Locked in or left behind? Why biochar offtakes are defining CDR in 2025

illuminem summarises for you the essential news of the day. Read the full piece on Supercritical or enjoy below:

🗞️ Driving the news: The carbon removal market is at a tipping point, with biochar offtakes key to stability
• Supercritical’s report finds 62% of 2025’s high-quality biochar capacity is already secured
• Corporate buyers are rushing to lock in long-term supply amid tightening market conditions

🔭 The context: Biochar is the choice for 80% of carbon removal buyers, but supply is shrinking fast
• Prices have climbed at a 29.2% CAGR over four years, making offtakes essential for cost control
• Late buyers risk being priced out or locked out of the market entirely

🌍 Why it matters for the planet: Demand for carbon removal is outpacing supply, increasing competition for high-quality credits
• Companies locking in offtakes now secure supply at predictable prices, saving up to 30%
• Without structured procurement, net-zero commitments could be jeopardized by shortages

⏭️ What's next: The biochar landgrab is underway—early movers gain strategic advantages while latecomers face rising costs
• Many assume supply will be available until 2029, but top-quality removals are being booked now
• Companies delaying action may struggle to meet net-zero targets as supply dries up

💬 One quote: “Without offtakes, buyers face price volatility and shortages—early movers are securing their future now.” — Supercritical

📈 One stat: 62% of 2025’s high-quality biochar capacity is already locked in, with 28% secured through 2026

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