碳捕獲與儲存：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

2024年碳捕獲和封存市場規模估計為23.2億美元，預計到2029年將達到38.4億美元，在預測期間（2024-2029年）以10.59%的複合年增長率增長。

由於市場處於新興和發展階段，並未受到疫情的嚴重影響，因此 COVID-19感染疾病對市場的影響不大。

主要亮點

• 推動所研究市場的關鍵因素是對提高採收率(EOR) 的二氧化碳注入技術的新興需求以及嚴格的政府溫室氣體排放標準。
• 另一方面，龐大的CCS技術實施成本和不斷增加的頁岩油投資預計將阻礙市場成長。
• 生質能源碳捕獲和儲存（BECCS）的不斷發展可能代表著未來的機會。
• 北美地區可能會主導市場，由於該技術的採用率不斷增加（主要是在美國和加拿大），預計在預測期內將保持其主導地位。

碳捕集與儲存市場趨勢

石油和天然氣產業主導市場

• 儲存在深層、陸上或海上地質構造的二氧化碳利用石油和天然氣產業開發的 CCS 技術來提高石油採收率。
• 二氧化碳廣泛應用於石油工業，以提高成熟油田的石油提高採收率(EOR)。當二氧化碳注入油井時，它與原油混合，導致原油膨脹並降低黏度，有助於維持或增加儲存內的壓力。結合這些過程可以讓更多的原油流入生產井。
• 在其他情況下，二氧化碳不溶於油。在這裡，二氧化碳的注入增加了儲存內的壓力，這有助於將石油推向生產井。
• 德克薩斯州（美國）使用二氧化碳為石油回收計劃提供動力超過 30 年。 EOR佔石油總產量的20%以上，部分油田採收率接近70%。
• 此外，作為永續發展的一部分，石油和天然氣產業正在轉向碳捕獲和封存技術。
• 冠狀病毒感染疾病（COVID-19）大流行對石油和天然氣生產產生了重大影響。此外，國際能源總署估計，石油和天然氣需求仍受到疫情的影響，不太可能趕上感染疾病-19 之前的軌跡。 2020 年石油需求比 2019 年低近 900 萬桶/日，預計要到 2023 年才能恢復到這一水準。因此預計油氣應用成長緩慢。
• 不過，根據BP《2022年世界能源統計回顧》預計，2021年全球石油產量將比2020年成長約1.21%，達到42.214億噸，並在2022年和2023年進一步成長。此外，市場專家表示，石油產量預計在預測期內將大幅增加，並與疫情前的成長趨勢一致。

北美可能主導市場

• 北美地區主導全球市場。由於 EOR 實踐中二氧化碳使用量的增加，對乾淨科技的需求不斷成長，這可能會推動美國和加拿大等國家的 CCS 市場。
• 在美國捕獲和注入二氧化碳的行業包括化學生產、氫氣生產、化肥生產、天然氣加工和發電。這些設施可以捕獲並注入二氧化碳，將其儲存在地下地質構造中，或可用於提高老化油田的石油產量，此過程稱為提高石油提高採收率(EOR)。
• 至少自 1997 年起，美國能源局的化石能源和碳管理研究、開發、示範和部署計劃 (FECM) 就資助了 CCS 組件的研發 (R&D)。
• 自 2010 會計年度以來，政府已向 DOE CCS 相關項目提供了 73 億美元的資金，其中近年來逐年增加。 2021會計年度，該國向FECM撥款7.5億美元，其中向CCUS撥款2.283億美元。
• 根據《基礎設施投資和就業法案》(IIJA)，美國政府將撥款 121 億美元用於碳管理技術，其中 25.4 億美元將專門用於 2022 年至 2025 年的碳捕獲和儲存(CCS) 示範計劃。
• 此外，2020年12月，加拿大政府提案了無污染燃料標準法規。採用 CCS 來最大限度降低石化燃料生命週期碳強度的計劃是獲得無污染燃料標準合規積分的一種方法。此外，加拿大2021年預算提案對CCUS計劃資本支出提供投資稅額扣抵，目標是每年減少至少15 Mtpa的二氧化碳排放，預計2022年生效。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3 個月分析師支持

目錄

第1章簡介

• 調查先決條件
• 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

• 促進因素
  • 提高石油提高採收率(EOR) 對二氧化碳注入技術的新需求
  • 嚴格的政府溫室氣體排放標準
• 抑制因素
  • 引進CCS技術成本龐大
  • 頁岩油投資成長
• 產業價值鏈分析
• 波特五力分析
  • 供應商的議價能力
  • 消費者議價能力
  • 新進入者的威脅
  • 替代產品和服務的威脅
  • 競爭程度

第5章市場區隔（以金額為準的市場規模）

• 科技
  • 燃燒前捕獲
  • 富氧燃燒捕獲
  • 燃燒後回收
• 最終用戶產業
  • 油和氣
  • 燃煤/生質能發電廠
  • 鋼
  • 化學品
• 地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 澳洲
    • 其他亞太地區
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 挪威
    • 荷蘭
    • 其他歐洲國家
  • 世界其他地區

第6章 競爭形勢

• 合併、收購、合資、合作和協議
• 市場排名分析
• 主要企業採取的策略
• 公司簡介
  • Air Liquide
  • Aker Solutions
  • Baker Hughes Company
  • Dakota Gasification Company
  • Exxon Mobil Corporation
  • Fluor Corporation
  • General Electric
  • Halliburton
  • Honeywell International Inc.
  • Japan CCS Co., Ltd.
  • LanzaTech
  • Linde plc
  • Mitsubishi Heavy Industries Ltd
  • NRG Energy Inc.
  • Occidental Petroleum Corporation
  • Shell plc.
  • Siemens Energy
  • SLB

第7章市場機會與未來趨勢

• 提升生質能源碳捕獲與儲存（BECCS）的優勢

The Carbon Capture and Storage Market size is estimated at USD 2.32 billion in 2024, and is expected to reach USD 3.84 billion by 2029, growing at a CAGR of 10.59% during the forecast period (2024-2029).

The effect of the Covid-19 pandemic on the market was moderate as the market is in the emerging/developing stage and was not affected severely due to the effect of the pandemic.

Key Highlights

• The major factors driving the market studied are the emerging demand for CO2 injection techniques for enhanced oil recovery (EOR) and strict government norms towards GHG emissions.
• On the flip side, huge CCS technology implementation costs and increases in shale investments are expected to hinder the market's growth.
• Augmenting prominence for bioenergy carbon capture and storage (BECCS) is likely to be an opportunity in the future.
• The North American region is likely to dominate the market and is expected to remain at dominating position over the forecast period owing to increasing implementation of the technology majorly in the United States and Canada.

Carbon Capture and Storage Market Trends

Oil and Gas Segment to Dominate the Market

• Carbon dioxide stored in deep, onshore, or offshore geological formations uses CCS technologies for enhanced oil recovery that have been developed in the oil and gas industry.
• Carbon dioxide is extensively used in the oil industry for enhanced oil recovery (EOR) from mature oilfields. When carbon dioxide is inserted into an oilfield, it can mix with the crude oil, triggering it to swell and drop its viscosity, helping to maintain or raise the pressure in the reservoir. The combination of these processes permits more crude oil to flow to the production wells.
• In other circumstances, the carbon dioxide is not soluble in the oil. Here, the injection of carbon dioxide raises the pressure in the reservoir, helping to sweep the oil toward the production well.
• For more than three decades in Texas (United States), carbon dioxide has been used in enhanced oil recovery projects. EOR constitutes over 20% of total oil production, and some fields achieve recoveries of nearly 70%.
• Moreover as part of sustainable development, the oil and gas industry is moving toward carbon capturing and storage technologies.
• The Covid-19 pandemic servely affected oil and gas production. Moreover, The International Energy Agency estimates that the oil and gas demand is still reeling from the effects of the pandemic, and is unlikely to catch up with its pre-Covid trajectory. In 2020, oil demand was nearly 9 million barrels per day below the level seen in 2019, and it is not expected to return to that level before 2023. Thus, slow growth in oil & gas application can be witnessed.
• However as per the BP Statistical Review of World Energy 2022, the global oil production in the year 2021 observed an increase of around 1.21% as compared to the year 2020 and amounted 4,221.40 million metric tons which is further expected to increase in 2022 and 2023. Further, as per market experts the oil production is expected to see a significant boost over the forecast period and to grow as per pre-pandemic growth trends.

North America is Likely to Dominate the Market

• The North American region dominates the global market. The growing demand for clean technology, accompanied by the growing use of CO2 in EOR practices, is likely to drive the CCS market in countries like the United States and Canada.
• Chemical production, hydrogen production, fertilizer production, natural gas processing, and power generation are among the industries in the United States where CO2 is captured and injected. These facilities capture and inject CO2 to store it underground in geologic formations or to use it to boost oil production from aging oil fields, a process known as enhanced oil recovery (EOR).
• Since at least 1997, the US Department of Energy's Fossil Energy and Carbon Management Research, Development, Demonstration, and Deployment program (FECM) has financed research and development (R&D) in components of CCS.
• The government has funded USD 7.3 billion for DOE CCS-related programs since FY2010, including annual increases in recent years. The country allocated USD 750 million to FECM in FY2021, with USD 228.3 million going to CCUS.
• Under the Infrastructure Investments and Jobs Act (IIJA), the United State's government allocated USD 12.1 billion for carbon management technologies of which USD 2.54 billion is appropriated for carbon capture and storage (CCS) demonstration projects from 2022 to 2025.
• Moreover, In December 2020, the Canadian government proposed regulations for the Clean Fuel Standard. Projects that employ CCS to minimize the lifecycle carbon intensity of fossil fuels are one of the approaches to earn compliance credits for the Clean Fuel Standard. In addition, Canada's Budget 2021 suggested an investment tax credit for capital spent in CCUS projects, with a target of lowering CO2 emissions by at least 15 Mtpa, which would take effect in 2022.

Carbon Capture and Storage Industry Overview

The carbon capture and storage market is consolidated in nature. The major players in the market (not in a particular order) include Occidental Petroleum Corporation, Exxon Mobil Corporation, Dakota Gasification Company, NRG Energy Inc., and Air Liquide, among others.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Drivers
  • 4.1.1 Emerging Demand for CO2 Injection Technique for Enhanced Oil Recovery (EOR)
  • 4.1.2 Strict Government Norms Toward GHG Emissions
• 4.2 Restraints
  • 4.2.1 Huge CCS Technology Implementation Costs
  • 4.2.2 Growth in Shale Investments
• 4.3 Industry Value Chain Analysis
• 4.4 Porter's Five Forces Analysis
  • 4.4.1 Bargaining Power of Suppliers
  • 4.4.2 Bargaining Power of Consumers
  • 4.4.3 Threat of New Entrants
  • 4.4.4 Threat of Substitute Products and Services
  • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

• 5.1 Technology
  • 5.1.1 Pre-combustion Capture
  • 5.1.2 Oxy-fuel Combustion Capture
  • 5.1.3 Post-combustion Capture
• 5.2 End-user Industry
  • 5.2.1 Oil and Gas
  • 5.2.2 Coal and Biomass Power Plant
  • 5.2.3 Iron and Steel
  • 5.2.4 Chemical
• 5.3 Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 India
    • 5.3.1.3 Japan
    • 5.3.1.4 Australia
    • 5.3.1.5 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 France
    • 5.3.3.4 Norway
    • 5.3.3.5 Netherlands
    • 5.3.3.6 Rest of Europe
  • 5.3.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers, Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Market Ranking Analysis
• 6.3 Strategies Adopted by Leading Players
• 6.4 Company Profiles
  • 6.4.1 Air Liquide
  • 6.4.2 Aker Solutions
  • 6.4.3 Baker Hughes Company
  • 6.4.4 Dakota Gasification Company
  • 6.4.5 Exxon Mobil Corporation
  • 6.4.6 Fluor Corporation
  • 6.4.7 General Electric
  • 6.4.8 Halliburton
  • 6.4.9 Honeywell International Inc.
  • 6.4.10 Japan CCS Co., Ltd.
  • 6.4.11 LanzaTech
  • 6.4.12 Linde plc
  • 6.4.13 Mitsubishi Heavy Industries Ltd
  • 6.4.14 NRG Energy Inc.
  • 6.4.15 Occidental Petroleum Corporation
  • 6.4.16 Shell plc.
  • 6.4.17 Siemens Energy
  • 6.4.18 SLB

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

• 7.1 Augmenting Prominence for Bioenergy Carbon Capture and Storage (BECCS)