Yama Carbon || DAC CDR Brief

Corporate CDR Offtake Activity

• 🔥 Microsoft-BioCirc BECCS Deal: Microsoft signed a 7-year agreement to purchase up to 650,000 tons of carbon...

MRV for carbon removal draws on satellite imagery, geochemical sampling, and life cycle analysis to verify removal volumes and confirm long-term storage. This multi-method approach addresses core transparency needs for credible CDR.

After reports last month that Microsoft had paused carbon removal buys, the company just signed its first major deal since: a 650,000-ton agreement...

The energy-intensive regeneration step in both DAC and DOC—often requiring 900°C heat from natural gas—remains a core deployment barrier, creating...

The 380% price premium for carbon removal underscores its unique value for buyers targeting durable CDR, delivering permanence and drawdown that...

The like-for-like framework offers clear rules for pairing residual emissions with suitable CDR to achieve lasting net zero.

• Lifetime-based...

Grid decarbonization is key to carbon capture success, with IEA projections showing net-zero by 2050 will require removing around one billion tonnes of CO2.

Durable CDR contracting hit a new Q1 record in 2026 with 2.3 million tonnes contracted—over 5x the prior year's volume.

• Microsoft drove 43% of the...

EU CDR Policy Developments

• 🔥 CDR Buyers' Club Paper: A discussion paper explores design options for an EU Carbon Removals Buyers' Club to...

Electrochemical approaches are emerging as efficient options for CO2 handling:

• Verdox uses an electrochemical absorption method that requires no...

The new CBAM implementing act introduces key rules for international credits and import adjustments.

• 10% cap on Article 6 credits applies from...

A coordinated EU CDR Buyers' Club of companies committing to purchase verified carbon removals could close the gap in EU demand and accelerate durable CDR offtakes.

The ERW discussion needs to shift from whether it works to identifying cost-effective deployment conditions and co-benefits for farmers.

• MRV focus:...

Singapore has launched a carbon credit financing coalition that will procure at least 10 million credits by 2030 while channeling capital into...

A new discussion paper examines key design options, trade-offs, and emerging directions for an EU Carbon Removals Buyers' Club to advance durable CDR offtake.

DAC Cost-Effectiveness Study

• 🔥 Renewables Outperform DAC: A peer-reviewed analysis in Communications Sustainability finds that spending on...

The durable carbon dioxide removal market is expanding at a 48.14% CAGR, highlighted by Heirloom Carbon Technologies' January 2026 launch of an...

A peer-reviewed study finds direct air capture delivers far less climate and health benefit per dollar than solar or wind across U.S. regions through...

Article 6 and CORSIA rules now dictate credit usability after COP29, with Corresponding Adjustments emerging as the core value driver amid airline and...

A qualified facility under 45Q includes any direct air capture facility with construction beginning before January 1, 2026. This explicit cutoff directly determines eligibility for facilities racing to meet the timeline.