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Marginal Carbon

First-principles writing on corporate climate action, carbon removal, and climate policy, grounded in real-world constraints. By Robert Höglund.

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Retire the concept of residual emissions

Either you accept carbon removal as a climate solution, or you reject it to avoid lock-in. Either way, residual emissions is not a thing.

The main thing holding carbon removal back

The EU sees CDR as equal to other mitigation solutions, the SBTi does not and needs to justify why.

Corporate net zero is not a target

It is a vision with a target component, and an obligation to make that vision a reality, even when it doesn't show up in GHG accounting.

The fight over what counts toward targets misses a bigger question

First published in Trellis

The Carbon removal sector needs a new story

From speed and scale to prove and learn

Net zero targets are conditional

Introducing a new lens on corporate net zero

Aviation, not shipping, drives EU CO₂ demand under current fuel mandates

Europe will need significant volumes of CO₂ to meet the criteria in predominantly ReFuelEU, and even more to reach net zero across the two sectors

Will the EU & UK ETS decarbonize industry and drive demand for CDR?

Tax payers may need to spend more than we are preparing for.

Carbon removal is mitigation, stop treating it as a last resort

If you restrict removal use for "unavoidable" emissions, you end up using it for nothing. We need to treat CDR as any other mitigation solution, and let markets allocate its use.

Where policy shuts out CDR - and how to change it

Current policy blocks CDR from being part of shipping and aviation in ways that are not widely understood. But there are solutions.