India's 50-100% project funding and California's $50 million procurement program represent coordinated government capital deployment creating massive carbon capture markets. These policy-backed initiatives fundamentally shift investment risk from private to public sectors, generating unprecedented funding streams for scientists and institutional investors. The financial architecture suggests governments are essentially underwriting an entire industry, creating both legitimate opportunities and potential regulatory arbitrage for sophisticated players.
Government CCUS Subsidies Create Trillion-Dollar Market Opportunity
India's 50-100% project funding and California's $50 million procurement program represent coordinated government capital deployment creating massive carbon capture markets. These policy-backed initiatives fundamentally shift investment risk from private to public sectors, generating unprecedented funding streams for scientists and institutional investors. The financial architecture suggests governments are essentially underwriting an entire industry, creating both legitimate opportunities and potential regulatory arbitrage for sophisticated players.