Microsoft has paused some of its carbon removal activities, sparking debate about the stability of the carbon dioxide removal (CDR) market. As the largest corporate buyer in the sector, Microsoft's shift highlights the risk of relying on a single anchor buyer for industry growth. Industry leaders argue that the real bottleneck is supply rather than demand. While corporate commitments are high, most current projects operate at a scale far too small to meet the millions of tons required by major buyers. The focus is now shifting toward diversifying corporate buyers and securing government policy support to create a more stable market.
