石油和天然气产业的碳捕获、利用和封存 (CCUS) 策略

概括

预计到 2030 年，全球 CCUS 处理能力将达到 5.06 亿吨/年，复合年增长率为 38%。然而，儘管有这种成长，CCUS 技术的扩张速度还不够快。

CCUS 为石油和天然气产业带来了重大机遇，有可能减少持续排放，帮助平衡能源安全和脱碳，并消除大气中的二氧化碳。

预计2030年石油和天然气公司将继续主导产业吞吐量排名，Exxon Mobil取代Occidental Petroleum成为市场领导者，预计10年后吞吐量将达到3,120万吨/年。

随着各国减少对化石燃料的依赖，利用 CCUS 技术套件（特别是直接空气捕获技术）建立处理能力的石油和天然气公司将处于最佳位置。

主要亮点

从 2030 年到 2070 年，CCUS 的二氧化碳减量预计将从 0.6Gt 增加到 6.89Gt，复合年增长率为 6.3%。

预计活跃计画数量将从 2023 年的 66 个增加到本十年末的 285 个。

从现在到 2030 年，预计燃烧后捕集能力将发生重大转变，预计 10 年内这种技术类型将占当前能力的 65%。石油和天然气公司应考虑增加该领域的加工能力，以促进许多点源产业的脱碳。

由于高昂的资本成本成为进入壁垒，排名前 10 名的公司占据了目前所有 CCUS 产能的 75% 以上。因此，石油和天然气产业占 CCUS 目前产能的大部分。

本报告研究和分析了全球 CCUS 市场，提供了有关石油和天然气行业的重点领域、按回收技术和公司划分的当前处理能力以及管道处理能力的资讯。

目录

• 透过 CCUS 减少排放
• 石油和天然气 CCUS 战略
• CCUS 技术的类型
• CCUS 价值炼和 OG 重点领域
• 面对工业挑战CCUS的战略价值
• CCUS市场前景
• CCUS计画展望
• CCUS 市场的技术变化
• 国家排名、主要政策动态
• 油气CCUS处理能力
• 目前 CCUS 处理能力处于领先地位
• 10 年来 CCUS 领导者
• 到 2030 年处理能力最大的收集项目
• 到 2030 年容量最大的储存项目
• 石油和天然气领域的 CCUS 市场讯号
• 交易活动
• 就业趋势
• 企业应用趋势

Abstract

This report provides an overview of the oil and gas sector's engagement with CCUS technology. It indicates the emission reduction potential of CCUS, focus areas for the oil and gas sector within the CCUS market, and active and pipeline capacity by capture technology and company.

A steep reduction in emissions is required over the next decade to keep the 1.5 degree warming scenario alive. Carbon capture, utilization, and storage (CCUS) is one of the few technologies that can avert existing emissions and remove carbon dioxide that has accumulated in the atmosphere.

Global CCUS capacity is expected to reach 506 mtpa by 2030, which represents a CAGR of 38% between then and now. However, despite this growth, CCUS technology is not scaling quick enough.

CCUS represents an important opportunity for the oil and gas industry, allowing ongoing emissions to be mitigated, helping the sector to balance energy security with decarbonization, as well as having the potential to remove carbon dioxide from the atmosphere.

Oil and gas players will continue to dominate company capacity rankings in 2030, but Exxon Mobil will replace Occidental Petroleum as the market leader, reaching a capacity 31.2 mtpa by the end of the decade.

Oil and gas players that build their capability across the full suite of CCUS technologies, especially direct air capture, will be in the strongest position as countries continue to decrease their reliance on fossil fuels.

Key Highlights

CCUS represents an important opportunity for the oil and gas industry, allowing ongoing emissions to be mitigated, helping the sector to balance energy security with decarbonization, as well as having the potential to remove carbon dioxide from the atmosphere.

Oil and gas players that build their capability across the full suite of CCUS technologies, especially direct air capture, will be in the strongest position as countries continue to decrease their reliance on fossil fuels.

Between 2030 and 2070, CO2 reductions from CCUS are expected to increase from 0.6Gt to 6.89 Gt, representing a CAGR of 6.3%.

The number of active projects is expected to rise from 66 in 2023 to 285 by the end of the decade.

A major shift towards post-combustion capacity is expected between now and 2030, with this technology type dominating 65% of active capacity by the end of the decade. Oil and gas players should consider increasing their capability in this area in order to capitalize on the wider decarbonization of a number of industries that represent point sources of emissions.

High capital costs have created a barrier to entry, resulting in the top 10 companies accounting for over 75% of total active CCUS capacity. As a result, the oil and gas sector currently accounts for the majority of active CCUS capacity.

Scope

• CCUS emission reduction potential
• CCUS technology briefing and value chain
• Total CCUS capacity over time
• Breakdown of CCUS capacity by capture technology in 2023 and forecasted in 2030.
• CCUS capacity by country and key policy developments
• CCUS capacity by company in 2023 and 2030
• Top 10 CCUS projects in 2030 by capacity
• Locations of the world's largest CO2 storage sites in 2030.
• CCUS deal activity within oil and gas
• CCUS hiring trends in oil and gas
• CCUS within oil and gas company filings

Reasons to Buy

• Understand the key trends and challenges within the CCUS market
• Identify the key countries and players for CCUS capture and storage capability.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand how the oil and gas sector is engaging with this technology through upcoming capacity as well as alternative datasets such as deals, hiring and company filings trends.

Table of Contents

Table of Contents

• Emission reduction through CCUS
• The Oil and Gas CCUS strategy
• CCUS technology types
• The CCUS value chain and OG's focus areas
• The strategic value of CCUS in the face of industry challenges
• CCUS market outlook
• The CCUS project outlook
• Technological shift in the CCUS market
• Country ranking and key policy developments
• Oil and Gas CCUS capacity
• Current leaders in CCUS capacity
• Leaders in CCUS at the end of the decade
• Largest capture projects by 2030 capacity
• Largest storage projects by 2030 capacity
• CCUS market signals in oil and gas
• Deal activity
• Hiring trends
• Corporate filing trends

List of Tables

List of Tables

• The largest carbon capture projects by their 2030 capacity

List of Figures

List of Figures

• Global CO2 pathways according to IPCC AR6 remaining carbon budget
• CO2 emissions reductions in the energy sector in the sustainable development scenario relative to the stated policies scenario
• CCUS capacity and project count, 2020 - 2030

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