🌊 Vox Makes the Case for Marine CDR

Vox published a major feature on ocean-based carbon removal, arguing it can address excess atmospheric CO₂ and ocean acidification simultaneously. Equatic plans to commission the world’s largest marine CDR plant in Singapore later this year, removing ~10 tCO₂/day via seawater electrolysis. The piece positions mCDR as a potentially superior pathway that doesn’t compete for agricultural land — but notes the field is “quite new” and MRV challenges remain.

The article cites the need for 9 billion tonnes of annual CDR and highlights the $1 billion Frontier consortium (Google, JPMorgan) as a defining market signal. (Vox)


📊 Record Week for CDR Deals

This was one of the busiest weeks for carbon removal deal flow in 2026:

Boeing × Carbonfuture — At least 40,000 tonnes of durable CDR credits from four biochar projects. One of aviation’s largest high-durability removal procurements. (Carbon Herald)

Tapestry × Climeworks — The Coach/Kate Spade parent signed a 10-year DAC agreement — one of the first long-term DAC commitments from the fashion sector. (Business of Fashion)

Mercedes-AMG PETRONAS F1 — Added 7 new CDR projects spanning DAC, BECCS, biochar, OAE, and ERW across six countries. Total portfolio: ~18,900 tCO₂e. (Carbon Herald)

LEGO Group — Invested DKK 18M ($2.8M) more in CDR. Total commitment now **$8.4M** across 8 projects. (ESG Dive)

AirMyne × ENEOS — Japan’s largest energy firm invested in Berkeley-based DAC startup, continuing the wave of Japanese corporate CDR investments. (Carbon Herald)

CUR8 — Strategic investment from Acario/Tokyo Gas plus new COO from fintech. Building the risk infrastructure CDR needs at scale. (Carbon Herald)


🇨🇦 Canada’s CDR Breakout Week

Canada made its biggest move yet in carbon removal:

$100M Advance Carbon Removal Coalition launched by the Government of Canada, BMO, RBC, Shopify, and others — targeting $100M in CDR support by 2030, with $75M already deployed. (BNN Bloomberg)

Climeworks chose Calgary for its Canadian HQ, planning what could be its largest DAC plant globally in Alberta. (CBC)

Svante acquired Carbon Alpha and the North Star BECCS project (140,000 tCO₂/year capacity) in Saskatchewan. (Carbon Herald)

Alberta is positioning itself as the global DAC capital — with geological storage, clean energy, tax credits, and growing US policy pullback pushing projects north.


🇩🇪 Germany Commits First-Ever CDR Budget

Germany’s 2026 federal budget allocates €98 million for CDR projects and €11.5 million for CDR credit procurement — the country’s first dedicated CDR funding line. The DVNE (German Association for Negative Emissions) projects further allocations through 2033. (Handelsblatt)


🔬 Enhanced Rock Weathering: 1.1 Bt/Year Potential by 2100

A Cornell University study provides a “reality check” on enhanced rock weathering, modelling adoption rates and finding:

  • 350–750 Mt CO₂/year by 2050700 Mt–1.1 Bt/year by 2100
  • Asia, Latin America, and sub-Saharan Africa would overtake early movers as supply chains mature
  • Thünen Institute researchers caution dry-soil conditions could reduce removal by up to 25×

(New Scientist)


📈 Market Snapshot (cdr.fyi)

MetricValue
Total CDR spending$787.7M
Tonnes sold44.1M tCO₂
Delivery rate2.7%
Purchasers1,013
Suppliers721

(cdr.fyi)


🔭 The Big Picture

The market is professionalizing at speed. Buyers are moving from spot purchases to structured multi-year agreements. The infrastructure layer (CUR8, Carbonfuture, Patch) is attracting institutional capital. Canada had a breakout week, Germany committed its first CDR budget, and Japan continues as a strategic investor.

The 2.7% delivery rate remains the elephant in the room. As procurement accelerates, execution becomes the critical differentiator.

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