1PointFive

Does the core business genuinely avoid or reduce emissions, or build climate resilience? Share of revenue that is actually 'green'. Fossil-dependent models score low.

STRATOS represents a genuine, physically verified atmospheric CO₂ removal project — the world's largest DAC facility at 500,000 t/yr design capacity — but it burns natural gas as process heat, STRATOS was still commissioning as of mid-2026 after missing multiple deadlines, actual net removal volumes are unverified at commercial scale, and any CO₂ used for enhanced oil recovery directly offsets removal claims; the parent company's simultaneous expansion of oil and gas production (targeting up to 1.3M boe/day) dwarfs the subsidiary's removal ambitions.

Credible, science-based targets (SBTi), a real net-zero plan with progress to date, and CDP disclosure — not just a dated press release.

Occidental has set Scope 1 and 2 net-zero targets for before 2040 and a CDP disclosure, but these are NOT SBTi-validated, explicitly exclude Scope 3, rely heavily on future DAC deployment to offset continued fossil fuel production rather than reducing it, and Carbon Market Watch's 2024 analysis found the strategy 'vague and not aligned with IPCC recommendations'; no independent science-based validation of the net-zero pathway exists.

Operational footprint, labour and social practices, and governance quality across the company's own operations and supply chain.

1PointFive has incorporated a community benefits plan and solar power partnership (145 MW Origis Energy array) for STRATOS, but the facility uses natural gas as primary process heat, is located in the Permian Basin within one of the largest oil-producing regions in the US, and As You Sow filed a shareholder resolution in 2024 demanding disclosure of carbon offset accounting, citing risks of misleading climate claims; governance flows through Occidental, which has faced repeated investor pressure over inadequate climate targets.

Quality of disclosure, independent third-party verification, and how much hard data backs the company's claims.

1PointFive publishes lifecycle assessment data and accepts third-party audits per industry sources, the EPA Class VI permit process imposed rigorous technical review, and CDR credit agreements (Microsoft, Amazon) contractually specify saline sequestration rather than EOR; however, actual commercial-scale removal volumes have not yet been independently verified since the facility had not reached full operations as of mid-2026, Occidental declined to respond to Carbon Market Watch's information requests, and no standalone 1PointFive sustainability report with quantified operational emissions exists publicly.

Controversies, litigation, pollution, fossil-fuel lobbying, conflict-zone involvement and governance scandals. Higher means cleaner.

The core integrity risk is structural: Occidental is one of the largest U.S. oil and gas producers, planned a ~10% production increase for 2024, signed a joint DAC venture with ADNOC/XRG (Abu Dhabi's national oil company), and is promoting 'net-zero oil' — a concept Carbon Market Watch called 'deeply flawed'; shareholder activists (As You Sow) have challenged the adequacy of carbon offset accounting disclosure, and Climate Action 100+ found Occidental does not meet most criteria for climate policy engagement alignment.