← Topics

Carbon / Climate Data

sector
Listen to the episode covering this topic: Sector Roundup →

What it is

This topic bundles two related but distinct problems: measuring carbon (the data side of decarbonization) and removing carbon (engineered and nature-based methods that actively pull CO2 out of the atmosphere, rather than just avoiding new emissions). Engineered carbon removal is folded in here rather than given its own topic, since it’s closely tied to the measurement and verification infrastructure this topic already covers.

Measurement

Emissions factors — standardized multipliers that convert activity data (dollars spent on a flight, kWh of electricity used, tons of steel purchased) into estimated CO2e — are the backbone of the carbon accounting software described in the Climate SaaS topic. Increasingly, this measurement layer also includes satellite-based monitoring, which can detect methane leaks and other emissions directly from space rather than relying on self-reported activity data, a fast-growing, more verifiable alternative to estimate-based accounting.

Removal: two families

Removal vs. avoidance

This is a common source of confusion, and controversy, in this space. An avoidance credit prevents emissions that would otherwise have happened (paying to keep a forest from being logged); a removal credit represents CO2 actively taken out of the atmosphere. Removal is generally considered higher-quality and more defensible, but today it’s far more expensive per ton than avoidance.

Additionality and permanence

Two concepts determine how trustworthy a given credit or claim actually is:

A quick gut-check for both: additionality asks “would this have happened anyway, credit or no credit?” Permanence asks “if it did happen, how long does it actually stay out of the atmosphere?” A cheap credit that fails either test isn’t worth much, no matter how good the marketing looks.

MRV, again

MRV (Measurement, Reporting, and Verification), introduced in the Climate Policy & Economics topic, matters even more here, since carbon removal claims are inherently harder to independently verify than a company’s own reported emissions.

Why it matters

This is the hub’s most technical, fastest-evolving subsector, and companies here fall into two very different camps: software/data companies (emissions measurement, MRV platforms, satellite monitoring) that look a lot like the rest of Climate SaaS, and genuinely industrial “hard tech” companies (DAC, BECCS) building physical infrastructure rather than software. Knowing which camp a given company is in, and where it sits on the avoidance/removal and additionality/permanence axes, is essential for evaluating whether its climate claims hold up.

Resources