BKV 公司在 5 月 8 日的新闻稿中表示， BKV 公司和哥本哈根基础设施合作伙伴 (CIP) 已达成合资协议，其中 CIP 承诺投资 5 亿美元在美国设计、建造和运营碳捕获、利用和封存项目。

通过投资，CIP 将持有合资公司 49% 的权益。BKV 子公司 dCarbon Ventures 将贡献其 Barnett Zero 和 Eagle Ford Shale 项目的所有权，并承诺投资未来的 CCUS 项目、相关资产以及潜在的现金，以换取 51% 的权益。

此前，BKV于 5 月 1 日与Comstock Resources就Haynesville Shale 的 CCUS 项目达成协议，成立了合资公司。

BKV 表示，合资公司将利用该公司在开发 CCUS 项目方面的“早期领导者”地位，同时受益于 CIP 在开发低碳基础设施项目方面的经验。

BKV 和 CIP 表示，他们希望找到适合合资公司开发的投资项目，BKV 将担任合资公司所有 CCUS 项目的运营商。

BKV 首席执行官 Chris Kalnin 表示：“与 CIP（一家全球规模的低碳基础设施项目资产管理公司）建立战略合作伙伴关系，将进一步增强 BKV CCUS 业务的经济效益，并加速其增长。我们将携手拓展碳捕获、利用和封存项目，以满足日益增长的低碳能源解决方案需求。通过将 BKV 在开发和扩展 CCUS 项目方面的技术和运营专长与 CIP 广泛的网络、项目组合和基础设施开发经验相结合，我们将拥有发展 CCUS 业务的有利条件。此次合作将加速我们向邻近市场、行业和地区扩张的步伐。”

BKV 的 CCUS 投资组合包括处于不同开发阶段的多个项目，其中两个项目最初已贡献给合资企业。

位于北德克萨斯州的 Barnett Zero 项目自 2023 年 11 月启动以来，已封存了超过 200,000 吨二氧化碳_当量。位于南德克萨斯州的 Eagle Ford 项目预计将在 2026 年上半年实现首次注入，但须获得所有必要的许可证并签署必要的最终协议。

BKV 不断增长的 CCUS 产品组合中的其他项目预计将随着进展而贡献给合资企业。

Jefferies LLC 担任此次交易的独家财务顾问。BakerHostetler 担任 BKV 的法律顾问。

BKV Corp. and Copenhagen Infrastructure Partners (CIP)  have entered into a joint venture (JV) agreement in which CIP has committed $500 million to design, construct and operate carbon capture, utilization and sequestration projects across the U.S., BKV said in a May 8 press release.

Through its investment, CIP will hold a 49% interest in the JV. BKV subsidiary dCarbon Ventures will contribute ownership of its Barnett Zero and Eagle Ford Shale projects and has committed to future CCUS projects, related assets and potentially cash in exchange for a 51% interest.

The JV comes after BKV entered an agreement on May 1 with Comstock Resources for CCUS projects in the Haynesville Shale.

BKV said the JV will leverage the company’s standing as an “early leader” in developing CCUS projects while benefitting from CIP’s experience in developing low-carbon infrastructure projects.

BKV and CIP said they expect to identify investment-ready projects for development by the JV, with BKV serving as the operator of all of the JV’s CCUS projects.

“This strategic partnership with CIP, a world-scale asset manager of low-carbon infrastructure projects, further strengthens the economics of BKV’s CCUS business while enabling the acceleration of its growth,” said BKV CEO Chris Kalnin. “Together, we will expand our pipeline of carbon capture, utilization and sequestration projects to help meet the increasing demand for low-carbon energy solutions. By combining BKV’s technical and operating expertise in developing and scaling CCUS projects with CIP’s expansive network, project portfolio, and experience in infrastructure development, we are well positioned to grow our CCUS business. This partnership accelerates our efforts to expand into adjacent markets, industries, and geographies.”

BKV’s CCUS portfolio consists of several projects in various stages of development, two of which have been contributed to the JV initially.

The Barnett Zero Project in North Texas has sequestered more than 200,000 tons of CO₂ equivalent since start up in November 2023. The Eagle Ford Project in South Texas is forecasted to achieve an initial injection in the first half of 2026, subject to receipt of all required permits and execution of necessary definitive agreements.

Additional projects within BKV’s growing CCUS portfolio are expected to be contributed to the JV as they progress.

Jefferies LLC served as the exclusive financial adviser on the deal. BakerHostetler acted as legal counsel to BKV.