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市场调查报告书
商品编码
1941145
碳抵销市场-全球产业规模、份额、趋势、机会和预测:按类型、计划类型、最终用户、地区和竞争格局划分,2021-2031年Carbon Offset Market - Global Industry Size, Share, Trends, Opportunities, and Forecast, Segmented By Type, By Project Type, By End-User, By Region & Competition, 2021-2031F |
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全球碳抵销市场预计将从 2025 年的 6,008.3 亿美元成长到 2031 年的 2,3996.5 亿美元,年复合成长率为 25.96%。
这些可交易的商品代表着减少或消除一公吨二氧化碳当量,并被各组织用于抵消其自身无法减少的排放。这一市场的主要驱动力是企业净零排放承诺的增加和政府主导的定价机制的扩展,这两者都持续推高了对减排信用的需求。世界银行指出,随着监管的扩展,到2024年,碳定价机制已涵盖全球约24%的温室气体排放。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 6008.3亿美元 |
| 市场规模:2031年 | 23996.5亿美元 |
| 复合年增长率:2026-2031年 | 25.96% |
| 成长最快的细分市场 | 活力 |
| 最大的市场 | 北美洲 |
儘管碳排放交易市场有所增长,但该行业在核实已发行碳信用额的检验和有效性方面仍面临重大挑战,引发了人们对「绿色清洗」行为的担忧,并削弱了买家的信心。对计划品质日益严格的审查导致交易活动显着下降,相关人员仍在等待更完善的管治标准。因此,Ecosystem Marketplace报告称,到2024年,自愿碳市场的总交易额将下降29%至5.35亿美元,并将这一下降直接归因于持续存在的市场挑战。
严格的政府环境法规和净零排放政策的实施是全球碳抵销市场的关键结构性驱动因素。随着各国逐步落实其应对气候变迁的承诺,它们建立了排放减排的合规机制,从而产生可观的收入,并构成了对减排信用额度的需求基础。这种监管压力迫使高排放产业将碳定价纳入其财务模式,使市场从自愿参与转向具有法律约束力的义务。世界银行在其2024年5月发布的报告《2024年碳定价现状与趋势》中强调,2023年全球碳排放税和排放交易机制的收入达到创纪录的1040亿美元,证实了碳市场正成为监管合规的重要工具。
同时,企业对环境、社会和治理(ESG)以及永续发展框架的日益重视,推动了对符合相关人员期望的高品质碳抵销的需求。各组织正积极与科学的脱碳路径保持一致,其内部减排计画需要碳信用来抵销剩余排放。根据科学碳目标倡议(SBTi)于2024年3月发布的《2023年监测报告》,2023年设定经检验的科学碳目标的公司数量增加了102%。儘管市场估值有所调整,但这些措施的激增仍然推动了对碳信用的实际需求。 MSCI报告称,2024年自愿碳市场註销的碳信用额数量较2023年增长了6%,凸显了碳抵消在企业策略中的重要作用。
已发行碳信用额的检验和完整性方面存在挑战,这直接阻碍了全球碳抵消市场的成长,损害了交易所必需的信任。在对「绿色清洗」行为审查日益严格的情况下,企业买家变得更加规避风险,越来越多地暂停采购以避免低品质计划带来的声誉风险。这种犹豫不决减缓了市场成长势头,相关人员将全部注意力转向「高诚信度」碳信用额。然而,这些资产目前极度供不应求,实际上冻结了整个市场的流动性,使其无法满足不断增长的预期。
这种供应端的瓶颈体现在符合严格的新国际标准的碳信用额度短缺。根据自愿性碳市场诚信委员会(ICVCM)的数据,在其核心碳原则(CCP)下核准的碳信用额度在2025年达到5,100万单位,仅占2024年市场总发行量的约4%。这项数据表明,现有库存的大部分尚未获得买家目前要求的「高诚信度」认证,这也直接解释了交易活动下降的原因,因为企业都在等待更多经过检验且可靠的碳信用额度供应。
《巴黎协定》第六条下交易机制的运作正在改变市场动态,它建构了一个由国家担保的合规层,并与自愿性倡议相契合。这一趋势正引领产业走向统一的全球交易架构,该架构授权转移碳信用额以满足各国的国家自主贡献(NDC),从而降低重复累计的风险并提高资产的有效性。这种监管的清晰性正在促进政府间伙伴关係,并推动建立一种更具公信力的新型「已调整的」碳信用资产类别。根据佛罗伦斯监管科学学院2025年10月发布的报告《先导计画。
同时,采购策略已从现货市场转向长期承购合同,使买家能够在确保稀缺优质库存的同时,对冲价格波动风险。与过去依赖现成的现货碳信用不同,这种采购模式采用多年远期合约提前推进计划开发,尤其适用于资本密集工程碳移除技术。这种结构性演变将即时性碳移除的总采购量增加了 78%,达到约 800 万吨。同时,实际的实体供应量仍远低于此,约 31.8 万吨。
The Global Carbon Offset Market is projected to expand from a valuation of USD 600.83 Billion in 2025 to USD 2399.65 Billion by 2031, reflecting a CAGR of 25.96%. These tradeable instruments, which represent the reduction or removal of one metric ton of carbon dioxide equivalent, are utilized by organizations to counterbalance emissions that cannot be eliminated internally. The market is fundamentally propelled by the rise in corporate net-zero pledges and the broadening of government-mandated pricing schemes, both of which generate sustained demand for mitigation credits. Reflecting this regulatory expansion, the World Bank noted in 2024 that carbon pricing instruments had grown to cover approximately 24% of global greenhouse gas emissions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 600.83 Billion |
| Market Size 2031 | USD 2399.65 Billion |
| CAGR 2026-2031 | 25.96% |
| Fastest Growing Segment | Energy |
| Largest Market | North America |
Despite this growth, the sector faces significant hurdles regarding the verification and integrity of issued credits, which has sparked "greenwashing" concerns and eroded buyer confidence. This scrutiny over project quality has led to a measurable decrease in trading activity as stakeholders pause to await stronger governance standards. Consequently, Ecosystem Marketplace reported in 2024 that the total transaction value of the voluntary carbon market fell by 29% to $535 million, a decline directly attributed to these persistent market challenges.
Market Driver
The enforcement of strict government environmental regulations and net-zero policies acts as a primary structural driver for the Global Carbon Offset Market. As nations operationalize their climate commitments, they are establishing compliance mechanisms that mandate emission reductions, thereby generating significant revenue and creating a baseline of demand for mitigation credits. This regulatory pressure compels high-emitting sectors to incorporate carbon pricing into their financial models, shifting the market from voluntary participation to legally binding obligations. In its 'State and Trends of Carbon Pricing 2024' report from May 2024, the World Bank highlighted that global revenues from carbon taxes and emissions trading systems hit a record USD 104 billion in 2023, confirming that carbon markets are becoming essential tools for regulatory adherence.
Concurrently, the increasing corporate adoption of ESG and sustainability frameworks is boosting demand for high-quality offsets to meet stakeholder expectations. Organizations are aggressively aligning with scientific decarbonization pathways, necessitating credits to compensate for residual emissions that internal abatement measures cannot yet resolve. According to the Science Based Targets initiative's 'SBTi Monitoring Report 2023' released in March 2024, the number of corporations with validated science-based targets rose by 102% in 2023. This surge in commitment drives physical demand for credits despite market valuation corrections; MSCI reported in 2024 that the volume of carbon credits retired in the voluntary market increased by 6% throughout 2023, underscoring the critical role of offsets in corporate strategies.
Market Challenge
The challenge surrounding the verification and integrity of issued credits is directly impeding the growth of the Global Carbon Offset Market by eroding the trust essential for trade. As scrutiny regarding "greenwashing" intensifies, corporate buyers have become increasingly risk-averse, often pausing procurement to avoid the reputational damage associated with low-quality projects. This hesitation has stalled market momentum as stakeholders pivot their focus entirely toward "high-integrity" credits; however, these assets are currently in extremely short supply, effectively freezing liquidity for the broader market that fails to meet these elevated expectations.
This supply-side bottleneck is clearly quantified by the scarcity of credits that qualify under new, stringent global standards. According to the Integrity Council for the Voluntary Carbon Market (ICVCM), the volume of credits approved under its Core Carbon Principles (CCPs) reached 51 million in 2025, representing only about 4% of the total issued market volume from 2024. This statistic indicates that the vast majority of existing inventory does not yet carry the high-integrity label buyers now demand, directly explaining the contraction in trading activity as corporations wait for a larger pool of verified and trustworthy credits to become available.
Market Trends
The operationalization of Article 6 trading mechanisms under the Paris Agreement is transforming market dynamics by creating a sovereign-backed compliance layer that integrates with voluntary activities. This trend is guiding the sector toward a cohesive global trading architecture where countries authorize credit transfers to meet Nationally Determined Contributions, thereby mitigating double-counting risks and enhancing asset validity. This regulatory clarity is accelerating government-to-government partnerships and establishing a new asset class of "correspondingly adjusted" credits that command higher confidence. According to the Florence School of Regulation's October 2025 report, 'Carbon Markets under Article 6 of the Paris Agreement', 97 bilateral agreements between 59 countries were adopted by March 2025, with 155 pilot projects recorded under Article 6.2.
Simultaneously, there is a strategic shift from spot market purchases to long-term offtake agreements, allowing buyers to hedge against price volatility and secure scarce high-quality inventory. Unlike the historic reliance on readily available spot credits, this procurement model involves multi-year forward contracts that finance project development upfront, particularly for capital-intensive engineered removal technologies. This structural evolution separates immediate liquidity from future supply security, enabling buyers to lock in prices for credits to be delivered years later. CDR.fyi reported in February 2025, in its '2024 Year in Review', that the total volume of durable carbon removal purchased grew by 78% to nearly 8 million tonnes in 2024 due to these forward commitments, while actual physical deliveries remained significantly lower at approximately 318,000 tonnes.
Report Scope
In this report, the Global Carbon Offset Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Carbon Offset Market.
Global Carbon Offset Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: