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Captain's CDR Log #129: What Microsofts climate pullback means for the CDR offtake pipeline

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Microsoft is reportedly negotiating away its 24/7 carbon-free electricity pledge while New York waters down its climate statute. The voluntary buyer model that built durable CDR’s offtake pipeline is showing strain in the same week. Here is what people watching the seams said. “Voluntary measures were never gonna get us where we need to be on emissions. But the fact that data center growth has made it corporate-ly/socially acceptable for a big tech company with ambitious climate goals to abandon them seems like a really bad sign.” ...

Germany Greenlights $5.9B CCfD Scheme to De-Risk Industrial Decarbonization

Carbon Herald just published Germany Clears $5.9B Carbon Contracts Scheme Backed By EU. Carbon Herald reports that Germany has committed roughly $5.9 billion (€5 billion) to a redesigned Carbon Contracts for Difference (CCfD) scheme aimed at supporting industrial decarbonization. The program received approval from the European Union, clearing a key state aid hurdle. CCfDs work by covering the gap between conventional production costs and the higher cost of low-carbon alternatives, providing long-term price certainty for industrial operators investing in cleaner processes. The scheme is designed to help heavy emitters such as steel, chemicals, and cement producers transition to lower-emission technologies. Germany has positioned the instrument as a central pillar of its industrial climate policy. ...

Captain's CDR Log #128: A modeling error in enhanced weathering could inflate removal claims by 100x

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. CarbonPlan published a finding on Tuesday that should reset how every buyer, registry, and supplier in enhanced rock weathering thinks about their MRV stack. In How surface roughness scaling can mislead enhanced weathering predictions, the team shows that a mistaken surface area equation used in some widely circulated ERW (enhanced rock weathering) models can inflate predicted carbon removal by up to two orders of magnitude. That is a 100x overstatement. It lands in the same week Mombak issued the first Isometric-verified ERW credits, Boeing expanded its ERW offtake position, and Brazil moved the pathway into sovereign compliance market discussions. The timing is brutal, and that is exactly why it matters. ...

Worley wins FEED for cogen unit at Dow's Path2Zero — milestone, not FID

Carbon Herald just published Worley Selected For FEED Work On Dow’s Path2Zero Project. Carbon Herald reports that Worley has been selected by Dow to deliver front-end engineering design services for the cogeneration component of Dow’s Path2Zero initiative. The Path2Zero project is Dow’s effort to build out lower-emissions petrochemical capacity, with cogeneration playing a role in supplying power and steam to the site. The FEED stage typically sets the technical scope, cost basis, and execution plan that informs a final investment decision. The article frames the award as a step forward in the project’s engineering pipeline, with Worley taking on a defined slice of the broader development work. ...

Durable CDR price gap shrinks to $98/t, but $100/t by 2030 unlikely

The buyer-supplier price gap for durable carbon removal narrowed from $107 per tonne to $98 per tonne over the past year, and survey respondents expect it to shrink to roughly $48 per tonne by 2030. But here is the catch: durable CDR is unlikely to broadly hit the $100 per tonne benchmark by 2030, according to the second annual CDR.fyi/OPIS pricing survey released this week. That finding kills a comforting story the market has told itself for years. The $100 per tonne number was always a slogan more than a forecast, and the data now suggests buyers waiting for that price before engaging may be waiting through a supply squeeze. ...

Only 59 percent of CDR workers actually produce carbon removal

This chart is a stacked horizontal bar showing CDR-attributable headcount across pathways on the vertical axis, with each bar segmented by business focus: pure-play companies whose entire reason for existing is CDR, divisions inside larger firms where CDR is one line of business, and ecosystem players who sell tools, verification, brokerage, or software into the space. Bar length is total attributed workers; the color split is where those workers actually sit. ...

Captain's CDR Log #127: Maritime contracts, interstate compacts and Article 6 deals build the legal pipework

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Three contracts crossed three different borders this past week, and together they tell a story the tonnage debate keeps missing. CDR’s binding constraint is no longer chemistry or capture cost. It is the legal pipework for moving and storing CO2 across boundaries that were never designed to be crossed. ...

Carbon balance, not carbon ratio: how to read CDR efficiency claims

Most CDR efficiency claims are framed as a ratio. They should be framed as a balance. A ratio of 1.1 — 100 tonnes emitted across the lifecycle to capture 110 tonnes — is a vanity metric. The number that matters is the net balance: gross capture minus embodied plus operational emissions. That is what we mean when we say a pathway is “85% net.” For every 100 tonnes of CO2 pulled out of the air or fixed in stable form, 85 tonnes survive after you subtract everything the project emitted to make those 100 tonnes happen. The 15 tonnes you are losing went into making steel, running compressors, trucking rock dust, or heating a sorbent. That is what credible buyers should pay for: the 85, not the 100. The credible registries already refuse to issue credits for anything else. ...

Captain's CDR Log #126: Five numbers that frame the gap between CDR ambition and CDR arithmetic

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Five numbers from the past week. Together they sketch a market where buyers are writing bigger checks than ever, while the people, electrons, and dollars-per-ton math underneath those checks remain stubbornly thin. The demand side is sprinting. The supply side is still putting on its shoes. 20,000 tonnes. Boeing’s new portfolio purchase through Supercritical, sourced from biochar and enhanced rock weathering, is among the largest aviation-linked durable CDR offtakes inked for 2026. The signal matters as much as the volume: ERW (enhanced rock weathering, where crushed silicate rock pulls CO2 out of the air as it weathers) is now considered procurement-grade alongside biochar. That is a credibility milestone we flagged when Mombak generated the first Isometric-verified ERW credits. ...

Captain's CDR Log #125: Five voices wrestle with the Stanford DAC opportunity-cost paper

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. A Stanford-led paper in Nature Communications Sustainability dropped this week and broke the CDR feed open. Direct air capture has substantial health and climate opportunity costs argues that $100M/year on utility-scale wind or solar beats DAC on combined climate and health benefits across nearly every U.S. grid region through 2050. The fight isn’t over the numbers. It’s over whether the equation is the right one. ...