The Race to Negative Emissions Technologies and the Centrality of Fossil Fuel Companies
ネガティブエミッション技術への競争と化石燃料企業の中心性 (AI 翻訳)
Giorgio Tripodi, Linda Sabattini, Martina Iori, Francesco Lamperti
🤖 gxceed AI 要約
日本語
本論文は、化石燃料企業が炭素回収技術（CCSとDAC）において果たす役割を技術的一貫性の観点から分析。国際エネルギー機関のデータと特許情報を用い、既存企業はCCSで中心的存在だが、DACとはほとんど関与していないことを発見。DACは化石燃料企業にとって能力破壊的革新であり、持続可能性移行における既存企業の関与を評価する上で、技術的一貫性が重要であると結論付ける。
English
This paper examines the role of fossil fuel companies in carbon removal technologies using IEA data, corporate records, and patents. It finds that incumbents are central to CCS but largely disconnected from emerging direct air capture (DAC) projects, supporting the view that DAC is a competence-destroying innovation. The study underscores the importance of technological coherence in assessing incumbent engagement with sustainability transitions.
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
日本ではCCUSがGX実現の重要技術と位置づけられ、政府も大規模実証を推進している。本論文は、既存の化石燃料企業がCCSでは強みを発揮する一方、DACでは苦戦する理由を技術的一貫性で説明しており、日本のCCUS政策や企業戦略に示唆を与える。
In the global GX context
Globally, negative emissions technologies are critical for net-zero targets. This paper provides a novel empirical analysis of how incumbents leverage existing capabilities in CCS but face discontinuities with DAC, informing policy and corporate strategy for scaling carbon removal.
👥 読者別の含意
🔬研究者:Innovation scholars can leverage the competence-based framework and empirical network analysis to study technology transitions in other industries.
🏢実務担当者:Fossil fuel companies can assess their strategic positioning in carbon removal markets based on technological coherence.
🏛政策担当者:Policymakers should monitor collaboration networks and patenting to design policies that effectively foster DAC development.
📄 Abstract（原文）
Capturing carbon is increasingly critical to keeping the Paris Agreement within reach. However, developing and scaling solutions that permanently remove CO 2 from the atmosphere represents a major technological and societal challenge. In this context, the role of incumbents in shaping the trajectory of emerging technologies remains unclear and often ambiguous. Adopting a competence-based perspective centered on technological coherence, this article examines the role of fossil fuel companies in the evolving carbon sequestration industry, contrasting carbon capture and storage—a technology that captures CO 2 from emission sources—with direct air capture (DAC), a novel approach that directly removes carbon from ambient air. Using International Energy Agency data on carbon capture projects combined with corporate, financial, and patent records, we reconstruct and analyze the global network of organizations active in the sector. Results show that fossil fuel companies are central players in the global carbon capture landscape, leveraging established assets and expertise, but are largely disconnected from emerging DAC projects. This supports the view that DAC is a competence-destroying innovation for the fossil fuel industry, involving substantial process and product discontinuities, as further confirmed by patent analysis, which reports a substantial distance between incumbents’ and DAC-related technical knowledge. In contexts characterized by high entry barriers, technological coherence—beyond complementary assets and societal value—appears crucial for assessing how incumbents engage with technologies addressing grand challenges. Jointly monitoring collaboration networks and innovation activities within incumbent industries is therefore essential for understanding how new technologies may (or may not) contribute to sustainability transitions.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1177/00076503261447805first seen 2026-07-16 04:59:11
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