A new market report from DataM Intelligence projects the durable carbon dioxide removal (CDR) sector will grow from $702.75 million in 2025 to $36.27 billion by 2035, a CAGR of 48.14%. The report breaks down the market by technology, storage pathway, durability period, and feedstock source, with direct air capture with storage leading at 22% share and geological storage dominating at 37%. It also highlights recent deals like Vaulted Deep's $35 million debt financing, Microsoft's offtake agreements with CREW Carbon, and Japan Airlines' CORSIA-eligible CDR purchase from Climeworks. Beyond the numbers, the report lists notable 2025-2026 mergers and acquisitions, including Airhive's acquisition of Carbyon and Svante's purchase of Carbon Alpha, which signal consolidation in the DAC and BECCS space. While the aggressive CAGR forecast should be treated with caution, the concrete offtake agreements and policy moves like Japan's CDR Industrialization Roadmap show that durable removal is moving from pilot to commercial stage.
