Post by ZeroEx

Over the past few weeks, we’ve had the opportunity to spend time at both SF Climate Week and Climate Week Zurich, listening, learning, and reflecting on how rapidly the carbon removal market is evolving. These events provided a valuable chance not only to engage with the broader industry, but also to step back and assess where the market is today, where it’s heading, and how our own strategy continues to develop alongside it. Our CCO, Jamie Hunt, attended both events and shared some key reflections and insights from the conversations, themes, and signals emerging across the sector. ”Just landed back from Zurich after a packed few weeks of meetings and conversations across the CDR space, and one thing feels increasingly clear: The market is becoming far more focused on delivery certainty, operational credibility, and measurable progress, rather than just ambitious scale narratives. The strongest discussions weren’t about who could tell the biggest future story. They were about who can actually deliver durable tonnes, with credible MRV, realistic timelines, and low execution risk. What also stood out is how sophisticated buyers and intermediaries have become. Topics like delivery timing, feedstock security, operational dependency, financing pathways, and measurement robustness are now central commercial considerations, not secondary diligence items. It gave me a lot of confidence in what we’ve been building at ZeroEx. We’ve deliberately spent significant time and resources deploying projects and measurement infrastructure early, because we believed real-world operational data would matter long term. That means when we discuss pricing, volumes, timelines, and scale-up pathways with customers, those conversations are grounded in measured data and operational experience, not theoretical assumptions. Increasingly, that combination of industrial infrastructure, scientific credibility, and high-density field data is what the market is looking for.”