Category: Primitive, Wild, Survival
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Why I Think Calyx Global Is the Most Impactful Company in Carbon Credits
A supplemental piece in the Repricing Carbon series. Start with the crash course here. Most of this series has been about a…
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Repricing Carbon, Part 5: The Reform Loop
Ratings push developers. Developers improve. Buyers gain confidence. The voluntary carbon market is becoming legitimate climate infrastructure, and the rating firms are…
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Repricing Carbon, Part 4: How a Carbon Buyer Thinks in 2026
The carbon market used to sell credits. It now sells defensibility. Inside the procurement workflow that has replaced the broker call.
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Repricing Carbon, Part 3: Ratings Aren’t New. Carbon Ratings Are.
Every capital market eventually separates issuance from rating. The carbon market is at that point now, and the architecture of the rating…
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Repricing Carbon, Part 2: Inside a Carbon Credit — What “High Quality” Actually Means
Five questions decide whether a carbon credit is what it claims to be. Most credits in circulation fail at least one.
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Repricing Carbon, Part 1: The Year Carbon Credits Stopped Being Free
In January 2023, the voluntary carbon market lost its working assumption. Here is what actually broke, and what came next.