“RE”- movals
*renewable energy & carbon removals
Tyler Marcus
September 8, 2025
AI is adding gigawatts of new energy demand. To keep up, companies are looking to biomass-energy and especially when it is paired with carbon capture (BECCS).
These projects provide both energy and carbon removal. This means the future of energy procurement requires integrated teams: energy experts handling the fundamentals of contracting and carbon removal experts assessing feedstocks, permanence, and monitoring, reporting, and verification (MRV).
Notable deals combining energy and removals
Stockholm Exergi is converting a biomass Combined Heat and Power (CHP) plant into BECCS, offering both district heating, power, and durable removals.
Frontier buyers have committed $40M+ to Arbor’s Louisiana BECCS project which generates energy along with removals.
British power-generator Drax plans to invest up to $12.5B in U.S. BECCS plants that will deliver biomass power while also capturing CO₂.
Why both teams are needed to evaluate biomass energy
Energy teams remain essential to pricing, structuring offtakes and hedging risk. But biomass introduces complexities that carbon removal/ nature based solutions experts are positioned to evaluate:
Feedstock sourcing: Is the wood or waste sustainable, or does it drive deforestation via leakage?
Carbon accounting: Is combustion net-neutral once logistics and land-use are considered?
Supply chain stability: Are biomass feedstocks available at the needed scale, consistency, and price over the long -run?
Indirect impacts: Does biomass harvesting affect soil carbon, water use, or biodiversity indirectly?
Certification & standards: Are feedstocks certified (e.g., FSC, ISCC) to prove sustainability to regulators and investors?
Why both teams are needed to evaluate capture
Energy teams still need to assess developer reliability, contract terms, and subsidy economics, but carbon integrity requires additional review from removals experts:
Permanence of storage: Are captured tons injected into reservoirs with long-term monitoring?
Monitoring, Reporting & Verification (MRV): Are standards robust, transparent, and consistent with global protocols?
Geological risk: Is the storage basin suitable, with proven injection history and capacity?
Counterparty credibility: Is the project developer financially and technically capable of delivering durable removals?
Cross-boundary issues: How are removals treated if capture, transport, and storage occur under different regulatory regimes?
Demand-side procurement functions and supply-side offerings will both converge. By the 2030s, bundled energy & removals contracts evaluated by integrated teams are likely to be the standard practice.
Takeaway: Energy teams are still indispensable, but “RE-movals” demand new expertise. The next corporate capability is procurement that unites both.