Direct air capture market intelligence
DAC facilities, carbon removal developers, and the emerging CDR industry.
Direct air capture (DAC) extracts CO₂ directly from ambient air — where it exists at roughly 420 parts per million — using chemical sorbents or solvents. Unlike point-source carbon capture that targets concentrated industrial flue gases, DAC can theoretically be sited anywhere with low-carbon energy and CO₂ storage or utilization access, making it a location-flexible carbon removal technology.
The industry is scaling rapidly from demonstration to commercial deployment. Global DAC capacity grew from under 10 kt CO₂/year in 2023 to over 500 kt CO₂/year in 2025, driven primarily by Occidental/1PointFive's Stratos facility in Texas (500 kt CO₂/year using liquid solvent technology) and Climeworks' Mammoth plant in Iceland (36 kt CO₂/year using solid sorbent technology). Over 100 DAC facilities have been announced worldwide, with several targeting the megaton-per-year scale by 2030.
Two primary technology approaches compete: solid sorbent systems (Climeworks, Heirloom, Global Thermostat) that use filter materials with amine coatings and regenerate at low temperatures (~100°C), and liquid solvent systems (Carbon Engineering/1PointFive, Carbon Capture Inc.) that use aqueous potassium hydroxide solutions and regenerate at higher temperatures (~900°C). Emerging electrochemical approaches from companies like RepAir and Mission Zero offer potential efficiency improvements. The cost of DAC currently ranges from $400–$1,000 per tonne of CO₂, with a target of below $100/tonne at scale.
Delphidata tracks DAC project development across all technology types, developer pipelines, CO₂ storage site pairings, carbon removal credit sales and pricing, government funding programs (US DOE DAC Hubs, 45Q tax credits, EU Innovation Fund), and the competitive landscape of technology providers and project developers.
What Delphidata tracks.
Structured data across the full value chain.
DAC facilities and projects
Operational, under construction, and announced DAC plants worldwide. Mapped with technology type (solid sorbent, liquid solvent, electrochemical), capture capacity (tonnes CO₂/year), energy source, CO₂ storage or utilization pathway, developer, location, investment value, and development status.
Technology developers
DAC technology companies — Climeworks, 1PointFive/Carbon Engineering, Heirloom, Global Thermostat, Mission Zero, RepAir, CarbonCapture Inc., and others. Tracked with technology approach, demonstrated capacity, cost trajectory, manufacturing scale-up plans, and partnership networks.
Carbon removal credits and offtake
Carbon removal credit sales, advance purchase agreements (Frontier, NextGen CDR, Microsoft), voluntary market pricing, and emerging compliance demand. Tracking who is buying DAC-based carbon removal, at what price, and under which verification standards (Puro.earth, Isometric, Verra).
Storage infrastructure
Geological storage sites paired with DAC facilities — saline aquifer injection, basalt mineralization (as in Iceland), depleted oil and gas reservoirs, and enhanced oil recovery (EOR) applications. Storage capacity, permitting status, and monitoring frameworks.
Funding and policy
US DOE Regional DAC Hubs program ($3.5B allocated), 45Q tax credit ($180/tonne for DAC with permanent storage), EU Innovation Fund, UK Greenhouse Gas Removal program, and emerging government procurement of carbon removal. Tracking funding status, disbursement timelines, and policy continuity risks.
Who uses this intelligence.
DAC developers and technology companies
Benchmark project development timelines against competitors, monitor technology performance data, track government funding opportunities and procurement signals, and identify optimal locations for facility siting based on energy cost and storage access.
Carbon removal buyers
Evaluate DAC supplier capacity and delivery risk for corporate carbon removal procurement, compare pricing across providers and technology types, assess verification and permanence standards, and plan multi-year carbon removal purchasing strategies.
Investors and project finance
Screen DAC investments by technology maturity, cost reduction trajectory, offtake security, and policy support. Assess the long-term demand outlook for engineered carbon removal against voluntary and compliance market scenarios.
Energy companies and utilities
Evaluate DAC as a carbon management tool for residual emissions, assess co-location opportunities with low-carbon energy assets, and monitor how DAC deployment creates demand for clean electricity and heat.