Scaling to Gigatons

Pathways to climate-significant deployment

The Gigatonne Challenge

Today: 10 kilotons/year globally. Climeworks' Orca (4 kt/yr), Carbon Engineering's pilot (1 kt/yr), smaller demos total ~10 kt/yr. 2050 Need: 10 gigatons/year (IPCC AR6, IEA NZE scenario). That's a 1,000,000x scale-up in 26 years—20% annual growth rate sustained. For comparison: Solar PV scaled 100,000x in 30 years (1990-2020); battery production scaled 10,000x in 15 years (2007-2022). DAC faces three bottlenecks: Manufacturing capacity. Current sorbent production: ~1 kt/year. Need: 500 kt/year by 2030 (IEA). Building new chemical plants takes 3-5 years. Steel, concrete, pumps, fans, compressors—each requires dedicated supply chains. Energy infrastructure. 10 Gt/yr DAC needs ~5 PWh/year (5,000 TWh)—10% of global electricity today. Must be low-carbon: 500 GW dedicated wind/solar (current US solar is 150 GW). Building at this pace = doubling global renewable deployment. Permitting and siting. Each 1 Mt/yr plant needs ~1,500 hectares (like 2,000 football fields). 10,000 plants globally by 2050. Each requires environmental review, CO₂ pipeline connections, grid access. US: 3-7 years per project. Need fast-track like defense mobilization. Three scenarios: (1) Conservative (10 Gt/2050): Slow policy, gradual tech improvement, supply chain delays. Misses climate targets. (2) Moderate (50 Gt/2050): Steady investment, streamlined permitting, manufacturing scales 100 kt/yr. IEA baseline. (3) Aggressive (500 Gt/2050): Wartime mobilization, unlimited capital, breakthrough tech (electrochemical). Manhattan Project scale.

Interactive Deployment Scenario Planner

Explore three deployment pathways and their infrastructure requirements

202420272030203520402050

Deployment Trajectory

5 Gt4 Gt3 Gt2 Gt1 Gt0
202420272030203520402050
Annual Capacity
10 Gt
+38% CAGR
Facilities
1,200
~8.3 kt/plant avg
Capital Cost
$700
$/tCO₂/yr capacity
Operating Cost
$200
$/tCO₂ captured

Infrastructure Needs by 2035

⚡ Renewable Energy
New solar/wind capacity
1 GW
~3 TWh/yr
🌍 Land Area
Facility footprint
15k ha
1.5% of Texas
🔗 CO₂ Pipelines
Transport infrastructure
100000k km
~$150000B investment
👷 Workforce
Direct employment
60k jobs
+ 180k indirect
💰 Total Investment
Cumulative capex
$1B
0.0% of US GDP

Risk Assessment

Moderate risk—requires sustained policy

vs Climate Target (10 Gt/yr by 2050)

Progress100.0%
10.0 Gt
✅ Target achieved!

💡 Key Insight

Scalability is about industrial mobilization, not just technology. The tech works—labs capture CO₂ reliably. The question is: Can we build 10,000+ plants fast enough? Requires: sorbent factories (like battery gigafactories), renewable energy build-out (like China's solar surge), workforce training (like WWII shipyard programs), streamlined permitting (like wartime production acts). DAC's future depends less on breakthrough science and more on industrial policy, capital allocation, and political will. The physics says yes—the question is whether civilization will mobilize.

← Previous