# Will this carbon market boom be different?

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2022-03-24
- Length: 53m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different

## Summary

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.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=2) Introduction: Carbon Market Context and Scale
- [6:01](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=361) Compliance Markets: EU ETS, Pricing, and Regulation
- [18:49](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=1129) Voluntary Markets: Oversupply, Quality, and Pricing Bifurcation
- [26:13](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=1573) Tech Stack: Web3, Blockchain, and Regenerative Finance
- [38:06](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=2286) Scaling Voluntary Markets to Spur Compliance
- [46:36](https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different#t=2796) Future Outlook: Financial Instruments and Institutional Roles

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Sustainability & circular products](https://hardwarepodcasts.com/topic/sustainability-and-circularity)
- [Validation & product-market fit](https://hardwarepodcasts.com/topic/validation-and-product-market-fit)

## Most relevant to

early-stage companies

## Mentioned

- Bloomberg New Energy Finance (company)
- EU ETS (other)
- Western Climate Initiative (other)
- Reggie (other)
- Stripe (company)
- Shopify (company)
- Microsoft (company)
- Web3 (other)
- Blockchain (other)
- ReFi (other)
- Energy Hub (company)
- Bloom Energy (company)

## Related episodes from other shows

- [Putting Oil Back Where It Belongs with Peter Reinhardt, CEO & Co-Founder of Charm Industrial](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2022-06-09-putting-oil-back-where-it-belongs-with-peter-reinhardt-ceo-co-founder-of-charm-i) (Hardware to Save a Planet)
- [Using Cooling Towers to Scale Atmospheric CO2 Removal with Silvain Toromanoff, Co-Founder and CTO of NeoCarbon](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2023-06-08-using-cooling-towers-to-scale-atmospheric-co2-removal-with-silvain-toromanoff-co) (Hardware to Save a Planet)
- [What It’s Really Going to Take to Save the Planet: Lessons from 2024](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2025-01-02-what-its-really-going-to-take-to-save-the-planet-lessons-from-2024) (Hardware to Save a Planet)
- [ESG, Sustainability, & the Future of Electronics w/ Tom Raftery](https://hardwarepodcasts.com/podcast/ontrack/2024-03-05-esg-sustainability-the-future-of-electronics-w-tom-raftery) (OnTrack)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2022-03-24-will-this-carbon-market-boom-be-different. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.