WhatA B2B SaaS platform that tracks and attributes coal and fossil fuel energy usage embedded in imported goods across global supply chains, giving companies and regulators accurate Scope 3 emissions data.
SignalThere is deep skepticism that countries claiming to be 'coal-free' have actually eliminated coal from their economic footprint — the sentiment is that coal usage has simply been offshored through imports, and no one is accurately tracking or accounting for this embedded energy.
Why NowEU CBAM (Carbon Border Adjustment Mechanism) is now being enforced, requiring importers to report and pay for embedded carbon in goods — creating immediate regulatory demand for accurate supply chain energy tracking.
MarketEuropean importers subject to CBAM, multinational manufacturers, ESG compliance teams; TAM $5B+ in carbon accounting/compliance software; competitors like Watershed and Persefoni cover Scope 1-2 well but Scope 3 supply chain energy attribution remains poorly served.
MoatData network effects — each supplier onboarded enriches the dataset for all customers, creating an increasingly accurate and hard-to-replicate global energy attribution graph.
Ireland shuts last coal plant, becomes 15th coal-free country in Europe (2025)View discussion ↗ · Article ↗ · 1,008 pts · March 9, 2026
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