Posts

Take on a podcast episode from The Carbon Curve, originally published Wed, 05 Au. Listen: https://carboncurve.substack.com/p/carbon-removal-that-utilities-actually TL;DR CREW Carbon doses calcium carbonate into wastewater bioreactors, converting microbe-generated CO2 into stable bicarbonate — durable removal inside a closed, metered system. Just signed a Microsoft offtake for up to 23,602 durable removal units; total book now >$40M with JPMorgan, Google, Autodesk, Stripe/Frontier. Pitch to utilities is capex deferral + easier nitrogen/phosphorus compliance — CDR revenue is upside, not the core sell. Useful framing. measurement, reporting, and verification (MRV) story leans on the closed reactor: mass-balance and effluent chemistry, not open-ocean modeling. Materially stronger than marine ocean alkalinity enhancement (OAE) on measurement. Regulated-utility sales cycles are the real bottleneck, not chemistry. Worth taking seriously. The Carbon Curve’s Na’im Merchant hosts Joachim Katchinoff, CEO of CREW Carbon, on turning municipal wastewater treatment plants into alkalinity-enhancement sites. The episode was taped before CREW’s Microsoft deal dropped, so the show notes carry the news; the conversation itself is about mechanism, MRV, and how you actually sell CDR into a regulated utility. ...

Take on a podcast episode from The CDR Policy Scoop, originally published Sun, 02 Au. Listen: https://shows.acast.com/the-cdr-policy-scoop/episodes/inside-the-framework-for-residual-emissions-with-injy-johnst TL;DR Residual emissions has no shared definition — the term drifted from IPCC modeling into corporate net-zero plans without translation. Useful framing. Johnstone insists “hard-to-abate” (technological limit) ≠ “residual” (broader, includes demand-side and normative choices). Overdue distinction. Proposes three buckets: near-term abatable now, medium-term (2040) plausible tech, long-term (2050) speculative — with 5-year reassessment. Warns the medium-term bucket is where optimism bias silently shrinks today’s carbon removal (CDR) demand. This is the real signal. Compares SBTi v2 and draft ISO net-zero standards: ISO handles residuals with more specificity, SBTi punts implementation into future decades. Sebastian Manhart and Eve Tamme host Dr. Injy Johnstone (Oxford Net Zero) to unpack her Drax-funded report What Are Residual Emissions? — a term everyone uses in net-zero pathways and almost nobody defines the same way. The episode is a 30-minute methodological conversation, not a market update. ...

Carbon Herald just published Eni CCUS Holding Eyes European Growth As $500M+ Financing Signals Investor Confidence. Carbon Herald reports that Eni’s dedicated CCUS Holding unit has attracted more than $500 million in financing, a signal that investors see viable returns in European carbon capture, utilization and storage despite well-known headwinds. The piece frames the raise against a European CCUS landscape still working through issues around risk allocation between operators and emitters, uneven state support, and fragmented value chains linking capture sites to transport and permanent storage. Eni is positioning the holding company to pursue growth opportunities across multiple European jurisdictions as policy frameworks and offtake structures continue to develop. ...