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Net-Zero

🔓 How much CDR could the EU ETS integration unlock?

💶 That is the billion euro question. A new study sheds light on this, and the numbers are big: 68-86Mt/year of durable CDR demand, easily >€10b/year. 🇪🇺 We are just 1-2 months away from the European Commission’s proposal on how CDR is to be integrated into the world’s largest emission trading system. I’ve seen a number of opinions on the potential impact on such an integration. 📄 However, to my knowledge, this is the first peer-reviewed paper modelling the exact demand th

EU policy

May 10

💱 Are carbon pricing systems ready for carbon removal?

💬 Barely a week passes in which I don't hear something along the lines of "CDR is about to take off, country X already integrated it". ❎ As I am sure you know, I also believe that compliance markets are the future for CDR. But I also think that looking at ELIGIBILITY is not sufficient. 💰 Eligibility is just the first gate. Whether any meaningful market for CDR will actually emerge depends on a second, arguably more important factor: PRICE. 👇 Here is what I did: below you c

International Policy

Mar 17

📊 [POLL] EU CRCF: what’s next? How will CRCF units be used? 📊

📊 [POLL] EU CRCF: what’s next? How will CRCF units be used? 📊 🇪🇺 Last week, my feed filled up with news of the EU adopting the first three methodologies to certify permanent removals (DACCS, BECCS, BCR). 👏 This is a huge milestone which should be celebrated. 🤔 However, the biggest question of all still remains: what will CRCF units actually be used for first/primarily? 🤷‍♂️ The central critique of the CRCF from day 1 has always been the lack of clear use cases. Without

EU policy

Feb 11

🤔 Imagine you sat on 15Mt of wet residues and your goal was to do whatever is best for the climate? What would you do?

🏭 According to a recent study: BECCS / Bionenergy with Carbon Capture and Storage. All the way. It delivers around double the climate benefit of the next best solution: animal feed substitution. 🧑‍🔬 A bit more context on this fascinating study: the authors looked at a concrete use case, namely two Dutch coal-fired power plants to be converted to 100% BECCS. 📊 The residues in question were pellets from the U.S. and bagasse from Brazil. It then looked at the overall climate

CDR Market

Jan 22

🇩🇪 Germany just went big on CDR and we’re only getting started

💶 Last Friday, Germany made headlines with its announcement to spend almost €500m on CDR. This marks the pinnacle of a year full of positive news coming out of Europe’s biggest economy. 📄 Yesterday, the Board and Team of the Deutscher Verband für negative Emissionen e.V. (DVNE) met for our yearly (already third!) strategy day in Berlin. We reflected on what has been achieved and discussed the work ahead of us. Couple of highlights I’d like to share: 1️⃣ We’ve come so far: i

Dec 8, 2025