The Capture Dilemma

The Capture Dilemma: Climate Fix or Delay Tactic?

Can carbon capture, utilisation, and storage (CCUS) truly deliver climate progress, or is it just buying fossil fuels more time? For Energy Considered’s 5,000 tracked Key Opinion Leaders (KOLs), that question dominated debates in 2025.

In early 2025, mentions began to build and optimism was evident. In Q1, CCUS was mentioned 222 times, most often tied to blue hydrogen, power-plant retrofits, and heavy industry decarbonisation. U.S. tax credits like 45Q and new EU subsidies gave an impression of unstoppable momentum. Our tracked KOL, José Mauro Ferreira (Director of Petroleum, Gas and Biofuels Studies) framed CCUS as balancing Brazil’s growth with emissions goals.

By Q2, mentions rose to 361 as debates intensified. Some observers warned that CCUS could become a crutch for oil and gas, while others stressed its value in hard-to-abate industries. The core divide sharpened: is CCUS helping the transition, or slowing it?

The Capture Dilemma: Climate Fix or Delay Tactic?

At the start of the year, carbon capture felt like a comeback story. Discussions around global data-centre growth intensified, with Energy Considered’s 5,000 tracked Key Opinion Leaders (KOL) weighing in on policy, energy efficiency, and sustainability. Within that wider debate, CCUS gained fresh momentum. In Q1 ’25, CCUS drew 222 mentions across our KOL community, many spotlighting lab-to-field gains: smarter solvents, faster membranes, and modular capture units pushing costs down. Flagship approvals from Canada’s $16.5bn Pathways Alliance network to the UK’s Liverpool Bay project suggested scale might finally meet affordability.

By Q2’25, the volume grew louder, 361 mentions, but the mood sobered. The questions shifted from “Can we build it cheaper?” to ”Can we trust what’s claimed?” Capture rates, permanence, and lifecycle emissions moved to the front of the stage. Tracked energy law scholar James W. Coleman underscored the stakes: “Carbon capture and storage (CCS) is … the key technology on which the world’s transition to net zero depends.” (Professor of Law, University of Minnesota).

Yet trust hinges on rules that match the rhetoric. Tracked KOL, Elizabeth J. Wilson has long warned that deployment without clear liability and MRV invites trouble: “There has been insufficient attention paid to how to structure legal liability for the short-term or long-term risks associated with the geologic sequestration of CO₂.” (Professor of Environmental Studies, Dartmouth). Her work foreshadowed today’s clamp-down: Canada’s anti-greenwashing push (Bill C-59) and the EU’s standardization drive that bakes additionality, permanence, and lifecycle integrity into CCUS frameworks.

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The Capture Dilemma: Climate Fix or Delay Tactic? - Quarter 2 2025

Case for tracking:

In Q2 2025, CCUS gained momentum as U.S. policy proposals to expand 45Q tax credits advanced and the EPA approved more CO2 injection wells, enabling companies like Occidental to scale carbon storage alongside fossil fuel production. Public support is growing, but the bankruptcy of a major carbon credit startup raised concerns about greenwashing and the credibility of carbon accounting.

Meanwhile, Microsoft’s investment in large-scale carbon removal shows rising corporate interest despite the U.S. cancelling 24 clean energy projects. Compared to Q1, Q2 marks a shift to larger-scale deployment and institutional incentives. This landscape requires tracking whether CCS delivers real emissions reductions or simply prolongs fossil fuel dependence.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

Unlock Full Access to this Insight

To continue reading this briefing and explore deeper insights, register for access to our Energy Insights Portal. Inside, you’ll find:

  • Extended editorial briefings with in-depth analysis and empirical data drawn from 5,000 of the world’s most influential commentators on the energy industry on key issues shaping the energy sector.
  • Monthly and quarterly data identifying and tracking how energy industry leaders are engaging with critical topics.
  • In depth research explaining why energy industry leaders are engaging with these key issues and providing the context and framework for further exploration.
  • Quantitative primary research conducted with responses from energy industry leaders on our panel, providing unique answers to the issues affecting the global energy industry.
  • Power BI dashboards offering dynamic exploration of 5,000 energy key opinion leaders, social and digital narrative analysed against 14 strategic and tactical energy industry metrics.
  • Expert interpretation of what these issues really mean to the industry and what decisions can be taken on the back of unprecedented empirical evidence.

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