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Sightis Signal
April 2026
Oluwafemi Senjobi joins Sightis as Associate Partner.
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NEW WEEKLY SERIES · PERSPECTIVE & PRACTICE
Insights that make the next move clearer.
Two weekly series, strategic and operational, on the decisions that define responsible performance. Real tensions. Verified data. No generic advice.
Perspective
Manufacturing & Critical Minerals
The Atlantic Bridge: Beyond the US Dependency.
Canada's hydro-powered industry carries one of the world's lowest carbon footprints. The EU, where this is now worth nearly €1,000 per tonne under CBAM, receives 3% of its aluminum exports. The US, where it is worth nothing, receives 90%.
3%
Of Canada's aluminum exports reach the…
€977/t
Structural CBAM advantage per tonne of…
Practice
Manufacturing & Supply
Your carbon intensity is now your price.
CBAM entered its definitive phase on January 1, 2026. For every tonne of steel, aluminium, cement, or fertilizer exported to the EU, your embedded carbon now determines your import cost. The manufacturer who cannot document its emissions is priced at the worst 10 percent of EU producers. The one who can is priced at its actual footprint. That gap is now your competitive position.
Before your next EU export shipment or supply agreement: have you calculated your verified embedded emissions per product, compared them…
EUR 85/t
EU ETS carbon price as of…
20%+
Carbon surcharge as a share of…
Perspective
The Platform Decision: You Can’t Undo It.
The platform decision is the most consequential architecture choice a company makes, and the one most often made as a procurement exercise rather than a strategic one.
Perspective
When the Agent Decides: Who Answers?
Delegation removes the human from the workflow.
It does not remove the organisation from the liability.
Perspective
The board said yes. To what, exactly?
The board approved the AI budget. It has not yet designed the AI governance.
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