CDR market
2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 30, 2025 by Shayle Kann · across every show →
Everything said about CDR market, oldest first
Jan 30, 2025 bearish
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…”
Sep 25, 2025 neutral
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.”