IEA

The International Energy Agency just dropped a data point that the carbon removal industry has been waiting for: CDR is officially one of the seven emerging energy sectors that have offset the decline in EV venture funding since 2021. In its State of Energy Innovation 2026 report, the IEA maps the full innovation pipeline — from early research to commercial-scale demonstration — and carbon removal sits alongside nuclear, next-gen geothermal, and critical minerals as the new magnets for venture capital. ...

IEA: Carbon Removal Now Captures One-Third of Energy Venture Capital The International Energy Agency’s State of Energy Innovation 2026 report delivers a milestone data point: carbon dioxide removal, alongside nuclear and next-gen geothermal, now accounts for approximately one-third of all energy venture capital investment — up from less than 5% in the late 2010s. Nearly 400 companies have been founded in these emerging sectors over the past decade, with over 60% launched after 2020. ...