carbon accounting
4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement May 26, 2022 by Kiran Bhatraju · across every show →
Everything said about carbon accounting, oldest first
May 26, 2022 bearish
Jun 23, 2022 bullish
Jul 20, 2023 negative
Emily Grubert: Synthetic fuel accounting lacks structures to prevent double counting credits
“We don't really have the structures in place to ensure that that
Accounting is really happening, and looking at some of the project announcements or ideas that I've seen where both ends of the spectrum are kind of claiming the mitigation is challenging, especi…”
Jan 11, 2024 bearish
Zou: Carbon accounting is oversaturated and behaves more like consulting than SaaS
“Carbon accounting isn't necessarily a market that needs 200 or 300 players. And also I think a lot of them end up being a bit more consulting advisory based than traditional enterprise SaaS like generalist investors understood.”