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Jack changed my mind. Will he change yours?
⛽ I used to have a pretty clear opinion on the role of oil and gas on the way to net zero: boycott and phase out basically. 🫣 This is a very commonly held stance in the climate bubble. It is also one that is not particularly helpful. 📉 Of course, we need to phase out fossil fuels as quickly as possible. ⚠️ However, given the massive dependence of humanity on fossil fuels, there can be no net zero without decarbonising this sector. ⚖️ And not all actors are the same: some ar
Feb 1


🇩🇰 What happened to the €4bn Danish CCS subsidy?
🤨 I recently found out that 9 out of 10 pre-qualified entities withdrew their applications from this much praised fund, leaving a single contender for what is supposed to be a competitive, landmark fund. 🔎 So I dug deeper, and what I found provides really useful lessons for how we need to structure government funding for fairly novel technologies like CCS and CDR. 💰 Back to the start: the Danish government created a 28.7bn Danish Krona fund (€3.9bn) with the objective of c
Jan 29


⚖️ Without Like-for-Like, net-zero does not stop warming
😳 There, I said it. A statement that will lead to a lot of nodding for some, and fury for others… 👀 It is also the takeaway from a fascinating paper just released by Carbon Gap and authored by Sylvain Delerce . 🤓 Quick recap: What is the Like-for-Like (LfL) principle? From the paper: “Like-for-Like neutralisation requires balancing anthropogenic GHG sources with removals by sinks of similar or greater permanence than the carbon pool the emissions originate from and / o
Jan 28


“..There are some really fundamental parts of this market that are not done yet”
Eve Tamme and I sat down with the one and only carbon markets MVP Alexia Kelly , Managing Director of High Tide Foundation for a deep, practical conversation about the state of the market If you follow Alexia, you know she doesn’t hold back. So expect honest takes on the mess that SBTi has become, the confusing proliferation of actors in the space, and - crucially - what needs to be done to fix it. If you care about where this space is heading, this one’s worth your time
Jan 27


🛢️ “Zero carbon barrel of oil” - really? 🛢️
🤬 That sentence triggers me too… 🤔 But - as so often in climate - reality is not black or white. The slogan is wrong, but the directionality isn’t. 🔎 Fossil fuels, like it or not, will be with us for decades to come (although definitely not forever as stated in this video - phase out is coming for you, O&G!). 🔥 Billions of barrels will be pumped and used, gigatons of CO2 and methane emitted. So the carbon intensity of each barrel does really matter. A ton is a ton after a
Jan 26


🌄 CBAM: the next frontier for carbon removals?
💭 When I think about what will generate the biggest demand for CDR in the coming decade, I come back to three things: 1️⃣ EU ETS integration 2️⃣ International credit procurement towards the EU 2040 target 3️⃣ Use for EU CBAM carbon price deduction. 💪 The last one is the big underdog amongst the three. Yet, unbeknownst to many, things are happening! 🇪🇺 The EU Commission is currently working on detailed rules of what the use of international credits - likely under Article
Jan 26


🌍 Guess how many times world leaders in Davos mentioned climate change?
Zero. 💬 I spent the last few days watching most of the special addresses given at the 2026 World Economic Forum: Trump, Carney, Merz, von der Leyen, Zelenski, and Macron. 🌡️ These speeches give a fascinating insight into what truly matters to the political elite today. What stood out to me: in almost four hours of speaking time, not ONCE did any of them mention climate change or global warming. 📑 This stands in stark contrast with the WEF’s own 2026 Global Risks Report,
Jan 24


🤔 Imagine you sat on 15Mt of wet residues and your goal was to do whatever is best for the climate? What would you do?
🏭 According to a recent study: BECCS / Bionenergy with Carbon Capture and Storage. All the way. It delivers around double the climate benefit of the next best solution: animal feed substitution. 🧑🔬 A bit more context on this fascinating study: the authors looked at a concrete use case, namely two Dutch coal-fired power plants to be converted to 100% BECCS. 📊 The residues in question were pellets from the U.S. and bagasse from Brazil. It then looked at the overall climate
Jan 22


🤑 THIS is how you get your CDR project funded 🤑
🙅 Stop pitching biochar. Nobody cares. Start understanding and pitching your business fundamentals. 👌 Pure gold here from Alastair Collier on the latest Reversing Climate Change podcast with Ross Kenyon . ❗ No matter what type of CDR project you are trying to get funded: listen to this episode. It is just so, so good. 🙏 Alastair, thank you. You did the industry a big service by sharing your experiences. ✅ Ross, as always, great stuff. Regular listener here and encour
Jan 21


🛢️ We need to talk about making cleaner fossil fuels 🛢️
🧐 Yesterday, I shared how the energy transition looks unstoppable, and all the incredible data from Nat Bullard to prove it. At the same time, it is a hard fact that the world will take years, maybe decades to wean itself off fossil fuels. 💡 If we’re going to burn oil anyway in the short to medium term, the difference between high-leakage, high-intensity barrels and cleaner ones is real climate damage avoided. 🔴 The common approach in the climate bubble is to dismiss any
Jan 19


🇨🇭 Switzerland's leading the way on BUILDING carbon removal.
🌍 Literally - through its holistic approach to building CO2 infrastructure we need to get scale CDR and CCS to achieve net-zero. 🏗️ Check out our latest conversation with Sophie Wenger , Senior Policy Advisor at the Swiss Federal Office for the Environment, on CDR Policy Scoop , “How is Switzerland using CO₂ infrastructure to meet its climate targets?” 👀 Catch up to find out about the unsexy but crucial plumbing behind net zero: ▶️ Youtube: https://lnkd.in/dH-GeTKn 🎧
Jan 19


📰 Is geoengineering having its moment?
Finally! 📣 The Guardian , a mainstream media outlet historically skeptical on the topic of geoengineering, has published four op-eds in the last month, all calling for a drastic change in our approach to geoengineering. 🌍 I was glad to see this editorial decision. The more I learn about the topic, the more I believe the current stigma around it is not serving humanity well. 🔬 No one here is arguing we should deploy commercial scale geoengineering today. All these authors
Jan 19
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