CCUSIEC Research·
CCUS Clusters: From Policy to Investment Case
Shared transport-and-storage infrastructure is turning carbon capture into an investable utility.
TL;DR — Key takeaways
Cluster economics — shared CO2 transport and storage — are what make individual capture projects investable.
Standalone carbon capture rarely clears the bar. Clusters change the math: a shared CO2 transport-and-storage backbone spreads fixed costs across multiple emitters and creates a regulated-utility-like revenue profile. The investment case now hinges on anchor-emitter commitments and storage permitting, both of which are advancing fastest where industry coordinates early.
Sources
- Global CCS Institute
- IEA
- Member project data