CDR Market

ClimeFi just published its 2026 CDR market insights based on a December 2025 RFP that attracted 114 suppliers from 39 countries across 142 projects. The headline: durable CDR supply is getting tight. The numbers Only 52% of projected 2026 supply is still unreserved — making it the most constrained year in the 2026–2030 window Across 2026–2030, 58% of total supply remains available 66% of projects across all pathways (biochar, DACCS, BECCS, biomass, mCDR, mineralization) are now at commercialization stage Prices are converging within pathways as suppliers reach operations, secure verification, and build track records What’s driving the squeeze Demand from corporate buyers is outpacing supply buildout. Companies like Microsoft, Boeing, LEGO, and Mercedes F1 are locking in multi-year deals — and the supply side simply can’t scale fast enough. ...

The LEGO Group just dropped another DKK 18 million ($2.6M) on carbon removal, bringing its total CDR investment to DKK 54 million ($7.9M). The new round, delivered through ClimeFi, supports four projects across three durable removal technologies plus a reforestation initiative in Mexico. What they’re buying The three tech-based projects span: Biomass geological storage — injecting organic waste slurry deep underground for permanent carbon lockaway Mineralization — converting captured CO₂ into manufactured limestone using reactive waste materials Marine CDR via wastewater alkalinity enhancement — converting organic carbon into inorganic carbon stored long-term in the ocean The fourth project is large-scale tropical forest restoration in Mexico, developed with Climate Impact Partners. ...