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Microsoft's pause on CO2 removal programs reveals the extreme vulnerability of markets reliant on a single dominant buyer.

Impact: Companies in carbon credit and sustainability sectors face immediate revenue collapse risks if primary corporate demand withdraws, necessitating urgent business model diversification.

— from Supply Chain Fragility, Energy Policy Misalignment, and Market Shifts · Mikroökonomen a.k.a. Mikrooekonomen· Apr 24, 2026