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市場調查報告書
商品編碼
2007915
直接空氣回收(DAC)系統市場預測至2034年-能源來源、部署類型、技術、應用、最終用戶和地區分類的全球分析Direct Air Capture Systems Market Forecasts to 2034 - Global Analysis By Energy Source (Renewable Energy-based DAC, Grid-powered DAC, Hybrid Energy Systems and Other Energy Sources), Deployment Mode, Technology, Application, End User and Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球直接空氣捕捉系統市場規模將達到 5 億美元,並在預測期內以 12.6% 的複合年成長率成長,到 2034 年將達到 13 億美元。
直接大氣捕集系統(ATS)是指利用化學方法直接從大氣中提取二氧化碳的設施和設備,以實現與碳源無關的碳去除。這些系統採用固體吸附劑或液體溶劑接觸器,透過排放的吸附/解吸或吸收/汽提過程來濃縮二氧化碳,以便永久地下儲存或用於工業用途。系統配置從模組化貨櫃式單元到大規模集中式工廠不等,旨在滿足淨排放目標和排碳權市場義務,動力來源可再生能源、電網電力或混合能源來源。
對淨零碳排放信用的需求
在企業永續發展計劃的推動下,對淨零碳權的需求成為直接空氣捕集系統部署的主要商業性驅動力。這是因為企業越來越需要持久且檢驗的碳移除信用額度,以抵銷僅靠業務營運調整無法消除的剩餘排放。微軟和Stripe等主要企業與直接空氣捕集業者簽訂的企業購銷協議,為商業性定價樹立了先例,並使開發階段的資金籌措更加透明。自願碳市場對持久性碳移除信用額度的需求,已催生了數十億美元的期貨購買合約,從而為這些設施的資金籌措提供了資金支持。
能源需求過高
目前的熱化學和電化學捕集製程每捕集一噸二氧化碳需要消耗大量的電力或熱量,在目前的能源價格下,這導致其運作成本居高不下。這些過高的能源需求限制了直接空氣捕集系統的經濟可行性。對於大多數運作中的直接空氣捕集設施而言,每噸二氧化碳的去除成本仍然遠高於自願性碳市場價格。在可再生能源成本持續下降且製程效率的提高能夠降低單位面積的能耗之前,直接空氣捕集技術的部署仍將依賴政府獎勵和自願性碳市場溢價。
政府搬遷採購計劃
政府支持的碳去除採購計畫為市場帶來了變革性的發展機會。美國能源局(DOE) 的區域直接空氣捕集中心計畫和歐盟的碳去除認證框架正在建構需求錨定機制,從而降低商業規模設施的投資風險。政府擔保的啟動合約降低了計劃開發商的收入不確定性,並改善了資金籌措條件。將政府採購確立為需求基準,使直接空氣捕集業者能夠為大型設施獲得商業性資金籌措,否則這些設施如果沒有補貼支持將無法獲利。
與基於自然的解決方案的競爭
來自植樹造林、森林再造林和土壤固碳等基於自然的碳捕獲解決方案的競爭,對直接空氣捕獲市場的發展構成了重大威脅。這是因為這些替代方案目前每噸二氧化碳去除的成本顯著降低,因此受到對成本敏感的自願性碳市場買家的青睞。企業永續發展負責人正將大部分碳捕獲預算分配給低成本的基於自然的解決方案,而不是高成本的人工去除技術。除非規模經濟和技術創新能夠顯著降低直接空氣捕獲的成本,否則來自基於自然的解決方案的競爭很可能會限制目標市場的成長。
疫情期間,該產業尚處於商業化初期,因此新冠疫情對直接空氣捕集(DAC)技術發展的直接影響有限。然而,疫情後的綠色復甦獎勵策略顯著加快了政府對碳去除技術示範計畫的投資承諾。疫情期間的供應鏈中斷凸顯了捕集系統專用吸附劑和溶劑材料採購的戰略風險。疫情後企業加速推動淨零排放承諾,進一步增強了市場對直接空氣捕集碳權額的自願性碳市場需求。
在預測期內,以可再生能源為基礎的直接空氣品質(DAC)細分市場預計將成為最大的細分市場。
預計在預測期內,基於可再生能源的直接空氣淨化(DAC)細分市場將佔據最大的市場佔有率,因為透過永續的碳移除途徑實現淨零排放變得日益重要。在太陽能和風力發電與DAC系統整合的推動下,該細分市場最大限度地減少了生命週期排放,並提高了環境可行性。不斷擴大的監管支持、碳權獎勵以及企業對脫碳的承諾,進一步加速了可再生能源動力來源的DAC的普及,使其成為商業性可擴展性和環境友好性的解決方案。
預計在預測期內,模組化系統細分市場將呈現最高的複合年成長率。
在預測期內,模組化系統領域預計將呈現最高的成長率,這主要得益於其部署柔軟性、相比大型工廠更低的單位資本投資以及透過標準化生產流程實現快速規模化生產的潛力。模組化直接空氣回收裝置能夠根據不斷成長的排碳權收入逐步擴大產能,並降低早期營運商的商業性風險。多家領先的直接空氣回收公司正在運用「學習曲線式成本降低」原則,並推行模組化工廠生產策略,以加速其每噸成本的降低。
在預測期內,歐洲地區預計將佔據最大的市場佔有率。這主要得益於強力的政府碳移除政策框架、歐洲企業為實現永續發展目標而推動的自願性碳市場高需求,以及領先的直接空氣捕集技術開發商的存在。 Climeworks公司位於冰島的「猛獁」(Mammoth)設施是全球最大的在運作中直接空氣捕集設施之一,象徵歐洲的技術領先地位。歐盟碳移除認證框架的完善正在發出監管需求訊號,吸引對全部區域商業設施的投資。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於企業永續發展舉措的不斷推進、日本和澳大利亞政府碳移除政策項目的訂定,以及豐富的可再生能源資源使得直接空氣捕集(DAC)項目能夠以具有成本競爭力的方式運行。日本的「綠色轉型」計畫包含政府共同投資支持的直接空氣捕集(DAC)部署目標。澳洲豐富的可再生能源資源和地下儲存潛力為大規模直接空氣捕集(DAC)設施的開發創造了有利條件。
According to Stratistics MRC, the Global Direct Air Capture Systems Market is accounted for $0.5 billion in 2026 and is expected to reach $1.3 billion by 2034 growing at a CAGR of 12.6% during the forecast period. Direct air capture systems refer to engineered facilities and equipment that extract carbon dioxide directly from ambient atmospheric air through chemical processes, enabling carbon removal independent of emission point sources. They utilize solid sorbent materials or liquid solvent contactors in cyclical adsorption-desorption or absorption-stripping processes to concentrate CO2 for permanent geological sequestration or industrial utilization. System configurations range from modular containerized units to large-scale centralized plants, powered by renewable energy, grid electricity, or hybrid energy sources, targeting net-negative emissions goals and carbon credit market obligations.
Net-Zero Carbon Credit Demand
Net-zero carbon credit demand from corporate sustainability commitments is the primary commercial driver for direct air capture system deployment, as organizations increasingly require high-permanence, verifiable carbon removal credits to offset residual emissions that cannot be eliminated through operational changes. Corporate offtake agreements with direct air capture operators from leading technology companies including Microsoft Corporation and Stripe Inc. have established commercial pricing precedents and provided development-stage capital visibility. Voluntary carbon market demand for durable removal credits is generating multi-billion-dollar forward purchase commitments that are enabling facility financing.
Prohibitive Energy Requirements
Prohibitive energy requirements constrain direct air capture system economic viability, as current thermochemical and electrochemical capture processes require substantial electricity or heat input per tonne of CO2 captured, significantly elevating operating costs at current energy prices. Cost per tonne of CO2 removal remains substantially above voluntary carbon market pricing for most operational direct air capture facilities. Until renewable energy costs continue declining and process efficiency improvements reduce specific energy consumption, direct air capture deployment will remain dependent on government incentives and premium voluntary carbon market pricing support.
Government Removal Procurement Programs
Government carbon dioxide removal procurement programs represent a transformative market development opportunity, as the U.S. DOE's Regional Direct Air Capture Hubs program and EU Carbon Removal Certification Framework are creating demand anchor mechanisms that de-risk commercial-scale facility investments. Government-backed offtake guarantees reduce revenue uncertainty for project developers and improve financing conditions. The establishment of government procurement as a baseline demand signal is enabling direct air capture operators to secure commercial financing for large-scale facilities that would otherwise be unviable without subsidy support.
Nature-based Solution Competition
Competition from nature-based carbon removal solutions including afforestation, reforestation, and soil carbon sequestration represents a significant threat to direct air capture market development, as these alternatives currently offer substantially lower cost per tonne of CO2 removed that is preferred by cost-sensitive voluntary carbon market buyers. Corporate sustainability buyers are allocating the majority of carbon removal budgets to lower-cost nature-based solutions rather than high-cost engineered removals. Unless direct air capture costs decline substantially through scale economies and technological innovation, competition from natural solutions will constrain addressable market growth.
COVID-19 had limited direct impact on direct air capture development given the sector's early-stage commercialization status during the pandemic period, but post-pandemic green recovery stimulus substantially accelerated government investment commitments to carbon removal technology demonstration programs. Pandemic-era supply chain disruptions highlighted strategic material sourcing risks for specialized sorbent and solvent materials used in capture systems. Post-pandemic corporate net-zero commitment acceleration has generated stronger voluntary carbon market demand for direct air capture credits.
The renewable energy-based DAC segment is expected to be the largest during the forecast period
The renewable energy-based DAC segment is expected to account for the largest market share during the forecast period, due to increasing emphasis on achieving net-zero emissions through sustainable carbon removal pathways. Fueled by the integration of solar and wind energy with DAC systems, this segment minimizes lifecycle emissions and enhances environmental viability. Growing regulatory support, carbon credit incentives, and corporate decarbonization commitments are further accelerating adoption, positioning renewable-powered DAC as a commercially scalable and environmentally preferred solution.
The modular systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the modular systems segment is predicted to witness the highest growth rate, driven by their deployment flexibility, lower capital commitment per unit compared to large-scale plants, and rapid manufacturing scale-up potential through standardized production processes. Modular direct air capture units enable incremental capacity expansion aligned with carbon credit revenue growth, reducing commercial risk for early-stage operators. Several leading direct air capture companies are pursuing modular factory production strategies that apply learning curve cost reduction principles to accelerate per-tonne cost decline trajectories.
During the forecast period, the Europe region is expected to hold the largest market share, due to strong government carbon removal policy frameworks, high voluntary carbon market demand from European corporate sustainability commitments, and presence of leading direct air capture technology developers. Climeworks' Mammoth facility in Iceland represents the world's largest operational direct air capture installation, anchoring European technology leadership. EU carbon removal certification framework development is creating regulatory demand signals that are attracting commercial facility investment across the region.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to growing corporate sustainability commitment adoption, emerging government carbon removal policy programs in Japan and Australia, and substantial renewable energy availability enabling cost-competitive direct air capture operations. Japan's Green Transformation program includes direct air capture deployment targets supported by government co-investment. Australia's abundant renewable energy resources and geological storage potential create favorable conditions for large-scale direct air capture facility development.
Key players in the market
Some of the key players in Direct Air Capture Systems Market include Climeworks, Global Thermostat, Carbon Engineering, Heirloom Carbon, Skytree, Infinitree, Soletair Power, Shell Plc, Occidental Petroleum, Aker Carbon Capture, Linde Plc, Air Liquide, Siemens Energy, Mitsubishi Heavy Industries, Schlumberger, Baker Hughes, ExxonMobil, and Chevron.
In March 2026, Heirloom Carbon commissioned its first commercial-scale enhanced rock weathering direct air capture facility in the U.S., deploying its novel low-cost mineral-based capture approach.
In February 2026, Occidental Petroleum expanded its STRATOS direct air capture facility capacity through additional module installations, targeting 100,000 tonne annual CO2 removal milestone.
In January 2026, Climeworks announced construction commencement of its next-generation Mammoth II direct air capture facility with three times the CO2 removal capacity of the original installation.
In November 2025, Carbon Engineering completed its technology license agreement with a major Middle East energy company for deployment of commercial-scale direct air capture plants.
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.