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The Drop 2025 - Ripple summaries
Testing the Investment Thesis for CDR in 2025
The Ripple dove deep into carbon removal's future, bringing together investors, founders, and industry experts to hash out the market's potential.
Key takeaways:
Carbon removal is critical but complex.
Compliance markets are the real game-changer.
Corporates are slowly waking up to net-zero needs.
Technology costs must drop dramatically.
Scaling will require creative partnerships.
The group recognized that while everyone agrees carbon removal is necessary, the path isn't straightforward. They explored everything from direct air capture to ocean algae blooms, acknowledging that no single solution will save us.
The big message? We need a mix of technologies, smart policy, and serious investment to turn carbon removal from a niche idea into a global solution. The conversation was equal parts hopeful and pragmatic - these folks know the challenge is massive, but they're not backing down.
HOSTS
Lisa Mangertseder
Carbon Removal Partners
Quentin Demarly
Air Liquide Ventures