carbon credits
4 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Sep 9, 2026 by Grant Canary · across every show →
Everything said about carbon credits, oldest first
Sep 9, 2026 negative
Sep 9, 2026 bullish
Canary says Mast Reforestation buries dead trees to generate carbon credits
“So, we are taking fire-killed trees. So, these are trees that have been impacted by the bad fire, not the good fire. They're totally dead. They're a fuel risk. And they're, wow, there's a lot of acres of them. We're burying them, and that stores the carbon tha…”
Sep 9, 2026 bearish
Canary says Mast faced severe difficulty selling subsequent ex-ante carbon credits
“We sold out our first project with what are called anti-credits, or credits that take carbon in the and how much carbon they will capture in the future into account and then our subsequent projects what was the buyer feedback? What's the customer feedback? Lik…”
Sep 9, 2026 bullish
Canary says carbon credits massively revalue legacy commodity forestry seed assets
“Because of what I just described about mass events and the difficulty in collection, and the, it was highly undervalued because things are, in the forestry space, are a commodity, and being able to take and apply that resource with the seed zones and then bein…”