碳捕獲化學品和材料的成長機會

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。

目錄

分析亮點

策略要務

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對碳捕獲化學品和材料產業的影響
• 成長機會推動Growth Pipeline Engine（TM）

成長環境

• 分析範圍
• CCUS技術細分
• CCUS 價值鍊與定義
• CCUS技術整體情況
• CCUS 的最佳溶劑和材料特性
• 碳捕獲過程概述
• CCUS製程中的主要化學品
• 主要碳捕集化學品的優缺點
• 燃燒前/燃燒後、回收過程、主要材料
• 生長促進因子
• 成長抑制因素
• 依主要分離技術分類的年產能增加預測
• 預測主要 CCUS 化學品的先決條件
• 密鑰採集技術先決條件
• 預測假設，摘要表
• 主要CCUS化學品價格分析
• 主要 CCUS 化學品市場的預測假設
• 收益/數量預測
• 按主要化學品分類的收益預測
• 著名材料/溶劑製造商
• 值得關注的基礎設施提供商

成長機會宇宙

• 成長機會1—新材料研究
• 成長機會2－利用化學產業的獨特地位
• 成長機會3-甲酸鋁的開發

資訊來源

• 資訊來源
• 材料清單
• 免責聲明

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.

Table of Contents

Analysis Highlights

• Analysis Highlights

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Chemicals and Materials for Carbon Capture Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• Scope of Analysis
• CCUS Technologies Segmentation
• CCUS Value Chain and Definitions
• The Bigger Picture of CCUS Technologies
• Ideal Properties in Solvents and Materials for CCUS
• Brief Description of Selected Carbon Capture Processes
• Key Chemicals in Selected CCUS Processes
• Strengths and Weaknesses in Selected Chemicals for Carbon Capture
• Pre/Post-combustion, Capture Processes, and Selected Materials
• Growth Drivers
• Growth Restraints
• Annual Capacity Addition Forecast by Principal Separation Technology
• Forecast Assumptions for Selected Chemicals for CCUS
• Assumptions for the Selected Capture Technologies
• Forecast Assumptions, Summary Table
• Pricing Analysis for Selected Chemicals for CCUS
• Forecast Assumptions for Selected CCUS Chemicals Market
• Revenue and Volume Forecast
• Revenue Forecast by Selected Chemical
• Materials and Solvent Manufacturers to Watch
• Infrastructure Providers to Watch

Growth Opportunity Universe

• Growth Opportunity 1-Researching New Materials
• Growth Opportunity 2-Exploiting the Chemical Industry's Unique Position
• Growth Opportunity 3-Developing Aluminum Formate

Sources

• Sources
• List of Exhibits
• Legal Disclaimer