二氧化碳去除技术：市场概况与承购

Carbon DioxideRemoval Technologies:Market Overview and Offtake W H I T EP A P E RM A R C H2 0 2 6 Contents Foreword3 Executive summary4 1Introduction6 1.1What is carbon removal?61.2Why are carbon removal contracts the key to unlocking6transformative net zero progress?1.3What are the challenges in unlocking CDR progress?71.4What is the objective of this paper, specifically in helping8to address the challenges in unlocking CDR progress? 2CDR technologies 2.1What are the different technologies?92.2What is the current scale of deployment vs. the future scale12of deployment?2.3What will affect scalability of these technologies?17 3CDR offtakes 213.1For signed offtakes, what are typical buyer and supplier profiles?213.2For signed offtakes, what do contracts typically include26and how do they compare across CDR technology?3.3What are key insights (similarities and differences) for offtakes28in the CDR space? Conclusion29 Contributors30 Endnotes31 Disclaimer This document is published by theWorld Economic Forum as a contributionto a project, insight area or interaction.The findings, interpretations andconclusions expressed herein are a resultof a collaborative process facilitated andendorsed by the World Economic Forumbut whose results do not necessarilyrepresent the views of the World EconomicForum, nor the entirety of its Members,Partners or other stakeholders.©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopyingand recording, or by any informationstorage and retrieval system. Foreword Ilya KhaykinPartner and Head of ClimateRisk and Sustainable Finance,Americas, Oliver Wyman Noam BoussidanProgramme Head,First Movers Coalition,World Economic Forum Amid accelerating climate impacts, the raceto stay in line with targets under the ParisAgreement demands both deep emissionsreductions and large-scale carbon removal. Thechallenge is formidable: heavy industry, transportand agriculture continue to emit billions of tonnesof CO2annually, while the atmospheric stock ofpast emissions keeps rising. Achieving climatestability therefore depends not only on cutting newemissions but on removing existing ones – at scaleand with durability. carbon removal projects, transforming demandinto a driver of innovation and cost reduction. This paper builds on that mission. Developed by theWorld Economic Forum, in collaboration with OliverWyman and with data and intelligence providedby ClimeFi, it provides a data-driven overview ofthe CDR market and offtake landscape. Drawingfrom aggregated marketplace data and industryinterviews, it maps the evolving profiles of buyersand suppliers, identifies emerging financing andcontracting trends and explores the dynamicsshaping market bankability and scalability. Carbon dioxide removal (CDR) technologiesare quickly moving from the margins to themainstream of the climate transition. Onceconsidered speculative, they are now emergingas credible, investable pathways – ranging fromdirect air capture (DAC) and bioenergy withcarbon capture and storage (BECCS) to biocharand enhanced rock weathering (ERW). Thesetechnologies are moving from concept to earlycommercialization, backed by growing corporatedemand, policy incentives and a new generation ofinnovators and financiers. Yet the market remainsnascent: fragmented standards, unclear accountingrules and limited capital flows to cover high costscontinue to constrain deployment. Its findings reveal both progress and paradox:while corporate offtake commitments are increasing,long-term investment remains constrained byregulatory ambiguity, fragmented markets,high costs and the absence of standardizedrisk-sharing mechanisms. Closing these gapswill require coordinated action – by policy-makers, financiers, corporates and innovators –to create the enabling frameworks that canturn early demand into durable supply. As this decade unfolds, durable carbon removal willnot be an optional supplement to decarbonization –it will be a defining pillar of it. By strengtheningtransparency, financing structures and offtakeconfidence, we can ensure that CDR becomes notjust a climate necessity but an engine of innovationand economic opportunity. At the forefront of efforts to change this trajectoryis the First Movers Coalition (FMC) – a groupof global companies committed to using theirpurchasing power to accelerate the scale-up ofemerging climate technologies. Through early offtakecommitments and advance market signals, FMCmembers are catalysing investment in first-of-a-kind Together, we can move from promise to proof –and from early commitments to enduring impact. Executive summary In the financial and contractual landscapeof durable carbon removal, varying capitalstructures, pricing models and offtake termsare shaping the pathways to scale. As First Movers Coalition (FMC) memberswork to fulfil their commitments to durablecarbon removal (CDR) offtak