How will commercial supercritical CO2 power generation impact industrial CO2 demand and pricing?

How will commercial supercritical CO2 power generation impact industrial CO2 demand and pricing?
The commercial launch of the 'Super Carbon One' 15 MW supercritical CO2 (SCO2) waste-heat power unit in Guizhou marks a shift from lab to market. Unlike conventional steam cycles, SCO2 systems operate without phase change, achieving theoretical efficiencies above 50% and halving equipment footprint. This technology is primarily an energy recovery tool for steel, cement, and coking plants, converting low-grade waste heat into grid electricity. For CO2 buyers, this creates a new, large-scale, closed-loop demand source that does not consume CO2 but recycles it internally. While not a direct consumer of merchant CO2, widespread deployment could support carbon capture economics by adding value to captured streams. Near-term, expect pilot replication in Chinese steel and chemical parks, with equipment suppliers and engineering firms as key beneficiaries.