
Captain's CDR Log #235: Five numbers from this week's CDR papers that shrink the addressable market
Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. Five numbers dropped into the CDR literature and market this week. They point in the same direction: the addressable market is smaller, slower, and more contingent than the headline tonnage claims suggest. Every one of these figures either shrinks a pathway, revokes past tonnes, or attaches a condition that most 2024-era models did not price. ...








