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Carbon Capture in the Era of Clean Energy Policy: Lifecycle Analysis of Capture Efficiency of CCUS Projects in the US

クリーンエネルギー政策時代の炭素回収:米国CCUSプロジェクトの回収効率に関するライフサイクル分析 (AI 翻訳)

Amanda Campos, M. Z. Jacobson

Stanford Digital Repository📚 査読済 / ジャーナル2026-05-19#CCUSOrigin: US
DOI: 10.25740/vm484nh7282
原典: https://doi.org/10.25740/vm484nh7282

🤖 gxceed AI 要約

日本語

米国116件のCCUSプロジェクトのライフサイクル分析により、平均正味回収率は39~58%と推定され、一般的な90%を大きく下回る。特にEOR向けプロジェクトでは正味排出増加が多く、45Q税額控除の設計に問題があることを示唆。政策改善として、データ監視強化やライフサイクル分析の活用、CCUS以外の脱炭素政策の優先を提言。

English

Lifecycle analysis of 116 US CCUS projects finds average net capture rates of 39-58%, well below the common 90% assumption. Projects using CO2 for enhanced oil recovery often result in net emissions increases, suggesting flaws in the 45Q tax credit design. Recommendations include enhanced data monitoring, lifecycle analysis for policy evaluation, and prioritizing non-CCUS climate policies.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本でもCCUSはGX実現の柱として期待されているが、本論文は政策設計においてライフサイクル全体の排出量を考慮する重要性を浮き彫りにする。日本のGXリーグやカーボンプライシングの議論において、補助金制度の有効性を検証する上で貴重な示唆を提供する。

In the global GX context

This paper challenges the widely assumed 90% capture efficiency for CCUS, highlighting the need for rigorous lifecycle accounting in global disclosure frameworks like ISSB and TCFD. It also raises critical questions about the effectiveness of carbon pricing and subsidies for CCUS, especially when linked to enhanced oil recovery, informing policy debates worldwide.

👥 読者別の含意

🔬研究者:Provides empirical evidence of lifecycle inefficiencies in CCUS, urging further research on net carbon accounting for carbon removal technologies.

🏢実務担当者:Highlights the risk that CCUS projects with EOR may not deliver net climate benefits, informing corporate strategy and disclosure of carbon credits.

🏛政策担当者:Directly critiques existing subsidy design (45Q) and recommends policy adjustments to align incentives with true net emissions reduction.

📄 Abstract(原文)

As average global temperatures rise, time runs out to limit global warming, which requires lowering greenhouse gas emissions. Over the past twenty years in the US, policies encouraging the buildout of carbon capture technologies have harnessed increasing support. This culminated in the Inflation Reduction Act’s and One Big Beautiful Bill Act’s expansion of the 45Q subsidy, which awards tax credits based on the amount of CO2 reported to be captured by a project. Given this increasingly-supported policy design, this thesis estimates the net carbon capture efficiencies for the 116 operational and in-development carbon capture, utilization, and storage projects in the US. Overall, the average high-end net capture rate for all projects is 58%, while the average low-end net capture rate is 39.1%. When the emissions associated with the carbon intensity of steel CO2 pipelines are excluded, the average high-end net capture rate for all projects is 61.6%, while the average low-end net capture rate is 42.7%. These estimates are substantially lower than the 90% capture rate that is ubiquitous in the current literature. Most notably, out of the projects which sell the captured CO2 for enhanced oil recovery, most were found to have negative net capture rates, such that they ultimately release more CO2-equivalent emissions than they capture. Consequently, current policy is misaligned with in-practice and lifecycle net capture rates, particularly when it comes to the 45Q tax credit’s granting of $85 per metric ton of CO2 captured both for projects that store the captured CO2 in geologic storage as well as those that sell it for enhanced oil recovery. Key policy recommendations stemming from this study include greater data monitoring, use of lifecycle analyses when evaluating carbon capture, and prioritization of other, non-CCUS climate policies that aim to fully displace emitting sources.

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