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市场调查报告书
商品编码
1980012
CCUS材料市场预测至2034年:按材料类型、二氧化碳来源、服务模式、技术、应用、最终用户和地区分類的全球分析CCUS Materials Market Forecasts to 2034 - Global Analysis By Material Type (Absorbents, Adsorbents, Membranes, Catalysts, Sorbents, and Metal-Organic Frameworks (MOFs)), Source of CO2, Service Model, Technology, Application, End User, and By Geography |
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根据 Stratistics MRC 的研究,全球 CCUS 材料市场预计将在 2026 年达到 48 亿美元,并在预测期内以 5.9% 的复合年增长率增长,到 2034 年达到 76 亿美元。
碳捕获、利用与封存(CCUS)材料是指用于碳捕获、利用与封存过程中的专用物质,例如吸收剂、吸附剂、薄膜、催化剂和溶剂,这些物质能够从工业排放气体中分离和处理二氧化碳。这些材料构成了碳捕获系统的功能核心,能够有效地从发电厂、水泥厂和其他重工业排放源产生的废气中分离二氧化碳。先进的CCUS材料,例如金属有机框架(MOF)和胺基溶剂,正在推动捕获效率的提升、能耗的降低以及系统整体经济性的提高。
政府强制要求减少碳排放
包括欧盟、美国和中国在内的主要经济体的政府已製定具有法律约束力的净零排放目标,强制要求将碳捕获、利用和储存作为工业部门脱碳的关键手段。强制性碳定价机制、排放交易体系和碳边境调节政策为重工业采用碳捕获技术提供了直接的经济奖励,显着增加了对构成这些技术核心的专用吸收剂、薄膜和催化剂的需求。
计划需要大量资金投入。
商业规模碳捕集设施的建设和运作需要巨额资本投入,包括采购专用材料、设计捕集系统、开发二氧化碳压缩和运输基础设施以及建造地下储存设施。这些成本对许多工业企业来说仍然是一大障碍,尤其是在水泥和钢铁等低利润行业。如果没有永续的政府补贴和碳定价机制来提高碳捕集计划的经济吸引力,这些高昂的资本门槛很可能会继续阻碍其普及。
全球各产业脱碳的努力正在不断扩大。
钢铁、水泥、化工和发电等行业正面临来自监管机构、投资者和客户日益增长的脱碳压力,但却缺乏现成的替代燃烧製程的方案。对于这些难以排放的产业而言,碳捕获、利用与储存(CCUS)是无需重组生产即可实现排放的最具商业性可行性的短期途径。随着企业对净零排放目标的日益重视以及政府对工业CCUS示范计划的投入不断增加,先进回收材料的市场正在全球范围内不断扩大和深化,并应用于各种工业领域。
目前回收技术存在较高的能量损失
主流的基于胺溶剂吸收的燃烧后碳捕集技术会为实施该技术的设施带来显着的能源消耗,通常会大幅降低净能源输出。这种能源成本会增加营运费用,因为需要额外的燃料消耗来维持捕集过程的运作,从而削弱其整体气候效益。开发具有高选择性和高捕集能力,同时显着降低再生能源需求的下一代捕集材料,仍然是一项重大的技术挑战。
在新冠疫情期间,随着各国政府和各产业加强对长期排放的承诺,碳捕获、利用与封存(CCUS)材料市场获得了策略性的发展动力。在绿色復苏计画和以永续性发展为导向的经济措施的推动下,碳捕获基础设施的投资加速成长。在日益重视工业排放法规和气候变迁适应能力的背景下,对先进吸收剂、薄膜和催化剂材料的研究活动也随之扩大。此外,能源生产商和技术开发商之间的合作强化了商业化路径,即使在后疫情时代,也为市场的稳定发展提供了支持。
预计在预测期内,吸收性材料细分市场将占据最大的市场份额。
由于吸收剂具有较高的碳捕获效率和在工业设施和发电厂的广泛应用,预计在预测期内,吸收剂领域将占据最大的市场份额。固体溶剂、胺基溶液和金属有机框架(MOFs)的持续技术创新,使吸收剂材料展现出卓越的二氧化碳选择性和再生能力。此外,在可扩展性、成本优化和与现有捕获系统的兼容性方面的进步,也巩固了其在大规模碳捕获、利用与封存(CCUS)设施中的主导地位。
在预测期内,点源细分市场预计将呈现最高的复合年增长率。
在预测期内,点源碳捕集领域预计将呈现最高的成长率,这主要得益于水泥厂、炼油厂和火力发电厂等集中排放设施对碳捕集技术的日益普及。严格的排放目标和工业脱碳的需求推动了点源碳捕集解决方案的发展,以实现可衡量且即时的碳减排。此外,与提高石油采收率(EOR)和工业利用途径的结合,正在加速高排放产业对点源碳捕集技术的应用。
在整个预测期内,由于联邦政府的大力支持、税收优惠以及完善的碳捕获、利用与封存(CCUS)基础设施,北美预计将保持最大的市场份额。在领先的研究生态系统以及能源公司和技术供应商之间紧密合作的推动下,该地区正在加速创新回收材料的商业化进程。此外,完善的法规结构和活跃的碳储存计划也进一步巩固了北美在CCUS材料应用领域的领先地位。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这主要得益于工业生产的扩张和对碳中和目标的日益重视。在政府主导的脱碳计画和对低碳技术投资增加的推动下,中国、日本、韩国和印度的各产业正积极采用碳捕获、利用与封存(CCUS)解决方案。此外,不断扩大的公私合营以及基础设施建设的进步正在加速材料创新和全部区域大型计划的实施。
According to Stratistics MRC, the Global CCUS Materials Market is accounted for $4.8 billion in 2026 and is expected to reach $7.6 billion by 2034 growing at a CAGR of 5.9% during the forecast period. CCUS materials are specialized substances including absorbents, adsorbents, membranes, catalysts, and sorbents used in carbon capture, utilization, and storage processes to separate and process carbon dioxide from industrial emissions. These materials form the functional core of carbon capture systems, enabling efficient CO2 separation from flue gases produced by power plants, cement factories, and other heavy industrial sources. Advanced CCUS materials such as metal-organic frameworks and amine-based solvents are driving improvements in capture efficiency, energy consumption reduction, and overall system economics.
Government mandates for carbon emission reduction
Governments across major economies including the European Union, United States, and China have established legally binding net-zero emission commitments that require carbon capture, utilization, and storage as a critical tool for decarbonizing industrial sectors. Mandatory carbon pricing mechanisms, emissions trading systems, and carbon border adjustment policies create direct financial incentives for heavy industry to deploy carbon capture technology, generating substantial and growing demand for the specialized absorbents, membranes, and catalysts that form the functional core.
High capital investment requirements for projects
Construction and operation of commercial-scale carbon capture facilities requires enormous capital investment, including specialized material procurement, engineering of capture systems, development of CO2 compression and transport infrastructure, and establishment of geological storage sites. These costs remain prohibitive for many industrial operators, especially in sectors with tight margins such as cement and steel. Without sustained government subsidies or carbon pricing at levels sufficient to make capture projects financially attractive, the high capital barrier continues to slow.
Expanding industrial decarbonization commitments globally
Industrial sectors including steel, cement, chemicals, and power generation face mounting decarbonization pressure from regulators, investors, and customers but lack readily available alternatives to combustion-based processes. For these hard-to-abate industries, CCUS represents the most commercially viable near-term pathway to reducing emissions without restructuring production. Growing corporate net-zero commitments and expanding government funding for industrial CCUS demonstration projects are creating a broad and deepening market for advanced capture materials across diverse industrial applications globally.
High energy penalty of current capture technologies
The dominant post-combustion carbon capture technologies based on amine solvent absorption impose a significant energy penalty on facilities where deployed, typically reducing net energy output by a meaningful percentage. This energy cost increases operational expenses and reduces the overall climate benefit by requiring additional fuel consumption to run the capture process. The challenge of developing next-generation capture materials that deliver high selectivity and capacity at substantially lower regeneration energy requirements remains a critical technical barrier.
The CCUS Materials Market experienced strategic momentum during the COVID-19 period as governments and industries reinforced long-term decarbonization commitments. Spurred by green recovery initiatives and sustainability-focused stimulus packages, investments in carbon capture infrastructure accelerated. Fueled by heightened emphasis on industrial emission control and climate resilience, research activities surrounding advanced absorbents, membranes, and catalytic materials expanded. Additionally, collaborations between energy producers and technology developers strengthened commercialization pathways, reinforcing steady market advancement in the post-pandemic landscape.
The absorbents segment is expected to be the largest during the forecast period
The absorbents segment is expected to account for the largest market share during the forecast period, due to its high carbon capture efficiency and broad applicability across industrial facilities and power generation plants. Propelled by continuous innovation in solid sorbents, amine-based solutions, and metal-organic frameworks, absorbent materials demonstrate superior CO2 selectivity and regeneration performance. Furthermore, scalability, cost optimization advancements, and compatibility with existing capture systems strengthen their dominant adoption across large-scale CCUS installations.
The point source segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the point source segment is predicted to witness the highest growth rate, driven by increasing implementation of carbon capture technologies at concentrated emission sites such as cement plants, refineries, and thermal power stations. Spurred by stringent emission reduction targets and industrial decarbonization mandates, point source capture solutions enable measurable and immediate carbon mitigation. Additionally, integration with enhanced oil recovery and industrial utilization pathways is accelerating deployment across high-emission sectors.
During the forecast period, the North America region is expected to hold the largest market share, owing to substantial federal funding, tax incentives, and established CCUS infrastructure. Propelled by advanced research ecosystems and strong collaboration between energy companies and technology providers, the region demonstrates early commercialization of innovative capture materials. Moreover, supportive regulatory frameworks and active carbon storage projects reinforce North America's leadership in CCUS materials deployment.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to expanding industrial output and rising commitment toward carbon neutrality targets. Spurred by government-backed decarbonization programs and increasing investments in low-carbon technologies, industries across China, Japan, South Korea, and India are actively adopting CCUS solutions. Furthermore, growing public-private partnerships and infrastructure expansion are accelerating material innovation and large-scale project implementation across the region.
Key players in the market
Some of the key players in CCUS Materials Market include Exxon Mobil Corporation, Shell plc, BP plc, TotalEnergies SE, Chevron Corporation, Schlumberger Limited, Baker Hughes Company, Honeywell International Inc., Linde plc, Air Liquide, Mitsubishi Heavy Industries, Ltd., Siemens Energy AG, Aker Solutions ASA, Halliburton Company, BASF SE and Dow Inc.
In February 2026, TotalEnergies outlined 2026 objectives, emphasizing relentless emissions reduction. The company reinforced CCUS deployment, focusing on materials innovation and partnerships to strengthen resilience and accelerate carbon management across industrial and power sectors.
In January 2026, Shell published its Energy Security Scenarios, highlighting CCUS as critical for balancing energy security and decarbonization. The company reinforced investment in carbon management technologies, including capture materials, to support global climate goals.
In December 2025, ExxonMobil updated its 2030 plan, accelerating emissions-intensity targets to 2026. The company emphasized CCUS materials innovation, leveraging advantaged assets and cost savings to strengthen competitiveness in carbon capture and storage projects.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.