Take on a podcast episode from The CDR Policy Scoop, originally published Tue, 30 Ju. Listen: https://shows.acast.com/the-cdr-policy-scoop/episodes/iso-sbti-and-the-lcaw-verdict-on-corporate-net-zero-with-kay
TL;DR
ISO Net Zero draft + SBTi v2 launched same day at London Climate Action Week 2026; Axelsson worked on both, argues they’re complementary not competing. Big CDR concern: SBTi doesn’t require removals purchases before 2035 — Axelsson calls this a cost-based decision, not a science-based one. ISO does require 5-year removals milestones, which is stricter on near-term CDR procurement than SBTi. Useful distinction that hasn’t been widely surfaced. Alleged SBTi communication flaw: merged short + long-term standards may let companies claim “net zero aligned” with only a short-term target. Worth watching. Next fight: governance of commodity certificates (green steel, SAF, cement) — mass-balance and additionality risks echoing prior voluntary market failures. Sebastian Manhart and Eve Tamme host Kaya Axelsson of Oxford Net Zero one week after the simultaneous 22 June launch of the ISO Net Zero draft standard and SBTi Corporate Net Zero Standard v2. Axelsson worked inside both processes for three years, and the episode is essentially her post-mortem: what converged, what didn’t, and where the corporate demand signal for durable removals actually lands.
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