Will this carbon market boom be different?

Catalyst · 24 Mar 2022 · 53m

What this episode covers

Shell Khan and Nat Bullard, Chief Content Officer at Bloomberg New Energy Finance, discuss the current state and future of carbon markets, contrasting the mature, high-volume compliance markets with the nascent, trust-deficient voluntary sector. They analyze the massive scale required for carbon removal by 2050, the persistent oversupply and quality issues in avoidance credits, and the potential role of Web3, blockchain, and regenerative finance (ReFi) in creating transparent, verifiable credit tracking. The conversation explores whether technological stacks can solve double-counting and verification problems, or if these technologies are merely solving problems for their own sake, while projecting that durable removals could command prices over $100/ton compared to $5-$25 for nature-based solutions.

Mentioned

Companies
Bloomberg New Energy Finance, Stripe, Shopify, Microsoft, Energy Hub, Bloom Energy
Also
EU ETS, Western Climate Initiative, Reggie, Web3, Blockchain, ReFi

Other shows on the same ground, closest first.

  • Hardware to Save a Planet · 37m

    Putting Oil Back Where It Belongs with Peter Reinhardt, CEO & Co-Founder of Charm Industrial

    Peter Reinhardt, CEO and Co-Founder of Charm Industrial, explains how his company converts waste biomass into bio-oil for permanent underground carbon sequestration. He details the hardware challenges of building mobile pyrolyzers to process fluffy biomass like corn stover and the geological engineering required for safe injection wells. Reinhardt also discusses the evolution of the carbon removal market, noting that while tech companies are early adopters, policy-driven markets will be essential for scaling to the hundreds of millions of tons needed.

  • Hardware to Save a Planet · 45m

    Using Cooling Towers to Scale Atmospheric CO2 Removal with Silvain Toromanoff, Co-Founder and CTO of NeoCarbon

    Silvain Toromanoff, Co-Founder and CTO of NeoCarbon, explains how his company uses waste heat from existing cooling towers to power Direct Air Capture (DAC), aiming to scale atmospheric CO2 removal efficiently. He details the technical challenges of their vacuum temperature swing reactor, the business model of selling units to utilization customers like breweries, and the strategic decision to leverage existing industrial infrastructure rather than building new plants. Toromanoff also discusses the supply chain difficulties faced by early-stage hardware startups and the ambitious goal of reaching megaton-scale removal by 2030.

  • Hardware to Save a Planet · 27m

    What It’s Really Going to Take to Save the Planet: Lessons from 2024

    Host Dylan Garrett presents a year-end review of 'Hardware to Save a Planet,' featuring clips from eight climate tech founders. The episode highlights specific hardware innovations from companies including Avalanche Energy, C-bound, Torrev Motors, Clean Crop Technologies, Airton Energy, Kala Systems, Renewal Energy, Yardstick, Matter, and Impossible Metals. Guests discuss the engineering challenges of scaling fusion, maritime carbon capture, rare-earth-free motors, soil carbon measurement devices, and underwater mining robots.

  • OnTrack · 46m

    ESG, Sustainability, & the Future of Electronics w/ Tom Raftery

    Tom Raftery, an independent technology and sustainability consultant and host of the Climate Confident and Sustainable Supply Chain podcasts, explains how ESG regulations and technology are reshaping supply chains. He details how 80-90% of corporate emissions originate from upstream suppliers, driving procurement strategies that prioritize carbon footprint alongside price and availability. Raftery highlights the role of IoT sensors, private 5G networks from companies like Wire Pass, and AI in enabling the transparency and auditability required by new EU regulations like the Deforestation Regulation and Carbon Border Adjustment Mechanism.

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by Catalyst. The episode itself belongs to its publisher.