Carbon Removal as an investment opportunity
Carbon Removal as an investment opportunity
Green River Investment Management and Down to Earth are partnering to capitalize on the rising demand for carbon removal credits.
We aim to acquire significant volumes of high-quality credits while the market is still in its early stages. Early investors have a unique opportunity to position themselves as climate leaders and benefit from a rapidly growing industry.
By 2050, the market is projected to grow from $20 billion to $80 billion (McKinsey, 2023), with BloombergNEF forecasting carbon prices to rise to $290 per ton by 2034, up from $131 today.
The Voluntary Carbon Market (VCM) has grown rapidly, offering climate-friendly credits to businesses looking to offset emissions. However, major players have faced criticism for selling low-quality credits, leading to accusations of greenwashing.
Now, a shift toward measurable and durable carbon removal solutions is underway. With the IPCC and EU highlighting the need for these technologies, the demand for high-quality carbon removal credits is rising.
The IPCC is clear: achieving climate goals requires both significant emission reductions and scaling high-quality carbon removal solutions to handle residual emissions.
By 2050, over 10 Gt of CO2 removal per year will be needed.
Boston Consulting Group estimates carbon credit demand by 2030 at 40-200 million tonnes, while supply may reach just over 30 million. Morgan Stanley predicts the market will grow from $2 billion in 2022 to $100 billion by 2030, with a rebound expected after 2025.
The carbon removal industry is in its early stages and now is the time for early movers to step in. Demand is projected to outpace supply by up to 7x in just a few years, making carbon removal credits a rare opportunity to do good while securing a profitable investment.
The Carbon Removal Fund aims to acquire large volumes of credits from top carbon removal companies, helping them scale production. By locking in credits at today’s lower prices, we’re positioning ourselves for the expected surge in demand.
Our strategy is to monitor market trends and sell high-quality credits to companies via long-term agreements or through marketplaces when the timing is optimal.
Investing in carbon removal credits today offers a unique chance to generate strong financial returns while supporting a vital net-zero industry.
We source carbon removal solutions that align with upcoming international regulations, ensuring they remain attractive and valuable to future stakeholders.
Your investment leads to net new carbon removal, rather than claiming credit for removal that would have happened anyway
Stores Carbon within climate-relevant timescales (>centuries to millennia)
The solution must be certified by the best available standards with LCAs ensuring Net Removals and irreversal storage with conservative estimates
Digital Measurement Reporting and Verification (dMRV) should be comprehensive, documenting from the cradle to the grave. All data is available and everything is verifiable and auditable by an independent third-party
The carbon removal projects should not have unintended negative effects but rather contribute to positive environmental and social impacts
The carbon removal market is still developing and highly complex, making it crucial to have expert knowledge. Investing now requires a deep understanding of which credits meet the highest quality standards and align with future international policy frameworks.
Green River Investment Management is driven by a team of dedicated professionals committed to tackling the world's biggest challenges while delivering compelling financial returns. Regulated by the FSA of Norway, we expertly manage capital for corporates, institutional investors, and family offices.
Down to Earth is a seasoned carbon removal broker with a global network of producers and project developers. As a certified partner with both CSI and Puro, Down to Earth has been a pioneering presence in the carbon removal space since its early days, consistently delivering exceptional quality and value to our clients.
Universitetsgata 12, 0164 Oslo, Norway