CDR Market

topic on 1 show · 2 statements across 2 episodes

Catalyst

2 statements about CDR Market, every show

CATALYST Assertion Supported
Kann: Microsoft and Frontier dominate virtually all carbon removal purchases
“If you just look at, like, overall Tons purchased in the CDR market. It's basically Microsoft, followed by, like, an order of magnitude lower frontier, which is the Stripe Coalition, followed by a bunch of little minnows, you know, in, in relative terms.”
Shayle Kann Sep 25, 2025 ▶ 28:18 Ag residue and carbon removal
CATALYST Prediction Not checkable as stated
Kann: Carbon removal startup oversupply will force a market reckoning
“I think the overwhelming likelihood is that we're in for a bit of a reckoning in that market. In that market, I mean, both the general voluntary carbon market, and more specifically, the CDR market. Not to say everything fails, but there's just the, there's an…”
Shayle Kann Jan 30, 2025 ▶ 32:14 2025 trends: aerosols, oil demand, and carbon removal

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