Would love to hear your thoughts on how confidence interacts with duration (and duration uncertainty), since many of these open system pathways are also on the low end of the duration spectrum.
Are you worried about the incentive alignments issues of suppliers doing their own science to reduce their own uncertainty discounts? I feel like as a buyer I’d always be skeptical of any proprietary science because they have a financial interest in the findings.
If there were a centralized scientific body for governing the CDR marketplace (a pipe dream I know), it seems like it would be super helpful because they could sign off on new findings and allow buyers to have more faith in stated discount rates.
Would love to hear your thoughts on how confidence interacts with duration (and duration uncertainty), since many of these open system pathways are also on the low end of the duration spectrum.
Are you worried about the incentive alignments issues of suppliers doing their own science to reduce their own uncertainty discounts? I feel like as a buyer I’d always be skeptical of any proprietary science because they have a financial interest in the findings.
If there were a centralized scientific body for governing the CDR marketplace (a pipe dream I know), it seems like it would be super helpful because they could sign off on new findings and allow buyers to have more faith in stated discount rates.