![]() |
市场调查报告书
商品编码
1725159
2032 年石油和天然气碳捕获与储存市场预测:按技术、应用、最终用户和地区分類的全球分析Oil and Gas Carbon Capture and Storage Market Forecasts to 2032 - Global Analysis By Technology (Pre-Combustion Capture, Post-Combustion Capture and Oxy-Fuel Combustion Capture), Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球石油和天然气碳捕获与储存市场预计在 2025 年达到 46 亿美元,到 2032 年将达到 124 亿美元,预测期内的复合年增长率为 15.2%。
石油和天然气的碳捕获和储存(CCS)减少了石化燃料活动产生的二氧化碳(CO2)排放。该方法包括捕获采矿和加工过程中释放的二氧化碳,透过管道运输并将其储存在地下地质构造中,例如深层盐水层或枯竭的油田。透过阻止二氧化碳排放大气,CCS 促进了石油和天然气行业的更清洁能源生产,有助于减少全球暖化。
根据国际能源总署 (IEA) 的数据,石油和天然气产业占全球当前碳捕获、利用和储存(CCUS) 能力的 90%。
企业永续性计划
企业永续性措施为石油和天然气领域的碳捕获和储存市场提供了巨大的推动力。埃克森美孚、壳牌和雪佛龙等知名石油公司正在利用碳捕获和封存技术来实现其净零排放目标。此类活动的动力来自于股东对环境永续实践的要求以及对 ESG(环境、社会和管治)绩效衡量标准的日益重视。提高石油采收率和封存二氧化碳以减少排放的双重好处为石油和燃气公司提供了经济奖励,使永续性措施在财务上可行。
监理不确定性
监管模糊性是石油和天然气碳捕获与储存业务扩张的一大障碍。跨地区缺乏统一的法规给全球营运的组织带来了合规挑战。关于封存二氧化碳的长期课责、许可通讯协定以及跨多个司法管辖区的监测义务的未决调查仍在继续。此外,由于政治环境的变化,政策可能会逆转,使长期规划变得复杂。缺乏清晰一致的法律体制增加了投资风险,并阻碍了潜在相关人员参与 CCS计划,从而阻碍了石油和天然气行业的市场成长和技术采用。
政府投资和奖励
政府的投资和奖励为石油和天然气领域的碳捕获和储存作业带来了巨大的前景。美国45Q税额扣抵和反通膨法案等政策使CCS计划具有经济可行性,并提供了重要的资金支持。到2022年,美国能源局已拨款85亿美元用于碳捕获和储存基础建设。此外,全球气候协议要求世界各国政府建立有利于排放技术的架构。这些奖励降低了进入的经济壁垒并促进了技术采用,为行业成长创造了有利条件。
CO2洩漏风险
二氧化碳洩漏风险是石油和天然气产业碳捕获和储存部门的重大威胁。地下储存设施的潜在洩漏可能会损害 CCS 的环境效益,并对该技术的公众形象产生负面影响。地震活动和地质完整性等地质变数加剧了这些风险,尤其是在海上仓储设施。此外,储存区域的油井和气井有可能洩漏二氧化碳。这些安全问题不仅带来技术障碍,也为监理机关的核准和保险覆盖带来障碍。
COVID-19 疫情对石油和天然气碳捕获与储存作业产生了多种影响。由于供应链中断、劳动力短缺和封锁限制,CCS计划的建设和实施出现了严重延误。景气衰退减少了工业活动和碳排放,暂时缓解了对 CCS 系统的需求。此外,公司已重新分配资源以解决与疫情相关的紧急问题,并推迟了许多提议的措施。疫情后的经济復苏政策正逐步将CCS投资纳入永续成长计划,从而凸显碳捕获技术的持久重要性。
燃烧后捕获部分预计将成为预测期内最大的部分
预计燃烧后分离和捕获部分将在预测期内占据最大的市场占有率。这项优势源自于其能够适应改造现有的石油和天然气基础设施,而无需进行重大的营运变更。此方法特别适用于发电厂和工业,因为它可以有效地将二氧化碳从燃烧后废气中分离出来。此外,溶剂、薄膜技术和吸收製程的不断进步正在提高效率并降低能源损失和营运成本。该部门在商业部署方面拥有丰富的经验和经过验证的可靠性,吸引了相关人员的投资。
预计中游二氧化碳运输和储存业者在预测期内将以最高的复合年增长率成长。
由于碳捕获基础设施和储存设施的快速发展,中游二氧化碳运输和储存营运商部门预计将在预测期内实现最高成长率。该行业受益于管道网路和地质仓储设施投资的增加,特别是在枯竭油田和盐水层等地下储量丰富的地区。此外,二氧化碳运输和储存中心的建立将为许多捕获厂提供服务,从而促进规模经济,大大降低每吨的处理成本。此外,中游业者正在利用其在石油和天然气基础设施方面的现有技能,同时开发长期二氧化碳管理的新功能,帮助在不断变化的低碳经济中创造新的收入来源。
预计北美地区将在预测期内占据最大的市场占有率。这一优势得益于政府的大力支持,包括 45Q 信贷计划和抑制通货膨胀法案等重要的税收优惠政策。该地区在 CCS 技术方面拥有丰富的专业知识,该技术于 1978 年首次在加州应用。此外,北美拥有广泛的地质储存能力和强大的二氧化碳运输基础设施。此外,该地区的知名能源公司正在向大规模 CCS 计划投入大量资源,例如埃克森美孚的休士顿 CCS 中心,该中心计划在 2040 年之前封存高达 1 亿吨二氧化碳。
预计亚太地区在预测期内的复合年增长率最高。中国、日本和印度等主要经济体的快速工业化和日益增强的脱碳承诺正在推动这一成长。该地区的二氧化碳排放量占全球的近 50%,政府正在大力开展相关活动,其中中国的「十四五」规划优先考虑采用 CCUS 技术,到 2030 年每年减少 1000 万吨的排放。此外,催化转化技术的发展正在创造经济奖励,将捕获的二氧化碳转化为有用的产品。此外,基础设施支出和官民合作关係关係的增加正在加速 CCS 在多个产业部门的部署。
According to Stratistics MRC, the Global Oil and gas carbon capture and storage Market is accounted for $4.6 billion in 2025 and is expected to reach $12.4 billion by 2032 growing at a CAGR of 15.2% during the forecast period. Oil and gas carbon capture and storage (CCS) lowers carbon dioxide (CO2) emissions from fossil fuel activities. In this method, CO2 generated during extraction and processing is captured, transported via pipelines, and stored in subterranean geological formations such as deep saline aquifers or depleted oil fields. By keeping CO2 from entering the atmosphere, CCS enhances the production of cleaner energy in the oil and gas sector and helps slow down global warming.
According to the International Energy Agency (IEA), the oil and gas industry is involved in 90% of current global carbon capture, utilization, and storage (CCUS) capacity.
Corporate sustainability initiatives
Corporate sustainability initiatives are substantially propelling the carbon capture and storage market in the oil and gas sector as corporations encounter mounting pressure to diminish their carbon emissions. Prominent oil companies such as ExxonMobil, Shell, and Chevron are using carbon capture and storage technology to meet their net-zero emissions objectives. These activities are reinforced by shareholder demands for ecologically sustainable practices and the increasing emphasis on ESG (environmental, social, and governance) performance measures. The dual advantage of sequestering CO2 for improved oil recovery and mitigating emissions offers economic incentives that render sustainability measures financially feasible for oil and gas enterprises.
Regulatory uncertainties
Regulatory ambiguities are substantial obstacles to the expansion of the oil and gas carbon capture and storage business. The absence of uniform regulations across areas generates compliance challenges for organizations operating globally. Unresolved inquiries persist concerning long-term accountability for sequestered CO2, permitting protocols, and monitoring obligations across numerous jurisdictions. Moreover, changing political environments might result in policy reversals, complicating long-term planning. The lack of clear and consistent legal frameworks heightens investment risks and dissuades potential stakeholders from engaging in CCS projects; hence, it impeds market growth and technological adoption within the oil and gas industry.
Government investments and incentives
Government investments and incentives offer significant prospects for the carbon capture and storage business in the oil and gas sector. Policies such as the U.S. 45Q tax credits and the Inflation Reduction Act offer substantial financial assistance, rendering CCS projects economically feasible. In 2022, the U.S. Department of Energy designated $8.5 billion for carbon capture and storage infrastructure. Furthermore, global climate accords are compelling governments across the globe to establish conducive frameworks for emission reduction technologies. These incentives diminish financial obstacles to entrance and expedite technology implementation, fostering advantageous conditions for industry growth.
CO2 leakage risks
The hazards of CO2 leakage provide a substantial threat to the carbon capture and storage sector within the oil and gas industry. Possible leakage from subterranean storage facilities may compromise the environmental advantages of CCS and adversely affect the public image of the technology. Geological variables, such as seismic activity and formation integrity, exacerbate these hazards, especially at offshore storage sites. Moreover, legacy oil and gas wells in designated storage regions present possible conduits for CO2 leakage. These safety concerns not only present technological obstacles but also hinder regulatory clearances and insurance coverage.
The COVID-19 epidemic exerted diverse effects on the oil and gas carbon capture and storage business. The construction and execution of CCS projects saw considerable delays due to supply chain disruptions, workforce shortages, and lockdown restrictions. The economic downturn diminished industrial operations and carbon emissions, momentarily alleviating the necessity for CCS systems. Furthermore, corporations deferred numerous proposed initiatives as they reallocated resources to address urgent pandemic-related issues. Post-pandemic economic recovery policies have progressively integrated CCS investments into sustainable growth programs, thereby underscoring the enduring significance of carbon capture technologies.
The post-combustion capture segment is expected to be the largest during the forecast period
The post-combustion capture segment is expected to account for the largest market share during the forecast period. This supremacy arises from its adaptability in retrofitting current oil and gas infrastructures without necessitating significant operational modifications. The method efficiently isolates CO2 from flue gases post-combustion, rendering it especially appropriate for power plants and industrial industries. Moreover, continual progress in solvents, membrane technologies, and absorption processes is enhancing efficiency while diminishing energy penalties and operational expenses. The segment benefits from extensive commercial deployment experience, providing proven reliability that attracts investment from cautious industry stakeholders.
The midstream CO2 transport & storage operators segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the midstream CO2 transport & storage operators segment is predicted to witness the highest growth rate, propelled by the swift development of carbon capture infrastructure and storage facilities. This sector is experiencing advantages from rising investments in pipeline networks and geological storage facilities, especially in areas with conducive subsurface formations such as depleted oil fields and saline aquifers. Moreover, the establishment of CO2 transport and storage hubs facilitates economies of scale by servicing many capture plants, thereby substantially decreasing per-ton handling expenses. Additionally, midstream operators are using their existing skills in oil and gas infrastructure while developing new abilities for long-term CO2 management, which helps create new sources of income in the changing low-carbon economy.
During the forecast period, the North America region is expected to hold the largest market share. This supremacy is ascribed to strong governmental backing, encompassing significant tax incentives such as the 45Q credit program and the terms of the Inflation Reduction Act. The region possesses considerable expertise in CCS technology, originating from its initial deployment in 1978 in California. Moreover, North America has extensive geological storage capacity and a robust infrastructure for CO2 transportation. Furthermore, prominent energy corporations based in the region are committing substantial resources to extensive CCS initiatives, exemplified by ExxonMobil's Houston CCS Hub, which intends to sequester up to 100 million tons of CO2 each year by 2040.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. Swift industrialization and heightened promises of decarbonization in significant economies like China, Japan, and India propel this rapid expansion. The region, accountable for almost 50% of global CO2 emissions, is experiencing significant governmental activities, including China's 14th Five-Year Plan, which prioritizes CCUS to diminish emissions by 10 million tons per year by 2030. Moreover, developments in catalytic conversion are generating economic incentives by converting captured CO2 into useful products. Furthermore, heightened expenditures in infrastructure and public-private partnerships are expediting the deployment of CCS across several industrial sectors.
Key players in the market
Some of the key players in Oil and gas carbon capture and storage Market include ExxonMobil Corporation, Shell plc, Chevron Corporation, Occidental Petroleum, Aker Carbon Capture, Air Liquide, Air Products and Chemicals Inc., Schlumberger Limited (SLB), Baker Hughes, Equinor ASA, TotalEnergies SE, Linde PLC, Canadian Natural Resources Ltd, QatarEnergy, Fluor Corporation, Mitsubishi Heavy Industries Ltd., ENEOS Corporation and Eni SpA.
In December 2025, Exxon Mobil is "well along" in a plan to build its first commercial power plant, fueled by natural gas, to directly supply electricity to data centers, the company announced. It's a new venture for the Spring-based oil and gas giant, which has in previous years defied pressure to get into the electricity business as other oil majors experimented with - and then moved away from - renewable energy.
In September 2024, Shell opens new tab, Equinor (EQNR.OL), opens new tab and TotalEnergies (TTEF.PA), opens new tab said on Thursday their carbon dioxide (CO2) storage project on Norway's west coast is now completed and ready to receive CO2, with its first deliveries expected next year.
In August 2024, Chevron was awarded a greenhouse gas assessment permit offshore Western Australia. The G-18-AP permit covers an area of approximately 8,467 km2 with water depths of 50-1100m. The permit area will be evaluated as part of a hub for storing third-party emissions, including those from Chevron's operated LNG assets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.