To be “bankable”, agreements must address prime financing needs, including predictable cash flows, risk mitigation and alignment with loan structures. Essential terms – such as fixed pricing, clear milestones, third-party verification and fixed tenors – ensure that agreements meet lender requirements and reduce project uncertainties. However, the CDR market is fragmented, with buyers, suppliers, marketplaces and financiers often operating with different, uncoordinated incentives. Buyers prioritize flexibility, suppliers tailor agreements to their technologies and marketplaces focus on matching stakeholders without always considering financiers’ requirements. This lack of alignment results in inconsistent contract terms and inefficiencies, creating barriers to financing. A collaborative contract framework, developed with input from all stakeholders, could resolve these challenges by establishing standardized terms that ensure interoperability across contracts. Medium-sized developers occupy a unique position in the market. Smaller developers often rely on grants, venture capital or government incentives to fund early-stage projects. Larger developers, on the other hand, can meet the scale required to attract institutional investors and banks. Medium-sized developers, while large enough to be beyond early-stage funding sources, often struggle to meet banks’ minimum ticket size thresholds or secure the substantial equity needed to de-risk projects. This funding gap makes it harder for medium-sized suppliers to access the capital needed to scale. Climate and impact funds can provide a critical solution by bundling smaller and medium-sized projects into larger portfolios that meet institutional investment thresholds. Such funds can offer scalable financing options while reducing transaction costs for lenders. This approach also helps align the needs of buyers, suppliers and financiers, facilitating project bankability and ensuring the timely delivery of carbon removal credits. Understanding these similarities and differences in contract terms is essential both for buyers and suppliers navigating the evolving CDR market. By carefully considering the specific characteristics of each pathway and aligning contract terms accordingly, stakeholders can inspire a more stable and transparent market that encourages investment and accelerates the deployment of CDR technologies to meet global decarbonization goals.Conclusion Offtake agreements are fundamental to scaling CDR technologies, providing suppliers with the predictable revenue streams needed to secure financing. Carbon Dioxide Removal Technologies: Market Overview and Offtake 29

Carbon Dioxide Removal Technologies 2026