CCUS: 5 things to look for in 2026

2026 is pivotal for carbon capture, utilisation and storage (CCUS) as major hubs advance to FID, but success hinges on policy support. CCS hubs face a chicken-and-egg problem: operators need offtake commitments to justify capex, while emitters require infrastructure certainty. Projects with strong government support will break through. Those without face mounting challenges.

As CCUS progresses into large-scale infrastructure and hub development, which projects will advance? Will CO2 capture successfully expand into hard-to-abate industrial sectors? And will the growing integration of CCUS into compliance carbon markets unlock durable new revenue pathways? 

Drawing on insight from Lens Carbon, CCUS: 5 things to look for in 2026 explores these themes and more. Read it for our take on: 

• Mega-projects with mega risks
• CO₂ shipping gains momentum beyond Northern Lights
• Asia shifts from regulation to funding while US and Europe face policy headwinds
• And more. 

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