💵 $3.6b of private capital has been invested into CDR between 2021 and 2025 💵

🧐 However, one could argue that the money is not being allocated efficiently. Here’s why:

🏭 Technological concentration: 61% of all investment to date went to DACCS. While BiCRS follows with just 15% (of which Biochar Carbon Removal accounts for 5%). These numbers stand in stark contrast with deliveries, where BiCRS accounts for >95% while DACCS <0.1%. 

🌎 Geographical concentration: the U.S. and Switzerland account for 77% of all investment. The Global South for just 2%. Again, stark contrast with the >70% of all deliveries coming from the Global South.

➡️ What’s the takeaway here? I guess most investments have followed VC-type cases that could yield 10x/100x returns in years to come (and still might?), not necessarily the tried and tested companies that are actually delivering CDR right now. Still, it does feel like a bit of technological and geographical rebalancing might be on the horizon.

📜 That is just one of the many insights you can draw from CDR.fyi’s excellent “CDR Investment Landscape Report”. Really recommend checking out in full. I covered less than 5% of what’s in it with this post. From deal sizes, to funding stages, to investor types, and overarching yearly trends, it has it all. 

🖇️ Link here: https://lnkd.in/d78MRckP

👏 Huge shout out to CDR’s data wizard Tank Chen for putting this incredibly valuable resource together.

❓ What’s your read of the CDR investment landscape? What stands out from the report?