Commodities April 17, 2026 04:37 PM

U.S. Energy Department Reinstates Funding for Two Large Direct Air Capture Hubs

South Texas and Louisiana projects kept on funding list after prior review that targeted billions in clean-energy awards

By Derek Hwang
U.S. Energy Department Reinstates Funding for Two Large Direct Air Capture Hubs

The U.S. Department of Energy will continue to fund two major direct air capture (DAC) hubs that had previously been targeted for cancellation during a review of awards made under the prior administration. The South Texas DAC Hub and Louisiana’s Project Cypress remain on a list of nearly 2,000 projects the agency says will retain their appropriated funds. Each hub has received only an initial $50 million tranche of their larger awards to date.

Key Points

  • The DOE has kept funding for the South Texas DAC Hub and Louisiana’s Project Cypress on a list of nearly 2,000 projects that will retain their appropriated funds.
  • Project Cypress and the South Texas hub were awarded $550 million and $500 million respectively, but each has received only a $50 million initial payment so far.
  • The DOE says the projects were reviewed and supported because they "had a credible way to be helpful," and the HGEO will be involved in deploying the hubs and unlocking funds; captured carbon will be used in producing jet fuel and other fuels amid global supply chain pressure.

The Department of Energy has decided to maintain funding for two large direct air capture projects that had been flagged last year for potential cancellation as part of a broader review of prior administration awards. The agency placed the South Texas DAC Hub and Louisiana’s Project Cypress on a list of nearly 2,000 projects that will keep their funding, according to materials the DOE sent to Congress this week.

Last October, the DOE considered cancelling billions of dollars in awards across multiple clean-energy initiatives, including grants tied to auto manufacturing, hydrogen development and carbon capture. Among the projects originally slated for cancellation were two high-profile direct air capture hubs that together were awarded about $1.2 billion under the previous administration - one in Texas involving oil company Occidental (OXY.N) and another in Louisiana.

The department indicated last year it was conducting an "individualized and thorough review of financial awards made by the previous administration." That review has now produced a list of projects the DOE says it supports continuing to fund.

Energy Secretary Chris Wright addressed the matter at a congressional hearing on Thursday, saying the department examined the candidate projects and backed those it judged "had a credible way to be helpful." In his remarks he noted the level of engagement the agency undertook with applicants: "We've had hundreds of dialogues with applicants, back and forth," Wright said.

Direct air capture hubs formed a central element of the previous administration's plan to reduce U.S. greenhouse gas emissions by scaling up nascent carbon removal technologies. If the two hubs reach full operation, their combined capacity could remove more than 2 million metric tons of carbon dioxide from the atmosphere each year.

Under the earlier awards, Project Cypress received $550 million and the South Texas DAC Hub received $500 million, but each project had so far received only an initial $50 million tranche. The DOE's Hydrocarbons Geothermal and Energy Office (HGEO) will play a role in the next steps to deploy the hubs and in efforts to unlock both appropriated and obligated funds.

Some of the carbon captured by the hubs is intended for use as a feedstock to produce jet fuel and other fuels. That use comes at a time when the global fuel supply chain is under pressure due to the war in Iran, a factor the agency noted in describing the potential applications of captured carbon.


Implications for affected sectors

  • Energy and industrial sectors engaged in carbon capture and utilization stand to see continuity in project development and funding flows.
  • Aviation and fuel producers may gain access to additional feedstocks derived from captured carbon as these hubs advance their operations.
  • Oil and gas companies involved in hub development, including partners like Occidental (OXY.N) in Texas, remain tied to the projects' future execution and financing.

Risks

  • Funding disbursement remains incomplete - both hubs have received only their first $50 million tranche, creating uncertainty about the timing and scale of future execution (impacts energy, project finance and construction sectors).
  • The earlier consideration to cancel billions in awards highlights political and administrative risk to large clean-energy grants, which could affect developer and investor confidence (impacts clean-tech, energy and capital markets).
  • Global fuel supply chain pressures due to the war in Iran may influence the market value and demand for fuels produced from captured carbon, creating demand-side uncertainty for utilization pathways (impacts aviation fuel and refining sectors).

More from Commodities

Goldman Flags Balanced 2026 Oil Outlook as Demand Softens and Supply Risks Ease Apr 17, 2026 Markets Rally After Iran Announces Temporary Reopening of Strait of Hormuz Apr 17, 2026 U.S. Oil and Gas Rig Count Falls for Second Consecutive Week Apr 17, 2026 U.S. Importers Reroute Fertilizer Shipments Abroad as Global Prices Spike Apr 17, 2026 Traders Sold $760 Million in Brent Contracts Minutes Before Hormuz Passage Statement Apr 17, 2026