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Cross Analysis & Strategic Insights

LXI

Created on June 2, 2026

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Digital as connective tissue

Technology clusters by step

Dual actors as integrators

Digital as connective tissue

Data analytics, ESG platforms, SaaS and cloud solutions appear across all six value chain steps. Rather than serving one segment, digital actors function as horizontal enablers, supporting monitoring, verification (MRV), carbon accounting and market access. This makes digital infrastructure a strategic priority for ecosystem coherence.

Technology clusters by step

  • Capture and storage concentrate the deepest R&D activity.
  • Transport is structurally supported by large logistics actors with readily adaptable infrastructure.
  • Utilisation is technically specialised (gas, biotech, advanced materials).
  • Monetisation is driven by digital-advisory actors operating certification and carbon market tools.

Dual actors as integrators

13 actors (33%) play simultaneous value chain and enabler roles, forming three profiles: technology-first actors (product = value chain positioning), advisory-operational actors (consulting expanding into direct market activity) and infrastructure providers (large-scale logistics or energy operators with CCUS-adjacent capabilities). These dual actors are the ecosystem’s most structurally connected nodes and its most likely early deployment leaders.