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carbon removal startups

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Nov 18, 2021 by Nan Ransohoff · across every show →

Everything said about carbon removal startups, oldest first

Nov 18, 2021
Disclosure
Ransohoff: Stripe was the first customer for seven of ten removal applicants
“So far, the companies that have applied to our RFP are all startups, and we were the first customer for seven of 10. We're not opposed to buying from later stage companies, but we haven't seen them.”
Nan Ransohoff Nov 18, 2021 ▶ 32:02 Kickstarting a $1 trillion market for carbon removal
Feb 29, 2024 negative
Assertion Not checkable as stated
Stacey Kauk says some carbon removal startups sell credits below cost
“One, they're gonna charge the cost. Their price is equal to the cost. And then there are other companies that their price Is less than the cost, and they're taking a loss because they want to come out, and they are having, they have a different business strate…”
Stacey Kauk Feb 29, 2024 ▶ 29:54 The challenges of building a carbon removal portfolio
Sep 12, 2024 bearish
Assertion Not checkable as stated
Khan: There are more carbon removal startups than meaningful buyers
“Depending on how you want to define it, I'm pretty sure there are more carbon removal startups than there are carbon removal buyers, at least at any scale, like meaningful scale of buyers.”
Shayle Kann Sep 12, 2024 ▶ 36:00 The better mousetrap fallacy
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