case study
CARBON CAPTURE: FROM D.C. TO LOUISIANA SEQUESTRATION
Client: Lapis Carbon Solutions
Scope: Strategic advisory across energy transition markets, regulatory risk, and emitter engagement
The Challenge
Lapis Carbon Solutions was advancing projects in the early, uncertain days of CCUS. The company faced:
- Policy Uncertainty: Awaiting EPA primacy in Louisiana, Treasury clarity on 45Q and tax-credit transferability, and shifting federal guidance.
- Competitive Pressure: Racing to secure emitters and sites before majors dominated the space.
- Regulatory Complexity: Overlapping rulings from FTC, SEC, FERC, and EPA, including new Environmental Justice guidance.
- Capital & Commercial Risk: Needing to align projects and make them attractive to investors and offtake partners.
NOVUS Approach
The Strategy
Federal Lead: Provided real-time insights on Treasury, EPA, FERC, and SEC rulings during policy uncertainty.
Stakeholder Mapping: Identified key decision makers in the Biden Administration and state officials in Louisiana and Arkansas; coordinated with GR teams.
Emitter Targeting: Pinpointed hard-to-abate industrials near viable sequestration sites and supported engagement.
Funding Access: Surfaced opportunities for federal CCS funding to accelerate timelines and reduce capital risk
Market Insights: Delivered competitive landscape analysis, valuation drivers at exit, and recommendations for Scope 2 power reduction.
Growth Support: Strengthened marketing with emitters and opened doors across NOVUS’s network of 18,000+ energy executives.
The Results
- Clearer regulatory path during uncertain policy shifts.
- Commercial traction with hard-to-abate emitters in Louisiana’s industrial corridor.
- Improved valuation positioning through Scope 2 strategies and market differentiation.
- Expanded access to strategic, financial, and regulatory stakeholders.
Why It Matters
Carbon capture projects succeed when developers can bridge federal policy, secure industrial offtake, and attract capital before the competition. By combining Washington insights with Louisiana execution, NOVUS positioned Lapis Carbon Solutions to accelerate progress and de-risk projects in a sector still writing the rules.
“In the early, uncertain days of CCUS, NOVUS helped us accelerate progress and de-risk decisions. Emily’s grasp of policy and markets, combined with her network, gave us clarity and momentum when the rules were still being written.”
Work with NOVUS Energy Advisors
At NOVUS Energy Advisors, we help energy leaders navigate complex infrastructure challenges with clarity and confidence. If you’re facing critical decisions about your assets, strategy, or the energy transition, our team is ready to guide you forward. Let’s start a conversation about how we can help.