HeyJaredCritically Speaking
Welcome to Critically Speaking. The Supercritical newsletter bringing you sharp analysis, market intelligence, and practical strategy to keep you ahead of the carbon crunch. No fluff. No filler. Just what you need to know to lead on carbon.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Aug 11, 2026
Latest issues
What I ask a biochar project before we sign an exclusive deal (opens the original)
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This month’s edition is from Steve Morrin, our Supply Senior Manager. Steve works with the biochar projects we consider for exclusive supply, including early-stage ones in our Supply Development Program.Our 2026 biochar market report is out. 81% of high-quality 2026 supply was committed by July, three months earlier than last year. If you're still buying for 2026, it shows what's left and where to find it.Read the 2026 market reportAn exclusive deal is a long commitment. When we
Why carbon removal buying peaks in Q4 (opens the original)
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This month, we unpack how seasonality impacts pricing, availability, and the quality of what’s left at the end of the year.Last July, a buyer purchased biochar credits from us at $155 a tonne. In November, the same credits from the same project sold at $185.This seasoned buyer paid the premium because they knew exactly what was happening. They had bought in Q4 before and understood the seasonality of carbon removal procurement.Each year follows the same general pattern: Big buyers lock in offtak
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