China

Your daily scan of what’s moving in carbon dioxide removal — markets, policy, science, and the companies building the industry. Quick Numbers Metric Value Source Total CDR market spend $787.7M cdr.fyi Total CDR tonnes sold 44.1M tCO₂ cdr.fyi Delivery rate 2.8% cdr.fyi Active purchasers 1,013 cdr.fyi Active suppliers 721 cdr.fyi Market Tone Bullish demand signals across geographies. Canada launched its biggest demand-side CDR initiative yet, backed by government and major banks. Boeing committed to 40,000 tonnes of durable removals through Carbonfuture. Climeworks chose Calgary for its Canadian HQ and could build its largest plant in Alberta. Meanwhile, the EU locked in its 90% emissions cut target — with a 5% carbon credit provision that explicitly opens the door for CDR. The demand side of the market is growing faster than the supply side can build. ...

China released its 15th Five-Year Plan this week. The headline number: a 17% reduction in carbon intensity (CO₂ per unit of GDP) from 2026 to 2030, with a 3.8% cut targeted for this year alone. Sounds ambitious. It’s not. The Math Problem Carbon intensity drops even if absolute emissions rise — you just need your economy to grow faster than your emissions. And that’s exactly what analysts expect to happen. ...