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Take on a podcast episode from The CDR Policy Scoop, originally published Sun, 03 Ma. Listen: https://shows.acast.com/the-cdr-policy-scoop/episodes/fixing-permanence-insurance-and-the-permanence-trust-with-na TL;DR Natalia Dorfman (Kita CEO) argues buffer pools were a useful bootstrap but not built for perpetual liability — a defensible position, gaining traction with standards themselves. Frames permanence as two distinct problems: short-term liability (handle via insurance on the developer) vs long-term/perpetual (needs a fund mechanism). Useful clean split. The Permanence Trust: an endowment-style, fully capitalized fund where per-credit fees are invested so the corpus always exceeds expected reversal costs. AFF-led feasibility study, report due ~June 2026, pilot to follow. Expects multiple Permanence Trusts (per-jurisdiction, per-standard), not one global fund. Realistic, though fragmentation risk goes unaddressed. Interim move: insurance-wrapped buffers so standards stop “holding the bag.” Practical bridge, but no costs disclosed on-air. Eve Tamme and Sebastian Manhart host Natalia Dorfman of Kita for a 30-minute walk through where carbon insurance has landed in 2026 and, more substantively, the Permanence Trust concept being developed by the American Forest Foundation with Kita as modeling partner. If you’ve been hearing “permanence trust” in conference hallways and wondering what’s actually under the hood, this is the cleanest public explanation so far. ...

Each dot on this scatter is a single CDR pathway - direct air capture, enhanced rock weathering, biochar, ocean alkalinity, mineralization, and the rest. The horizontal axis counts how many companies are working that pathway; the vertical axis sums the employees across those companies. Linear scales on both, so distance on the page matches distance in the numbers. What this view reveals that a headcount table cannot is the shape of the industry. A pathway sitting high and to the right is crowded with firms and staffed deeply. One sitting high but to the left is a pathway dominated by a few large companies. Low and to the right means many small teams chasing the same idea. The spread between these corners is the story of where capital and talent have actually landed, versus where the field is still a cottage. ...

Carbon Herald just published Senken And Sylvera Find Major Gaps In Carbon Credit Transparency Among DAX40 Firms. Carbon Herald reports on a joint analysis by Senken and Sylvera examining carbon credit disclosures across Germany’s DAX40 index. The review finds that most of the country’s largest listed firms provide limited detail on the credits they retire, including project types, vintages, registries, and quality ratings. According to the outlet, the gaps make it difficult for investors and regulators to assess whether offsets used in corporate climate claims meet credible standards. The piece situates the findings within tightening EU rules on green claims and growing pressure on issuers to substantiate net zero and carbon neutrality statements with verifiable retirement data. ...

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Why this matters now Germany’s biggest listed companies are buying carbon credits at industrial scale, but if you try to figure out what they bought, most disclosures fall apart in your hands. A fresh audit by Senken and Sylvera of the DAX40 found that the majority of firms publish no project name, no vintage, no registry, and no pathway. That is the gap between a “net zero” press release and something an auditor can actually verify. And it lands just as Brussels is fighting over whether international credits belong inside the EU’s 2040 climate target at all. ...

Biochar: the pathway Biochar is what you get when you cook biomass — crop residues, forestry waste, sewage sludge — in a low-oxygen environment at several hundred degrees Celsius. The carbon that the plant pulled out of the atmosphere ends up locked in a stable, ring-structured solid that resists microbial decay for centuries when applied to soil or used as a filler in concrete and asphalt. It is, by volume, the largest delivered carbon dioxide removal (CDR) pathway today: biochar accounts for the majority of tonnes actually issued on registries like Puro.earth and the European Biochar Certificate (EBC), even as direct air capture attracts more capital per tonne announced. ...

Carbon Herald just published Canada Extends Tax Credits For Enhanced Oil Recovery (EOR) Projects. Carbon Herald reports that the Canadian federal government has announced plans to extend tax credits available to enhanced oil recovery (EOR) projects. EOR uses injected CO2 to push additional crude from mature reservoirs, and proponents argue it can pair with carbon capture to sequester some of that CO2 underground. The extension signals continued federal backing for CCUS-linked oil production at a time when Canada is also pursuing broader emissions reduction targets. Full details on eligibility, duration, and how the credit interacts with existing CCUS investment tax credits are covered in the source article. ...

The market is maturing faster than the rulebook Today’s stories share one thread: durable carbon removal is starting to behave like an industry, but the scaffolding around it - measurement costs, national policy, buyer concentration - is still catching up. April’s contracting data, India’s accidental export dominance, and the scramble to cut enhanced rock weathering verification costs all point the same direction. Demand is real. The plumbing is improvised. April’s buying tells you who actually runs this market 1.14 million tons of durable CDR got contracted in April. Microsoft, JPMorgan, and Boeing did most of the lifting. That is a healthy month by any historical standard, and it keeps 2026 on pace to clear last year’s totals. But three names doing most of the volume is not a market. It is a club. ...

Most social-media advice was written for general B2B marketers. I wanted to know whether any of it actually held up in carbon removal, so last week I pulled together a small study. I scraped the engagement numbers on roughly 900 posts: every recent post from the 25 most-watched carbon-removal company pages on LinkedIn, plus the last few months from the highest-engagement climate voices on X and Bluesky. The list included Climeworks, Heirloom Carbon, Frontier Climate, Mati Carbon, Isometric, Cascade Climate, CDR.fyi, and 18 others on the company side, plus Stefan Rahmstorf, Hannah Ritchie, Johan Rockström, Damian Carrington, Simon Evans, Zeke Hausfather and the rest of the visible climate-science cohort on the personal-account side. ...

Cascade Climate just launched the Bedrock Initiative, a coordinated research program designed to cut measurement costs for enhanced rock weathering (ERW) from today’s roughly $200 per ton and generate the standardized field data the method needs to enter compliance carbon markets. The program is backed by Frontier, Google, the Chan Zuckerberg Initiative, the Grantham Foundation, King Philanthropies, the Kissick Family Foundation, and the Patrick J. McGovern Foundation. Why this matters ERW, which involves spreading crushed silicate rock on farmland so it reacts with CO2 and locks carbon away as bicarbonate, is one of the cheaper durable carbon removal pathways on paper. But the field has a credibility problem. Measurement, reporting, and verification (measurement, reporting, and verification (MRV), the process of proving how much carbon was actually removed) costs are high, and most published field data comes from one-off trials that are hard to compare. Without standardized evidence across many soils and climates, ERW cannot enter compliance markets or count toward national climate commitments. Bedrock is an attempt to fix that with a single coordinated push rather than a patchwork of competing supplier studies. ...

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. ...