CDR library

⭐ In fact, when it comes to CDR in carbon pricing systems, quality > size every time. 📊 Having analysed the 17 most high potential compliance markets, I recently argued that CDR eligibility alone tells us little about actual market potential - see comments. 👉 Today, I want to draw attention to another factor: size. 🏭 Let’s take two extremes to illustrate the point: China’s emissions trading system (ETS) is - by far - the biggest in the world, covering almost 8Gt or 15% of

💬 Barely a week passes in which I don't hear something along the lines of "CDR is about to take off, country X already integrated it". ❎ As I am sure you know, I also believe that compliance markets are the future for CDR. But I also think that looking at ELIGIBILITY is not sufficient. 💰 Eligibility is just the first gate. Whether any meaningful market for CDR will actually emerge depends on a second, arguably more important factor: PRICE. 👇 Here is what I did: below you c