Carbon Weekly News EP2: Microsoft BECCS, SBTi 2030 & EU CRCF Days

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Episodes 1–5 remain here on Senken. Carbon Weekly News EP2 covers the carbon market week of 26 May 2026: Microsoft's 650,000-ton BECCS offtake with BioCIRC, Stockholm becoming one of the world's largest CDR buyers, SBTi's new end-of-2027 timeline for carbon credit guidance, the OSCAR open CDR contracting standard gaining adoption, and a first-hand recap of the EU CRCF Days in Brussels.

I'm Adrian, founder of Senken. We help corporates build carbon portfolios that survive an audit, which means I spend most of my week reading research, screening projects, and turning down about 95% of what comes across our desk.

The video opens with news that Microsoft signed a 7-year BECCS offtake with Denmark's BioCIRC for 650,000 tons (roughly 100,000 credits a month), confirming its carbon removal program has not ended. Then the City of Stockholm emerges as one of the world's top CDR buyers after purchasing 750,000 BEX credits from Stockholm Exergi toward its 2030 climate-positive target. After that, Adrian breaks down SBTi's 2030 strategy paper: carbon credits remain a complement to reductions (not a substitute), SBTi will defer to ICVCM on integrity rather than build its own framework, and the new timeline for full credit guidance under CNCS V2 is end of 2027. Peter Meyer then explains OSCAR, the Open Standard Carbon Removal Agreement, how it was built by volunteers out of Carbon Unbound, what it covers (delivery shortfalls, MRV, reputational risk, bankability), and why marketing or service agreements fail CDR transactions. Finally, Chris Sherwood, Secretary General of the Negative Emissions Platform, recaps the EU CRCF Days: the EU leads globally on CDR regulation, but open questions remain on claims use cases (Green Claims Directive is frozen), the portfolio approach for non-BECCS/DAC pathways, and the mechanics of the EU Buyers Club.

Chapters

00:00 Carbon Weekly News EP2 intro

01:02 Episode lineup: Microsoft BECCS, SBTi 2030 & EU CRCF Days

02:49 Microsoft BECCS deal: BioCIRC 7-year, 650,000-ton agreement

05:46 Stockholm buys 750,000 CDR credits: cities enter carbon markets

08:51 SBTi 2030 strategy paper: carbon credits as a complement

11:00 SBTi V2: new end-of-2027 timeline for CNCS credit guidance

14:21 SBTi V2: book and claim and sector mechanisms legitimized

17:58 Peter Meyer on OSCAR: the open CDR contracting standard

19:30 How OSCAR was created and the problem it solves

21:03 What OSCAR covers: delivery risk, MRV, integrity and bankability

27:07 Marketing contracts vs OSCAR: risks CDR buyers take on

33:24 OSCAR in practice: Lufthansa, jurisdictions and next steps

40:01 OSCAR for biochar, DAC and nature-based solutions

41:27 Chris Sherwood on EU CRCF Days Brussels

43:07 EU CRCF: what certification means for carbon removal projects

48:00 CRCF Days: claims gap, portfolio approach and EU Buyers Club

52:52 EU Buyers Club: what it is and how it works

54:59 EU ETS and CDR: adoption expected end of 2027

57:07 What European CDR corporates should do now

58:23 Next episode: EU Buyers Club with Alexander McElyea

Senken is a carbon credit procurement platform. We source, screen, and structure carbon portfolios for corporates targeting net zero.

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