Supercritical analysis shows Q4 corporate carbon removal procurement surge creates price spikes

Supercritical, a UK-based carbon removal marketplace, analysed the annual fourth-quarter surge in corporate carbon dioxide removal (CDR) procurement. The analysis found that delayed corporate purchases until Q4 create supply constraints and price spikes, with biochar credit prices increasing from $155 to $185 per tonne within months for the same project. This end-of-year demand is driven by annual emission reconciliations and remaining budget allocations. Supercritical recommends that buyers adopt multi-year offtake agreements earlier in the year to stabilise market access and avoid seasonal price premiums. This shift would also provide suppliers with predictable revenue streams to scale production.