โ€˜The Future of CCS Can No Longer Be Assumedโ€™ (a supporter rethinks โ€ฆ)

Martin Jagger, a climate activist specializing in carbon capture & storage, recently wrote a sobering post on the progress of this technology in addressing the assumed- to- be climate crisis. This problematic approach is another example of the tears- in-the- ocean choices of climate mitigation policy.

Industrial scene featuring large pipes, equipment, and smokestacks, with text overlay discussing CCS (Carbon Capture and Storage) and its future.
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From Master Resource

By Robert Bradley Jr.

โ€œToday, global operating nameplate capture capacity is approximately 60 million tonnes a year. If fully utilised, that would represent gross capture equivalent to roughly 14-15 hours of annual global energy and industrial emissions. Actual verified net storage is lower.โ€ (- Martin Jagger, below)

Martin Jagger, a climate activist specializing in carbon capture & storage, recently wrote a sobering post on the progress of this technology in addressing the assumed-to-be climate crisis. This problematic approach is another example of the tears-in-the-ocean choices of climate mitigation policy.

โ€œFor twenty years,โ€ he begins, โ€œI have argued that CCS has an important role to play in managing emissions from industries where practical alternatives remain limited.โ€ The progress to date has been small, and the effect on global emissions minuscule. He explains:

Today, global operating nameplate capture capacity is approximately 60 million tonnes a year. If fully utilised, that would represent gross capture equivalent to roughly 14-15 hours of annual global energy and industrial emissions. Actual verified net storage is lowerโ€ฆ. Closing even the gap between todayโ€™s operating capacity and the announced [EIA estimated] 2030 pipeline would require an extraordinary acceleration in permitting, financing, construction, commissioning and sustained operating performance.

The interest and potential investment are there, he believes, but โ€œdeliveryโ€ is small and problematic.

โ€ฆ announcements are not delivery, storage resources are not injection capacity, and nameplate capacity is not independently verified climate impact. The next phase of CCS must therefore be more demanding than the last. By 2030, success should no longer be measured primarily by the number of projects announced, memoranda signed, licences awarded or billions committed. It should be measured by verified net tonnes securely stored, year after year. That requires a tougher delivery model.

He alludes to the problem of getting from hyperbole to practice.

We have largely solved the problem of attracting interest and announcing investment. We have not yet solved the delivery problem. That distinction matters because CCS cannot indefinitely be judged by its potential. Nor should every delay be explained by saying that the industry simply needs more policy support or more public money. After two decades, the burden of proof must begin to shift.

Continuing:

That shift also requires greater honesty about how progress is reported. Too many of the institutions responsible for advocacy and industry leadership still present CCS largely as a good-news story. New projects, funding awards and headline capacity are publicised; delays, cancellations, operating shortfalls and the absence of verified storage receive much less attention.

Final Comment

Government incentives for carbon capture and storage, formalized in the Energy Improvement and Extension Act of 2008 (Section 45Q tax credit), should be terminated to please the free-market community and many environmentalists. [2] The whole initiative is inconsequential to global or regional climate, and projects have been opposed by local residents in the U.S. and elsewhere. [3]


[1] Martin Jaggerโ€™s bio reads:

I am an Executive Consultant in Energy Transition Strategy and Decarbonisation Delivery with a track record of bringing operator discipline to CCS policy and projects. I established Shellโ€™s Carbon Capture and Storage Centre of Excellence in 2007 and helped shape international frameworks for long-term COโ‚‚ storage that informed UNFCCC CDM mechanisms and regulatory guidance.

I currently advise sovereigns, regulators and innovators on areas where policy realism, technical feasibility and capital must align. My work tests the credibility of targets, the true scaling pathways for CCS and low-carbon fuels, and the structural barriers that stall momentum โ€“ especially FID drag, subsidy distortion, infrastructure mis-sequencing and the policy-performance gap.

[2] The tax credits since 2022 are $85 per ton of COโ‚‚ stored for dedicated geologic storage projects and $60 per ton for COโ‚‚ utilization projects with associated storage, increased subsidies from $50 and $35 (2018) and $20 and $10 (2008). A summary of federal largess from Taxpayers for Common Sense reads:

For decades, the federal government has provided billions of dollars in both direct and indirect subsidies to support CCS technology and projects. These subsidies have included research, development, and demonstration (RD&D) funding, loan guarantees, and tax credits.

Over the past few decades some of these subsidies have gone to projects that have been repeatedly started and stopped, only to eventually collapse due to various economic issues and controversies (e.g., FutureGen, Kemper). Additionally, the 45Q tax credit, which has grown significantly in both size and scope, has been mired in fraud and waste. To date, the federal government has spent tens of billions of taxpayer dollars on CCS through research and development funding and tax credits, yet the technology is still struggling with widescale deployment issues due to high costsโ€ฆ.

According to the Congressional Research Service (CRS), Congress provided roughly $9 billion (in nominal dollars) in annual appropriations for DOEโ€™s FECM from FY2010 to FY2023, with over $2.8 billion specifically directed towards CCS line itemsโ€ฆ. Congress appropriated $12 billion more to the technology through the infrastructure law (Infrastructure Investment and Jobs Act, P.L. 117-58) and greatly expanded the already lucrative tax credit in the Inflation Reduction Act (Public Law 117-169).

[3] There are currently 15 operating CCS facilities in the U.S. and another 120 projects under development. The top ten projects are (verbatim):

1. Stratos Direct Air Capture (DAC) Project

Companies: Occidental Petroleum (through its subsidiary 1 Point Five) and Origis Energy
Capacity: 500, 000 metric tons of COโ‚‚ annually
Application: Direct Air Capture powered by a dedicated solar portfolio
Source: Origis Energy Commissions 500 MWdc Swift Air Solar Projects in โ€ฆ

2. CF Industries Donaldsonville CCS Facility

Companies: Calpine Corporation and Exxon Mobil
Capacity: Approximately 2 million metric tons of COโ‚‚ annually
Application: Low-carbon power generation from a new natural gas plant
Source: Calpine, Exxon Mobil sign CO 2 transportation and storage โ€ฆ

3. Calpine Baytown Energy Center CCS Project

Companies: CF Industries and Exxon Mobil
Capacity: A key component of Exxon Mobilโ€™s contracted ~9 million metric tons per annum (MTA) portfolio
Application: Decarbonization of ammonia production
Source: Hereโ€™s How XOM Is Scaling Up Its CCS Footprint to Reduce Emissions

4. Google-Backed Gas Power Plant with CCS

Companies: Google and Mitsubishi Power
Capacity: Designed to capture 90% of COโ‚‚ emissions
Application: Firm, low-carbon power for data centers
Source: Google Commits to First U.S. Gas-Fired Power Plant with Integrated โ€ฆ

5. California Resources Corporation (CRC) Carbon Terra Vault I (CTV I)

Company: California Resources Corporation
Capacity: Not specified; designed as a dedicated COโ‚‚ storage facility
Application: COโ‚‚ injection and permanent geologic storage
Source: California Resources Corporation Breaks Ground on Californiaโ€™s โ€ฆ

6. Sweetwater Carbon Storage Hub (SCS Hub)

Companies: Frontier Infrastructure and Baker Hughes
Capacity: Positioned to be one of the largest U.S. COโ‚‚ sequestration assets (specific tonnage not provided)
Application: Multi-user COโ‚‚ sequestration hub for industrial emitters
Source: Baker Hughes, Frontier Infrastructure Partner on Carbon Capture โ€ฆ

7. ADM Decatur CCS Facility

Company: Archer-Daniels-Midland (ADM)
Capacity: Averages nearly 0.5 Mtpa (based on 4.5 million metric tons sequestered over a decade)
Application: Long-term industrial CCS for ethanol production
Source: ADM and Carbon Capture and Storage

8. Lake Charles Power Station Integrated COโ‚‚ Capture Project

Company: Project supported by the U.S. Department of Energy (DOE)
Capacity: Not specified; large-scale pilot
Application: Advancing capture technologies for power generation
Source: [XLS] Sheet 1 โ€“ Climate Program Portal

9. Illinois COโ‚‚ Injection Project

Company: Unnamed Texas-based developer
Capacity: Not specified; early-stage regulatory filing
Application: New COโ‚‚ injection and storage project
Source: CP Daily Newsletter: Wednesday February 18, 2026 โ€“ Carbon Pulse

10. Bantam DAC Facility

Company: Climeworks
Capacity: Over 5, 000 tons of COโ‚‚ annually
Application: Direct Air Capture, noted as the largest operational DAC in the U.S. as of October 2025
Source: Facilities โ€“ CO 2 RE โ€“ Global CCS Institute

EPAโ€™s Clean Power Plan Rule Prioritizes Net-Zero Over Grid Reliability

Coal and natural gas plants provide 60% of the U.S.โ€™ affordable, reliable, and baseload power. In a time of increased electricity demand, America needs to double down on harnessing these sourcesโ€”not abandon them.

From Watts Up With That?

By Gabriella Hoffman Christian Palich

Coal and natural gas plants provide 60% of the U.S.โ€™ affordable, reliable, and baseload power. In a time of increased electricity demand, America needs to double down on harnessing these sourcesโ€”not abandon them.

The Environmental Protection Agency (EPA)โ€™s recently finalized Clean Power Plan 2.0 (CPP) rule, however, takes the country in the wrong direction. Under this regulation, one that is arguably illegal, existing coal and new natural gas power plants will be mandated to install emissions control technologies that arenโ€™t yet commercially viable. Plants that donโ€™t comply risk permanent closure. This unrealistic mandate is advanced under the guise of reducing greenhouse gas emissions 90% by 2032.

The Biden administration should nix this rule altogether given its many drawbacks to the American economy, all of which come with no environmental gain and are based on dubious authority. If it doesnโ€™t reverse course, a forthcoming Congressional resolution of disapproval and newly-filed lawsuits could stop overreach here.

The EPAโ€™s limited authority over-regulating greenhouse gas emissions was affirmed in the landmark June 2022 West Virginia vs. EPA decision. That case challenged the original Obama-era Clean Power Plan, and the Supreme Court ruled the EPA lacked the statutory authority to regulate greenhouse gas emissions. No change has been made to grant the EPA more authority over greenhouse gasses.

Moreover, the Clean Air Act says the EPA must craft achievable emission limitations standards that have been โ€œadequately demonstrated.โ€ Yet, the Carbon Capture technology that would be relied upon under this rule has never been โ€œadequately demonstratedโ€ on the scale that EPA is attempting to require.

The EPA rule would lead to grid instability because operators will be forced to adopt intermittent, unreliable, and costly sources like wind and solar. According to the Department of Energy, wind is only reliable 33.5% of the year while solar is dependable for just 24.9% of the time. Wind energy generation decreased for the first time last year. The federal government reports wind generation hit maturity with slower recorded wind speeds, despite adding 6.2 gigawatts of new wind capacity. Solar energy also had a bad 2023 with over 100 companies going bankrupt and expensive electricity rates. Many planned solar plants, including those receiving Inflation Reduction Act subsidies, are predicted to be canceled this year due to price collapse and waning demand.

The North American Electric Reliability Corporation (NERC) warned in its December 2023 Long-Term Assessment report that rigid policies like CPP 2.0 โ€œhave the potential to influence generatorsโ€ to close down their plants. The risk of massive electric reliability issues across the country is by no means a political talking point. In 2023, FERC Commissioner Danly stated in a hearing to the Senate Energy and Natural Resources Committee that โ€œthere is a looming reliability crisis in our electricity markets.โ€ In that same hearing, Commissioner Christie said โ€œThe United States is heading for a very catastrophic situation in terms of reliability.โ€ These are the experts sounding the alarm that we need more grid capacity from baseload sources, not intermittent ones, or we could face not just loss of commerce but a loss of human life.

CPP 2.0 promises to reduce greenhouse gas emissions by 90% by 2032 by mandating coal and natural gas plants install carbon capture and storage (CCS) or face closure. But the EPA is downplaying the nascent technologyโ€™s shortcomings.

CCS, as it stands, is expensive and will diminish coal and natural gas plant efficiency by at least 14%. Moreover, natural gas and coal plants retrofitted with first-generation carbon capture technology reportedly can expect a 50% and 70 to 80% increase in electricity costs, respectively.

In the U.S., we already have highly effective emissions technology that enables coal plants to run in an incredibly environmental way. For example, just look at how states that rely heavily on coal have almost none of the air quality issues of China or India. Thatโ€™s because of our emissions control technologies.

Letโ€™s call this rule out for what it really is: Itโ€™s a vehicle to punish coal country which has left the presidentโ€™s party in droves over the last 20 years, in favor of radical environmental non-governmental organization (NGO) donors who are a major constituency of this administration.

The finalized Clean Power Plan 2.0 rule is a bad deal for American energy producers and consumers. Congress should immediately pull the plug on this rule.

Gabriella Hoffman is director of Independent Womenโ€™s Forumโ€™s Center for Energy and Conservation (iwf.org/CEC) and host of the District of Conservation podcast.

Christian Palich is Vice President of Government & External Affairs at Eagle Forge Services Company, one of the nationโ€™s largest coal producers and a board advisory member for IWFโ€™s Center for Energy and Conservation.

This article was originally published by RealClearEnergy and made available via RealClearWire.