CCUS: 5 things to look for in 2026
Predictions for the year ahead
1 minute read
Stephanie Chiang
Senior Research Analyst, CCUS
Stephanie Chiang
Senior Research Analyst, CCUS
Stephanie provides insight and analysis on CCUS to project developers, technology providers, investors and governments.
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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.