Powering AI: Top Carbon Capture Stocks to Buy Right Now By Investing.com

Investing.com -- As AI infrastructure spending from Western hyperscalers could exceed $1 trillion before peaking in 2028, power constraints and environmental concerns are driving demand for carbon capture and sequestration solutions. Barclays has identified key players across the digital and power infrastructure landscape, noting that while data centers take roughly two years to develop, large gas power plants require five-plus years to commission. The firm has identified over 400 public and private companies playing critical roles across 19 digital and power infrastructure subcategories. Here are the top stocks in the carbon capture and sequestration sector according to Barclays. Air Products The company integrates CCS technology into world-scale hydrogen production facilities like the Louisiana Clean Energy Complex, positioning it at the forefront of industrial-scale carbon management. Baker Hughes Supplies CO2 compression, turbines, and subsurface monitoring services for integrated data center and sequestration hubs, providing essential infrastructure for carbon storage operations. Baker Hughes recently secured a 60-month service contract with Petrobras for turbomachinery equipment and also issued debt to fund its proposed acquisition of Chart Industries, Inc. BKV Corp Develops an end-to-end value chain leveraging upstream assets for dedicated CO2 sequestration projects, offering integrated carbon management solutions. California Resources Develops the Carbon TerraVault JV to provide dedicated CO2 storage services in depleted reservoirs, utilizing existing oil and gas infrastructure for carbon storage. Chevron Invests in CCS projects like Bayou Bend and operates the Gorgon CCS system in Australia, demonstrating commitment to large-scale carbon sequestration. Chevron received upgrades to Buy from both HSBC and Melius, with HSBC citing the company's regional risk profile and Melius pointing to its focus on shareholder returns. Exxon Mobil Operates the LaBarge CCS facility and develops an end-to-end CCS system for industrial customers, providing comprehensive carbon capture services.' Exxon Mobil is accelerating the completion of its fifth floating production facility in Guyana, and its board has recommended that shareholders approve changing the company's legal domicile from New Jersey to Texas. LanzaTech Global Uses gas fermentation technology to capture waste carbon and transform it into sustainable products, offering a unique approach to carbon utilization. Linde Offers HISORP adsorptive technology and partners in the development of large-scale CCS hubs, providing critical technology for carbon separation and storage. Linde announced a 7% increase in its quarterly dividend, marking the 33rd consecutive year of raising its payout, and also received an initiation of coverage with an overweight rating from JPMorgan. NET Power Develops natural gas power plants that utilize the Allam-Fetvedt Cycle to capture 100% of emissions, addressing power generation needs while eliminating carbon release. Occidental Deploys Direct Air Capture through its 1PointFive subsidiary and leverages CO2 for enhanced oil recovery, combining atmospheric carbon removal with commercial applications. SLB SLB offers subsurface evaluation, carbon dioxide injection, and modular capture units through its SLB Capturi division. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.