Скачать или смотреть Can finance and policy unlock the carbon capture boom? Interchange Recharged (Podcast - Audio)

Can finance and policy unlock the carbon capture boom? (Recorded live at CCUS in Houston)

Carbon capture is moving from pilot to profit but can finance, policy and technology scale together fast enough? In this special live episode from CCUS in Houston, Sylvia Leyva Martinez, Director for North America Utility-Scale Solar at Wood Mackenzie, explores how capital, regulation, and innovation are converging to make carbon capture commercially viable.

Sylvia is joined by leaders from finance, law, and technology who are shaping the path forward - from bankable business models to regulatory certainty and field-level precision.

This episode unpacks the shifting economics of CCUS, growing investor confidence, and how decades of oil and gas expertise are being repurposed for a net-zero future.

Sylvia and her guests discuss:

Financing first-of-a-kind projects: How banks are assessing risk and returns in carbon capture.
Policy as the backbone: Why 45Q remains central to project economics — and what comes next.
Regulatory clarity: How new guidance on tax credits and reporting rules is driving confidence.
Pipeline permitting: Why infrastructure bottlenecks could slow deployment without reform.
Technology readiness: How precision measurement, automation, and AI are de-risking projects.
The bigger picture: Why finance follows certainty — and how collaboration is accelerating progress.

In this episode:
0:00 Introduction
0:46 Bank of America’s role in CCUS finance
2:49 The biggest technology challenges in carbon capture
4:49 Financing, insurance and risk management in CCUS projects
7:33 Policy impacts and the importance of 45Q incentives
8:21 Building bankable revenue models for CCUS
10:08 Best early applications for carbon capture technology
11:32 Innovation and emerging technologies in CCUS
13:48 Community engagement and social license to operate
15:21 Accelerating investment and market confidence
18:16 Policy, business model and legal frameworks for CCUS
20:42 Pipeline regulation and infrastructure challenges
24:56 Greenhouse gas reporting and regulatory uncertainty
28:05 Market conditions and investor sentiment
33:10 Transitioning from oil and gas to decarbonisation
38:43 The future: technology, data and collaboration in CCUS

Guests:
Omer Farooq, Head of Sustainable Asset Finance, Bank of America
Liz McGinley, Partner, Bracewell LLP
Shahul Hameed, Vice President, Global Oil & Gas Measurement Instrumentation, Emerson

Host:
Sylvia Leyva Martinez is a Research Director at Wood Mackenzie. She covers utility-scale solar PV in the US and Canada, focusing on market dynamics, business models, and financial strategies in the energy transition.

Links:
Interchange Recharged on woodmac.com: https://www.woodmac.com/podcasts/the-...
Interchange Recharged on Apple Podcasts: https://podcasts.apple.com/us/podcast...
Interchange Recharged on Spotify: https://open.spotify.com/show/19HNFf7...

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