Posts

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. ...

Biochar leads the CDR baby boom with 377 startups

This chart takes the same founding-year history view and splits each yearly bar by CDR pathway, so you can see not just how many companies were founded in a given year but which kinds of companies. The x-axis is the founding year; bar height is the count of companies started that year; the stacked colors in each bar are the pathways, keyed in the legend. The reason this split matters is that the field did not grow as one thing. Direct air capture has an older cohort, with companies appearing well before the recent funding wave. Biochar, enhanced weathering, and marine pathways cluster much later, riding the 2020-2023 surge. A raw founding-year total hides that staggering; the stacked view makes the sequencing legible. ...

Bake carbon into AI data centers now, or pay more to retrofit later

Carbon Herald just published Wire Carbon Into The AI Build-out, Or Pay For It Later. Carbon Herald frames the current wave of AI data center construction as the largest infrastructure expansion of the century and warns that climate considerations are being treated as an afterthought. The piece contends that decisions on siting, power sourcing, cooling, and embodied emissions made now will lock in emissions trajectories for decades. It calls for carbon performance to be wired into procurement, permitting, and design standards rather than retrofitted after capacity is built. The outlet positions this as both a climate question and a longer-term cost question for operators, utilities, and governments that will eventually face cleanup, retrofits, or carbon liabilities. ...

Captain's CDR Log #132: How a single offtake made India the biggest biochar exporter without a CDR law

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. The story Microsoft just signed for 557,000 tonnes of biochar carbon removal from Varaha, an Indian developer working with smallholder farmers across Gujarat, Rajasthan, and Maharashtra. The contract, reported this week, is the largest biochar offtake on record. It is larger than every North American and European biochar deal combined to date. And it lands in a country that has no national CDR registry, no compliance carbon market for removals, and no central-government framework for classifying or exporting durable removal credits. ...

Captain's CDR Log #131: Four arXiv papers in one week reveal the policy-price assumption hiding inside every DACCS cost curve

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Four European CDR modeling papers hit arXiv in a single week, and read together they expose an uncomfortable truth: the headline cost numbers for direct air capture and CO2 removal portfolios are governed less by chemistry or geology than by undisclosed assumptions about future carbon prices. Those assumptions diverge by an order of magnitude across teams, and almost none of the papers treat the divergence as the headline variable. ...

Week in CDR — 2026-W19

Captain Drawdown’s weekly Sunday selection — 18 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 throughline: capital and policy scaffolding for CDR is wobbling at the same time the workforce and demand-side data show how thin the actual production base is. BP is exiting UK CCS, Microsoft is reportedly pulling back, EU banks want carbon credit use curtailed — and meanwhile only ~9,500 people work at pure-play CDR firms globally. The picks below trace where the supports are buckling and where buyers and regulators are still moving. ...

Banks Demand Tight Limits as EU Splits Over Carbon Credits in 2040 Goal

Carbon Herald just published EU Consultation Reveals Divisions Over Carbon Credits And 2040 Climate Goals. Carbon Herald reports that a European Union consultation on the proposed 2040 climate target has surfaced significant disagreement among stakeholders over the role of international carbon credits. The EU banking sector is pressing policymakers to set strict caps on the use of such credits toward meeting the bloc’s emissions targets, citing integrity and market stability concerns. The consultation feeds into the wider debate on how the EU should structure its post-2030 climate framework, including the share of domestic reductions versus credits sourced abroad. The piece also references Germany’s recently cleared 5.9 billion dollar carbon contracts scheme as part of the broader EU policy backdrop. ...

Captain's CDR Log #130: Public money is taking the wheel on capture infrastructure as majors step back

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. The pattern this week is sharp. Public balance sheets are moving into capture infrastructure faster than private capital is willing to underwrite it. BP wants out of UK clusters. Berlin and Brussels are writing the largest decarbonization cheques in European history. The counterparty stack for durable CDR is being rebuilt in real time. ...

CDR Daily Digest — 2026-05-09

The buyer base is getting wider, but it is also getting more fragile Today’s stories point to one pattern: the CDR offtake market is no longer a Microsoft monologue, but the supporting cast is not yet ready to carry the show. Boeing signed a real multi-pathway deal. Germany put almost six billion dollars behind industrial decarbonization. The EU’s CDR lobby is taking a victory lap on policy wins. And underneath all of it, the question I keep circling in the Captain’s Log is whether the demand side can survive one anchor buyer pulling back. ...

Boeing locks in 20,000 tonnes of biochar and rock weathering CDR

OneStopESG just published Boeing Buys 20,000 Tonne Biochar and Enhanced Rock Weathering Carbon Removal Portfolio Through Supercritical. OneStopESG reports that Boeing signed a 20,000 tonne durable carbon dioxide removal portfolio through marketplace Supercritical, announced on 1 May 2026. The credits come from six suppliers - Exomad Green, Ground Up, InPlanet, NetZero, Varaha and PlanBoo - operating biochar and enhanced rock weathering projects in Brazil, Bolivia, Namibia and India. Supercritical screened over 200 projects against a 118 point framework covering additionality, permanence, measurability and operational readiness. The piece frames the deal as a move away from single supplier contracts toward diversified, criteria led procurement, with Supercritical CEO Michelle You describing the shift as buyers trusting procurement partners to assemble portfolios meeting defined quality standards rather than picking individual developers. ...