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市場調查報告書
商品編碼
1513548
碳捕獲化學品和材料的成長機會Growth Opportunities in Chemicals and Materials for Carbon Capture |
短期內機會大、挑戰大
鑑於排放不斷增加的趨勢,政府間氣候變遷專門委員會(IPCC)在其2014年報告及後續報告中引入了碳捕獲的概念。幾乎所有預測情境都包括某種形式的碳捕獲,強調了 2022 年碳捕獲的必要性。
所有現有的 CCUS 技術都處於早期階段,因此受到技術經濟不確定性、高複雜性計劃(例如涉及地質儲存的計劃)以及計劃當前和潛在環境(包括回收、運輸和隔離)的影響,面臨著類似的挑戰。其他挑戰包括成本效益、碳定價機制在培育復甦市場方面的不確定有效性、需要公共和私人資金建設必要的基礎設施、法律規範、社會許可、區域性這些包括需要仔細評估對碳排放的影響。社會。
CCUS產業存在高風險(尤其是對於新進業者而言),並且在未來幾十年內有望獲得巨大收益,但目前尚未制定任何計劃。
基於廣泛的研究和初步訪談,本研究旨在對考慮用於碳捕獲基礎設施的主要化學品和材料(胺、碳酸鉀、活性碳和沸石)制定 2030 年的需求預測。我們也分析了使用不同化學製程的其他維修方法,例如 Selexol、Refisol 和金屬有機框架。
Big Opportunities and Big Challenges in the Short Term
Given the rising trajectory of emissions, the Intergovernmental Panel on Climate Change (IPCC) introduced the concept of carbon capture in a 2014 report and subsequent reports. It stressed the need for carbon capture in 2022 by including some form of it in almost all its forecasting scenarios.
All existing CCUS technologies are nascent, so they face similar challenges: techno-economic uncertainty, high complexity projects (such as those that involve geological storage), and little information on the current and potential environmental impacts of projects that involve capture, transport, and sequestration. Other equally relevant challenges include cost-effectiveness, carbon pricing mechanisms' uncertain effectiveness in fostering capture markets; the need for public and private funding to build the required infrastructure; and the need for an enabling regulatory framework, social license, and a careful evaluation of the impacts on communities.
The CCUS industry presents a high risk (particularly for new entrants) and an enormous revenue outlook for the next decades, while the plan is not yet written.
Based on extensive research and primary interviews, this report attempts to build a 2030 demand forecast for the main chemicals and materials under consideration for use in carbon-capture infrastructure: amines, potassium carbonate, activated carbon, and zeolites. It also analyzes other capture methods that use different process chemicals, such as Selexol, Rectisol, and metallic-organic frameworks.