CCUS 石油和天然气产业策略

目前专案储备量从 2021 年到 2030 年的复合年增长率为 34%。这反映出大多数新兴市场的CCUS（碳捕获、利用和储存）成长率趋于稳定，略低于前几年。石油和天然气行业继续成为 CCUS 市场的主要驱动力，埃克森美孚、雪佛龙和卡达能源等公司位列 CCUS 产能的主要所有者之列。

随着更多石油和天然气公司在 2020 年底开发项目，石油和天然气在 CCUS 市场的存在预计将继续。由于这些项目，预计 2030 年 Equinor 将在 CCUS 总容量方面领先，其次是 Eni。

石油和天然气领域出现了许多 CCUS 策略，大型石油和天然气公司经常投资结合捕获和储存的专案。儘管单一所有权的比例仍然很高，但对于大型捕获项目，存在着透过联合体来分担风险的趋势。总体而言，石油和天然气行业正在将自己定位为整个 CCUS 价值链（包括捕获和分离、碳管道和碳储存设施）的所有者和营运商。

目前，2030 年预计产能的 32% 正在筹备中，儘管这一数字明显低于低碳氢化合物等其他新兴能源技术的统计数据。按开发阶段对产能进行进一步细分錶明，未来 CCUS 产能的很大一部分正在进入后期开发阶段，这些阶段项目完成的可能性更大。

低碳氢和 CCUS 等新兴技术有望为长期减少排放做出贡献，因为它们有助于避免难以脱碳的产业的排放。预计从现在到 2030 年，燃烧后技术将发生重大转变，到 2030 年底，捕获技术将占到运行容量的 62%。这主要是由于发电和重工业设施中采用率的提高。美国现有的产能基础，加上处于可行性阶段及以后的大量项目，预计将提升北美地区的整体产能，并保持其在全球碳捕获市场的领导地位。

本报告调查了石油和天然气行业在 CCUS 市场中的策略，并总结了 CCUS 的概况、课题、市场趋势、未来前景和技术变化。

目录

• CCUS 在减缓气候变迁中的作用
• 透过能源转换技术减少排放
• 针对难以减少排放的产业使用 CCUS
• 石油和天然气的 CCUS 策略
• CCUS 技术的类型
• CCUS 价值链与石油与天然气重点领域
• CCUS 在石油和天然气领域的战略价值
• CCUS 的课题与机遇
• CCUS 市场的主要趋势
• CCUS 容量展望
• CCUS 市场的技术变化
• 各地区捕捞与储存能力
• 全行业采用 CCUS
• 石油和天然气在 CCUS 中的作用
• CCUS 产能的现有和未来主要所有者
• CCUS 容量的主要供应商
• 2030 年按容量计算的最大捕获和封存项目
• 石油和天然气在碳管道中的作用
• 专注于 CCUS 的石油和天然气 EPC
• 石油和天然气的 CCUS 市场讯号
• 使用替代资料集评估石油和天然气公司的活动
• 石油和天然气 CCUS 交易活动
• 公司文件分析
• CCUS 采用趋势分析

Project announcements continue to bolster the CCUS capacity outlook, with the current project pipeline resulting in a CAGR of 34% between 2021 and 2030. This represents a slightly reduced growth rate to previous years, reflecting the stabilization of growth rates in CCUS' most developed markets. The oil and gas industry continues to be a major driver of the CCUS market, with companies such as ExxonMobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity.

The oil and gas industry continues to be a major driver of the CCUS market, with companies such as Exxon Mobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity. The presence of oil and gas within the CCUS market is expected to continue as more oil and gas companies develop projects towards the end of the decade. As a result of these projects, Equinor is expected to lead combined CCUS capacity in 2030 followed by Eni.

A number of strategies for CCUS are emerging within the oil and gas sector, with the biggest oil and gas companies often investing in a combination of capture and storage projects. In addition, although there is still a high prevalence of sole ownership, there is a trend of risk sharing through the use of consortiums for large-scale capture projects. Overall, the oil and gas sector is establishing itself as both an owner and operator across the CCUS value chain, including capture, carbon pipelines, and carbon storage facilities.

Key Highlights

• Although 32% of 2030's projected capacity is currently in the feasibility stage, this is distinctly lower than the same statistic for other emerging energy technologies such as low-carbon hydrogen. A further breakdown of capacity by development stage indicates a significant proportion of upcoming CCUS capacity migrating into later stages of development, with an increased likelihood of project completion.
• More emerging technologies such as low-carbon hydrogen and CCUS are expected to contribute emission reduction in the longer term, reflecting their role in averting emissions from otherwise difficult to decarbonize sectors.
• A major shift towards post-combustion techniques is expected between now and 2030, with this capture technology dominating 62% of active capacity by the end of the decade. This will largely come as a result of increased adoption across power generation and heavy industry facilities.
• The United States' existing base of active capacity combined with its strong pipeline of post-feasibility stage projects will propel the overall capacity of the North America region, allowing it to retain its leadership of the global carbon capture market.

Scope

• The role of CCUS in mitigating climate change
• CCUS technology briefing
• CCUS challenges and opportunities for oil and gas
• Global CCUS Outlook
• Leading regions and countries for CCUS capacity
• Largest capture and storage projects globally
• Leading companies by capture capacity in 2023
• Leading companies by capture capacity in 2030
• Leading operators of CCUS projects
• Oil and gas EPCs focussing on CCUS within their strategies
• Major oil and gas sector deals related to CCUS

Reasons to Buy

• Identify market trends within the oil and gas sector, including the analysis of the strategies that the biggest industry players are implementing to enter the CCUS market.
• Understand the key oil and gas players that are investing in CCUS.
• Develop market insight of the major technologies and pathways that are being employed within the CCUS market.
• Stay up to date with the latest deals related to CCUS in the oil and gas sector

Table of Contents

Table of Contents

• The role of CCUS in mitigating climate change
• Emission reduction from energy transition technologies
• CCUS for hard to abate industries
• The oil and gas CCUS strategy
• CCUS technology types
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS for oil and gas
• Challenges and opportunities of CCUS
• CCUS market key trends
• The CCUS capacity outlook
• Technological shifts in the CCUS market
• Capture and storage capacity by geography
• CCUS adoption across industries
• The role of oil and gas in CCUS
• Current and future leading owners of CCUS capacity
• Leading operators of CCUS capacity
• Largest capture and storage projects by 2030 capacity
• The role of oil and gas in carbon pipelines
• Oil and gas EPCs focussing on CCUS
• CCUS market signals in oil and gas
• Assessing oil and gas company activity using alternative datasets
• Oil and gas CCUS deal activity
• Company filings analysis
• CCUS hiring trends analysis

List of Tables

• Challenges and opportunities of CCUS for oil and gas
• The biggest upcoming carbon capture projects
• Emerging carbon capture, transport, and storage ecosystems.
• Oil and gas EPCS concentrating on CCUS
• Oil and gas sector deals related to CCUS
• Filing extracts with mentions of CCUS from energy players

List of Figures

• CO2 emissions reductions in the energy sector in the sustainable development scenario relative to the stated policies scenario
• Contribution of CCUS to emission reduction by sector in the sustainable development scenario, 2030 - 2070
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS in the face of industry challenges
• CCUS capacity outlook
• Breakdown of CCUS capacity in 2023 by capture type
• Breakdown of CCUS capacity in 2030 by capture type
• Breakdown of capture capacity by stage and region
• Top 10 countries by capture capacity based on active and announced projects
• Breakdown of storage capacity by project stage and region
• Top 10 countries by carbon storage capacity based on active and announced projects
• Breakdown of active and upcoming capture capacity by facility industry
• Leading owners of 2023 CCUS capacity
• Leading owners of 2030 CCUS capacity
• Leading operators of CCUS capacity in 2030
• Map of carbon storage project intensity
• A snapshot of CCUS deal activity in the oil and gas sector
• Leading companies by mentions of CCUS in corporate filings, January 2022 - December 2024
• Distribution of posted jobs related to CCUS in the oil and gas sector, Jan 2022 - November 2024
• Leading companies by job postings related to CCUS, Jan 2022 - December 2024