CDR

This chart is a stacked bar count of every company in the CDR Directory, grouped along the x-axis by removal pathway (direct air capture, enhanced weathering, biochar, ocean alkalinity, and so on), with each bar segmented by business focus: pure-play producers, brokers and marketplaces, and firms where CDR is a side business bolted onto a different core model. The total height tells you which pathways are crowded with company formation. The segment mix tells you something a raw count hides: whether a pathway’s apparent size is built on operators actually delivering tonnes, on intermediaries reselling them, or on incumbents whose CDR line is a minor adjunct. Two pathways with identical totals can have very different underlying economies once you see the split. ...

This chart takes the same founding-year history view and splits each yearly bar by CDR pathway, so you can see not just how many companies were founded in a given year but which kinds of companies. The x-axis is the founding year; bar height is the count of companies started that year; the stacked colors in each bar are the pathways, keyed in the legend. The reason this split matters is that the field did not grow as one thing. Direct air capture has an older cohort, with companies appearing well before the recent funding wave. Biochar, enhanced weathering, and marine pathways cluster much later, riding the 2020-2023 surge. A raw founding-year total hides that staggering; the stacked view makes the sequencing legible. ...

What “Ocean CDR” actually means Ocean carbon dioxide removal is a family of techniques that use the sea — the planet’s largest active carbon reservoir, holding roughly 50 times more carbon than the atmosphere — to draw down atmospheric CO₂ and keep it down. The ocean already absorbs about a quarter of annual anthropogenic emissions through air-sea gas exchange (Friedlingstein et al., 2023). Ocean CDR approaches either accelerate that natural uptake (by shifting seawater chemistry) or use biology to fix carbon and export it below the mixed layer, where it stays out of atmospheric contact for centuries to millennia. The appeal for buyers chasing durable removal is straightforward: the storage reservoir is enormous, and the residence times — particularly for bicarbonate ion in the deep ocean — are on the order of 10,000 years (Siegel et al., 2021). ...

Take on a YouTube video from ShekruTV, originally posted 2026-06-08. Watch the source: https://www.youtube.com/watch?v=Z1YlrZJoxyI TL;DR Naved Ahmad of Ecosis pitches village-scale biochar via modified drum kilns costing ~₹2,000–3,000 ($25–35) per unit. Useful datapoint on the floor of distributed kit cost. Frames carbon finance as debt relief for Indian farmers carrying ~3x annual income in debt. Reasonable framing, not new. Cites Verra-style methodologies as a dead-end for smallholders: ~$100K project costs, 3–4 year waits, no payouts. Matches what other practitioners report. Pivot point: Carbon Standards International’s 2022 biochar methodology is what made Ecosis viable. Worth knowing if you’re tracking registry choice for smallholder projects. Heavy on personal journey, light on production numbers, yields, or carbon volumes. Skip if you want hard data. A long-form interview on ShekruTV’s biochar series with Naved Ahmad, founder of Ecosis, a Bangalore-region biochar outfit working with smallholder farmers. The substantive claim: distributed, drum-kiln biochar at the village level — financed via Carbon Standards International (CSI) credits — is the only carbon-market structure that actually reaches Indian smallholders, because the Verra-track methodologies price them out and pay too late. ...

This violin plot sorts every pure-play CDR company in the Directory by its pathway (columns) and its headcount (vertical axis, log scale from 1 to 100+). Each dot is one company, coloured by its current liveliness tier — Active, Moderate, Suspect, or Likely Dead. The grey shape behind each column is the size distribution: where it bulges, that’s where most companies in that pathway sit. The value here is comparative. A raw company list tells you who exists; this view tells you where the weight sits. Pathways with most dots stacked at the bottom are dominated by sub-10-employee firms — many small entrants, few that have grown. Pathways with dots reaching up the column have produced operators that scaled past the founder-and-a-few-engineers phase. Colour (not vertical position) is what tells you the health story: red dots high up the column mean a sizeable operator went quiet; red dots on the floor are the long tail churning as it always has. ...

Captain Drawdown’s weekly Sunday selection — 13 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. The third State of CDR report landed alongside a fresh batch of buyer signals this week, and the contrast is doing most of the analytical work: institutional demand is finally arriving in Asia and from public procurement, while the technology side keeps getting reminded it’s behind schedule. Add a quietly telling headcount snapshot of the entire pure-play industry and a CO2 shipping deal that suggests Northern Lights’ logistics tail is real, and the week reads less like a single story and more like a maturity check across the value chain. ...

Take on a podcast episode from The CDR Policy Scoop, originally published Tue, 02 Ju. Listen: https://shows.acast.com/the-cdr-policy-scoop/episodes/the-state-of-cdr-2026-the-cdr-policy-scoop-verdict TL;DR Third edition of the State of CDR report drops: 300 pages, 75+ authors, two-year cadence now established as the canonical reference doc. Global novel CDR sits at 2.1 Mt gross — but the report finally shows per-pathway net/gross gaps (bioenergy with carbon capture and storage (BECCS) net is 68–98% of gross, DACCS 23–90%). Material for anyone quoting headline tonnages. 2025 reality check: first edition projected 11 Mt novel by 2025; actual is ~2 Mt. Hosts flag 2030 announcements (42 Mt) vs estimated delivery capacity (8.4 Mt) as the next gap to watch. Across IAM scenarios that actually reach net-zero CO2, CDR averages 16% of mitigation effort — higher than the 10% figure often cited in corporate target-setting. CDR captures 2.6% of climate-tech funding. Low enough to puncture the “CDR is eating climate’s lunch” narrative. Sebastian Manhart and Eve Tamme got an embargoed copy of the third State of CDR report and spent 30 minutes pulling out what surprised them rather than re-reading the executive summary. It’s a useful filter episode if you don’t have time for 300 pages this week. ...

Take on a podcast episode from Reviewer 2 does geoengineering, originally published Fri, 15 Ma. Listen: https://podcasters.spotify.com/pod/show/reviewer2geoengineering/episodes/Viridas-Pressurised-DAC--El-Sayed-e3jct2c TL;DR Viridas pitches “pressurized DAC”: compress incoming air to ~70 bar so CO2 partial pressure jumps from ~400 ppm to ~2.8%, shrinking contactors ~70x. Sorbent is a cheap aqueous ammonia + alkali carbonate mix (carbamate formation + bicarbonate buffer), regenerated thermally at ~90–110°C. Sensible chemistry, nothing exotic. Core thesis: solvent R&D is hitting thermodynamic limits; the real lever is CAPEX, attacked by retrofitting gas-turbine turbomachinery as compressor/expander. Claimed round-trip efficiency target: ~97–98% (vs ~70% for current compressed-air energy storage). That’s the whole ballgame and it’s not demonstrated. No technoeconomic assessment shared, no pilot, no funding disclosed, Gmail contact address. Treat as concept-stage. The host of Reviewer 2 Does Geoengineering interviews Ahmed El-Sayed, co-founder of Viridas Technologies, about a pressurized DAC concept built around retrofitted gas-turbine machinery. The episode is recorded walking through a Cambridge park, which means a non-trivial fraction of the runtime is ice cream and hawthorn commentary — the substantive technical content is maybe 35 minutes. ...

Take on a podcast episode from The Carbon Curve, originally published Wed, 25 Ma. Listen: https://carboncurve.substack.com/p/why-carbon-removal-needs-a-new-story TL;DR Höglund argues CDR should shift from “speed and scale” to “prove and learn”: drive down costs, nail measurement, reporting, and verification (MRV), demonstrate at relevant scale. Useful reframing. Voluntary demand likely exceeds compliance demand through ~2040. EU ETS + UK ETS maybe a couple hundred million tons total by mid-2030s. First time I’ve seen the number stated that bluntly. Aviation and shipping legislation (ReFuelEU, FuelEU Maritime) effectively locks CDR out as a compliance pathway. Advocacy gap, not science gap. “Last resort” framing was a self-own. CDR is rate-limited, not stock-limited — building capacity today doesn’t deplete future capacity. High-profit/low-emission buyers (tech, finance) sustain the beachhead market; heavy industry won’t buy voluntarily and shouldn’t be expected to. Reflects reality, not aspiration. The Carbon Curve, Ep. 62 — Na’im Merchant interviews Robert Höglund (Milkywire, CDR.fyi co-founder, Marginal Carbon) for a state-of-the-sector check-in. The conversation is essentially Höglund’s argument for retiring the “we need 6–10 Gt by 2050, scale now” narrative and replacing it with a more sober “prove the methods, drop the costs, serve future decision-makers a credible menu” frame. ...

This chart plots every pure-play CDR company in the Directory as a single dot. The horizontal axis is the company’s founding year (estimated from its primary domain registration), the vertical axis is its current headcount on a log scale, and the colour codes the company’s pathway. The shaded blue background traces overall company density — darker patches mark where the crowd of pure-plays sits. The value here is shape, not ranking. A bar chart would tell you how many companies exist in each pathway; this view tells you the entire industry’s growth contour at one glance — when did the wave of small startups hit, where are the rare big older operators, what cluster sits on the floor of “still under five people”. Outlier dots near the top of the chart are the names everyone already knows; the dense low band is where most of the industry actually lives. ...