NET Power (NYSE:NPWR) Shifts Focus to Gas Power Generation, Puts Carbon Capture on Hold

NET Power is changing course. Instead of pushing its carbon capture story, the company is prioritizing power generation for natural gas producers. By working with Entropy and Advantage Energy, it can test the technology on existing gas infrastructure rather than waiting on massive greenfield projects. That approach gives NPWR a faster path to proving the turbine in commercial settings. The tradeoff is risk. The article notes that a severe recession or stagflation could threaten speculative ventures like NET Power, which still needs to turn pilot activity into steady revenue. The pivot also opens the door to unconventional secondary oil recovery, but that only adds value if the core technology performs. Investors should watch whether the gas power revenue actually materializes and how much runway the company has if capital markets tighten.