North American CO2 Supply Tightens
Loss of several CO2 sources and plant outages—including contamination issues at Jackson Dome—have significantly tightened North American supply. New sources from dairy and food waste are beginning to enter the market, but supply constraints from declining traditional sources (ethanol, hydrogen, ammonia) are expected to keep upward pressure on CO2 prices. Regulatory progress on 45Q and 45Z carbon capture incentives remains a key variable for longer-term supply expansion.
