Carbon & Industrial Climate

The case for a carbon removal company is four connected stories, the technology, the project, the contract and the measurement. Buyers and investors have to trust a tonne of carbon removal they cannot see, and that trust rests on all four. This subject separates them so each can be explained and tested on its own terms.

The carbon and industrial climate pieces cover how to explain carbon removal technology to investors and buyers, how to build the internal case for a corporate carbon removal purchase, why a carbon company and a carbon project need different investment cases, the decisions an industrial project depends on, and what belongs in the commercial proposal once a pilot has worked. The pieces draw on public programmes and deals, including advance market commitments, public purchase programmes and the certification work now under way in Europe. The same thinking applies to industrial decarbonisation projects that face similar buyers and lenders, including positioning an advanced material for its first industrial adopter.

Start with how to explain carbon removal technology, then read why a carbon company and a carbon project need two different stories.