ESG Data Services
Facts and structure. The European ESG taxonomy (CSRD + green taxonomy) transforms investment flows into constrained flows: a poorly scored asset loses investable universe. On the carbon side: voluntary market ~$2B today, trajectory toward ~$100B by 2030 (market consensus cited on your homepage); tokenization of commodities already at ~$5.5B, with tokenization concentrated >96%, surpassing all of 2025.
Quantitative reading. A market where demand is regulatory-mandated (CSRD) and supply is notoriously heterogeneous (credit quality) creates a rent for measurement: whoever publishes the quality reference captures price discovery. Your CCQI, correlated at 0.78 to ICE EUA, is an asset of this kind, an approach to be documented in a white paper (period, frequency, robustness, out-of-sample) to transform it from a marketing claim into a citable reference for ESG committees. Study risk. Double counting and project integrity remain the existential risk of voluntary carbon; the continuous quality index approach is precisely the marketable response.
Conclusion: ESG 2026-2035 = the shift from declarative reporting to continuous and auditable scoring; providers of measurement infrastructure (indices, hourly data, MiCA/CSRD scoring) are positioned as the “picks and shovels” of this transition.
