![]() |
市场调查报告书
商品编码
1970900
排碳权市场-全球产业规模、份额、趋势、机会和预测:按应用、计划类型、地区和竞争格局划分,2021-2031年Carbon Credit Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Application, By Project Type, By Region & Competition, 2021-2031F |
||||||
全球排碳权市场预计将经历显着成长,从 2025 年的 79.6 亿美元成长到 2031 年的 199.9 亿美元,复合年增长率为 16.59%。
该市场作为一个交易系统运作,营业单位透过取得可交易的碳排放证书来证明其已减少或避免了相当于一吨二氧化碳的排放,从而抵消自身的排放。该领域的扩张主要得益于各国政府更严格的监管以及私营企业为实现净零排放永续性目标而加强的战略努力。世界银行报告称,全球碳定价收入将在2024年达到创纪录的1,040亿美元,显示碳定价机制在全球经济中得到了广泛应用,也凸显了这些金融工具的巨大规模。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 79.6亿美元 |
| 市场规模:2031年 | 199.9亿美元 |
| 复合年增长率:2026-2031年 | 16.59% |
| 成长最快的细分市场 | 综合计划 |
| 最大的市场 | 欧洲 |
然而,碳信用市场在信用品质的完整性和检验方面面临许多重大障碍。普遍存在的对「绿色清洗的担忧,以及缺乏统一的全球额外性衡量标准,造成了不确定性,并阻碍了机构投资。这种缺乏标准化透明度的做法,使得检验过程复杂化,并经常导致价格波动,从而阻碍了排碳权作为一种可信的气候变迁减缓机制被广泛接受。
企业加速推动碳中和及净零排放目标,从根本上改变了该产业的需求结构。领先的企业集团正日益将永续性发展融入其核心业务,以降低声誉风险并应对投资者压力,并将高品质碳抵销的采购作为其转型策略的核心要素。根据净零追踪机构(Net Zero Tracker)于2024年9月发布的报告《2024年净零盘点》(Net Zero Stocktake 2024),《富比士》全球2000强企业中设定净零排放目标的企业数量年增23%。自愿承诺的激增促使更多企业寻求检验的碳信用额,以抵消那些难以即时减少的剩余排放。这确保了不受经济波动影响的稳定需求,并确保了脱碳计划的资金持续流入。
同时,政府主导的排放交易机制的扩展提供了法规结构,既能强制工业企业遵守排放标准,又能促进价格发现。这些合规市场正从孤立的试验计画发展成为健全的地方机制,既能进行配额交易,又能设定排放上限。国际碳行动伙伴关係(ICAP)在2024年4月发布的报告《2024年全球排放交易现况》中指出,目前已有36个排放交易机制投入运行,涵盖了全球约18%的温室气体排放。这些法律要求的严格性确保了交易活动的最低门槛,并为支持自愿参与部门奠定了基础。伦敦证券交易所集团(LSEG)的数据显示,在2024年之前的一年里,全球碳市场交易达到了创纪录的8,810亿欧元。
缺乏统一的全球标准以及信用品质检验方面反覆出现的问题,对全球排碳权市场的扩张构成了重大障碍。当买家对碳移除或规避声明的合法性感到不确定性时,他们往往会推迟或撤回投资,以避免因「绿色清洗而带来的声誉风险。缺乏一致的检验通讯协定造成了交易环境的波动,使得准确的价格发现变得困难,并阻碍了大规模机构投资者的参与。
因此,这种信心的缺失直接降低了市场流动性,并减少了交易量。根据Ecosystem Marketplace预测,2024年自愿碳市场的年交易量将较上年度缩减至7.23亿美元,这一急剧下降的主要原因是买家对计划品质和调查方法持谨慎态度。资金流动的萎缩表明,如果没有透明且标准化的机制来保证额外性,市场仍将容易受到质疑。无法保证碳信用额的品质导致买家谨慎行事,直接阻碍了该行业走向成熟所需的动力。
向高耐久性碳移除信用额度的转变正在从根本上改变市场的产品偏好。买家越来越倾向于选择能够将碳封存数百年的计划,例如直接大气捕获和生物炭,以降低「绿色清洗」风险并确保长期的气候影响。这种转变体现在对能够提供检验的永久性的工程解决方案的需求激增,儘管这些方案价格更高。根据CDR.fyi于2025年2月发布的《2024年度回顾》,2024年全球高耐久性碳移除信用额度的购买量将达到约800万吨,这表明市场正从低品质的排放方案转向能够提供清晰的地质和生物封存的资产类别。
同时,根据《巴黎协定》第六条启动的交易机制正在为符合国际标准的交易建立一个稳健的框架。这项进展使各国能够交换国际转移减排成果(ITMO)以履行国家自主贡献(NDC),并创建了一个新的主权需求层,与自愿性企业购买形成互补。这些交易所需的严格授权程序正在为整个生态系统的信用完整性和透明度设定更高的标准。根据拉扎德·沃特金斯(Lazard Watkins)2025年9月发布的关于新加坡实施协议的最新报告,新加坡政府已宣布签订一份217.5万吨符合第六条规定的信用合同,凸显了双边实施协议在促进跨境流动性方面发挥的新作用。
The Global Carbon Credit Market is projected to experience substantial growth, rising from a valuation of USD 7.96 Billion in 2025 to USD 19.99 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 16.59%. This market operates as a trading system where entities acquire tradable certificates that signify the removal or avoidance of one metric ton of carbon dioxide equivalent, used to offset their specific emissions. The expansion of this sector is primarily driven by strict government regulations enforcing compliance and a growing strategic dedication among private corporations to meet Net Zero sustainability goals. Highlighting the significant financial scale of these instruments, the World Bank reported that global carbon pricing revenues hit a record USD 104 billion in 2024, demonstrating their widespread adoption within the global economy.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 7.96 Billion |
| Market Size 2031 | USD 19.99 Billion |
| CAGR 2026-2031 | 16.59% |
| Fastest Growing Segment | Combination Project |
| Largest Market | Europe |
However, the market faces a major obstacle concerning the integrity and verification of credit quality. Widespread apprehension regarding greenwashing and the lack of a unified global standard for measuring additionality create uncertainty that deters institutional investment. This absence of standardized transparency complicates the validation process and frequently leads to price volatility, thereby hindering the broader acceptance of carbon credits as a dependable mechanism for climate mitigation.
Market Driver
The accelerating momentum of corporate carbon neutrality and net-zero commitments is fundamentally transforming demand dynamics within the sector. Major conglomerates are increasingly embedding sustainability into their core operations to mitigate reputational risks and satisfy investor pressure, making the procurement of high-quality offsets a central component of their transition strategies. According to the Net Zero Tracker's "Net Zero Stocktake 2024" from September 2024, the number of Forbes Global 2000 companies with net zero targets rose by 23 percent compared to the previous year. This surge in voluntary pledges compels companies to seek verified credits for residual emissions that cannot be immediately eliminated, thereby stabilizing demand against economic fluctuations and ensuring continuous capital flow into decarbonization projects.
Concurrently, the expansion of government-mandated cap-and-trade systems provides a regulated framework that enforces industrial compliance and facilitates price discovery. These compliance markets are evolving from isolated pilot programs into robust regional mechanisms that limit total emissions while allowing for the trading of allowances. The International Carbon Action Partnership noted in its April 2024 report, "Emissions Trading Worldwide: 2024 Status Report," that 36 emissions trading systems are currently in force, covering approximately 18 percent of global greenhouse gas emissions. The rigidity of these statutory requirements guarantees a baseline volume of trading activity that supports the voluntary sector, as evidenced by LSEG data indicating that the value of traded global carbon markets reached a record 881 billion Euros in the year preceding 2024.
Market Challenge
The lack of unified global standards and recurring issues regarding the verification of credit quality present a significant barrier to the expansion of the Global Carbon Credit Market. When buyers face uncertainty about the legitimacy of carbon removal or avoidance claims, they often delay or withdraw investment to avoid reputational risks associated with greenwashing. This absence of consistent validation protocols creates a volatile trading environment where accurate price discovery becomes difficult, thereby discouraging large-scale institutional participation.
Consequently, this lack of confidence directly reduces market liquidity and lowers trading volumes. According to Ecosystem Marketplace, the annual value of the voluntary carbon market contracted to USD 723 million in 2024 for the preceding year, a sharp decline attributed largely to buyer caution regarding project quality and methodology. This reduction in financial turnover illustrates that without transparent and standardized mechanisms to ensure additionality, the market remains vulnerable to skepticism. The inability to guarantee credit quality leads to hesitant buyer behavior, directly stalling the momentum necessary for the sector to mature.
Market Trends
A shift toward high-durability carbon removal credits is fundamentally altering product preferences within the market. Buyers are increasingly prioritizing projects that sequester carbon for centuries, such as direct air capture and biochar, to mitigate greenwashing risks and ensure long-term climate impact. This transition is evident in the surging demand for engineered solutions that offer verifiable permanence despite their higher price point. According to CDR.fyi's "2024 Year in Review" from February 2025, the global purchased volume of high-durability carbon removal credits reached nearly 8 million tonnes in 2024, signifying a move away from low-quality avoidance schemes toward asset classes that provide definitive geological or biological storage.
Simultaneously, the operationalization of trading mechanisms under Article 6 of the Paris Agreement is establishing a robust framework for international compliance trading. This trend enables countries to exchange Internationally Transferred Mitigation Outcomes (ITMOs) to meet their Nationally Determined Contributions, creating a new layer of sovereign demand that complements voluntary corporate purchasing. The rigorous authorization processes required for these trades are setting higher benchmarks for credit integrity and transparency across the broader ecosystem. According to a September 2025 update by Latham & Watkins regarding Singapore's implementation agreements, the Singaporean government announced contracts for 2.175 million tonnes of Article 6-compliant credits, underscoring the emerging role of bilateral implementation agreements in driving cross-border liquidity.
Report Scope
In this report, the Global Carbon Credit 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 Credit Market.
Global Carbon Credit 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: