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市場調查報告書
商品編碼
2007909
碳捕獲與利用(CCU)技術市場預測至2034年-按服務類型、利用通路、技術、應用、最終用戶和地區分類的全球分析Carbon Capture Utilization Technologies Market Forecasts to 2034 - Global Analysis By Service Type, Utilization Pathway, Technology, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球碳捕獲和利用技術市場規模將達到 54 億美元,並在預測期內以 16.0% 的複合年成長率成長,到 2034 年將達到 178 億美元。
碳捕獲與利用技術是指從特定工業來源或大氣中捕獲二氧化碳(CO2),並透過化學、生物、地質或材料利用途徑轉化或儲存捕獲的CO2的整合系統和製程。這些技術包括燃燒後和燃燒前捕獲系統、胺基溶劑吸收、固體吸附劑技術、膜分離和礦化過程。其應用領域包括提高採收率、合成燃料生產、建材碳化、化學合成原料以及工業、能源和製造業的永久性地下封存。
擴大碳定價政策
主要經濟體碳定價政策的擴展正迫使工業營運商採用碳捕獲與利用(CCUS)技術作為合規工具,以應對不斷飆升的排放成本。歐盟排放交易體系(EU ETS)下的碳排放權價格以及美國《通貨膨脹控制法案》(IRA)下的45Q碳捕獲稅額扣抵,顯著改善了工業CCS設施的計劃經濟效益。石油和天然氣公司正將CCUS納入其脫碳承諾,這催生了大規模的資本投資項目,並推動了對碳捕獲技術供應商的設計、採購和施工(EPC)服務的需求。
高昂的資本成本和營運成本
高昂的資本和營運成本仍然是碳捕獲與利用技術廣泛應用的主要商業性障礙。這是因為目前燃燒後胺洗滌系統會造成高達15%至25%的能源損失,且需要大量的初始基礎設施投資。碳捕獲的經濟可行性很大程度上取決於碳權收入和地方政策獎勵,而這些因素在不同地區差異顯著。除非能夠獲得長期的政策支持,否則工業運營商不願投資建設專用的碳捕獲計劃,導致碳捕獲技術的應用僅限於一些先導項目和旨在滿足監管要求的項目。
與工業氫氣的整合
將碳捕獲技術整合到工業製氫過程中蘊藏著巨大的市場機會。這是因為,將碳捕獲技術應用於蒸汽甲烷重整製程的藍氫生產商,正在催生對大規模碳捕獲、利用與封存(CCUS)部署的需求。歐洲工業脫碳政策框架強制要求使用清潔氫,因此,在石化燃料製氫過程中進行碳捕獲是獲得綠色金融和監管支持的必要條件。大型能源公司對氫能經濟的持續投資,正在形成一系列資本密集的CCUS計劃,這意味著整個產業部門的天然氣和碳捕獲技術供應商將擁有永續的採購機會。
政策變化和補貼方面的不確定性
政策轉變的風險以及補貼的不確定性對碳捕獲與利用(CCUS)計劃的經濟可行性構成根本威脅。這是因為,投資資本密集基礎設施(其營運壽命長達數十年)需要穩定、長期的政策承諾,而這些承諾在當前的政治環境下無法得到可靠保障。政府碳定價框架、稅額扣抵方案或排放交易機制的任何變化都可能顯著影響計劃的盈利,並阻礙新的投資。此外,關於永久性二氧化碳儲存的法律責任以及地下儲存設施核准所需時間的監管不確定性,也進一步限制了計劃的資金籌措和保險。
新冠疫情導致供應鏈延誤、建築勞動力短缺,以及工業活動減少,短期內排放法規合規壓力降低,這些因素暫時擾亂了碳捕獲計劃的開發進度。疫情後,歐盟、美國和英國的綠色復甦獎勵策略包括對碳捕獲、利用與封存(CCUS)技術的大量投資獎勵,從根本上加快了計劃儲備的開發。疫情期間的金融計畫使政府對氣候基礎設施的大規模共同投資成為常態,這為碳捕獲計劃的資金籌措保持了勢頭。
在預測期內,預計使用服務細分市場規模最大。
在預測期內,利用服務領域預計將佔據最大的市場佔有率。這是因為市場對能夠產生收益型產品(而不僅僅是覆蓋儲存成本)的二氧化碳轉化路徑的商業性需求不斷成長,從而提升了碳捕獲、利用與封存(CCUS)計劃的整體經濟效益。二氧化碳在合成甲醇生產、建材碳化和提高採收率的利用,能夠產生可觀的利潤,抵消捕獲和處理成本。政策框架對利用路徑作為碳權額度來源的認可度不斷提高,也拓寬了利用服務供應商可開發的經營模式範圍。
在預測期內,提高採收率(EOR)領域預計將呈現最高的複合年成長率。
在預測期內,提高採收率(EOR)領域預計將呈現最高成長率,這主要得益於油氣業者尋求利用二氧化碳實現雙重效益-既能提高儲存油氣提高採收率,又能永久排放氣體的二氧化碳排放。與新建地下儲存計劃相比,美國、中東和北海地區已建立的EOR營運基礎設施降低了部署風險。主要碳定價框架內擴大二氧化碳EOR的監管信用合格,提高了計劃的經濟可行性,並加速了對二氧化碳EOR擴建專案的資本投資。
在預測期內,歐洲地區預計將佔據最大的市場佔有率。這主要得益於歐盟排放交易機制提供了全球最全面的碳定價框架、歐洲綠色交易下雄心勃勃的工業脫碳目標,以及各國政府對大型碳捕獲、利用與封存(CCUS)叢集計劃的大量共同投資。北海的儲存基礎設施和企業間的二氧化碳運輸網路正在降低計劃開發成本。包括殼牌公司和挪威國家石油公司(Equinor ASA)主要企業正在挪威、荷蘭和英國的工業區主導大規模的CCUS叢集投資。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這主要歸功於快速成長的工業排放創造了龐大的潛在市場,各國政府對碳捕獲、利用與封存(CCUS)示範計畫的投資不斷增加,以及日本、韓國和澳洲在實施碳定價政策方面的進展。中國的國家碳排放交易體係正促使能源密集產業加大合規投資。日本的CCUS藍圖和澳洲的碳捕獲研究計畫正在推動技術應用,並為跨區域知識轉移創造機會。
According to Stratistics MRC, the Global Carbon Capture Utilization Technologies Market is accounted for $5.4 billion in 2026 and is expected to reach $17.8 billion by 2034 growing at a CAGR of 16.0% during the forecast period. Carbon capture utilization technologies refer to integrated systems and processes that capture carbon dioxide emissions from industrial point sources or the atmosphere, then convert or store the captured CO2 through chemical, biological, geological, or materials-based utilization pathways. They encompass post-combustion and pre-combustion capture systems, amine-based solvent absorption, solid sorbent technologies, membrane separation, and mineralization processes. Applications include enhanced oil recovery, synthetic fuel production, building material carbonation, chemical synthesis feedstocks, and permanent geological sequestration across industrial, energy, and manufacturing sectors.
Carbon Pricing Policy Expansion
Carbon pricing policy expansion across major economies is compelling industrial operators to deploy carbon capture utilization technologies as compliance tools for managing escalating emissions cost liabilities. European Emissions Trading System carbon permit prices and U.S. Inflation Reduction Act 45Q tax credits for carbon capture are substantially improving project economics for industrial CCS installations. Oil and gas operators are incorporating CCUS into decarbonization pathway commitments, generating large capital expenditure programs that are driving engineering, procurement, and construction demand for capture technology providers.
High Capital and Operating Costs
High capital and operating costs remain the primary commercial barrier to widespread carbon capture utilization deployment, as current post-combustion amine scrubbing systems impose substantial energy penalties of 15-25% on host industrial facility output and require significant upfront infrastructure investment. The economic case for carbon capture depends heavily on carbon credit revenues and local policy incentives that vary considerably across jurisdictions. Without guaranteed long-term policy support, industrial operators are reluctant to commit capital to dedicated carbon capture infrastructure, limiting deployment beyond early-mover and compliance-driven projects.
Industrial Hydrogen Production Integration
Industrial hydrogen production integration presents a significant market opportunity as blue hydrogen producers incorporating carbon capture into steam methane reforming operations are generating large-scale CCUS deployment demand. Clean hydrogen mandates in European industrial decarbonization policy frameworks require carbon capture on fossil hydrogen production to qualify for green finance and regulatory support. Growing hydrogen economy investment by major energy companies is creating capital-intensive CCUS project pipelines that represent sustained procurement opportunities for capture technology providers across the natural gas and industrial sectors.
Policy Reversal and Subsidy Uncertainty
Policy reversal risk and subsidy uncertainty pose fundamental threats to carbon capture utilization project economics, as investment decisions for capital-intensive infrastructure with multi-decade operational lifespans require stable long-term policy commitments that current political environments cannot reliably guarantee. Changes in government carbon pricing frameworks, tax credit structures, or emissions trading system designs can materially alter project returns and deter new investment. Regulatory uncertainty around permanent CO2 storage liability and permitting timelines for geological sequestration sites additionally constrains project financing and insurance availability.
COVID-19 temporarily disrupted carbon capture project development timelines through supply chain delays, construction workforce shortages, and reduced industrial activity lowering near-term emissions compliance pressure. Post-pandemic green recovery stimulus packages in the EU, U.S., and UK incorporated substantial CCUS investment incentives that have structurally accelerated project pipeline development. Pandemic-era fiscal programs normalized large-scale government co-investment in climate infrastructure that is sustaining carbon capture project financing momentum.
The utilization services segment is expected to be the largest during the forecast period
The utilization services segment is expected to account for the largest market share during the forecast period, due to growing commercial demand for CO2 conversion pathways that generate revenue-generating products rather than pure storage costs, improving overall CCUS project economics. CO2 utilization in synthetic methanol production, building material carbonation, and enhanced oil recovery creates monetizable output streams that offset capture and processing costs. Policy frameworks increasingly recognize utilization pathways as eligible for carbon credit generation, expanding the addressable commercial model for utilization service providers.
The enhanced oil recovery (EOR) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the enhanced oil recovery (EOR) segment is predicted to witness the highest growth rate, driven by oil and gas operators seeking dual-benefit CO2 deployment that simultaneously increases reservoir hydrocarbon recovery and permanently sequesters captured emissions. Established EOR operational infrastructure in the United States, Middle East, and North Sea reduces implementation risk compared to greenfield geological storage projects. Growing regulatory credit eligibility for CO2-EOR in major carbon pricing frameworks is strengthening project economics and accelerating capital commitment to CO2-EOR expansion programs.
During the forecast period, the Europe region is expected to hold the largest market share, due to the EU Emissions Trading System providing the world's most comprehensive carbon pricing framework, ambitious industrial decarbonization mandates under the European Green Deal, and substantial government co-investment in flagship CCUS cluster projects. North Sea geological storage infrastructure and inter-company CO2 transport networks are reducing project development costs. Leading energy companies including Shell Plc and Equinor ASA are anchoring large-scale CCUS cluster investments across Norwegian, Dutch, and UK industrial sites.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to rapidly expanding industrial emissions creating large addressable markets, growing government investment in CCUS demonstration programs, and increasing carbon pricing policy adoption in Japan, South Korea, and Australia. China's national carbon trading scheme is generating compliance investment demand from energy-intensive industries. Japan's CCUS roadmap and Australia's carbon capture research programs are driving technology deployment and creating regional knowledge transfer opportunities.
Key players in the market
Some of the key players in Carbon Capture Utilization Technologies Market include Shell Plc, ExxonMobil Corporation, Chevron Corporation, TotalEnergies SE, Equinor ASA, Aker Carbon Capture, Carbon Clean Solutions, Linde Plc, Air Liquide, Fluor Corporation, Honeywell UOP, Mitsubishi Heavy Industries, Siemens Energy, Climeworks, Global Thermostat, Occidental Petroleum, BASF SE, and Dow Inc..
In March 2026, Occidental Petroleum broke ground on its second large-scale direct air capture facility in the Permian Basin targeting one million tonnes of annual CO2 removal capacity.
In February 2026, Aker Carbon Capture awarded a contract to deliver its Just Catch modular carbon capture unit to a major Norwegian cement production facility under a 15-year service agreement.
In January 2026, Carbon Clean Solutions commissioned its CycloneCC compact capture system at a U.K. industrial site, demonstrating 95% CO2 capture efficiency at significantly reduced footprint versus conventional systems.
In October 2025, Linde Plc finalized a strategic joint venture to develop large-scale CO2 liquefaction and transport infrastructure connecting industrial emitters to permanent geological storage sites.
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.