跳过主要内容

实用的魔术

Stripe, Shopify, Alphabet, Meta and McKinsey will spend almost $1 billion on carbon removal

CarbonCure

Some in the climate activist community — maybe many — abhor the investments and attention flowing into carbon capture and storage technologies, arguing that they detract from focus and funds needed for energy and transportation solutions that wean the global economy off fossil fuels. Some suggest that it even perpetuates our addiction to them.

The sad truth, one underscored last week by the scientists who authored the最新政府间气候变化小组报告,是否开发去除残留二氧化碳的方法对于过渡也是必不可少的 - 如果我们希望将全球温度保持在1.5摄氏度以下。实际上,我们几乎需要在“该图表”中提到的所有选项,他们发布了各种途径,概述了1.5度C(下方和下方)linked here), which is making the rounds among the climate tech community. Anyone have it in poster size yet?

IPCC graphic

这就是我相信Microsoft,Shopify,Stripe和Swiss Re等公司所做的努力的原因之一优先清除碳和存储方法- 而不是避免项目 - 值得注意。您可以有效地争辩说,他们精心策划的碳清除合同只是公司抵消采购策略的发展。而且我们都知道,从长远来看,购买补偿不能代替减少排放的做法。但是,您还可以有效地争论说,缩放我们所处的每种方法都是明智的举动。

That’s the motivation behind大量的新边界基金, a $925 million "advance market commitment" (AMC) set up by software firm Stripe to invest in carbon removal offsets — along with funding from Alphabet, Shopify, Meta and McKinsey, to start.

The fund is essentially a bigger version of the initiatives that Stripe and Shopify have been managing separately for the past couple of years. Both of those funds have focused on evaluating early-stage startups that are actually engaged in carbon removal, and both have learned plenty over those months that they are eager to share with other corporate buyers.

这些合同的收益率通常比公司为当今市场上的许多回避信用额支付的费用要高。例如,当它于2020年首次购买时,条纹为碳库(CO2序列混凝土公司)开发的项目支付了约100美元,每公吨为碳库开发的项目,用于地质存储所做的工作。

The focus of Frontier Fund is to help scale the availability of solutions that cost less than $100 per metric ton. It will evaluate potential removal offsets based on these criteria (among others): permanence (how long will the CO2 stay out of the atmosphere, it seeks more than 1,000 years); how big of a footprint a particular technology requires (some direct air capture options can be awfully space-hungry); how much capacity the solution actually offers; whether it really results in a net negative result and can be verified as such; and the environmental justice impact.

Stripe likens the effort to mechanisms set up to accelerate vaccine development: "The concept of an AMC is borrowed from vaccine development and was piloted a decade ago. The first AMC accelerated thedevelopment of pneumococcal vaccines对于低收入国家,估计有70万人的生命。而碳去除和疫苗的市场动态不完全相同,他们面临类似的挑战:长期需求和未经证实的技术的不确定性。AMC有权在一开始就没有选择获胜技术的情况下发送强烈而直接的需求信号。”

Eventually, the fund plans to open to additional buyers.

边境基金

Frontier is one of several carbon removal procurement developments I’ve been considering this week.Another big announcement came Tuesday以大型“碳信用购买协议”的形式CarbonCure Technologies,它已经开发出一种将捕获的二氧化碳注入矿化并“永久”储存的混凝土中的方法。

加拿大公司,去年分裂碳Xprize的最高奖项, has disclosed a $30 million deal with two companies that have begun investing in carbon credits as part ofa new partnership, investor Invert and blockchain/crypto tech firm Ripple. CarbonCure’s碳去除方法has been approved by the Verra crediting program, which lets buyers trace the details.

将计划从个人和其他企业获得的投资组合中获得积分的计划。该合同涵盖了“成千上万的直接,永久和可验证的碳信用额,可以在10年内交付”。

CarbonCure’s corporate mission is to remove 500 million metric tons of CO2 annually by 2030, which it describes as the same as taking 100 million cars off the road every year.

The other company in my spotlight in this moment is San Francisco-basedHeirloom上个月,迄今为止,这是一家直接空气捕获公司的最大系列赛之一 - 由Carbon Direct Direct Management,Ahren Innovation Capital和Breakthrough Energy Ventures以及Microsoft气候创新基金领导的5800万美元。

传家宝还是与Shopify和Stripe签订合同的初创公司之一,这两者都因在早期阶段帮助提高技术而获得了学分。其他早期客户包括软件公司Klarna和Source Full和非营利性Milkwire。迄今为止,该公司总共筹集了5800万美元,其中包括来自ARPA-E和国家科学基金会的赠款,据传家宝商业化主管Max Scholten称。

Heirloom uses renewable energy to accelerate a natural process that uses minerals that "thirst" for carbon dioxide and encourages them to soak it up like sponges, turning them into stone. It touts a cost that is sub-$100 per metric ton, significantly lower than other direct air capture systems. The Heirloom approach is modular, and will depend on the geologic storage capacity of a given location, Scholten told me. "We can match the scale of our system to the constraining factor," he said. Its aim: remove 1 billion metric tons of CO2 by 2035.

当我与Scholten谈论这种方法时,他说传家宝计划代表客户拥有和操作装置。除其他事项外,新融资将有助于资助公司的第一个商业部署,其地点尚未披露。他说:“目标必须尽快保持低成本和永久性。”

很明显,我们需要对这个世界的碳和传家宝的更多公司支持 - 与公司采购可再生能源项目的采购有助于加速太阳能和风能装置。边境基金是朝着这一点迈出的又一重要一步。当然,面临的挑战是如何将本质上一种不同类型的碳偏移应用到碳会计模型中。我们所有人都希望我们能获得数学,以便早日加起来。

[想要对气候技术和创新的更多分析吗?注册气候技术Weekly,our free email newsletter.]

More on this topic