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市場調查報告書
商品編碼
1494845
CCUS(碳捕獲、利用和儲存)的全球市場:分析 - 按來源、按服務、按技術、按最終用戶、按地區、預測(至 2030 年)Carbon Capture, Utilization & Storage Market Forecasts to 2030 - Global Analysis By Source (Industrial Processes and Power Generation), Service (Capture, Transportation, Utilization, Storage and Other Services), Technology, End User and By Geography |
預計2024年全球CCUS(碳捕獲、利用和儲存)市場規模將達46.1億美元,預測期內年複合成長率為22.0%,到2030年將達到152.1億美元。
CCUS(碳捕獲、利用和儲存)技術系列旨在減少能源生產和工業活動中的二氧化碳 (CO2)排放。二氧化碳在工廠和發電廠等排放被吸收,並轉移到倉儲設施或用於其他目的。儲存通常需要將二氧化碳注入地下深處的地質構造中,以防止其釋放到大氣中。
根據碳捕集與封存協會(CCSA)介紹,碳捕集、利用和儲存(CCUS)是大幅減少工業、供熱、電力和交通運輸等多個關鍵產業排放的重要工具。它是能夠以工業規模(CCSA)從大氣中去除二氧化碳的少數方法之一。
減緩氣候變遷
CCUS市場主要受到監管和政策支持的推動。世界各國政府正透過碳價、稅額扣抵和補貼等政策來促進這些技術的使用。例如,在美國,第 45Q 條為二氧化碳捕獲和儲存提供了稅收優惠。此外,《巴黎協定》等協議規定了減少溫室氣體排放的全球承諾,使 CCUS 成為履行這些義務的重要工具。
營運和資本成本高
高資本和營業成本是採用 CCUS 技術的主要障礙。捕獲二氧化碳,特別是從分散或低濃度來源捕獲二氧化碳,成本高昂。因為它需要先進的基礎設施和技術。如果沒有重大的財務獎勵或補貼,碳捕獲、儲存、運輸和壓縮的高昂成本可能會使許多公司在財務上難以實施。此外,國際能源總署(IEA)強調,CCUS技術的廣泛採用需要降低成本。
技術開發與創新
CCUS技術的發展有可能顯著降低成本和效率。應在固體吸附劑、薄膜和二氧化碳捕集先進溶劑等領域進行更多研究和開發,以提高捕集率並降低營業成本。透過監測和檢驗技術的進步可以提高二氧化碳儲存的安全性和可靠性。此外,投資這些技術開發可以創造更具商業性可行性和可擴展性的 CCUS 解決方案。
來自替代技術的威脅
CCUS 面臨的競爭威脅包括能源效率措施和再生能源來源等替代低碳技術的出現。太陽能、風能和電池儲存技術成本的下降使它們成為減少碳排放的越來越有吸引力的選擇。此外,與 CCUS 相比,提高能源效率的投資可以實現更快、更經濟的排放。這種競爭環境可能會導致 CCUS計劃失去焦點和資金。
COVID-19大流行對CCUS市場產生了重大影響,推遲了計劃進度,擾亂了供應鏈,並將企業和政府的優先事項從長期氣候變遷目標轉向了短期經濟復甦舉措,從而產生了影響。由於封鎖程序和裁員,許多正在進行和計劃中的 CCUS計劃不得不推遲。此外,經濟衰退還減少了投資 CCUS 技術的資金,因為公共和私營部門已將資金轉移到解決緊迫的健康問題上。
預計交通運輸業在預測期內將是最大的
交通運輸部門在 CCUS(碳捕獲、利用和儲存)市場中佔有最大佔有率。將捕獲的二氧化碳 (CO2) 從發電廠和工廠等排放運輸到儲存和利用設施是該領域的關鍵過程。此外,專屬式二氧化碳利用系統(CCUS)計劃的可行性和擴充性將提高自備二氧化碳利用系統(CCUS)計畫的可行性和可擴展性,以將捕獲的二氧化碳用於永久地下儲存場所以及提高採收率和製造等應用貴重產品的運輸取決於有效的運輸基礎設施。
燃燒後分離和回收產業預計在預測期內年複合成長率最高
在CCUS(碳捕獲、利用和儲存)市場中,燃燒後捕獲領域的年複合成長率通常最高。從發電廠和其他工業設施燃燒石化燃料時排放的廢氣中提取二氧化碳 (CO2) 的過程稱為燃燒後捕集。這種方法適應性強,特別有吸引力,因為它可以對當前的基礎設施進行改造,而無需進行重大改變。此外,燃燒後捕集技術利用溶劑和吸附劑選擇性地從煙氣中提取二氧化碳,因此是減少各種排放排放的有效手段。
CCUS(碳捕獲、利用和儲存)市場由北美主導,特別是美國和加拿大。這項優勢由多種因素促成,包括政府的大力支持、有利的法規環境、研發方面的大量投資以及成熟的能源基礎設施。此外,合適的地質儲存地點的激增,特別是在已建立石油和天然氣開採的地區,有助於 CCUS 計畫在整個北美的擴展。
CCUS(碳捕獲、利用和儲存)市場正以亞太地區最高的年複合成長率成長。推動這種快速成長的因素有很多,包括工業化程度的提高、能源需求的增加以及人們對應對氣候變遷的認知不斷增強。此外,政府監管、財政獎勵的加強以及與全球組織的合作正在推動許多產業(包括石化、製造和發電)CCUS計劃的創造力和實施。
According to Stratistics MRC, the Global Carbon Capture, Utilization & Storage Market is accounted for $4.61 billion in 2024 and is expected to reach $15.21 billion by 2030 growing at a CAGR of 22.0% during the forecast period. A group of technologies known as carbon capture, utilization, and storage (CCUS) are intended to lower carbon dioxide (CO2) emissions from energy production and industrial activities. It entails absorbing CO2 at the source of emissions, which could be factories or power plants, and either moving it to a storage facility or using it for other purposes. In order to prevent CO2 from entering the atmosphere, storage usually entails injecting it deeply underground into geological formations.
According to the Carbon Capture and Storage Association (CCSA), carbon capture, utilization, and storage (CCUS) is a vital solution for significantly reducing emissions from several critical sectors, including industry, heating, power, and transport. It is one of the few methods capable of removing CO2 from the atmosphere on an industrial scale(CCSA).
Mitigation of climate change
The CCUS market is largely driven by regulatory and policy support, as governments all over the world put policies like carbon pricing, tax credits, and subsidies in place to promote the use of these technologies. For example, the United States provides tax incentives for CO2 capture and storage under Section 45Q. Furthermore, global commitments to reduce greenhouse gas emissions have been set by agreements like the Paris Agreement, which makes CCUS a crucial tool for fulfilling these obligations.
High operating and capital expenses
High capital and operating costs pose a significant barrier to the deployment of CCUS technologies. It costs a lot of money to capture CO2, especially from diffuse and low-concentration sources. This is because sophisticated infrastructure and technology are needed. Without significant financial incentives or subsidies, many companies may find it financially difficult to adopt carbon capture, storage, transport, and compression due to the high cost of these processes. Moreover, the International Energy Agency (IEA) emphasizes that cost savings are necessary for CCUS technologies to be widely adopted.
Development and innovation in technology
The development of CCUS technology offers substantial potential for cost and efficiency savings. In order to increase capture rates and reduce operating costs, more research and development should be done in areas like solid sorbents, membranes, and advanced solvents for CO2 capture. The security and dependability of CO2 storage can be improved by advancements in monitoring and verification technologies. Additionally, investing in these technological developments can result in CCUS solutions that are more commercially feasible and scalable.
Threats from alternative technologies
A competitive threat to CCUS is the emergence of alternative low-carbon technologies like energy efficiency initiatives and renewable energy sources. The decreasing costs of solar, wind, and battery storage technologies make them increasingly appealing choices for mitigating carbon emissions. Furthermore, compared to CCUS, investments in energy efficiency upgrades can result in more rapid and affordable emission reductions. This competitive environment may cause CCUS projects to lose focus and funding.
The COVID-19 pandemic had a major effect on the CCUS market by delaying project schedules, upsetting supply chains, and reorienting corporate and governmental priorities away from long-term climate goals and toward short-term economic recovery initiatives. Numerous CCUS projects, both ongoing and planned, had to be delayed because of lockdown procedures and lower labour availability. Moreover, the recession also resulted in less money being available for investments in CCUS technologies since the public and private sectors diverted funds to deal with the pressing health issue.
The Transportation segment is expected to be the largest during the forecast period
The transportation segment holds the largest share in the carbon capture, utilization, and storage (CCUS) market. Transportation of captured carbon dioxide (CO2) from emission sources, like power plants or industrial plants, to storage locations or utilization facilities is the critical process covered in this segment. Additionally, the feasibility and expandability of Captive CO2 Utilization Systems (CCUS) projects depend on the effective transportation infrastructure that enables the transfer of captured CO2 to permanent subterranean storage locations or to facilities for its utilization in applications like enhanced oil recovery or manufacturing valuable products.
The Post-Combustion Capture segment is expected to have the highest CAGR during the forecast period
In the carbon capture, utilization, and storage (CCUS) market, the post-combustion capture segment typically has the highest CAGR. The process of extracting carbon dioxide (CO2) from flue gases released during the burning of fossil fuels in power plants or other industrial facilities is known as post-combustion capture. The adaptability of this approach makes it especially appealing because it can be retrofitted to current infrastructure without requiring major changes. Furthermore, post-combustion capture technologies are a useful tool for reducing emissions from a variety of sources because they selectively extract CO2 from exhaust gases using solvents or sorbents.
The market for carbon capture, utilization, and storage (CCUS) was dominated by North America, specifically by the US and Canada. Numerous factors contribute to this dominance, such as strong government backing, advantageous regulatory environments, large investments in R&D, and the existence of an established energy infrastructure. Moreover, the proliferation of appropriate geological storage locations, especially in areas with established oil and gas extraction activities, has contributed to the expansion of CCUS programs across North America.
The carbon capture, utilization, and storage (CCUS) market has been growing at the highest CAGR in Asia-Pacific. Numerous factors, such as growing industrialization, rising energy demand, and growing awareness of the need to address climate change, are driving this rapid growth. Additionally, encouraging government regulations, financial rewards, and partnerships with global institutions have promoted creativity and the implementation of CCUS projects in a number of sectors, such as petrochemicals, manufacturing, and power generation.
Key players in the market
Some of the key players in Carbon Capture, Utilization & Storage market include General Electric, Exxon Mobil Corporation, Halliburton Company, Mitsubishi Heavy Industries, Ltd., Aker Solutions, Schlumberger Limited, Fluor Corporation, Honeywell International Inc, Royal Dutch Shell PLC, Siemens AG, JGC Holdings, Equinor ASA, Integrated Carbon Sequestration Pty. Ltd, BASF SE and Linde Plc.
In February 2024, Mitsubishi Heavy Industries, Ltd. has concluded a Nissay Positive Impact Finance agreement with Nippon Life Insurance Company. MHI Group, in response to the growing need to address the global challenge of climate change, in 2020, identified five material issues, including Provide energy solutions to enable a carbon neutral world, as priority measures to contribute to solving societal issues and ensuring continued growth over the medium to long term.
In January 2024, Linde announced it has expanded its existing long-term agreement for the supply of industrial gases with Steel Authority of India Limited (SAIL), one of the largest steelmaking companies in India. Linde currently supplies oxygen, nitrogen and argon to SAIL's Rourkela steel plant in Odisha, eastern India, from two on-site air separation units (ASUs), which are operating at full capacity.
In October 2023, Exxon Mobil Corporation and Pioneer Natural Resources jointly announced a definitive agreement for ExxonMobil to acquire Pioneer. The merger is an all-stock transaction valued at $59.5 billion, or $253 per share, based on ExxonMobil's closing price on October 5, 2023. Under the terms of the agreement, Pioneer shareholders will receive 2.3234 shares of ExxonMobil for each Pioneer share at closing.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.