Take on a YouTube video from Exomad Green, originally posted 2026-05-01. Watch the source: https://www.youtube.com/watch?v=2x4jaHMOx3M
Exomad Green × Supercritical: Inside the 500,000-Tonne CDR Deal
This is a ~10-minute Exomad Green podcast episode (“Green Talks”) featuring Francesco from Exomad and George, Director of Supply at Supercritical. The headline: a three-year offtake agreement for up to 500,000 tonnes of biochar carbon removal credits, covering all remaining 2026 inventory plus allocations for 2027 and 2028. It’s a vendor-produced announcement, but there are a few data points worth pulling out.
What’s worth knowing. George cites Supercritical’s own analysis that only about half of forecasted 2025 biochar credit deliveries actually showed up — a number consistent with what other registries and brokers have hinted at but rarely state cleanly on the record. Against that backdrop, Exomad claims 320,000 tonnes delivered year-to-date and a roughly 2× year-over-year increase. If both numbers hold up under registry verification, Exomad is now a meaningful share of all delivered biochar tonnage globally, not just contracted. The second useful tidbit is on demand composition: George frames the deal as positioning for SBTi’s 2028 residual-emissions kick-in, and Francesco describes a buyer mix that’s still heavily weighted toward small and mid-cap European purchasers (150 to 500 tonne tickets) alongside the Fortune 500 names. That granular base is unusual — most large-volume suppliers skew toward a handful of anchor buyers.
Context. Exomad operates forestry-residue biochar facilities in Concepción, Bolivia, and has been one of the Puro.earth registry’s larger issuers; their volume profile contrasts with the delivery-shortfall pattern CDR.fyi has tracked across the biochar category. Supercritical, for its part, sits in the same broker/marketplace bracket as Patch and CEC, but has leaned more heavily into curated biochar supply. The deal also lands in a market where SBTi’s draft Corporate Net-Zero Standard V2 is pushing companies to plan removals procurement before 2030, which is the demand thesis George is implicitly underwriting. Worth noting: the conversation glosses over biomass sourcing audits and permanence assumptions, which are the open questions for any tropical-forestry-residue biochar at this scale.
Bottom line. Useful if you’re sizing the biochar offtake market or benchmarking delivery reliability against contracted volumes. Skip if you’re looking for technical detail on production, MRV (measurement, reporting, and verification), or sourcing — this is a commercial announcement dressed as a podcast.