transition: Family Office Assessing a U.S. Port
-
Developed replicable methodology to assess all ports globally.
-
Calculated $500 million off balance sheet liability from climate risk for a U.S. port.
​​
Natural Capital: Global NGO Leading Coalition of 123 NGOs Informing U.S. SEC
-
Crafted US SEC climate risk letter, co-signed by 123 NGOs, demonstrating material financial risk from climate change and natural capital risks.
-
Wrote 12 climate risk and natural capital case studies on leading energy and utility companies highlighting material financial risks.
​​
Projects
​We provide rigorous natural capital and energy transition analysis to mitigate risk and identify opportunities.
Energy Transition: Global State-Owned Energy Company​
-
Developed a decarbonization strategy for a national state-owned oil company that linked improved financial performance for bond holders, the energy transition, and decreasing environmental pollution.
-
Combined harvest-mode economics with the Common Good framework, demonstrating how the client can improve financial performance, strengthen energy sovereignty, modernize its organization without expanding fossil fuel dependence while decreasing environmental pollutants and health risks to communities.
Natural Capital: Global NGO and U.S. Port
-
Produced a scientifically rigorous methodology to evaluate chronic and acute climate risks of a U.S. port over a 30-year investment horizon of a $400 million dollar infrastructure bond issued by the port.
-
Conducted iterative interest rate stress tests and determined that bond's long-term valuation would materially decline by more than 20% without climate risk mitigation efforts.
-
Revealed port's revenue buffer covers only 3 months of operations, creating refinancing risk during hurricane closures.​
Projects
​We structure climate and sustainable debt and equity instruments and portfolios, facilitate green and labeled bond issuance, access energy transition and natural-capital linked capital, and provide technical support to emissions and plastics offset reduction programs and projects.
Energy Transition: Multilateral Development Bank
-
Wrote book on future of green bonds in emerging markets, managed peer-review publication, surveys of asset managers, methodologies, and tools for the client to understand and then promote green bond issuance by sovereigns and sub-sovereigns in Latin American emerging markets.
-
Conducted an investor sentiment study of 70 asset managers to understand what is driving and limiting institutional investment in green bonds across Latin America and the Caribbean.
Natural Capital: Global Emissions Offset Registry
-
Wrote technical review of carbon offset methodologies for inquiries by journalists for a leading global registry.
-
Communicated with non-specialists about technical AFOLU methodologies.
Projects
We identify bioeconomy strategies, nature-based opportunities and risks (biodiversity, ecosystem services), designing financing models to conserve, restore, and value natural capital.
Energy Transition: Global Governmental Organization
-
Advised organization on bioeconomy strategy, necessary policies to expand bioeconomy deployment, and ability to incorporate bioeconomy-based materials in the built economy and consumer staples sectors.
Natural Capital: Global Energy Company​
-
Developed a science-based approach to assessing payment for ecosystem services across its global portfolio of refineries, supply chains, and concessions.
-
Determined material ecosystem services financial impacts and dependencies to business assets across the value chain.
-
Forecasted payment for ecosystem services economic values and identified strategic opportunities for sustainability improvements.
-
Determined 23 key ecosystem services and economic impacts under various scenarios for a key asset.
Projects
We conduct rigorous supply chain risk analysis and transport resilience analysis to improve margins, environmental, and social outcomes.
Energy Transition: Global NGO and Industry Benchmark Analysis
-
Benchmarked 250 petrochemical / plastics production facilities in the U.S. mapping each asset to institutional investor exposure.
-
Wrote case studies on select assets, highlighting risks to institutional investors and local communities.
​​
Natural Capital: Global Family Office
-
Conducted an onsite comprehensive assessment of the economic challenges and necessary financial tools to transition four U.S. fisheries to maximum sustainable yield (MSY).
-
Published summary analysis to guide organization’s strategy.