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市場調查報告書
商品編碼
1725159
2032 年石油和天然氣碳捕獲與儲存市場預測:按技術、應用、最終用戶和地區分類的全球分析Oil and Gas Carbon Capture and Storage Market Forecasts to 2032 - Global Analysis By Technology (Pre-Combustion Capture, Post-Combustion Capture and Oxy-Fuel Combustion Capture), Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球石油和天然氣碳捕獲與儲存市場預計在 2025 年達到 46 億美元,到 2032 年將達到 124 億美元,預測期內的複合年成長率為 15.2%。
石油和天然氣的碳捕獲和儲存(CCS)減少了石化燃料活動產生的二氧化碳(CO2)排放。該方法包括捕獲採礦和加工過程中釋放的二氧化碳,透過管道運輸並將其儲存在地下地質構造中,例如深層鹽水層或枯竭的油田。透過阻止二氧化碳排放大氣,CCS 促進了石油和天然氣行業的更清潔能源生產,有助於減少全球暖化。
根據國際能源總署 (IEA) 的數據,石油和天然氣產業佔全球當前碳捕獲、利用和儲存(CCUS) 能力的 90%。
企業永續性計劃
企業永續性措施為石油和天然氣領域的碳捕獲和儲存市場提供了巨大的推動力。埃克森美孚、殼牌和雪佛龍等知名石油公司正在利用碳捕獲和封存技術來實現其淨零排放目標。此類活動的動力來自於股東對環境永續實踐的要求以及對 ESG(環境、社會和管治)績效衡量標準的日益重視。提高石油採收率和封存二氧化碳以減少排放的雙重好處為石油和燃氣公司提供了經濟獎勵,使永續性措施在財務上可行。
監理不確定性
監管模糊性是石油和天然氣碳捕獲與儲存業務擴張的一大障礙。跨地區缺乏統一的法規給全球營運的組織帶來了合規挑戰。關於封存二氧化碳的長期課責、許可通訊協定以及跨多個司法管轄區的監測義務的未決調查仍在繼續。此外,由於政治環境的變化,政策可能會逆轉,使長期規劃變得複雜。缺乏清晰一致的法律體制增加了投資風險,並阻礙了潛在相關人員參與 CCS計劃,從而阻礙了石油和天然氣行業的市場成長和技術採用。
政府投資和獎勵
政府的投資和獎勵為石油和天然氣領域的碳捕獲和儲存作業帶來了巨大的前景。美國45Q稅額扣抵和反通膨法案等政策使CCS計劃具有經濟可行性,並提供了重要的資金支持。到2022年,美國能源局已撥款85億美元用於碳捕獲和儲存基礎建設。此外,全球氣候協議要求世界各國政府建立有利於排放技術的架構。這些獎勵降低了進入的經濟壁壘並促進了技術採用,為行業成長創造了有利條件。
CO2洩漏風險
二氧化碳洩漏風險是石油和天然氣產業碳捕獲和儲存部門的重大威脅。地下儲存設施的潛在洩漏可能會損害 CCS 的環境效益,並對該技術的公眾形象產生負面影響。地震活動和地質完整性等地質變數加劇了這些風險,尤其是在海上倉儲設施。此外,儲存區域的油井和氣井有可能洩漏二氧化碳。這些安全問題不僅帶來技術障礙,也為監理機關的核准和保險覆蓋帶來障礙。
COVID-19 疫情對石油和天然氣碳捕獲與儲存作業產生了多種影響。由於供應鏈中斷、勞動力短缺和封鎖限制,CCS計劃的建設和實施出現了嚴重延誤。景氣衰退減少了工業活動和碳排放,暫時緩解了對 CCS 系統的需求。此外,公司已重新分配資源以解決與疫情相關的緊急問題,並推遲了許多提議的措施。疫情後的經濟復甦政策正逐步將CCS投資納入永續成長計劃,從而凸顯碳捕獲技術的持久重要性。
燃燒後捕獲部分預計將成為預測期內最大的部分
預計燃燒後分離和捕獲部分將在預測期內佔據最大的市場佔有率。這項優勢源自於其能夠適應改造現有的石油和天然氣基礎設施,而無需進行重大的營運變更。此方法特別適用於發電廠和工業,因為它可以有效地將二氧化碳從燃燒後廢氣中分離出來。此外,溶劑、薄膜技術和吸收製程的不斷進步正在提高效率並降低能源損失和營運成本。該部門在商業部署方面擁有豐富的經驗和經過驗證的可靠性,吸引了相關人員的投資。
預計中游二氧化碳運輸和儲存業者在預測期內將以最高的複合年成長率成長。
由於碳捕獲基礎設施和儲存設施的快速發展,中游二氧化碳運輸和儲存營運商部門預計將在預測期內實現最高成長率。該行業受益於管道網路和地質倉儲設施投資的增加,特別是在枯竭油田和鹽水層等地下儲量豐富的地區。此外,二氧化碳運輸和儲存中心的建立將為許多捕獲廠提供服務,從而促進規模經濟,大大降低每噸的處理成本。此外,中游業者正在利用其在石油和天然氣基礎設施方面的現有技能,同時開發長期二氧化碳管理的新功能,幫助在不斷變化的低碳經濟中創造新的收入來源。
預計北美地區將在預測期內佔據最大的市場佔有率。這一優勢得益於政府的大力支持,包括 45Q 信貸計劃和抑制通貨膨脹法案等重要的稅收優惠政策。該地區在 CCS 技術方面擁有豐富的專業知識,該技術於 1978 年首次在加州應用。此外,北美擁有廣泛的地質儲存能力和強大的二氧化碳運輸基礎設施。此外,該地區的知名能源公司正在向大規模 CCS 計劃投入大量資源,例如埃克森美孚的休士頓 CCS 中心,該中心計劃在 2040 年之前封存高達 1 億噸二氧化碳。
預計亞太地區在預測期內的複合年成長率最高。中國、日本和印度等主要經濟體的快速工業化和日益增強的脫碳承諾正在推動這一成長。該地區的二氧化碳排放量佔全球的近 50%,政府正在大力開展相關活動,其中中國的「十四五」規劃優先考慮採用 CCUS 技術,到 2030 年每年減少 1000 萬噸的排放。此外,催化轉化技術的發展正在創造經濟獎勵,將捕獲的二氧化碳轉化為有用的產品。此外,基礎設施支出和官民合作關係關係的增加正在加速 CCS 在多個產業部門的部署。
According to Stratistics MRC, the Global Oil and gas carbon capture and storage Market is accounted for $4.6 billion in 2025 and is expected to reach $12.4 billion by 2032 growing at a CAGR of 15.2% during the forecast period. Oil and gas carbon capture and storage (CCS) lowers carbon dioxide (CO2) emissions from fossil fuel activities. In this method, CO2 generated during extraction and processing is captured, transported via pipelines, and stored in subterranean geological formations such as deep saline aquifers or depleted oil fields. By keeping CO2 from entering the atmosphere, CCS enhances the production of cleaner energy in the oil and gas sector and helps slow down global warming.
According to the International Energy Agency (IEA), the oil and gas industry is involved in 90% of current global carbon capture, utilization, and storage (CCUS) capacity.
Corporate sustainability initiatives
Corporate sustainability initiatives are substantially propelling the carbon capture and storage market in the oil and gas sector as corporations encounter mounting pressure to diminish their carbon emissions. Prominent oil companies such as ExxonMobil, Shell, and Chevron are using carbon capture and storage technology to meet their net-zero emissions objectives. These activities are reinforced by shareholder demands for ecologically sustainable practices and the increasing emphasis on ESG (environmental, social, and governance) performance measures. The dual advantage of sequestering CO2 for improved oil recovery and mitigating emissions offers economic incentives that render sustainability measures financially feasible for oil and gas enterprises.
Regulatory uncertainties
Regulatory ambiguities are substantial obstacles to the expansion of the oil and gas carbon capture and storage business. The absence of uniform regulations across areas generates compliance challenges for organizations operating globally. Unresolved inquiries persist concerning long-term accountability for sequestered CO2, permitting protocols, and monitoring obligations across numerous jurisdictions. Moreover, changing political environments might result in policy reversals, complicating long-term planning. The lack of clear and consistent legal frameworks heightens investment risks and dissuades potential stakeholders from engaging in CCS projects; hence, it impeds market growth and technological adoption within the oil and gas industry.
Government investments and incentives
Government investments and incentives offer significant prospects for the carbon capture and storage business in the oil and gas sector. Policies such as the U.S. 45Q tax credits and the Inflation Reduction Act offer substantial financial assistance, rendering CCS projects economically feasible. In 2022, the U.S. Department of Energy designated $8.5 billion for carbon capture and storage infrastructure. Furthermore, global climate accords are compelling governments across the globe to establish conducive frameworks for emission reduction technologies. These incentives diminish financial obstacles to entrance and expedite technology implementation, fostering advantageous conditions for industry growth.
CO2 leakage risks
The hazards of CO2 leakage provide a substantial threat to the carbon capture and storage sector within the oil and gas industry. Possible leakage from subterranean storage facilities may compromise the environmental advantages of CCS and adversely affect the public image of the technology. Geological variables, such as seismic activity and formation integrity, exacerbate these hazards, especially at offshore storage sites. Moreover, legacy oil and gas wells in designated storage regions present possible conduits for CO2 leakage. These safety concerns not only present technological obstacles but also hinder regulatory clearances and insurance coverage.
The COVID-19 epidemic exerted diverse effects on the oil and gas carbon capture and storage business. The construction and execution of CCS projects saw considerable delays due to supply chain disruptions, workforce shortages, and lockdown restrictions. The economic downturn diminished industrial operations and carbon emissions, momentarily alleviating the necessity for CCS systems. Furthermore, corporations deferred numerous proposed initiatives as they reallocated resources to address urgent pandemic-related issues. Post-pandemic economic recovery policies have progressively integrated CCS investments into sustainable growth programs, thereby underscoring the enduring significance of carbon capture technologies.
The post-combustion capture segment is expected to be the largest during the forecast period
The post-combustion capture segment is expected to account for the largest market share during the forecast period. This supremacy arises from its adaptability in retrofitting current oil and gas infrastructures without necessitating significant operational modifications. The method efficiently isolates CO2 from flue gases post-combustion, rendering it especially appropriate for power plants and industrial industries. Moreover, continual progress in solvents, membrane technologies, and absorption processes is enhancing efficiency while diminishing energy penalties and operational expenses. The segment benefits from extensive commercial deployment experience, providing proven reliability that attracts investment from cautious industry stakeholders.
The midstream CO2 transport & storage operators segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the midstream CO2 transport & storage operators segment is predicted to witness the highest growth rate, propelled by the swift development of carbon capture infrastructure and storage facilities. This sector is experiencing advantages from rising investments in pipeline networks and geological storage facilities, especially in areas with conducive subsurface formations such as depleted oil fields and saline aquifers. Moreover, the establishment of CO2 transport and storage hubs facilitates economies of scale by servicing many capture plants, thereby substantially decreasing per-ton handling expenses. Additionally, midstream operators are using their existing skills in oil and gas infrastructure while developing new abilities for long-term CO2 management, which helps create new sources of income in the changing low-carbon economy.
During the forecast period, the North America region is expected to hold the largest market share. This supremacy is ascribed to strong governmental backing, encompassing significant tax incentives such as the 45Q credit program and the terms of the Inflation Reduction Act. The region possesses considerable expertise in CCS technology, originating from its initial deployment in 1978 in California. Moreover, North America has extensive geological storage capacity and a robust infrastructure for CO2 transportation. Furthermore, prominent energy corporations based in the region are committing substantial resources to extensive CCS initiatives, exemplified by ExxonMobil's Houston CCS Hub, which intends to sequester up to 100 million tons of CO2 each year by 2040.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. Swift industrialization and heightened promises of decarbonization in significant economies like China, Japan, and India propel this rapid expansion. The region, accountable for almost 50% of global CO2 emissions, is experiencing significant governmental activities, including China's 14th Five-Year Plan, which prioritizes CCUS to diminish emissions by 10 million tons per year by 2030. Moreover, developments in catalytic conversion are generating economic incentives by converting captured CO2 into useful products. Furthermore, heightened expenditures in infrastructure and public-private partnerships are expediting the deployment of CCS across several industrial sectors.
Key players in the market
Some of the key players in Oil and gas carbon capture and storage Market include ExxonMobil Corporation, Shell plc, Chevron Corporation, Occidental Petroleum, Aker Carbon Capture, Air Liquide, Air Products and Chemicals Inc., Schlumberger Limited (SLB), Baker Hughes, Equinor ASA, TotalEnergies SE, Linde PLC, Canadian Natural Resources Ltd, QatarEnergy, Fluor Corporation, Mitsubishi Heavy Industries Ltd., ENEOS Corporation and Eni SpA.
In December 2025, Exxon Mobil is "well along" in a plan to build its first commercial power plant, fueled by natural gas, to directly supply electricity to data centers, the company announced. It's a new venture for the Spring-based oil and gas giant, which has in previous years defied pressure to get into the electricity business as other oil majors experimented with - and then moved away from - renewable energy.
In September 2024, Shell opens new tab, Equinor (EQNR.OL), opens new tab and TotalEnergies (TTEF.PA), opens new tab said on Thursday their carbon dioxide (CO2) storage project on Norway's west coast is now completed and ready to receive CO2, with its first deliveries expected next year.
In August 2024, Chevron was awarded a greenhouse gas assessment permit offshore Western Australia. The G-18-AP permit covers an area of approximately 8,467 km2 with water depths of 50-1100m. The permit area will be evaluated as part of a hub for storing third-party emissions, including those from Chevron's operated LNG assets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.