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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. ...

Carbon Herald just published UP Catalyst Partners With SGC Energy To Scale CO2-to-Carbon Materials In Korea. Carbon Herald reports that Estonia-based UP Catalyst has entered a partnership with SGC Energy to deploy its carbon utilization technology in South Korea. The collaboration is aimed at converting captured CO2 into carbon materials such as graphite and carbon nanotubes, which are used in batteries and other industrial applications. SGC Energy, part of the Samyang Group, brings local industrial scale and energy infrastructure to support deployment. The agreement positions UP Catalyst’s molten salt electrolysis process for commercial scaling in the Korean market, where demand for battery-grade carbon materials is significant. ...

Novocarbo, a German climate tech company specializing in biochar-based carbon removal, has signed a long-term partnership with Stadtwerke Dessau, the municipal utility serving the city of Dessau in Germany. The deal will see Novocarbo supply both biochar carbon removal credits and renewable heat to the utility, a pairing that highlights how CDR infrastructure can double as local energy infrastructure. Why it matters Municipal utilities are not the buyers most people picture when they think about carbon removal demand. The typical CDR customer profile skews toward big tech companies and corporate sustainability teams chasing net-zero pledges. A German Stadtwerk, a publicly owned local utility, signing a long-term biochar deal signals something different: CDR is starting to find a home in the mundane, essential business of heating buildings and managing local energy supply. That’s a distribution channel worth paying attention to. ...