{"id":3185,"date":"2025-11-27T17:09:17","date_gmt":"2025-11-27T16:09:17","guid":{"rendered":"https:\/\/afen.fr\/?p=3185"},"modified":"2025-12-12T14:22:33","modified_gmt":"2025-12-12T13:22:33","slug":"les-chiffres-cles-de-lelimination-du-carbone-edc-ou-nous-en-sommes-et-ce-quil-faut-pour-changer-dechelle","status":"publish","type":"post","link":"https:\/\/afen.fr\/en\/actualite\/key-figures-for-carbon-elimination-edc-where-we-are-and-what-it-takes-to-change-scale\/","title":{"rendered":"Key figures for carbon removal (CDR): where we are and what it takes to change scale"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1.png\" alt=\"\" class=\"wp-image-3197\" srcset=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1.png 2560w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-200x300.png 200w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-683x1024.png 683w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-768x1152.png 768w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-1024x1536.png 1024w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-1365x2048.png 1365w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Copie-de-Raphael-Cario-1-1-8x12.png 8w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>I. Why is CDR necessary?<\/strong><\/h2>\n\n\n\n<p>Limiting global warming to 1.5\u00b0C, as set out in the Paris Agreement, means not only drastically reducing greenhouse gas emissions, but also removing carbon dioxide from the atmosphere.<a href=\"https:\/\/www.statistiques.developpement-durable.gouv.fr\/edition-numerique\/chiffres-cles-du-climat\/fr\/5-panorama-mondial-des-emissions-de\"> In 2022, CO\u2082 emissions reached <strong>40 Gt CO2 \u2082<\/strong><\/a>an all-time record. If all greenhouse gases are added, the total climbs to <strong>53.8 Gt CO2 eq<\/strong>. To get <strong>50% chance of limiting warming to 1.5\u00b0C<\/strong>we <a href=\"https:\/\/ourworldindata.org\/how-much-co2-can-the-world-emit-while-keeping-warming-below-15c-and-2c\">estimates <\/a>that only <strong>250 GtCO\u2082 are left to be emitted<\/strong> from 2020. This corresponds to <strong>\u22486 years of emissions at current rate<\/strong>. For 2\u00b0C, the budget is around <strong>1,150 GtCO\u2082<\/strong>or <strong>\u224825 years<\/strong> at the current rate.<\/p>\n\n\n\n<p>Article 4.1 of the 2015 treaty speaks explicitly of achieving \"a balance between anthropogenic emissions and removals by sinks\" in the second half of the century (UNFCCC). This balance <a href=\"https:\/\/afen.fr\/en\/actualite\/the-role-of-carbon-dioxide-elimination-in-carbon-neutrality-how-does-ledc-fit-into-strategies-to-achieve-global-climate-goals\/\">can only be achieved with the<strong>carbon removal (CDR)<\/strong><\/a>. So-called \"residual\" emissions (aviation, cement, agriculture) are technically or economically impossible to remove completely. To offset these flows, it will be necessary to develop technological or biogeochemical carbon sinks capable of storing CO\u2082 on a long-term basis.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.ipcc.ch\/site\/assets\/uploads\/sites\/2\/2019\/06\/SR15_Full_Report_High_Res.pdf\">The latest IPCC report <\/a>estimates that scenarios compatible with 1.5 \u00b0C require <strong>7 to over 10 GtCO\u2082\/year of removal by 2050<\/strong>. Today, the volume of CDR actually delivered is derisory: <strong>\u22481.3 MtCO\u2082\/year<\/strong> according to the 2024 edition of <a href=\"https:\/\/pure.iiasa.ac.at\/id\/eprint\/19787\/1\/The-State-of-Carbon-Dioxide-Removal-2Edition.pdf\"><em>State of Carbon Dioxide Removal<\/em><\/a>. In other words, less than 0.1% of what should be achieved within three decades.<\/p>\n\n\n\n<p>The gap is colossal, and calls for a real industrial effort to move from <em>megatons<\/em> today to <em>gigatons<\/em> in 2050. involves industrial, infrastructure and financing policies on a massive scale.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>II. Where do we stand today? Capacity, national policies and the market<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1) Global deployment and technology mix<\/strong><\/h3>\n\n\n\n<p>Independent monitoring data<a href=\"https:\/\/cdr.fyi\/\"> (including cdr.fyi<\/a>) indicate that in 2024, <a href=\"https:\/\/www.cdr.fyi\/blog\/2024-year-in-review\">about <strong>318,600 tonnes<\/strong> sustainable CDR<\/a> have actually been <strong>delivered<\/strong> to buyers (i.e. +120% vs. 2023), while <strong>8 MtCO\u2082<\/strong> have been <strong>contracted<\/strong>. The dominant technology is the <strong>biochar<\/strong>which represents approximately <strong>86% of 2024 deliveries<\/strong>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Alongside these projects <strong>BECCS<\/strong> (bioenergy with capture and storage) and <strong>DACCS<\/strong> (direct air capture with storage) are multiplying, but actual volumes remain low despite growth. L'<strong>enhanced weathering<\/strong> remains in the pilot phase. In particular, there is a diversification of technologies, dominated by DAC until 2022.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1-1024x550.png\" alt=\"\" class=\"wp-image-3194\" srcset=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1-1024x550.png 1024w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1-300x161.png 300w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1-768x412.png 768w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1-18x10.png 18w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/1-1.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3-1024x550.png\" alt=\"\" class=\"wp-image-3187\" srcset=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3-1024x550.png 1024w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3-300x161.png 300w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3-768x412.png 768w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3-18x10.png 18w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/3.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3-1024x550.png\" alt=\"\" class=\"wp-image-3224\" srcset=\"https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3-1024x550.png 1024w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3-300x161.png 300w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3-768x412.png 768w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3-18x10.png 18w, https:\/\/afen.fr\/wp-content\/uploads\/2025\/11\/Graphs-pour-illustration-article-Key-figures-EDC-1200-x-644-px-3.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2) National objectives and plans&nbsp;<\/strong><\/h3>\n\n\n\n<p>In addition to the first large-scale projects and the voluntary market, a number of major economies are beginning to establish quantified trajectories for carbon capture and CDR. These national strategies translate into public policy the scale of the volumes required between now and 2030-2050, and send out a strong signal to investors and project developers.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>France.<\/strong> France<a href=\"https:\/\/unfccc.int\/sites\/default\/files\/resource\/en_SNBC-2_complete.pdf\"> National Low Carbon Strategy <\/a>provides for a ramp-up in carbon removal: around 10 MtCO\u2082\/year via BECCS in 2050, integrated into an overall target of 30-50 Mt\/year of capture and storage (all sources combined). To achieve net neutrality, France is also counting on natural sinks - nearly 35 Mt removed by forests, 20 Mt by wood products and 10 Mt by agricultural land - to offset residual emissions estimated at nearly 80 MtCO\u2082e. The country relies on a <a href=\"https:\/\/www.entreprises.gouv.fr\/la-dge\/actualites\/deploiement-de-la-capture-du-stockage-et-de-la-valorisation-du-carbone-ccus-en\">CCUS roadmap<\/a>transport and storage infrastructures, and on the <a href=\"https:\/\/label-bas-carbone.ecologie.gouv.fr\/\">Low Carbon Label,<\/a> a pioneer in Europe for the voluntary CDR market.<\/li>\n\n\n\n<li><strong>European Union.<\/strong> The <strong>CRCF<\/strong> (The European framework for certification of carbon removals, see our <a href=\"https:\/\/afen.fr\/en\/actualite\/crcf-towards-a-reference-standard-for-carbon-elimination\/\">analysis<\/a>) is adopted (2024). The \"Industrial Carbon Management\" strategy (2024) anticipates <strong>\u2248450 MtCO\u2082\/year captured and stored\/upgraded by 2050 (incl. CCUS)<\/strong> and laid the foundations for a network of <strong>transport\/storage<\/strong> open and cross-border.<a href=\"https:\/\/climate.ec.europa.eu\/eu-action\/industrial-carbon-management\/legislative-framework_en?utm_source=chatgpt.com\"> <\/a>In 2024, the Commission recommended a target of<a href=\"https:\/\/climate.ec.europa.eu\/eu-action\/climate-strategies-targets\/2040-climate-target_en\"> -90% net emissions by 2040<\/a> compared with 1990, implying \u2248400 MtCO\u2082\/year of removals by this horizon (including LULUCF with 75Mt of sustainable CDR).<\/li>\n\n\n\n<li><strong>United Kingdom.<\/strong> <a href=\"https:\/\/www.gov.uk\/government\/calls-for-evidence\/greenhouse-gas-removals-call-for-evidence\">Target<strong>at least 5 MtCO\u2082\/year<\/strong><\/a><strong> of CDRs engineered by 2030<\/strong>with supporting business models (contracts for difference, etc.).<\/li>\n\n\n\n<li><strong>United States.<\/strong> On the federal side, the<a href=\"https:\/\/unfccc.int\/sites\/default\/files\/resource\/US-LongTermStrategy-2021.pdf\"> strategy and official analyses<\/a> place the role of removals at ~1-1.8 GtCO\u2082\/year in 2050 (programmatic order of magnitude). The DAC hubs planned by <a href=\"https:\/\/www.transportation.gov\/infrastructure-investment-and-jobs-act\">IIJA<\/a> ($3.5 bn for 4 hubs) were suspended at the beginning of 2025, creating short-term execution uncertainty (see Reuters). On the other hand, the tax credit <a href=\"https:\/\/www.catf.us\/resource\/45q-carbon-capture-incentives\/\">45Q <\/a>remains in force: up to $180\/tCO\u2082 for stored DAC and $85\/t for BECCS, significantly improving project bankability. A 10,000 tCO\u2082\/year DACCS project generates, thanks to the 45Q credit set at 180 $\/t, around $1.8 million per year. The scheme applies for 12 years, thus ensuring<strong> $21.6 million of guaranteed income over the life of the loan. <\/strong>Assuming a CAPEX range of 5,000 to 10,000 $\/t capacity (i.e. \u2248$50-$100 million initial investment), this $21.6 million covers ~22% to ~43% of CAPEX.<\/li>\n\n\n\n<li><strong>Germany<\/strong>. Climate neutrality in 2045 and net-negative after 2050 are just two examples. <a href=\"https:\/\/www.gesetze-im-internet.de\/englisch_ksg\/englisch_ksg.html\">enshrined in law <\/a>with residual emissions to be offset in 2045 of 49 to 229 MtCO\u2082e\/year. The law requires \u226540 Mt\/year of LULUCF wells. This will leave 25 to 180 Mt\/year to be processed by technological CDR. A dedicated CDR department<a href=\"https:\/\/dvne.org\/news-de\/deutschland-investiert-cdr-im-aufwind\/\"> was created in 2025 <\/a> and the German Parliament <a href=\"https:\/\/carbon-pulse.com\/462906\/\">adopted in November 2025 <\/a>a <a href=\"https:\/\/dvne.org\/news-de\/deutschland-investiert-cdr-im-aufwind\/\">476 M\u20ac budget<\/a> for the durable CDR, including 156 M\u20ac from 2026. This budget refines the envelopes previously mentioned (up to 500 M\u20ac by 2033) and represents the first national financial commitment clearly earmarked for CDR.<\/li>\n<\/ul>\n\n\n\n<p>Voluntary <strong>purchases<\/strong> are on the rise: by 2024, more than 8 Mt of CDR credits <a href=\"https:\/\/www.cdr.fyi\/blog\/2024-year-in-review\">were purchased<\/a> by companies such as <strong>Microsoft, Shopify or Frontier<\/strong>. But most deliveries are scheduled between 2025 and 2030.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3) Financial support<\/strong><\/h3>\n\n\n\n<p><strong>Public support is structured. <\/strong>For example: Between 2020 and 2023, excluding funding from member states, <a href=\"https:\/\/carbongap.org\/eu-carbon-removal-funding\/?utm_source=chatgpt.com\">the EU has allocated<\/a> <strong>around 657 million euros in direct support for CDR methods <\/strong>through existing programs such as Horizon Europe. Carbon Gap <a href=\"https:\/\/tracker.carbongap.org\/funding\/\">list<\/a> European financial support and existing opportunities (nearly 70 by September 2025).<\/p>\n\n\n\n<p>This support focuses mainly on<strong> three areas<\/strong> the <strong>research and technological maturation<\/strong> (via Horizon Europe, in particular for<strong> improve TRLs<\/strong> and develop robust measurement and certification methodologies), d<strong>industrial demonstrators<\/strong>s and projects <strong>premi\u00e8re-of-a-kind<\/strong> (notably via the Innovation Fund), as well as CO\u2082 transport and storage infrastructures considered to be mutualized between CCS and CDR (financed via the <a href=\"https:\/\/eur-lex.europa.eu\/FR\/legal-content\/glossary\/connecting-europe-facility-cef.html\">European Interconnection Facility<\/a>).<\/p>\n\n\n\n<p>On the scale of EU climate budgets, estimated at around <a href=\"https:\/\/commission.europa.eu\/strategy-and-policy\/eu-budget\/performance-and-reporting\/horizontal-priorities\/green-budgeting\/climate-mainstreaming_en?utm_source=chatgpt.com\">700 billion euros for the 2028-2034 period<\/a> under the horizontal objective of 35 % of the European budget dedicated to climate action, the amounts explicitly earmarked for the CDR remain marginal, at \u20ac657 million<a href=\"https:\/\/carbongap.org\/eu-carbon-removal-funding\/\"> according to CarbonGap<\/a> i.e. less than 0.1 %, which underlines both a nascent dynamic and the need to move rapidly towards demand-creating instruments (European public purchasing) rather than technological support alone.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>III. What are the conditions for scaling up?<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1) Technological and industrial conditions<\/strong><\/h3>\n\n\n\n<p>The successful ramp-up of the CDR depends on a number of technological conditions that are already taking shape.&nbsp;<\/p>\n\n\n\n<p><strong>First of all<\/strong>A low-carbon energy source that is both abundant and competitive. <a href=\"https:\/\/www.iea.org\/reports\/direct-air-capture-2022\">The IEA stresses<\/a> that less than 2% of the world's electricity production in 2050 would be sufficient to power gigatonne-scale CDR capacity. The continuing decline in solar and wind power costs, combined with the rise of geothermal energy and industrial waste heat networks, is creating an energy base that facilitates the large-scale deployment of technologies such as DACCS, BECCS and accelerated weathering.<\/p>\n\n\n\n<p>The second favourable condition is the structuring of<strong>CO\u2082 transport and storage infrastructures<\/strong>. The European Union is ahead of the game with its \"<a href=\"https:\/\/energy.ec.europa.eu\/topics\/carbon-management-and-fossil-fuels\/industrial-carbon-management_en\"> Industrial Carbon Management<\/a> \"(2024), which provides for <strong>50 MtCO\u2082\/year of injection capacity by 2030<\/strong>, <strong>280 Mt in 2040<\/strong> and <strong>450 Mt in 2050<\/strong>. These figures are credible because they are based on a geological storage potential assessed by the <strong>Joint Research Center<\/strong> \u00e0<a href=\"https:\/\/joint-research-centre.ec.europa.eu\/jrc-news-and-updates\/co2-transport-infrastructure-key-achieving-climate-neutrality-2050-2024-02-06_en?utm_source=chatgpt.com\"> several hundred gigatons<\/a>.<\/p>\n\n\n\n<p>A key factor is the deployment of <strong>integrated industrial hubs<\/strong> (low-carbon energy, capture, transport, storage) to <a href=\"https:\/\/www.portofrotterdam.com\/en\/building-port\/ongoing-projects\/porthos?utm_source=chatgpt.com\"><strong>Rotterdam<\/strong><\/a>, <a href=\"https:\/\/www.portofantwerpbruges.com\/en\/news\/ccus-sustainable-industry?utm_source=chatgpt.com\"><strong>Antwerp<\/strong><\/a>, <a href=\"https:\/\/www.natrangroupe.com\/en\/our-energy-transition\/co2-transport\/cei-co2-dunkirk?utm_source=chatgpt.com\"><strong>Dunkerque<\/strong><\/a> or <a href=\"https:\/\/www.yara.fr\/contentassets\/59683283723c4c49be1f3f7feb69a657\/240129-cp-eco2-normandy.pdf?utm_source=chatgpt.com\"><strong>Le Havre<\/strong><\/a>. In Rotterdam, <a href=\"https:\/\/www.porthosco2.nl\/en\/first-co2-storage-project-in-the-netherlands-is-launched\/\">Porthos<\/a> is aiming for 2.5 MtCO\u2082\/year by 2026 (\u224837 Mt over 15 years). In Antwerp, the<a href=\"https:\/\/www.airliquide.com\/fr\/groupe\/communiques-presse-actualites\/12-12-2022\/air-liquide-fluxys-belgium-et-port-antwerp-bruges-obtiennent-un-financement-de-lue-pour-la\">Antwerp@C CO\u2082 Export Hub <\/a>starts at 2.5 Mt\/year, with an ambition to reach 10 Mt\/year by 2030. In Dunkirk, an initial phase of 1.5 Mt\/year as of 2028 <a href=\"https:\/\/cdn.catf.us\/wp-content\/uploads\/2025\/03\/06113905\/ccs-fact-sheet-france.pdf\">(Lhoist R\u00e9ty + Eqiom Lumbres<\/a>) will supply a terminal expandable to 4-5 Mt\/year, supported by Connecting Europe Facility (CEF) funding of up to \u20ac189 million. Norway, <a href=\"https:\/\/www.equinor.com\/news\/20250825-first-co2-volumes-stored-at-northern-lights\">Northern Lights<\/a> starts H2-2025 (1.5 Mt\/year, extension to \u22655 Mt\/year validated in 2025). Shared networks reduce unit costs through economies of scale and are a pillar of the European Carbon Management Strategy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2) Governance, standards and certification<\/strong><\/h3>\n\n\n\n<p>The credibility of the CDR is based on trust. Unlike renewables, where the kilowatt-hour produced is instantly measurable, the \"ton removed\" of CO\u2082 is only valuable if it can be shown that it has been captured, stored and will remain out of the atmosphere for centuries. This implies three conditions: robust MRV (measurement, reporting, verification) protocols, a guarantee of permanence, and a strict exclusion of double counting.<\/p>\n\n\n\n<p>These standards are becoming increasingly structured, both in Europe and worldwide.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In Europe, the <strong>CRCF<\/strong> adopted in 2024, is the world's first regulatory attempt to certify large-scale CDR. It defines sustainability criteria (permanence &gt; 100 years to be considered \"sustainable\"), harmonized MRV rules across the EU, and a registry to ensure traceability.<br><\/li>\n\n\n\n<li>Internationally, the<a href=\"https:\/\/unfccc.int\/fr\/news\/article-64-l-organe-de-supervision-amorce-son-travail-et-positionne-les-marches-dans-le-contexte-de\"><strong>Article 6.4 of the Paris Agreement<\/strong><\/a> is overseen by a UN body that must establish robust standards for international carbon credits.<br><\/li>\n\n\n\n<li>While we wait for public frameworks to be put in place, private standards have taken the lead. For example, Puro.earth (Finland, Nasdaq-listed): <a href=\"https:\/\/www.businesswire.com\/news\/home\/20250319746098\/en\/Puro.earth-Reaches-Major-Milestone-of-1-Million-Tonnes-of-CO-Removed\">more than 1,000,000 tCO\u2082 certified since 2019<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>For the CDR to attract the billions of $\/year needed, the \"tonne\" must be recognized as a secure financial asset. This requires public-private convergence to reduce costs and increase confidence.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3) Financing requirements and business models<\/strong><\/h3>\n\n\n\n<p>The total cost of the CDR by 2050 will be <strong>trillions<\/strong>. At <strong>100 \u20ac\/tCO\u2082<\/strong>withdrawing 10 Gt\/year would represent <strong>\u2248\u20ac1,000 billion\/year<\/strong> ; \u00e0 <strong>300 \u20ac\/t<\/strong>the bill rises to <strong>\u2248\u20ac3,000 billion\/year<\/strong>.<\/p>\n\n\n\n<p>Today, the world invests around $5,500 billion\/year in physical assets related to energy, transport and industry. <a href=\"https:\/\/www.mckinsey.com\/capabilities\/sustainability\/our-insights\/the-net-zero-transition-what-it-would-cost-what-it-could-bring\">According to McKinsey (2022)<\/a>9,200 Md$\/year by 2030-2050 to reach net-zero - an increase of around $3,500 billion\/year, or +65 %. In this context, devoting $1,000 to $3,000 billion\/year to CDR would only represent around 10 % of this future global effort, which remains proportional to the important role that the IPCC scenarios attribute to carbon removal technologies.<\/p>\n\n\n\n<p>The current gap is huge: in 2024, the CDR will have captured just under <a href=\"https:\/\/www.cdr.fyi\/blog\/2024-year-in-review\"><strong>$0.85 billion of private financing<\/strong><\/a> <a href=\"https:\/\/www.climatepolicyinitiative.org\/publication\/global-landscape-of-climate-finance-2023\/\">against <strong>$1,300 billion of total climate finance<\/strong><\/a>. This means that the CDR currently weighs <strong>less than 0.1% of climatic finance volumes<\/strong>.<\/p>\n\n\n\n<p>The challenge is not whether the world can mobilize this capital - it is already doing so for energy - but how to direct a fraction of existing flows towards the CDR. This means securing <strong>sustainable revenue models<\/strong> : long-term voluntary purchases (e.g. Microsoft, Frontier), integration into <strong>compliance markets<\/strong> (e.g. EU ETS), and public instruments (45Q tax credits, Innovation Fund, ITC Canada).<\/p>\n\n\n\n<p>To reach this scale, several business models are emerging:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Voluntary purchases<\/strong> and <strong>long-term contracts<\/strong>These are useful for kick-starting the industry (e.g. Microsoft or Frontier). Microsoft <a href=\"https:\/\/www.cdr.fyi\/blog\/cdr-fyi-insight-microsoft\">represents<\/a> 70% of the total CDR volume contracted, or 5.1 million tonnes, and has already committed nearly 25 MtCO\u2082 since 2020. Its acquisitions are mainly based on long-term contracts deliverable between 2030 and 2050. The Group <a href=\"https:\/\/frontierclimate.com\/\">Frontier<\/a> (Stripe, Alphabet, Shopify, Meta, McKinsey) has launched a commitment to purchase at least $1 billion worth of permanent CDR between 2022 and 2030. Offtakes include 153,000 t with Vaulted Deep for $58.3 million, 112,000 t with Charm Industrial for $53 million, and tens of thousands of tons with Heirloom, Lithos and others.<\/li>\n\n\n\n<li><strong>Integration into compliance markets<\/strong>such as the EU ETS for the 2030-2040 horizon, like the <a href=\"https:\/\/climate-advisory-board.europa.eu\/news\/new-report-from-the-eus-climate-advisory-board-outlines-recommendations-to-scale-up-carbon-dioxide-removals-while-addressing-opportunities-and-risks\">recommends<\/a> the European Scientific Advisory Board on Climate Change (our <a href=\"https:\/\/afen.fr\/en\/actualite\/the-european-emissions-trading-scheme-is-a-pillar-of-european-climate-policy-and-a-strategic-lever-for-carbon-elimination\/\">analysis<\/a>).<\/li>\n\n\n\n<li><strong>Public policies<\/strong> These include tax credits (45Q in the USA, ITC in Canada), subsidies (EU Innovation Fund), withdrawal obligations and residual emissions taxes.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h3>\n\n\n\n<p>The challenge is no longer to demonstrate the usefulness of CDR, but to secure its industrialization: predictable demand, open transport-storage infrastructures, MRV integrity and permanence. We need to move from isolated projects to bankable portfolios where prices, volumes and responsibilities are clear.<\/p>\n\n\n\n<p>Today, France needs a national CDR strategy, anchored to the SNBC, that sets a clear trajectory for volumes and price signals, plans and opens up CO\u2082 infrastructures, establishes a single, interoperable integrity framework, creates a legible and stable investment environment, develops skills and innovation, and organizes international coordination as well as public accountability. The aim is simple: to provide visibility, reduce risk and transform scattered pilots into a competitive, sustainable industrial sector.<\/p>\n\n\n\n<p>AFEN's mission is to structure the industry: federate developers and buyers, push for standardization of MRV contracts and practices, and enlighten public authorities on the role of the CDR and scaling up. By mobilizing this ecosystem around a clear strategy, France can convert the current momentum into sustainable industrial capacity - with, by 2050, an estimated economic potential of ~50 Bn \u20ac\/year and up to ~130,000 jobs for France (on a European market ~225 Bn \u20ac\/year and a global market ~935 Bn \u20ac\/year),<a href=\"https:\/\/afen.fr\/en\/actualite\/bcg-afen-report-carbon-dioxide-elimination-reaching-full-potential-in-france\/\">in accordance with the BCG \u00d7 AFEN ratio.<\/a><br><\/p>\n\n\n\n<p><em>written by <a href=\"https:\/\/www.linkedin.com\/in\/rapha%C3%ABl-cario-439720145\/\">Rapha\u00ebl Cario<\/a><\/em><\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>I. Why is the EDC necessary? Limiting warming to 1.5\u00b0C, as set out in the Paris Agreement, requires not only drastic reductions in greenhouse gas emissions, but also the removal of carbon dioxide from the atmosphere. In 2022, CO\u2082 emissions reached 40 Gt CO2 \u2082, a [...]<\/p>","protected":false},"author":4,"featured_media":3188,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3185","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Les chiffres cl\u00e9s de l\u2019\u00e9limination du carbone (EDC) : o\u00f9 nous en sommes et ce qu\u2019il faut pour changer d\u2019\u00e9chelle &#8211; AFEN<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/afen.fr\/en\/actualite\/key-figures-for-carbon-elimination-edc-where-we-are-and-what-it-takes-to-change-scale\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les chiffres cl\u00e9s de l\u2019\u00e9limination du carbone (EDC) : o\u00f9 nous en sommes et ce qu\u2019il faut pour changer d\u2019\u00e9chelle &#8211; AFEN\" \/>\n<meta property=\"og:description\" content=\"I. Pourquoi l\u2019EDC est-elle n\u00e9cessaire ? Limiter le r\u00e9chauffement \u00e0 1,5 \u00b0C, comme le pr\u00e9voit l\u2019Accord de Paris, suppose non seulement de r\u00e9duire drastiquement les \u00e9missions de gaz \u00e0 effet de serre, mais aussi de retirer du dioxyde de carbone de l\u2019atmosph\u00e8re. 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