I don’t see this decision surviving the Feb 23rd election.

A ton removed is a ton removed no matter who buys it. I think it’s reasonable to assume that only FF firms have the balance sheets for DAC at scale. I don’t think you can make the case that DAC leads to more FF extraction unless it’s used for EOR…which of course might happen.

Also the policy approach of the US is at least in the short term, inflationary. As soon as credits go up, manufacturers of components hike prices