Yama Carbon || DAC CDR Brief

DAC Technical Advances

• 🔥 Humidity-Enhanced Amine DAC: Humidity-enhanced direct air capture using amines illustrates operating conditions for...

Microsoft commits to 1 million high-quality CRUs from Liferaft's U.S. Midwest biochar facilities over 10 years.

• Durable sequestration: Biochar...

Emerging DAC innovations leverage ambient energy for lower costs:

• Low-grade hot water thermal: Enables scalable DAC despite high energy...

DAC Market Forecasts

• Acumen Research Projection: Global Direct Air Capture market valued at USD 70.2 million in 2023, projected to reach USD...

Microsoft deepens durable CDR commitment beyond DAC with 1M CRUs from Liferaft's US Midwest biochar facilities over 10 years.

• Tech details:...

Key advances in mineral carbonation for CCU:

• TCE's UK plant: Captures 40,000t CO₂/year from CHP, produces 80,000t pharma-grade sodium bicarbonate...

Vaulted Deep ranks No. 3 on Fast Company’s 2026 North America innovators list for subsurface injection of organic waste to lock away carbon.

Key 2025...

• Explosive growth aligned: From ~$66-70M today to $3B or $4.7B by 2032, with 61% and 60% CAGRs fueled by policies and investments.
• Tech contrast:...

• Academic advances: Dr. Yayuan Liu (Johns Hopkins) on electrochemical direct air capture via material design and interfacial engineering
• Industry...

CDR Funding Boosts

• 🔥 Sequestra Raises €3M Seed: Austrian startup Sequestra secured $3.4 million (€3 million) in seed funding led by VSE...

• IRA-900 beats FAA-3 on CO2 capture speed thanks to open pores, clustering, and extra gas/water pathways.
• Moisture swing drives low-energy release:...

Durable CDR advances via mineralization:

• Iceland ops: CO₂ captured from air near Hellisheiði plant, injected into basalt, solidifies in two years.
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Vienna's Sequestra bags €3M seed ($3.5M) led by VSE Beteiligungs, plus prior €1.1M pre-seed and €3.3M total last year—to shift from R&D to pilots.

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Biden-era LPO survives intact, funding clean energy like nuclear plants and transmission despite Trump rhetoric.

• Wright claimed 80% portfolio...

Key VCM governance upgrades make Rainbow the 9th CCP-Eligible program (v7+ rules):

• Robust MRV: Tighter VVB rules, audits, and performance...

Key risks from new report:

• Carbon removal market running ahead of government policy
• Weak demand threatens expansion
• Policy failing to match CDR complexity, blocking private capital for scaling

Critical gap for DAC/CDR growth.

Occidental Petroleum Updates

• 🔥 Occidental Petroleum highlights Carbon Removal Certification pilots and commercial offtake deals exceeding 1...

Airline trade body urges EU to reform ETS for all international flights, including those within Europe.

This signals aviation embracing broader...

Carbon capture technology creates new fibers for fashion directly from air pollution. Like making new paper from old newspapers, it produces raw materials for textile-to-textile recycling – a CCU path blending circular economy with DAC markets.

Occidental Petroleum advances DAC/CDR scaling with Carbon Removal Certification pilots and commercial offtake deals exceeding 1 MtCO2 through 2030. A blueprint for project bankability.