Demand for Carbon Removal Credits Soars for Microsoft and Google Drive Amid Growing AI Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Should l Buy JPM?
Source: TipRanks
Rising Demand for Carbon Removal Credits: Large firms, including Microsoft and Alphabet, are increasingly purchasing high-quality carbon removal credits to mitigate the environmental impact of AI data hubs, leading to a tight supply and rising prices.
Significant Investment in Carbon Capture: Since 2019, major companies have invested over $10 billion in carbon capture projects, with prices for these credits now nearly four times higher than those linked to forest plans.
Supply Challenges and Market Adaptation: The limited availability of carbon removal credits, particularly biochar, has led firms to consider creating their own credits and establishing long-term deals to secure supply and funding for new projects.
Future Outlook for Carbon Credit Market: The ongoing demand, driven by the expansion of AI and reliance on fossil fuels, is expected to attract more investment and encourage the development of additional carbon removal sites to bridge the supply-demand gap.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 310.820
Low
260.00
Averages
341.38
High
400.00
Current: 310.820
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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