Three of threeMarket alignment

    Creating the pull for lower-carbon concrete.

    Producers, buyers and policy each wait for the other two to move first. We bring all three into the same room, and then into the same contract.

    One market, many price points.

    The industry has spent three years arguing over who deserves an environmental attribute certificate, as though the pool of buyers were fixed. It is not. Supplementary cementitious materials and deep decarbonization both need support, at different price points, in the same market. We live in a time of ANDs, not ORs.

    Three constituencies, one standoff.

    Each has a rational reason to wait. Alignment work is the business of removing that reason.

    Producers

    What they need

    Firm, forward demand before committing capital to new capacity. Concrete is a spot market with almost no long-dated offtake.

    What we do

    We underwrite the demand a plant can actually reach: merchant volume we can measure market by market, plus offtake and advance market commitments where they can be had.

    For solution providers

    Buyers

    What they need

    Supply they can specify, source within a haul radius and defend on cost and performance.

    What we do

    We map local capability plant by plant, draft the specification language, and aggregate demand across buyers.

    For the demand side

    Policy

    What they need

    Confidence that a Buy Clean threshold can be met locally without a price shock or a failed bid.

    What we do

    We model the regional supply chain against a proposed threshold before it is written into procurement.

    Playbooks & regional data

    How we align the market.

    Four kinds of work, running in parallel, each one making the next contract easier to sign.

    Convene

    We put producers, buyers, policymakers and capital in the same room, at events built around the deal rather than the panel.

    Design the market

    We publish the market design work in the open: what an environmental attribute certificate should reward, how baselines hold, and why this follows the renewable energy certificate playbook rather than carbon removal.

    Write it into procurement

    Alignment only counts when it reaches a specification. We help agencies and owners write thresholds their local supply chain can hit, and draft the language that goes into the bid.

    Match supply and demand

    We use the Concrete Terminal to find the buyers within range of a plant, and the plants within range of a project, then sit both sides down with a term sheet.

    One of three things we do.

    Deal team with capital

    Structures and funds the projects that put lower-carbon concrete in the ground.

    How we invest

    Market data

    The Concrete Terminal: plant, mix and price data across the cement-to-concrete supply chain to underwrite how and where materials move.

    Open the Terminal

    Market alignment

    Brings together producers, buyers and policy to create the pull for lower-carbon concrete.

    You are here

    A capital market for lower-carbon concrete

    Bring us your side of the standoff.

    Producer, buyer or agency. We will tell you who else is within range and what it would take to sign.