Episode #42
EP:39 The CO2 Market Has Changed
Catching Carbon is back. After taking some time away, Luke and Jeff return to a CO₂ landscape that looks very different from when the podcast began in 2022. Supply may be more stable in parts of the U.S. today, but new pressures are building, and the ripple effects could fundamentally change where CO₂ comes from, what it costs, and how reliably end users can get it. In this comeback episode, Luke and Jeff reconnect the dots between the headlines and the CO₂ supply chain. They dig into carbon dioxide removal (CDR) markets, data center growth, sequestration, Class VI wells, traditional CO₂ sources, rising transportation costs, global energy and fertilizer markets, and emerging regional supply concerns. More importantly, they look at what all of this means for the companies that actually rely on CO₂ every day. This episode also sets the stage for what’s next on Catching Carbon: identifying the warning signs of potential CO₂ disruption, exploring alternative sources, talking with the companies developing new technologies, and helping end users understand how to build greater security of supply. The market has changed. The conversation around carbon has changed. And Catching Carbon has a lot to catch up on. Welcome back.
