Carbon Capture, Utilization & Sequestration (CCUS)
CCUS capacity slated to exceed 430 Mt by 2030. Can your portfolio turn momentum into market leadership?
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Shaping Future-Ready Strategies for Carbon Capture and Utilization
The carbon capture, utilization, and storage (CCUS) segment is evolving from climate ambition to commercial execution. Still, project delivery continues to lag behind announced capacity, with just a fraction of projects reaching FID. If all goes well, global carbon capacity will reach 450 Mta by 2030. However, the investment priorities are reshaping under expanding emissions regulations, tightening carbon pricing mechanisms, and swiftly evolving capture technologies.Â
Stellarix is assisting project developers, investors, industrial manufacturers, and technology providers in evaluating techno-economic feasibility, benchmarking commercialization opportunities, and analyzing incentive and policy frameworks.
Blue Hydrogen
Carbon Hubs & Networks
Emission Trading Scheme (ETS)
Carbon Credits
E-fuels
Core Focus Areas
Supporting growth across the next generation of CCUS technologies.
Integrated Capture-Conversion Systems
Traditional amine-based systems consumed significant energy, which turned carbon capture into the biggest cost component across the CCUS value chain. Integrated capture-conversion processes are now improving efficiency and commercial viability. We are assisting clients in benchmarking techno-commercial performance, identifying competitive advantages, and evaluating commercialization readiness.
Plug-and-Play Modular Capture
Modular carbon capture systems are becoming crucial for CCUS market expansion. Skid-mounted, standardized solutions simplify engineering, reduce upfront capital requirements, and shorten time-to-market timelines for facilities. Stellarix is helping companies evaluate modular capture technologies, identify priority industrial sectors, and build scalable commercialization strategies.
CO2-to-Products - Circular Economy
Global CO2 utilization is largely concentrated in enhanced oil recovery and urea production, but emerging applications like mineralized construction materials, synthetic fuels, and sustainable chemicals continue to mature. We are supporting organizations in benchmarking commercial opportunities, identifying scalable business models, and assessing lifecycle economics for circular carbon strategies.
Next-Gen Non-Amine Sorbents
Next-gen materials like metal-organic frameworks and advanced solid sorbents offer the potential for enhanced operational stability, lower regeneration energy, and longer service life. We are supporting companies in monitoring emerging material technologies, assessing manufacturing readiness, and prioritizing investments.
CCUS Hubs & Networks
Shared storage and transport infrastructure is becoming a preferred framework for scaling CCUS deployment. With a significant share of carbon capture capacity developing within local CCUS hubs, they are improving capital efficiency and mitigating project risk. We are helping companies assess storage and transport infrastructure risks, positioning investments for successful commercialization, and identifying partnership opportunities.
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Strategic Hurdles of CCUS Scalability
Addressing the key bottlenecks that stand between promising pilots and scalable, bankable deployment.
High Capture Costs and Energy Penalty
Capture costs vary widely by source, while the parasitic energy load is still a constraint for each project. The costs extend from $15-25 per tonne for high-purity streams to over $100 per tonne for dilute sources like power flue gas and cement. The energy penalty further complicates the situation, since solvent regeneration consumes a significant share of the host plant’s output. Therefore, advancement of next-gen solvents, membranes, and sorbents becomes critical for making dilute-source capture economical at scale.
Transport and Storage Infrastructure Gap
The existing transportation and storage infrastructure continues to lag behind carbon capture ambitions. It is far from what net-zero pathways need by 2050. For now, it is a capital-intensive and geographically uneven sector with barely existing dedicated pipeline networks. Strategic investments into hub-and-cluster models with shared pipeline corridors and certified storage infrastructure are critical to derisk deployment.
CO2 Utilization Commercial Viability
Genuinely high-volume, high-value pathways for captured CO2 remain a constraint. Their utilization is primarily limited to enhanced oil recovery and urea production, with many applications offering only short-lived carbon storage benefits. For long-term value creation, scaling high-value utilization pathways with credible carbon accounting and strong end-market demand is now critical.
Project Costs and Bankability
A gap persists between announced CCUS capacity and final investment decisions. With just a small share og global projects clearing FID, the sector struggles with several challenges, including cost risks, revenue uncertainties, and cross-chain dependencies. Public funding, risk-sharing structures, and blended financing thus become central to developing a reliable business model.
Policy Fragmentation and Uncertainty
CCUS economics heavily rely on incentives and varying regulatory frameworks across regions. With the U.S. offering $85 per tonne of CO2 for permanent storage and the EU’s Net-Zero Industry Act setting CO2 injection capacity targets, this introduces new vulnerabilities for projects. An expiring credit or a small regulation change could completely change a project’s economics even before it starts.
Carbon Market Uncertainty
CCUS project economics remain increasingly dependent on volatile carbon prices and evolving credit markets. The EU continues to phase out free allowances alongside the Carbon Border Adjustment Mechanism (CBAM), while voluntary carbon markets face growing scrutiny over credit integrity and MRV (measurement, reporting, and verification) quality. Building durable revenue models requires transparent carbon pricing and robust verification frameworks to support long-term project finance.
Insights that Power Strategic Business Decisions
Explore practical solutions for the critical challenges and opportunities across the energy industry.
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