Image: Carbon dioxide removal retirements in Mt, under different growth rates. Note: Mt = megatonne. Source: Carbon Direct.
Essential intelligence for climate decision-makers
Benchmark your purchasing strategy against leading buyers in the market
Compare action-led versus target-led demand scenarios through 2030
Master the contract structures that unlock lower-cost project finance
Identify which pathways have sufficient committed demand to build
Identify which CDR pathways face the greatest capital urgency
Assess the "valley of death" risk threatening high-durability CDR projects
Explore why regulatory delays carry mounting consequences
Compare compliance versus voluntary market dynamics and trajectories
Five actions buyers must take now
Use purchasing power wisely
Prioritize project diligence
Construct bankable contracts
Support market data transparency and CDR goals
Undertake project assurance
Inside the report
Supply risk analysis
Why over 80% of high-durability CDR capacity is at risk of not being realized without additional offtake
Demand forecasting
Three scenarios for what the market looks like by 2030
Offtake strategies
Best practices for structuring bankable contracts
Market data
Analysis of 288 million tonnes of credits across five major registries
Capital gaps
Where the $18 billion financing shortage exists across CDR pathways
Download the full report
36 pages, 13 data visualizations, 288 million tonnes analyzed
By the scientists at Carbon Direct | February 2026