Collapse CapitalLP
Collapse Capital Research · Earth-system tipping elementsEst. thresholds · °C above pre-industrial

The climate tipping points — and the tech that can help.

Where Earth's climate system breaks, mapped against the technologies working on each threshold. Research and opinion — not investment advice.

Fig. 1 — Global distribution
● size = national CO₂ emissions · 2023, Global Carbon Project (approx.)
drag to rotate · switch views, top-right · click a marker
1.3°Cabove
pre-industrial
Global warming level — move to explore
+1.1°+1.5°+2.0°+2.5°+3.0°
0
stable
0
approaching
0
in danger
How to read the colours
Stable — warming is still below this element's estimated threshold range.
Approaching — warming has entered the range where it may tip.
In danger — warming is past the best-estimate threshold.
On the chart, the bar is the estimated range (real scientific uncertainty), the is the best estimate, and the dashed line is your dial.
At this warming level

Leverage layer
Show where solutions can intervene
The Thresholds

Every tipping point, ranked by how soon

Read each bar as a range of possible tipping temperatures — the wider the bar, the less certain the science. Vertical guides mark the Paris targets and where current policies are heading. Click any element for its full record.

A note on scaleThe last time CO₂ sat near today's level (~420 ppm) was the mid-Pliocene, roughly 3 million years ago, when seas stood some 10–20 m higher. We are steering the planet toward a climate it last knew before modern humans existed.

The Misallocation

The crowded trade and the empty one

Two molecules, two markets. The thresholds above are crossed by peak warming in the next two decades — a window methane action moves, and direct air capture, on its own roadmaps, does not.

The crowded trade

Direct Air Capture

Machines scrubbing CO₂ from ambient air.

$5B+committed — a ~$3.5B DOE hubs program plus ~$2.3B in tracked private investment (2021–H1 2025)
1,186 tactually delivered by DAC suppliers since 2023 — roughly one second of global CO₂ emissions
$600–1,000per tonne today, against a ~$100 target; 27 plants capture ~0.01 Mt/yr
2050+when gigatonne-scale DAC matters in the pathways that need it
A mid-century tool on a this-decade budget
The empty trade

Methane Capture & Cuts

Destroying CH₄ at barns, mines, wells and waste sites.

~0.5°Cof current warming is methane's — nearly 30% of the rise since the industrial era
84×CO₂'s warming potency over 20 years — cuts show up in peak temperature within decades, not centuries
≈$100Macross the entire field — Windfall Bio ~$37M, Rumin8 ~$31M, Ambient Carbon on grants, Spark Climate's ~$8M program
Nowwhen methane cuts bend the curve — inside the window the thresholds above are crossed
The fastest lever we have, funded like a side project

"Long the machine that photographs well; short the molecule doing half a degree of the warming." — the prospectus upstairs, presumably

The honest boundary: most 1.5–2°C pathways still need durable CO₂ removal after mid-century — this is an argument about sequencing, not existence. And the deployable methane plays today are point-source capture and enteric cuts; open-atmosphere methane removal remains TRL 1–3 research. Sources: CDR.fyi DAC Market Snapshot 2025; US DOE; IEA Global Methane Tracker; IPCC AR6; Global Carbon Project (emissions-per-second arithmetic).

The Funding Gaps

Where independent assessments flag the biggest gaps

Three things describe a technology's position here: a technology’s potential climate impact (vertical), the funding it already attracts (horizontal), and how ready to deploy it is (marker size — bigger is more mature). The shaded upper-left is the sweet spot: high potential, low funding. Large markers there are the clearest cases of impact outrunning capital. Red marks technologies that per-technology assessments (cited on each card) flag as neglected relative to their potential. Potential impact is a directional assessment synthesized from the sourced figures (Gt CO₂/yr where it exists), not a precise number. Click any marker or card for the full record.

High potential & underfunded Other emerging technology marker size = readiness (TRL) DAC shown as the well-funded contrast

The Leverage

Where we can still steer

No technology refreezes an ice sheet or restarts an ocean current. Leverage means lowering how far past each threshold we travel — by cutting the warming and turning waste carbon into value.

System levers · broadest leverage

Reduce the warming

Microbial electrochemical systems

Where MES plugs in

An honest boundary — the lowest-impact item on this page

Of every technology charted in the section above, MES scores the most modest potential climate impact. It is an early-stage contributor to the emissions & industrial-carbon lever — not a planetary thermostat. Its real role: treating waste streams while generating energy, converting CO₂ into usable chemicals, and recovering metals and nutrients. It shrinks footprints and closes loops; it does not touch ice sheets or ocean currents directly, and it will not move the thresholds charted above on its own.

A modest-impact technology can still belong in a portfolio. MES already works at pilot-to-industrial scale (TRL 7) on problems — waste treatment, metal recovery — worth solving regardless of whether the field ever reaches gigatonne scale. That is a smaller, more defensible claim than the "underfunded, high-leverage" case made for the technologies above, and it's the one MES can actually support.

The Takeaway

What to do with this

Warming is still the master lever — every threshold on this page moves with it, and nothing below changes that. But within the technologies people are already funding, impact and capital aren't currently aligned: atmospheric methane removal, direct ocean capture, and blue carbon restoration sit in the underfunded sweet spot, while direct air capture absorbs a disproportionate share of climate money for a comparable slice of potential impact. If you take one thing from this page, take this: look at where the gap between impact and funding is widest, and treat that gap — not the loudest technology — as the signal.

This is one team's synthesis of public, cited data — not a recommendation. Read the sources, check the ones flagged for verification below, and form your own view of where the money should actually go.