[Market Focus] Unid Rises on U.S. Carbon Capture Tax Credit Support... Recognized as Core Energy Export Technology

Unid is showing strong performance. Securities firms' analysis that carbon capture technology is becoming a core technology in the United States' energy strategy and that Unid will benefit from this appears to be influencing the stock price.

As of 10:43 a.m. on the 15th, Unid was trading at 93,600 won, up 5,700 won (6.48%) from the previous trading day.

Hana Securities predicted that demand for potassium-based products as carbon adsorbents would increase as the carbon capture market grows.

Yoon Jaesung, a researcher at Hana Securities, stated, "Carbon capture will become a core technology in the United States' energy strategy," emphasizing, "It is a key technology for expanding crude oil and gas production."

He noted, "Occidental has achieved results doubling production by injecting carbon dioxide into oil fields," and analyzed, "Carbon capture is a core technology for reducing CO2 emissions as the United States expands gas-fired power plants." He added, "ExxonMobil and Chevron are highlighting carbon capture technology as essential as they proceed with the construction of hyperscale gas-fired power plants for 2027 to 2028."

Researcher Yoon explained, "The United States will expand exports to include ammonia after liquefied natural gas (LNG), because blue hydrogen and blue ammonia can be produced by reforming abundant domestic natural gas and then capturing the carbon." He further stated, "Carbon capture is also necessary for LNG sales to Europe, where emissions standards are strict," and reiterated, "Carbon capture is not only for reducing carbon dioxide emissions, but can become a core technology in the United States' energy strategy."

Researcher Yoon also mentioned, "On the 13th, the U.S. House Republican leadership presented a draft tax reform plan through the Ways and Means Committee, in which the sunset dates for AMPC (45X), PTC (45Y), and ITC (45E) were moved forward," but added, "There is no change to the 45Q tax credit related to carbon capture." He explained, "The positive stance of the U.S. Republican Party on carbon capture is because it is a core technology for meeting surging power demand, expanding U.S. crude oil and gas production, and supporting energy exports."