
Captain's CDR Log #229: One buyer retreats, another steps up, and the demand stack wobbles
Captain Drawdown’s daily logbook on every CDR story, paper, and expert voice — so you don’t have to read them all. The critique, in the critic’s own words “One buyer at 93% of demand is a market failure, not a market. Microsoft’s 80% cut proves it. Public procurement across methods, like reverse auctions with delivery contracts, would fund learning curves.” That was my read on Bluesky this week (@captaindrawdown on Bluesky), and it is the sharpest version of the structural critique now aimed at voluntary CDR. Strip away the tonnage headlines and the argument is simple: a market with one dominant buyer is not a market. It is a concentration risk with a sustainability report attached. ...








