CCS
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Carbon Clean: CCS breakthrough?

Carbon Clean is a CCS company. It has already captured over 1MT, across 38 facilities. But in addition, it is developing a next-generation design, which could ultimately lower cost to $30-40/ton. Our review finds a very decent, albeit concentrated patent library, following our usual framework.
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Climeworks: direct air capture breakthrough?

Climeworks is a Swiss company, founded in 2009, commercializing a direct air capture technology. The main innovation in its patents optimizes air flow, to avoid steep pressure drops, which can otherwise de-rail DAC economics. But we are still unable to de-risk sub-$200/ton CO2 costs based on reviewing the patents.
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CO2 capture: a cost curve?

This data-file summarizes the costs of capturing CO2. The lowest-cost options are to access pure CO2 streams that are simply being vented at present. Next are blue hydrogen, steel and cement, which could each have GTpa scale. Power stations place next, at $60-100/ton. DAC is carbon negative but expensive.
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CO2-EOR: well disposed?

CO2-EOR is the most attractive option for large-scale CO2 disposal. Unlike CCS, which costs over $70/ton, additional oil revenues cover the costs of sequestration. And the resultant oil is 50-100% lower carbon than usual. The technology is mature. Potential exceeds 2GTpa. This 23-page report outlines the opportunity.
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CO2-EOR: the economics?

This data-file is captures the costs of CO2-enhanced oil recovery, which can lower the total CO2 intensity across the oil industry by 50-100%, while economically storing CO2. We calculate 10% IRRs are attainable under our base case assumptions at $50/bbl oil prices and $20/ton CO2 prices. The work includes a full cost breakdown.
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CO2 electrolysis: the economics?

Carbon monoxide is an important chemical input for metals, materials and fuels. Could it be produced by capturing CO2 from the atmosphere or using the amine process, then electrolysing the CO2 into CO and oxygen? We find 10% IRRs could be achievable at $800/ton, competitive with conventional syngas.
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Decarbonizing global energy: the route to net zero?

The global energy system can be fully decarbonized by 2050, for an average CO2 cost of $42/ton. Remarkably, this is almost half the cost foreseen one year ago. 85Mbpd of oil and 375TCF pa of gas are still required in this 2050 energy system, together with efficiency technologies, carbon capture and offsets.
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Greenhouse gas: use CO2 in agriculture?

Enhancing CO2 in greenhouses can improve yields by c30%. It costs $4-60/ton to supply this CO2, while $100-500/ton of value is unlocked. The challenge is scale, limited to 50MTpa globally. Around 50Tpa of CO2 is supplied to each acre of greenhouses. But only c10% is sequestered.
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Deep blue: cracking the code of carbon capture?

Carbon capture is cursed by colossal costs at small scale. But blue hydrogen may be its saviour. Crucial economies of scale are guaranteed by deploying both technologies together. The combination is a dream scenario for gas producers. This 21-page note outlines the opportunity and costs.
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CO2 concentrations in industrial exhaust streams?

The aim of this data-file is to compile CO2 concentrations in industrial exhaust streams, as a molar percentage of flue gas. This matters for the costs of CO2 separation. Most promising CCS candidates are bio-ethanol plants, industrial hydrogen production and some gas processing, followed by cement and steel plants.
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