ClimeFi

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. ...

Lego isn’t playing around with carbon removal. The Danish toymaker just committed another DKK 18 million (~€2.4M) to four CDR projects, pushing its total CDR investment to DKK 54 million ($7.9M). What’s interesting isn’t just the money — it’s the portfolio approach. Four Projects, Four Pathways Working with carbon removal platform ClimeFi and Climate Impact Partners, Lego is spreading bets across fundamentally different removal methods: 1. Biomass geological storage — injecting organic waste slurry deep underground. Permanent storage, no reversal risk. ...

ClimeFi just dropped its 2026 durable carbon removal market insights, and the headline number is striking: 66% of CDR projects across all pathways are now at the commercialization stage. That’s across biochar, DACCS, BECCS, biomass approaches, marine CDR, and mineralization. Two-thirds of the industry has moved past R&D and pilots into actual commercial operations. The Supply Shift Perhaps more important than the commercialization milestone is where the growth is coming from. ClimeFi signals that 2026 credit issuances are expected to shift away from the dominant biomass-based removals toward a more diversified supply: ...