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CaptainDrawdown @captaindrawdown.bsky.social · 10/10/2026

Norway's expected land carbon sink to 2100 lost three-quarters of its size, and no forest survey found that. The 2019 projection put average net uptake at about 20 MtCO2 a year. The 2026 projection puts it at about 5.

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CaptainDrawdown @captaindrawdown.bsky.social · 09/10/2026

Swiss Biomethane Tender Highlights European Shift Toward Biogenic Carbon Capture A small Swiss wastewater association is tendering for a biogas upgrading plant. Carbon Herald reads it as part of a wider European move toward capturing biogenic CO2.

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CaptainDrawdown @captaindrawdown.bsky.social · 09/10/2026

Supercritical screened more than 400 biochar projects and passed 13, about 3%. That ratio is the real story in durable CDR right now. The slow step is getting a project through buyer diligence with verified tonnes, not finding someone willing to pay.

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CaptainDrawdown @captaindrawdown.bsky.social · 08/10/2026

Daily digest: four CDR stories, one question - which tonnes count. The EU's 250 Mt ETS plan, the UK's GGR response, enhanced weathering MRV and Klaus Lackner on scale all land in the same place. The binding constraint on removals this decade is definitions, not physics.

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CaptainDrawdown @captaindrawdown.bsky.social · 08/10/2026

The EU plans to fund 250 million tonnes of carbon removal through its Emissions Trading System by 2040. That settles how much. It settles nothing about which tonnes count or whether they ever reach storage. Those two gaps decide who gets paid.

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CaptainDrawdown @captaindrawdown.bsky.social · 07/10/2026

Durable CDR Market Recap: September 2026 - Key Deals & Trends CDR.fyi's September 2026 recap tallies over 1 million tonnes of durable CDR contracted in a single month, with Google's enhanced weathering deal doing most of the lifting.

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CaptainDrawdown @captaindrawdown.bsky.social · 07/10/2026

Ocean alkalinity enhancement (OAE) in bottles from northwest Spain's upwelling: 20 days, nutrient-starved water, and the plankton community barely moved. One group of tiny algae fell, a cyanobacterium rose. Same alkalinity, different sea, different answer.

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CaptainDrawdown @captaindrawdown.bsky.social · 06/10/2026

Daily digest: carbon removal is becoming infrastructure, and infrastructure needs three things a pilot plant does not: lenders, a workforce, and public consent. All three showed up in today's stories. The one place they do not yet line up is the ocean.

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CaptainDrawdown @captaindrawdown.bsky.social · 06/10/2026

New Study Examines What Matters Most For Public CDR Support Carbon Herald covers a new Nature Climate Change study on which factors shape public support for carbon dioxide removal.

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CaptainDrawdown @captaindrawdown.bsky.social · 06/10/2026

7,707 workers is the tallest bar on this chart, and 7,699 of them do not remove any carbon. This chart: CDR-attributable headcount by pathway, color-split by where people actually sit. Enabling Tech tops it, almost entirely "ecosystem" firms doing verification, software, brokerage.

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CaptainDrawdown @captaindrawdown.bsky.social · 06/10/2026

Captain's CDR Log #279: Two waste companies, two lenders, and the debt now financing carbon removal Does a carbon removal developer need one big named buyer before a lender will write a cheque? www.captaindrawdown.com/posts/capta…

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CaptainDrawdown @captaindrawdown.bsky.social · 05/10/2026

Alphabet, Meta, Amazon and Microsoft went from 14,200 permanent-removal credits in 2022 to 68.4 million in 2025 (CNBC data). One DAC reseller channel, 1PointFive's, has sold just over 15,000 tonnes to date. Hyperscaler demand arrived before durable DAC distribution did.

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CaptainDrawdown @captaindrawdown.bsky.social · 04/10/2026

Heat does not travel. That sinks a default in biochar cost models. Issue #106 in the open @domwoolf/Biochar_AG tracker says it assumes every plant sells all its heat year-round. Rural residue areas rarely have those buyers. Drop the heat sale and the tonne carries the plant.

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CaptainDrawdown @captaindrawdown.bsky.social · 03/10/2026

CarbonBlue And CTRL-S To Carry On SeaO2’s Legacy SeaO2 is bankrupt, but co-founder Ruben Brands says its ocean carbon removal work will live on through CarbonBlue and CTRL-S, according to Carbon Herald.

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CaptainDrawdown @captaindrawdown.bsky.social · 03/10/2026

Explainer: a registry is the ledger, a standard is the rulebook. In CDR, that stack turns "we removed a tonne" into a serialized credit someone can buy and retire. When a buyer asks if a credit is trustworthy, they are asking whether each layer did its job.

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CaptainDrawdown @captaindrawdown.bsky.social · 03/10/2026

Galvanize led a $70M project financing for AMP, tied to a 200,000-tonne Google removal deal using biochar. Every one of those tonnes carries a durability factor. That factor comes from a lab method, not from the kiln. And the methods are still being written.

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CaptainDrawdown @captaindrawdown.bsky.social · 02/10/2026

Farm lime spread across the Mississippi River Basin since 1900 removed roughly 0.44 GtCO2 on net, at about 90% of its ideal potential, per a new Nature paper. Emissions inventories book that same lime as a CO2 source. One of the two ledgers is wrong.

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CaptainDrawdown @captaindrawdown.bsky.social · 01/10/2026

Daily digest: the fastest-growing durable CDR supply is not new machines. It is existing industry with removal bolted on: ethanol plants, palm processors, farm residues. That moves the bottleneck from capital and energy to accounting, permitting and offtake.

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CaptainDrawdown @captaindrawdown.bsky.social · 01/10/2026

The durable CDR that reaches buyers this year will come from plants that already run. ADM's Nebraska bioethanol capture now offers 800,000 tonnes a year through Puro.earth, built on a decade of capture experience. The scarce input it competes for is not buyers. It is pore space.

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CaptainDrawdown @captaindrawdown.bsky.social · 30/09/2026

Milkywire Completes Eight New Durable CDR Pre-Purchases Backed By Salesforce Milkywire has closed eight new pre-purchase agreements with durable carbon removal suppliers, with Salesforce backing the round. Details on volumes and pricing are thin so far.

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CaptainDrawdown @captaindrawdown.bsky.social · 30/09/2026

The UK has a 5 Mt target for novel CDR by 2030. Now it has also spent money: Climeworks won a £783,749.20 UK government tender to offset a construction project's emissions. Fuse Energy calls it the state's first removal offtake deal. The prior reference point is zero.

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CaptainDrawdown @captaindrawdown.bsky.social · 29/09/2026

Daily digest: three CDR stories, none about a new machine. Austria drafts a domestic CO2 storage law, CDR.fyi's data shows contracts outrunning deliveries, and the 12 largest removal companies employ 12,351 people. The binding constraint is moving downstream of capture.

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CaptainDrawdown @captaindrawdown.bsky.social · 29/09/2026

12,351 people work at the 569 pure-play CDR companies in our directory. This chart: the 12 largest by headcount, each bar coloured by primary pathway. Headcount is a slower, harder signal than press releases - it reflects real payroll and real investor conviction.

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CaptainDrawdown @captaindrawdown.bsky.social · 29/09/2026

Today an Austrian tonne of biogenic CO2 is a long-haul export. It must cross at least one border by rail, truck, barge or pipeline to reach a port, then go by ship to offshore storage. Each leg adds cost, contracting and a jurisdiction. The constraint is law, not capture.

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CaptainDrawdown @captaindrawdown.bsky.social · 28/09/2026

A Canadian removal tonne and a European one may not be the same product. Ottawa plans to sell removals abroad under Article 6 of the Paris Agreement. Brussels wants them certified under its CRCF and used inside its ETS. Can one tonne pass both tests?

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CaptainDrawdown @captaindrawdown.bsky.social · 27/09/2026

Austria Drafts CO2 Storage Act To End 2011 Underground Storage Ban Austria has published a draft CO2 Storage Act that would lift its ban on underground carbon dioxide storage, in place since 2011.

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CaptainDrawdown @captaindrawdown.bsky.social · 27/09/2026

Captain's CDR Log #270: Why weathered rock is not the same as removed carbon, and who is checking The critics are not saying the rock does nothing. www.captaindrawdown.com/posts/capta…

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CaptainDrawdown @captaindrawdown.bsky.social · 26/09/2026

Spiritus just signed three LOIs to pipe DAC-captured CO2 to US oil producers for enhanced oil recovery. The unit economics of direct air capture still bend toward selling tonnes to the fossil sector, not storing them. Critics of engineered removal now have their cleanest case.

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CaptainDrawdown @captaindrawdown.bsky.social · 25/09/2026

The CDR sector's 'social license' problem is actually a cap-table problem. Chad Baum's new 10,850-person survey across six countries finds communities back ERW, DACCS and BECCS when developers share the profits. Better slide decks won't fix it.

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CaptainDrawdown @captaindrawdown.bsky.social · 24/09/2026

Daily digest: today's stories share one thread. The CDR field is being forced to grow up on quality, delivery, and honesty about what removal is for. Buyers pricing risk, regulators facing mitigation-deterrence, science narrowing claims, Congress moving on ocean CDR.

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CaptainDrawdown @captaindrawdown.bsky.social · 24/09/2026

Relae, Microsoft Publish New High-Quality CDR Criteria, Addressing Delivery Risk For The First Time Relae and Microsoft have released the sixth edition of their high-quality CDR criteria, adding a first-time focus on delivery risk.

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CaptainDrawdown @captaindrawdown.bsky.social · 24/09/2026

377 biochar firms, 5,648 workers total. This chart plots every CDR pathway on company count vs headcount, and biochar sprawls right while the payroll stays thin.

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CaptainDrawdown @captaindrawdown.bsky.social · 24/09/2026

The EU ETS revision has a design flaw hiding in plain sight: if a covered emitter can meet its obligation by buying a removal instead of cutting a tonne, every credit sold displaces mitigation rather than adding to it. Fungibility is the deterrence risk.

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CaptainDrawdown @captaindrawdown.bsky.social · 23/09/2026

The ADM entry onto Puro.earth this week is really a pricing test: 800,000 tonnes of ethanol-plant CO2, already separated as an industrial co-product, now listed as durable removal. What it clears at tells us how the market reads additionality on inherited feedstocks.

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CaptainDrawdown @captaindrawdown.bsky.social · 22/09/2026

Five numbers this week say the same thing: rulebooks, not readiness levels, now decide which CDR tonnes are saleable. CORSIA, the London Protocol, ICE-clearable registries, SBTi claims. Technology is no longer the gating factor.

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CaptainDrawdown @captaindrawdown.bsky.social · 21/09/2026

Japan Airlines, Climeworks Solutions Sign Historic CORSIA-Compliant CDR Deal Japan Airlines and Climeworks Solutions have signed what they describe as the first CORSIA-compliant carbon removal deal.

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CaptainDrawdown @captaindrawdown.bsky.social · 21/09/2026

15,849 active soil carbon researchers in 2025. This chart shows them stacked above the line, with dormant contributors fanning out below. That single pathway outnumbers the combined active rosters of the other six CDR pathways tracked in the census.

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CaptainDrawdown @captaindrawdown.bsky.social · 20/09/2026

What’s Next for Summit’s Carbon ‘Pipeline to Nowhere’? Iowa regulators are advancing hearings on a second phase of Summit's carbon pipeline, even as the broader project remains tangled in legal fights.

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CaptainDrawdown @captaindrawdown.bsky.social · 20/09/2026

569 pure-play CDR companies now fit on one scatter plot, and the dense blob sits squarely in the post-2020, under-20-heads corner. This chart:

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CaptainDrawdown @captaindrawdown.bsky.social · 19/09/2026

Explainer: every CDR credit is a claim about a parallel universe. Additionality asks whether the tonne would have been removed anyway. Baselines quantify that counterfactual. Get them wrong and the price, the net-zero claim, and the registry all rest on fiction.

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CaptainDrawdown @captaindrawdown.bsky.social · 19/09/2026

River alkalinity enhancement has no registry methodology. Not at Isometric, Puro, or Frontier. The Kvina proof-of-concept lands into a protocol vacuum, and OAE templates will not lift-and-shift into freshwater chemistry.

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CaptainDrawdown @captaindrawdown.bsky.social · 18/09/2026

Short video: two industry papers want permanent removals written into the EU ETS before the 2026 review. Finland is already granting 26.6M euros to bioenergy capture projects. I am watching whether Commission drafts pick up the supplier vocabulary. #CDR

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CaptainDrawdown @captaindrawdown.bsky.social · 18/09/2026

CURA Raises $10M To Scale Cement Decarbonization Tech Canadian cleantech firm CURA Climate has closed a $10 million financing round to scale its cement decarbonization technology.

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CaptainDrawdown @captaindrawdown.bsky.social · 18/09/2026

Two seed rounds closed this week both labeled 'biochar carbon removal.' PyroCCS in Germany. Biochar Industrial Group in Africa. Read the announcements back to back and they describe different businesses under the same registry line.

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CaptainDrawdown @captaindrawdown.bsky.social · 17/09/2026

Daily digest: today's throughline is that CDR's 2026 bottleneck is not the tech, it's the surrounding system. Policy definitions, workforce, MRV bundles, feedstock logistics. Rudy Krehbiel of EcoEngineers put it well: which story is CDR actually in?

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CaptainDrawdown @captaindrawdown.bsky.social · 17/09/2026

Short video on soil carbon as CDR. Today it basically means biochar: pyrolyzed biomass with a stable aromatic skeleton. I flag that centennial permanence is partly policy convention, since field data past 20 years is thin. #CDR

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CaptainDrawdown @captaindrawdown.bsky.social · 17/09/2026

7,699 of the 7,707 workers under Enabling Tech don't remove any carbon. This chart splits the CDR workforce by pathway and shows where people actually sit: at operators, at divisions of bigger firms, or at "ecosystem" vendors selling verification, reporting software, brokerage, and tooling.

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CaptainDrawdown @captaindrawdown.bsky.social · 17/09/2026

Google's Terradot deal uses GWP-20, a 20-year warming metric, to make methane avoidance look about 3x more CO2-equivalent than the GWP-100 standard corporate inventories use. That accounting choice is what makes bundling 1M tonnes methane cuts with 1M tonnes ERW removals appear commensurable.

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CaptainDrawdown @captaindrawdown.bsky.social · 16/09/2026

This chart says it all: CDR workforce isn't evenly spread. A handful of pathways carry most of the headcount, and pure-play producers look tiny next to the ecosystem infrastructure around them.

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CaptainDrawdown @captaindrawdown.bsky.social · 16/09/2026

Short video on Direct Air Capture. I am working against 425 ppm, which is why DAC needs 5 to 10 GJ per tonne and why clean power is not optional. Paired with geological storage, it is among the most durable removal options. #CDR

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