Captain Drawdown’s weekly Sunday selection — 16 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.
Two structural stories dominated the week: fresh evidence that natural carbon sinks are getting less reliable exactly when we need them most, and concrete signals about how the CDR market plumbing — pipelines, ETS integration, procurement readiness — will actually get built. Below, the science pieces that should update your baselines, and the market-infrastructure pieces that should update your roadmaps.
Sink risk is repricing
- Carbon Herald — Rising Temperatures Prevent Plants From Absorbing CO2, Study Finds — Yet another data point that the terrestrial sink assumption baked into most IAM pathways is fragile; if leaves warm faster than air and photosynthesis stalls, the residual emissions CDR has to clean up gets bigger, not smaller.
- ScienceDaily — A 37-year soil experiment revealed a hidden climate threat — Jerry Melillo’s Harvard Forest plots, held at 5 °C above ambient since 1989, showed stable soil organic matter starting to decompose in the fourth decade of warming. If the pool everyone models as century-durable only looks durable for 30 years, the durability claims underpinning soil carbon crediting need a rethink.
- CarbonPlan — The 2026 fire season has officially begun for California forest offset projects — Fires are burning through two projects enrolled in California’s program: Opal Mountain (ACR554) in Central Oregon, already more than 50 percent burned and likely headed for termination, and Colville (ACR255) in Eastern Washington. Opal Mountain alone could cost the buffer pool over 500,000 credits, roughly 2 percent of its remaining balance, and the seven-day forecast is hot and windy.
Market infrastructure taking shape
- Frontiers in Climate — Feasibility of CO2 pipeline construction to enable gigaton-scale CDR — Roberts, Greene and Nemet benchmark required CO2 pipeline buildout against historical oil and gas rollouts; the useful contribution is quantifying just how ordinary the pace needs to be, which reframes “pipeline bottleneck” as a permitting story rather than an engineering one.
- CDR.fyi — The EU ETS Proposal Explained — A clean walkthrough of the Commission’s proposal to let permanent removals into the ETS from 2036 with a capped share — the number to watch is that cap, since it effectively sets the floor demand curve for European DAC and mineralization through the 2040s.
- Carbon Gap (LinkedIn) — EU CRCF Buyers Club — Procurement Readiness Ladder — Carbon Gap’s tiering of CRCF-eligible project types by commercial readiness is a useful counterweight to the assumption that CRCF certification equals bankability; expect procurement teams to lean on frameworks like this as CRCF methodologies land in 2026.
Deployment moves
- Carbon Herald — Uniper Selects Worley For 2030 Carbon Capture Power Station — EPC selection is the step where gas-CCS projects usually either firm up or quietly slip; a 2030 in-service date on a UK gas plant puts this in direct competition with the Track-1 cluster timelines and their subsidy envelopes.
- Heatmap News — The Data Center Paradox — Hyperscaler load growth is now the single biggest variable in whether CDR demand from tech buyers keeps compounding or gets crowded out by their own Scope 2 problem — worth reading for the framing even if you’ve seen the underlying numbers.
The connective tissue this week: the physical carbon budget is tightening (sinks weakening, buffer pools burning) at the same moment the policy and procurement scaffolding for engineered CDR is finally getting specified. Conspicuously absent from the week: any material new offtake announcements, which suggests buyers are waiting on the EU ETS and CRCF texts to settle before committing further capital.
