• 6 min read
• Published on 25 July 2025
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View the full Basket:Carbon-Negative Supply-Chain Enablers
Let’s be honest, most of us are a bit tired of the climate conversation. It’s a relentless drumbeat of guilt, grand pronouncements, and targets that seem to drift further away with each passing year. But I think we’re finally getting to the interesting part, the bit where pragmatism and cold, hard cash take over from wishful thinking. The uncomfortable truth is that simply cutting our emissions, even if we managed it tomorrow, isn't enough. The carbon is already in the air, and it needs to come out.
This isn't about feeling good. It's about facing a colossal engineering and infrastructure challenge, and whenever that happens, an economic opportunity tends to follow.
View the full Basket:Carbon-Negative Supply-Chain Enablers
For years, the solution was "carbon offsetting". A rather vague concept where a company pays someone else, somewhere else, to not do something they might have done. It always felt a bit flimsy to me, like paying your neighbour not to have a bonfire. The new game is entirely different. We’re talking about carbon removal, the business of physically pulling CO₂ out of the atmosphere and locking it away permanently.
The science is quite clear on this. The Intergovernmental Panel on Climate Change, not exactly a group known for hyperbole, suggests we need to remove a staggering 10 billion tons of carbon every year by 2050. This has created a two-tier market. On one hand, you have those cheap, flimsy offset credits. On the other, you have premium removal credits, which can fetch over $100 per ton because they represent a genuine, measurable result. This price difference is where the investment case begins to take shape.
View the full Basket:Carbon-Negative Supply-Chain Enablers
Governments, for once, seem to be putting their money where their mouth is. The United States, for example, is now offering tax credits of up to $180 for every ton of carbon captured directly from the air. Suddenly, projects that were scientifically fascinating but economically fanciful are starting to look commercially viable. This isn't a subsidy, it's a powerful incentive to build an entire new industry from the ground up.
Corporate giants are also piling in. Microsoft wants to be carbon negative by 2030. Stripe is throwing nearly a billion dollars at purchasing carbon removal. They aren’t doing this out of the goodness of their hearts. They see the writing on the wall. Future regulations, like the EU’s carbon border tax, will make carbon a costly liability. Companies that can manage it, or help others manage it, could be in a very strong position.
View the full Basket:Carbon-Negative Supply-Chain Enablers
So how does it work? The most direct method is called, funnily enough, direct air capture. Think of giant facilities that act like industrial-scale air purifiers, using chemical processes to trap CO₂. Other approaches involve carbon mineralization, which essentially speeds up a natural process to turn CO₂ into stable rock.
It’s a complex field with a lot of different players, from firms developing cleaner combustion technologies to those creating new uses for captured carbon. This isn't about finding one magic bullet. It’s an entire ecosystem of technologies that will need to work together. For an investor, picking a single winner in a field this new is a tall order. It’s why a broader approach, looking at a collection of companies like those in the Carbon-Negative Supply-Chain Enablers basket, might make more sense. You get exposure to the theme without betting the farm on one specific piece of tech.
Of course, this is no sure thing. These are emerging technologies, and there will be failures. Scaling up from a lab to an industrial plant is a huge challenge, and the political winds that fill these sails today could easily change direction. Investing here requires a stomach for risk and a long-term view. But to me, it feels a bit like looking at renewable energy fifteen years ago. It was messy, uncertain, and full of risk, but the underlying need was undeniable. The companies building this essential climate infrastructure today could be the titans of tomorrow.
View the full Basket:Carbon-Negative Supply-Chain Enablers
View the full Basket:Carbon-Negative Supply-Chain Enablers
View the full Basket:Carbon-Negative Supply-Chain Enablers
View the full Basket:Carbon-Negative Supply-Chain Enablers
View the full Basket:Carbon-Negative Supply-Chain Enablers
View the full Basket:Carbon-Negative Supply-Chain Enablers
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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