Rising NBS/mCDR supply pressures engineered DAC demand
Key Questions
What recent developments are scaling Nature-Based Solutions (NBS) for carbon removal?
Key scaling efforts include Octopus-Cultivo's $60-100M investment, the Biomass Coalition's 17 projects, Google's AMP targeting 200kt by 2030, and Liferaft's 1M tonne biochar deal with Microsoft. Climate Partners allocates 95% of its portfolio to NBS, boosting supply amid Big Tech's demand for durable CDR.
What is the Liferaft-Microsoft carbon removal deal?
Liferaft announced a 10-year agreement with Microsoft for 1 million tonnes of carbon removal using biochar. This partnership underscores growing buyer commitment to NBS scaling.
How is rising NBS supply impacting Direct Air Capture (DAC) demand?
Increasing NBS supply from initiatives like those listed pressures engineered DAC demand, especially as Big Tech prioritizes durable CDR options despite weak overall demand and policy support. Global South CDR potential adds further competition, with tactical focus on Yama for MRV and permanence.
NBS scaling (Octopus-Cultivo $60-100M, Biomass Coalition 17, Google-AMP 200kt/2030, Liferaft-MSFT 1M biochar); Climate Partners 95% NBS; Big Tech AI boosts durable CDR amid weak demand/policy. Global South CDR potential. Tactical: Yama MRV/permanence.