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46 min ago ~12min watch
North America’s CO2 market has entered a period of significant change, with supply disruptions, plant outages, contamination issues, policy shifts and the slow emergence of new sources making the market increasingly difficult to forecast.
Speaking to gasworld at the North American CO2 Summit 2026, Bruce Woerner, CO2 Consultant at Woerner CO2 Consulting, examines the forces reshaping the market and the challenges facing both producers and customers.
Woerner reflects on the closure of major CO2 sources in California, the recent wave of outages and the impact of purity issues at the Jackson Dome.
He also discusses the slower-than-expected development of new CO2 sources, including renewable natural gas (RNG), fuel cells and lower-purity sources.
Policy remains another major factor. Woerner highlights the importance of the US 45Z tax credit to the ethanol industry and explains how the future of that incentive could influence whether ethanol producers choose to sequester CO2 or continue supplying the merchant market.
Looking ahead, Woerner describes market disruption as a “wheel of fate” with outages and closures inevitable, but their timing, duration and impact are difficult to predict.
