CDR.fyi just published Durable CDR Market Update: From Ambition to Execution.
In a market update presented at Carbon Unbound East Coast in May 2026, CDR.fyi reports that durable CDR purchases reached 30.4 million tonnes in 2025, a 324% CAGR from 2021. Stripping out Microsoft and Frontier, purchases still grew at 151% CAGR and deliveries at 131%. Those non-anchor buyers represented only 17% of contracted tonnes but 90% of delivered and 94% of retired tonnes. Biomass-based methods dominated 2025, with BiCRS accounting for 96% of purchase volume and 91% of deliveries, led by BECCS on contracts and biochar on delivery. The piece frames the next phase as execution-led, with method-specific pricing and tighter financing.
Our take (Useful): The ex-Microsoft and Frontier breakout is the most useful cut here, since it separates anchor-buyer optics from broader market depth. Worth watching: BiCRS dominance in delivery reflects what is easiest to stand up now, not necessarily what scales durably, and the report itself flags policy as not yet a real demand driver.
-> 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