North America's CO2 sourcing is still shaped by conventional supply: natural CO2 wells, ammonia and ethanol byproduct, and a handful of large pipelines. This gasworld piece asks what happens if that system stays dominant while carbon capture projects wait on the sidelines. The headline points to a practical risk: slow sourcing development can delay capture, storage, and merchant CO2 markets even when policy support exists. The article is paywalled, but the question is central to carbon market watchers. Sourcing costs affect project economics, and if buyers can still get cheap CO2 from old sources, the incentive to invest in capture weakens. For anyone tracking 45Q, low-carbon CO2 supply, or pipeline buildout, the piece frames the next bottleneck. Read the full analysis at gasworld to see how the author answers the inertia question.
