ESG, Recycling, & Climate | Monthly Thematic Piece

Carbon Capture Costs Are The Hurdle For CCS Investments
May 18, 2022
Products Mentioned:
CO2, Hydrocarbons, Hydrogen, Carbon, SAF, Renewable Fuels, Methane, Oxygen, Renewable Power, Industrial Gas, Fossil Fuels, Polymers, Polyethylene, Ethanol, Ethylene, Sugar, Plastic Resin, Food Waste, Recycled Plastic, Fertilizer, Ammonia, Nickel, Lithium, EVs
Companies Mentioned:
Chevron, Talos Energy, Freeport LNG, Carbon Streaming, Aqualung Carbon Capture, Carbon America, MZT, Breakthrough Energy, Linde, Air Liquide, Air Products, Oxy, NextDecade LNG, Hart Energy, Denbury, Summit Carbon Solutions, Carlyle, Green Rock Energy Partners, Bio Town Biogas, Macquarie, Braskem, Kroger, Berry Global, OCI, Archaea Energy, Altus Power, PureCycle
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Carbon Capture Costs Are The Hurdle For CCS Investments

  • CCS project announcements are popping up daily, especially in the US recently – most are aligning partners with pore space, and the capture part is uncertain.
  • While incentives like 45Q can cover compression and sequestration costs quite comfortably, the elusive piece of the puzzle is getting pure streams of CO2.
  • Investing in processes that create high-purity CO2 may be the best solution and form part of the basis for emerging ATR projects and calls for oxy-combustion.
  • The industrial gas companies may be very well placed because of their hydrogen experience and because the demand for oxygen plants could increase.
  • Otherwise, we look at the mountains of cash, a wrong decision from Germany on biofuels, our stock indices, and some worrying analysis on lithium.

See PDF below for all charts, tables and diagrams

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