What are the latest news in the CCUS market?
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The CCUS market is moving from plans and studies into real projects, real permits, and real customer contracts.
In this blog post, we cover the latest and biggest CCUS market news and explain why each update matters in simple words.
We constantly update this CCUS market news page so readers can follow the most important changes without reading dozens of technical announcements.
And if you want to better understand this new industry, you can download our pitch covering the CCUS market.
Insights
- The biggest CCUS market signal is not only new capture technology, but the arrival of permitted storage sites that make real projects possible.
- Two EPA storage permits on the same day show that underground CO₂ storage is becoming a key bottleneck and a key value driver.
- Large carbon removal buyers are moving toward long contracts, which can help CCUS market projects look safer for project finance.
- TD Bank signed two major carbon removal deals in one week, showing that CCUS market demand is spreading beyond large technology companies.
- Northern Lights’ new CO₂ carrier shows that the CCUS market needs transport capacity as much as capture capacity.
- Cement, paper mills, and ethanol-linked projects show that the CCUS market is strongest where CO₂ is hard to avoid or easy to capture.
- Public funding for direct air capture is still important because many DAC projects need field data before private capital can scale them.
- The CCUS market is becoming more industrial, with growing demand for wells, ships, materials, monitoring tools, and engineering services.
This chart, included in our CCUS market deck, shows why CarbonCure stands out in CCUS
Summary table of the latest news in the CCUS market
We define the CCUS market as the set of products and services that enable capturing CO₂, conditioning it, moving it, and then either using it or storing it to prevent atmospheric release.
We include CO₂ capture, both point-source and direct air capture, compression and conditioning, CO₂ transport infrastructure and services, utilization pathways, and geological storage, including monitoring and verification directly tied to storage or durable utilization.
We exclude general decarbonization advisory, corporate carbon accounting not tied to specific CCUS projects, trading of carbon credits as a standalone activity, and CO₂ uses that are primarily for short-lived consumption without durable storage.
You can also read our detailed analysis to understand what are the quarterly updates in the CCUS market.
| Piece of news | Category | Exact date | Source |
|---|---|---|---|
| Deep Sky sold TD Bank more than 18,000 verified DAC removal credits. | Customer wins | June 4, 2026 | Deep Sky |
| GCCA and Global CCS Institute partnered to push CCS into cement. | Partnerships | June 4, 2026 | Global CCS Institute |
| Northern Lights added another CO₂ ship for Europe’s open-access CCS network. | Partnerships | June 3, 2026 | K Line |
| Climeworks signed a 10-year carbon removal supply deal with TD Bank. | Customer wins | June 1, 2026 | Climeworks |
| California started its first operational CCS injection at Carbon TerraVault I. | Company updates | May 26, 2026 | California Resources Corporation |
| Global CCS Institute published a new global CCS policy and regulatory review. | Market Research | May 11, 2026 | Global CCS Institute |
| California opened an $11 million DAC demonstration funding round. | Strategic Investments | May 1, 2026 | California Energy Commission |
| EPA approved a major Illinois CO₂ storage permit for Marquis Carbon Injection. | Regulations & Policies | April 10, 2026 | US EPA |
| EPA issued Kansas’s first Class VI CO₂ storage permit to PureField. | Regulations & Policies | April 10, 2026 | US EPA |
| Microsoft bought 626,000 tonnes of Canadian BECCS removals from Svante and MLTC. | Customer wins | April 6, 2026 | Svante |
| IEA said CCUS needs bankable business models, not only better technology. | Market Research | March 30, 2026 | IEA |
| Corning moved its Aircapture DAC materials partnership toward commercial deployment. | Partnerships | March 26, 2026 | Corning |
| A new DACCS study warned gigaton-scale DAC may need very high public support. | Opinions | March 19, 2026 | arXiv |
| Svante advanced a U.S. paper-mill BECCS project to feasibility. | Partnerships | March 10, 2026 | Svante |
Latest news of the CCUS market
Deep Sky sold TD Bank more than 18,000 verified direct air capture removal credits
Customer wins
What happened?
Deep Sky signed a 10-year offtake agreement with TD Bank Group. TD Bank Group will buy more than 18,000 verified direct air capture carbon removal credits from Deep Sky.
When was it?
This CCUS market news was announced on June 4, 2026.
Why is it big news?
This is big CCUS market news because it shows that banks are becoming serious buyers of durable carbon removal, not only technology companies.
Why should you care?
If you’re an investor in the CCUS market, this deal suggests that the customer base for carbon removal may become broader and less dependent on a few large tech buyers.
If you’re an entrepreneur in the CCUS market, this deal shows that financial institutions may pay for verified, durable, and easy-to-explain carbon removal credits.
As this chart shows, and as featured in our CCUS market deck, search interest in carbon credits has grown significantly
GCCA and Global CCS Institute teamed up to bring carbon capture into cement
Partnerships
What happened?
The Global Cement and Concrete Association and the Global CCS Institute signed a memorandum of understanding. The partnership is meant to support carbon capture and storage across the cement and concrete industry.
When was it?
This CCUS market news was announced on June 4, 2026.
Why is it big news?
This is big CCUS market news because cement is difficult to decarbonize, and cement plants often need carbon capture to cut process emissions.
Why should you care?
If you’re an investor in the CCUS market, cement carbon capture can create long-term demand for capture systems, CO₂ transport, and storage infrastructure.
If you’re an entrepreneur in the CCUS market, cement plants need practical solutions for capture equipment, heat integration, CO₂ handling, and monitoring.
This chart, included in our CCUS market deck, compares the main business model options for carbon capture project developers
Northern Lights added another CO₂ ship for Europe’s open-access CCS network
Partnerships
What happened?
K Line and MISC secured another long-term charter for a new liquefied CO₂ carrier for Northern Lights. The ship will support Northern Lights’ European CO₂ transport and storage service.
When was it?
This CCUS market news was announced on June 3, 2026.
Why is it big news?
This is big CCUS market news because carbon capture projects need transport routes, and ships can connect emitters to storage sites when pipelines are not available.
Why should you care?
If you’re an investor in the CCUS market, CO₂ shipping can become a valuable infrastructure layer as cross-border carbon storage grows.
If you’re an entrepreneur in the CCUS market, this creates opportunities in port handling, liquefaction, tanks, logistics software, and safety services.
This market map, featured in our CCUS market deck, highlights top companies and startups in the CCUS market
Climeworks signed a 10-year carbon removal supply agreement with TD Bank
Customer wins
What happened?
Climeworks Solutions signed a 10-year agreement to supply carbon removal credits to TD Bank. Climeworks said the agreement focuses on North American carbon removal credits.
When was it?
This CCUS market news was announced on June 1, 2026.
Why is it big news?
This is big CCUS market news because long-term carbon removal contracts can make direct air capture revenue easier to forecast.
Why should you care?
If you’re an investor in the CCUS market, multi-year contracts can make carbon removal companies easier to finance and value.
If you’re an entrepreneur in the CCUS market, this shows that buyers want trusted suppliers, clear delivery plans, and durable carbon removal credits.
This chart, featured in our CCUS market deck, illustrates revenue distribution by customer segment in the CCUS market
California started its first operational CCS injection at Carbon TerraVault I
Company updates
What happened?
California Resources Corporation began injecting CO₂ at Carbon TerraVault I in Kern County. California Resources Corporation described the project as California’s first operational carbon capture and storage project.
When was it?
This CCUS market news was announced on May 26, 2026.
Why is it big news?
This is big CCUS market news because California moved from carbon storage planning to real underground CO₂ injection.
Why should you care?
If you’re an investor in the CCUS market, an operating storage project lowers the fear that California carbon storage will stay stuck in planning.
If you’re an entrepreneur in the CCUS market, operating storage creates demand for field services, monitoring tools, engineering, software, and safety systems.
This chart, included in our CCUS market deck, illustrates yearly VC funding for CCUS startups
Global CCS Institute published a new global CCS policy and regulatory review
Market Research
What happened?
The Global CCS Institute published its CCS Policy Legal and Regulatory Review 2025. The report covers policy, legal, and regulatory developments for carbon capture and storage across major regions.
When was it?
This CCUS market news was published on May 11, 2026.
Why is it big news?
This is big CCUS market news because storage rights, permitting, long-term liability, and incentives can decide whether a project moves forward.
Why should you care?
If you’re an investor in the CCUS market, stronger regulation can make one country or region safer for capital than another.
If you’re an entrepreneur in the CCUS market, clear rules help you choose markets where customers can actually build projects.
This chart, included in our CCUS market deck, illustrates yearly funding for CCUS startups
California opened an $11 million direct air capture demonstration funding round
Strategic Investments
What happened?
The California Energy Commission released a funding opportunity for pre-commercial direct air capture demonstration projects. The program also supports community engagement around DAC projects.
When was it?
This CCUS market news was announced on May 1, 2026.
Why is it big news?
This is big CCUS market news because public funding can help direct air capture startups test systems before full commercial scale.
Why should you care?
If you’re an investor in the CCUS market, public funding can reduce early technical risk before larger private rounds happen.
If you’re an entrepreneur in the CCUS market, this funding can support pilots, field data, and local community work.
In our CCUS market deck, we tell you what to focus on
EPA approved a major Illinois CO₂ storage permit for Marquis Carbon Injection
Regulations & Policies
What happened?
The U.S. EPA approved a Class VI permit for Marquis Carbon Injection in Putnam County, Illinois. The permit allows underground CO₂ injection and storage under monitoring and safety requirements.
When was it?
This CCUS market news was announced on April 10, 2026.
Why is it big news?
This is big CCUS market news because permitted storage is one of the main bottlenecks for carbon capture projects.
Why should you care?
If you’re an investor in the CCUS market, permitted CO₂ storage can unlock project finance and signal where future hubs may form.
If you’re an entrepreneur in the CCUS market, a permitted site creates demand for wells, compression, CO₂ handling, safety systems, and monitoring.
In our CCUS market deck, we identify pain points entrepreneurs should prioritize
EPA issued Kansas’s first Class VI CO₂ storage permit to PureField
Regulations & Policies
What happened?
EPA Region 7 issued a final Class VI well permit to PureField Carbon Capture near Russell, Kansas. The U.S. EPA said this was the first Class VI well permit in Kansas and in Region 7’s four Heartland states.
When was it?
This CCUS market news was announced on April 10, 2026.
Why is it big news?
This is big CCUS market news because Kansas became a newly permitted geography for underground CO₂ storage.
Why should you care?
If you’re an investor in the CCUS market, a new permitted storage state can create early opportunities before the region becomes crowded.
If you’re an entrepreneur in the CCUS market, early activity in Kansas can help you build relationships with emitters, landowners, drillers, and regulators.
In our CCUS market deck, we dentify risks investors and builders need to be aware of
Microsoft bought 626,000 tonnes of Canadian BECCS removals from Svante and MLTC
Customer wins
What happened?
Microsoft agreed to buy 626,000 tonnes of durable carbon removal credits over 15 years. The credits come from the North Star BECCS project in Saskatchewan, linked to Svante and Meadow Lake Tribal Council.
When was it?
This CCUS market news was announced on April 6, 2026.
Why is it big news?
This is big CCUS market news because a long-term buyer contract can help a carbon removal project become financeable.
Why should you care?
If you’re an investor in the CCUS market, a buyer like Microsoft can reduce revenue risk for a capital-heavy BECCS project.
If you’re an entrepreneur in the CCUS market, this deal shows that buyers want durable, measurable, and deliverable carbon removals.
In our CCUS market deck, we ensure you have the latest information
IEA said CCUS needs bankable business models, not only better technology
Market Research
What happened?
The International Energy Agency published Financing CCUS at Scale. The report focused on how carbon capture projects can move from plans to operating assets through better business models, risk sharing, and financing.
When was it?
This CCUS market news was published on March 30, 2026.
Why is it big news?
This is big CCUS market news because the question is no longer only whether the technology works, but whether projects can make financial sense.
Why should you care?
If you’re an investor in the CCUS market, this report helps you focus on projects with clear revenue, clear risk sharing, and usable infrastructure.
If you’re an entrepreneur in the CCUS market, this report is a reminder that a strong technology demo is not enough without a real buyer and a storage path.
In our CCUS market deck, we like to quantify things to make things easier to understand
Corning moved its Aircapture DAC materials partnership toward commercial deployment
Partnerships
What happened?
Corning and Aircapture advanced a multi-year collaboration toward commercial deployment. Corning is supplying advanced ceramic materials for Aircapture’s modular direct air capture systems.
When was it?
This CCUS market news was announced on March 26, 2026.
Why is it big news?
This is big CCUS market news because direct air capture needs reliable materials and industrial supply chains, not only capture designs.
Why should you care?
If you’re an investor in the CCUS market, suppliers can benefit from several direct air capture winners instead of betting on only one project developer.
If you’re an entrepreneur in the CCUS market, this shows opportunities in materials, manufacturing, heat management, system integration, and maintenance.
This chart, included in our CCUS market deck, shows why CarbonCure stands out in CCUS
A new DACCS study warned gigaton-scale direct air capture may need very high public support
Opinions
What happened?
A March 2026 research paper modeled the policy cost of scaling direct air carbon capture and storage. The study found that gigaton-scale DACCS may be possible in some scenarios, but only with large and sustained support.
When was it?
This CCUS market news was published on March 19, 2026.
Why is it big news?
This is big CCUS market news because the study gives a reality check on how expensive large-scale direct air capture could be.
Why should you care?
If you’re an investor in the CCUS market, this study highlights policy risk, subsidy risk, and power price risk for direct air capture.
If you’re an entrepreneur in the CCUS market, this study shows why a credible cost-down path matters as much as the climate benefit.
As this chart shows, and as featured in our CCUS market deck, search interest in carbon credits has grown significantly
Svante advanced a U.S. paper-mill BECCS project to feasibility
Partnerships
What happened?
Svante said its BECCS project at a paper mill in the southeastern United States moved to the feasibility study phase. The project is being developed with an integrated sustainable packaging company.
When was it?
This CCUS market news was announced on March 10, 2026.
Why is it big news?
This is big CCUS market news because paper mills can provide biogenic CO₂ that can become durable carbon removal if captured and stored.
Why should you care?
If you’re an investor in the CCUS market, industrial BECCS may be more practical than some early-stage carbon removal ideas because it starts from existing facilities.
If you’re an entrepreneur in the CCUS market, existing industrial sites need retrofit design, capture systems, verification, storage access, and commercial structuring.
Related blog posts
- What is new in the CCUS market?
- How strong is fundraising in the CCUS market right now?
- What is the real size of the CCUS market today?
- How funding activity has evolved in the CCUS market
- What are the fundraising trends in the CCUS market?
- A complete list of funding deals in the CCUS market
- The full range of business models in the CCUS market
- The startups that have raised the most funding in the CCUS market
