生物能源与碳捕获与封存技术

生物能源与碳捕获和封存 (BECCS) 正成为全球实现净负排放和应对气候变迁的核心技术。随着气候政策的演变、企业净零排放目标的强化以及自愿碳市场的不断发展，BECCS 因其永久封存生物质二氧化碳的能力而脱颖而出。市场格局正受到以下因素的影响：对可靠、可持续碳信用日益增长的需求、欧美监管框架的演变以及可持续生物质供应链的建立。这些趋势为寻求可靠脱碳路径的专案开发商、技术提供者、投资者和政策制定者创造了新的机会。

Guidehouse Research 从全面的全球视角分析了 BECCS 市场，重点关注发电、热电联产、生物炼製以及特定工业领域的发展趋势。本报告详细评估了市场驱动因素和限制因素、政策和监管趋势以及 BECCS 碳移除信用额不断发展的价值链。该预测涵盖了2025年至2035年各地区和主要碳捕集行业的年度和累计BECCS装机容量增长及收入，尤其关注政策支持和基础设施最为完善的北美和欧洲。该分析基于专有的专案追踪、行业访谈以及一手和二手研究，从而提供严谨透明的展望。

Guidehouse Research预计，随着买家越来越重视永久性碳移除，BECCS的价格将高于其他形式的碳信用额。虽然短期市场成长预计将集中在欧洲和北美，但产业和地区的多元化程度正在提高。一项关键发现是，BECCS目前约占全球永久性碳移除交易金额的三分之二。该报告为利害关係人提供了克服市场障碍（例如价格不确定性、缺乏标准化和基础设施限制）的实用建议，同时强调了稳健的专案完整性和透明的市场实践对于BECCS长期可扩展性的重要性。

目录

第一章：摘要整理

• 概述
• 市场预测

第二章：市场问题

• 引言
• 生物能源碳捕集与封存（BECCS）产业
• 驱动因素
  • 价值链管理（VCM）
  • 政策与监理发展
  • 预先市场购买及承购协议
• 限制因素
  • 强制合规市场
  • 缺乏标准化
  • 价格不确定性
  • 生命週期评估（LCA）的限制和可持续性标准
  • 碳捕集与封存（CCS）基础建设问题

第三章 产业价值链：BECCS价值路径

• VCM 市场流程
  • 认证体系
  • 认可的独立机构
  • 专案开发商
  • CDR 承购方

第四章：市场预测

• 研究方法
• 全球预测
• 区域预测
• 北美
• 欧洲
• 亚太地区
• 拉丁美洲
• 各区域累计收入

  第五章：结论与建议

  • 三大要点
  • 建议
  • BECCS 开发商
  • 政策制定者和监管机构
  • 私人投资者
  • VCM 认证方案

第六章 缩写与简称列表

第七章：目录

第八章：图表

第九章：范​​围、来源、方法与註释

Bioenergy with Carbon Capture and Storage (BECCS) is emerging as a pivotal technology in the global effort to achieve net-negative emissions and address climate change. As climate policy advances, corporate net zero commitments intensify, and voluntary carbon markets evolve, BECCS stands out for its ability to permanently sequester biogenic CO2. The market is being shaped by growing demand for high-integrity, durable carbon credits, evolving regulatory frameworks in the Europe and the U.S., and the development of sustainable biomass supply chains. These trends are creating new opportunities for project developers, technology providers, investors, and policymakers seeking credible pathways to decarbonization.

Guidehouse Research approaches the BECCS market with a comprehensive, global perspective, analyzing developments across power generation, combined heat and power, biorefineries, and select industrial sectors. The report provides a detailed assessment of market drivers and barriers, policy and regulatory developments, and the evolving value chain for BECCS-generated carbon removal credits. Forecasts cover annual and cumulative BECCS capacity additions and revenue by region and primary capture sector from 2025 to 2035, with a focus on North America and Europe, where policy support and infrastructure are most advanced. The analysis draws on proprietary project tracking, industry interviews, and secondary research to deliver a rigorous and transparent outlook.

Guidehouse Research expects BECCS to command a price premium over other forms of carbon credits as buyers increasingly prioritize permanent removals. Near-term market growth will be concentrated in Europe and North America, but sectoral and regional diversity is emerging. One high-level finding: BECCS currently accounts for about two-thirds of all durable carbon removal credits sold globally. For stakeholders, the report offers actionable recommendations to navigate market barriers such as pricing opacity, lack of standardization, and infrastructure constraints, and highlights the importance of robust project integrity and transparent market practices for the long-term scalability of BECCS.

Table of Contents

1. Executive Summary

• 1.1 Overview
• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 BECCS Industries
• 2.3 Drivers
  • 2.3.1 VCM
  • 2.3.2 Policy and Regulatory Developments
    • 2.3.2.1 EU
    • 2.3.2.1.1 CRCF
    • 2.3.2.1.2 EU Emissions Trading System
    • 2.3.2.1.3 RED
    • 2.3.2.1.4 EU Purchasing Program
    • 2.3.2.1.5 European National Schemes
    • 2.3.2.2 U.S.
  • 2.3.3 Advanced Market Purchases and Offtake Agreements
• 2.4 Barriers
  • 2.4.1 Mandatory Compliance Markets
  • 2.4.2 Lack of Standardization
  • 2.4.3 Pricing Opacity
  • 2.4.4 LCA Restrictions and Sustainability Criteria
  • 2.4.5 CCS Infrastructure Issues

3. Industry Value Chain: BECCS Valorization Pathways

• 3.1 VCM Market Process
  • 3.1.1 Certification Schemes
  • 3.1.2 Accredited Independent Party
  • 3.1.3 Project Developer
  • 3.1.4 CDR Offtakers

4. Market Forecasts

• 4.1 Methodology
• 4.2 Global Forecasts
• 4.3 Regional Forecasts
  • 4.3.1 North America
  • 4.3.2 Europe
  • 4.3.3 Asia-Pacific
  • 4.3.4 Latin America
• 4.4 Cumulative Revenue by Region

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 BECCS Developers
  • 5.2.2 Policy Makers and Regulators
  • 5.2.3 Private Sector Investors
  • 5.2.4 VCM Certification Schemes

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Notes

List of Tables

• Table 2-1 Classification of Common BiCRs Pathways
• Table 2-2. CDR.fyi Top Five Removal Pathways by Sum of Credits Sold
• Table 2-3 CRCF Categories
• Table 2-4 Revenue Stacking Pathways for a Typical U.S. Bioethanol BECCS Project

List of Figures

• Chart 1-1. Annual BECCS Capacity Additions by Region, World Markets: 2025-2035*
• Chart 2-1. CDR.fyi BECCS CDR Data: October 21, 2025
• Chart 2-2. Global CCUS Tracker BECCS Potential Projects by Capture Sector
• Chart 4-1. Annual BECCS Capacity Additions by Region, World Markets: 2025-2035
• Chart 4-2 Cumulative BECCS Capacity by Region, World Markets: 2025-2035*
• Chart 4-3 Cumulative BECCS Capacity by Capture Sector, World Markets: 2025-2035*
• Chart 4-4 Cumulative BECCS Capacity Additions by Capture Sector, North America: 2025-2035*
• Chart 4-5 Cumulative BECCS Capacity Additions by Capture Sector, Europe: 2025-2035*
• Chart 4-6 Cumulative BECCS Capacity Additions by Capture Sector, Asia-Pacific: 2025-2035*
• Chart 4-7 Cumulative BECCS Capacity Additions by Capture Sector, Latin America: 2025-2035*
• Chart 4-8 Cumulative BECCS Revenue by Region, World Markets: 2025-2035
• Figure 3-1. Pictorial Representation of the VCM Value Chain