The Ledger
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Stacey Kauk predicts carbon removal takes 30 years to become a commodity
“In order to function properly, we need to end up in a place where a ton is a ton is a ton, and there's two reasons for that. One, it, Provides that level playing field on the side of the suppliers, but it also provides a level requirement across companies or w…”
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 predicts carbon removal will become a government-funded public mandate
“So in the longer term, I think this is going to be more of a public requirement Then it is going to be something that's got to achieve gigaton scale and make, you know, the ROI that the VC funds are looking for.”
Stacey Kauk says mainstream buyers are five years away from carbon removal
“Like, there's a lot of credit buyers out there who are sitting on the sidelines waiting for these MRV approaches to get
Tested, proven, increased data sets so that things are statistically significant,
and then they're going to be like, okay, well, the risk is…”