CCUS 石油和天然氣產業策略

目前專案儲備量從 2021 年到 2030 年的複合年增長率為 34%。這反映出大多數新興市場的CCUS（碳捕獲、利用和儲存）成長率趨於穩定，略低於前幾年。石油和天然氣行業繼續成為 CCUS 市場的主要驅動力，埃克森美孚、雪佛龍和卡達能源等公司位列 CCUS 產能的主要所有者之列。

隨著更多石油和天然氣公司在 2020 年底開發項目，石油和天然氣在 CCUS 市場的存在預計將繼續。由於這些項目，預計 2030 年 Equinor 將在 CCUS 總容量方面領先，其次是 Eni。

石油和天然氣領域出現了許多 CCUS 策略，大型石油和天然氣公司經常投資結合捕獲和儲存的專案。儘管單一所有權的比例仍然很高，但對於大型捕獲項目，存在著透過聯合體來分擔風險的趨勢。總體而言，石油和天然氣行業正在將自己定位為整個 CCUS 價值鏈（包括捕獲和分離、碳管道和碳儲存設施）的所有者和營運商。

目前，2030 年預計產能的 32% 正在籌備中，儘管這一數字明顯低於低碳氫化合物等其他新興能源技術的統計數據。按開發階段對產能進行進一步細分錶明，未來 CCUS 產能的很大一部分正在進入後期開發階段，這些階段項目完成的可能性更大。

低碳氫和 CCUS 等新興技術有望為長期減少排放做出貢獻，因為它們有助於避免難以脫碳的產業的排放。預計從現在到 2030 年，燃燒後技術將發生重大轉變，到 2030 年底，捕獲技術將佔到運行容量的 62%。這主要是由於發電和重工業設施中採用率的提高。美國現有的產能基礎，加上處於可行性階段及以後的大量項目，預計將提升北美地區的整體產能，並保持其在全球碳捕獲市場的領導地位。

本報告調查了石油和天然氣行業在 CCUS 市場中的策略，並總結了 CCUS 的概況、課題、市場趨勢、未來前景和技術變化。

目錄

• CCUS 在減緩氣候變遷中的作用
• 透過能源轉換技術減少排放
• 針對難以減少排放的產業使用 CCUS
• 石油和天然氣的 CCUS 策略
• CCUS 技術的類型
• CCUS 價值鏈與石油與天然氣重點領域
• CCUS 在石油和天然氣領域的戰略價值
• CCUS 的課題與機遇
• CCUS 市場的主要趨勢
• CCUS 容量展望
• CCUS 市場的技術變化
• 各地區捕撈與儲存能力
• 全行業採用 CCUS
• 石油和天然氣在 CCUS 中的作用
• CCUS 產能的現有和未來主要所有者
• CCUS 容量的主要供應商
• 2030 年按容量計算的最大捕獲和封存項目
• 石油和天然氣在碳管道中的作用
• 專注於 CCUS 的石油和天然氣 EPC
• 石油和天然氣的 CCUS 市場訊號
• 使用替代資料集評估石油和天然氣公司的活動
• 石油和天然氣 CCUS 交易活動
• 公司文件分析
• CCUS 採用趨勢分析

Project announcements continue to bolster the CCUS capacity outlook, with the current project pipeline resulting in a CAGR of 34% between 2021 and 2030. This represents a slightly reduced growth rate to previous years, reflecting the stabilization of growth rates in CCUS' most developed markets. The oil and gas industry continues to be a major driver of the CCUS market, with companies such as ExxonMobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity.

The oil and gas industry continues to be a major driver of the CCUS market, with companies such as Exxon Mobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity. The presence of oil and gas within the CCUS market is expected to continue as more oil and gas companies develop projects towards the end of the decade. As a result of these projects, Equinor is expected to lead combined CCUS capacity in 2030 followed by Eni.

A number of strategies for CCUS are emerging within the oil and gas sector, with the biggest oil and gas companies often investing in a combination of capture and storage projects. In addition, although there is still a high prevalence of sole ownership, there is a trend of risk sharing through the use of consortiums for large-scale capture projects. Overall, the oil and gas sector is establishing itself as both an owner and operator across the CCUS value chain, including capture, carbon pipelines, and carbon storage facilities.

Key Highlights

• Although 32% of 2030's projected capacity is currently in the feasibility stage, this is distinctly lower than the same statistic for other emerging energy technologies such as low-carbon hydrogen. A further breakdown of capacity by development stage indicates a significant proportion of upcoming CCUS capacity migrating into later stages of development, with an increased likelihood of project completion.
• More emerging technologies such as low-carbon hydrogen and CCUS are expected to contribute emission reduction in the longer term, reflecting their role in averting emissions from otherwise difficult to decarbonize sectors.
• A major shift towards post-combustion techniques is expected between now and 2030, with this capture technology dominating 62% of active capacity by the end of the decade. This will largely come as a result of increased adoption across power generation and heavy industry facilities.
• The United States' existing base of active capacity combined with its strong pipeline of post-feasibility stage projects will propel the overall capacity of the North America region, allowing it to retain its leadership of the global carbon capture market.

Scope

• The role of CCUS in mitigating climate change
• CCUS technology briefing
• CCUS challenges and opportunities for oil and gas
• Global CCUS Outlook
• Leading regions and countries for CCUS capacity
• Largest capture and storage projects globally
• Leading companies by capture capacity in 2023
• Leading companies by capture capacity in 2030
• Leading operators of CCUS projects
• Oil and gas EPCs focussing on CCUS within their strategies
• Major oil and gas sector deals related to CCUS

Reasons to Buy

• Identify market trends within the oil and gas sector, including the analysis of the strategies that the biggest industry players are implementing to enter the CCUS market.
• Understand the key oil and gas players that are investing in CCUS.
• Develop market insight of the major technologies and pathways that are being employed within the CCUS market.
• Stay up to date with the latest deals related to CCUS in the oil and gas sector

Table of Contents

Table of Contents

• The role of CCUS in mitigating climate change
• Emission reduction from energy transition technologies
• CCUS for hard to abate industries
• The oil and gas CCUS strategy
• CCUS technology types
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS for oil and gas
• Challenges and opportunities of CCUS
• CCUS market key trends
• The CCUS capacity outlook
• Technological shifts in the CCUS market
• Capture and storage capacity by geography
• CCUS adoption across industries
• The role of oil and gas in CCUS
• Current and future leading owners of CCUS capacity
• Leading operators of CCUS capacity
• Largest capture and storage projects by 2030 capacity
• The role of oil and gas in carbon pipelines
• Oil and gas EPCs focussing on CCUS
• CCUS market signals in oil and gas
• Assessing oil and gas company activity using alternative datasets
• Oil and gas CCUS deal activity
• Company filings analysis
• CCUS hiring trends analysis

List of Tables

• Challenges and opportunities of CCUS for oil and gas
• The biggest upcoming carbon capture projects
• Emerging carbon capture, transport, and storage ecosystems.
• Oil and gas EPCS concentrating on CCUS
• Oil and gas sector deals related to CCUS
• Filing extracts with mentions of CCUS from energy players

List of Figures

• CO2 emissions reductions in the energy sector in the sustainable development scenario relative to the stated policies scenario
• Contribution of CCUS to emission reduction by sector in the sustainable development scenario, 2030 - 2070
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS in the face of industry challenges
• CCUS capacity outlook
• Breakdown of CCUS capacity in 2023 by capture type
• Breakdown of CCUS capacity in 2030 by capture type
• Breakdown of capture capacity by stage and region
• Top 10 countries by capture capacity based on active and announced projects
• Breakdown of storage capacity by project stage and region
• Top 10 countries by carbon storage capacity based on active and announced projects
• Breakdown of active and upcoming capture capacity by facility industry
• Leading owners of 2023 CCUS capacity
• Leading owners of 2030 CCUS capacity
• Leading operators of CCUS capacity in 2030
• Map of carbon storage project intensity
• A snapshot of CCUS deal activity in the oil and gas sector
• Leading companies by mentions of CCUS in corporate filings, January 2022 - December 2024
• Distribution of posted jobs related to CCUS in the oil and gas sector, Jan 2022 - November 2024
• Leading companies by job postings related to CCUS, Jan 2022 - December 2024