carbon markets

also referred to as: carbon market

6 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 24, 2022 by Nat Bullard · across every show →

Everything said about carbon markets, oldest first

Mar 24, 2022 neutral
Prediction Not checkable as stated
Bullard: Carbon markets will not reach Visa-level transaction scale
“Are we going to end up with A carbon market that has two hundred and six billion annual transactions like Visa does? I don't think so.”
Nat Bullard Mar 24, 2022 ▶ 34:15 Will this carbon market boom be different?
Mar 24, 2022 neutral
Assertion Supported
Bullard: Global carbon markets reached $850B in 2021, dominated by EU ETS
“The reality is that there is a carbon market that almost nobody in the United States has anything to do with, but that is on the order of about seven hundred and sixty billion dollars a year last year, and that is the EU ETS. Globally, carbon markets are about…”
Nat Bullard Mar 24, 2022 ▶ 7:49 Will this carbon market boom be different?
Mar 24, 2022 neutral
Insight
Bullard: Web3 projects often use carbon markets to solve tech problems
“The question we need to ask ourselves, is this tech solving carbon markets problems, or are these carbon markets solving tech problems? You know are we seeing people attracted to fundamentally, I want to solve the issues of the carbon market and web three and …”
Nat Bullard Mar 24, 2022 ▶ 26:26 Will this carbon market boom be different?
Jun 23, 2022 positive
Prediction Not checkable as stated
Pierpoint: Carbon credit buyers will increasingly demand permanence and clarity
“I think what's really gonna drive some of the carbon markets in the near term are a lot of the companies that are actually interested in buying credits, and when they do that, they want to see, I think they're increasingly going to want to see some level of pe…”
Lara Pierpoint Jun 23, 2022 ▶ 38:44 Which tech is overhyped, underhyped and just right?
Aug 25, 2022 neutral
Opinion
Kann: Carbon markets failed 15 years ago due to credit quality mistrust
“I worked in the carbon markets 15 years ago, and I watched them never take off, I think in large part because of a lack of trust that a Credit actually meant something, or more specifically, that a credit meant a ton of CO₂, and I think if this market is going…”
Shayle Kann Aug 25, 2022 ▶ 2:47 The dirt on soil carbon credits
Jun 8, 2023 bearish
Insight
Fury: Lack of legal liability incentivizes carbon developers to inflate impact figures
“Where there's an incentive for the number to be high and there's no legal no legal consequence for you putting an extra zero on the end. People tend to put an extra zero on the end which is just like human nature and like, you know, people want their, they bel…”
Alistair Frew (Alistair Fury) Jun 8, 2023 ▶ 43:33 The carbon market’s quality problem
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