CDR Supply Is Tightening: Only 52% of 2026 Still Available
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. ...