Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Three deals this week show the same pattern. Hyperscaler and industrial buyers are not buying carbon removal credits anymore. They are buying portfolio construction services from a thin layer of intermediaries who now sit between every supplier and every dollar. Start with Boeing. The aerospace giant just contracted for 20,000 tonnes of removal across biochar and enhanced rock weathering, a process that grinds silicate rock to speed up natural CO2 absorption. But Boeing did not pick the suppliers. Supercritical assembled a six-supplier basket across two pathways and sold it as a single product. The buyer outsourced the diligence. ...

Today’s digest is unusual: all three items are podcast conversations, not deals or deployments. Taken together, they point to the same uncomfortable question. Why is carbon dioxide removal still treated as a side conversation in mainstream climate work, and what would it take to change that? The mainstreaming problem The first piece, episode 397 of the Carbon Removal Show, asks whether CDR should rejoin the mainstream climate conversation. The framing matters. CDR was part of the Intergovernmental Panel on Climate Change pathways from the start, but in public debate it drifted into its own lane, often viewed with suspicion by climate advocates worried about moral hazard and dismissed by others as too small to matter. ...

Take on a podcast episode from The Carbon Curve, originally published Thu, 30 Ap. Listen: https://carboncurve.substack.com/p/carbon-removal-is-stuck-in-low-earth Naim Merchant hosts Julio Friedmann, Chief Scientist at Carbon Direct, to unpack the firm’s new “CDR 2.0” report. The thesis: durable carbon removal has reached “low Earth orbit” — markets, registries, raters, a buyers coalition all exist — but the next stage requires a different operating model. Friedmann lays out five pillars: technical readiness, project assurance, standardization, bankability, and transactional ease. ...

Take on a podcast episode from The CDR Policy Scoop, originally published Wed, 29 Ap. Listen: https://shows.acast.com/the-cdr-policy-scoop/episodes/digging-deep-with-gabrielle-walker-a-life-in-climate TL;DR Long-form interview with Gabrielle Walker (CUR8, Rethinking Removals) — part biography, part state-of-the-CDR-market read. Worth it for the second half. Walker’s “pre-compliance” framing for 2026-2035: SBTi draft reportedly requires removals by 2035, ISO net-zero standard (due later this year) will mandate interim removal targets. Useful if accurate. British Airways portfolio anecdote: Sean Doyle reportedly sees CDR as ~30% of BA’s decarbonization solution. First time I’ve seen that number cited publicly. CUR8’s 5-pillar diligence framework (climate integrity, team, future potential, delivery risk, “core benefits” not co-benefits) — practical, steal-able. Honest moment: Walker admits she initially dismissed Global South CDR as virtue-signaling before James Wanjigi (Kenya) changed her mind. Worth hearing. Episode link. Sebastian Manhart and Eve Tamme launch a long-form spinoff of the CDR Policy Scoop with Gabrielle Walker — co-founder of CUR8 and Rethinking Removals, and one of the people who has actually been in rooms with FTSE-100 CSOs trying to convert intent into off-takes. The first 60% is biography (Antarctica, ice cores, science journalism); the back half is the part practitioners want. ...

Captain Drawdown’s weekly Sunday selection — 48 candidate stories considered, 6-9 picked. Each link carries our 1-2 sentence take so you don’t have to click everything to know what’s there. The week’s most useful signal came from a five-year scorecard on whether durable CDR has lived up to its 2021 promises — and the answer, predictably, is “uneven.” Around it, mineralization quietly emerged as the pathway with the most institutional momentum (Frontier, Carbon Direct, Arca, a new Quebec hub), while buyer-side activity continued to broaden beyond DAC into biochar and enhanced rock weathering (ERW) portfolios. Meanwhile Europe is sending mixed signals on carbon markets: Germany retiring allowances, IEEFA pushing back on power-sector CCS, and the EU inching toward letting international removals back in. ...

Take on a YouTube video from AirMiners, originally posted 2026-05-01. Watch the source: https://www.youtube.com/watch?v=gEWnepySw_k AirMiners: What’s Hot in Carbon Dioxide Removal, April 2026 This is the April 2026 edition of AirMiners’ monthly “what’s hot” rundown, hosted by Tito Jankowski. It’s a roughly 10-minute state-of-the-market intro followed by breakout discussions. The framing is blunt: investors are pulling back, government funding is shaky, and Microsoft — the buyer that effectively underwrote the last two years of offtakes — has gone quiet. Tito’s pitch is to stop speculating and look at what’s actually closing. ...

Take on a YouTube video from Exomad Green, originally posted 2026-05-01. Watch the source: https://www.youtube.com/watch?v=2x4jaHMOx3M Exomad Green × Supercritical: Inside the 500,000-Tonne CDR Deal This is a ~10-minute Exomad Green podcast episode (“Green Talks”) featuring Francesco from Exomad and George, Director of Supply at Supercritical. The headline: a three-year offtake agreement for up to 500,000 tonnes of biochar carbon removal credits, covering all remaining 2026 inventory plus allocations for 2027 and 2028. It’s a vendor-produced announcement, but there are a few data points worth pulling out. ...

Take on a YouTube video from Nature Tech Collective, originally posted 2026-05-01. Watch the source: https://www.youtube.com/watch?v=Qpq2v2HRhXw Watch on YouTube This is a Nature Tech Collective webinar with Dr. Will Burt, VP Science & Product at Planetary, walking through ocean alkalinity enhancement (OAE) as Planetary practices it — adding a mineral antacid to seawater to neutralize dissolved CO₂ and shift the air-sea equilibrium toward more uptake. The framing is 101-level by Burt’s own admission, pitched at an audience he assumed would be mixed. The substantive claim is the familiar one: OAE sits in the favorable corner of the NOAA scalability-vs-cost matrix, and Planetary is among the further-along operators trying to prove it at sea. ...

The premise Biomass burial is the deliberate placement of plant matter — wood chips, agricultural residues, sludges, algae, even whole logs — into an environment where it cannot decompose. The carbon a tree pulled from the air over its lifetime stays as carbon, instead of returning to the atmosphere as CO₂ or methane within years or decades. The appeal is that the hard part of carbon removal — pulling CO₂ out of dilute air — has already been done, for free, by photosynthesis. The engineering problem is narrower: stop the rot. ...

The day CDR’s biggest buyer blinked Microsoft paused new carbon removal purchases today, and the rest of the day’s news has to be read through that lens. One company has driven the bulk of durable CDR demand for three years. When that company stops buying, even briefly, the market learns how thin its foundations really are. The pause is reportedly tied to a portfolio review and tighter scrutiny on delivery risk and verification quality. Microsoft has not walked away. But suppliers who built business plans around the assumption of steady offtake from Redmond are now reworking their models. Several developers I spoke to expect a slower second half of 2026 for new contracts across direct air capture, biochar, and enhanced rock weathering. ...