Market Insights & Research - Page 7

Institutional-grade techno-economic analysis, empirical data reports, and sovereign energy intelligence.

⚡ New — June 2026

DAC 2026: The Performance Gap Between Predictive Modeling and Commercial Reality

Independent techno-economic re-evaluation: Climeworks Mammoth at 2% capacity utilization, Stratos CapEx inflated to $1.2B, verified net removal of only 105 tCO₂. The most rigorous direct air capture analysis of 2026.

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Direct Air Capture in 2026: Cost, Scale, and Path to $200/tCO₂

The baseline industry roadmap and theoretical targets for direct air capture as announced at the start of 2026. The foundation for understanding the empirical crisis documented in the updated report.

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