The Carbon Curve - podcast cover

The Carbon Curve

Na’im Merchantcarboncurve.substack.com
The world needs to remove billions of tons of CO₂ from the atmosphere — and an entirely new industry is emerging to do it. On The Carbon Curve, Na'im Merchant explores the people, policies, and technologies driving carbon removal forward through conversations with the sector's leading voices. From policy wins and market shifts to breakthrough technologies and global perspectives, each episode unpacks what it takes to scale carbon removal to meet the enormous climate challenge. New episodes every two weeks.

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Episodes

Here’s how Deep Sky thinks about scaling carbon removal

Episode 34 is with Phil De Luna, Chief Carbon Scientist and Head of Engineering at Deep Sky. In this episode, Na’im speaks to Phil De Luna , Deep Sky ’s Chief Carbon Scientists and Head of Engineering. Na’im and Phil cover a broad range of what Deep Sky - a carbon dioxide removal (CDR) project developer that raised C$75M last year - has done to date, how they think about new technology adoption, why Canada is well suited for large scale carbon removal, and the policies that would help advance th...

Jan 31, 202459 min

Julio Friedmann and Tim Bushman take stock of carbon removal leading into 2024 and Canada's potential as a global CDR leader

Episode 33 is with Dr. Julio Friedmann, Chief Scientist at Carbon Direct , and with Tim Bushman, Director of Policy and Research at Carbon Removal Canada . Today Na’im speaks with Dr. Julio Friedmann and Tim Bushman about Canada's potential to scale up carbon dioxide removal (CDR). Late last year, Carbon Removal Canada released a report on Canada's readiness to scale carbon removal and the policies needed to unlock its potential. Today, Na’im speaks to two leading experts on carbon removal's fut...

Jan 16, 202444 min

A carbon removal New Year's special

Episode 32 is with Na’im Merchant and Rahima Dosani. Building off of the special episode they did a year ago, Na’im and Rahima are back to reflect on all things carbon removal in 2023 and what’s in store for 2024. They also get into launching Carbon Removal Canada, the role Canada can play in scaling carbon removal (CDR), managing changing professional demands, and other personal questions that Na’im was clearly not prepared for! We hope you enjoy the episode and wish everyone a happy 2024! Abou...

Jan 03, 202449 min

The future of mining needs to be carbon negative

Episode 31 is with Paul Needham, CEO of Arca. Today Na’im speaks with Paul Needham about the potential for accelerated carbon mineralization using mine waste as a carbon dioxide removal (CDR) method to decarbonize mining. Mining will play a huge role in the energy transition given the huge need of critical metals - and CDR can help ensure it’s done in a net-zero fashion. Arca is working to stop - and reverse - climate change by capturing carbon dioxide from the air and transforming it into rock,...

Dec 21, 202337 min

Is Kenya the next carbon removal powerhouse?

Episode 30 is with Bilha Ndirangu, CEO of Great Carbon Valley. Today Na’im speaks with Bilha Ndirangu . Bilha is the CEO of Great Carbon Valley . She is also the co-founder of Jacob’s Ladder Africa, a non-profit focused on green workforce preparation. In this and other roles, she is at the intersection of climate action, technology, and education, positioning Africa as an investment destination for the green economy, identifying and scaling relevant technologies, and preparing its youth to provi...

Dec 05, 202342 min

How direct air capture can help decarbonize aviation

Episode 29 is with Anna Stukas, Vice President of Business Development at Carbon Engineering Ltd. Today Na’im speaks with Anna Stukas about how Carbon Engineering is helping the aviation industry to decarbonize, and what roles direct air capture (DAC) technologies play in the sector’s overall strategy to reach net-zero. Anna Stukas is a Vice President of Business Development at Carbon Engineering Ltd. Anna is a professional engineer with nearly two decades experience bridging the gap between tec...

Oct 31, 202349 min

Carbon removal's victory condition

Episode 28 is with Marty Odlin, Founder and CEO of Running Tide. Today Na’im speaks with Marty Odlin about how Running Tide is navigating the waters of open ocean CDR. Marty Odlin is the Founder and CEO of Running Tide , a global ocean health company. A systems engineer from a 4th generation fishing family, Marty founded the company in 2017 after seeing the devastating implications of climate change on his own community. Running Tide designs and deploys cutting-edge diagnostics and comprehensive...

Oct 13, 202347 min

How the EU is shaping policies to pursue global leadership in carbon removal

Episode 27 is with Sebastian Manhart, Senior Policy Advisor at Carbonfuture and Board Chair of DVNE, a new German carbon removal association. In the last year, carbon removal news has been dominated by policy wins in the United States. But we know that climate change is the ultimate collective action problem, and I've been keen to learn what other jurisdictions are doing to scale carbon removal globally. The EU is likely to be a big player in the carbon removal field. My guest today, Sebastian M...

Sep 14, 202343 min

How carbon removal is helping make ultra-low carbon concrete a reality

Episode 26 is with Rahul Shendure, CEO of CarbonBuilt. There are many different storage pathways for carbon dioxide removed from the atmosphere. One storage medium that we don't talk about enough is storage of CO2 in long-lived products like concrete. Storing CO2 in concrete not only helps solve the CO2 storage problem - especially for smaller, modular carbon removal deployments - but helps decarbonize a very carbon intense product. My guest today, Rahul Shendure , leads a company that is develo...

Sep 01, 202342 min

Digging deep on carbon storage

Episode 25 is with Jack Andreasen (Breakthrough Energy) and Dr. Claire Nelson (Cella). Today Na’im digs deep into the safe and secure storage of CO2 with Jack Andreasen and Dr. Claire Nelson. Jack Andreasen covers carbon management policy for Breakthrough Energy . In this role he works on policy across NGOs, federal and state governments, industry and start-ups in DAC, CCS and carbon storage. Previous to this role he was an energy policy analyst at The Climate Reality Project and worked for Duke...

Aug 10, 202350 min

Greg Nemet on the State of Carbon Dioxide Removal

Episode 24 is with Professor Gregory Nemet, a Professor at the University of Wisconsin–Madison in the La Follette School of Public Affairs and Convener of the State of CDR report. Today Na’im speaks with Professor Gregory Nemet to learn more about the current state of carbon dioxide removal (CDR) globally, the varying magnitudes of carbon removal needed by midcentury as they correspond to different decarbonization scenarios, and the gap between the amount of carbon removal needed and the amount ...

Jul 13, 202346 min

Julio Friedmann, James Mwangi, Ugbaad Kosar, and Marcius Extavour on meeting this critical moment in carbon removal's evolution

Episode 23 of The Carbon Curve is with Dr. Julio Friedman (Chief Scientist at Carbon Direct), James Mwangi (Co-Founder and CEO of Africa Climate Ventures), Ugbaad Kosar (Director of Environmental Justice at Carbon180), and Marcius Extavour (Chief Climate Solutions Officer at TIME CO2). This episode was recorded from the 2023 Direct Air Capture Summit hosted by Climeworks on June 6, 2023. A couple of weeks ago, I attended the 2023 Direct Air Capture (DAC) Summit hosted by Climeworks and had the c...

Jun 22, 202358 min

What a responsible future for ocean carbon removal looks like

Episode 22 is with Dr. Sifang Chen, a Managing Science and Innovation Advisor at Carbon180 and author of the recent white paper, Depending on the Ocean: Research and Policy Priorities for Responsible Ocean Carbon Removal . We continue to see growing interest in enhancing the ocean's ability to remove and store carbon dioxide. In the last month alone, we've seen the largest investment to date in an ocean-based carbon removal startup, California-based Ebb Carbon. Soon after, Dalhousie University a...

May 11, 202344 min

Dr. Shuchi Talati on enabling climate policy and governance to keep pace with new technologies and interventions

Episode 21 of the Carbon Curve is with Dr. Shuchi Talati, founder of the recently launched nonprofit, The Alliance for Just Deliberation for Solar Geoengineering. In this episode, Na’im and Dr. Shuchi Talati talk about shifting the conversation on two major climate interventions in the course of her career. First, we discuss her experience working with the Department of Energy to help facilitate a major shift in mandate for the Office of Fossil Energy and making it the Office of Fossil Energy an...

Apr 27, 202348 min

A new accelerator helping build the innovation pipeline and ecosystem to scale carbon removal in Europe

Episode 20 of The Carbon Curve is with Marian Krüger, co-lead of the Remove Accelerator and Decarbonization Lead for Sus.Lab at ETH Zürich Let’s hop over the Atlantic and talk about the carbon removal (or CDR) innovation and policy landscape in Europe. The EU is the world’s third largest economy, and it’s well positioned to have a major impact on the future of carbon removal policy and innovation. I wanted to understand Europe's potential in terms of what's in the innovation pipeline, as well as...

Apr 13, 202333 min

Ted Christie-Miller from BeZero on assessing the scalability of carbon removal

Episode 19 of The Carbon Curve is with Ted Christie-Miller, Head of Carbon Removal at BeZero Carbon Scalability is essential to the success of long-term CDR deployment - it is broadly acknowledged that by midcentury, CDR must grow from its current capacity of thousands of tons to billions of tons of removal per year. But how do we evaluate the potential to scale, the barriers that could prevent the necessary scaling, and the levers needed to overcome these barriers? BeZero Carbon is a ratings ag...

Mar 30, 202332 min

Special Episode: My path into the carbon removal field and lessons learned along the way

This is a special episode with Rahima Dosani (my amazing wife) who interviews me about my career transition from working in international development to carbon dioxide removal (CDR) and my thoughts on the CDR field more broadly. Over the last few years, countless people have asked me about my journey from working in global health to working on climate and the steps I took to shift into this field. Over the holiday break, Rahima and I recorded a special episode to reflect on that journey, includi...

Jan 03, 202358 min

Best of 2022: Insights on scaling carbon removal from 7 industry leaders

This episode features interviews with Rob Niven (CEO and Chair of Carbon Cure), Shashank Samala (Co-Founder and CEO of Heirloom), Natalia Dorfman (Co-Founder and CEO of Kita), Mike Kelland (Co-Founder and CEO of Planetary), Peter Reinhardt (Co-Founder and CEO at Charm Industrial), Adrian Corless (CEO at CarbonCapture), and Stacy Kauk (Head of Sustainability at Shopify) This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies that want to participate in rem...

Dec 21, 202236 min

Mike Kelland, CEO of Planetary, on the vast potential of ocean-based carbon removal

Episode 16 of The Carbon Curve is with Mike Kelland, CEO and Co-Founder of Planetary . This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies that want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps scale the world’s most promising carbon removal...

Dec 07, 202238 min

Natalia Dorfman, CEO of Kita, on why insurance is key to scaling carbon removal

Episode 15 of The Carbon Curve is with Natalia Dorfman, CEO and Co-Founder of Kita This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies who want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps scale the world’s most promising carbon removal vent...

Nov 30, 202242 min

Peter Minor from Carbon180 thinks high accountability measurement, reporting, and verification can be carbon removal’s crucial link between trust and scale

Episode 14 of The Carbon Curve is with Peter Minor, Director of Science and Innovation at Carbon180 This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies who want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps scale the world’s most promising ca...

Nov 01, 202247 min

Scaling up geochemical carbon removal? RMI has a map for that. A conversation with Dr. Cara Maesano

Episode 13 of The Carbon Curve is with Dr. Cara Maesano, Geochemical Lead at RMI’s CDR Initiative This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies who want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps scale the world’s most promising carb...

Oct 26, 202234 min

Adrian Corless, CEO of CarbonCapture, on what it's going to take to build a 5 million ton per year direct air capture plant

Episode 12 of The Carbon Curve is with Adrian Corless, CEO and CTO of CarbonCapture Inc. This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies who want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps scale the world’s most promising carbon remova...

Oct 19, 202241 min

Celina Scott-Buechler from Data for Progress shares voter perceptions and community insights on the equitable deployment of carbon removal

Episode 11 of The Carbon Curve is with Celina Scott-Buechler, Senior Resident Fellow of Climate Innovation at Data for Progress (DFP). This episode is sponsored by Carbonfuture . Carbonfuture is an end-to-end platform for companies who want to participate in removing carbon from the atmosphere. Unlike conventional marketplaces, Carbonfuture’s monitoring, reporting, and verification platform solves carbon credit uncertainty for buyers like Microsoft and SwissRe while Carbonfuture’s support helps ...

Oct 13, 202245 min

Stacy Kauk, Head of Sustainability at Shopify, on getting in early on carbon removal and the next phase in scaling it up

Episode 10 of The Carbon Curve is with Stacy Kauk, Head of Sustainability at Shopify. After a few weeks off, I’m excited to bring you a new series of interviews with policy experts, market shapers, and entrepreneurs who are working tirelessly to responsibly and effectively scale up the carbon removal (or CDR) innovations needed to draw down CO2 from the atmosphere. Over the next 8 weeks I’ll be speaking with guests on topics including environmental justice, measurement, reporting, and verificati...

Oct 05, 202240 min

A more precise definition of carbon removal and a more catalytic approach to supporting its growth

Episode 9 of The Carbon Curve is with Robert Höglund and Dr. Natalya Jarlebring from Milkywire’s Climate Transformation Fund. Over the last year or so, interest in carbon removal (CDR) has taken off. From the formation of new corporate buying coalitions, like Frontier , to large venture rounds, and ambitious new policies like Direct Air Capture Hubs , CDR is starting to hit an inflection point. All of this early traction is encouraging, but it also necessitates taking a step back, and reflecting...

Aug 31, 202236 min

Shashank Samala, CEO of Heirloom, on the formidable challenge of driving down the cost of carbon removal and the ecosystem levers that can help

Last month, the Department of Energy hosted a virtual summit convening innovators, environmental organizations, government leaders, and other stakeholders about The Carbon Negative Shot . The DOE launched this bold initiative last year to stimulate innovation in carbon removal (CDR) pathways that remove and durably store CO2 from the atmosphere at gigaton scale for less than $100/net metric ton of CO2. I wrote about this target in a recent report I did on barriers to scaling up the carbon remova...

Aug 24, 202240 min

Carbon removal policy wins in the Inflation Reduction Act and beyond

In Episode 7 of The Carbon Curve , Na’im speaks to Dr. Meron Tesfaye and Dr. Danny Broberg from the Bipartisan Policy Center. This week, President Biden signed the Inflation Reduction Act, which has been called the most consequential climate bill in history. Among other things, it makes a $369 billion investment in reducing carbon emissions and lowering energy costs, putting America closer to reaching the climate goals set by the current administration. It also has provisions that affect the car...

Aug 18, 202235 min

Robert Niven, CEO of CarbonCure, on the potential to turn thousands of concrete plants into carbon removal factories

Episode 6 of The Carbon Curve is with Robert Niven, Chair and CEO of CarbonCure Technologies . Carbon removal (or CDR) is often represented as a process that involves pumping captured CO2 back underground where it belongs. But we can actually use CO2 removed from the atmosphere in every day products like plastics, fuels, and building materials. This is a burgeoning industry known as “carbontech” - where innovators are working on carbon neutral, and even carbon negative, products. One application...

Aug 10, 202239 min

Ben Rubin on launching the Carbon Business Council to help the carbon removal industry reach gigaton scale

Episode 5 of The Carbon Curve is with Ben Rubin, Executive Director of the Carbon Business Council. Over the past two years, the carbon removal (CDR) sector has flourished according to a Climate Tech VC report. Carbon removal, carbon utilization and CCS companies, as well as carbon marketplaces raised a combined $1.5 billion in the first half of this year. That's an eightfold increase over the same period last year (with much of that growth happening in the carbon removal space) which led me to ...

Aug 03, 202219 min
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