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市場調查報告書
商品編碼
1980012
CCUS材料市場預測至2034年:按材料類型、二氧化碳來源、服務模式、技術、應用、最終用戶和地區分類的全球分析CCUS Materials Market Forecasts to 2034 - Global Analysis By Material Type (Absorbents, Adsorbents, Membranes, Catalysts, Sorbents, and Metal-Organic Frameworks (MOFs)), Source of CO2, Service Model, Technology, Application, End User, and By Geography |
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根據 Stratistics MRC 的研究,全球 CCUS 材料市場預計將在 2026 年達到 48 億美元,並在預測期內以 5.9% 的複合年成長率成長,到 2034 年達到 76 億美元。
碳捕獲、利用與封存(CCUS)材料是指用於碳捕獲、利用與封存過程中的專用物質,例如吸收劑、吸附劑、薄膜、催化劑和溶劑,這些物質能夠從工業排放氣體中分離和處理二氧化碳。這些材料構成了碳捕獲系統的功能核心,能夠有效地從發電廠、水泥廠和其他重工業排放源產生的廢氣中分離二氧化碳。先進的CCUS材料,例如金屬有機框架(MOF)和胺基溶劑,正在推動捕獲效率的提升、能耗的降低以及系統整體經濟性的提高。
政府強制要求減少碳排放
包括歐盟、美國和中國在內的主要經濟體的政府已製定具有法律約束力的淨零排放目標,強制要求將碳捕獲、利用和儲存作為工業部門脫碳的關鍵手段。強制性碳定價機制、排放交易體系和碳邊境調節政策為重工業採用碳捕獲技術提供了直接的經濟獎勵,顯著增加了對構成這些技術核心的專用吸收劑、薄膜和催化劑的需求。
計劃需要大量資金投入。
商業規模碳捕集設施的建設和運作需要巨額資本投入,包括採購專用材料、設計捕集系統、開發二氧化碳壓縮和運輸基礎設施以及建造地下儲存設施。這些成本對許多工業企業來說仍然是一大障礙,尤其是在水泥和鋼鐵等低利潤行業。如果沒有永續的政府補貼和碳定價機制來提高碳捕集計劃的經濟吸引力,這些高昂的資本門檻很可能會繼續阻礙其普及。
全球各產業脫碳的努力正在不斷擴大。
鋼鐵、水泥、化工和發電等行業正面臨來自監管機構、投資者和客戶日益成長的脫碳壓力,但卻缺乏現成的替代燃燒製程的方案。對於這些難以排放的產業而言,碳捕獲、利用與儲存(CCUS)是無需重組生產即可實現排放的最具商業性可行性的短期途徑。隨著企業對淨零排放目標的日益重視以及政府對工業CCUS示範計劃的投入不斷增加,先進回收材料的市場正在全球範圍內不斷擴大和深化,並應用於各種工業領域。
目前回收技術存在較高的能量損失
主流的基於胺溶劑吸收的燃燒後碳捕集技術會為實施該技術的設施帶來顯著的能源消耗,通常會大幅降低淨能源輸出。這種能源成本會增加營運費用,因為需要額外的燃料消耗來維持捕集過程的運作,從而削弱其整體氣候效益。開發具有高選擇性和高捕集能力,同時顯著降低再生能源需求的下一代捕集材料,仍然是一項重大的技術挑戰。
在新冠疫情期間,隨著各國政府和各產業加強對長期排放的承諾,碳捕獲、利用與封存(CCUS)材料市場獲得了策略性的發展動力。在綠色復甦計畫和以永續性發展為導向的經濟措施的推動下,碳捕獲基礎設施的投資加速成長。在日益重視工業排放法規和氣候變遷適應能力的背景下,對先進吸收劑、薄膜和催化劑材料的研究活動也隨之擴大。此外,能源生產商和技術開發商之間的合作強化了商業化路徑,即使在後疫情時代,也為市場的穩定發展提供了支持。
預計在預測期內,吸收性材料細分市場將佔據最大的市場佔有率。
由於吸收劑具有較高的碳捕獲效率和在工業設施和發電廠的廣泛應用,預計在預測期內,吸收劑領域將佔據最大的市場佔有率。固體溶劑、胺基溶液和金屬有機框架(MOFs)的持續技術創新,使吸收劑材料展現出卓越的二氧化碳選擇性和再生能力。此外,在可擴展性、成本最佳化和與現有捕獲系統的兼容性方面的進步,也鞏固了其在大規模碳捕獲、利用與封存(CCUS)設施中的主導地位。
在預測期內,點源細分市場預計將呈現最高的複合年成長率。
在預測期內,點源碳捕集領域預計將呈現最高的成長率,這主要得益於水泥廠、煉油廠和火力發電廠等集中排放設施對碳捕集技術的日益普及。嚴格的排放目標和工業脫碳的需求推動了點源碳捕集解決方案的發展,以實現可衡量且即時的碳減排。此外,與提高石油採收率(EOR)和工業利用途徑的結合,正在加速高排放產業對點源碳捕集技術的應用。
在整個預測期內,由於聯邦政府的大力支持、稅收優惠以及完善的碳捕獲、利用與封存(CCUS)基礎設施,北美預計將保持最大的市場佔有率。在領先的研究生態系統以及能源公司和技術供應商之間緊密合作的推動下,該地區正在加速創新回收材料的商業化進程。此外,完善的法規結構和活躍的碳儲存計劃也進一步鞏固了北美在CCUS材料應用領域的領先地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於工業生產的擴張和對碳中和目標的日益重視。在政府主導的脫碳計畫和對低碳技術投資增加的推動下,中國、日本、韓國和印度的各產業正積極採用碳捕獲、利用與封存(CCUS)解決方案。此外,不斷擴大的公私合營以及基礎設施建設的進步正在加速材料創新和全部區域大型計劃的實施。
According to Stratistics MRC, the Global CCUS Materials Market is accounted for $4.8 billion in 2026 and is expected to reach $7.6 billion by 2034 growing at a CAGR of 5.9% during the forecast period. CCUS materials are specialized substances including absorbents, adsorbents, membranes, catalysts, and sorbents used in carbon capture, utilization, and storage processes to separate and process carbon dioxide from industrial emissions. These materials form the functional core of carbon capture systems, enabling efficient CO2 separation from flue gases produced by power plants, cement factories, and other heavy industrial sources. Advanced CCUS materials such as metal-organic frameworks and amine-based solvents are driving improvements in capture efficiency, energy consumption reduction, and overall system economics.
Government mandates for carbon emission reduction
Governments across major economies including the European Union, United States, and China have established legally binding net-zero emission commitments that require carbon capture, utilization, and storage as a critical tool for decarbonizing industrial sectors. Mandatory carbon pricing mechanisms, emissions trading systems, and carbon border adjustment policies create direct financial incentives for heavy industry to deploy carbon capture technology, generating substantial and growing demand for the specialized absorbents, membranes, and catalysts that form the functional core.
High capital investment requirements for projects
Construction and operation of commercial-scale carbon capture facilities requires enormous capital investment, including specialized material procurement, engineering of capture systems, development of CO2 compression and transport infrastructure, and establishment of geological storage sites. These costs remain prohibitive for many industrial operators, especially in sectors with tight margins such as cement and steel. Without sustained government subsidies or carbon pricing at levels sufficient to make capture projects financially attractive, the high capital barrier continues to slow.
Expanding industrial decarbonization commitments globally
Industrial sectors including steel, cement, chemicals, and power generation face mounting decarbonization pressure from regulators, investors, and customers but lack readily available alternatives to combustion-based processes. For these hard-to-abate industries, CCUS represents the most commercially viable near-term pathway to reducing emissions without restructuring production. Growing corporate net-zero commitments and expanding government funding for industrial CCUS demonstration projects are creating a broad and deepening market for advanced capture materials across diverse industrial applications globally.
High energy penalty of current capture technologies
The dominant post-combustion carbon capture technologies based on amine solvent absorption impose a significant energy penalty on facilities where deployed, typically reducing net energy output by a meaningful percentage. This energy cost increases operational expenses and reduces the overall climate benefit by requiring additional fuel consumption to run the capture process. The challenge of developing next-generation capture materials that deliver high selectivity and capacity at substantially lower regeneration energy requirements remains a critical technical barrier.
The CCUS Materials Market experienced strategic momentum during the COVID-19 period as governments and industries reinforced long-term decarbonization commitments. Spurred by green recovery initiatives and sustainability-focused stimulus packages, investments in carbon capture infrastructure accelerated. Fueled by heightened emphasis on industrial emission control and climate resilience, research activities surrounding advanced absorbents, membranes, and catalytic materials expanded. Additionally, collaborations between energy producers and technology developers strengthened commercialization pathways, reinforcing steady market advancement in the post-pandemic landscape.
The absorbents segment is expected to be the largest during the forecast period
The absorbents segment is expected to account for the largest market share during the forecast period, due to its high carbon capture efficiency and broad applicability across industrial facilities and power generation plants. Propelled by continuous innovation in solid sorbents, amine-based solutions, and metal-organic frameworks, absorbent materials demonstrate superior CO2 selectivity and regeneration performance. Furthermore, scalability, cost optimization advancements, and compatibility with existing capture systems strengthen their dominant adoption across large-scale CCUS installations.
The point source segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the point source segment is predicted to witness the highest growth rate, driven by increasing implementation of carbon capture technologies at concentrated emission sites such as cement plants, refineries, and thermal power stations. Spurred by stringent emission reduction targets and industrial decarbonization mandates, point source capture solutions enable measurable and immediate carbon mitigation. Additionally, integration with enhanced oil recovery and industrial utilization pathways is accelerating deployment across high-emission sectors.
During the forecast period, the North America region is expected to hold the largest market share, owing to substantial federal funding, tax incentives, and established CCUS infrastructure. Propelled by advanced research ecosystems and strong collaboration between energy companies and technology providers, the region demonstrates early commercialization of innovative capture materials. Moreover, supportive regulatory frameworks and active carbon storage projects reinforce North America's leadership in CCUS materials deployment.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to expanding industrial output and rising commitment toward carbon neutrality targets. Spurred by government-backed decarbonization programs and increasing investments in low-carbon technologies, industries across China, Japan, South Korea, and India are actively adopting CCUS solutions. Furthermore, growing public-private partnerships and infrastructure expansion are accelerating material innovation and large-scale project implementation across the region.
Key players in the market
Some of the key players in CCUS Materials Market include Exxon Mobil Corporation, Shell plc, BP plc, TotalEnergies SE, Chevron Corporation, Schlumberger Limited, Baker Hughes Company, Honeywell International Inc., Linde plc, Air Liquide, Mitsubishi Heavy Industries, Ltd., Siemens Energy AG, Aker Solutions ASA, Halliburton Company, BASF SE and Dow Inc.
In February 2026, TotalEnergies outlined 2026 objectives, emphasizing relentless emissions reduction. The company reinforced CCUS deployment, focusing on materials innovation and partnerships to strengthen resilience and accelerate carbon management across industrial and power sectors.
In January 2026, Shell published its Energy Security Scenarios, highlighting CCUS as critical for balancing energy security and decarbonization. The company reinforced investment in carbon management technologies, including capture materials, to support global climate goals.
In December 2025, ExxonMobil updated its 2030 plan, accelerating emissions-intensity targets to 2026. The company emphasized CCUS materials innovation, leveraging advantaged assets and cost savings to strengthen competitiveness in carbon capture and storage projects.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.