Compass is a 84-person climate consultancy of ex-cement plant managers, electrochemists, and project-finance leads. We build abatement plans that survive the CapEx committee — not the press release.
We model each pathway with engineering-grade detail (heat & mass balance, electricity demand, hydrogen offtake) and project-finance discipline (CapEx envelope, OpEx, IRR with policy stack).
Electric arc furnaces + 408 MW renewables PPA + cogen retirement.
H₂-DRI pilot + post-combustion CCS on legacy BF/BOF + green-hydrogen offtake.
EAF transition for 2 mills + retain 2 BF/BOF with CCS retrofit by 2034.
We're not a strategy house. We're an engineering and project-finance house that happens to do strategy.
Our analysts have run cement kilns, EAFs, and chlor-alkali plants. We do heat & mass balances on real process data — not curves pulled from a 2018 IEA report.
Three ex-Citi, ex-MUFG, ex-EIB partners. Every pathway includes a financeable structure — sustainability-linked debt, transition bonds, 45Q tax-equity stacks.
We stay through FEED, contractor selection, and first commissioning. 68% of our strategy engagements convert to a multi-year implementation retainer.
Four phases. We never skip the engineering. We never skip the finance.
Onsite review of process flow, energy balance, and emissions sources. We pull from your OSI Pi historian and validate with stack tests.
From our library of 248 sector-specific abatement levers, we down-select the 28–48 that fit your process. Each gets a Class 4 CapEx, OpEx delta, and TRL assessment.
Three pathways constructed and stress-tested against policy uncertainty (CBAM phase-in, IRA continuity, REE prices). Each delivered with engineering, finance, and risk read.
Board memo + capital allocation request + FEED scope of work for the selected pathway. We sit through your board / IC and defend the model.
¹AACE Class 4 estimate ±14% · ²IEA NZE 2050 v2025 · ³SBTi 1.5°C industrial guidance · ⁴Mission Possible Partnership reference plans
A 4-mill North American steel operator with a 2050 net-zero commitment but no capital plan. Compass scoped 28 levers across the four sites, ranked them by $/tCO₂e, and built the three pathways that went to the Q3 board.
We had two prior decks from name-brand consultancies. Both were directionally correct and operationally useless. Compass walked into the kiln house, asked for the data historian, and showed up to the next meeting with numbers our process engineers couldn't poke holes in.
The thing that closed the board approval was the finance — they handed us a term-sheet outline for a transition bond, not a slide that said "structure financing."
We do not pretend that cement and chlor-alkali are the same problem. Each sector has a dedicated lead and a sector-specific lever library.
Fixed-fee scoping. Fixed-fee strategy. Retainer-based implementation. No hidden expenses, no "blended rate" surprises.
A focused diagnostic on a single site or sector — quick view of MACC, top 8 levers, and order-of-magnitude CapEx.
Full pathway development — 3 scenarios, financeable structure, board-ready capital request.
Embedded team through FEED, EPC selection, financing close, and first commissioning.
Twelve sectors with dedicated sector leads: steel, cement, ammonia, methanol, ethylene, paper & pulp, glass, aluminum, refining, fertilizer, ceramics, and ferro-alloys. The lever library has 248 entries across these sectors. We turn down engagements outside our coverage rather than learn on a client's clock.
Two structural differences. First, our staffing is engineers and project-finance leads, not generalist consultants — every analyst has either run a process unit or closed a financing. Second, our deliverables include AACE Class 4 CapEx estimates (±14%) and term-sheet language, not "directional" estimates that need to be re-done at FEED. That's why 68% of our strategy engagements convert to multi-year implementation.
Yes. 28 chartered engineers on staff including process, mechanical, electrical, and chemical disciplines. Heat & mass balance work is in-house. For detailed engineering (FEED Class 3 and below) we partner with Worley, Fluor, and Jacobs and lead the contract structuring, but the engineering judgement and policy/finance integration stays with us.
Each pathway is modeled under three policy scenarios — base (current rules through 2035), tightening (CBAM full implementation, IRA continuity), and rollback (45Q sunset, CBAM exemptions widened). We disclose lever IRR under all three. We don't hide policy exposure behind a base case. For levers that only pencil under a single policy assumption, that's explicit in the board memo.
Yes — three of our partners came from project finance (Citi, MUFG, EIB) and structured roughly $4.4B of industrial transition financing between them. We don't act as arranger or distributor, but we co-author term sheets, model SPT (sustainability performance target) calibration, and sit through pricing discussions alongside your treasurer. We've supported 8 SLL and 4 transition-bond issuances since 2022.
Send a plant list. A partner will return a one-page diagnostic and a scoping memo within 14 days.