Net Zero
Macro
Markets
Microsoft’s Carbon Removal Pause Exposes $80B Market Built on Single Buyer
The tech giant's decision to halt purchases threatens 200+ startups and reveals structural fragility in corporate climate finance dependent on artificial demand.
Geopolitics
Markets
Wall Street’s Climate Retreat: US Asset Managers Abandon Net Zero Alliance as Europe Doubles Down
The relaunched Net Zero Asset Managers initiative attracted 250 signatories but only 12 from the US, creating a $27 trillion divide in climate finance as BlackRock, Vanguard, and Fidelity decline to rejoin.