碳捕获化学品和材料的成长机会

短期内机会大、挑战大

鑑于排放不断增加的趋势，政府间气候变迁专门委员会（IPCC）在其2014年报告及后续报告中引入了碳捕获的概念。几乎所有预测情境都包括某种形式的碳捕获，强调了 2022 年碳捕获的必要性。

所有现有的 CCUS 技术都处于早期阶段，因此受到技术经济不确定性、高复杂性计划（例如涉及地质储存的计划）以及计划当前和潜在环境（包括回收、运输和隔离）的影响，面临着类似的挑战。其他挑战包括成本效益、碳定价机制在培育復苏市场方面的不确定有效性、需要公共和私人资金建设必要的基础设施、法律规范、社会许可、区域性这些包括需要仔细评估对碳排放的影响。社会。

CCUS产业存在高风险（尤其是对于新进业者而言），并且在未来几十年内有望获得巨大收益，但目前尚未制定任何计划。

基于广泛的研究和初步访谈，本研究旨在对考虑用于碳捕获基础设施的主要化学品和材料（胺、碳酸钾、活性碳和沸石）制定 2030 年的需求预测。我们也分析了使用不同化学製程的其他维修方法，例如 Selexol、Refisol 和金属有机框架。

目录

分析亮点

策略要务

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对碳捕获化学品和材料产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长环境

• 分析范围
• CCUS技术细分
• CCUS 价值炼与定义
• CCUS技术整体情况
• CCUS 的最佳溶剂和材料特性
• 碳捕获过程概述
• CCUS製程中的主要化学品
• 主要碳捕集化学品的优缺点
• 燃烧前/燃烧后、回收过程、主要材料
• 生长促进因子
• 成长抑制因素
• 依主要分离技术分類的年产能增加预测
• 预测主要 CCUS 化学品的先决条件
• 密钥采集技术先决条件
• 预测假设，摘要表
• 主要CCUS化学品价格分析
• 主要 CCUS 化学品市场的预测假设
• 收益/数量预测
• 按主要化学品分類的收益预测
• 着名材料/溶剂製造商
• 值得关注的基础设施提供商

成长机会宇宙

• 成长机会1—新材料研究
• 成长机会2－利用化学产业的独特地位
• 成长机会3-甲酸铝的开发

资讯来源

• 资讯来源
• 材料清单
• 免责声明

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