Combined
Active
CE Balanced Transition Synthesizer
CE's primary combined model for investment-decision-grade sector analysis. Synthesizes physical climate hazard (IPCC AR6 WG2), economic transition risk (NGFS Phase 4), and sector transmission signals into industry-native composite scores — pressure, resilience, and opportunity — for six industry sectors. The default counterpart to the CE Solution Scale Model: where the scale model sizes the challenge, the Synthesizer navigates the response.
2025–2050
Global (sector-level synthesis)
Industry-sector with company-level path…
Economic pressure
Physical climate risk
Transition pressure
Transmission channels
Sector resilience
+2 more
Best for: balanced climate-economy integration with transition and resilience weighting
Combined
Active
CE Stress Fragility Overlay
CE's dedicated downside stress model for portfolio risk assessment under fragmented, delayed, or emergency climate transition scenarios. Applies stress-calibrated component fusion to quantify sector fragility — the compounded exposure of high transition pressure, low resilience, and elevated cross-sector contagion risk. Use this model as the downside boundary condition for stress testing; use the CE Balanced Transition Synthesizer for base-case positioning.
2025–2045
Global (sector-level stress)
Industry-sector with fragility-weighted…
Stranded asset risk
Policy fragmentation
Cross-sector contagion
Regulatory shock compression
Insurance retreat risk
+2 more
Best for: stress scenarios where policy fragmentation and sector fragility dominate outcomes
Combined
Active
CE Transition Opportunity Index
CE's dedicated model for quantifying which industries and companies stand to gain the most from the energy transition. Where the CE Balanced Transition Synthesizer measures risk-adjusted positioning and the CE Stress Fragility Overlay measures downside exposure, the Transition Opportunity Index focuses entirely on transition-driven value creation: clean manufacturing growth, critical minerals demand, adaptation services markets, and first-mover competitive advantage. The model completes the CE analytical framework — the other models tell you what to avoid; this tells you what to build.
2025–2040
Global with regional disaggregatio…
Industry-sector and sub-sector level; c…
Clean technology manufacturing growth (solar, wind, batteries, electrolyzers)
Critical minerals demand index (lithium, cobalt, nickel, copper, rare earths)
Adaptation services demand (flood defense, water management, heat resilience infrastructure)
Energy efficiency services market (retrofit, building management, industrial efficiency)
Nature-based solutions and voluntary carbon market opportunity
+2 more
Manufacturing Upside
0.78
Best for: identifying sectors and companies positioned to actively benefit from accelerated energy transition — the opportunity counterpart to the CE risk models