carbon removal

“All of those approaches work. They're all sound, but they have different price points. They have different durability. They have different customers. They have different regulatory frameworks, because they're happening all over the world. They're happening at,…”

“So, if I recall my UN science appropriately, we need probably 10 gigatons, that's ten billion tons per year of carbon removal in, say, twenty-fifty. And then, You know, you add or subtract that depending on how, how you think we're doing with decarbonization o…”

“The Carbon Negative Shot program is actually a really important DOE initiative because it looks to deploy a suite of carbon removal solutions to reach a hundred dollars per metric ton of carbon removed. So that's an all-inclusive cost.”

“DAC is actually currently Hovering around 7000 metric tons annually globally.”

“I'd like to think that by the end of the decade, We're gonna see even more wins because of these catalytic mechanisms that have paved the way for American innovation to really take the forefront. We are on track to reach that first billion metric tons.”

“I think eventually investors are going to look at, do you have a credible path to getting to like a hundred bucks a ton? Of removal. And I think there's a large number of players who don't have a credible pathway to getting there, even if you make big assumpti…”

“I'm definitely a believer in the fact that we have to augment reduction with removal, both the engineered and the nature-based systems for hem carbon removal will and will need to become an industrialized sector in their own right.”

“It's contradictory to this idea of energy abundance, and so there's, like, very little strategic thought to these actions, and I think it could be extremely detrimental to bringing in investment for the set of technologies that this administration does want.”

“The most common way we say no to a project is because it's too early.”

“A reforestation project may have a much longer, naturally would want a longer term because if you look at tree growth cycles, you'd have carbon credit generation over a long period of time. Whereas an infrastructure style BEX project kind of needs a fixed, you…”

“We vary our contracting in two big ways. So if the project's ready for scale, we will work through a long-term off-tick agreement that's modeled off a PPA. If the project is not ready for scale yet... We'll sign a shorter form agreement.”

“There will definitely be a moment for government demand. I think when you look at the IPCC numbers for five plus gigatons, five to 10 gigatons of carbon removal, you need public procurement to play an essential role of that.”