Jack Cavanaugh
@jack-cavanaugh.bsky.social
Carbon upper middle management
Director, Carbon Management Program at Center on Global Energy Policy + non-resident fellow FAI
Director, Carbon Management Program at Center on Global Energy Policy + non-resident fellow FAI
This graph from Shells latest decarbonization report is sticking with me
Even in the most ambitious scenario oil demand is 30 million barrels a day largely driven by industrial processes
We either need lots of CCS (short to medium term) or even more CDR (long term)
Even in the most ambitious scenario oil demand is 30 million barrels a day largely driven by industrial processes
We either need lots of CCS (short to medium term) or even more CDR (long term)
January 20, 2026 at 2:57 PM
This graph from Shells latest decarbonization report is sticking with me
Even in the most ambitious scenario oil demand is 30 million barrels a day largely driven by industrial processes
We either need lots of CCS (short to medium term) or even more CDR (long term)
Even in the most ambitious scenario oil demand is 30 million barrels a day largely driven by industrial processes
We either need lots of CCS (short to medium term) or even more CDR (long term)
In part two Ketan claims "Gorgon is the biggest and ‘best’ CCS project in the world" I do not know anyone who makes this claim, but I understand the editorial decision to paint it like that.
He is again correct that most capture carbon has been used for enhacned oil recovery (EOR) but again...
He is again correct that most capture carbon has been used for enhacned oil recovery (EOR) but again...
January 14, 2026 at 6:00 PM
In part two Ketan claims "Gorgon is the biggest and ‘best’ CCS project in the world" I do not know anyone who makes this claim, but I understand the editorial decision to paint it like that.
He is again correct that most capture carbon has been used for enhacned oil recovery (EOR) but again...
He is again correct that most capture carbon has been used for enhacned oil recovery (EOR) but again...
carbon removal! Another technology that has drawn Ketan's critical eye.
Again here Ketan breaks out the failure rate by use case, which is a total fair point to make, but again no discussion on why they have failed.
Again here Ketan breaks out the failure rate by use case, which is a total fair point to make, but again no discussion on why they have failed.
January 14, 2026 at 6:00 PM
carbon removal! Another technology that has drawn Ketan's critical eye.
Again here Ketan breaks out the failure rate by use case, which is a total fair point to make, but again no discussion on why they have failed.
Again here Ketan breaks out the failure rate by use case, which is a total fair point to make, but again no discussion on why they have failed.
First Ketan notes that CCS has failed to deploy at scales in projections. This is absolutely true.
But there is no discussion of why we have not seen more deployments, which is a very important question.
The reason is because we don't have adequate, long-term policy support for CCS.
But there is no discussion of why we have not seen more deployments, which is a very important question.
The reason is because we don't have adequate, long-term policy support for CCS.
January 14, 2026 at 6:00 PM
First Ketan notes that CCS has failed to deploy at scales in projections. This is absolutely true.
But there is no discussion of why we have not seen more deployments, which is a very important question.
The reason is because we don't have adequate, long-term policy support for CCS.
But there is no discussion of why we have not seen more deployments, which is a very important question.
The reason is because we don't have adequate, long-term policy support for CCS.