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市場調查報告書
商品編碼
1454061
直接空氣回收市場至2030年的預測:按來源、技術、應用、最終用戶和地區的全球分析Direct Air Capture Market Forecasts to 2030 - Global Analysis By Source (Electricity and Heat), Technology, Application, End User and By Geography |
根據 Stratistics MRC 的資料,2023年全球直接空氣回收市場規模為 6,200 萬美元,預計到2030年將達到 17.309 億美元,預測期內年複合成長率為 60.9%。
直接空氣回收(DAC)是一種直接從周圍空氣中去除二氧化碳(CO2)的技術。它是一種透過物理方式從大氣中捕獲二氧化碳分子來緩解氣候變遷的方法,通常是透過化學過程和機械系統的結合。這些系統的工作原理是吸入空氣並將其通過選擇性捕獲二氧化碳分子的吸附劑或化學溶液。
據國際能源總署(IEA)表示,到2030年,專用二氧化碳儲存的管道計劃每年可能超過 4.2 億噸(Mt)。然而,儘管取得了這一進展,但仍不足以滿足淨零排放(NZE)情景中所述的到2030年每年約 12 億噸二氧化碳儲存的需求。
碳補償需求增加
市場對碳補償的需求迅速增加。隨著企業和個人尋求減少碳足跡,這項技術透過直接從大氣中去除二氧化碳提供了一個有前途的解決方案。對碳補償的需求不斷成長反映了人們對環境責任和永續性的日益承諾。這些公司準備在滿足這些需求、推動創新以及為世界應對氣候變遷的努力做出貢獻方面發揮關鍵作用。
儲存容量有限
DAC技術有助於直接從大氣中去除二氧化碳,但儲存捕獲的二氧化碳是一個瓶頸。有限的容量阻礙了擴充性和成本效益。如果沒有合適的儲存解決方案,緩解氣候變遷的潛力將受到限制。解決這一限制需要投資創新的儲存方法,以有效且永續的方式適應不斷增加的碳捕獲量。這是限制市場成長的因素。
擴大再生能源
再生能源的擴張推動市場成長。隨著人們對永續性和減少碳排放的日益關注,太陽能和風能等再生能源擴大被整合到 DAC 設施中,為其運作提供動力。這種轉變不僅解決了環境問題,還透過減少對石化燃料的依賴來提高該技術的經濟可行性。使用再生能源,這些系統可以更有效地運作並減少碳足跡,促進碳捕獲技術的進步,同時實現全球氣候目標。
缺乏明確的規定
如果沒有可靠的指導方針,公司將難以滿足法律要求,阻礙這一重要領域的投資和創新。缺乏標準化監管也增加了潛在投資者和相關人員的不確定性,阻礙了市場的成長潛力。此外,模糊的法規導致不同司法管轄區的做法不一致,使統一應對氣候變遷的努力變得更加複雜。由於缺乏明確的法律規範,市場面臨重大挑戰。
COVID-19 的疫情對市場產生了重大影響。由於景氣衰退和供應鏈中斷,DAC 技術的投資面臨挑戰。由於財務不確定性和後勤挑戰,許多計劃被推遲或取消。然而,隨著環境問題的持續存在,各國政府重新關注緩解氣候變遷可能有助於 DAC 市場在疫情後恢復和成長。儘管遇到了挫折,但應對碳排放的緊迫性可能會刺激對 DAC 技術的創新和投資,以實現永續的氣候解決方案。
電化學-DAC(E-DAC)產業預計將在預測期內成為最大的產業
預計電化學-DAC(E-DAC)產業在預測期內將成為最大的產業。 E-DAC 系統使用電化學過程直接從周圍空氣中捕獲二氧化碳,有助於減少溫室氣體排放。擴充性、消費量低、成本效益高,在應對氣候變遷方面具有巨大影響。隨著對碳去除解決方案的需求增加,E-DAC 將在塑造碳捕獲技術的未來方面發揮關鍵作用。
預計交通運輸業在預測期內年複合成長率最高
預計交通運輸業在預測期內年複合成長率最高。高效的運輸網路,包括管道和油輪,對於經濟有效且及時的交付非常重要。此外,運輸技術的進步,例如最佳化的路由演算法和專用儲存容器,對於提高 DAC 系統的整體可行性和擴充性非常重要。有效的運輸解決方案可確保 DAC 無縫整合到更廣泛的碳管理策略中。
預計北美在預測期內將佔據最大的市場佔有率。這是由於人們對環境問題的認知增強以及減少碳排放的監管壓力。 DAC 技術直接從大氣中捕獲二氧化碳,作為可行的碳去除解決方案取得進展。此外,政府獎勵措施和產業合作夥伴關係推動市場擴張,為各個領域的 DAC 部署提供了良好的機會。
預計亞太地區在預測期內年複合成長率最高。該技術的採用和發展可能會受到政府政策和法規的重大影響。在該地區,政府可能會推出獎勵、補貼和法規來鼓勵技術開發和部署。研究機構、大學和私人公司之間的合作也可以促進技術進步。
According to Stratistics MRC, the Global Direct Air Capture Market is accounted for $62.0 million in 2023 and is expected to reach $1,730.9 million by 2030 growing at a CAGR of 60.9% uring the forecast period. Direct Air Capture (DAC) is a technology designed to remove carbon dioxide (CO2) directly from the ambient air. It's a method for mitigating climate change by physically capturing CO2 molecules from the atmosphere, typically through a combination of chemical processes and mechanical systems. These systems work by pulling in air and passing it through a sorbent material or chemical solution that selectively captures CO2 molecules.
According to the International Energy Agency (IEA), the pipeline projects dedicated to CO2 storage capacity has the potential to surpass 420 million metric tons (Mt) annually by 2030. Nevertheless, despite these strides, it remains insufficient to meet the projected storage needs of approximately 1,200 million metric tons (Mt) of CO2 per year by 2030, as delineated in the Net Zero Emissions (NZE) Scenario.
Increasing demand for carbon offsets
The market is experiencing a surge in demand for carbon offsets. As businesses and individuals seek to mitigate their carbon footprints, this technology offers a promising solution by directly removing CO2 from the atmosphere. This increased demand for carbon offsets reflects a growing commitment to environmental responsibility and sustainability. These companies are poised to play a crucial role in meeting these demands, driving innovation, and contributing to global efforts to combat climate change.
Limited storage capacity
DAC technology is instrumental in removing carbon dioxide directly from the atmosphere, but the storage of captured CO2 is a bottleneck. Limited capacity hampers scalability and cost-effectiveness. Without adequate storage solutions, the potential to mitigate climate change is constrained. Addressing this limitation requires investment in innovative storage methods to accommodate the increasing volumes of captured carbon dioxide efficiently and sustainably. This is the factor restraining the growth of the market.
Expansion of renewable energy
The expansion of renewable energy sources has catalyzed growth within the market. With the growing emphasis on sustainability and reducing carbon emissions, renewable energy, such as solar and wind power, is increasingly integrated into DAC facilities to power their operations. This shift not only addresses environmental concerns but also enhances the economic viability of technology by reducing reliance on fossil fuels. By harnessing renewable energy, these systems can operate more efficiently and with lower carbon footprints, thereby contributing to the advancement of carbon capture technologies while aligning with global climate goals.
Lack of clear regulatory
Without robust guidelines, companies may struggle to navigate legal requirements, hindering investment and innovation in this crucial field. The absence of standardized regulations also heightens uncertainty for potential investors and stakeholders, impeding the market's growth potential. Moreover, ambiguous regulations can lead to inconsistent practices across different jurisdictions, complicating efforts to address climate change uniformly. The market faces significant challenges due to the lack of clear regulatory frameworks.
The COVID-19 pandemic has significantly impacted the market. With economic downturns and disruptions in supply chains, investment in DAC technology faced hurdles. Many projects experienced delays or cancellations due to financial uncertainties and logistical challenges. However, as environmental concerns persist, governments' renewed focus on climate change mitigation could drive recovery and growth in the DAC market post-pandemic. Despite setbacks, the urgency to combat carbon emissions may spur innovation and investment in DAC technology for sustainable climate solutions.
The electrochemical-DAC (E-DAC) segment is expected to be the largest during the forecast period
The electrochemical-DAC (E-DAC) segment is expected to be the largest during the forecast period. E-DAC systems utilize electrochemical processes to capture CO2 directly from ambient air, contributing to the mitigation of greenhouse gas emissions. With its potential for scalability, low energy consumption, and cost-effectiveness, it holds significant traction in the quest for combating climate change. As the demand for carbon removal solutions intensifies, E-DAC stands poised to play a pivotal role in shaping the future of carbon capture technologies.
The transportation segment is expected to have the highest CAGR during the forecast period
The transportation segment is expected to have the highest CAGR during the forecast period. Efficient transportation networks, including pipelines and tanker trucks, are essential for cost-effective and timely delivery. Additionally, advancements in transportation technologies, such as optimized routing algorithms and specialized storage vessels, are crucial for enhancing the overall viability and scalability of DAC systems. Effective transportation solutions ensure the seamless integration of DAC into broader carbon management strategies.
North America is projected to hold the largest market share during the forecast period driven by increasing environmental concerns and regulatory pressures to reduce carbon emissions. DAC technologies, designed to capture CO2 directly from the atmosphere, are gaining traction as a viable solution for carbon removal. Additionally, government incentives and partnerships with industries are fostering market expansion, signaling promising opportunities for DAC deployment across various sectors.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The adoption and growth of the technology can be influenced significantly by government policies and regulations. In the region, governments may introduce incentives, subsidies, or regulations to promote the development and deployment of technology. Collaborations between research institutions, universities, and private companies may contribute to technological advancements.
Key players in the market
Some of the key players in Direct Air Capture market include Climeworks, Carbon Engineering, Global Thermostat, Infinitree, Skytree, Heirloom, Carbon Direct, Chevron Corporation, Solidia Technologies, IBM, Blue Planet, Energy Climate House, Microsoft, Arizona Clean Fuels Yuma and Shell.
In September 2023, Climeworks collaborated with Great Carbon valley, a pioneering Kenyan systems integrator and project development venture to explore the development of large-scale projects.
In November 2023, Heirloom Carbon Technologies signed an agreement with CarbonCure, a manufacturer of carbon removal or carbon utilization technologies to capture CO2 from the atmosphere and permanently embed it in concrete. Under this agreement CarbonCure permanently store CO2 captured by Heirloom's DAC facilities in nearby concrete plants.