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市场调查报告书
商品编码
1494845
CCUS(碳捕获、利用和储存)的全球市场:分析 - 按来源、按服务、按技术、按最终用户、按地区、预测(至 2030 年)Carbon Capture, Utilization & Storage Market Forecasts to 2030 - Global Analysis By Source (Industrial Processes and Power Generation), Service (Capture, Transportation, Utilization, Storage and Other Services), Technology, End User and By Geography |
预计2024年全球CCUS(碳捕获、利用和储存)市场规模将达46.1亿美元,预测期内复合年增长率为22.0%,到2030年将达到152.1亿美元。
CCUS(碳捕获、利用和储存)技术系列旨在减少能源生产和工业活动中的二氧化碳 (CO2)排放。二氧化碳在工厂和发电厂等排放被吸收,并转移到仓储设施或用于其他目的。储存通常需要将二氧化碳注入地下深处的地质构造中,以防止其释放到大气中。
根据碳捕集与封存协会(CCSA)介绍,碳捕集、利用和储存(CCUS)是大幅减少工业、供热、电力和交通运输等多个关键产业排放的重要工具。它是能够以工业规模(CCSA)从大气中去除二氧化碳的少数方法之一。
减缓气候变迁
CCUS市场主要受到监管和政策支持的推动。世界各国政府正透过碳价、税额扣抵和补贴等政策来促进这些技术的使用。例如,在美国,第 45Q 条为二氧化碳捕获和储存提供了税收优惠。此外,《巴黎协定》等协议规定了减少温室气体排放的全球承诺,使 CCUS 成为履行这些义务的重要工具。
营运和资本成本高
高资本和营业成本是采用 CCUS 技术的主要障碍。捕获二氧化碳,特别是从分散或低浓度来源捕获二氧化碳,成本高昂。因为它需要先进的基础设施和技术。如果没有重大的财务奖励或补贴,碳捕获、储存、运输和压缩的高昂成本可能会使许多公司在财务上难以实施。此外,国际能源总署(IEA)强调,CCUS技术的广泛采用需要降低成本。
技术开发与创新
CCUS技术的发展有可能显着降低成本和效率。应在固体吸附剂、薄膜和二氧化碳捕集先进溶剂等领域进行更多研究和开发,以提高捕集率并降低营业成本。透过监测和检验技术的进步可以提高二氧化碳储存的安全性和可靠性。此外,投资这些技术开发可以创造更具商业性可行性和可扩展性的 CCUS 解决方案。
来自替代技术的威胁
CCUS 面临的竞争威胁包括能源效率措施和再生能源来源等替代低碳技术的出现。太阳能、风能和电池储存技术成本的下降使它们成为减少碳排放的越来越有吸引力的选择。此外,与 CCUS 相比,提高能源效率的投资可以实现更快、更经济的排放。这种竞争环境可能会导致 CCUS计划失去焦点和资金。
COVID-19大流行对CCUS市场产生了重大影响,推迟了计划进度,扰乱了供应链,并将企业和政府的优先事项从长期气候变迁目标转向了短期经济復苏倡议,从而产生了影响。由于封锁程序和裁员,许多正在进行和计划中的 CCUS计划不得不推迟。此外,经济衰退还减少了投资 CCUS 技术的资金,因为公共和私营部门已将资金转移到解决紧迫的健康问题上。
预计交通运输业在预测期内将是最大的
交通运输部门在 CCUS(碳捕获、利用和储存)市场中占有最大份额。将捕获的二氧化碳 (CO2) 从发电厂和工厂等排放运输到储存和利用设施是该领域的关键过程。此外,专属式二氧化碳利用系统(CCUS)计划的可行性和扩充性将提高自备二氧化碳利用系统(CCUS)计画的可行性和可扩展性,以将捕获的二氧化碳用于永久地下储存场所以及提高采收率和製造等应用贵重产品的运输取决于有效的运输基础设施。
燃烧后分离和回收产业预计在预测期内复合年增长率最高
在CCUS(碳捕获、利用和储存)市场中,燃烧后捕获领域的复合年增长率通常最高。从发电厂和其他工业设施燃烧石化燃料时排放的废气中提取二氧化碳 (CO2) 的过程称为燃烧后捕集。这种方法适应性强,特别有吸引力,因为它可以对当前的基础设施进行改造,而无需进行重大改变。此外,燃烧后捕集技术利用溶剂和吸附剂选择性地从烟气中提取二氧化碳,因此是减少各种排放排放的有效手段。
CCUS(碳捕获、利用和储存)市场由北美主导,特别是美国和加拿大。这项优势由多种因素促成,包括政府的大力支持、有利的法规环境、研发方面的大量投资以及成熟的能源基础设施。此外,合适的地质储存地点的激增,特别是在已建立石油和天然气开采的地区,有助于 CCUS 计画在整个北美的扩展。
CCUS(碳捕获、利用和储存)市场正以亚太地区最高的复合年增长率成长。推动这种快速增长的因素有很多,包括工业化程度的提高、能源需求的增加以及人们对应对气候变迁的认识不断增强。此外,政府监管、财政奖励的加强以及与全球组织的合作正在推动许多产业(包括石化、製造和发电)CCUS计划的创造力和实施。
According to Stratistics MRC, the Global Carbon Capture, Utilization & Storage Market is accounted for $4.61 billion in 2024 and is expected to reach $15.21 billion by 2030 growing at a CAGR of 22.0% during the forecast period. A group of technologies known as carbon capture, utilization, and storage (CCUS) are intended to lower carbon dioxide (CO2) emissions from energy production and industrial activities. It entails absorbing CO2 at the source of emissions, which could be factories or power plants, and either moving it to a storage facility or using it for other purposes. In order to prevent CO2 from entering the atmosphere, storage usually entails injecting it deeply underground into geological formations.
According to the Carbon Capture and Storage Association (CCSA), carbon capture, utilization, and storage (CCUS) is a vital solution for significantly reducing emissions from several critical sectors, including industry, heating, power, and transport. It is one of the few methods capable of removing CO2 from the atmosphere on an industrial scale(CCSA).
Mitigation of climate change
The CCUS market is largely driven by regulatory and policy support, as governments all over the world put policies like carbon pricing, tax credits, and subsidies in place to promote the use of these technologies. For example, the United States provides tax incentives for CO2 capture and storage under Section 45Q. Furthermore, global commitments to reduce greenhouse gas emissions have been set by agreements like the Paris Agreement, which makes CCUS a crucial tool for fulfilling these obligations.
High operating and capital expenses
High capital and operating costs pose a significant barrier to the deployment of CCUS technologies. It costs a lot of money to capture CO2, especially from diffuse and low-concentration sources. This is because sophisticated infrastructure and technology are needed. Without significant financial incentives or subsidies, many companies may find it financially difficult to adopt carbon capture, storage, transport, and compression due to the high cost of these processes. Moreover, the International Energy Agency (IEA) emphasizes that cost savings are necessary for CCUS technologies to be widely adopted.
Development and innovation in technology
The development of CCUS technology offers substantial potential for cost and efficiency savings. In order to increase capture rates and reduce operating costs, more research and development should be done in areas like solid sorbents, membranes, and advanced solvents for CO2 capture. The security and dependability of CO2 storage can be improved by advancements in monitoring and verification technologies. Additionally, investing in these technological developments can result in CCUS solutions that are more commercially feasible and scalable.
Threats from alternative technologies
A competitive threat to CCUS is the emergence of alternative low-carbon technologies like energy efficiency initiatives and renewable energy sources. The decreasing costs of solar, wind, and battery storage technologies make them increasingly appealing choices for mitigating carbon emissions. Furthermore, compared to CCUS, investments in energy efficiency upgrades can result in more rapid and affordable emission reductions. This competitive environment may cause CCUS projects to lose focus and funding.
The COVID-19 pandemic had a major effect on the CCUS market by delaying project schedules, upsetting supply chains, and reorienting corporate and governmental priorities away from long-term climate goals and toward short-term economic recovery initiatives. Numerous CCUS projects, both ongoing and planned, had to be delayed because of lockdown procedures and lower labour availability. Moreover, the recession also resulted in less money being available for investments in CCUS technologies since the public and private sectors diverted funds to deal with the pressing health issue.
The Transportation segment is expected to be the largest during the forecast period
The transportation segment holds the largest share in the carbon capture, utilization, and storage (CCUS) market. Transportation of captured carbon dioxide (CO2) from emission sources, like power plants or industrial plants, to storage locations or utilization facilities is the critical process covered in this segment. Additionally, the feasibility and expandability of Captive CO2 Utilization Systems (CCUS) projects depend on the effective transportation infrastructure that enables the transfer of captured CO2 to permanent subterranean storage locations or to facilities for its utilization in applications like enhanced oil recovery or manufacturing valuable products.
The Post-Combustion Capture segment is expected to have the highest CAGR during the forecast period
In the carbon capture, utilization, and storage (CCUS) market, the post-combustion capture segment typically has the highest CAGR. The process of extracting carbon dioxide (CO2) from flue gases released during the burning of fossil fuels in power plants or other industrial facilities is known as post-combustion capture. The adaptability of this approach makes it especially appealing because it can be retrofitted to current infrastructure without requiring major changes. Furthermore, post-combustion capture technologies are a useful tool for reducing emissions from a variety of sources because they selectively extract CO2 from exhaust gases using solvents or sorbents.
The market for carbon capture, utilization, and storage (CCUS) was dominated by North America, specifically by the US and Canada. Numerous factors contribute to this dominance, such as strong government backing, advantageous regulatory environments, large investments in R&D, and the existence of an established energy infrastructure. Moreover, the proliferation of appropriate geological storage locations, especially in areas with established oil and gas extraction activities, has contributed to the expansion of CCUS programs across North America.
The carbon capture, utilization, and storage (CCUS) market has been growing at the highest CAGR in Asia-Pacific. Numerous factors, such as growing industrialization, rising energy demand, and growing awareness of the need to address climate change, are driving this rapid growth. Additionally, encouraging government regulations, financial rewards, and partnerships with global institutions have promoted creativity and the implementation of CCUS projects in a number of sectors, such as petrochemicals, manufacturing, and power generation.
Key players in the market
Some of the key players in Carbon Capture, Utilization & Storage market include General Electric, Exxon Mobil Corporation, Halliburton Company, Mitsubishi Heavy Industries, Ltd., Aker Solutions, Schlumberger Limited, Fluor Corporation, Honeywell International Inc, Royal Dutch Shell PLC, Siemens AG, JGC Holdings, Equinor ASA, Integrated Carbon Sequestration Pty. Ltd, BASF SE and Linde Plc.
In February 2024, Mitsubishi Heavy Industries, Ltd. has concluded a Nissay Positive Impact Finance agreement with Nippon Life Insurance Company. MHI Group, in response to the growing need to address the global challenge of climate change, in 2020, identified five material issues, including Provide energy solutions to enable a carbon neutral world, as priority measures to contribute to solving societal issues and ensuring continued growth over the medium to long term.
In January 2024, Linde announced it has expanded its existing long-term agreement for the supply of industrial gases with Steel Authority of India Limited (SAIL), one of the largest steelmaking companies in India. Linde currently supplies oxygen, nitrogen and argon to SAIL's Rourkela steel plant in Odisha, eastern India, from two on-site air separation units (ASUs), which are operating at full capacity.
In October 2023, Exxon Mobil Corporation and Pioneer Natural Resources jointly announced a definitive agreement for ExxonMobil to acquire Pioneer. The merger is an all-stock transaction valued at $59.5 billion, or $253 per share, based on ExxonMobil's closing price on October 5, 2023. Under the terms of the agreement, Pioneer shareholders will receive 2.3234 shares of ExxonMobil for each Pioneer share at closing.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.