空氣變商機，碳變黃金

加拿大新創公司Deep Sky近日宣布，與美國碳信用管理平台Rubicon Carbon簽訂為期9年的長期合約，自2025年至2033年，Rubicon將購買其直接空氣碳捕捉（Direct Air Capture, DAC）項目產出的永久性碳移除信用額度。這不僅是Rubicon首次將DAC信用納入其碳投資組合，更代表全球碳市場正邁向高完整性、高技術含量的碳移除解決方案。

Canadian climate tech startup Deep Sky has signed a groundbreaking nine-year agreement with U.S.-based carbon credit platform Rubicon Carbon, under which Rubicon will purchase permanent carbon removal credits generated by Deep Sky’s Direct Air Capture (DAC) project from 2025 to 2033. This marks Rubicon’s first inclusion of DAC credits in its portfolio and reflects the carbon market’s shift toward high-integrity, technology-driven removal solutions.

Deep Sky的首座DAC設施「Deep Sky Alpha」預計將於2025年夏季投入運轉，年捕捉量為3,000公噸二氧化碳。該公司採用技術中立（tech-agnostic）策略，尋求來自全球的最先進DAC技術，並在加拿大打造具規模化潛力的碳移除基礎設施。公司副總裁Charlie Renzoni強調：「透過與Rubicon合作，我們能將碳移除成果擴大至全球企業，創造更深遠的氣候影響力。」

“This partnership reinforces our commitment to building a high-quality carbon portfolio and demonstrates the growing interest in DAC technologies across the industry,” said Rubicon Carbon CEO Tom Montag. “We’re excited to work with Deep Sky to offer corporate clients early access to these innovative carbon removal solutions.”

DAC技術與全球碳市場的戰略意義

Deep Sky’s first DAC facility, Deep Sky Alpha, is slated to launch in summer 2025 with an annual carbon removal capacity of 3,000 metric tons. The company adopts a tech-agnostic strategy - sourcing the most advanced DAC technologies from around the world - and aims to scale up carbon removal infrastructure across Canada. “Through our partnership with Rubicon, we can scale our impact and bring carbon removal solutions to global businesses,” said Charlie Renzoni, VP of Business Development at Deep Sky.

DAC被視為實現淨零排放的關鍵技術之一，因其能直接從大氣中捕捉二氧化碳，並進行永久性儲存，具備無可取代的碳中和潛力。根據國際能源總署（IEA）預測，若要實現2050年全球淨零排放目標，DAC等碳移除技術每年需處理數十億噸CO₂。然而，截至2024年，全球已上線的DAC產能仍不到1萬公噸，規模化挑戰與高成本問題仍待克服。

在此背景下，Rubicon與Deep Sky的合作被視為一項具有里程碑意義的舉措。Rubicon自2022年創立以來，致力於建立經過驗證、透明與彈性的碳信用投資平台，協助企業達成減碳目標。而此次引進DAC信用不僅拓寬其投資產品組合，也為市場提供了更高品質、更具可持續性的選擇。

Strategic Importance of DAC in the Carbon Market

Direct Air Capture is considered one of the most critical technologies for achieving net-zero emissions due to its ability to permanently remove CO₂ directly from the atmosphere. According to the International Energy Agency (IEA), DAC and other carbon removal methods will need to process billions of tons of CO₂ annually by 2050 to meet global net-zero goals. Yet, as of 2024, global DAC capacity remains below 10,000 tons - highlighting the challenges of scaling and cost.

Against this backdrop, the Rubicon–Deep Sky deal is seen as a major milestone. Since its founding in 2022, Rubicon Carbon has built a platform centered on transparency, verification, and flexibility in carbon credit markets, helping companies meet their decarbonization targets. Integrating DAC into its offerings strengthens its portfolio while providing the market with more high-quality, sustainable options.

加拿大成為碳移除發展熱區

加拿大作為DAC技術的潛力基地，擁有以下優勢：

在此政策與技術雙引擎驅動下，Deep Sky已在短短兩年間籌資超過1億美元，並宣布正部署全國規模的DAC項目管線，試圖在國際碳移除市場中扮演領頭羊角色。

深化碳市場透明與創新應用

此次合作也將Rubicon平台推向「投資組合中的投資組合」新模式，透過嚴格的盡職調查與項目評估機制，協助客戶降低交付與對手風險，並促進DAC等技術的市場接受度。

Canada’s Rise as a Carbon Removal Hub

Canada is emerging as a prime location for DAC development due to several strategic advantages:

Driven by strong policy and technological backing, Deep Sky has raised over $100 million in just two years and is building a nationwide DAC project pipeline, positioning itself as a global leader in the emerging carbon removal economy.

Enhancing Transparency and Market Innovation

This partnership also introduces a "portfolio within a portfolio" approach for Rubicon, using rigorous due diligence and project evaluation to reduce delivery and counterparty risks. The model aims to improve the market acceptance and scalability of DAC technologies.

Importantly, this cross-border, cross-technology collaboration sets a precedent for a diverse and high-integrity carbon market, laying the groundwork for trusted offset mechanisms across countries and industries.

更重要的是，這種跨國、跨技術的合作模式為未來碳市場的多元化與高完整性發展樹立典範，也為更多國家與企業鋪路，建立值得信賴的碳抵換機制。

展望未來：DAC信用如何納入企業永續策略？

Looking Ahead: DAC in Corporate Climate Strategies

隨著投資人與消費者對企業減碳承諾要求提高，越來越多企業將DAC納入氣候策略，用以抵銷難以避免的剩餘排放。Rubicon與Deep Sky的合作顯示，碳移除正由科技創新驅動，走向主流應用。

As pressure mounts from investors and consumers for stronger corporate climate commitments, more companies are incorporating DAC-based credits to offset hard-to-abate emissions. The Deep Sky–Rubicon deal signals that carbon removal is moving from experimental tech to mainstream application.

若DAC信用能夠達成大規模供應與驗證機制標準，未來企業在制定淨零策略時，不再只是依賴自家減排，也能透過市場機制參與全球碳移除，共同朝氣候穩定邁進。

If DAC credits can meet the standards of scalability and verification, they will become a critical tool in net-zero strategies - allowing companies to not only reduce their own emissions but also contribute to global climate stabilization through market-based mechanisms.