Industry wary of CO2 supply not matching evolving demand

  • Gas
  • November 3, 2025

About half the industrial gas industry sees a risk of carbon dioxide supply becoming too stretched over the next decade, as demand arising from new uses grows and supply is squeezed, according to a recent gasworld poll.

A combined 49% of respondents suggested that a need to find substitutes for some applications was either likely or a risk, depending in part on shifting economics and policy changes. Only 22% of voters dismissed the notion of alternatives being needed in the next five to 10 years.

CO2 substitution is the subject of the latest the third in the series after and . It assesses the displacement risk facing merchant CO2 demand and the impact of demand shifts for industrial gas producers and suppliers, as well as infrastructure investors.

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