Why I love Poppy Russell of Counteract VC's CDR analysis

<p>There are some people whom you know you just have to read whatever they write next. For me, one of those people is Poppy Russell.<br>Poppy is the Research Manager at Counteract VC, a venture capital firm devoted to funding carbon dioxide removal companies. Poppy's research of course helps Counteract diligence potential deals, and sometimes she publishes key insights, models, and other things that make me think.<br>Listen in as Poppy and I discuss the state of carbon removal, what she's bullish and bearish on, whether toxicity could be the next big thing in climate, and which corners she is peaking around next.</p><p><strong>This Episode's Sponsor</strong></p><p><strong></strong><a href="https://www.ecoengineers.us" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>EcoEngineers: a full-service advisory and consulting firm focused on carbon dioxide removal, decarbonization, and carbon markets</strong>⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="https://www.rosskenyon.com/p/how-to-hire-fire-and-get-max-value" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠Listen to the RCC episode I made with David LaGreca from EcoEngineers about how to choose, hire, and fire carbon market contractors.⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong></strong><a href="https://www.ecoengineers.us/ecoforums/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠<strong>2026 EcoForums Training Series: </strong><em><strong>Navigating Global Carbon and Fuel Regulations, Market Mechanisms, and Life-Cycle Analysis Fundamentals</strong></em>⁠⁠⁠⁠⁠</a><strong></strong></p><p><strong>Resources</strong></p><p><a href="https://climateworkersanonymous.substack.com" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>⁠Check out my new show, </strong><em><strong>Climate Workers Anonymous</strong></em>⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="https://creators.spotify.com/pod/show/reversingclimatechange/subscribe" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠<strong>Become a paid subscriber of </strong><em><strong>Reversing Climate Change </strong></em><strong>(and get rid of the ads on Spotify)</strong>⁠⁠</a><a href="https://creators.spotify.com/pod/show/reversingclimatechange/subscribe" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong></strong><a href="https://www.rosskenyon.com" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>⁠Subscribe to the </strong><em