Yama Carbon || DAC CDR Brief

CDR Buyer Activity

• 🔥 Frontier Expansion: Stripe-led Frontier commits another $915 million to purchase future carbon removals from durable...

Burckhardt Compression's order for Northern Lights highlights expanding CO2 transport and storage capacity. The project, operational since 2025, ships captured CO2 to an onshore terminal in Øygarden, Norway, for secure North Sea storage.

DAC costs are expected to remain high while biomass and enhanced rock weathering face scale caps, potentially weakening DAC's competitive edge despite rising corporate commitments.

Despite growing industry momentum, core engineering science questions in direct air capture remain underexplored, with CanCO2Re researchers stressing...

Frontier's additional $915 million offtake pledge builds on its 2022 launch with $925 million in backing, channeling pooled capital into future purchases of durable carbon removals and signaling sustained buyer appetite for scaled CDR solutions.

North America's Pressure Swing Adsorption modules market is expanding on the back of policy support, including the U.S. 45Q tax credit for CCS and the Inflation Reduction Act.

Around 40 European industrial firms, including BASF, Thyssenkrupp and ArcelorMittal, have called for decisive EU intervention to halt escalating ETS...

The Corporate Net-Zero Standard V2 leads organizations to transition to a low-carbon economy, ensuring sustainability moves beyond policy alone.

Frontier Coalition Expansion

• 🔥 New $915M Commitments: Google, Anthropic and other tech companies committed nearly $915M through Frontier for...

The 45Q tax credit of up to $85 per tonne for DAC is spurring the amine-grafted sorbent particles market across Northern America, supported by Canada's rising carbon price.

• Anthropic becomes first pure AI startup in Frontier, nearly doubling pledges to $1.8B and marking a key demand signal from tech buyers for durable...

MCi Carbon has started CO2-to-minerals production at its Myrtle demonstration plant, capturing 2,500 tCO2/year from Orica's nearby ammonia facility....

Frontier’s additional $915 million pledge nearly doubles its total commitments to $1.8 billion, targeting durable removal methods including direct air...

California's first carbon storage injection by California Resources Corporation into depleted reservoirs marks a major CCS milestone, unlocking...

The enhanced 45Q tax credit is accelerating CO₂ pipeline infrastructure by improving project economics for carbon capture and storage.

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USTC-12-Fe2Mn achieves efficient CO2 photoreduction in low-concentration atmospheres, highlighting microenvironment effects as key to low-energy direct air capture approaches.

Europe must build a fleet of 65 CO2 carriers and develop 33 ports by 2050 to move captured emissions to offshore storage sites, warns a new Xodus...

Protein-based beads from dairy and tofu waste captured 97 mg of CO2 per gram in ambient air tests—10-50% better than standard systems—while using...

Heirloom Carbon Technologies and TKMS are building large-scale direct air capture infrastructure in Alberta through new industrial partnerships. The project taps regional geology and existing industry to accelerate gigaton-scale carbon removal.

EU ETS Policy Shifts Affecting CDR

• 🔥 International Credits Integration: Gradual introduction of international carbon credits into the EU ETS...