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Carbon Management
I think we have an incredibly long way to go with developing a full carbon management industry. The size of the market in 2050 needs to be in the sort of giga tons scale, which is billions of tons. If you figure it's a $100 a ton, roughly speaking, that's hundreds of billions of dollars could be as much as a trillion dollars. What makes me optimistic? I don't think we're anywhere near this being a foregone conclusion"