
Catalyst with Shayle Kann
Serving data center load with carbon capture
Apr 17, 2025
Julio Friedmann, the Chief Scientist at Carbon Direct and a self-proclaimed carbon wrangler, discusses the intricate balance between tech's growing energy needs and climate goals. He advocates for carbon capture and storage (CCS) as a potential game-changer for data centers powered by natural gas. The conversation highlights the surprising economics of CCS, the challenges of building CO2 infrastructure, and the support from big companies like Meta. Julio also addresses the uncertain political landscape surrounding CCS investments and its future role in clean energy.
39:07
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Quick takeaways
- The rapid growth of data centers is driving natural gas demand, complicating the achievement of big tech's climate goals despite interest in carbon capture solutions.
- Carbon capture and storage could potentially enhance the economic feasibility of natural gas projects, with costs competitive against renewables under specific assessments.
Deep dives
Natural Gas Demand Driven by Data Centers
Data centers are causing a significant surge in natural gas demands, with hyperscalers expressing priorities that focus heavily on speed and capacity. The urgent build-out of natural gas facilities is in response to the rapid growth of data centers, with many companies announcing multi-gigawatt projects to meet electricity needs. This urgency has led to challenges such as project cancellations and shortages for natural gas turbines. Nonetheless, the trend indicates a strong commitment to expanding natural gas capacities to service these energy-demanding infrastructures.
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