Captain's CDR Log #102: When Your Biggest Customer Walks Away, Co-Benefits Become a Lifeline

Sun, 12 Apr 2026 12:01:30 +0200

Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all.

The CDR industry doesn’t have a demand problem. It has a customer concentration problem. And Microsoft just made that painfully clear.

Robinson Meyer broke the news this week: Microsoft Is Pausing Carbon Removal Purchases, with the tech giant accounting for more than 90% of industry volume last year. Read that number again. More than ninety percent. When one buyer represents that much of your total market, you don’t have a market. You have a dependency. James Temple put it plainly: “MSFT is the carbon removal market, so if this is anything more than a brief pause, it’s a v. big deal & v. bad news for an already shaky sector.” - James Temple (@jtemple.bsky.social)

Synthesis on CaptainDrawdown (AI)

Captain's CDR Log #102: When Your Biggest Customer Walks Away, Co-Benefits Become a Lifeline