4.1 Pipeline network requirements for CO2 removal
Larson et al (2021), Pitt-Ridge et al (2023), and Tumara et al (2024) all present scenarios for future CO2 pipeline networks which would at least partly be devoted to transporting carbon dioxide captured directly from the atmosphere (Fig. 3). Of the three, only Larson et al (2021) propose a network capable of capturing 1 Gt of CO2, although the other two suggest networks that could capture multiple hundreds of megatons. Larson et al (2021) and Tumara et al (2024) also suggest relatively rapid construction, with capacity reaching into the tens of megatons by 2030. Pitt-Ridge et al (2023) do not suggest anything about build-out rates, other than that it is possible to reach 700 Mt by 2050, with a network smaller than that presented in Larson et al’s (2021) scenario.
Taken together, these sources roughly agree on the length of pipeline network required for large-scale CO2 sequestration. Achieving sequestration capacities in the hundreds of megatons requires pipeline network lengths in the tens of thousands of kilometers, while the only scenario enabling one gigaton (Larson et al., 2021) requires a pipeline network with a length in the hundreds of thousands of kilometers. Larson et al (2021) projects such a network being built in the USA over the course of 25 years, from the current status quo of just under 10,000 km of CO2 pipelines. Tumara et al (2024) project a similar timeline, with their most ambitious scenario projecting 19000 km of pipeline built between 2025 and 2050. Pitt-Ridge et al (2023) provide just a single data point, using Larson et al’s (2021) 2030 network of 27500 km of pipelines to project sequestration capacity of 700 Mt from DAC and BECCS.
These scenarios are too regionally-specific to generalize a single rate or ratio of pipeline construction required per MtCO2. However, we can use them for a rough benchmarking of how much pipeline might be required at a minimum for different levels of carbon removals. The smallest size of pipeline network enabling more than 100 Mt of CO2 sequestration is Tumara et al’s (2024) 2040-D2 scenario, in which 113.7 Mt of CO2 would be accomplished with 8700 km of pipelines. Therefore, we can use 8000 km as a rough benchmark for a pipeline network enabling 100 Mt of CO2 sequestration (reduced to one significant figure to avoid suggesting higher precision than we can reasonably claim). This fits well with the status quo for CO2 transportation in the USA, where currently 8500 km of pipelines transport 80 Mt of CO2 annually. For 1 Gt, Larson et al’s (2021) projection of 1361 Mt capacity with 111,000 km of pipelines is the only benchmark available. Therefore, we can suggest 100,000 km of pipelines as a rough benchmark for Gt scale removals.
4.2 Historical rates of oil and gas pipeline construction
Of the countries for which we have obtained reliable data, there are 20 examples of historical pipeline build-outs of more than 7,000 km of oil and gas pipelines in a 25-year period (Table 1); These occurred in ten countries: the USA, Russia, China, Canada, India, Mexico, the UK, Argentina, and Australia—all of which are countries with large land areas and either large energy demand, a large energy supply for export, or both. Of these, just two periods of pipeline construction—both of which concern natural gas pipeline construction in the United States—meet the 70,000 km benchmark that would be required to support 1 Gt of removals in a single country. Using the benchmark of 8,000 km of pipeline to support 100 Mt of CO2 sequestration capacity, we can identify 18 historical pipeline buildouts that reach this level, most of which occurred in large countries that are either major producers of fossil fuels (Russia, Canada, Australia); major consumers of fossil fuels (China, India), or both (USA). Internationally, there have been four historical periods of pipeline construction exceeding 100,000 km, occurring in the most recent 25 years for both oil and gas; during the late 20th century natural gas boom; and for oil pipelines during and after the Second World War. Three more 25-year construction periods exceed 8,000 km, implying that for most of the 20th century, oil and gas pipeline construction rates (taken separately) were fast enough to meet the rate of pipeline construction that might be required for hundreds of megatons of CO2 sequestration capacity.
Table 1
Summary of all the historical pipeline build-outs in our dataset in which at least 4,000 km of pipeline were built (lower threshold for 100MT of removals) during a period of 25 years.
Rank | Country, fuel, and years | Total pipeline built in 25 years (km) | |
1 | USA, Gas (1994–2019) | 123 809 | Potentially compatible with 1 Gt CO2 sequestration capacity (Larson et al, 2021) |
2 | USA, Gas (1926–1951) | 104 804 |
3 | USA, Oil (1995–2020) | 51 288 | Potentially compatible with 100 Mt CO2 sequestration capacity (Tumara et al, 2024) |
4 | Russia, Gas (1965–1990) | 47 256 |
5 | China, Gas (1998–2023) | 39 688 |
6 | Canada, Gas (1932–1957) | 38 600 |
7 | USA, Gas (1952–1977) | 30 244 |
8 | India, Gas (1998–2023) | 25 331 |
9 | Russia, Gas (1998–2023) | 21 766 |
10 | China, Oil (1996–2021) | 19 863 |
11 | Mexico, Gas (1997–2022) | 17 048 |
12 | Australia, Gas (1994–2019) | 16 259 |
13 | USA, Oil (1940–1965) | 15 585 |
14 | Russia, Oil (1964–1989) | 15 470 |
15 | Russia, Oil (1998–2023) | 11 778 |
16 | China, Gas (1961–1986) | 10 217 |
17 | Argentina, Gas (1963–1988) | 10 156 |
18 | UK, Gas (1961–1986) | 8 856 |
19 | China, Oil (1970–1995) | 7 931 | |
20 | Australia, Gas (1967–1992) | 7 907 |
22 | Spain, Gas (1977–2002) | 6679 |
23 | Canada, Oil (1998–2023) | 6667 |
24 | Russia, Gas (1939–1964) | 6138 |
25 | Italy, Gas (1971–1996) | 5902 |
26 | Algeria, Gas (1997–2022) | 5827 |
27 | USA, Oil (1969–1994) | 5546 |
28 | Iran, Gas (1997–2022) | 5475 |
29 | Colombia, Gas (1972–1997) | 5267 |
30 | India, Oil (1985–2010) | 5265 |
31 | India, Gas (1972–1997) | 4373 |
32 | Norway, Gas (1982–2007) | 4371 |
Table 2
Summary of all the global pipeline build-out periods in our dataset, arranged from the most pipeline built in 25 years to the least.
Rank | Country, fuel, and years | Total pipeline built in 25 years (km) | |
1 | World, Gas (1995–2020) | 295 006 | Potentially compatible with 1 Gt CO2 sequestration capacity (Larson et al, 2021) |
2 | World, Gas (1941–1966) | 154 358 |
3 | World, Oil (1995–2020) | 106 132 |
4 | World, Gas (1968–1993) | 105 220 |
5 | World, Oil (1964–1989) | 49 997 | Potentially compatible with 100 Mt CO2 sequestration capacity (Tumara et al, 2024) |
6 | World, Gas (1905–1930) | 49 351 |
7 | World, Oil (1937–1962) | 24 003 |
8 | World, Oil (1904–1929) | 618 | |
4.4 Enablers and Constraints for CO2 Pipelines
As discussed in section 3.3, we have selected six countries from our database which show evidence of rapid pipeline construction—four that show up prominently in the data discussed in section 4.2, and two (Nigeria and the United Kingdom), which also show evidence of rapid pipeline construction, in different kinds of geographic contexts. Each of these countries has its own periods of rapid pipeline construction:
-
United States, 1926–1951: An increase in natural gas supply, and a growing need to heat American cities, led to the rapid construction of several major long-distance gas lines, including the "inch" lines—two large interstate pipelines with unprecedented length and capacity for the time. This was followed by a sudden demand for new pipelines during the Second World War, and new demand and materials supply during the postwar years.
-
United States, 1994–2019: In the aftermath of gas shortages in the 1970s and consequent regulatory changes in the 1980s, the American natural gas industry rapidly built out new pipeline networks. This was accelerated by the fracking boom, which saw rapid construction of both oil and gas pipelines in the second half of this period.
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Canada, 1932–1957: Following the Leduc oil discovery in Alberta, Canada went from being an energy importer at risk of shortages, to a net energy producer. With government support, the country built several transcontinental gas pipelines.
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Russia, 1965–1990: During the Cold War, the Soviet Union aggressively expanded the country’s fossil fuel industry to ensure energy security following its experience in the Second World War, and to secure valuable energy exports to exchange for Western currency.
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China, 1995–2020: Growth in Chinese heavy industry during the 2000s rapidly increased energy intensity, leading to shortages. The state responded by rapidly developing the country's oil and gas infrastructure, to transport both imported and domestic fuels.
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United Kingdom, 1961–1986: The discovery of oil in the North Sea was a boon to the British government and economy, particularly due to the need for “Stirling oil” that it could pay for in pounds. Policy priorities were therefore to on-shore as much North Sea oil as possible, as quickly as possible, resulting in a rapid offshore pipeline buildout.
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Nigeria, 1960–1985: The first discovery of oil in the Niger Delta was a major boom to the newly-independent country, resulting in large-scale pipeline construction during the first half of the 1960s, until this was curtailed by the start of the Nigerian Civil War in 1967.
The history of each of these countries is summarized in Figs. 5 and 6. We have identified important historical events which had both enabling and constraining impacts on the construction of pipelines in each country, which are depicted on the lower panel of each country’s chart, categorized according to Steg et al’s (2022) dimensions of feasibility.
In what remains of this section, we sort these enablers and constraints into the six dimensions of feasibility as discussed by Steg (2022).
4.4.1 Geophysical feasibility
The geophysical determinants of fossil fuel pipeline construction mostly have to do with the availability of fossil fuel resources, such as the Leduc find in Canada; the Western oilfields in China; or the Niger Delta (Akinola, 2018; Bott, 2004; Liu, 2013). These create impetus for the construction of new pipelines. The co-occurrence of natural gas with oil reserves has a more complex enabling effect, creating a perceived need to create markets (and infrastructure) to sell gas rather than wastefully flaring it (Blanchard, 2021).
Geophysical constraints on pipeline construction are much more limited, and mostly have to do limited availability of steel, which constrained pipeline construction during the Second World War (Blanchard, 2021).
4.4.2 Technological feasibility
As with geophysical enablers, technological factors such as the development of liquefied natural gas facilities or techniques to convert oil sands bitumen into synthetic crude, can open up new kinds of oil and gas supplies (Bott, 2004). The development of fracking in the United States not only increased the supply of oil and gas in the country; it also made regions which had been primarily consuming regions into producers, necessitating new kinds of interstate transfers (Blanchard, 2021). Advances in the technology of pipelines themselves can have a similar impact (Clark, 1963). Pipeline expansion can also follow on from failures of competing fossil fuel transportation technologies, as was the case when German submarines paralyzed American coastal shipping (Blanchard, 2021); or when Britain lost access to the Mediterranean for shipping (More, 2009).
A lack of facilitating technology can constrain the construction of pipeline networks, as was the case in the Soviet Union, which for many years had to import large-diameter pipe from its geopolitical rivals in the West (Perović, 2017). However, the fact that Western attempts to leverage this to block Soviet pipeline construction efforts had very little effect (Perović, 2017) suggests that this kind of technological constraint might ultimately be fairly surmountable.
4.4.3 Economic feasibility
Countries have historically had very large, and growing, demands for oil, while countries with oil resources had strong incentives to capitalize on this demand by building export infrastructure. This accelerated pipeline construction the most during major crises, such as the Second World War (Blanchard, 2021; Bott, 2004; Falola, 2008; Perović, 2017), the Suez crisis (More, 2009), the 1970s energy crises (Blanchard, 2021; Bott, 2004; Falola, 2008), or China’s energy shortage in the 2000s (Downs, 2010). New demand for fossil fuels, from a new technology (such as American town gas), or a growing industry (as in China in the 2000s can also create a sudden impetus for new pipelines (Blanchard, 2021; Liu, 2013; Yaodong and Gillespie, 2020).
The price of the commodity to be transported through any pipeline is a common determinant of its economic viability (Omonbude, 2009). The relationship between fossil fuel prices and pipeline construction is complicated, however. Pipelines, for one thing, are more insulated against declines in price than other parts of the fossil fuel value chain, since they can sign “ship or pay” or lease agreements with producers that pay the same amount regardless of the value or amount of commodity shipped (Roumeliotis, 2016). Conversely, insufficient pipeline capacity can force producers to sell at a discount, creating a strong impetus to build new infrastructure (Walls and Zheng, 2020). Our reading of the history suggests that high prices can have a strong political effect on increasing pipeline construction, especially when those high prices are felt by consumers (who are also voters). This was the case in the United States during the high price period of the 1970s.
A perennial economic constraint which is particularly well-documented in the history of American pipelines, is the challenge of matching supply with demand. The optimal design of a pipeline network is different for different players in the fossil fuel value chain. Pipeline owners want a tighter network, more precisely matched to average demand and therefore with less slack capacity. They also want to minimize competition for their large fixed investments. Fossil fuel consumers want consistent availability of fuel at low prices. Policymakers often have split loyalties. These issues are particularly acute for natural gas, which has high seasonal fluctuations in demand and cannot be easily stored in large quantities (Blanchard, 2021).
Solutions to this problem included treating pipelines as common carriers; vertical integration of pipelines with production and consumption businesses; storage infrastructure; arbitrage pipelines; pay-per-use business models; and legislation limiting new pipeline construction to avoid destrictuve competition. These solutions all have their own issues. Vertical integration, for example, can lead to monopolism and a resultant political incentive to clamp down on pipeline or fossil fuel companies who control the market. And arbitrage pipelines can be very difficult to price on a per-energy-per-distance basis (Blanchard, 2021; Bradley, 2018).
4.4.4 Sociocultural feasibility
Sociocultural enablers of pipelines are rare. In the Soviet Union, during the Cold War, a kind of socialist petromodernism led to the celebration of pipelines and the people who built them (Perović, 2017), but it is not clear whether this was a consequence or cause of the USSR’s pipeline ambitions during that period.
Sociocultural constraints, however, are very common. Environmental protests against pipelines are widely-documented in Canada, the United States, and in the Niger Delta, where at times they led to violent conflict (Bott, 2004; Bradley, 2018; Falola, 2008). Consumers of fossil fuels also sometimes have reasons to oppose pipelines, as was the case in Canada when Montrealers resisted the construction of pipelines from Western Canada, preferring to rely on cheaper imported oil (Bott, 2004). Industries—both competing industries such as American coal producers, and separate affected industries such as British North Sea fishers—have also raised objections (More, 2009).
Another sociocultural constraint comes from regional tensions. Pipelines often pass through multiple regions with different local cultures, economies, and politics, and sometimes with contentions relations with each other. Tensions between Eastern and Western Canada, or between the Northern and Southern United States, have been an impediment to pipeline construction (Blanchard, 2021; Bott, 2004). Producer regions often disagree with consumer regions over the shape of pipeline networks, or who should pay for them. In areas where fossil fuels are primarily exported, a different kind of controversy can emerge over the questions over how to distribute the resultant revenue, as was a particularly contentious issue in Nigeria (Falola, 2008).
Finally, in less politically and economically stable contexts, pipelines can fall victim to various kinds of conflict, sabotage, crime, and corruption. This is notable in Nigeria, whose pipeline network has faced civil war, sabotage, and theft. In the United States during the 1920s and 1930s, corruption and financial crimes around pipelines were so bad that many fossil fuel executives fled the country to avoid prosecution (Blanchard, 2021).
4.4.5 Institutional feasibility
Large pipeline projects have tended to be boosted by political, and geopolitical incentives. These can include the need for fuel for the military (Blanchard, 2021; Bott, 2004; Perović, 2017); concerns about energy security (Bott, 2004; Yaodong and Gillespie, 2020); or the need for oil and gas as a trading commodity—either to export for foreign currency or to offset imports (Akinola, 2018; More, 2009; Perović, 2017). Another factor is the political power of pipeline operators; the oil and gas industry more generally; or regions in which that industry was an important part of the local economy (Blanchard, 2021; Falola, 2008). Often, these political incentives translate into direct policy support, financial subsidies, or government coordination of pipeline projects, as has happened in Russia, the United Kingdom, Canada, and China (Bott, 2004; More, 2009; Perović, 2017; Yaodong and Gillespie, 2020).
Policy design is a major institutional constraint for pipelines. It is easy to create perverse incentives or dysfunctional regulations for such a complex, expensive, resource-intensive and trans-regional infrastructure (Blanchard, 2021; Bradley, 2018). The United States saw how easy it is to get this wrong, when in the 1970s, decades of under-construction (likely caused in part by policies designed to keep prices low for consumers) led to a gas supply crisis that saw schools closing for lack of heating (Blanchard, 2021). British policymakers appeared to be aware of these risks during the run-up to the North Sea oil boom, given the massive political and legislative resources they devoted to be able to rapidly establish a legal framework for North Sea oil..
Institutional factors at the level of private business can also be counterproductive. In the United States, during the energy crisis of the 1970s, Pipeline operators signed take-or-pay contracts, which required them to pay a penalty if they did not transport and market gas from a producer. The result was that when gas prices dropped, surplus capacity continued to flood the market, keeping prices artificially low (Blanchard, 2021; Bradley, 2018).
Finally, institutional factors at the level of international politics can also have an effect. This was the case with Russia, as NATO countries repeatedly tried to stymie their pipeline construction efforts using boycotts and embargoes (Perović, 2017).
4.4.6 Ecological Feasibility
Ecological factors aided the construction of pipelines in some cases, where they or other petroleum production and transport infrastructure were being built on land that was not seen as particularly ecologically valuable (Blanchard, 2021), or when the fuels they transported could displace other more polluting fuels (Blanchard, 2021; Chow, 2015; Liu, 2013). Pipelines can have negative environmental impacts, including pollution, leaks, and oil spills and blow-outs (Blanchard, 2021; Chow, 2015; Falola, 2008; More, 2009; Roxo, 2014), and are associated with environmental harms from upstream fossil fuel production and downstream consumption (Bott, 2004). However, these did not translate into significant impediments for the construction of the pipelines, unless they inspired environmental protest movements or environmental regulations (see sections 4.3.4 and 4.3.5 respectively.
4.4.7 Application to CO2 Pipelines
Table 3 discusses the applicability of the enablers and constraints discussed above specifically to CO2 pipelines. Some of the findings are largely inapplicable. Geophysical feasibility of CO2 pipelines, for example, pertains to availability of both pore space, and of steel and other metals; neither of which are currently major constraints on pipeline construction. The applicability of technological factors is similarly limited, since CO2 pipelines are already largely a solved technological problem (Wallace et al., 2015), and the ability to produce the necessary materials is now widespread. Technological choke-points, like those that occurred when oil shipment routes were disrupted and spurred pipeline investment, are also less relevant for CO2 pipelines, since there are few viable competing options for large-scale CO2 transportation.
Table 3: Summary of the relevance of different factors which influenced historical pipeline construction for CO2 pipelines.
Dimension of feasibility
|
Examples
|
Relevance to CO2 pipelines
|
Economic
|
Enabler
|
New demand; Supply shortages; New business models
|
High. CO2 market is critical. Niche applications (EOR) could prove important. And business models are still in flux.
|
Geophysical
|
Enabler
|
New resources; Need to use byproducts
|
Moderate. Analogue would be storage sites, which are ample. But development of new ones might accelerate pipeline construction new pipeline networks..
|
Institutional
|
Enabler
|
Supply concerns; state support; critical exports; political feedbacks
|
Moderate. The institutional factors that support oil and gas pipelines apply less to CO2. But policy support could still play a role, and there is scope for political feedbacks.
|
Sociocultural
|
Enabler
|
Ideological support
|
Moderate. Could get ideological support as low-carbon technology.
|
Technological
|
Enabler
|
Technological improvements; Chokepoints; Materials glut
|
Moderate. Chokepoints may play a role, if other forms of CO2 transport predominate. But this would just be a case of the system upscaling, rather than new build-out. Improvements in pipeline or capture technology could create a bonanza effect.
|
Ecological
|
Enabler
|
Pollution; unvalued landscapes
|
Moderate. CO2 pipelines don’t compete with a polluting industry, other than possibly some other CDR techniques. Unvalued landscapes could be easier to build through.
|
Economic
|
Constraint
|
Insufficient demand; Lack of investment; Supply-demand coordination
|
High. Demand issues discussed above, but supply-demand coordination is critical, and very challenging. CO2 has physical properties suggesting this could be a real problem. Note that BECCCS CO2 production might have some seasonality.
|
Geophysical
|
Constraint
|
Availability of resources
|
Low. Raw materials are abundantly available.
|
Institutional
|
Constraint
|
Policy or geopolitical complexity; Lack of political capital; Jurisdictional issues; Perverse policy incentives
|
High. Policy issues are equally complex, and there is a risk of perverse policy incentives just as there was with oil and gas pipelines. Less geopolitical risk, however.
|
Sociocultural
|
Constraint
|
Consumer, environmental, competitor, and affected industry opposition; Regional tensions
|
High. Opposition already exists. Regional conflicts also have a high likelihood if sector is very profitable. Existing pipelines and rights of way diminish this constraint in some places.
|
Technological
|
Constraint
|
Materials shortage
|
Low. Raw materials and technical know how are abundantly available.
|
Ecological
|
Constraint
|
Pollution; Spills, blowouts, and accidents; Fuel leaks
|
Low. These developments by themselves, though concerning, are unlikely to impede pipeline construction by themselves. They may, however, inspire public opposition (see above).
|
Economic issues are much more relevant. The lack of a sufficient market for CO2 is an impediment to the construction of more pipelines. As was the case with natural gas, CO2 pipeline networks might benefit from the establishment of strong niche applications for the product. Technologies like enhanced oil recovery have already led to a major CO2 pipeline buildout in the United States, and might do so elsewhere as well. This, however, comes with political hurdles, as well as questions as to its real value in mitigating climate change if the ultimate effect is to produce more fossil fuels (Chailleux, 2020). Supply and demand coordination is another important problem, since CO2, like natural gas, is difficult to store. Supply shortages of CO2 will be less likely to cause an economic crisis—and thus spur policy change—than supply shortages of energy commodities. The result could be a CO2 pipeline system and CO2 transportation market in which perennial overcapacity, under-capacity, or monopolism interferes with the smooth functioning of carbon markets.
Institutional factors are also important, for related reasons. Establishing rights-of-way (possibly requiring the use of eminent domain (National Petroleum Council, 2019)), coordinating diverse businesses and other actors, contending with local opposition, dealing with issues of pipeline access and natural monopoly, regulating for safety and environmental impact, all pose challenging policy questions, for which there is a real risk of getting the answers wrong. Perverse policy incentives could slow the development of the CO2 transport system, or accelerate it at the cost of safety, environmental responsibility, or democratic input.
At minimum, creating effective policies will require the expenditure of significant political capital, for a sector that probably has less political impetus than the oil and gas sector. The military does not use CO2; consumers do not depend on it to heat their homes; and, and absent a much broader global legitimation of carbon markets (possibly including border carbon adjustments), CO2 will be much less important in balance of trade issues than fossil fuels are. There might, however, be some scope for political feedbacks pushing policymakers to further enable rapid CO2 pipeline construction, through the growth of CO2 capturing industries and their associated lobbying capabilities.
Sociocultural factors present similar risks of opposition to CO2 pipelines as exist for fossil fuel pipelines. Public opposition to CO2 pipelines already exists (Splitter, 2022). Competitors (including competing CDR methods, such as biochar producers or tree-planters) might also lobby against CO2 pipelines, just as coal and railroad interests lobbied against fossil fuel pipelines. And other affected industries might also express concerns about how this infrastructure affects their interests. It is possible that these constraints could be offset by political support for CO2 pipelines as green infrastructure. Thus far, however, opposition has been more prominent.