The National Academies report has a detailed chapter on DAC if you want to read more.Chemical direct air capture machines are not some crazy new technology. They have been used on submarines and space stations for quite some time, and you can even buy one (for your underground bunker or whatever).
Interestingly it seems that Prometheus Fuels may have a more energy efficient way to electrolytically generate fuel, specifically for the part dealing with the separation of the generated fuel from the surrounding water — this kind of thing could be fantastic for jet fuel specifically, which is otherwise difficult to decarbonize.)The idea has a long history. A group including Freeman Dyson, from 1977, cites a 1965 proposal by Beller and Steinberg. This was an era when people were bullish on abundant nuclear energy, and they proposed to use this energy to extract CO2 from the air to produce chemical fuel such as methanol locally for the army, by reacting adsorbed CO2 with hydrogen generated electrolytically from water. They estimated a need for 5700 processing plants, each burning 1 GigaWatt, to compensate for emissions. That’s about 6 TeraWatts or about ⅓ of civilization’s current global energy consumption.
This paper, by Klaus Lackner, covers the basic physics of carbon capture really well, e.g., how long an absorption column for CO2 needs to be, and so on. He also explains why some chemical capture approaches may be more energy efficient (not to mention much more land efficient) than biological capture approaches:Same for any other approach that generates an energy-dense fuel“Biomass generation is, however, a very inefficient approach because it is coupled with the reduction of the carbon which requires as much energy as was released in the combustion”.
Lackner also explains where the energy requirement actually shows up (we know it must show up somewhere from the thermodynamics argument above) in these processes:
“Most of the energy demand for an absorption process is in the recovery of the absorbent”.
In other words, getting the CO2 back off of the thing it stuck to. What is then the main reason why we can’t easily reach the ideal thermodynamic limit above? Lacker explains:
“In practice, most effective absorbents will bind much more strongly then is required strictly by thermodynamic considerations.”
In the paper, Lacker proposes industrial facilities to generate CaCO3 bricks by reacting CO2 with Ca(OH)2, which would then be recycled to continue the process. Recycling the Calcium to re-run this process then consumes much of the energy. The binding energy to the absorber is about 8 times too high in this case, compared what would be needed to approach the thermodynamic limit.In practice, basically one needs to heat the carbon-capturing materials to cause them to give back their captured CO2, and this heating is where the energy is needed — and, because the binding to the material is stronger than it absolutely needs to be thermodynamically, you pay extra energy for the heating. So, we have understood the fundamentals of carbon capture!
Trees are great and all, but planting enough trees would take up a large land area all across the world. Direct air capture using industrial facilities would have a much smaller land area footprint, and would arguably have a much smaller ecological footprint overall. Here is an image of it from the recent EFI report:
To convince ourselves of the landuse differences we can do a dumb back of the envelope calculation for this. Suppose you need to capture 10 GtCO2 per year.
We can first figure out roughly what % of the mass of a given unit of air CO₂ is. The atmosphere is mostly N2 which weighs 28 g/mol, CO2 weights 44 g/mol so at 410ppm we can roughly state that (410*44 / (1e6 * 28)) = 0.064% of the atmosphere's mass comes from CO₂.
We can then use V=M/density to get that
of air processed per year.
The fact that the BECCS area is a lot larger than that should be cautionaryIf your single DAC plant processes 100 m^3 per second of air and takes up the size of a football field, then our total area of DAC plants needs to be: 5 million acres, or 6x the total area of Rhode Island.
You can exapand the dropdowns below to get more details on some of the companies currently working on DAC technology.
In any case, commercial efforts in this space currently seem like a way to increase the “tech readiness level” proactively, anticipating a larger-scale effort later on, for instance with policy changes that put a price on CO2 emissions and improve the economics. Richard Branson has a prize offering for a commercially viable large-scale effort in this area, which has yet to be awarded. (Back of the envelope says it is just possible. An industry roughly the size of the automotive industry would do it.)
Some emerging DAC technologies
Metal Organic Frameworks (MOFs)
Here are some papers on MOFs and DAC:
Room temperature CO2 reduction to solid carbon species on liquid metals featuring atomically thin ceria interfaces
Made-to-order metal-organic frameworks for trace carbon dioxide removal and air capture
A scalable metal-organic framework as a durable physisorbent for carbon dioxide captureMOFs are one of the most impressive areas of modern atomically precise nanotechnology. The reason we care about them here is that they may be an alternative to some of the more traditional substances used to actually capture the CO₂ in DAC.
I can see where nano-porous solid structures like MOFs could be helpful in terms of space efficiency: we don’t want a CO2 molecule in the air to have to diffuse very far before it hits the absorbing surface. The main question I had about this at first was the feasibility of later extracting the carbon from this dense 3D environment, but reassuringly this JACS paper also observed low capacity loss (~0.2%) after 50 cycles of temperature-driven CO2 desorption. This work is being pushed forward by the company Mosaic. On their website, they point at the fundamental issue we identified above that limits energy costs for carbon capture and prevents reaching near to the thermodynamic limit — regenerating the capture material, i.e., getting the CO2 back off once it is stuck: “cooperative-binding technology allows the CO2-loaded materials to be regenerated using only moderate temperature or pressure changes, substantially increasing energy efficiency and decreasing costs”. There are other impressive companies in the MOF space as well, one of which I got to visit a year or so ago.
Also in the realm of new approaches, instead of regenerating the adsorbent with heat, there are variants that are electrically switchable in their CO2 binding capacity. This seems to open very fertile ground for nanotechnology exploration. Electrical rather than thermal cycling could potentially be done at ambient temperature and pressure and with improved energy efficiency. I’m sure there are plenty of practical challenges but this looks super interesting.
Verdox is a company founded by the authors of this paper which uses this electro swing approach. You can see more about how it works in this MIT news write up or in their video below:
If their 1 GJ/ton is true, that’s perhaps $20-something/tonne CO2 captured (considering just the energy cost). nly about 3x worse than the thermodynamic limit. According to their own paper, it would be about $50-$100/tCO2. Better than, say, Carbon Engineering ($100-$250/tCO2), not as good as trees or enhanced weathering. Sounds like they’ve done a separate economic analysis they’ll release at some point.
One way emerging technologies have scaled in the past is to take on a series of niche markets that have a higher willingness to pay for some good than the average customer. By serving one niche market an industry can scale and hopefully reduce costs until it becomes attractive for other larger markets.
If we look at the current costs of DAC then this article suggests it could be profitable in some industries currently, but this website, suggests that CO2 is often currently bought at much lower costs than even the cheapest DAC options.
The total market at the moment is <1/100th of global emissions, and there are other low priced sources, although there was recently a shortage. It is also worth pointing out that carbon markets on average have priced CO2 at only $10/ton, which sets a high bar for profitability of capture approaches.
Most governments, it seems, aren’t propping up carbon markets successfully at this point, and most current policy interventions aren’t really carbon taxes (e.g., there is an equivalent of a $1000/ton CO2 subsidy for electric cars in Norway, where if you go to Oslo nearly every other car is a Tesla). As mentioned in the previous post, France had a fuel tax of about $60/ton CO2 equivalent, but when Macron tried to double that over the next 4 years, the Yellow Vest protests happened. Canada did pass a carbon tax starting at below that level and rising to near it over a few years (“start low at $20 per ton in 2019, rising at $10 per ton per year until reaching $50 per ton in 2022”). And see the 45Q tax credit program in the USA. So there is recent progress and I think reason for hope that the economics will work out here.
This post explores some of the broader potential applications of captured carbon.New markets for carbon also seem interesting in this context, at least as a way of jump-starting the economies of scale in the field, e.g., the company Blue Planet is using captured carbon for building and highway materials. According to their marketing, “If every new building for the next 30 years was made with the resulting product, humans could erase the globe-warming pollution they’ve sent into the atmosphere, said Fiekowsky…”.
One thing some companies are doing is taking CO₂ removed from the air with DAC and using it to make various kinds of fuels. The basic idea is that you use a combination of DAC to get CO₂ from the air, electrolysis to get hydrogen from the air, and then combine these to generate hydrocarbons. It’s probably worth mentioning that the DAC part, while we’ve mentioned it being pretty energy intensive, is actually the least energy intensive one of these steps.
Prometheus Fuels, for example, wishes to take atmospheric CO2 all the way back into a fuel for aircraft. This is going to cost an energy at least equal to the heat of combustion of the fuel, not to mention that associated with the concentration of the CO2 from the atmosphere. I was a bit surprised, but it is not actually in principle crazy to make gasoline this way even with the higher say 1000 kJ/mole energy requirement: if a gallon of gas requires/releases 20 lbs of CO2, and energy cost 5 cents per kWh, then we have a cost per gallon of 20 lbs / (44 grams per mole) * (1000 kJ / mole) * 5 cents per kWh = $2.86 / gallon, which is not an unreasonable gas price, and this closely matches what was said about this project.
Another recent entry into this space is Terraform industries. They position themselves as a lower capex higher opex approach than prometheus fuels. Basically, they want to use the same kind of approach (get CO₂ from DAC, get hydrogen from electrolysis, combine them to make hydrocarbons) but they aim for a lower efficiency system that has a higher percentage of costs in the energy input. This is largely a bet on the declining costs of renewables, specifically solar, if it continues to fall in price at its current rate then if most of your costs come from energy and not infrastructure you get to piggyback on that cost reduction.
While these technologies don’t really exist at any real scale today they do represent potentially the largest market for captured CO₂. This can be useful as if we can find profitable ways to use CO₂ from DAC then this can create a much better business model for these technologies to grow without needing government support. This is in the carbon removal section but obviously these technologies don’t have quite the same effect as a lot of the other things mentioned as they lead to the re-release of the CO₂ not the permanent sequestration. Still I think there are two benefits to this approach even if it doesn’t lead to the permanent sequestration of CO₂, firstly there are lots of areas that will be very tricky to move off hydrocarbons so a carbon neutral way of providing these is a win there. Secondly, if these technologies can be profitable then they can rapidly scale up the use of DAC which hopefully can bring the cost of DAC down a lot which would have positive spillovers for using DAC purely for removal and sequestration.
The whole field is very nascent and really in the long run would only make sense to use for things where we don’t have a good electrically powered alternative. Why wouldn’t you use this for something you can power with electricity? Saul Griffith in his book points out that if you have an electric car you would store this in a battery (≈90% efficiency) and then power the car through a drivetrain (≈80% efficiency) giving you around 72% overall efficiency. If you used this to make gasoline then the process to make it would be around 50% efficient and the efficiency of then burning this gasoline would be around 20% efficient leaving you with a 10% efficiency rating on the same electricity. While it could in theory become cheaper than normal gasoline it will never be cheaper than straight up electricity.
Still I think this is an interesting area that will grow rapidly in size.
Perhaps if CO2 is efficiently converted to certain specific forms like fuels, and in an economic environment with appropriate taxes on carbon emissions, or specifically on dirty fuels, it could be cost competitive — this seems to be Carbon Engineering’s plan. For large-scale deployment at the scale of the overall CO2 problem, the economics is at the forefront, and the economic incentives imposed collectively by society through carbon taxes and related mechanisms would be key, but see the previous paragraph regarding recent progress on this.
Overall, although some have been skeptical of the cost scaling of industrial direct air capture, there is an impressive amount of startup activity in the space. The Lawrence paper points out that truly widespread use of direct air capture may not naturally be employed anytime soon, since a more efficient approach would be to do carbon capture and storage directly at the output of fossil fuel burning power plants. But this is still a good way to get the technology moving… and commitments like the one made by Stripe could help bootstrap the field.