Turning carbon market narratives into financial exposure

Institutional-grade data and analytics to quantify how compliance carbon markets impact firm-level revenues, costs, and financial risk

Our Vision

Transition Metrics delivers institutional-grade carbon market intelligence , enabling investors to quantify compliance carbon exposure with precision. Our bottom-up datasets turn carbon costs into a hard financial metric, embedded directly into the assessment of corporate fundamentals instead of a soft sustainability overlay.

We provide a realistic, data-driven view of how carbon pricing impacts global companies, empowering financial institutions to price transition risk, capture opportunity, and invest with confidence.

Our Products

Carbon Market Exposure as a Service

Trusted carbon market expertise built on 20+ years of regulatory and trading experience.

Transition Metrics

Core

Global Carbon Price Exposure Data

Institutional-grade bottom-up datasets quantifying compliance carbon cost exposure across 4,000+ corporates worldwide, built from 30+ primary sources.

  • Market-specific regimes

  • Facility-level mapping

  • Cost pass-through analytics

Transition Metrics

Signal

Investor Analytics Suite

Portfolio intelligence to identify which companies thrive or struggle in a high carbon price future. Integrate carbon pricing directly into valuation, risk, and return models.

  • Winner/loser screening

  • 100+ price scenarios

  • Workflow-ready API outputs

Transition Metrics

Navigator

Advisory & Client Intelligence

A structured intelligence service enabling banks and consultants to surface carbon pricing themes, benchmark corporates, and build client-ready transition narratives.

  • Multi-region coverage incl. CBAM

  • Peer benchmarking themes

  • Backed by senior experts

Transition Metrics

Carbon Club

The leading forum at the intersection of finance and carbon markets.

The Transition Metrics Carbon Club brings together on a bi-monthly basis senior professionals from investing, banking, advisory, regulation, and academia to exchange insights on compliance carbon markets and the evolving transition landscape.

Through curated roundtables, expert keynotes, and peer-level discussion, we provide an exclusive space to explore the risks and opportunities emerging from carbon pricing.

Jan Ahrens

Carbon trader turned analyst with 20 years of experience in compliance carbon markets in the EU, US and Asia.

  • Speaker and advisor to regulators

  • Lecturer at top 10 universities globally

Philipp Ruf

15 years in carbon market analytics, supporting investors, corporates and governments in navigating carbon markets.

  • Accredited expert at European Parliament and European Commission

  • Trusted advisor to global institutions

Contact

Transition Metrics