Kann: Carbon removal startup oversupply will force a market reckoning
Shayle Kann · 2025 trends: aerosols, oil demand, and carbon removal · Jan 30, 2025 · at 32:14
Climate tech investor Shail (Shayle) Kann discusses why the voluntary carbon and carbon dioxide removal (CDR) markets face a looming correction.
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“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 oversupply of startups for sure. And the buyer pool has not expanded as much as you would like it to have in order to see the up and to the right trajectory on the demand side.”
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