The biggest opportunity of our generation is solving climate change
Welcome to Climate Money
If you're here, then you already know that the changing climate is a crisis that's making its mark now. While the bad shit is massive and complex and interesting, we're not here to cover the many aspects of the problem.
Instead, we're here because we believe every big-ass problem begs an equally fat-bottomed solution... in fact, a set of solutions, for which demand will be so great, so inelastic, that we'll be in a long term sellers' market where money-making and planet-saving will happen to describe the same thing.
Global warming is going to get bad. Bad like 10-month droughts and year-round wildfire seasons and coastal flooding and saying goodbye to your favorite butterflies. Bad like 13%+ global GDP contraction.
Are people just going to sit around and shrug in the face of all that Bad? Nope. We comfort-seeking humans won't stand for it, and that demand for solutions is exactly the rocket ship that 21st century Climate Capitalists are going to ride to trillionairedom.
Those swimming pools of money are going to be built from the transition to zero emissions energy, zero emissions + carbon sequestering agriculture, clean cooling systems, the new transportation economy, circular materials wizardry, and carbon removal since CO2 sticks around for a hundred years or more so we're dealing with all the residual shit from the past 170 years (we knew those railroad tycoons were going to leave us holding the bag <shakes fist>).
On that last note — some researchers estimate that the carbon removal industry alone will be as big as today's oil and gas industry by 2050. That's 3.3 trillion dollars of revenue — cash-money-REVENUE not "valuation"— in just 30 years. We'll take some of that. Love stealing us some Exxon market share any day, any way.
If any of this sounds intriguing, and you're down to learn more about the game, its players, and how you might make a difference and make a buck (or a trillion), then join us on this newsletter journey.
We're either going to cook ourselves, or someone's going to make a whole lot of $$$... so, spread the word!