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🤔 What is really happening to Direct Air Capture?
📊 Lots has been written about this topic lately. Personally, I like to look at the data–not the gossip. That’s why I was so excited when I saw @cdr.fyi’s incredibly timely “Direct Air Capture Market Snapshot H1 2025” come out yesterday. 😬 On the surface, it doesn’t look good: of 167 DAC companies (as per @grant faber’s latest list - see comments), only 31 have made a sale, and only 2 (!) have delivered any CDR. 🤏 Almost 2.5Mt of DAC credits have been sold to date - of whic
Oct 15


😌 A sigh of relief for CDR in the U.S.? 😌
🇺🇸 It looks like the 45Q tax credit, which has been central to the scale up of the CDR industry in the U.S., particularly DACCS, is...
May 11
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