Founder · Desk
Founder · Desk
Stefan Kermer, PhD
Fifteen years in energy markets and data. Trading-focused PhD work at London Business School and TU Vienna. Founded Carbon Insights in 2023 for EUA trading desks.
About · Carbon Insights
What is the trade. Quantified.
01 · Trade
Model output for desks. Not investment advice.
Purpose
Answer one question
What is the trade. Day+1 demand, reform as Mt and EUR per t by maturity, and signals before consensus. Model output for professionals. Not magazine copy. Not investment advice.
Strategy
Where we focus
01 · Focus
Short-term trade focus
Intra-day to three-month horizons where liquidity and compliance move price. Not multi-year essays.
02 · Focus
Deeper data, finer grain
Sector-level Day+1, reform elements with status, EUR per t per maturity. Built so desks can verify every figure.
Suite
3 layers · 1 focus
Data, Fundamentals, Signals. API and MCP sit under Machine ready, not a fourth nav layer.
Why Carbon Insights
Built for desks
01 · Why
Day+1 data freshness
Emissions the next day. Power, industry, aviation, maritime. Not next month's PDF.
02 · Why
Full signal set
Regime, auctions, COT, and 3m price context together. Before the market moves.
03 · Why
Same numbers, every surface
UI, reports, API, MCP. One foundation. Timestamps on every figure.
Principles
How we ship
01 · Principle
Speed
Publish the number while others are still reading the proposal. Latency is the product.
02 · Principle
Quantify
Every claim carries a number or a timestamp. Describe less. Measure more.
03 · Principle
Provenance
Desks must verify. Density, drill-down, and source paths are respect, not clutter.
FAQ
Common questions
01 · FAQ
How does Day+1 track emissions?
Day+1 EU ETS demand across power, industry, aviation, and maritime. Activity feeds and methods desks can audit, with an as-of stamp on every print.
02 · FAQ
What makes the data different?
We publish quantified demand and reform EUR per t impacts. Commentary without a number is not the product.
03 · FAQ
Who is the platform for?
Trading desks and analysts at hedge funds, utilities, majors, and commodity houses who need the trade. Not a magazine.
04 · FAQ
How frequently is data updated?
Day+1 emissions print daily. Scenario Desk, Reform Tracker, and signals refresh when evidence changes. Freshness is visible.
Trial
Want the live desk?
01 · Data