A new wave of DAC companies has been emerging rapidly since 2019, targeting 50-90% lower costs and energy penalties than incumbent S-DAC and L-DAC, potentially reaching $100/ton and 500kWh/ton in the 2030s. Five opportunities excite us and warrant partial de-risking in this 19-page report. Could DAC even beat batteries and hydrogen in smoothing renewable-heavy grids?
the research consultancy for energy technologies
