石油和天然氣產業的碳捕獲、利用和封存 (CCUS) 策略

概括

預計到 2030 年，全球 CCUS 處理能力將達到 5.06 億噸/年，複合年增長率為 38%。然而，儘管有這種成長，CCUS 技術的擴張速度還不夠快。

CCUS 為石油和天然氣產業帶來了重大機遇，有可能減少持續排放，幫助平衡能源安全和脫碳，並消除大氣中的二氧化碳。

預計2030年石油和天然氣公司將繼續主導產業吞吐量排名，Exxon Mobil取代Occidental Petroleum成為市場領導者，預計10年後吞吐量將達到3,120萬噸/年。

隨著各國減少對化石燃料的依賴，利用 CCUS 技術套件（特別是直接空氣捕獲技術）建立處理能力的石油和天然氣公司將處於最佳位置。

主要亮點

從 2030 年到 2070 年，CCUS 的二氧化碳減量預計將從 0.6Gt 增加到 6.89Gt，複合年增長率為 6.3%。

預計活躍計畫數量將從 2023 年的 66 個增加到本十年末的 285 個。

從現在到 2030 年，預計燃燒後捕集能力將發生重大轉變，預計 10 年內這種技術類型將佔當前能力的 65%。石油和天然氣公司應考慮增加該領域的加工能力，以促進許多點源產業的脫碳。

由於高昂的資本成本成為進入壁壘，排名前 10 名的公司佔據了目前所有 CCUS 產能的 75% 以上。因此，石油和天然氣產業佔 CCUS 目前產能的大部分。

本報告研究和分析了全球 CCUS 市場，提供了有關石油和天然氣行業的重點領域、按回收技術和公司劃分的當前處理能力以及管道處理能力的資訊。

目錄

• 透過 CCUS 減少排放
• 石油和天然氣 CCUS 戰略
• CCUS 技術的類型
• CCUS 價值鍊和 OG 重點領域
• 面對工業挑戰CCUS的戰略價值
• CCUS市場前景
• CCUS計畫展望
• CCUS 市場的技術變化
• 國家排名、主要政策動態
• 油氣CCUS處理能力
• 目前 CCUS 處理能力處於領先地位
• 10 年來 CCUS 領導者
• 到 2030 年處理能力最大的收集項目
• 到 2030 年容量最大的儲存項目
• 石油和天然氣領域的 CCUS 市場訊號
• 交易活動
• 就業趨勢
• 企業應用趨勢

Abstract

This report provides an overview of the oil and gas sector's engagement with CCUS technology. It indicates the emission reduction potential of CCUS, focus areas for the oil and gas sector within the CCUS market, and active and pipeline capacity by capture technology and company.

A steep reduction in emissions is required over the next decade to keep the 1.5 degree warming scenario alive. Carbon capture, utilization, and storage (CCUS) is one of the few technologies that can avert existing emissions and remove carbon dioxide that has accumulated in the atmosphere.

Global CCUS capacity is expected to reach 506 mtpa by 2030, which represents a CAGR of 38% between then and now. However, despite this growth, CCUS technology is not scaling quick enough.

CCUS represents an important opportunity for the oil and gas industry, allowing ongoing emissions to be mitigated, helping the sector to balance energy security with decarbonization, as well as having the potential to remove carbon dioxide from the atmosphere.

Oil and gas players will continue to dominate company capacity rankings in 2030, but Exxon Mobil will replace Occidental Petroleum as the market leader, reaching a capacity 31.2 mtpa by the end of the decade.

Oil and gas players that build their capability across the full suite of CCUS technologies, especially direct air capture, will be in the strongest position as countries continue to decrease their reliance on fossil fuels.

Key Highlights

CCUS represents an important opportunity for the oil and gas industry, allowing ongoing emissions to be mitigated, helping the sector to balance energy security with decarbonization, as well as having the potential to remove carbon dioxide from the atmosphere.

Oil and gas players that build their capability across the full suite of CCUS technologies, especially direct air capture, will be in the strongest position as countries continue to decrease their reliance on fossil fuels.

Between 2030 and 2070, CO2 reductions from CCUS are expected to increase from 0.6Gt to 6.89 Gt, representing a CAGR of 6.3%.

The number of active projects is expected to rise from 66 in 2023 to 285 by the end of the decade.

A major shift towards post-combustion capacity is expected between now and 2030, with this technology type dominating 65% of active capacity by the end of the decade. Oil and gas players should consider increasing their capability in this area in order to capitalize on the wider decarbonization of a number of industries that represent point sources of emissions.

High capital costs have created a barrier to entry, resulting in the top 10 companies accounting for over 75% of total active CCUS capacity. As a result, the oil and gas sector currently accounts for the majority of active CCUS capacity.

Scope

• CCUS emission reduction potential
• CCUS technology briefing and value chain
• Total CCUS capacity over time
• Breakdown of CCUS capacity by capture technology in 2023 and forecasted in 2030.
• CCUS capacity by country and key policy developments
• CCUS capacity by company in 2023 and 2030
• Top 10 CCUS projects in 2030 by capacity
• Locations of the world's largest CO2 storage sites in 2030.
• CCUS deal activity within oil and gas
• CCUS hiring trends in oil and gas
• CCUS within oil and gas company filings

Reasons to Buy

• Understand the key trends and challenges within the CCUS market
• Identify the key countries and players for CCUS capture and storage capability.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand how the oil and gas sector is engaging with this technology through upcoming capacity as well as alternative datasets such as deals, hiring and company filings trends.

Table of Contents

Table of Contents

• Emission reduction through CCUS
• The Oil and Gas CCUS strategy
• CCUS technology types
• The CCUS value chain and OG's focus areas
• The strategic value of CCUS in the face of industry challenges
• CCUS market outlook
• The CCUS project outlook
• Technological shift in the CCUS market
• Country ranking and key policy developments
• Oil and Gas CCUS capacity
• Current leaders in CCUS capacity
• Leaders in CCUS at the end of the decade
• Largest capture projects by 2030 capacity
• Largest storage projects by 2030 capacity
• CCUS market signals in oil and gas
• Deal activity
• Hiring trends
• Corporate filing trends

List of Tables

List of Tables

• The largest carbon capture projects by their 2030 capacity

List of Figures

List of Figures

• Global CO2 pathways according to IPCC AR6 remaining carbon budget
• CO2 emissions reductions in the energy sector in the sustainable development scenario relative to the stated policies scenario
• CCUS capacity and project count, 2020 - 2030

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