Pilot programme · Q3 2026 applications open

Optimise your
Carbon strategy.

The capital allocation engine for emissions-exposed organisations. Optimise $50M–$500M+ deployment decisions across ACCU procurement, internal decarbonisation, and Safeguard Mechanism policy scenarios — continuously.

Built for CFOs & capital allocators Built for ACCU & Safeguard Mechanism markets Your data stays private
Industry scenario
Facility optimisation
Portfolio
LIVE · UPDATED 14:08 AEST
Scenario
Base case
Policy tightening
Price shock
Tech breakthrough
ACCU price forecast
AU$ / tonne · BASE SCENARIO
BaseP10 / P90
$30$50$70$90$110'26'28'30'32'34'35CCS BREAK-EVEN $55/t

Policy +0.4σ

Price volatility 2.1×

Tech maturity 2031

Business growth +3.2%

Decision support
Recommended action
DEPLOY CCS
NPV positive across 76% of price paths
Total cost (10y)
$184M
−$28M vs procure
EBITDA exposure
5.8%
+0.6% vs LY
Top abatement pathways
CCS — Plant 4$41/t
Heat recovery$53/t
ACCU — bank$58/t
Electrification$74/t
For capital allocators

Built for the questions that
keep CFOs up at night.

Carbon costs are material — yet most capital allocation decisions get made on static spreadsheets and one-off consultant reports. Carbon Leader replaces that workflow with a continuously-modelled view of every plausible future.

01 / Capital deployment

“Should we deploy this $200M CCS project?”

Compare capex deployment against 10-year ACCU procurement strategy. See which path minimises total cost under different price scenarios.

TYPICAL INSIGHTDeploy if ACCU prices exceed $55/t, procure if below.
02 / Policy exposure

“How exposed are we to the 2026 policy review?”

Stress-test your portfolio against jurisdiction-specific policy shocks. Quantify EBITDA sensitivity before the next Safeguard reform lands.

OUTPUT$/t EBITDA-at-risk across 14 policy pathways.
03 / Inventory strategy

“Do we bank SMCs or sell them now?”

Model holding cost vs. forward curves. Optimise procurement timing across multiple compliance horizons rather than year-by-year.

OUTPUTBank schedule with NPV by vintage and price path.
04 / Portfolio prioritisation

“Which facilities get our limited decarbonisation budget?”

Personalised MACC curves rank every abatement opportunity by NPV per tonne. Allocate constrained capex where it earns the most.

OUTPUTRanked pathways by $/tCO₂e abatement and NPV.
The platform

One platform.
Two levels of insight.

Carbon Leader operates on two integrated layers — an open intelligence tier any stakeholder can explore, and a private optimisation tier that works against your facility-level financial data.

LAYER ONE
Open access

Industry scenario modelling.

Open to all stakeholders. Industry-wide scenario modelling using publicly available data — regulatory frameworks, carbon price forecasts, technology cost curves, and policy trajectories. Explore market dynamics and benchmark exposure without sharing proprietary information.

Regulatory frameworks
Carbon price forecasts
Technology cost curves
Policy trajectories
How it works

From spreadsheets to strategic asset.

Three integrated layers — data, modelling, decision. Continuous, rigorous, CFO-focused. The move from reactive compliance to proactive portfolio optimisation.

STEP 01

Connect your portfolio

Bring in facility-level emissions, financials, and capital plans. Or start with the open intelligence layer and benchmark exposure first.

STEP 02

Stress-test every plausible future

Toggle through scenarios manually — policy shocks, technology breakthroughs, price volatility — or run agentic optimisation across thousands of pathway combinations.

STEP 03

Deploy capital with conviction

Get NPV-ranked recommendations for every dollar — internal abatement, credit procurement, banking, or wait. Board-ready outputs and ongoing monitoring.

Pilot programme · Q3 2026

Ready to optimise your
Carbon strategy?

Join leading industrial organisations making smarter carbon allocation decisions. Limited pilot programme places available.

hello@carbonleader.com · We respond within 48 hours