Bioenergy with CCS: High-Stakes Infrastructure Bet

BECCS (bioenergy with carbon capture and storage) — burning biomass for power or heat while capturing the resulting CO₂ — is the only carbon removal pathway explicitly included in most IPCC net-zero scenarios at gigaton scale. The Drax power station in the UK is the world's largest BECCS candidate and has attracted substantial UK government interest, though the project's economics depend heavily on sustainable biomass supply and government contracts for difference. The land-use and sustainability concerns around large-scale biomass are real and shouldn't be dismissed — biomass supply chain integrity (sustainability certification, supply geography) is a make-or-break due diligence item. Investable angle: geological CO₂ sequestration infrastructure in proximity to biomass power clusters in the U.S. Midwest and Southeast.