IEA Net Zero. vs System level Defossilisation.

IEA Net Zero vs. System-Level Defossilisation The IEA’s Net Zero by 2050 roadmap outlines a massive transformation: • Electricity demand more than doubles • Hydrogen production scales to unprecedented levels • CCUS becomes structurally embedded • Transmission expansion becomes critical It is a pathway built on electrification, hydrogen expansion and carbon capture at scale. But there is another way to frame the challenge. Decarbonisation reduces emissions intensity. Defossilisation eliminates new fossil carbon input. Carbon Recycling Technology (CRT) approaches the system differently: • Carbon is not treated as waste — it is recycled inside the boundary • Renewable hydrogen supplies energy, not fossil feedstock • Firm baseload power is exported to the grid • No reliance on long-term geological storage Instead of: Fossil → Combustion → Capture → Store CRT operates as: CO₂ → Hydrogen → Renewable Gas → Power → CO₂ (closed loop) The distinction matters. One model depends on expanding grids, scaling storage and permanently storing carbon. The other internalises carbon within the energy architecture and eliminates fossil dependence at source. As capital markets move from climate narratives to infrastructure execution, the question becomes clearer: Are we optimising emissions intensity — or redesigning the system boundary itself? #Infrastructure #Defossilisation #NetZero #EnergyTransition #IndustrialDecarbonisation