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European buyers are quietly searching for suppliers who can already prove low-carbon production. That window is open right now. It won't stay open long.
CBAM stopped being a reporting exercise. Companies exporting into Europe now face a board-level cost problem this quarter. The ones moving fastest see the opportunity inside it.
Europe outpaced the US in climate deals for the first time. The gap between having something worth funding and being in the room where funding happens is commercial.
A reforestation project in Peru and an impact fund in Germany both want the same transaction. Neither can use the other's evidence, and that gap leaves no record.
The EU just announced €100 billion for industrial decarbonisation. The last fund it ran signed 208 project agreements and paid out under 1%. What fails is not the capital.
In June 2026, solar hit 25% of all EU electricity for the first time. The professionals who understood it fastest are not the ones being heard.