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市场调查报告书
商品编码
2007924
二氧化碳运输基础设施市场预测至2034年-按组件、运输方式、技术、应用、最终用户和地区分類的全球分析CO2 Transport Infrastructure Market Forecasts to 2034 - Global Analysis By Component (Pipelines & Networks, Storage Terminals, Transport Vessels and Monitoring Equipment), Transport Mode, Technology, Application, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2026 年,全球二氧化碳运输基础设施市场规模将达到 12 亿美元,并在预测期内以 11.6% 的复合年增长率增长,到 2034 年将达到 29 亿美元。
二氧化碳运输基础设施是指将从工业排放源捕获的二氧化碳输送到永久性地下储存和利用设施所需的实体网路资产、设备以及相关的监控和控制系统。这包括专用二氧化碳管道网路、压缩站和泵站、用于海上和国际运输路线的船型二氧化碳运输船、陆上和海上二氧化碳储存终端和注入设施,以及即时管道健康监测和洩漏检测系统。
CCUS基础设施丛集的开发
将多个工业排放源连接到共用的二氧化碳运输和储存基础设施的碳捕集、利用与封存(CCUS)基础设施丛集发展计划,是推动二氧化碳运输投资的主要动力。这是因为与针对单一排放源的专用计划相比,共用基础设施的经济效益显着降低了每吨二氧化碳的捕集和运输成本。挪威的「北极光」计划、英国的HyNet计画和鹿特丹的「碳中心」等欧洲工业丛集正在建立商业性的共用基础设施模式,鼓励工业排放的参与。政府对二氧化碳运输骨干网路的共同投资,可以降低早期基础建设的风险,并为扩大工业排放之间的互联互通奠定基础。
监管和授权的困难
二氧化碳管道基础设施和海上地下储存项目建设中复杂的监管和授权对计划进度和成本构成重大阻碍。这是因为大多数市场在二氧化碳运输分类、安全标准和责任认定方面的跨司法管辖区法规结构仍不完善。陆上二氧化碳管道的选址面临社会认可的挑战,类似天然气基础设施位置引发的争议。获得永久性海上二氧化碳储存的许可需要进行广泛的地质勘测,并需要东道国政府承担长期责任,这导致项目依赖主权政策,并使企划案融资和投资者对长期基础设施资产的承诺变得更加复杂。
扩大海洋二氧化碳储存网络
随着欧洲强制性工业脱碳政策的推进,对永久性二氧化碳封存能力的需求日益增长,北海、挪威大陆棚和其他已验证的沉积盆地海上二氧化碳地下储存网络的扩张,为基础设施建设带来了变革性的机会。目前,多个海上二氧化碳储存计划正处于许可和资金筹措阶段,需要投资建造大规模海底管线、注入井和监测基础设施。那些率先取得海上储存许可证并建构输运网路连接的基础设施开发商,正在欧洲工业碳捕集、利用与封存(CCUS)供应链中建立战略竞争优势。
社会接纳与安全问题
陆上二氧化碳管道基础设施选址及高压储存设施位置方面的社会接受度挑战和安全隐患,构成了开发风险,可能导致二氧化碳运输基础设施计划出现重大延误、路线变更和成本增加。二氧化碳管道破裂事故以及高浓度二氧化碳暴露会加剧社区对新建管道走廊的反对。此外,对二氧化碳基础设施设施的紧急应变计画和安全缓衝区规定的要求,进一步增加了土地利用的复杂性,限制了人口密集工业区理想的路线选择,并推高了计划开发成本。
疫情期间,二氧化碳运输基础设施产业尚处于商业化前期阶段,因此新冠疫情的直接影响有限。然而,疫情后的绿色復苏措施显着加快了政府对碳捕获、利用与封存(CCUS)丛集发展计画的投入,从而带动了对二氧化碳运输基础设施的投资需求。疫情期间的供应链分析凸显了国家低碳产业转型策略的重要性,并加强了对大规模CCUS基础设施共同投资计画的政治支持,这些计画正逐步转化为在建计划。
在预测期内,监测设备领域预计将占据最大的市场份额。
在预测期内,监测设备领域预计将占据最大的市场份额。这是因为出于合规性、洩漏检测和压力完整性检验的需要,所有类型的二氧化碳管道和储存设施都必须部署监测设备。从回收设施的出口到地下储罐,二氧化碳运输基础设施的整个价值链都需要先进的光纤分散式感测系统、基于卫星的二氧化碳检测和即时井口监测平台。不断提高的对二氧化碳储存设施健康状况的持续监测和报告的储存要求,正在扩大监测设备的部署范围,并业务收益。
在预测期内,管道运输领域预计将呈现最高的复合年增长率。
在预测期内,管道运输领域预计将呈现最高的成长率,这主要得益于欧洲和北美的大规模二氧化碳运输网路建设项目,这些项目将工业排放源丛集与海上和陆上地下储存连接起来。就工业丛集配置产生的二氧化碳量而言,管道基础设施提供了最具成本效益的二氧化碳运输经济效益,这为投资共用基础设施网路提供了强有力的理由。政府对关键二氧化碳管道走廊建设的资金投入,降低了私部门的投资风险,同时也加速了多个大型碳捕集、利用与封存(CCUS)丛集计画的进度。
在预测期内,欧洲地区预计将占据最大的市场份额。这主要得益于其先进的二氧化碳运输和储存法规结构、北海和挪威大陆棚正在积极开发的近海二氧化碳储存计划,以及政府对工业碳捕集、利用与封存(CCUS)丛集基础设施的大量共同投资。挪威的「北极光」二氧化碳运输和储存计划是全球首个商业性的跨境二氧化碳运输和近海储存项目,树立了基础建设的先例。面对全球最高的碳价格,欧洲工业排放拥有最强烈的经济奖励来利用二氧化碳运输基础设施。
在预测期内,亚太地区预计将呈现最高的复合年增长率。这主要得益于日本、韩国和澳洲工业碳捕获、利用与封存(CCUS)计画的扩张,政府对国内二氧化碳运输基础设施可行性研究和试验计画的投资,以及新兴海上二氧化碳储存能力的发展。日本的CCUS蓝图包含了专门用于二氧化碳运输和海上储存基础设施的投资目标。澳洲巨大的海上地下储存潜力以及政府的CCUS支持计画正吸引国内外能源公司对基础建设的投资。
According to Stratistics MRC, the Global CO2 Transport Infrastructure Market is accounted for $1.2 billion in 2026 and is expected to reach $2.9 billion by 2034 growing at a CAGR of 11.6% during the forecast period. CO2 transport infrastructure refers to the physical network assets, equipment, and associated monitoring and control systems required to move captured carbon dioxide from industrial emission sources to permanent geological storage sites or utilization facilities. It encompasses dedicated CO2 pipeline networks, compression and pumping stations, ship-based CO2 transport vessels for offshore and international transport routes, onshore and offshore CO2 storage terminals and injection facilities, and real-time pipeline integrity monitoring and leak detection systems.
CCUS Infrastructure Cluster Development
CCUS infrastructure cluster development programs linking multiple industrial emitters to shared CO2 transport and storage infrastructure are the primary driver of CO2 transport investment, as shared infrastructure economics dramatically reduce per-tonne capture and transport costs compared to dedicated single-source project configurations. European industrial clusters including the Northern Lights project in Norway, HyNet in the UK, and Rotterdam Carbon Hub are establishing commercial shared infrastructure models that are attracting industrial emitter participation. Government co-investment in CO2 transport backbone networks is reducing first-mover infrastructure risk and creating platform conditions for progressive industrial emitter connection expansion.
Regulatory and Permitting Complexity
Regulatory and permitting complexity for CO2 pipeline infrastructure construction and offshore geological storage operations represents a significant project timeline and cost barrier, as cross-jurisdictional regulatory frameworks for CO2 transport classification, safety standards, and liability regimes remain underdeveloped in most markets. Onshore CO2 pipeline routing faces public acceptance challenges analogous to natural gas infrastructure siting controversies. Offshore permanent CO2 storage permitting requires extensive geological characterization and long-term liability acceptance from host country governments, creating sovereign policy dependencies that complicate project financing and investor commitment for long-duration infrastructure assets.
Offshore CO2 Storage Network Expansion
Offshore CO2 geological storage network expansion in the North Sea, Norwegian Continental Shelf, and other proven sedimentary basins presents a transformational infrastructure development opportunity as European industrial decarbonization mandates create growing demand for permanent CO2 sequestration capacity. Multiple offshore CO2 storage project development programs are in active permitting and financing stages, requiring substantial subsea pipeline, injection well, and monitoring infrastructure investment. First-mover infrastructure developers securing offshore storage licenses and building transport network connections are establishing strategic competitive moats in European industrial CCUS supply chains.
Public Acceptance and Safety Concerns
Public acceptance challenges and safety concerns regarding onshore CO2 pipeline infrastructure routing and high-pressure storage facility siting represent project development risks that can cause significant delays, route modifications, and cost escalations for CO2 transport infrastructure projects. Incidents involving CO2 pipeline ruptures and high-concentration CO2 exposure hazards have heightened community opposition to new pipeline corridors. Emergency response planning requirements and safety buffer zone regulations for CO2 infrastructure sites create additional land use complexity that constrains preferred routing options and elevates project development costs in densely populated industrial regions.
COVID-19 had limited direct impact on CO2 transport infrastructure development given the sector's pre-commercial status during the pandemic period, but post-pandemic green recovery stimulus substantially accelerated government commitments to CCUS cluster development programs that generate CO2 transport infrastructure investment demand. Pandemic-era supply chain analysis highlighted the strategic importance of domestic low-carbon industrial transformation, strengthening political support for large-scale CCUS infrastructure co-investment programs that are materializing as project construction pipelines.
The monitoring equipment segment is expected to be the largest during the forecast period
The monitoring equipment segment is expected to account for the largest market share during the forecast period, due to mandatory deployment across all CO2 pipeline and storage facility types for regulatory compliance, leak detection, and pressure integrity verification. Advanced fiber optic distributed sensing systems, satellite-based CO2 detection, and real-time wellhead monitoring platforms are required throughout the CO2 transport infrastructure value chain from capture facility outlet to geological storage formation. Growing regulatory requirements for continuous monitoring and reporting of CO2 storage site integrity are expanding the monitoring equipment deployment scope and creating substantial recurring consumables and service revenue streams.
The pipeline transport segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the pipeline transport segment is predicted to witness the highest growth rate, driven by large-scale CO2 transport network construction programs in Europe and North America linking industrial emitter clusters to offshore and onshore geological storage sites. Pipeline infrastructure offers the most cost-effective CO2 transport economics at volumes generated by industrial cluster configurations, creating strong investment justification for shared infrastructure networks. Government financing for backbone CO2 pipeline corridor development is reducing private sector investment risk and accelerating project timelines across multiple major CCUS cluster programs simultaneously.
During the forecast period, the Europe region is expected to hold the largest market share, due to advanced CO2 transport and storage regulatory frameworks, active offshore CO2 storage project development in the North Sea and Norwegian Continental Shelf, and substantial government co-investment in industrial CCUS cluster infrastructure. Norway's Northern Lights CO2 transport and storage project represents the world's first commercial cross-border CO2 shipping and offshore storage operation, establishing infrastructure precedent. European industrial emitters facing the highest carbon prices globally have the strongest economic incentive for CO2 transport infrastructure utilization.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to growing industrial CCUS program development in Japan, South Korea, and Australia, government investment in domestic CO2 transport infrastructure feasibility and pilot programs, and emerging offshore CO2 storage capacity development. Japan's CCUS roadmap includes dedicated CO2 shipping and offshore storage infrastructure investment targets. Australia's substantial offshore geological storage potential and government CCUS support programs are attracting infrastructure development investment from domestic and international energy companies.
Key players in the market
Some of the key players in CO2 Transport Infrastructure Market include Enbridge Inc., TC Energy, Kinder Morgan, Williams Companies, Snam S.p.A., Gazprom, Shell Plc, ExxonMobil, TotalEnergies, Equinor ASA, Aker Solutions, Saipem, Technip Energies, Worley, McDermott International, Baker Hughes, Schlumberger, and Linde Plc.
In March 2026, Technip Energies secured an engineering contract for subsea CO2 pipeline and injection manifold infrastructure connecting the HyNet North West industrial cluster to offshore storage.
In February 2026, Aker Solutions completed front-end engineering for a large-scale offshore CO2 injection system designed for permanent geological sequestration in the Norwegian Continental Shelf.
In January 2026, Equinor ASA commenced first commercial CO2 injection operations at its Northern Lights offshore storage site, accepting industrial CO2 shipments from Belgian cement and waste-to-energy facilities.
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.