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Heatmap News just published The Sorry State of Carbon Removal. Heatmap News covers the third State of Carbon Dioxide Removal report, a collaboration among researchers at Wisconsin-Madison, Maryland, Oxford, the Potsdam Institute, and the German Institute for International and Security Affairs. The report estimates that humans intentionally remove about 2.2 billion tons of CO2 per year, roughly 5% of annual emissions, almost entirely through conventional methods like tree planting, forest management, soil sequestration, and wetland restoration. Novel approaches such as direct air capture, BECCS, enhanced weathering, and biochar account for less than 1%, growing from 1.4 million tons in 2023 to 2 million in 2025. To stay on a 1.5C path, novel removal would need to reach 70 million tons by 2030 and 360 million by 2035. ...

CDR.fyi just published 2026 Q1 Durable CDR Market Update - From Promise to Proof. CDR.fyi’s Q1 2026 update finds 2.3 million tonnes of durable CDR contracted, roughly 5.6x Q1 2025 volume. Microsoft anchored the quarter with a single 1-million-tonne deal, while 112+ other buyers contracted 1.3 million tonnes between them, the third-highest non-Microsoft quarterly figure on record. Biochar dominated, making up 93% of contracted volume and all top five transactions. Deliveries reached 145K tonnes and retirements just over 100K tonnes, both second-highest on record, with deliveries up 67% year over year. Intermediaries facilitated 74% of contracted tonnes, a record share. ...

Heatmap News just published The AI Boom Needs Carbon Removal. In an opinion piece for Heatmap News, Climeworks CEO Christoph Gebald contends that the rapid buildout of AI data centers is locking in new fossil fuel emissions, since natural gas is the power source that can be deployed fast enough to meet demand. He cites IEA projections that global data center electricity use could more than double to around 945 terawatt-hours by 2030, roughly equal to Japan’s current demand. With a five-year backlog for combined-cycle gas turbines, some operators are turning to more carbon-intensive single-cycle units. Gebald argues that carbon removal, including direct air capture and nature-based methods, should be priced into digital infrastructure as a complement to clean energy. ...

CDR.fyi just published Durable CDR Market Recap: April 2026 — Key Deals & Trends. CDR.fyi’s monthly market recap reports about 1.14 million tonnes of durable CDR contracted in April 2026. The largest deal was North Star Carbon Solutions, a Meadow Lake Tribal Council and Svante partnership, signing a 15-year, 626,000-tonne offtake with Microsoft from the North Star BECCS Project. JPMorgan Chase signed a 10-year, 60,000-tonne agreement with Graphyte covering its Arkansas facility and a planned Arizona site. Exomad Green and Supercritical agreed on up to 500,000 tonnes of biochar through 2028, and Boeing bought 20,000 credits across six suppliers in four countries. Climeworks, NTT Data, CUR8, Isometric, Sensirion, ClimeFi, and VodafoneZiggo also appear in new partnerships. ...

The buyer-supplier price gap for durable carbon removal narrowed from $107 per tonne to $98 per tonne over the past year, and survey respondents expect it to shrink to roughly $48 per tonne by 2030. But here is the catch: durable CDR is unlikely to broadly hit the $100 per tonne benchmark by 2030, according to the second annual CDR.fyi/OPIS pricing survey released this week. That finding kills a comforting story the market has told itself for years. The $100 per tonne number was always a slogan more than a forecast, and the data now suggests buyers waiting for that price before engaging may be waiting through a supply squeeze. ...

Carbon Herald just published New Deal Advances CO2 Storage Plans For England And South Wales. Carbon Herald reports that a new deal has been signed to develop a carbon capture and storage hub at Avonmouth Docks, advancing infrastructure plans aimed at industrial emitters across England and South Wales. The agreement is presented as a step toward building out CO2 handling and transport capacity in the region, connecting capture sites with storage routes. The piece frames the project within broader UK efforts to scale CCS as part of decarbonisation strategies for hard-to-abate sectors. Specific operators and project partners are named in the original article, along with the role Avonmouth could play as a regional collection point. ...

Carbon Herald just published Deep Sky Enters DAC-Focused Strategic Partnership With ENGIE. Carbon Herald reports that Canadian carbon removal developer Deep Sky has entered a strategic partnership with multinational energy company ENGIE, centered on direct air capture (DAC) projects. The collaboration brings together Deep Sky’s role as a project developer and aggregator of DAC technologies with ENGIE’s experience in large-scale energy infrastructure. The article frames the deal as part of Deep Sky’s broader push to scale carbon removal capacity and connect captured CO2 to permanent storage. Additional context in the piece points to related CO2 storage planning activity in England and South Wales tied to the partners’ broader ambitions. ...

Carbon Herald just published Verde And Isometric To Commercialize A New Category Of Carbon Credits. Carbon Herald reports that Verde Resources has signed a strategic partnership with Isometric to commercialize what the companies describe as a new category of carbon credits. Isometric operates as a carbon removal registry focused on scientific rigor in measurement and verification, while Verde Resources develops nature-based and engineered removal projects. The collaboration is positioned as a step toward expanding the menu of credit types available to corporate buyers, though the article frames the announcement around the partners’ intent to standardize methodology and issuance for the new category. Specific issuance volumes, pricing, and buyer commitments are not detailed in the recap. ...

Heatmap News just published Carbon Removal After Microsoft. Heatmap News reports that Microsoft, by far the largest buyer of carbon removal credits, has informed suppliers it is pausing new purchases. The company bought more than 70 million tons of CDR credits in recent years, including 45 million tons last year alone, dwarfing the next largest buyer Frontier at 1.8 million tons total since 2022. Microsoft says the pause is not permanent and that its 2030 carbon negative goal remains in place, framing the change as a pacing adjustment. Industry analysts quoted in the piece say many CDR startups built business models that effectively assumed Microsoft would be the backstop buyer, and a pullback removes roughly 80% of annual demand. ...

Carbon Herald just published Ongoing Dilligence: Chasing Offtake In Carbon Removal Today. In a contributed piece on Carbon Herald, David LaGreca, managing director of Carbon Markets at EcoEngineers, walks through the offtake landscape facing carbon dioxide removal projects. The article frames offtake as an ongoing diligence exercise rather than a one-time deal, looking at how developers approach buyers, structure contracts, and manage delivery risk. It speaks to the practical challenges of moving CDR projects from announcement to revenue, including buyer expectations, verification readiness, and the gap between letters of intent and binding purchase agreements. The framing reflects an advisor’s view of where the friction sits between sellers and corporate purchasers in the current market. ...