Helge Daebel

It takes 50 years to reabsorb deforestation emmissions! You often hear/read me drone on about the critical importance of avoidance carbon credits, particularly in the context of avoided deforestation. Steve Zwick elegantly summarised why those in the nature based solutions space insist on avoidance credits, citing this 2019 paper from Nature: One hectare of deforestation emits 355 tons of CO2 (all at once). One hectare of reforestation absorbs 6.7 tons of CO2 per year. In other words, it will take 50 years for newly planted trees to reabsorb the carbon released by every hectare deforested today. Reforestation is great, but stopping deforestation and degradation is critical. When you find yourself in a hole and want to get out: first, stop digging. https://lnkd.in/eyjqSEED

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💚 Excited to be featured in Springer Professional discussing how we can tackle the complex challenge of Scope 3 emissions. From leveraging emissions data to pioneering insetting strategies like regenerative agriculture, the article covers key steps for driving sustainability across supply chains 🌍 👉 Check out the full interview (in english) Thanks for the chat, Frank Urbansky! 🙏 #Scope3 #ClimateAction #ImpactInvesting Future Energy Ventures

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We are glad to welcome team number 14 in our Climate Founders portfolio: Hula Earth! 🎉 🌍 💚 The climate crisis and biodiversity loss are described as sibling crisis with strong interdependencies. Therefore we decided to jump into biodiversity topics and start with the foundational layer: proprietary data. As biodiversity is incredible complex, the first steps to take action are about understanding nature by collecting data to an extend never seen before and a proper analysis of this data. This will help to take action, avoiding negative measures in the supply chains for agriculture related companies and to funnel investments in restoration and nature positive measures. Think about food companies, fashion companies, cosmetics companies and many more. They are strongly depended on mother nature's output. More than half of the global GDP depends on nature. $44 trillion economic value. Those companies have a strong motivation to invest in a good relationship and health of their by far most important supplier and they already start to invest. Hula is here to accelerate that. Combined with political actions like the European Nature Restoration Law to restore 20% of degraded land & sea by 2030 and similar laws in UK and other countries we currently create a chance for nature and biodiversity to recover partly. But we probably don't have many chances to do it right, as time and money are limiting factors, therefore a good understanding of what we do and how we funnel money will be crucial to succeed. Hula Earth found a fantastic mix between accuracy with their BioT-Sensors and scalability with satellite data. This combination can be able to create the data foundation we need, as fast as possible in high quality. Thank you Florian Geiser & David Schmider for your trust! Let's change - or better - let's protect the world together! Have a look at Hula Earth website: https://hula.earth/ If you are a climate or biodiversity startup before your first funding round, check out our remote acceleration program and apply until September 27th: https://lnkd.in/diWDSpnw

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A fascinating categorization of #CDR in an article exploring the "#CDR #emissions gap" in the latest edition of Nature Climate Change: > Conventional CDR on land: This includes #afforestation, in which trees are planted when previously there were none, and #reforestation, which means restoring areas where the trees have been cut down or degraded. > Novel CDR: This includes all CDR methods that are not based on #forestry and #landuse change, such as #biochar, #directaircapture (#DAC) and #bioenergy with #carboncapture and storage (BECCS). I understand this grouping, but I would argue that categorizing #CDR by Engineered Solution and #NatureBased solution might be more telling. I suspect it allows a more accurate assessment of scalability and #CarbonInvestmentEfficiency (#CIE). https://lnkd.in/gzTdydN3

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This is a brilliant step by Verra 👏. We at Carbon Growth Partners highly recommend that parties accept the invitation to participate in the consultation process. 💡📝 Providing an optional pathway to transition from 'legacy' carbon accounting methodologies to their CCP descendants will: ✅️ Give project proponents and host communities choice in their approach. ✅️ Help to raise the real and perceived quality bar for carbon projects. ✅️ Maintain investment confidence by mitigating stranded asset risk. It is also important to note that projects that choose not to transition are not necessarily 'bad' or 'worse' than those that do. But they are different. That's especially true for forest conservation under the REDD+ program's VM0048, which is just a completely different way of accounting for forest carbon conservation. Well done to Justin Wheler and Andrew Howard for your process design and Judith Simon, Robin Rix, Toby Janson-Smith, Naomi Swickard and others on the Verra team for your leadership. Link to the process - including the relevant feedback forms - in the Verra link. Have your say! 🗣👇

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Perhaps the world is waking up and realising that no carbon credit is as important and valuable for our planet as a REDD+ credit. The Integrity Council for the Voluntary Carbon Market (ICVCM) has approved three REDD+ methodologies, as high-integrity Now all we need is for bodies like Verra to stop overreacting to negative press (you cannot appease anti-market fundamentalists, or academics funded by oil countries), stop overreaching (stick to the science, no need for arbitrary virtue-signaling changes), and start realising that project developers are their customers, and that customer service (including timeliness) is extremely important. Demand is going to take off in the next years, as thousands of large firms approach the 2030 deadline for their NetZero pledges. (High quality) REDD+ will be key.

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Mitigation Classes are a key unlock for carbon markets. I’m proud of the Absolute Climate team for all their hard work to put together this latest explainer on what Mitigation Classes are, and why they matter. Mitigation Classes directly address one of the toughest challenges in carbon removal - how do we maintain strict standards while still nurturing new, groundbreaking technologies? The Absolute Carbon Standard solves this problem with Mitigation Classes, which are distinct credit labels that provide fit for purpose MRV requirements based on a projects maturity and goals. Th 3 Keys to Mitigation Classes: 🔍 Clarity and Comparability: Two categories - Absolute Class for proven solutions and Innovation Class for early-stage approaches - ensure that buyers know exactly what they’re purchasing and developers have a transparent roadmap for growth. ⚖️ Support for Innovation and Scalability: Innovation Class lets early-stage projects focus on feasibility and development without being held to standards designed for mature pathways. Meanwhile, Absolute Class ensures that established projects meet the highest accountability standards. 💪 Building Trust and Accountability: By maintaining rigorous, science-based benchmarks and providing room for innovation, Mitigation Classes help the carbon removal market build confidence and scale responsibly. Mitigation Classes are a key piece of Absolute Climate’s mission to ensure that credit claims match climate impacts. If you have questions or would like to dive deeper into the Mitigation Classes framework, please reach out. You can read more about Mitigation Classes here: https://shorturl.at/IwJtK

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In case you missed our latest piece on the opportunities & challenges of measuring nature at The Triple Bottom, here's a quick TLDR round-up; 📏 To better manage, protect and regenerate nature and biodiversity, we must first be able to accurately measure them. It is only with the scaled deployment of various measurement technologies (e.g., bioacoustics, eDNA) that we will be able to provide a monetary value to nature-assets and the opportunities/risks they pose. 🌱 Providing a $ value to nature & biodiversity is a lot more complex than we saw in the carbon markets. Startups looking to provide solutions here face a number of headwinds including a slower build up of demand, weaker regulatory pressure and financial restraints. 💰️ Nature & biodiversity data must be made more digestible for businesses. Several start-ups have emerged in the past year looking to aggregate, analyze and draw actionable insights from these datasets. This will help bring the trust and transparency this market needs to draw the vast financial investments required to protect and restore the world’s biodiversity. Find the full article here:

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📢 ICVCM confirms Verra and ART meet its high-integrity benchmark Only yesterday we posted our guide to key carbon action standards, and 'greater integration of the standards' was one of the key trends we flagged to watch out for. Each step like this is key in moving quickly to an integrated and coherent framework. Integration will allow buyers of credits to have confidence they are utilizing credits of the right quality that will serve their climate action objectives and will stand-up to scrutiny. The more we can simplify and clarify the regulation and standards around this industry, the better. There are many examples across other industries where corporates can take positive action and be confident that they are following clear and integrated rules. Continued progress on this track will be key to scaling. Full announcement below. https://lnkd.in/dpbV_PQ3 Check out our 'Climate Action Standards Decoded Guide' here: https://lnkd.in/d6SaD8-W #climateactionstandards #naturalcapital #ICVCM #carbonmarkets

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UpLink - World Economic Forum is launching its first-ever Community Paper, offering insights from impact investors and experts on water’s market potential and the opportunities for investing in water-focused innovators. Here are the top five #water insights highlighted in the paper: 💧 Understand regulations: The water market offers high returns but requires understanding regulatory barriers and market size. 💧 Invest with experts: Start your water investment journey by co-investing with knowledgeable partners in the welcoming water community such as Echo River Capital, which is a featured water-tech impact investor. 💧 Shape the market: Early investors can drive innovation and positive change for people and planet. 💧 Find start-ups with expertise: Assess a start-up's team for their technical understanding of water challenges and opportunities. 💧 Act early: Water's importance is growing. Join the movement now for greater impact and returns. Read about the insights shared in the report, making a case for increased awareness in the water investing space: https://lnkd.in/gbtTK6K9 UpLink is expanding its network of investors and capital providers interested in making an impact in the water sector. Learn about UpLink and HCLTech Aquapreneur Innovation Initiative: https://lnkd.in/gr8BXiUU Also, check out the new partnership between UpLink - World Economic Forum and Imagine H2O. Gaetane Suzenet Jacob Tompkins Tom Ferguson Wayne Byrne Helge Daebel Emerald Technology Ventures HCL Enterprise Imagine H2O Scott Bryan #waterinvesting #SDG6 #waterscarcity

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Biochar – The Series, Part 3: Carbon Credits & Producer Economics Today, in my 4 part biochar series on Climate Drift, I explore the biochar carbon credit market and biochar producers’ business model. (links in comments). For any climate tech solution, especially carbon dioxide removal (CDR), finding a profitable and sustainable business model is critical. Biochar is on solid footing. 📈 Biochar carbon credit transaction volume has increased 65x since 2020. 💪 Biochar accounts for 92% of all delivered carbon credits. 💵 I estimate that biochar producers earn healthy operating margins. 🤓 Please reach out with any comments or feedback.  Always looking to learn! 📆 Tomorrow, we publish Part 4: Recommendations for US Producers. #biochar #climatechange #climatetech #carbonremoval #climateaction #agriculture #climatecareers #climatesolutions

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Question. Who should we meet about climate hardware exits or more specifically M&A . We have IPOs and private secondaries pretty well covered, but happy to learn more. We’re now approaching 10x in climate investments since 2021 compared to cleantech 1.0. We’ve unfortunately repeated some of the mistakes and there are some signs that large bets will fail. But there are also some fast growing, even profitable climatetech startups. The problem is we don’t have many exits to confirm that this time is different. The last required step is to turn paper gains into cash. Unfortunately, as we learned about fundraising, the software playbook isn’t reusable because so many of the companies include hardware. So who has figured this out? Could be founders, investment bankers or folks who’ve led corp dev. Main specific qualification is they’ve worked on deals involving hardware or climate, or both. Please add to the comment s (if you prefer email or DM, that works too).

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I am bullish on biochar, and I am increasingly convinced that the commercial adoption of the physical product will accelerate. Last week Caroline Klatt (COO of Flowcarbon) hosted an informative webinar about "Unlocking the Potential of Biochar" with James Bakos (CEO of Titan Clean Energy Projects), Joseph Kochanski (Head of Operations at Puro.earth), Martin Kessler (CBO at Flowcarbon), and Myles Gray, P.E. (Program Director at US Biochar Initiative). https://lnkd.in/e2jHcMfX My favorite quote from the session was from Myles Gray, P.E. -- "biochar is already standing on its own two feet ... it is the right combination of quality, durability, and price." I think it is often too easy to identify shortfalls, particularly in an emerging technology. I love that Myles pointed out the positive. Unlike other CDR technology, biochar accounts for 90%+ of delivered carbon credits, and there is a growing market for the physical product across multiple markets -- agriculture, cement, steel, water filtration, tires, ink, etc. The biochar carbon credit market is a strong tailwind for further commercial adoption!!

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As we stand on the brink of crossing critical carbon budget thresholds, new estimates are emerging, suggesting we’ve got more time than previously thought to limit global warming to 1.5C. But this timing raises questions. Why now, just as we seem poised to exceed these limits? Should we approach these updates with gratitude for the clarity they offer, or skepticism about the influence they may wield over action (or inaction) on climate commitments? Read the analysis and decide for yourself: https://lnkd.in/g865PsEK #ClimateAction #CarbonBudget #NetZero #ClimateScience #Sustainability #1point5 #gigacorn #gigacornhunter #decarbonization #cop29 #baku

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Who do you know that is starting their journey to understand carbon markets, or better yet taking their first steps to develop a corporate sustainability plan? We're here to help!

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👍 Weekly Positive VCM News: ↳ Verra launches ABACUS quality label for ARR projects, adding a high-integrity layer on top of their existing ARR methodology ↳ Biochar startup Applied Carbon raises $21.5m Series A round ↳ Microsoft to buy 80k removal credits from 3Degrees Group, Inc. IFM project ↳ Carbon removal startup Graphyte raises $30m Series A round ↳ Finally, despite the disappointing lack of clarity in SBTi’s announcements this week, it’s important to remember that the published guidance not only confirmed the role of the VCM for neutralizing residual emissions, but it also left open scenarios for mitigating emissions in the interim! 👉 Sources in the comments #carbonmarkets #BlueLayer #SBTi

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Proven technology and rapid payback makes Qualterra Biomass Processing Units an industry leading solution.

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Really innovative (and much needed) proposal by Tanja Havemann and Adam Wolfensohn to direct catalytic capital to emerging markets, where first time fund managers and founders, very much knowledgeable of their markets’ idiosyncrasies and opportunities, certainly could make use of warehousing vehicles to assist them launch their investment propositions. This would not only accelerate investments in clean technologies and climate assets in those markets, but also revert in the solidification and growth of the asset management sector in emerging economies as well as catalyze larger sums of capital in the regions that need it the most. #climatefinance #blendedfinance #emergingmarkets #climateinvestments

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🔬 Excited to launch 𝐒𝐜𝐢𝐞𝐧𝐭𝐢𝐬𝐭 𝐅𝐨𝐮𝐧𝐝𝐞𝐫𝐬 interviews on Substack! This series will showcase scientists who transition into founders, spotlighting their journey from academic research to launching startups. 🥼The inaugural interview features Stefan Müller, co-founder and CTO of Ferroelectric Memory Company (FMC). This interview is special as Stefan represents my first VC investment. His journey from lab research to securing support from top investors like M Ventures ,imec.xpand, Bosch Ventures, Air Liquide, TEL Venture Capital, and SK hynix is truly inspiring. 𝑲𝒆𝒚 𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔: Persistence Pays Off: Unwavering commitment to research. Strategic Partnerships: Collaborations with industry giants. Industry Impact: Revolutionizing semiconductor memory solutions. Read the full interview and subscribe for more inspiring stories. Let's continue transforming scientific research from university labs into startups. 🚀 💡 Calling All Scientist-Founders: Have you made the leap to entrepreneurship? I’d love to connect and explore your journey! #Scientist #Founder #VentureCapital #PhD #Spinoff #Lab #Startup #Research #Univeristy

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