🚴 Tour de Freiburg: Tyred but inspired

🔥 Biochar is about to ignite

🌲 That is my resounding takeaway from a long-needed catch-up with Hannes Junginger jungiger cycling through the gorgeous autumnal Black Forest.

📈 What has changed? Years of consistent growth and deliveries seemed to have finally turned skeptics around. And newcomers to the market - buyers and investors alike - are seeing biochar carbon removal (BCR) for what it is: the most shovel-ready, reliable, mature durable CDR technology available today.

My read of the current situation:

🌬️ DACCS will actually get us to net-zero, but not reach big volumes anytime soon.

🏭 BECCS/BioCCS will deliver huge volumes in the medium-term, but (unsubsidised) costs will remain fairly high (>€250/t).

🚜 ERW will need a few more years to nail down MRV, but could then scale more affordably than anything else (<€100/t).

🌊 OAE and other approaches are even further out

🪨 BCR, on the other hand, can and has delivered durable CDR at €130/t-€200/t at scale (already 658Kt), growing at a CAGR of over 130%, and gathering regulatory support even from climate skeptics due to its incredible co-benefits.

🔮 Hannes and I predict that we will see a step-change in the market.

🤔 What is your take? Do you agree/disagree with this assessment? Why?

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