封面
市场调查报告书
商品编码
1968484

直接空气回收市场-全球产业规模、份额、趋势、机会、预测:按技术、最终用户、地区和竞争格局划分,2021-2031年

Direct Air Capture Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Technology, By End User, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 182 Pages | 商品交期: 2-3个工作天内

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简介目录

全球直接空气捕获 (DAC) 市场预计将从 2025 年的 6,121 万美元增长到 2031 年的 7,935 万美元,复合年增长率为 4.42%。

直接空气捕获(DAC)技术涵盖直接从大气中去除二氧化碳并将其用于永久地下储存或商业用途的系统。该市场的主要驱动力是实现全球净零排放的迫切性,因为DAC被视为航空和重工业等难以减排产业排放的关键手段。此外,政府扶持政策(例如基础设施建设资金和税收优惠)的强有力结构性支持,以及企业为实现永续性目标而对高质量碳捕获额度的日益增长的需求,也促进了该行业的增长。

市场概览
预测期 2027-2031
市场规模:2025年 6121万美元
市场规模:2031年 7935万美元
复合年增长率:2026-2031年 4.42%
成长最快的细分市场 固体DAC
最大的市场 北美洲

儘管有这些有利因素,但目前的二氧化碳捕集方法需要高能耗和大量资本投入,这严重阻碍了市场的快速商业性扩张。近期营运数据也印证了这个发展初期阶段。根据国际能源总署(IEA)预测,到2024年,全球将有27座直接空气捕获(DAC)工厂运作中,年二氧化碳捕集总合二氧化碳捕集。因此,克服这些经济和技术障碍对于该技术从实验性先导计画发展成为全球广泛采用的解决方案至关重要。

市场驱动因素

政府支持政策和财政奖励是直接空气捕获领域的关键驱动力,能够有效降低新兴计划的风险,并缩小与合成燃料生产相关的成本差距。这些公共资金机制对于弥合示范阶段和商业性可行性之间的差距至关重要,使开发商能够获得建造大型设施所需的必要资金。近期联邦政府的拨款清楚地表明了这种结构性支持。根据西方石油公司2024年9月发布的新闻稿《1PointFive的南德克萨斯直接空气捕获中心获得美国能源局资助》,美国能源局清洁能源示范办公室决定提供高达5亿美元的资金,以支持南德克萨斯直接空气捕获中心的建设。此类投资为该技术的实际应用奠定了基础,并鼓励私营部门的进一步参与。

同时,随着各大机构寻求高可靠性的碳移除额度来抵销剩余排放,企业净零排放承诺和脱碳目标的加速推进正显着推动市场成长。这种需求的激增为碳移除创造了强劲的商业环境,促进了长期承购合约的签订,而这些合约对于资金筹措计划的开工至关重要。领先的科技公司正在推动这一趋势;例如,1PointFive在2024年7月宣布,微软已同意在未来六年内从其Stratos工厂购买50万吨碳移除额度。除了企业间交易外,实际部署的进展也反映了该领域的进步。例如,Climworks位于冰岛的Mammoth工厂于2024年正式运作,该工厂每年可捕获高达3.6万吨二氧化碳。

市场挑战

直接空气捕集(DAC)设施需要大量的资本投入和高能耗,这极大地阻碍了市场的快速扩张。现有的捕集製程需要消耗大量能源才能从大气中分离出低浓度的二氧化碳,导致营运成本高。这些资金需求对潜在的开发商构成了进入门槛,并限制了其大规模部署的经济可行性,使其无法与资本密集度较低的碳减排策略相提并论。因此,该技术仍处于试点阶段,尚未实现大规模商业化,有效地延缓了其从利基应用向主流工业解决方案的转变。

这种经济负担反映在当前的定价结构中,使得企业难以在广大的排碳权市场中竞争。根据国际能源总署(IEA)的数据,到2023年,二氧化碳捕集初始直接大气捕集技术的均等化成本将在每吨600至1000美元之间。这种价格差异阻碍了成本敏感型重工业部门对该技术的应用,并减缓了基础设施优化和透过规模经济降低成本所需的投资流动。

市场趋势

利用捕获的碳生产永续航空燃料 (SAF) 的广泛应用,正从根本上改变全球直接大气捕获 (DAC) 市场,开闢出超越地下储存的高价值商业性途径。这一趋势的特点是将捕获设施与电转液 (P2L) 技术相结合,从而能够生产对航空业脱碳至关重要的可直接替代合成燃料。开发商正迅速筹集资金筹措,以扩大这些产能,从而验证将大气中的二氧化碳转化为实际产品的经济模式的有效性。例如,在 2024 年 9 月题为「Twelve 宣布获得 6.45 亿美元资金筹措」的新闻稿中,该公司宣布已筹集 6.45 亿美元,用于完成其 AirPlant One 工厂的建设,该工厂将利用捕获的二氧化碳生产永续航空资金筹措。

此外,区域性直接空气捕集(DAC)中心和丛集的建立,标誌着从独立先导计画向共用运输和储存基础设施的综合工业生态系统的策略转变。这种方法使技术提供者能够利用规模经济并获取本地集中的可再生能源资源,这对于降低捕集均衡成本至关重要。联邦政府支持的中心扩建凸显了这种整合,多个设施共存以最大限度地提高营运效率。正如Hayroom Carbon Technologies在2024年6月发布的新闻稿中所述,该公司计划在路易斯安那州西北部建设计画两座设施,其中两座工厂位于Cypress计划中心内,年总合二氧化碳捕集能力为32万吨。

目录

第一章概述

第二章:调查方法

第三章执行摘要

第四章:客户心声

第五章:全球直接空气捕集(DAC)市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依技术分类(固体DAC、液态DAC、电化学DAC)
    • 依最终用户(化学品和燃料、碳矿化、石油和天然气、其他)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

第六章:北美直接空气捕集(DAC)市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国别分析
    • 我们
    • 加拿大
    • 墨西哥

第七章:欧洲直接空气捕集(DAC)市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲:国别分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

第八章:亚太地区直接气捕集(DAC)市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区:国别分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章:中东和非洲直接空气捕集(DAC)市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲:国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章:南美洲直接空气捕捉(DAC)市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲:国别分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章:全球直接空气捕捉(DAC)市场:SWOT分析

第十四章:波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Climeworks AG
  • Carbon Engineering ULC.
  • Heirloom Carbon Technologies, Inc.
  • Soletair Power
  • CarbonCapture Inc.
  • Avnos, Inc.
  • Skytree
  • RepAir Carbon US Inc.
  • Carbyon
  • Zero Carbon Systems

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 26984

The Global Direct Air Capture (DAC) Market is projected to expand from USD 61.21 Million in 2025 to USD 79.35 Million by 2031, registering a compound annual growth rate (CAGR) of 4.42%. DAC technology encompasses systems designed to remove carbon dioxide directly from the atmosphere for either permanent geological sequestration or commercial application. The market is fundamentally driven by the worldwide urgency to reach net-zero emissions, as DAC provides a vital mechanism for decarbonizing hard-to-abate sectors like aviation and heavy industry. Additionally, the sector benefits from robust structural support through favorable government policies, such as infrastructure funding and tax incentives, as well as increasing corporate demand for high-quality carbon removal credits needed to fulfill sustainability mandates.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 61.21 Million
Market Size 2031USD 79.35 Million
CAGR 2026-20314.42%
Fastest Growing SegmentSolid DAC
Largest MarketNorth America

Despite these drivers, the rapid commercial scaling of the market faces significant hurdles due to the high energy intensity and substantial capital expenditures required for current capture methods. This early stage of development is highlighted by recent operational data; according to the International Energy Agency (IEA), there were 27 commissioned DAC plants worldwide in 2024, possessing a combined capture capacity of approximately 0.01 million tonnes of carbon dioxide annually. Consequently, overcoming these economic and technical obstacles is crucial for the technology to evolve from experimental pilot projects into a widely deployed global solution.

Market Driver

Supportive government policies and financial incentives serve as the main drivers for the Direct Air Capture sector, effectively de-risking nascent projects and narrowing the cost gap associated with synthetic fuel production. These public funding mechanisms are critical for bridging the divide between demonstration phases and commercial viability, enabling developers to secure the capital necessary for large-scale facilities. This structural support is exemplified by recent federal allocations; according to Occidental's September 2024 press release regarding the '1PointFive's South Texas Direct Air Capture Hub Awarded U.S. Department of Energy Funding,' the U.S. Department of Energy's Office of Clean Energy Demonstrations committed up to $500 million to assist in developing the South Texas Direct Air Capture Hub. Such investments validate the technology and stimulate further private sector participation.

Simultaneously, the acceleration of corporate net-zero pledges and decarbonization targets significantly propels market growth, as major organizations seek high-integrity removal credits to neutralize residual emissions. This surge in demand facilitates the long-term offtake agreements that bankable projects require to begin construction, creating a robust commercial environment for carbon removal. Leading technology firms are spearheading this trend; for instance, 1PointFive announced in July 2024 that Microsoft agreed to purchase 500,000 metric tons of carbon dioxide removal credits over six years from the Stratos facility. Beyond corporate deals, physical deployment milestones highlight the sector's progress, as evidenced by Climeworks officially inaugurating its Mammoth plant in Iceland in 2024, which boasts a nominal capture capacity of up to 36,000 tons of CO2 per year.

Market Challenge

The substantial capital investment and high energy intensity required for Direct Air Capture (DAC) facilities significantly impede rapid market expansion. Existing capture processes necessitate large amounts of energy to separate low-concentration carbon dioxide from the ambient atmosphere, resulting in elevated operational expenditures. These financial requirements create a formidable barrier to entry for potential developers and limit the economic feasibility of large-scale deployment compared to less capital-intensive carbon mitigation strategies. As a result, the technology remains largely confined to pilot phases rather than achieving mass commercialization, effectively delaying its transition from niche applications to a mainstream industrial solution.

This economic burden is reflected in current pricing structures, which struggle to compete within the broader carbon credit market. According to the International Energy Agency, the levelized cost of capturing carbon dioxide through early-stage direct air capture technologies in 2023 ranged from USD 600 to USD 1,000 per tonne. This pricing disparity discourages widespread adoption by cost-sensitive heavy industries, thereby stalling the investment flow required to optimize infrastructure and reduce unit costs through economies of scale.

Market Trends

The increasing utilization of captured carbon for sustainable aviation fuels (SAF) is fundamentally altering the Global Direct Air Capture (DAC) Market by creating a high-value commercial pathway beyond geological sequestration. This trend is characterized by the integration of capture facilities with power-to-liquid technologies, enabling the production of drop-in synthetic fuels that are critical for decarbonizing the aviation sector. Developers are rapidly securing capital to scale these production capabilities, validating the economic model of transforming atmospheric CO2 into tangible products. For instance, according to a September 2024 press release titled 'Twelve Announces $645 Million in Funding,' the company secured $645 million in financing to complete its AirPlant One facility, which is designed to produce sustainable aviation fuel from captured carbon dioxide.

Additionally, the establishment of regional Direct Air Capture hubs and clusters represents a strategic shift from standalone pilot projects to integrated industrial ecosystems that share transport and storage infrastructure. This approach allows technology providers to leverage economies of scale and access regionally concentrated renewable energy resources, which are essential for reducing the levelized cost of capture. The expansion of federally supported hubs highlights this consolidation, where multiple facilities co-locate to maximize operational efficiency. As noted in a June 2024 press release by Heirloom Carbon Technologies regarding plans to build two facilities in Northwest Louisiana, the company intends to construct two plants within the Project Cypress hub with a combined annual capture capacity of 320,000 tonnes of carbon dioxide.

Key Market Players

  • Climeworks AG
  • Carbon Engineering ULC.
  • Heirloom Carbon Technologies, Inc.
  • Soletair Power
  • CarbonCapture Inc.
  • Avnos, Inc.
  • Skytree
  • RepAir Carbon US Inc.
  • Carbyon
  • Zero Carbon Systems

Report Scope

In this report, the Global Direct Air Capture (DAC) Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Direct Air Capture (DAC) Market, By Technology

  • Solid DAC
  • Liquid DAC
  • Electrochemical DAC

Direct Air Capture (DAC) Market, By End User

  • Chemicals & Fuels
  • Carbon Mineralization
  • Oil & Gas
  • Others

Direct Air Capture (DAC) Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Direct Air Capture (DAC) Market.

Available Customizations:

Global Direct Air Capture (DAC) 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:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Direct Air Capture (DAC) Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Technology (Solid DAC, Liquid DAC, Electrochemical DAC)
    • 5.2.2. By End User (Chemicals & Fuels, Carbon Mineralization, Oil & Gas, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Direct Air Capture (DAC) Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Technology
    • 6.2.2. By End User
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Direct Air Capture (DAC) Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Technology
        • 6.3.1.2.2. By End User
    • 6.3.2. Canada Direct Air Capture (DAC) Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Technology
        • 6.3.2.2.2. By End User
    • 6.3.3. Mexico Direct Air Capture (DAC) Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Technology
        • 6.3.3.2.2. By End User

7. Europe Direct Air Capture (DAC) Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Technology
    • 7.2.2. By End User
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Direct Air Capture (DAC) Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Technology
        • 7.3.1.2.2. By End User
    • 7.3.2. France Direct Air Capture (DAC) Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Technology
        • 7.3.2.2.2. By End User
    • 7.3.3. United Kingdom Direct Air Capture (DAC) Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Technology
        • 7.3.3.2.2. By End User
    • 7.3.4. Italy Direct Air Capture (DAC) Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Technology
        • 7.3.4.2.2. By End User
    • 7.3.5. Spain Direct Air Capture (DAC) Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Technology
        • 7.3.5.2.2. By End User

8. Asia Pacific Direct Air Capture (DAC) Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Technology
    • 8.2.2. By End User
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Direct Air Capture (DAC) Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Technology
        • 8.3.1.2.2. By End User
    • 8.3.2. India Direct Air Capture (DAC) Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Technology
        • 8.3.2.2.2. By End User
    • 8.3.3. Japan Direct Air Capture (DAC) Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Technology
        • 8.3.3.2.2. By End User
    • 8.3.4. South Korea Direct Air Capture (DAC) Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Technology
        • 8.3.4.2.2. By End User
    • 8.3.5. Australia Direct Air Capture (DAC) Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Technology
        • 8.3.5.2.2. By End User

9. Middle East & Africa Direct Air Capture (DAC) Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Technology
    • 9.2.2. By End User
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Direct Air Capture (DAC) Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Technology
        • 9.3.1.2.2. By End User
    • 9.3.2. UAE Direct Air Capture (DAC) Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Technology
        • 9.3.2.2.2. By End User
    • 9.3.3. South Africa Direct Air Capture (DAC) Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Technology
        • 9.3.3.2.2. By End User

10. South America Direct Air Capture (DAC) Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Technology
    • 10.2.2. By End User
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Direct Air Capture (DAC) Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Technology
        • 10.3.1.2.2. By End User
    • 10.3.2. Colombia Direct Air Capture (DAC) Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Technology
        • 10.3.2.2.2. By End User
    • 10.3.3. Argentina Direct Air Capture (DAC) Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Technology
        • 10.3.3.2.2. By End User

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Direct Air Capture (DAC) Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Climeworks AG
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Carbon Engineering ULC.
  • 15.3. Heirloom Carbon Technologies, Inc.
  • 15.4. Soletair Power
  • 15.5. CarbonCapture Inc.
  • 15.6. Avnos, Inc.
  • 15.7. Skytree
  • 15.8. RepAir Carbon US Inc.
  • 15.9. Carbyon
  • 15.10. Zero Carbon Systems

16. Strategic Recommendations

17. About Us & Disclaimer