HeyJaredCoral Carbon
Coral Carbon is the story of two tech executives raising the world's first industrial decarbonization venture fund.
- Indexed issues, last 90 days
- 11
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- Sep 22, 2026
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- Jul 7, 2026
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Supply, Chained (opens the original)
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The problem with getting into trade wars with your closest allies, aside from the fact that it makes you an unreliable asshat, is that sometimes the relationships were based on more than good vibes. Take potash; This substance, which is potassium chloride with a few other salts mixed in, is also the “P” in ubiquitous NPK fertilizer, and thereby the backbone of the entire commercial agriculture industry. The US uses about 5.5m metric tons of potash per year, most of it imported from Canada. It’s
1.5 Degrees (opens the original)
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1.5 DegreesThe most significant news in the climate world from the past couple of weeks is the UN report that the world has lost its chance to avoid 1.5 degrees of global warming, and that we are now in overshoot scenarios. Most reactions we’ve seen online and in the media use a similar framing to this from PBS<sp
How we’d invest #3; Hershey (opens the original)
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We pity anyone trying to build a long-term business strategy for BigCos at the moment, given the… all of it. Apparently there’s a trade war with Canada now? That sound you hear is a bunch of low-level political staffers frantically googling “how to make potash” at 2:00 AM. We digress. These articles, in the every-sometimes “how we’d invest” series, are some of our favorites to write. We pick a BigCo via a random number generator, then run through their medium-term outlook, climate risk, and how
Revisiting Vertical Farming (opens the original)
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Vertical farming is one of our recurring hobbyhorses at Coral, and for good reason. The food supply chain is increasingly delicate, hammered by a combination of global drought, surging fuel prices brought on by tariffs, stupid wars, and a horrific wildfire season. It is unlikely to improve soon; The USDA reports that the number of farms in the United States is declining year over year, and economists at the American Farm Bureau model that row crop producers will face a 4th straight year of losse
Hoover Dam (opens the original)
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Before we get to today’s primary topic, a few words of followup from last week’s post. Over the past few days, it became our most viewed article ever and, honestly…. We’re not thrilled about it. Lives are continuing to be upended because of wildfires, and it doesn’t look like the world is going to get a reprieve anytime soon. Let’s recall that, historically, wildfire season in the Western US didn’t even start until around August 15th. There’s a long way to go.Since we published, ar
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