New York October 2025
Decarbonisation will be won in factories, not labs. NY Climate Week showed that buyers and financiers are demanding discipline, manufacturability, and assurance.
New York produces its own theatre of heat and power. Climate Week was about turning that story into one of addressing the fundamentals of climate change, and scalability.
Our participation at NY Climate Week reinforced that the climate agenda, within the US and beyond, remains firmly on track. This sector is growing up. The hype is being replaced by realism. Buyers and financiers want solutions that can be delivered, evidenced, and audited, not promises.
The tone across the week was practical. Panels and meetings focused on specifications, audit trails, and delivery assurance. Carbon is now being built into procurement, construction, and operations.
The gap between invention and scale remains the hardest climb. Early ideas are funded, proven assets are funded, but the first proper plants still struggle. Development risk must be managed and financed in new ways.
“Tech as utility” was a strong theme. Hyperscalers and large buyers spoke about securing their own power, heat, water, and materials, behaving like utilities to guarantee supply. In practice, this is far from straightforward. The regulatory, permitting, and infrastructure barriers are significant. Much of the rhetoric may be strategic, designed to put pressure on power utilities, state governments, and regulators to accelerate grid upgrades and interconnection reform. It reinforces the urgency of the demand curve. For DAC, the opportunity is to fit as a flexible process that can run on curtailed renewables, integrate with available heat where it makes sense, and adapt to different ownership models of supply.
Decarbonisation will be won as much in factories as in labs. Success depends on manufacturability, supply chains, maintainability, and even transportability. This is where corporate venture arms and OEMs are putting their backing.
Assurance was the strongest signal. Buyer coalitions, open data standards, and numbers that move cleanly from meter to auditor are what let procurement advance, even as registries and policy catch up.
A clear message that markets will support projects that deliver verifiable numbers, efficient use of energy and resources, and repeatable, scalable designs. This is well aligned with Carbon Collect’s focus – a Technology first’ approach. DAC that behaves like infrastructure, designed for manufacturability, adaptable to multiple energy pathways, and backed by data discipline from capture to audit. Our planning is centred on scalability and assurance, aligned with where the market is heading and what buyers are now demanding.