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市場調查報告書
商品編碼
1802964
2032 年碳捕獲聚合物市場預測:按聚合物類型、捕獲方法、最終用戶和地區進行的全球分析Carbon Capture Polymers Market Forecasts to 2032 - Global Analysis By Polymer Type, Capture Method, End User and By Geography |
根據 Stratistics MRC 的數據,全球碳捕獲聚合物市場預計在 2025 年達到 33 億美元,到 2032 年將達到 68 億美元,預測期內的複合年成長率為 10.7%。
碳捕獲聚合物是一種先進材料,旨在選擇性地吸收、儲存並有時釋放來自工業排放、大氣和能源系統的二氧化碳。這些聚合物採用客製化的官能基和多孔結構,提供了一種可擴展、輕質且經濟高效的替代方案,可取代胺和金屬有機骨架等傳統吸附劑。其應用範圍廣泛,從煙氣處理到直接空氣捕獲,使其成為淨零排放和脫碳目標的關鍵推動因素。
根據國際能源總署(IEA)的數據,到2030年,每年的碳捕獲能力需要擴大到12億噸以上,才能達到淨零目標。
嚴格的政府氣候政策和碳定價
嚴格的政府氣候政策,例如碳排放稅和排放交易計劃,是市場的主要驅動力。這些計劃為工業排放提供財政獎勵,鼓勵他們採用碳捕獲技術,從而降低合規成本。此外,具有約束力的國際協議,例如《巴黎協定》,要求各國設定嚴格的脫碳目標。這種政策主導創造了對碳捕獲聚合物(分離製程所必需的)的穩定需求,並為技術開發商和材料供應商提供了有利的投資環境。
資本和營運成本高
碳捕集設備安裝需要大量的資本投入,持續的營運成本也是市場發展的重大限制。分離製程(尤其是胺基吸收製程)的能源密集特性導致營運成本高。此外,先進聚合物和薄膜的特殊性能也導致材料成本高。這些重大的經濟障礙可能會阻礙碳捕集技術的廣泛應用,尤其是在成本敏感產業和缺乏強大碳定價機制的地區,減緩市場滲透率和擴充性。
捕獲碳的利用
利用捕獲的碳打造的全新價值鏈提供了巨大的成長機會。捕獲的二氧化碳可以轉化為有價值的產品,例如聚合物本身、永續燃料和化學品,從而建立循環經濟模式。此外,提高採收率(EOR) 仍然是碳利用的關鍵商業性驅動力。從單純的碳封存到收益的轉變將提高捕獲計劃的經濟效益,並刺激對用於煉油和加工階段的高性能聚合物的需求。
政策和監管的不確定性
碳捕獲產業嚴重依賴政府獎勵、扣除額和穩定的氣候政策。政治局勢的突然變化或支持框架推出的延遲可能會破壞計劃資金籌措和投資者信心。此外,缺乏全球統一的碳定價策略會造成不公平的競爭環境,阻礙對新技術的投資,並可能減緩碳捕獲聚合物的廣泛應用。
新冠疫情最初擾亂了碳捕集聚合物市場,導致供應鏈中斷,並因經濟不確定性和停工而推遲了大型計劃的最終投資決策。然而,這場危機也加速了人們對綠色復甦的關注,許多政府將碳捕集納入其經濟獎勵策略。對永續復甦的重新重視最終增強了疫情後的長期市場前景和政策支持。
預計聚合物膜細分市場將成為預測期內最大的細分市場
預計聚合物膜領域將在預測期內佔據最大的市場佔有率,這得益於其在氣體分離製程(尤其是燃燒前捕集和天然氣處理)中的成熟應用。與液胺系統相比,其營運效率、擴充性和相對較低的能耗推動了其應用。此外,混合基質膜等膜材料的持續技術創新正在提高分離性能和耐化學性,以鞏固其在該領域的主導地位。
直接空氣捕獲(DAC)領域預計在預測期內實現最高複合年成長率
預計直接空氣捕獲 (DAC) 領域將在預測期內呈現最高成長率,這得益於解決分散式排放排放並實現負排放的潛力。技術進步和企業對碳去除額度投資的增加是關鍵的成長催化劑。此外,政府專門針對二氧化碳去除 (CDR) 的支持性政策正在為 DAC 技術所必需的專用吸附劑和聚合物創造一個新興且快速擴張的市場。
預計北美將在預測期內佔據最大的市場佔有率。這得益於美國聯邦政府的支持政策,例如美國45Q稅額扣抵,這些政策為捕碳封存(CCS)計劃提供了強力的財政獎勵。此外,工業排放的高度集中及其在提高採收率(EOR)作業方面的大量投資,正在推動對捕獲技術的需求。主要技術供應商的存在和廣泛的二氧化碳管道基礎設施進一步鞏固了其主導地位。
預計亞太地區將在預測期內實現最高的複合年成長率,這得益於工業製造和發電行業的快速擴張,尤其是在中國和印度。各國政府越來越重視實現淨零排放承諾,促使乾淨科技的投資增加。此外,該地區的國際合作和對CCS示範計劃的資助正在加速技術應用,為碳捕獲聚合物市場創造了一個高成長環境。
According to Stratistics MRC, the Global Carbon Capture Polymers Market is accounted for $3.3 billion in 2025 and is expected to reach $6.8 billion by 2032 growing at a CAGR of 10.7% during the forecast period. Carbon capture polymers are advanced materials engineered to selectively absorb, store, and sometimes release carbon dioxide from industrial emissions, ambient air, or energy systems. Designed with tailored functional groups and porous architectures, these polymers provide scalable, lightweight, and cost-efficient alternatives to traditional sorbents like amines or metal-organic frameworks. Their adaptability across applications ranging from flue gas treatment to direct air capture positions them as a crucial enabler in achieving net-zero and decarbonization goals.
According to the International Energy Agency (IEA), to meet net-zero goals, the annual capacity of CO2 capture must scale up to over 1.2 gigatonnes by 2030.
Stringent government climate policies and carbon pricing
Stringent government climate policies, including carbon taxes and emissions trading schemes, are primary market drivers. These mechanisms financially incentivize industrial emitters to adopt carbon capture technologies to mitigate regulatory compliance costs. Additionally, binding international agreements like the Paris Accord compel nations to enact rigorous decarbonization targets. This creates a stable, policy-driven demand for carbon capture polymers, which are essential in separation processes, ensuring a favorable investment landscape for technology developers and materials suppliers.
High capital and operational costs
The significant capital expenditure required for installing carbon capture units and the ongoing operational expenses present a major market restraint. The energy-intensive nature of separation processes, particularly amine-based absorption, elevates operational costs. Moreover, the specialized nature of advanced polymers and membranes contributes to high material costs. These substantial financial barriers can deter widespread adoption, especially among cost-sensitive industries and in regions without strong carbon pricing mechanisms, potentially slowing market penetration and scalability.
Utilization of captured carbon
The emerging value chain for utilizing captured carbon presents a substantial growth opportunity. Captured CO2 can be transformed into valuable products, including polymers themselves, sustainable fuels, and chemicals, creating circular economy models. Additionally, enhanced oil recovery (EOR) remains a significant commercial driver for carbon utilization. This transition from pure sequestration to monetization improves the economic viability of capture projects, thereby stimulating demand for high-performance polymers used in the purification and processing stages.
Policy and regulatory uncertainty
The carbon capture industry is heavily reliant on government incentives, tax credits, and stable climate policies. Sudden political shifts or delays in implementing supportive frameworks can destabilize project financing and investor confidence. Moreover, the lack of a globally unified carbon pricing strategy creates an uneven playing field, potentially stifling investment in new technologies and delaying the widespread deployment of carbon capture polymers.
The COVID-19 pandemic initially disrupted the carbon capture polymers market, causing supply chain interruptions and delays in final investment decisions for large-scale projects due to economic uncertainty and lockdowns. However, the crisis also accelerated the focus on a green recovery, with many governments integrating carbon capture into their economic stimulus packages. This renewed emphasis on building back sustainably has ultimately bolstered long-term market prospects and policy support post-pandemic.
The polymeric membranes segment is expected to be the largest during the forecast period
The polymeric membranes segment is expected to account for the largest market share during the forecast period due to its well-established application in gas separation processes, particularly in pre-combustion capture and natural gas processing. Their operational efficiency, scalability, and relatively lower energy consumption compared to liquid amine systems drive adoption. Additionally, continuous innovation in membrane materials, such as mixed matrix membranes, enhances separation performance and chemical resistance, cementing their dominance in this sector.
The direct air capture (DAC) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the direct air capture (DAC) segment is predicted to witness the highest growth rate, fueled by its potential to address emissions from distributed sources and achieve negative emissions. Technological advancements and growing corporate investment in carbon removal credits are key growth catalysts. Moreover, supportive government policies specifically targeting carbon dioxide removal (CDR) are creating a nascent but rapidly expanding market for specialized sorbents and polymers essential for DAC technologies.
During the forecast period, the North America region is expected to hold the largest market share, driven by supportive federal policies such as the 45Q tax credit in the US, which provides a strong financial incentive for carbon capture and storage (CCS) projects. Furthermore, a high concentration of industrial emitters and significant investments in enhanced oil recovery (EOR) operations create a robust demand for capture technologies. The presence of leading technology providers and extensive CO2 pipeline infrastructure further solidifies its dominant position.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to rapidly expanding industrial manufacturing and power generation sectors, particularly in China and India. Growing governmental focus on meeting net-zero commitments is prompting increased investment in clean technology. Additionally, international collaborations and funding for CCS demonstration projects in the region are accelerating technology adoption, creating a high-growth environment for the carbon capture polymers market.
Key players in the market
Some of the key players in Carbon Capture Polymers Market include Air Products and Chemicals, Inc., Air Liquide S.A., Honeywell International Inc., Evonik Industries AG, Fujifilm Corporation, Linde Engineering (Linde plc), UBE Corporation, Grasys JSC, Covestro AG, Novomer Inc., TotalEnergies SE, BASF SE, Shell plc, SK Innovation Co., Ltd., Carbon Clean Solutions Ltd. and Newlight Technologies, Inc.
In November 2024, UBE Corporation announced today that it has launched new composite products designed to help reduce greenhouse gas (GHG) emissions and environmental impact. These composite products employ recycled carbon fiber with traceability, leveraging the technologies behind UBE's long track-record in developing engineering plastics.
In July 2023, Vallourec and Evonik Industries AG have recently signed a Memorandum of Understanding (MoU) for the development of tubular solutions for Carbon Capture, Utilization and Storage (CCUS). As part of the collaboration, the companies will work to develop an innovative, corrosion-resistant CO2 transportation technology for the CCUS industry and thereby address one of the key challenges of CO2 transportation and storage.
In April 2023, Linde announced it has signed an agreement with Heidelberg Materials, one of the world's largest building materials companies, to jointly build, own and operate a large-scale carbon capture and liquefaction facility.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.