Hello, companies have not be net zero for years? In fact the US is anticipating increased reporting reqs on green house gas emissions. What you might be referring to is the fact that some companies went the "easy route" and bought a bunch of these sketchy recs and are now being told by certain committees they cannot claim carbon neutral. I want to say it was CDP who was having these discussions?
The biggest issue I think we see from a clarity standpoint is that there is currently balkanization over industry terms. CDP may say that carbon neutral claims have to be proceeded by operations decarbonization and then the remainder can be bought down but the layperson doesn't see that.
Layer in that countries have to go by each jurisdiction on what they report in (Businesses in the EU have one emissions factor set, another in the UK has another, Asia a third etc)
And you get some confusing estimates.
I promise you though, most companies may have committed to Net0 but a very large portion ended up buying RECs to offset. The arguments that are happening now are good because that's the easy way and once everyone is doing it that doesn't work.
Back to carbon sequestration, we are repeatedly seeing that new hype developments in this space are bunk or generate more carbon then they develop OR are too hard to track and prove (can't think of examples for that one, forest?).
Some of the only ways companies are decarbonizing right now are greening of the grid and purchases of emissions free energy. Unless we spend more time adding to the grid with electricity that will not generate emissions, we will never be able to hit net zero. (Without a significant cultural change in consumption).
Pragmatically I think we have a lot to be gained on focusing on logistic improvements via a cost of carbon built in (to later be force spent on recs or sequestration tech/R&D). Consider that some companies buy an entire fleet of gas and then ship that overseas for their fleet simply because it makes their audit and accounting easier. That is such a net deficit in energy we're producing with that fuel it's an oxymoron. (I mean this as smaller distro networks will always be less efficient)
Sorry I didn't mean to wall of text you but I find this stuff fascinating.