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
Opinion
Canary says buyers reject biomass carbon credits if wood has alternative uses
“Even if I wanted to, like, we wouldn't have the customer adoption to pay for those credits if it could have gone to a mill or it could have gone to an energy facility or something along those lines.”
Grant Canary Sep 9, 2026 ▶ 43:11 Burying trees to save forests?
Sep 9, 2026 bullish
Disclosure
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…”
Grant Canary Sep 9, 2026 ▶ 3:30 Burying trees to save forests?
Sep 9, 2026 bearish
Disclosure
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…”
Grant Canary Sep 9, 2026 ▶ 33:24 Burying trees to save forests?
Sep 9, 2026 bullish
Insight
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…”
Grant Canary Sep 9, 2026 ▶ 22:46 Burying trees to save forests?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.