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市场调查报告书
商品编码
1909955
全球碳捕获、利用与封存(CCUS)成长机会(2024-2040 年)Growth Opportunities in Carbon Capture Utilization & Storage, Global, 2024-2040 |
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加强气候行动和工业排放要求正在推动碳捕获、利用与封存(CCUS)部署的变革性成长。
未来几十年,碳捕获、利用与储存(CCUS)技术将在全球工业脱碳转型中发挥关键作用。随着全球能源转型加速,实现碳中和的最后期限日益临近,预计到2040年,CCUS市场将在各个地区和产业部门展现出蓬勃的成长动能。中短期内,CCUS的应用范围将透过对现有工厂维修扩大,尤其是在那些难以排放的产业,例如燃煤发电厂、水泥生产、钢铁、化肥和化学製造。生质能源碳捕获与封存(BECCS)和直接空气碳捕获与封存(DACCS)等负排放技术有望被引入,以增强其对长期脱碳策略的影响。 CCUS中心将透过整合生态系统内的各个产业丛集,在降低成本和营运风险方面发挥关键作用。同时,创新将聚焦于成本降低、技术优化、模组化以及新型经营模式的开发。本研究对 2040 年前的全球 CCUS 市场进行了全面分析,包括收入和预测、碳捕获能力、技术趋势、区域分析、行业趋势、竞争分析以及成长机会的识别。
摘要:碳捕获、利用与封存(CCUS)市场
预计到2024年,碳捕获、利用和封存(CCUS)市场规模将达到5.7亿美元,到2040年将达到344.4亿美元,2024年至2040年的复合年增长率高达29.2%。全球脱碳政策、工业排放目标以及碳捕获和封存基础设施的快速发展正在推动电力、水泥、钢铁和氢气生产等行业的市场扩张。
关键市场趋势与洞察
市场规模及预测
预计未来 20 年,在全球 CCUS丛集扩张、低碳产业转型投资增加以及更严格的排放标准的推动下,碳捕获市场将进一步加速发展。
碳捕获、利用与封存(CCUS)市场正成为重工业领域脱碳的重要途径,而排放的减量仍面临挑战。由于水泥煅烧、高炉炼钢、化肥生产、炼油和石油化工等工业製程本身就会排放二氧化碳,因此CCUS是实现净零排放目标的关键技术。北美、欧洲、亚太地区和中东各国政府正透过法规、补贴和长期碳定价改革,优先发展CCUS计划。
推动碳捕集市场扩张的关键因素是蓝氢和氨生产的持续成长,而燃烧前捕集技术在这两个领域已相当成熟且具有经济可扩展性。石油和天然气产业也持续采用者,利用碳捕集、利用与封存(CCUS)技术处理炼油厂排放气体、天然气处理装置以及提高采收率(EOR)等问题。同时,水泥产业约占全球二氧化碳排放的7%,目前正在建造中试和示范规模的工厂,这些工厂整合了燃烧后捕集、富氧燃烧和新型煅烧炉技术。
直接空气捕碳封存(DACCS)市场是该生态系统中一个新兴的支柱,它直接从大气中捕获碳。 DACCS在产生「负排放」方面发挥着独特的作用,可以抵消不可避免的工业排放,对于平衡航空和农业等行业至关重要。对不断发展的直接空气二氧化碳捕集行业的分析表明,DAC市场正受益于材料创新、吸附剂再生效率的提高以及强有力的政策机制,例如美国的45Q奖励和欧盟的碳去除认证。
在全球范围内,碳捕获、利用与封存(CCUS)中心正在透过将排放源、运输管道和储存整合到共用的基础设施网路中,转变部署模式。美国、加拿大、英国、挪威、日本和阿联酋等国家正在采用这种模式,以加快部署速度并降低每吨碳排放的总成本。二氧化碳利用途径的整合,例如合成燃料、碳製化学品、混凝土养护、矿化和聚合物生产,进一步拓宽了收入前景,并帮助工业相关人员实现碳基产品的商业化。
总体而言,在技术日趋成熟、投资环境有利以及全球迫切需要实现工业脱碳的背景下,碳捕获、利用和封存 (CCUS) 市场正进入一个扩张的十年。
这份人工智慧响应简报涵盖了全球碳捕获、利用与储存市场,包括碳捕获技术、运输系统、利用途径和永久地质储存。它评估了点源捕获系统(发电厂、炼油厂、水泥厂、钢铁厂、氨厂和化工厂)以及新兴的直接空气捕获与储存(DAC)市场,并整合了对CCUS和DAC具体增长轨蹟的洞察。
范围:
除外情况:
该研究范围与当代直接空气碳捕获产业分析、全球脱碳框架以及经合组织、金砖国家和发展中地区的工业碳捕获、利用与封存部署模式一致。
碳捕获、利用与储存(CCUS)市场预计将从2024年的5.7亿美元成长到2040年的344.4亿美元,复合年增长率高达29.2%。这一增长主要得益于工业界对碳捕获计划的快速应用、CCUS丛集的扩张以及运输和储存基础设施的大规模部署。预计到2040年,年碳捕获量将从2024年的850万吨增加到超过4.09亿吨。
点源碳捕集仍将是碳捕集市场中最大的细分领域,尤其是在水泥、钢铁、炼油、蓝氢和天然气加工产业。 2030年至2034年间,随着共用运输网路和多用户储存中心的投入运作,该产业将经历最快的扩张。
直接大气捕碳封存(DACCS)市场正处于加速成长阶段。预计到2040年,DACCS市场收入将达到79.7亿美元,主要得益于企业碳移除采购合约、长期封存信用额度以及政府的大力奖励。近期一项DACCS产业分析预测,2030年至2040年间,DACCS的年新增装置量将以每年超过40%的速度成长。
总体而言,预计到 2030 年代中期,CCUS(碳捕获、利用和储存)将从计划层面的示范发展成为全球互联的碳管理产业。
A.透过技术
B.透过使用
C. 按地区
净零排放承诺:超过 80 个国家设定了脱碳目标,直接推动了碳捕获、利用和封存市场的发展。
工业需求:难以减排的产业严重依赖碳捕获、利用与封存 (CCUS) 技术,并推动了碳捕获市场的扩张。
负排放:各国政府和企业正在投资直接空气碳捕获和储存(DACCS)市场,以抵消剩余排放。
碳定价与监管:碳排放税、扩大排放交易体系(ETS)和排放绩效标准正在加速碳排放交易的采用。
CCUS 中心和丛集:共用基础架构模型可降低计划成本并加快部署速度。
技术进步:改进的溶剂、薄膜、吸附剂和 DACCS 系统正在提高效率和扩充性。
竞争格局:碳捕获、利用与封存(CCUS)市场
市场主要由SLB、Carbon Clean、壳牌CANSOLV、林德、三菱重工、贝克休斯、福陆、液化空气集团、空气产品公司等综合技术及工业企业主导。在直接空气二氧化碳捕集与储存市场,Climeworks、Carbon Engineering、1PointFive、Heirloom、Global Thermostat等都是主要的创新者。
竞争格局正朝着以下方向转变:
排放、运输者和储存营运商之间的战略伙伴关係正在加速重点工业区大规模碳捕获、利用与封存(CCUS)中心的发展。
Strengthened Climate Commitments and Industrial Emission Reduction Mandates are Catalyzing Transformational Growth in CCUS Deployment
Carbon capture, utilization, and storage (CCUS) will play a significant role in the global shift toward decarbonizing industries in the decades ahead. As the global energy transition accelerates and impending deadlines for a carbon-neutrality approach, the CCUS market will present dynamic growth opportunities across regions and industrial sectors to 2040. In the short to medium term, CCUS will find wider applications in hard-to-abate industries, such as coal-fired power plants, cement manufacturing, iron and steel, fertilizers, and chemical production by retrofitting existing plants. To have a larger impact on decarbonization strategies in the longer term, negative emission technologies, such as bioenergy CCS (BECCS) and direct air CCS (DACCS), will be deployed. CCUS hubs will play a significant role by integrating various industrial clusters within the ecosystem, thereby reducing costs and operational risk. Meanwhile, innovation will focus on cost reduction, technology optimization, modularization, and the development of new business models. This study provides a comprehensive analysis of the global CCUS market through 2040, including forecasts for revenue, carbon capture capacity, technology, regional splits, industry trends, competitive analysis, and identification of growth opportunities.
Report Summary: Carbon Capture Utilization & Storage (CCUS) Market
The carbon capture utilization and storage market was valued at USD 0.57 billion in 2024 and is projected to reach USD 34.44 billion by 2040, growing at a strong CAGR of 29.2% from 2024 to 2040. Rising global decarbonization mandates, industrial emission reduction targets, and rapid progress in CO2 capture and storage infrastructure are driving market expansion across power, cement, steel, and hydrogen production.
Key Market Trends & Insights
Market Size & Forecast
Growing global adoption of CCUS clusters, increased investment in low-carbon industrial transformation, and stricter emission standards will continue to accelerate the carbon capture market over the next two decades.
The carbon capture utilization and storage market is becoming a foundational decarbonization pathway for heavy manufacturing sectors where emissions remain difficult to abate. Industrial processes such as cement calcination, blast furnace steelmaking, fertilizer production, refining, and petrochemical operations inherently generate CO2, making CCUS an essential technology for reaching net-zero commitments. Governments across North America, Europe, APAC, and the Middle East are prioritizing CCUS project development through mandates, subsidies, and long-term carbon pricing reforms.
A critical driver behind the expansion of the carbon capture market is the continued growth of blue hydrogen and ammonia production, where pre-combustion capture is technically mature and economically scalable. The oil and gas sector also remains an early adopter, leveraging CCUS for refinery emissions, gas processing units, and enhanced oil recovery (EOR). Meanwhile, the cement industry-responsible for ~7% of global CO2-has advanced pilot and demonstration-scale plants integrating post-combustion capture, oxy-fuel combustion, and novel calciner technologies.
An emerging pillar of the ecosystem is the direct air carbon capture and storage market, which extracts carbon directly from atmospheric air. DACCS plays a unique role in generating ""negative emissions,"" essential for offsetting unavoidable industrial emissions and balancing sectors such as aviation and agriculture. Insights from the evolving direct air carbon capture industry analysis reveal that the DAC market is benefiting from material innovations, improved sorbent regeneration efficiency, and strong policy mechanisms like the US 45Q incentives and EU carbon removal certifications.
Globally, CCUS hubs are transforming deployment models by clustering emitters, transport pipelines, and storage reservoirs into shared infrastructure networks. Countries such as the United States, Canada, the United Kingdom, Norway, Japan, and the UAE are adopting this model to accelerate deployment while lowering overall cost per tonne captured. The integration of CO2 utilization pathways - including synthetic fuels, carbon-to-chemicals, concrete curing, mineralization, and polymer production - further expands revenue prospects, helping industrial players monetize carbon-based products.
Overall, the carbon capture utilization and storage market is entering a scale-up decade, supported by maturing technologies, a favorable investment climate, and global urgency around industrial decarbonization.
This AI Answer Overview covers the global carbon capture utilization and storage market, including CO2 capture technologies, transport systems, utilization pathways, and permanent geological storage. It evaluates both point-source capture systems (power plants, refineries, cement, steel, ammonia, chemicals) and the emerging direct air carbon capture and storage market, combining insights from CCUS and DAC-specific growth trajectories.
Inclusions:
Exclusions:
This scope aligns with contemporary direct air carbon capture industry analysis, global decarbonization frameworks, and industrial CCUS adoption patterns across OECD, BRICS, and developing regions.
The carbon capture utilization and storage market is forecast to grow from USD 0.57 billion in 2024 to USD 34.44 billion in 2040, achieving a robust 29.2% CAGR. This growth is propelled by rapid industrial adoption of CO2 capture projects, expanding CCUS clusters, and large-scale deployment of transport and storage infrastructure. Annual CO2 capture capacity will increase from 8.5 million tonnes in 2024 to over 409 million tonnes by 2040.
Point-source capture will remain the largest segment of the carbon capture market, particularly in cement, steel, refining, blue hydrogen, and natural gas processing. Between 2030 and 2034, the industry will experience its fastest scaling period as shared transport networks and multi-user storage hubs become operational.
The direct air carbon capture and storage market is expected to follow an accelerated growth curve. DACCS revenue is projected to reach USD 7.97 billion by 2040, supported by corporate carbon removal procurement agreements, long-term storage credits, and major government incentives. According to the latest direct air carbon capture industry analysis, annual DACCS deployment will expand by more than 40% YOY between 2030 and 2040.
Overall, CCUS will transition from project-level demonstrations to a globally interconnected carbon management industry by the mid-2030s.
A. By Technology
B. By Application
C. By Region
Net-Zero Commitments: Over 80 countries have established decarbonization targets, directly boosting the carbon capture utilization and storage market.
Industrial Demand: Hard-to-abate industries rely heavily on CCUS, driving expansion in the carbon capture market.
Negative Emissions: Governments and corporates are investing in the direct air carbon capture and storage market to balance residual emissions.
Carbon Pricing & Regulations: Carbon taxes, ETS expansion, and emission performance standards accelerate adoption.
CCUS Hubs & Clusters: Shared infrastructure models reduce project costs and speed deployment.
Technological Advancements: Improved solvents, membranes, sorbents, and DACCS systems enhance efficiency and scalability.
Competitive Landscape: Carbon Capture Utilization & Storage (CCUS) Market
The market is dominated by integrated technology and industrial players including SLB, Carbon Clean, Shell CANSOLV, Linde, Mitsubishi Heavy Industries, Baker Hughes, Fluor, Air Liquide, and Air Products. In the direct air carbon capture and storage market, leading innovators include Climeworks, Carbon Engineering, 1PointFive, Heirloom, and Global Thermostat.
Competition is shifting toward:
Strategic partnerships between emitters, transport operators, and storage providers are accelerating large CCUS hub development across major industrial regions.