直接空气捕获(DAC)企业:Guidehouse Research Leaderboard

工程化和基于自然的二氧化碳去除 (CDR) 方法可以降低空气中二氧化碳的净浓度，因此在减缓全球气候变迁方面发挥关键作用。然而，该行业正处于关键的转折点，其特点是需求集中但有限，供应分散。

直接空气捕获 (DAC) 是一种工程化的 CDR 技术，通常使用固体吸附剂和液体溶剂直接从空气中提取二氧化碳。捕获的二氧化碳被释放，溶剂或吸附剂利用压力、温度或电化学势进行再生。每种 DAC 製程对能源、温度、水和土地利用的要求各不相同。

有些 DAC 公司具有全球视野，而有些则专注于北美或其他特定地区。有些公司成立已有十多年，而许多公司则相对较新。 Guidehouse 研究排行榜上的 23 家公司被公认为 DAC 领域的当前领导者。市场格局正在发生变化，2023 年排行榜上仅有 5 家公司仍名列 2025 年排行榜。

本报告研究了直接空气捕获 (DAC) 市场，并提供了 23 家公司的详细资讯。

目录

第1章 摘要整理

• 市场简介
• Guidehouse Research Leaderboard电网

第2章 市场概要

• 市场定义
• 计划的形势
• 推动市场要素
• 市场障碍
• 市场趋势
  • 政策支援
  • 美国的DAC集线器
  • 欧洲的ETS

第3章 Guidehouse Research Leaderboard

• Guidehouse Research Leaderboard范畴
  • 领导者
  • 竞争者
  • 课题者
  • 追随者
• Guidehouse Research Leaderboard电网

第4章 企业排行榜

• 领导者
  • Carbon Engineering
• 竞争者
  • Climeworks
  • Aircapture
  • Heirloom
  • CarbonCapture
  • DACMA
  • Spiritus
  • Soletair Power
  • Airhive
• 课题者
  • Skytree
  • Capture6
  • Avnos
  • Sustaera
  • Heimdal
  • 280 Earth
  • Phlair
  • Clairity
  • RepAir
  • Removr
  • 8 Rivers
  • Carbon Collect
• 追随者
  • GE Vernova
  • Origen Carbon

第5章 缩写和简称的清单

第6章 目录

第7章 图表

第8章 调查范围和调查手法

Engineered and nature-based carbon dioxide removal (CDR) methods play a key role in global climate change mitigation, as they can reduce net atmospheric CO2 levels. However, the industry is entering a critical transition phase, characterized by concentrated but limited demand, and fragmented supply.

Direct air capture (DAC) is an engineered CDR technology that extracts CO2 directly from the atmosphere, typically using solid sorbents or liquid solvents. The captured CO2 is then released, and the solvent or sorbent is regenerated using pressure or temperature swings, or electrochemical potential. Differing DAC processes vary in their energy, temperature, water, and land-use requirements.

Some DAC companies possess a global vision, while others remain focused on North America or another specific region. While a few were founded over a decade ago, many are relatively new. The 23 companies included in this Guidehouse Research Leaderboard are recognized as current leaders in the DAC space. Signifying a shifting market landscape, only five companies that featured in the 2023 edition remain in the 2025 Leaderboard.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 The Guidehouse Research Leaderboard Grid

2. Market Overview

• 2.1 Market Definition
• 2.2 Project Landscape
• 2.3 Market Drivers
• 2.4 Market Barriers
• 2.5 Market Trends
  • 2.5.1 Policy Support
  • 2.5.2 U.S. DAC Hubs
  • 2.5.3 European ETS

3. The Guidehouse Research Leaderboard

• 3.1 The Guidehouse Research Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Research Leaderboard Grid

4. Company Rankings

• 4.1 Leaders
  • 4.1.1 Carbon Engineering
• 4.2 Contenders
  • 4.2.1 Climeworks
  • 4.2.2 Aircapture
  • 4.2.3 Heirloom
  • 4.2.4 CarbonCapture
  • 4.2.5 DACMA
  • 4.2.6 Spiritus
  • 4.2.7 Soletair Power
  • 4.2.8 Airhive
• 4.3 Challengers
  • 4.3.1 Skytree
  • 4.3.2 Capture6
  • 4.3.3 Avnos
  • 4.3.4 Sustaera
  • 4.3.5 Heimdal
  • 4.3.6 280 Earth
  • 4.3.7 Phlair
  • 4.3.8 Clairity
  • 4.3.9 RepAir
  • 4.3.10 Removr
  • 4.3.11 8 Rivers
  • 4.3.12 Carbon Collect
• 4.4 Followers
  • 4.4.1 GE Vernova
  • 4.4.2 Origen Carbon

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

• 8.1 Scope of Study
• 8.2 Sources and Methodology
  • 8.2.1 Vendor Selection
  • 8.2.2 Ratings Scale
    • 8.2.2.1 Score Calculations
  • 8.2.3 Criteria Definitions
    • 8.2.3.1 Strategy
    • 8.2.3.2 Execution

List of Tables

• Table 3-1. The Guidehouse Research Leaderboard Overall Scores

List of Figures

• Chart 1-1. The Guidehouse Research Leaderboard Grid: DAC Companies
• Chart 2-1. Active vs. Passive DAC Cumulative Capture Capacities by Project Stage
• Chart 3-1. The Guidehouse Research Leaderboard Grid: DAC Companies
• Chart 4-1. Carbon Engineering Strategy and Execution Scores
• Chart 4-2. Climeworks Strategy and Execution Scores
• Chart 4-3. Aircapture Strategy and Execution Scores
• Chart 4-4. Heirloom Strategy and Execution Scores
• Chart 4-5. CarbonCapture Strategy and Execution Scores
• Chart 4-6. DACMA Strategy and Execution Scores
• Chart 4-7. Spiritus Strategy and Execution Scores
• Chart 4-8. Soletair Power Strategy and Execution Scores
• Chart 4-9. Airhive Strategy and Execution Scores
• Chart 4-10. Skytree Strategy and Execution Scores
• Chart 4-11. Capture6 Strategy and Execution Scores
• Chart 4-12. Avnos Strategy and Execution Scores
• Chart 4-13. Sustaera Strategy and Execution Scores
• Chart 4-14. Heimdal Strategy and Execution Scores
• Chart 4-15. 280 Earth Strategy and Execution Scores
• Chart 4-16. Phlair Strategy and Execution Scores
• Chart 4-17. Clairity Strategy and Execution Scores
• Chart 4-18. RepAir Strategy and Execution Scores
• Chart 4-19. Removr Strategy and Execution Scores
• Chart 4-20. 8 Rivers Strategy and Execution Scores
• Chart 4-21. Carbon Collect Strategy and Execution Scores
• Chart 4-22. GE Vernova Strategy and Execution Scores
• Chart 4-23. Origen Carbon Strategy and Execution Scores