In this episode of Carbon Weekly News, host Adrian Wons covers the week's biggest moves in carbon markets before sitting

down with two guests at the centre of European CDR infrastructure and policy.

Peter Mayer, Partner at Stairs Dillenbeck Finley Mayer and OSCAR co-creator, breaks down what CDR contracting looks like

in 2026: deal velocity, risk allocation, and how the Open Standard Carbon Removal Agreement holds up under the new EU

regime. Then Chris Sherwood, Secretary-General of the Negative Emissions Platform, joins from Brussels to debrief on CRCF

Days: the Brussels view, the demand wall to 2028, and what the compliance bridge actually means for buyers.

Topics covered:

- CRCF now in force: what it means for project developers and corporate buyers

- Stockholm Exergi completes the first major city-level CDR transaction

- Microsoft pauses CDR purchasing: what we know and what it signals

- CDR contracting in 2026: deal velocity, risk allocation, and claims under the new EU regime

- EU CRCF Days readout: the Brussels view, the demand wall to 2028, and the compliance bridge

The first episode of Carbon Weekly News. Adrian Wons unpacks the week in the voluntary carbon market with two guests: Dr. Allister Furey, Co-Founder and CEO of Sylvera, and Dan Maleski, who leads hedging and risk at Redshaw Advisors.

In this episode:

- ICVCM updates. Global Carbon Council becomes the first Asian program approved. ART TREES needs remedial action. VMR17 conditional. Isometric's mangrove restoration methodology now has three projects registered.

- MSCI's new offtake data. $22B in future carbon market demand, a 72% increase on 2024 and five times the 2020 number.

- Sol Blangel on why building CRCF without demand drivers is not a removals policy.

- The Senken DAX40 report. Only a small share of DAX40 companies disclose their carbon credit purchases in their CSRD filings. More than half haven't participated at all.

- Allister Furey on the 330% price premium between an A-grade and a D-grade nature-based credit.

- Dan Maleski on last week's CBAM implementation act. Third-country ETS regimes that allow carbon credits can now count as a cost of carbon paid, opening up indirect demand for the VCM.

Three things to do this week:

1. Download the DAX40 report at senken.io/reports.

2. Read Sol Blangel's article on the EU's missing CRCF demand driver.

3. If you import into the EU, check whether the carbon cost in your supplier's country qualifies under CBAM's mandatory regime rules.

New episode every Tuesday. Watch the video version on YouTube: https://youtu.be/NY1cxPBm-HA

Replays at cwn.show.

Guests:

Dr. Allister Furey, Co-Founder & CEO of Sylvera: https://www.linkedin.com/in/afurey/

Dan Maleski, Redshaw Advisors: https://www.linkedin.com/in/dan-maleski/