Key Takeaways
- Climeworks Orca plant captures 4,000 tonnes of CO2 per year
- Total global operational DAC capacity in 2023 is approximately 10,000 tonnes CO2 annually
- Orca plant removes 36,000 tonnes of CO2 over its first few years of operation cumulatively
- Climeworks Mammoth plant targets 36,000 tonnes CO2/year by 2025
- 1PointFive plans 10 additional STRATOS-scale plants post-2025
- Heirloom aims for 1 MtCO2/year by 2030 across multiple sites
- Current DAC cost ranges $250-600 per tonne CO2
- Climeworks Orca selling credits at $600-1,200/tonne
- Carbon Engineering levelized cost $232-370/t with incentives
- DAC requires 5-8 GJ/tonne thermal energy typically
- Climeworks solid sorbent uses 1.5-2 MWh/tonne electricity
- Carbon Engineering liquid solvent needs 5.25 GJ/tonne heat + 0.6 MWh elec
- DAC global potential 5-15 GtCO2/year by 2100
- IEA Net Zero by 2050 scenario: DAC removes 1.7 Gt/year by 2050
- DAC needs to scale 6,000x from today for 1% climate mitigation
Direct air capture stats cover capacity, growth, costs, plants, and future scaling.
Current Capacity and Performance
- Climeworks Orca plant captures 4,000 tonnes of CO2 per year
- Total global operational DAC capacity in 2023 is approximately 10,000 tonnes CO2 annually
- Orca plant removes 36,000 tonnes of CO2 over its first few years of operation cumulatively
- Climeworks Orca achieves 90% uptime in its first year
- 1PointFive's STRATOS plant expected to capture 500,000 tonnes CO2/year upon full operation
- Heirloom's first facility captures 1,000 tonnes CO2 in initial tests
- Global DAC operational capacity grew from 900 tonnes/year in 2021 to 10kt in 2023
- Climeworks has removed over 50,000 tonnes CO2 cumulatively by 2024 across facilities
- Orca plant uses 2,500 MWh electricity annually
- DAC pilots worldwide capture ~20,000 tonnes/year including semi-commercial
- Verdox pilot captures 100 tonnes CO2/year equivalent in tests
- Carbon Engineering's pilot removed 1,000 tonnes CO2 since 2015
- Global Capture dashboard lists 11 operational DAC units totaling 12kt/year
- Climeworks Orca sequesters CO2 1km underground at 800m depth
- STRATOS plant uses solvent-based capture achieving 95% purity CO2
- Heirloom achieves 1.5 GJ/tonne thermal energy use in demos
- DAC operational capture rate averages 80-90% sorbent efficiency
- Climeworks modules capture 50 tonnes CO2 each per year
- Total verified DAC removals via Puro.earth exceed 20,000 tonnes by 2024
- Orca plant offsets 8,000 roundtrip flights annually
- Global DAC fleet captures 0.01 MtCO2/year as of mid-2024
- Sustaera's South Korea plant captures 500 tonnes/year initially
- Net Zero's NZ1 plant operational at 250 tonnes/year
- Capture rate of Orca is 4kt/year with modular design scalability
Current Capacity and Performance Interpretation
Economic Metrics
- Current DAC cost ranges $250-600 per tonne CO2
- Climeworks Orca selling credits at $600-1,200/tonne
- Carbon Engineering levelized cost $232-370/t with incentives
- Heirloom targets <$100/t by 2030 with lime cycle
- Verdox electrochemical process aims $100-150/t
- Global DAC LCOF median $340/t in 2023 assessments
- US 45Q tax credit $180/t boosts economics to $100-200/t net
- Climeworks cost trajectory: $100/t by 2030 with scale
- Occidental STRATOS capex $1.2 billion for 500kt/year
- DAC market projected $1-2 billion revenue by 2030
- Levelized cost drops 20% per doubling of capacity
- EU ETS carbon price $80/t impacts DAC breakeven
- Heirloom capex $200-300/t capacity
- Sustaera costs $150/t target with geothermal
- Investment in DAC reached $1.5 billion by 2023
- DAC carbon credit prices averaged $750/t in 2023 sales
- Global DAC capex needs $150/t to compete with nature-based
- Node Energy modular costs $250/t at small scale
- BlueDot wet sorbent DAC <$200/t potential
Economic Metrics Interpretation
Global Potential and Policy
- DAC global potential 5-15 GtCO2/year by 2100
- IEA Net Zero by 2050 scenario: DAC removes 1.7 Gt/year by 2050
- DAC needs to scale 6,000x from today for 1% climate mitigation
- US DOE targets 1 Mt/year DAC by 2030 nationally
- EU Innovation Fund allocated €250M to DAC projects
- Global DAC capacity must reach 80 Mt/year by 2030 for 1.5°C
- 980 Mt/year DAC required in SSP1-1.9 scenario by 2050
- US BIL funds $3.5B for 4 DAC hubs totaling 1Mt/year
- IRA 45Q credit increased to $180/t storage spurs 100 Mt policy potential
- Global CDR market incl DAC projected $100B/year by 2030
- DAC could provide 10% of residual emissions removal post-2050
- Policy support via 15 countries' CDR strategies including DAC
- Deployment rate needs 50 Mt/year added annually from 2030
- DAC land potential unlimited vs BECCS constraints
- Global South DAC hubs could capture 2 Gt/year with finance
- Canada tax credit 60% for DAC capex drives 10 Mt policy goal
- 130 Gt cumulative DAC removal needed for net-zero models
- UK CCS strategy targets 20-30 Mt/year CDR incl DAC by 2050
- Global 500+ DAC-related patents filed since 2015
- Australia DAC roadmap aims 1 Mt/year by 2030
Global Potential and Policy Interpretation
Project Pipeline
- Climeworks Mammoth plant targets 36,000 tonnes CO2/year by 2025
- 1PointFive plans 10 additional STRATOS-scale plants post-2025
- Heirloom aims for 1 MtCO2/year by 2030 across multiple sites
- Occidental plans 100 DAC hubs globally capturing 1Mt/year initially
- Climeworks Project Cypress in Louisiana: 1Mt/year by 2030
- Carbon Engineering's Texas hub planned for 1Mt/year
- Verdox commercial plant targets 1Mt/year by 2028
- Global DAC pipeline totals 130 projects with 37 Mt/year capacity announced
- Eion's first DAC site planned for 10,000 tonnes/year in Canada
- Removr plans 50,000 tonnes/year facility in Texas
- Loop's Louisiana plant under construction for 50,000 t/year
- Global Capture tracks 72 projects under development totaling 20 Mt/year
- Calix's LEILAC solid sorbent project scales to 100kt/year FID 2025
- Sustaera Korea expansion to 50,000 t/year by 2027
- Net Zero plans NZ2 at 1,000 t/year in 2026
- Ad Astra's Mississippi plant 100kt/year planned
- Windfall Bio DAC integration targets 10kt/year pilots
- Node Energy modular DAC 1kt/year units for 2026
- BlueDot Impact's low-cost DAC pipeline 1Mt/year ambitions
Project Pipeline Interpretation
Technical Parameters
- DAC requires 5-8 GJ/tonne thermal energy typically
- Climeworks solid sorbent uses 1.5-2 MWh/tonne electricity
- Carbon Engineering liquid solvent needs 5.25 GJ/tonne heat + 0.6 MWh elec
- Heirloom lime process 1.5 GJ/tonne thermal low-temp
- Verdox electro-swing uses 0.8 MWh/tonne no heat
- Global DAC average energy intensity 8-10 GJ CO2e/t including parasitic
- Orca plant electricity from 100% geothermal 2,400 MWh/year
- DAC water use 10-20 tonnes per tonne CO2 captured
- Sorbent regeneration temp 80-120°C for low-energy DAC
- CO2 purity from DAC >99% post dehydration
- Climeworks fan energy 20-30% of total electricity use
- DAC land use 1-10 m² per tonne/year capacity
- Electrochemical DAC voltage swing 0.5-1V per cycle
- Moisture swing adsorption reduces energy by 50% vs temp swing
- DAC CO2 concentration input 420 ppm ambient air
- Regeneration efficiency >90% in commercial sorbents
- Passive DAC concepts <1 GJ/t with ambient humidity
- DAC with mineralization uses 2 GJ/t including calcination
- Solar thermal integration cuts energy cost 30% for DAC
Technical Parameters Interpretation
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