Reversing Climate Change

Right now, the world's climate policy architecture is under siege. The US has withdrawn from the Paris Agreement and UN Framework Convention on Climate Change (UNFCCC). Right-wing populism is rising across Europe. And Europe itself is torn between defending against geopolitical threats and sustaining the climate policies it has spent years building.
What happens to carbon removal in this environment? And what happens to CORSIA—The Carbon Offsetting and Reduction Scheme for International Aviation from within the International Civil Aviation Organization (ICAO)—when a key moment of judgment arrives this June?
Lev Gantly is a partner at Philip Lee LLP, a law firm specializing in carbon markets and climate law, and one of Reversing Climate Change's sponsors. He advises a broad range of clients on emissions reduction and carbon dioxide removal projects, both through natural solutions like biochar and engineered technologies.
His deep understanding of international carbon markets, Article 6 of the Paris Agreement, and the evolving regulatory landscape makes him a critical voice on where climate policy is actually heading—and where it can actually survive political pressure.
Listen in to hear more about how CORSIA works and why it matters (or doesn't matter so much?) for carbon removal. You'll also learn about the specific moment this June when the EU must decide whether to keep the scheme or revert to its original plan to impose its own emissions trading system on international aviation.
Plus, where Lev is actually seeing durable policy support for carbon removal right now—and what it takes to make climate policy sticky enough to outlast a change in government.
This Episode's Sponsors
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Philip Lee LLP: legal resources for carbon removal buyers and suppliers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode with Ryan Covington from Philip Lee LLP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠Rainbow: a developer-centric carbon removal registry ⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠"Why carbon markets need field engineers, not just scientists" on Rainbow⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠"What scientists actually do in carbon removal" on rosskenyon.com⁠⁠⁠⁠⁠⁠⁠
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Reversing Climate Change Substack⁠⁠⁠⁠
Lev Gantly
Philip Lee LLP
Linear reduction factor
European Union Emissions Trading System
ICAO
CORSIA
NDCs
"How Carbon Removal Loses: The End of "Pre-Compliance""

The foundational assumption of carbon removal has been the "pre-compliance" story—that the voluntary carbon market and early corporate offtakes are necessary but not sufficient, and that we're all waiting for compliance to automate demand. That story depends on Japan, Canada, the EU, and the UK carrying the torch while the US sits on the sidelines heckling.
In this monologue episode, I walk through why I no longer think that story holds. Right-wing populism is surging across every country the pre-compliance story depends on. Energy prices are climbing. Growth is stalling. And voters facing rising costs and security threats don't prioritize abstract, probabilistic, future-oriented problems no matter how catastrophic those problems actually are.
This isn't a doom episode. It's a planning episode. If you work on anything strategic in carbon removal or climate tech, you need a clear-eyed view of what the world is actually doing—and a plan for what your company looks like if the world doesn't regress to the mean.

"If you want to make an omelette, you've got to break a few eggs."
- Joseph Stalin
"Where's the omelette?"
- George Orwell
This Episode's Sponsors
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Philip Lee LLP: legal resources for carbon removal buyers and suppliers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode with Ryan Covington from Philip Lee LLP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠Rainbow: a developer-centric carbon removal registry ⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠"Why carbon markets need field engineers, not just scientists" on Rainbow⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠"What scientists actually do in carbon removal" on rosskenyon.com⁠⁠⁠⁠⁠⁠
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Reversing Climate Change Substack⁠⁠⁠⁠
338: Carbon Security and the Geopolitics of Carbon Removal—w/ Sarah Godek
364: Lowering the Onion into Hell: Strategic Realism vs. Christian Pacifism
Sanae Takaichi
Pierre Poilievre
Mark Carney
Albertan secessionism
National Rally
Gilets Jaunes (yellow jackets)
Friedrich Merz
Willam F. Buckley Jr.
Alternative for Germany (Alternative für Deutschland) party
Nigel Farage
Reform UK

Is all of carbon removal really just about alkalinity? There's a case to be made for quite a lot of it. Weathering, ocean alkalinity enhancement, even parts of direct air capture—they all come back to manipulating pH and moving basic materials to where they can cancel out excess acid in the atmosphere and ocean.
Omar Sadoon is the Director of Strategic Partnerships at Planetary Technologies, an ocean alkalinity enhancement company working to remove carbon by adding carefully-sourced alkaline materials to the ocean.
Listen in to hear about the enormous logistical and scientific puzzle of finding the right alkalinity sources, getting them to the right ocean sites without breaking the LCA, and the lessons learned from Planetary's Cornwall and Tufts Cove projects. It's a show about community engagement, the surprising value of relationships in carbon removal sales, humor, and how Omar's background as a mental health nurse shaped his approach to partnership building.
This Episode's Sponsors
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Philip Lee LLP: legal resources for carbon removal buyers and suppliers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode with Ryan Covington from Philip Lee LLP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠Rainbow: a developer-centric carbon removal registry ⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠"Why carbon markets need field engineers, not just scientists" on Rainbow⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠"What scientists actually do in carbon removal" on rosskenyon.com⁠⁠⁠⁠⁠
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Reversing Climate Change Substack⁠⁠⁠⁠
Planetary Technologies
"Planetary Technologies Cancels Its mCDR Project In Cornwall" in Carbon Herald
Guano and imperialism

Sometimes when people think they are coming at an issue from first principles, they're already pretty far downstream. What if rethinking an issue means really blowing past the current framework entirely and figuring out how to get the result in an entirely new way?
Emma Fuller is the Cofounder of Fractal Agriculture, a firm which takes minority equity stakes in farmland to help farmers switch to more regenerative practices.
Listen in to hear more about how to do business in an extremely creative way that blends customer insights and clever design to reduce friction, correct misaligned incentives, and the bypass the pathologies of the old way of doing things.
This Episode's Sponsors
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Philip Lee LLP: legal resources for carbon removal buyers and suppliers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode with Ryan Covington from Philip Lee LLP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠Rainbow: a developer-centric carbon removal registry ⁠⁠⁠⁠
⁠⁠⁠⁠"Why carbon markets need field engineers, not just scientists" on Rainbow⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠"What scientists actually do in carbon removal" on rosskenyon.com⁠⁠⁠⁠
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Reversing Climate Change Substack⁠⁠⁠⁠
Fractal Agriculture
Fractal Ag on LinkedIn

Carbon removal used to have technology developers who were also project developers. But oh, the times they are a-changin'...
What happens when grizzled CDR veterans pluck technology off the shelf and focus on developing projects that produce highly insurable, investable, and offtakeable carbon removal credits?
You get something like Residual Carbon.
Ted Christie-Miller is the cofounder of Residual and is on the show to discuss the lessons he learned from one year as the carbon partner of numerous projects he has under development, as well as his process of raising funds from family offices.
This Episode's Sponsors
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Philip Lee LLP: legal resources for carbon removal buyers and suppliers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode with Ryan Covington from Philip Lee LLP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠Rainbow: a developer-centric carbon removal registry ⁠⁠⁠
⁠⁠⁠"Why carbon markets need field engineers, not just scientists" on Rainbow⁠⁠⁠⁠
⁠⁠⁠⁠"What scientists actually do in carbon removal" on rosskenyon.com⁠⁠⁠
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a paid subscriber of Reversing Climate Change⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Reversing Climate Change Substack⁠⁠⁠⁠
Residual Carbon
Peep Show