Carbon Capture, Utilization, and Storage (CCUS) has transitioned from a theoretical concept to a service industry. With carbon taxes rising globally, heavy emitters (cement, steel) are desperate for a solution.
The business here is Carbon-as-a-Service (CaaS). Third-party companies are building the pipelines and storage infrastructure, allowing industrial clients to simply pay a fee to have their emissions piped away and buried. It is the waste management industry of the 21st century.
The bottleneck isn’t technology; it is permitting. The companies that can navigate the regulatory maze to get pipelines approved are the ones holding the keys to the kingdom.