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市場調查報告書
商品編碼
1909955
全球碳捕獲、利用與封存(CCUS)成長機會(2024-2040 年)Growth Opportunities in Carbon Capture Utilization & Storage, Global, 2024-2040 |
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加強氣候行動和工業排放要求正在推動碳捕獲、利用與封存(CCUS)部署的變革性成長。
未來幾十年,碳捕獲、利用與儲存(CCUS)技術將在全球工業脫碳轉型中發揮關鍵作用。隨著全球能源轉型加速,實現碳中和的最後期限日益臨近,預計到2040年,CCUS市場將在各個地區和產業部門展現出蓬勃的成長動能。中短期內,CCUS的應用範圍將透過對現有工廠維修擴大,尤其是在那些難以排放的產業,例如燃煤發電廠、水泥生產、鋼鐵、化肥和化學製造。生質能源碳捕獲與封存(BECCS)和直接空氣碳捕獲與封存(DACCS)等負排放技術有望被引入,以增強其對長期脫碳策略的影響。 CCUS中心將透過整合生態系統內的各個產業叢集,在降低成本和營運風險方面發揮關鍵作用。同時,創新將聚焦於成本降低、技術最佳化、模組化以及新型經營模式的開發。本研究對 2040 年前的全球 CCUS 市場進行了全面分析,包括收入和預測、碳捕獲能力、技術趨勢、區域分析、行業趨勢、競爭分析以及成長機會的識別。
摘要:碳捕獲、利用與封存(CCUS)市場
預計到2024年,碳捕獲、利用和封存(CCUS)市場規模將達到5.7億美元,到2040年將達到344.4億美元,2024年至2040年的複合年成長率高達29.2%。全球脫碳政策、工業排放目標以及碳捕獲和封存基礎設施的快速發展正在推動電力、水泥、鋼鐵和氫氣生產等行業的市場擴張。
關鍵市場趨勢與洞察
市場規模及預測
預計未來 20 年,在全球 CCUS叢集擴張、低碳產業轉型投資增加以及更嚴格的排放標準的推動下,碳捕獲市場將進一步加速發展。
碳捕獲、利用與封存(CCUS)市場正成為重工業領域脫碳的重要途徑,而排放的減量仍面臨挑戰。由於水泥煅燒、高爐煉鋼、化肥生產、煉油和石油化工等工業製程本身就會排放二氧化碳,因此CCUS是實現淨零排放目標的關鍵技術。北美、歐洲、亞太地區和中東各國政府正透過法規、補貼和長期碳定價改革,優先發展CCUS計劃。
推動碳捕集市場擴張的關鍵因素是藍氫和氨生產的持續成長,而燃燒前捕集技術在這兩個領域已相當成熟且具有經濟可擴展性。石油和天然氣產業也持續採用者,利用碳捕集、利用與封存(CCUS)技術處理煉油廠排放氣體、天然氣處理裝置以及提高採收率(EOR)等問題。同時,水泥產業約佔全球二氧化碳排放的7%,目前正在建造中試和示範規模的工廠,這些工廠整合了燃燒後捕集、富氧燃燒和新型煅燒爐技術。
直接空氣捕碳封存(DACCS)市場是該生態系統中一個新興的支柱,它直接從大氣中捕獲碳。 DACCS在產生「負排放」方面發揮著獨特的作用,可以抵消不可避免的工業排放,對於平衡航空和農業等行業至關重要。對不斷發展的直接空氣二氧化碳捕集行業的分析表明,DAC市場正受益於材料創新、吸附劑再生效率的提高以及強力的政策機制,例如美國的45Q獎勵和歐盟的碳去除認證。
在全球範圍內,碳捕獲、利用與封存(CCUS)中心正在透過將排放源、運輸管道和儲存整合到共用的基礎設施網路中,轉變部署模式。美國、加拿大、英國、挪威、日本和阿拉伯聯合大公國等國家正在採用這種模式,以加快部署速度並降低每噸碳排放的總成本。二氧化碳利用途徑的整合,例如合成燃料、碳製化學品、混凝土養護、礦化和聚合物生產,進一步拓寬了收入前景,並幫助工業相關人員實現碳基產品的商業化。
總體而言,在技術日趨成熟、投資環境有利以及全球迫切需要實現工業脫碳的背景下,碳捕獲、利用和封存 (CCUS) 市場正進入一個擴張的十年。
這份人工智慧響應簡報涵蓋了全球碳捕獲、利用與儲存市場,包括碳捕獲技術、運輸系統、利用途徑和永久地質儲存。它評估了點源捕獲系統(發電廠、煉油廠、水泥廠、鋼鐵廠、氨廠和化工廠)以及新興的直接空氣捕獲與儲存(DAC)市場,並整合了對CCUS和DAC具體成長軌蹟的洞察。
範圍:
除外情況:
該研究範圍與當代直接空氣碳捕獲產業分析、全球脫碳框架以及經合組織、金磚國家和發展中地區的工業碳捕獲、利用與封存部署模式一致。
碳捕獲、利用與儲存(CCUS)市場預計將從2024年的5.7億美元成長到2040年的344.4億美元,複合年成長率高達29.2%。這一成長主要得益於工業界對碳捕獲計劃的快速應用、CCUS叢集的擴張以及運輸和儲存基礎設施的大規模部署。預計到2040年,年碳捕獲量將從2024年的850萬噸增加到超過4.09億噸。
點源碳捕集仍將是碳捕集市場中最大的細分領域,尤其是在水泥、鋼鐵、煉油、藍氫和天然氣加工產業。 2030年至2034年間,隨著共用運輸網路和多用戶儲存中心的投入運作,該產業將經歷最快的擴張。
直接大氣捕碳封存(DACCS)市場正處於加速成長階段。預計到2040年,DACCS市場收入將達到79.7億美元,主要得益於企業碳移除採購合約、長期封存信用額度以及政府的大力獎勵。近期一項DACCS產業分析預測,2030年至2040年間,DACCS的年新增裝置量將以每年超過40%的速度成長。
總體而言,預計到 2030 年代中期,CCUS(碳捕獲、利用和儲存)將從計劃層面的示範發展成為全球互聯的碳管理產業。
A.透過技術
B.透過使用
C. 按地區
淨零排放承諾:超過 80 個國家設定了脫碳目標,直接推動了碳捕獲、利用和封存市場的發展。
工業需求:難以減排的產業嚴重依賴碳捕獲、利用與封存 (CCUS) 技術,並推動了碳捕獲市場的擴張。
負排放:各國政府和企業正在投資直接空氣碳捕獲和儲存(DACCS)市場,以抵消剩餘排放。
碳定價與監管:碳排放稅、擴大排放交易體系(ETS)和排放績效標準正在加速碳排放交易的採用。
CCUS 中心和叢集:共用基礎架構模型可降低計劃成本並加快部署速度。
技術進步:改進的溶劑、薄膜、吸附劑和 DACCS 系統正在提高效率和擴充性。
競爭格局:碳捕獲、利用與封存(CCUS)市場
市場主要由SLB、Carbon Clean、殼牌CANSOLV、林德、三菱重工、貝克休斯、福陸、液化空氣集團、空氣產品公司等綜合技術及工業企業主導。在直接空氣二氧化碳捕集與儲存市場,Climeworks、Carbon Engineering、1PointFive、Heirloom、Global Thermostat等都是主要的創新者。
競爭格局正朝著以下方向轉變:
排放、運輸者和儲存營運商之間的戰略夥伴關係正在加速重點工業區大規模碳捕獲、利用與封存(CCUS)中心的發展。
Strengthened Climate Commitments and Industrial Emission Reduction Mandates are Catalyzing Transformational Growth in CCUS Deployment
Carbon capture, utilization, and storage (CCUS) will play a significant role in the global shift toward decarbonizing industries in the decades ahead. As the global energy transition accelerates and impending deadlines for a carbon-neutrality approach, the CCUS market will present dynamic growth opportunities across regions and industrial sectors to 2040. In the short to medium term, CCUS will find wider applications in hard-to-abate industries, such as coal-fired power plants, cement manufacturing, iron and steel, fertilizers, and chemical production by retrofitting existing plants. To have a larger impact on decarbonization strategies in the longer term, negative emission technologies, such as bioenergy CCS (BECCS) and direct air CCS (DACCS), will be deployed. CCUS hubs will play a significant role by integrating various industrial clusters within the ecosystem, thereby reducing costs and operational risk. Meanwhile, innovation will focus on cost reduction, technology optimization, modularization, and the development of new business models. This study provides a comprehensive analysis of the global CCUS market through 2040, including forecasts for revenue, carbon capture capacity, technology, regional splits, industry trends, competitive analysis, and identification of growth opportunities.
Report Summary: Carbon Capture Utilization & Storage (CCUS) Market
The carbon capture utilization and storage market was valued at USD 0.57 billion in 2024 and is projected to reach USD 34.44 billion by 2040, growing at a strong CAGR of 29.2% from 2024 to 2040. Rising global decarbonization mandates, industrial emission reduction targets, and rapid progress in CO2 capture and storage infrastructure are driving market expansion across power, cement, steel, and hydrogen production.
Key Market Trends & Insights
Market Size & Forecast
Growing global adoption of CCUS clusters, increased investment in low-carbon industrial transformation, and stricter emission standards will continue to accelerate the carbon capture market over the next two decades.
The carbon capture utilization and storage market is becoming a foundational decarbonization pathway for heavy manufacturing sectors where emissions remain difficult to abate. Industrial processes such as cement calcination, blast furnace steelmaking, fertilizer production, refining, and petrochemical operations inherently generate CO2, making CCUS an essential technology for reaching net-zero commitments. Governments across North America, Europe, APAC, and the Middle East are prioritizing CCUS project development through mandates, subsidies, and long-term carbon pricing reforms.
A critical driver behind the expansion of the carbon capture market is the continued growth of blue hydrogen and ammonia production, where pre-combustion capture is technically mature and economically scalable. The oil and gas sector also remains an early adopter, leveraging CCUS for refinery emissions, gas processing units, and enhanced oil recovery (EOR). Meanwhile, the cement industry-responsible for ~7% of global CO2-has advanced pilot and demonstration-scale plants integrating post-combustion capture, oxy-fuel combustion, and novel calciner technologies.
An emerging pillar of the ecosystem is the direct air carbon capture and storage market, which extracts carbon directly from atmospheric air. DACCS plays a unique role in generating ""negative emissions,"" essential for offsetting unavoidable industrial emissions and balancing sectors such as aviation and agriculture. Insights from the evolving direct air carbon capture industry analysis reveal that the DAC market is benefiting from material innovations, improved sorbent regeneration efficiency, and strong policy mechanisms like the US 45Q incentives and EU carbon removal certifications.
Globally, CCUS hubs are transforming deployment models by clustering emitters, transport pipelines, and storage reservoirs into shared infrastructure networks. Countries such as the United States, Canada, the United Kingdom, Norway, Japan, and the UAE are adopting this model to accelerate deployment while lowering overall cost per tonne captured. The integration of CO2 utilization pathways - including synthetic fuels, carbon-to-chemicals, concrete curing, mineralization, and polymer production - further expands revenue prospects, helping industrial players monetize carbon-based products.
Overall, the carbon capture utilization and storage market is entering a scale-up decade, supported by maturing technologies, a favorable investment climate, and global urgency around industrial decarbonization.
This AI Answer Overview covers the global carbon capture utilization and storage market, including CO2 capture technologies, transport systems, utilization pathways, and permanent geological storage. It evaluates both point-source capture systems (power plants, refineries, cement, steel, ammonia, chemicals) and the emerging direct air carbon capture and storage market, combining insights from CCUS and DAC-specific growth trajectories.
Inclusions:
Exclusions:
This scope aligns with contemporary direct air carbon capture industry analysis, global decarbonization frameworks, and industrial CCUS adoption patterns across OECD, BRICS, and developing regions.
The carbon capture utilization and storage market is forecast to grow from USD 0.57 billion in 2024 to USD 34.44 billion in 2040, achieving a robust 29.2% CAGR. This growth is propelled by rapid industrial adoption of CO2 capture projects, expanding CCUS clusters, and large-scale deployment of transport and storage infrastructure. Annual CO2 capture capacity will increase from 8.5 million tonnes in 2024 to over 409 million tonnes by 2040.
Point-source capture will remain the largest segment of the carbon capture market, particularly in cement, steel, refining, blue hydrogen, and natural gas processing. Between 2030 and 2034, the industry will experience its fastest scaling period as shared transport networks and multi-user storage hubs become operational.
The direct air carbon capture and storage market is expected to follow an accelerated growth curve. DACCS revenue is projected to reach USD 7.97 billion by 2040, supported by corporate carbon removal procurement agreements, long-term storage credits, and major government incentives. According to the latest direct air carbon capture industry analysis, annual DACCS deployment will expand by more than 40% YOY between 2030 and 2040.
Overall, CCUS will transition from project-level demonstrations to a globally interconnected carbon management industry by the mid-2030s.
A. By Technology
B. By Application
C. By Region
Net-Zero Commitments: Over 80 countries have established decarbonization targets, directly boosting the carbon capture utilization and storage market.
Industrial Demand: Hard-to-abate industries rely heavily on CCUS, driving expansion in the carbon capture market.
Negative Emissions: Governments and corporates are investing in the direct air carbon capture and storage market to balance residual emissions.
Carbon Pricing & Regulations: Carbon taxes, ETS expansion, and emission performance standards accelerate adoption.
CCUS Hubs & Clusters: Shared infrastructure models reduce project costs and speed deployment.
Technological Advancements: Improved solvents, membranes, sorbents, and DACCS systems enhance efficiency and scalability.
Competitive Landscape: Carbon Capture Utilization & Storage (CCUS) Market
The market is dominated by integrated technology and industrial players including SLB, Carbon Clean, Shell CANSOLV, Linde, Mitsubishi Heavy Industries, Baker Hughes, Fluor, Air Liquide, and Air Products. In the direct air carbon capture and storage market, leading innovators include Climeworks, Carbon Engineering, 1PointFive, Heirloom, and Global Thermostat.
Competition is shifting toward:
Strategic partnerships between emitters, transport operators, and storage providers are accelerating large CCUS hub development across major industrial regions.