Carbon Capture And Storage: A Multi-Trillion Dollar Industry In The Making

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About: Equinor ASA (EQNR), Includes: APA, BASFY, BMI, BP, CDZI, CVE, CVX, EMN, EMR, FLS, GRN, HAL, HON, KMI, LAND, LIN, LMNR, OXY, RDS.A, RDS.B, SLB, TOT, TPL, WY, XOM
by: Goose Hollow Investments
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Goose Hollow Investments
Value, growth at reasonable price, contrarian, dividend growth investing
Summary

Currently, I estimate the carbon capture and storage market to be worth tens of trillions of dollars.

Equinor is the undisputed leader in carbon capture and storage.

Occidental is a leader in enhanced oil recovery.

Texas Pacific Land Trust's land holdings appear to put the company in position to profit from carbon storage.

Exxon Mobil, Royal Dutch Shell, Weyerhaeuser, and Linde highlight other compelling ways to play the industry.

Framing the Problem & Market Sizing Estimate

Combustion of fossil fuels has, by in large, resulted in a massive increase in quality of life for humankind. The turn to fossil carbon began in 16th century