Carbon capture, utilization, and storage (CCUS) is critical to achieving net-zero emissions in hard-to-abate sectors and decarbonizing industrial processes. ADI Analytics supports clients in evaluating CCUS technologies, market opportunities, and strategies for deployment, investment, and commercialization.
Carbon capture, utilization, and storage (CCUS) is a suite of technologies that capture CO₂ emissions from industrial sources or directly from the atmosphere and either store them permanently underground or convert them into useful products. As global decarbonization goals intensify, CCUS is gaining traction across sectors like refining, chemicals, cement, steel, and power generation.
The U.S. has emerged as a leading market for CCUS, driven by robust policy support. The Inflation Reduction Act expanded the 45Q tax credit, raising the value of CO₂ captured from industrial facilities and direct air capture (DAC) plants. Additionally, DOE funding and Class VI permitting support are accelerating the development of CO₂ pipelines, storage hubs, and DAC projects.
In parallel, voluntary carbon markets (VCMs) are evolving to support broader CCUS deployment by enabling credit generation and revenue streams from carbon removal projects. However, these markets are still developing and face growing pains related to standardization, transparency, and buyer confidence. New U.S. guidelines released in 2024 aim to bring greater integrity to VCMs, and efforts are underway to build the next generation of VCM infrastructure through digital monitoring, robust MRV (monitoring, reporting, and verification), and third-party registries.
Despite the momentum, CCUS and DAC face persistent challenges: high capital costs, permitting delays, uncertain offtake agreements, and gaps in CO₂ transport and storage infrastructure. DAC, while promising for negative emissions, remains costly and early-stage. Unlocking commercial viability will require policy stability, value chain coordination, and credible carbon monetization frameworks.
How ADI helps
ADI Analytics supports clients across the CCUS and DAC value chain with consulting and research services that guide planning, investment, and commercialization:
- Market intelligence & forecasting including CO₂ capture potential modeling, regional hub and infrastructure analysis, cost benchmarking, and scenario planning for 45Q, DAC, and voluntary carbon markets.
- Project evaluation & asset strategy covering site screening, CO₂ source-sink matching, techno-economic assessments, lifecycle emissions modeling, and evaluation of storage capacity and transport logistics.
- Technology & policy analysis involving assessment of CCUS and DAC technology maturity, cost curves, regulatory frameworks, permitting pathways, carbon accounting methodologies, and VCM guidelines.
- Investment support & commercial due diligence such as evaluation of CCUS and DAC developers, equipment providers, and storage operators for acquisition, partnership, or investment.
- Strategic planning & commercialization strategy including roadmap development, commercialization and go-to-market strategies for early-stage technologies, and business model design for CO₂ utilization, storage, and monetization via carbon credits.
- ADI’s multi-client study on DAC providing in-depth analysis of direct air capture markets, technology development, cost economics, scalability challenges, and the competitive landscape to inform stakeholder strategies.
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