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  • 350: Robert Höglund Presents: The Many Perils of Being Catalytic in a Carbon Accounting World

    350: Robert Höglund Presents: The Many Perils of Being Catalytic in a Carbon Accounting World
    2025/05/27

    Should every dollar spent in carbon removal be maximally catalytic? Or is it okay to try to get a really good deal for your net-zero target? What even is this industry for?!

    Joining the show today—somehow for the first time ever—is Robert Höglund, a long-time CDR-watcher and writer; Co-Founder of the carbon removal's data repository-of-record, CDR.fyi, and the Head of CDR at Milkywire.

    Robert endures a barrage of questions about how his thinking on carbon removal has changed over the years, and him and host Ross Kenyon try to ferret out what it actually means to be catalytic. Is carbon accounting just for knuckleheads? The truth... may surprise you.

    This Episode's Sponsor

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    Resources

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    Robert Höglund on LinkedIn

    Robert Höglund's website for his advisory work

    Robert Höglund's many articles

    CDR.fyi

    Milkywire

    348: Is a Lack of Open Science Holding Carbon Removal Back?—w/ Freya Chay & Tyler Kukla of CDRXIV & CarbonPlan

    333: Coproduction & Additionality: How Do We Draw the Line for Carbon Removal?—w/ Grant Faber, Carbon-Based Consulting

    The Dark Knight ferry scene
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    1 時間 5 分
  • 349: How Will Carbon Dioxide Removal Fit into Compliance Markets?—w/ Mike Azlen, Carbon Cap Management LLP

    349: How Will Carbon Dioxide Removal Fit into Compliance Markets?—w/ Mike Azlen, Carbon Cap Management LLP
    2025/05/21

    Everyone's focused on carbon credit offtakes and Voluntary Carbon Market purchases, but the compliance markets represent the vast majority of carbon assets in circulation. How do these markets work, and how might carbon removal interact with them in the future?

    Mike Azlen is the CEO and CIO of Carbon Cap Management LLP, a firm which trades within various compliance markets.

    We discuss why private traders like his company can help price discovery in compliance markets, and address some common criticisms of market-based approaches to climate change (both VCM and compliance markets.)

    Carbon removal is going to figure into various compliance markets in the future, but how exactly will that work? Might that be the demand boost that carbon removal needs to scale?

    There is also bonus content from this episode about some of Mike's observations about VCM failures. It will be released on Saturday, May 24th. Become a paid subscriber to access it when it is published!

    This Episode's Sponsor

    ClimeFi

    ⁠⁠⁠⁠Arbonics⁠⁠⁠⁠

    ⁠⁠⁠⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠⁠⁠⁠

    Become a sponsor by emailing carbon.removal.strategies[at]gmail.com

    ⁠Use this affiliate link to use Descript's transcripting and podcast editing service⁠

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    Resources

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    Carbon Cap Management LLP

    Carbon Cap's Resource Library
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    1 時間 1 分
  • 348: Is a Lack of Open Science Holding Carbon Removal Back?—w/ Freya Chay & Tyler Kukla of CDRXIV & CarbonPlan

    348: Is a Lack of Open Science Holding Carbon Removal Back?—w/ Freya Chay & Tyler Kukla of CDRXIV & CarbonPlan
    2025/05/14

    Seemingly everyone in carbon removal says they want more data transparency and the sharing of scientific results. Why isn't open science more present, and how can we get more of it? Could a pre-print server for CDR be part of the solution?

    Today is the official launch of CDRXIV ("cee-dee-archive"), a new initiative from CarbonPlan that aims to spur scientific conversations within the carbon removal community.

    On this episode, Freya Chay (the CDR Program Lead at CarbonPlan and a Member of the Advisory Board to CDRXIV) and Tyler Kukla (a CDR Research Scientist at CarbonPlan and the Content Manager for CDRXIV) are on the show to explain how pre-print servers drive progress in other scientific fields, why CDR needs one, and how it may change our industry.

    If you'd like to submit data and/or a paper for publication to CDRXIV, please email hello@cdrxiv.org, or visit their submission portal here.

    This Episode's Sponsor

    ⁠⁠⁠Arbonics⁠⁠⁠

    ⁠⁠⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠⁠⁠

    Become a sponsor by emailing carbon.removal.strategies[at]gmail.com

    Use this affiliate link to use Descript's transcripting and podcast editing service

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    Resources

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    CarbonPlan

    CDRXIV

    Submit research to CDRXIV

    335: How Nori Created a Direct Air Capture+Storage Methodology: A Case Study—w/ Radhika Moolgavkar & Rick Berg
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    48 分
  • 347: This Entrepreneur Holds the Record for Two Exits in Carbon Removal. What Does He Think Is Next for CDR?—w/ Jim McDermott, Founder and Managing Partner of Rusheen Capital Management, LLC

    347: This Entrepreneur Holds the Record for Two Exits in Carbon Removal. What Does He Think Is Next for CDR?—w/ Jim McDermott, Founder and Managing Partner of Rusheen Capital Management, LLC
    2025/05/07

    Carbon removal only has a few exits. Today’s guest was involved in two of them, and he’s bringing his lessons.

    Jim McDermott is the founder and CEO of Rusheen Capital Management, LLC, an investment firm that makes a few early-stage bets and works with companies much more closely than most investors do. He's had a long and storied career in energy and as the founder and CEO of Stamps.com.

    Jim shares his lessons from exiting 1PointFive and Carbon Engineering to Occidental Petroleum (who also just bought Holocene, another direct air capture company). He lays out his case for alternatives to the classical venture approach, and proposes a new philanthropic model he believes has a chance of filling in carbon removal’s (in)famous demand gap.

    Listen in to lessons for entrepreneurs during tough times and Jim's predictions for direct air capture and the carbon removal sector as a whole.

    This Episode's Sponsor

    ⁠⁠Arbonics⁠⁠

    ⁠⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠⁠

    Resources

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    Rusheen Capital Management, LLC

    1PointFive

    Carbon Engineering

    Occidental Petroleum

    Holocene

    "Why Oxy’s Acquisition Of Holocene Signals A Maturing Carbon Removal Industry" at Forbes, by Phil de Luna
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    50 分
  • 346: How Structure Climate Financed Carba’s Biochar Offtake Agreement with Microsoft—w/ Andrew Jones of Carba & Matt Schmitt of Structure Climate

    346: How Structure Climate Financed Carba’s Biochar Offtake Agreement with Microsoft—w/ Andrew Jones of Carba & Matt Schmitt of Structure Climate
    2025/04/30

    In carbon removal, landing a major offtake agreement—like Microsoft’s purchase of 44,000 credits from Carba—is often seen as the holy grail. But what happens next? How does the money flow, and can debt financing bridge the gap between signature and scale?

    In this episode of Reversing Climate Change, host Ross Kenyon unpacks the deal between Microsoft and Carba, a waste-to-value biochar company turning landfill-bound biomass in Minnesota into durable carbon removal.

    With credits to be delivered over five years, Carba needed capital to ramp up production. Enter Structure Climate, which is financing the deal to help Carba meet its commitments—showcasing a compelling model for how debt finance can unlock climate impact.

    Guests Andrew Jones, CEO and Cofounder of Carba, and Matt Schmitt, Founder and CEO of Structure Climate (where Ross serves as an advisor), walk us through the mechanics of the deal, the role of debt vs. equity, and what this means for the future of carbon removal finance.

    Resources

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    "Carba Announces 5-Year Carbon Removal Credit Purchase Agreement with Microsoft" announcement

    Structure Climate

    Carba

    Microsoft's carbon removal program
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    1 時間 1 分
  • 345: Why Too Many TV Antiheroes May Be Bad for the Climate

    345: Why Too Many TV Antiheroes May Be Bad for the Climate
    2025/04/23
    Fair warning: this episode spoils a lot of (older) media.Antiheroes make for great television. But why are we obsessed with them? Why are they in nearly all prestige dramas? Is this a result of our cultural beliefs, or is it (re)producing a culture of cynical realism? What impacts might it have for politics and climate change?This ascendancy of the antihero is a trend I've been watching (and often enjoying) since my teen years. Shows like The Sopranos helped bring television to its lofty artistic status, but it did so by confusing the natural empathy that good storytelling generates. The longer one watches shows like The Sopranos, the more one ends up rooting for bad guys to be successful. In a world that is ever more mediated by media, could a similar trend be happening in politics?Today's show is an attempt to make sense of the antihero through a number of prestige dramas, and look for some ways of telling stories that don't lead us into the abyss of constant moral ambiguity.Today we're going to talk about hope, reclaiming moral authority, and why it's cool to believe in things. I hope you'll join me in that ambition.This Episode's Sponsors⁠⁠Offstream⁠⁠⁠⁠Arbonics⁠⁠⁠⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠⁠Email me to sponsor at carbon.removal.strategies [at] gmail.com.Resources⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠"The judge speaks in the name of justice; the priest speaks in the name of pity, which is nothing but a more lofty justice."- Victor Hugo, Les Misérables"Then came Peter to him, and said, Lord, how oft shall my brother sin against me, and I forgive him? till seven times? Jesus saith unto him, I say not unto thee, Until seven times: but, Until seventy times seven."- Matthew 18:21-22, KJV'Breaking Bad's Vince Gilligan Says We Need More Good Guys on Screen as Bad Guys Have “Taken Over the World” article on MSNThe Sopranos (here's a clip where Anthony Jr. steals sacramental wine from the church and the shot lingers for a few extra seconds on St. Jude, the patron saint of lost causes—perfection)Sgt. Pepper's Lonely Hearts Club Band on Wikipedia"Antihero" article on TVTropes (my favorite repository of writings on archetypes and common storytelling devices)Littlefinger Tells Varys That Chaos Is A Ladder | Game of Thrones | HBOBreaking BadTed LassoThe Last of UsThe scene between Michael and Kay in The Godfather"Default to Good" article on TVTropes (the unnamed archetype of "the redeemed rogue." I'm glad it already had a name! It deserved one!)The Act of KillingThe All We Can Save ProjectWhat If We Get It Right? by Dr. Ayana Johnson
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    48 分
  • 344: The Optimal Number of Travel Deaths Is Non-Zero: Carbon Removal Trade-Offs in Scale & Quality

    344: The Optimal Number of Travel Deaths Is Non-Zero: Carbon Removal Trade-Offs in Scale & Quality
    2025/04/15

    It's a jarring phrase. There's an even more jarring version of it in this episode. You've been warned.

    Economists are well-known for gnomic sentences that can sound cruel. For some, that's one of the job's many perks. But that doesn't mean that there isn't some truth in representing decisions as trade-offs.

    Today is a bonus monologue episode where I am going to unpack this phrase (and its nastier cousin) and explain what it has to teach the carbon removal industry as it grapples with the tension between scale and quality.

    This Episode's Sponsors

    ⁠Offstream⁠

    ⁠Arbonics⁠

    ⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠

    Resources

    ⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠

    "There ain't no such thing as a free lunch" Wikipedia page

    ⁠Follow the Reversing Climate Change podcast on LinkedIn
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    26 分
  • 343: Two Climate People Talk about Their Feelings: Heidi Lim’s New YouTube Channel

    343: Two Climate People Talk about Their Feelings: Heidi Lim’s New YouTube Channel
    2025/04/08

    You should know about my friend Heidi Lim. She's a leading voice of carbon removal on TikTok.

    She's been making short-form content for ages but today's show is her first foray into long-form. I have the honor of being her first guest and co-releasing the episode.

    It is my sincere honor to help Heidi launch her new content on YouTube!

    We get real in this show, talking about the difficult and sometimes unsung work of climate communications, why our world feels so screwed up, and the black hole of tech jobs that suck so much talent into its brain drain.

    Best wishes, Heidi! So glad you're now doing this. Count me as a big fan!

    This Episode's Sponsors

    ⁠Offstream⁠

    ⁠Arbonics⁠

    ⁠Listen to the RCC episode with Lisett Luik from Arbonics⁠

    Resources

    ⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠

    Heidi's TikTok

    The full video on Heidi's YouTube channel

    329: The "Faustian Bargain" in Climate Rhetoric: Goethe's Faust and Modern Occultism—w/ Daniel Backer, author

    326: Confronting Our Shadow: Jung, The Vietnam War, & Climate Change—w/ Karl Marlantes, author

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    "And if thy right hand offend thee, cut it off, and cast it from thee: for it is profitable for thee that one of thy members should perish, and not that thy whole body should be cast into hell."

    - Matthew 5:30, KJV
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    1 時間 10 分