Guidehouse Insights 排行榜報告 - 先進點源碳捕集解決方案：評估八家先進點源碳捕集解決方案提供商的策略和執行情況

隨著脫碳努力的勢頭增強，發生點碳捕獲技術越來越受到關注，特別是在工業和發電等脫碳困難的領域。因此，無論是在專案進度或政策支援機制（例如稅收抵免、碳價格、市場、直接補貼、跨CCUS 價值鏈的協調商業模式）方面，碳捕獲、利用和封存（CCUS）都變得越來越重要。

然而，市場發展卻落後於 2050 年實現二氧化碳淨零排放的目標。在歐洲和北美等已開發市場，目前的障礙導致最終投資決策的進展速度比預期慢得多。儘管如此，CCUS 產業的成長仍在加速，隨著供應商專案和技術的成熟、併購活動的增加以及政策和法律的變化，競爭格局可能會發生變化。

本報告評估了全球八家領先的商業規模點源碳捕集先進解決方案供應商——作為最新實際 CCUS 項目一部分的二氧化碳源頭捕集解決方案。 - 每年捕集150 萬噸二氧化碳的正在運作或開發中的項目。

頂級供應商

• Shell Catalysts & Technologies/Technip Energies
• Mitsubishi Heavy Industries
• Honeywell UOP
• Linde
• Air Liquide
• Aker Carbon Capture
• Air Products
• Fluor

目錄

第 1 章執行摘要

第二章市場概述

• 市場定義
• 市場驅動因素
  • 碳定價
  • 政府獎勵措施
• 市場限制因素
  • 商業模式
  • 成本高
  • 監理框架
• 市場趨勢

第 3 章 Guidehouse 見解排行榜

• Guidehouse Insights 排行榜類別
  • 領導者
  • 競爭者
  • 課題者
  • 追蹤者
• Guidehouse Insights 排行榜網格

第四章公司排名

• 簡介
• 領導者
  • Shell Catalysts & Technologies/Technip Energies
  • Mitsubishi Heavy Industries
  • Honeywell Universal Oil Products
• 競爭者
  • Linde
  • Air Liquide
  • Aker Carbon Capture
  • Air Products
• 課題者
  • Fluor Corporation
• 追蹤者
• 計畫進入的公司
  • NET Power
  • ION Clean Energy
  • Capsol Technologies
  • Carbon Capture America

第 5 章首字母縮寫詞和縮寫詞列表

第 6 章目錄

第 7 章圖表

第8章分析範圍/方法

As decarbonization efforts gain momentum, point-source carbon dioxide capture technology is attracting more attention, especially for hard-to-decarbonize sectors such as industry and power generation. As a result, carbon capture, utilization, and storage (CCUS) is a growing industry, both in project development and in policy support mechanisms, including tax credits, carbon pricing, and markets; direct subsidies; and regulated business models that span the CCUS value chain.

Progress in market deployments has been slow, however, as has progress toward reaching net-zero CO2 emissions by 2050. In more mature markets such as Europe and North America, current barriers have rendered progress in reaching final investment decisions slower than expected. Still, growth of the CCUS industry is accelerating, and the competitive space is subject to change as vendor projects and technologies mature, merger and acquisition activity grows, and policies and legislation change.

This Guidehouse Insights Leaderboard accesses advanced carbon capture solutions providers in commercial-scale point-source capture applications, where CO2 is captured at the point of emissions as a part of a contemporary commercial CCUS project. It identifies and ranks eight successful carbon capture solution providers with projects in commercial operation or advanced commercial development that cumulatively capture at least 1.5 million metric tons of CO2 per year.

Top Vendors

Shell Catalysts & Technologies/Technip Energies

Mitsubishi Heavy Industries

Honeywell UOP

Linde

Air Liquide

Aker Carbon Capture

Air Products

Fluor

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Vendor Criteria
• 1.3 The Guidehouse Insights Leaderboard Grid

2. Market Overview

• 2.1 Market Definition
• 2.2 Market Drivers
  • 2.2.1 Pricing Carbon
  • 2.2.2 Government Incentives
• 2.3 Market Barriers
  • 2.3.1 Business Models
  • 2.3.2 High Costs
  • 2.3.3 Regulatory Frameworks
• 2.4 Market Trends
  • 2.4.1 Slowing Project Announcements
  • 2.4.2 Demand and Market Consolidation
  • 2.4.3 Innovation
  • 2.4.4 Evolving Business Models

3. The Guidehouse Insights Leaderboard

• 3.1 The Guidehouse Insights Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

• 4.1 Introduction
• 4.2 Leaders
  • 4.2.1 Shell Catalysts & Technologies/Technip Energies
  • 4.2.2 Mitsubishi Heavy Industries
  • 4.2.3 Honeywell Universal Oil Products
• 4.3 Contenders
  • 4.3.1 Linde
  • 4.3.2 Air Liquide
  • 4.3.3 Aker Carbon Capture
  • 4.3.4 Air Products
• 4.4 Challengers
  • 4.4.1 Fluor Corporation
• 4.5 Followers
• 4.6 Upcoming Players
  • 4.6.1 NET Power
  • 4.6.2 ION Clean Energy
  • 4.6.3 Capsol Technologies
  • 4.6.4 Carbon Capture America

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

• 8.1 Scope of Study
• 8.2 Sources and Methodology
  • 8.2.1 Vendor Selection
  • 8.2.2 Project Status Definitions
  • 8.2.3 Ratings Scale
    • 8.2.3.1 Score Calculations
  • 8.2.4 Criteria Definitions
    • 8.2.4.1 Strategy
    • 8.2.4.2 Execution

List of Tables

The Guidehouse Insights Leaderboard Overall Scores

Vendor Scores

Vendor Scores on Strategy Criteria

Vendor Scores on Execution Criteria

List of Figures

The Guidehouse Insights Leaderboard Grid

Shell Catalysts & Technologies / Technip Energies Strategy and Execution Score

Mitsubishi Heavy Industries Strategy and Execution Scores

Honeywell Universal Oil Products Strategy and Execution Scores

Linde Carbon Capture Strategy and Execution Scores

Air Liquide Carbon Capture Strategy and Execution Scores

Aker Carbon Capture Strategy and Execution Scores

Air Products Capture Strategy and Execution Scores

Fluor Strategy and Execution Scores