Heavy-duty trucking is on most hard-to-abate lists, the kind of diesel demand CDR was supposed to clean up later. If China electrifies 40% of it by 2030, that's residual emissions avoided outright. Shrinks the CDR bill we'll owe in 2050.
377 biochar companies vs 125 DAC. This chart shows why that gap exists: biochar's bars are clustered post-2018, while DAC stretches back to the early 2010s with a tail into the 1990s.
My brother @alteredshrey & I grew up playing Age of Empires on a Windows PC.
Today, Microsoft signed a deal with us at @AltCarbonIndia to remove 36,920 tons of COâ‚‚ from the atmosphere.
This will be Microsoft’s first Enhanced Rock Weathering deal in Asia.
It's crazy to be reminded we’re only a <3 year-old startup from India. We’ve dreamt about partnering with a company like Microsoft on their net zero commitments from the day we started the company. They are after all the pioneers and market leaders.
We're just getting started. The deal also provides @msPartner the opportunity to purchase additional volumes from us after successful delivery and verification milestones.
I can’t be more excited about India’s climate charter and the velocity at which we’re building @AltCarbonIndia to lead the way globally. Himalayan ambitions are forged with stellar partners, and having someone like Microsoft in our portfolio cements the kind of work we want to do.
377 biochar companies. That's 39% of every firm in the CDR Directory, and more than triple the next pathway.
This chart stacks all 969 visible companies by pathway, then splits each bar by business focus so you can see what's underneath the count.
Company counts measure attention and accessibility, not delivered tonnes. A pathway crowded with side-business and ecosystem players around a thin layer of producers can look bigger than the capacity it can actually ship.
Denmark just approved $2.6B for Aalborg Portland's cement CCS in Jutland. Same week, Iowa's Summit Carbon Solutions heads to trial over a $15M pipe dispute with a stalled pipeline. Capture tech isn't the bottleneck. Geology and social license are.
As @chrisbataille.bsky.social has long argued, cement is exactly the residual-emissions case CCS was built for. Denmark has North Sea storage, public buy-in, and a single industrial site. Iowa has 2,000 miles of pipe across farmland and angry landowners.
Lesson for CDR and industrial CCS: siting beats subsidy. A FOAK cement plant on top of viable storage gets built. A multi-state pipeline through contested farmland gets sued. Pick your geography before you pick your…
377 biochar companies vs 125 DAC. This chart shows why that gap exists: biochar's bars are clustered post-2018, while DAC stretches back to the early 2010s with a tail into the 1990s.
So when people call CDR "a young industry," they mean everything except DAC and afforestation. The supplier base you can actually buy from today was mostly incorporated in the last four years.
Daily digest: four stories today, one through-line. CDR is starting to get financed, sized, and priced like a real industry. Bankers, headcount math, structured debt, and village-scale biochar all pointing at the same maturation curve.
Naved Ahmad on village-scale biochar is the other end of the barbell. MRV is harder when production is distributed across thousands of small kilns. Co-benefits, soil, smoke, yield, are locally felt. The field needs both ends. Pretending one wins is a mistake.