Oxy advances DAC amid regulatory uncertainty

The Low Carbon Briefing

Development Activity

  • Tallgrass permits Spirea injection well for their Eastern Wyoming Sequestration Hub

Oxy and ADNOC agree to evaluate Joint Venture in South Texas

  • ADNOC’s clean energy arm, XRG, is evaluating up to $500 million dollar investment into Oxy’s 500,000 ton per year DAC facility in Kleburg County, Texas

  • The agreement signals continued international investment into the U.S. given the IRA uncertainties in Washington. Last year, Oxy was awarded up to $500 million dollars from the Department of Energy for development but may be cut or reduced.

  • Oxy’s South Texas Hub amounts to over 100,000 acres for CCS development, 2 stratigraphic wells, and a 6 well Class VI application already in the EPA’s queue

  • South Texas hub is Oxy’s 2nd most mature DAC project, first being the permitted STRATOS DAC facility in West Texas

Denmark's CCS Fund, managed by the Danish Energy Agency, has selected 10 companies from 16 applicants to compete for a share of USD 4.1 billion in funding

  • This initiative aims to reduce Denmark's annual CO₂ emissions by 2.3 million tonnes starting in 2030 - Funding will be paid out per tonne of CO₂ captured and stored. The CO2 must be captured within the country but can be geologically stored either in Denmark or abroad.

  • The next steps involve submitting detailed project proposals, with initial offers due by August 26, 2025, followed by negotiations and final offers by December 17, 2025. Contract awards are anticipated in April 2026

Company

Sector

Project

AffaldPlus

Waste to Energy

150,000 ton/yr project with European Energy and Ammongas

ARGO CCS

Waste to Energy

Capturing CO2 from ARGO's CHP plant emits when converting residual waste into district heating and electricity

E.ON Carbon Capture Solutions

Waste to Energy

E.ON and the intermunicipal waste company ARC aims to capture a total of 400,000 tons of CO2 annually from the stack at CopenHill for sequestration.

Energnist CaptureCo

Waste to Energy

Energnist is working to establish carbon capture at the waste energy plants in Kolding and Esbjerg

Fjernvarme Fyn Fangst

Waste to Energy

Waste to energy plant in Odense, Denmark.

Gaia

Waste to Energy

CIP-Vestforbraending Joint Venture (Gaia) to develop 500 ktpa CCS at Vestforbrænding

HOFOR

Waste to Energy

City of Copenhagen owned CHP plant for bio-Carbon Capture

Kredsløb

Waste to Energy

Carbon capture at Kredsløb CHP

Ørsted Bioenergy & Thermal Power

Biomass power generation

430,000 tonnes of CO2 from two heat and power plants with North Sea storage

Aalborg Portland

Cement

ACCSION project to avoid 1.5 millon tons CO2 at Aalborg facility

Infinium begins construction for Project Roadrunner in West Texas

  • Infinium has commenced construction on a commercial-scale,100 Megawatt e-fuels facility in West Texas, known as Project Roadrunner.

  • The project is being development in ClearShift’s Toyah Gas-to-Liquid facility in Pecos, Texas

  • To facilitate development, Infinium signed a 10 year offtake agreement with International Airlines Group (IAG) who is the parent company for British Airways, Iberia, Vueling, and Air Lingus - in addition to the $1.1 billion dollar investment by Brookfield last September

  • Electric Hydrogen will provide the 100 MW electrolyzers (HYPRPlant) to the project. Electric Hydrogen manufactures HYPRPlants domesticallys: its proprietary electrochemical stacks are built in Electric Hydrogen’s Massachusetts gigafactory while the chemical process modules are manufactured in Texas.

  • Infinium is actively developing over 12 additional e-fuel projects across the United States, Europe, Japan, and Australia .

Kassø inaugurated and supplying e-methanol to LEGO, Maersk and Novo Nordisk

  • Commissioned earlier this year, Kassø is now operational and supplying European-compliant e-methanol to LEGO, Maersk and Novo Nordisk

  • European Energy (51%) and Mitsui (49%) flagship project signals that synthetic fuel project are achievable at scale and can secure long term offtake agreements

  • The project produces e-methanol by combining green hydrogen from solar energy and captured biogenic CO2. The resulting carbon intensity is 97% lower than traditional fossil fuel based methanol