Switched On Direct Air Capture’s Cost Curve Conundrum
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Aug 28, 2025 Brenna Casey, an associate on BNEF’s sustainable materials team, dives into the pressing world of Direct Air Capture (DAC) technology. She discusses the staggering costs of carbon removal, currently around $900 per metric ton, posing a major hurdle for broader adoption. The conversation explores the potential for DAC amidst skepticism about net-zero goals and highlights the different technology pathways aiming to lower costs. Brenna also details the advancements in solid sorbent processes and the economic implications of emerging solutions.
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DAC Exists But Is Expensive Today
- Direct air capture (DAC) exists and can remove CO2 from the atmosphere today.
- Its current average cost is roughly $900 per metric ton, making it expensive versus alternatives.
DAC Fills The Last-Mile Emissions Gap
- DAC is needed to remove residual emissions other technologies can't eliminate.
- Industries with process emissions (e.g., cement, petrochemicals) will require DAC or CCS to address remaining CO2.
Build Demand Then Lock In Compliance Markets
- Grow demand through voluntary buyers until compliance markets materialize.
- Advocate for CDR inclusion in cap-and-trade to create steady commercial demand.