1.14Mt durable CDR contracted in April as Microsoft, JPMorgan, Boeing buy

CDR.fyi just published Durable CDR Market Recap: April 2026 — Key Deals & Trends.

CDR.fyi’s monthly market recap reports about 1.14 million tonnes of durable CDR contracted in April 2026. The largest deal was North Star Carbon Solutions, a Meadow Lake Tribal Council and Svante partnership, signing a 15-year, 626,000-tonne offtake with Microsoft from the North Star BECCS Project. JPMorgan Chase signed a 10-year, 60,000-tonne agreement with Graphyte covering its Arkansas facility and a planned Arizona site. Exomad Green and Supercritical agreed on up to 500,000 tonnes of biochar through 2028, and Boeing bought 20,000 credits across six suppliers in four countries. Climeworks, NTT Data, CUR8, Isometric, Sensirion, ClimeFi, and VodafoneZiggo also appear in new partnerships.

Our take (Useful): Headline tonnage is again dominated by a single BECCS megadeal, which is worth noting when reading monthly totals as a demand signal. The mix of biochar, BECCS, DAC, and enhanced weathering shows continued method diversification, but durations and delivery risk vary widely across these contracts. Pricing detail sits behind the paid OPIS report, so public numbers remain limited.

-> Read the full piece at CDR.fyi

Captain Drawdown is flagging this. The reporting is CDR.fyi’s. Go read them directly, not a rewrite from us.

Source: CDR.fyi Blog