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市场调查报告书
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1755952
2032 年二氧化碳利用市场预测:按类型、服务、技术、应用、最终用户和地区进行的全球分析Carbon Dioxide Utilization Market Forecasts to 2032 - Global Analysis By Type (Below 3N, 3N-4N and Above 4N), Service, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球二氧化碳利用市场预计在 2025 年达到 61 亿美元,到 2032 年将达到 169 亿美元,预测期内的复合年增长率为 15.6%。
二氧化碳利用(CDU)捕获工业和自然排放的二氧化碳,并将其转化为燃料、化学品、建筑材料和塑胶等有价值的产品。 CDU是碳管理和气候减缓策略中至关重要的技术。 CDU透过减少温室气体排放,同时实现循环碳经济,支持转型为低碳经济。在永续性和脱碳目标的推动下,该领域的研究和商业化正在迅速发展。
根据国际能源总署(IEA)的数据,2023年石化燃料排放将比2022年增加1.1%,达到二氧化碳总量368亿吨。
越来越重视碳捕获以减少排放
日益增长的碳捕获对减少排放的关注是主要驱动因素。全球对气候变迁的担忧日益加剧,以及工业脱碳的迫切需求,使得二氧化碳的利用成为人们关注的焦点。各国政府和企业都制定了雄心勃勃的排放目标,呼吁采取超越单纯避免排放的创新解决方案。在环境法规和企业社会责任倡议的推动下,各行各业正在投资碳捕获和利用技术。这种对气候变迁的坚定承诺正在推动碳排放单元 (CDU) 市场的成长。
二氧化碳捕获与转化技术高成本
二氧化碳捕获和转化技术的高成本是一个显着的阻碍因素。建造二氧化碳捕集设施所需的巨额资本支出以及转化过程的营运成本可能令人望而却步。与传统生产方法相比,许多原位蒸馏(CDU)路线的经济可行性仍面临挑战。由于需要大量研发和规模化生产,原位蒸馏(CDU)计划的前期投资仍然很高。一些地区缺乏强而有力的碳定价机制,进一步加剧了经济挑战。这些经济障碍正在减缓原位蒸馏(CDU)解决方案的商业化和广泛部署。
二氧化碳燃料和化学转化技术的进展
二氧化碳燃料和化学转化技术的进步带来了令人瞩目的机会。在持续的研究和创新的推动下,将二氧化碳转化为有价值产品的新型高效方法层出不穷。这些进步有望利用捕获的碳来生产永续燃料、塑胶和建筑材料。在循环经济模式和减少对化石资源依赖潜力的推动下,这些技术突破备受期待。随着转化效率的提高和成本的下降,冷蒸馏(CDU)解决方案的经济可行性和应用将会加速。这些技术创新对于市场的长期成长至关重要。
影响二氧化碳利用计划的监管不确定性
影响二氧化碳利用计划的监管不确定性构成重大威胁。缺乏清晰、一致且支持性的政策可能会阻碍投资,并延缓冷淡化单元 (CDU) 技术的发展。不可预测的碳价、波动的奖励或模糊的二氧化碳衍生产品分类将破坏市场稳定。在对清晰政策讯号的渴望驱动下,投资人寻求可预测性和支持机制。政策突然变化或政府支持不足的风险可能会削弱计划的经济可行性。这种监管模糊性对冷淡化单元 (CDU)倡议的采用和扩展构成了重大障碍。
新冠疫情对二氧化碳利用装置 (CDU) 市场造成了衝击。初期的景气衰退和工业活动的减少导致二氧化碳排放暂时下降,部分计划进度放缓。政府加大对绿色科技的奖励策略,以及对气候变迁的重新关注,为市场带来了长期利好。这场危机凸显了应对环境挑战(包括碳管理)创新解决方案的必要性。儘管存在短期波动,但整体脱碳趋势仍在加强,支撑了 CDU 市场的成长。
预计运输业将成为预测期内最大的产业
由于交通运输业二氧化碳排放庞大,预计在预测期内该产业将占据最大的市场占有率,展现出巨大的利用潜力。利用捕获的二氧化碳开发永续燃料,例如合成航空燃料和柴油,是一项关键应用。现有的燃料分配和消费基础设施进一步促进了这些新型燃料的采用。由于排放量庞大且对永续替代燃料的需求旺盛,该产业占据了主导市场占有率。
预计在预测期内,化学转化部分将以最高的复合年增长率成长。
预计化学转化领域将在预测期内实现最高成长率。受二氧化碳可转化为各种高价值产品的潜力驱动,化学转化领域正在快速成长。这包括利用捕获的碳作为原料合成聚合物、塑胶和特殊化学品。催化製程和反应途径的不断进步正在提高二氧化碳化学转化的效率。各行各业对永续材料的需求日益增长,进一步推动了该领域的扩张。将二氧化碳转化为有形化学产品的创新性正在推动该领域的成长。
预计亚太地区将在预测期内占据最大的市场占有率。受快速工业化和大量二氧化碳排放的推动,亚太地区面临着采用减碳技术的巨大压力。在政府加强对绿色技术投资和大型工业建设的推动下,减碳技术的应用正在蓬勃发展。中国和印度等国家在实施碳捕获计划和探索新的利用途径方面处于领先地位。高工业活动和排放正使该地区市场占有率主导地位。
预计北美将在预测期内实现最高的复合年增长率。在政府大力投入碳捕获和利用研发的推动下,北美正不断突破技术界限。企业对永续性的坚定承诺以及新兴的碳定价机制正在推动工业应用的增加。该地区专注于开发先进的二氧化碳燃料和化学转化工艺,也促成了这一高成长率。此外,完善的二氧化碳运输和储存基础设施也推动了冷排放单元 (CDU)计划的扩张。
According to Stratistics MRC, the Global Carbon Dioxide Utilization Market is accounted for $6.1 billion in 2025 and is expected to reach $16.9 billion by 2032 growing at a CAGR of 15.6% during the forecast period. Carbon dioxide utilization (CDU) involves capturing CO2 emissions from industrial or natural sources and converting them into valuable products such as fuels, chemicals, building materials, and plastics. It is a vital technology in carbon management and climate mitigation strategies. CDU supports the transition to a low-carbon economy by reducing greenhouse gas emissions while enabling a circular carbon economy. Research and commercialization in this area are rapidly expanding, driven by sustainability and decarbonization goals.
According to the International Energy Agency, in 2023, emissions from fossil fuels increased by 1.1% compared to 2022, reaching a total of 36.8 billion metric tons of carbon dioxide.
Increasing focus on carbon capture to reduce emissions
Increasing focus on carbon capture to reduce emissions is a primary driver. Fueled by growing global concerns about climate change and the urgent need to decarbonize industries, CO2 utilization is gaining prominence. Governments and corporations are setting ambitious emissions reduction targets, necessitating innovative solutions beyond mere avoidance. Guided by environmental regulations and corporate social responsibility initiatives, industries are investing in carbon capture and utilization technologies. This strong impetus to address climate change propels the growth of the CDU market.
High costs of CO2 capture and conversion technologies
High costs of CO2 capture and conversion technologies present a notable restraint. The significant capital expenditure required for building carbon capture facilities and the operational expenses of conversion processes can be prohibitive. The economic viability of many CDU pathways is still challenging compared to traditional production methods. Influenced by the need for significant R&D and scaling up, the initial investment for CDU projects remains substantial. The absence of strong carbon pricing mechanisms in some regions further exacerbates the economic challenges. These financial hurdles slow down the commercialization and broad deployment of CDU solutions.
Advancements in CO2-to-fuel and chemical conversion technologies
Advancements in CO2-to-fuel and chemical conversion technologies offer a compelling opportunity. Triggered by continuous research and innovation, new and more efficient methods for transforming CO2 into valuable products are emerging. This progress can lead to the creation of sustainable fuels, plastics, and building materials from captured carbon. Fueled by the potential for circular economy models and reduced reliance on fossil resources, these technological breakthroughs are highly anticipated. As conversion efficiencies improve and costs decrease, the economic viability and widespread adoption of CDU solutions will accelerate. These innovations are critical for the long-term growth of the market.
Regulatory uncertainties impacting CO2 utilization projects
Regulatory uncertainties impacting CO2 utilization projects pose a significant threat. The absence of clear, consistent, and supportive policies can deter investment and slow down the development of CDU technologies. Unpredictable carbon pricing, fluctuating incentives, or ambiguous classification of CO2-derived products create market instability. Guided by the need for clear policy signals, investors seek predictability and supportive mechanisms. The risk of sudden policy changes or insufficient government backing can undermine the economic viability of projects. This regulatory ambiguity creates a significant hurdle for the widespread adoption and scaling of CDU initiatives.
The COVID-19 pandemic influenced the Carbon dioxide utilization (CDU) market. Initial economic downturns and reduced industrial activity led to a temporary decrease in CO2 emissions and a slowdown in some projects. Increased government stimulus packages for green technologies and renewed focus on climate change provided a long-term boost. The crisis underscored the need for innovative solutions to environmental challenges, including carbon management. While short-term disruptions occurred, the overarching trend towards decarbonization strengthened, supporting the CDU market's growth.
The transportation segment is expected to be the largest during the forecast period
The transportation segment is expected to account for the largest market share during the forecast period, backed by the immense volume of CO2 emissions from the transportation sector, it represents a vast potential for utilization. The development of sustainable fuels from captured CO2, such as synthetic aviation fuel or diesel, is a significant application. The existing infrastructure for fuel distribution and consumption further facilitates the adoption of these novel fuels. This segment's sheer scale of emissions and the demand for sustainable alternatives ensure its dominant market share.
The chemical conversion segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the chemical conversion segment is predicted to witness the highest growth rate, spurred by the potential to create a wide array of high-value products from CO2, chemical conversion is witnessing rapid growth. This includes synthesizing polymers, plastics, and specialty chemicals using captured carbon as a feedstock. Powered by ongoing advancements in catalytic processes and reaction pathways, the efficiency of CO2 chemical conversion is improving. The increasing demand for sustainable materials in various industries further accelerates this segment's expansion. The innovative nature of converting CO2 into tangible chemical products drives its leading growth rate.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, guided by its rapid industrialization and significant CO2 emissions, Asia Pacific faces immense pressure to adopt carbon reduction technologies. Fuelled by increasing government investments in green technologies and the development of large-scale industrial parks, adoption is surging. Countries like China and India are at the forefront of implementing carbon capture projects and exploring new utilization pathways. The sheer volume of industrial activity and emissions contributes to the region's dominant market share.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by significant government funding for carbon capture and utilization research and development, North America is pushing technological boundaries. Influenced by strong corporate sustainability commitments and emerging carbon pricing mechanisms, industrial adoption is increasing. The region's focus on developing advanced CO2-to-fuel and chemical conversion processes contributes to this high growth rate. Furthermore, the availability of robust infrastructure for CO2 transport and storage further supports the expansion of CDU projects.
Key players in the market
Some of the key players in Carbon Dioxide Utilization Market include Honeywell International Inc., LanzaTech Inc., Climeworks AG, TotalEnergies SE, Hitachi, Ltd., ExxonMobil Corporation, Linde plc, Carbon Recycling International, Carbon Engineering Ltd., Royal Dutch Shell Plc, Mitsubishi Heavy Industries, Ltd., JGC Holdings Corporation, General Electric, CarbonCure Technologies, Air Liquide S.A., and Blue Planet Systems Corporation, Svante Inc.
In May 2025, Honeywell UOP announced a new commercial project for CO2 capture and utilization, deploying its proprietary capture technology to convert industrial CO2 emissions into valuable chemicals or fuels, demonstrating an integrated solution for decarbonization. This would showcase their technology in action.
In March 2025, Climeworks announced the expansion of its direct air capture (DAC) operations, potentially launching a new large-scale plant in partnership with an energy provider, to remove atmospheric CO2 for geological storage or utilization in beverage carbonation. This would signify DAC scale-up.
In April 2025, LanzaTech commissioned a new facility utilizing its gas fermentation technology to transform captured industrial emissions into sustainable aviation fuel (SAF) or other ethanol-based chemicals, marking a significant step in the commercialization of carbon-negative products. This would be a major project completion.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.