Carbon Solutions Forum

Sip & Chip

Hosted by 

Working Groups – 9:00 am – 10:00 am

From Molecule to Megawatt: Supplying Low-Carbon Gas and Power This working group examines how LNG, RNG, CCS-enabled gas, and carbon instruments are being combined into commercially viable offerings that satisfy buyer expectations, regulatory scrutiny, and financing requirements.

• Moderated by: Katie Panczak, Vice President, Business Development, DT Midstream

Pre-FID Reality Check: What Actually Unlocks Capital? Many decarbonization projects fail before the final investment decision. This working group focuses on the practical risks, proof points, and structural choices, across policy, offtake, and execution, which determine whether capital is deployed or delayed.

• Moderated by: Victor Pascucci III, Co-Founder and Managing General Partner, Energy Capital Ventures

• How are evolving federal and state regulations shaping decarbonization strategies and investment decisions for energy companies?
• Successful case studies: Which initiatives, projects, or technologies are proving most effective in helping companies achieve measurable emissions reductions?
• Has the surge in power demand become a real driver for decarbonization within the energy sector? What partnerships are emerging to deliver reliable, lower-carbon solutions at scale?
• How are companies weighing opportunities in EOR and other decarbonization pathways as they balance near-term revenues with longer-term goals?
• With no standardized models for financing decarbonization projects, how are companies structuring partnerships, offtake agreements, and risk allocation to reach FID and scale?
• What is defining the next wave of decarbonization solutions, and among options such as offsets, RNG, low-carbon fuels, and geothermal, which appear most scalable for the energy sector?

• Developing RNG at scale: Supply growth, infrastructure integration, and demand outlook
  • Moderated by: Chris Handwerk, Chief Commercial Officer, AMP Americas
• Advancing carbon capture hubs: Aligning CO₂ sources, infrastructure, and storage development
  • Moderated by: Michael Manteris, Co President & Founder, Blue Sky Infrastructure
• Direct Air Capture pathways: Technology readiness, economics, and integration into carbon markets
  • Moderated by: Will Kain, Founder & CEO, Avnos
• Strengthening agricultural data, verification, and market integration
  • Moderated by: Chris Johnson, CEO, Agrellus
• Powering data centers: Contractual models, risk allocation, and reliability expectations

• With the first tranche of U.S. sequestration projects expected online in the next two years, what will they reveal about cost, timelines, and pathways to scale?
• Are we seeing any changes in Class VI permit timelines, and what strategies can developers and EPCs adopt to mitigate regulatory bottlenecks?
• How are energy companies approaching CCS integration into LNG and power facilities, and what are the economics and technical tradeoffs of pre-combustion vs. post-combustion capture?
• Where are the most viable anchor customers today, and how can projects balance “easier-to-capture” CO₂ sources with harder-to-abate emissions in the longer term?
• What financing and partnership structures are proving effective in advancing projects as capital, construction, and supply chain costs escalate?
• How can developers and technology providers build synergies across the carbon value chain (capture, transportation, and storage) to accelerate scalability?

• How are the most promising technologies progressing from early pilots to commercially viable deployment?
• Which barriers (cost, infrastructure, verification) remain most material, and what strategies are emerging to overcome them?
• What viable markets are opening for captured CO₂ across fuels, materials, and chemicals, and how can they create durable revenue streams?
• How can advanced monitoring, digital platforms, and AI strengthen trust, cut costs, and accelerate deployment of decarbonization technologies?
• What models of partnership between energy companies, technology providers, and investors are proving most effective in de-risking adoption?
• Where should operators and financiers focus in 2026–2028 to unlock meaningful system-wide emissions reductions?

• Where are the strongest markets emerging, and what are the most realistic timelines for large-scale adoption?
• With production costs still well above conventional fuels, what pathways (biogenic feedstocks, synthetic fuels, methanol, ammonia, hydrogen blends) are showing the best prospects for scale and cost reduction?
• How are offtake agreements evolving across airlines, shipping companies, and freight operators, and which models are credible enough to unlock financing and construction of large-scale projects?
• For the marine sector, what is the real adoption trajectory for methanol- and ammonia-fueled shipping, and what infrastructure investments are needed in ports and bunkering?
• In trucking and rail, how are companies weighing RNG, hydrogen, electrification, and drop-in fuels, and what lessons can be drawn from early pilots?
• How are policy drivers shaping investment decisions, and what global alignment gaps remain?

• With fewer large new CO₂ sources coming online, how are operators anchoring projects on the most economical streams today and phasing in harder-to-abate loads like power generation over time?
• Where does EOR provide the most value in accelerating volumes and reducing costs, and what standards are needed to prove carbon intensity, permanence, and liability so credits remain credible?
• Which carbon revenue models are actually securing financing, and what protections are lenders requiring before committing capital?
• As tech buyers demand firm, low-carbon power instead of abstract credits, how should operators package and contract offerings to win those deals?
• For forestry, agriculture, and methane credits, what is the minimum monitoring and verification threshold investors and auditors will accept, and how should developers plan for it long term?
• With state permitting uneven and federal rules shifting, how are developers timing FIDs in 2025–2026, protecting eligibility for global schemes such as CORSIA and Article 6, and keeping project schedules realistic?

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• Environmental market opportunities to drive decarbonization: low-carbon intensity energy, environmental attribute certificates, offsets, insets, carbon removals 

  • Moderated by: Heather Rogers, Senior Director, Sustainability and Environmental Markets, California Resources Corporation

• Scaling SAF: Production pathways, infrastructure readiness, and execution risk
  • Moderated by: Trevor Best, CEO, Syzygy Plasmonics
• Interpreting Federal Policy Risk in Energy Decarbonization Investments
  • Moderated by: ​Kevin Book, Managing Director, ClearView Energy Partners
• From commitments to compliance: Operationalizing climate disclosure, verification, and execution risk
  • Moderated by: Chris Davis, Senior Fellow, The Carbon Policy and Markets Initiative, High Tide Foundation

• How is the surge in power demand from data centers and industry driving energy providers to embed CCS, nuclear, and hybrid solutions into their strategies and how quickly can they do it?
• What role are power providers playing as intermediaries between tech companies and CCS developers, and how are partnership and contracting models evolving?
• What level of clarity on risk, reliability, and electricity costs do hyperscalers expect from energy suppliers offering CCS and other low-carbon solutions?
• Which technology pathways (from CCS retrofits on natural gas to small modular reactors, clean fuels, RNG, or hybrid renewables-plus-firm backup) are proving most viable for dependable low-carbon baseload power?
• Given that permitting, grid interconnection, and CCS build timelines often stretch multiple years, what near-term bridging strategies can support these demand surges?
• What lessons can be drawn from past hyperscaler renewable deals and early CCS pilots in terms of risk management, uptime expectations, and alignment between supply and load?

• How ready are CO₂ transport and storage networks, and what are realistic timelines for Class VI permits and first injections?
• Where does new CO₂ pipeline make sense vs. repurposing legacy assets? What right-of-way, safety, and community-engagement practices are the most effective?
• What are practical models to site combined-cycle (or existing gas) next to storage to cut capture/transport risk and meet data-center uptime?
• How are transmission and interconnection constraints being managed for large, high-density loads, and what near-term fixes align with 24/7 low-carbon procurement standards?
• With EOR near 45Q parity, where does EOR accelerate early volumes, reduce unit costs, or enable phased scale vs. going straight to saline storage?
• What infrastructure-grade structures are underwriting pre-FID (storage tariffs, CO₂ offtake, take-or-pay, credit backstops), and how is schedule/capex risk allocated?

• Where are investors deploying capital today, and what hurdle rates and risk screens are these options clearing? What are the most attractive financing opportunities in wires and pipes for data centers, and which cost-sharing models reduce stranded-asset risk and shield retail customers?
• Which revenue streams make projects bankable now (45Q, carbon-intensity premiums, long-term 24/7 power contracts) and how reliable is the timing of those cash flows?
• With permitting and scheduling still uncertain, what protections are needed before FID and during construction to keep projects on track?
• For RNG and methane capture portfolios, how are carbon-intensity claims verified and audited across the contract life?
• What commercial proof points (offtake tenor, counterparty quality, delivered cost, uptime) will unlock scale and attract infrastructure capital beyond the pilot stage?