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14 handpicked stocks

Carbon-Negative Supply-Chain Enablers

This carefully selected group of stocks represents companies building our carbon-negative future. Professional analysts have identified these firms as leaders in technologies that permanently remove CO₂ from the atmosphere, positioning them to benefit from the growing demand for verifiable carbon removal solutions.

Author avatar

Han Tan | Market Analyst

Published on June 17

About This Group of Stocks

1

Our Expert Thinking

This portfolio targets the rising economic value of carbon dioxide removal. As companies worldwide pursue ambitious climate goals, these technologies are becoming essential infrastructure for achieving net-zero targets. The portfolio focuses on firms commercializing permanent carbon capture solutions like direct-air-capture and mineralization.

2

What You Need to Know

These companies represent high-growth opportunities in the emerging carbon removal market. The sector is gaining momentum from corporate climate pledges, evolving regulations, and rising carbon prices. Consider this a satellite position in a diversified portfolio, as these cutting-edge technologies come with both innovation potential and implementation risks.

3

Why These Stocks

Each company was selected for its core focus on developing and deploying carbon removal technologies. The curation prioritizes pure-play developers and project operators whose business models center on scalable, permanent carbon sequestration. New government incentives and market demand are making the economics increasingly attractive.

Why You'll Want to Watch These Stocks

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Climate Regulation Tailwinds

As governments worldwide strengthen climate policies, companies with proven carbon removal technologies are positioned to benefit from new incentives and mandates that reward permanent CO2 sequestration.

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Carbon Credit Gold Rush

The voluntary carbon market is expected to grow 15x by 2030, with high-quality removal credits commanding premium prices. These companies are at the forefront of supplying this increasingly valuable commodity.

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Early-Mover Advantage

These pioneers are scaling technologies that could become essential infrastructure for the net-zero economy. Getting in now means potential exposure to the birth of a trillion-dollar industry.

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