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市場調查報告書
商品編碼
2007924
二氧化碳運輸基礎設施市場預測至2034年-按組件、運輸方式、技術、應用、最終用戶和地區分類的全球分析CO2 Transport Infrastructure Market Forecasts to 2034 - Global Analysis By Component (Pipelines & Networks, Storage Terminals, Transport Vessels and Monitoring Equipment), Transport Mode, Technology, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球二氧化碳運輸基礎設施市場規模將達到 12 億美元,並在預測期內以 11.6% 的複合年成長率成長,到 2034 年將達到 29 億美元。
二氧化碳運輸基礎設施是指將從工業排放源捕獲的二氧化碳輸送到永久性地下儲存和利用設施所需的實體網路資產、設備以及相關的監控和控制系統。這包括專用二氧化碳管道網路、壓縮站和泵站、用於海上和國際運輸路線的船型二氧化碳運輸船、陸上和海上二氧化碳儲存終端和注入設施,以及即時管道健康監測和洩漏檢測系統。
CCUS基礎設施叢集的開發
將多個工業排放源連接到共用的二氧化碳運輸和儲存基礎設施的碳捕集、利用與封存(CCUS)基礎設施叢集發展計劃,是推動二氧化碳運輸投資的主要動力。這是因為與針對單一排放源的專用計劃相比,共用基礎設施的經濟效益顯著降低了每噸二氧化碳的捕集和運輸成本。挪威的「北極光」計劃、英國的HyNet計畫和鹿特丹的「碳中心」等歐洲工業叢集正在建立商業性的共用基礎設施模式,鼓勵工業排放的參與。政府對二氧化碳運輸骨幹網路的共同投資,可以降低早期基礎建設的風險,並為擴大工業排放之間的互聯互通奠定基礎。
監管和授權的困難
二氧化碳管道基礎設施和海上地下儲存項目建設中複雜的監管和授權對計劃進度和成本構成重大阻礙。這是因為大多數市場在二氧化碳運輸分類、安全標準和責任認定方面的跨司法管轄區法規結構仍不完善。陸上二氧化碳管道的選址面臨社會認可的挑戰,類似天然氣基礎設施位置引發的爭議。獲得永久性海上二氧化碳儲存的許可需要進行廣泛的地質勘測,並需要東道國政府承擔長期責任,這導致項目依賴主權政策,並使企劃案融資和投資者對長期基礎設施資產的承諾變得更加複雜。
擴大海洋二氧化碳儲存網路
隨著歐洲強制性工業脫碳政策的推進,對永久性二氧化碳封存能力的需求日益成長,北海、挪威大陸棚和其他已驗證的沉積盆地海上二氧化碳地下儲存網路的擴張,為基礎設施建設帶來了變革性的機會。目前,多個海上二氧化碳儲存計劃正處於許可和資金籌措階段,需要投資建造大規模海底管線、注入井和監測基礎設施。那些率先取得海上儲存許可證並建構輸運網路連接的基礎設施開發商,正在歐洲工業碳捕集、利用與封存(CCUS)供應鏈中建立戰略競爭優勢。
社會接納與安全問題
陸上二氧化碳管道基礎設施選址及高壓儲存設施位置方面的社會接受度挑戰和安全隱患,構成了開發風險,可能導致二氧化碳運輸基礎設施計劃出現重大延誤、路線變更和成本增加。二氧化碳管道破裂事故以及高濃度二氧化碳暴露會加劇社區對新建管道走廊的反對。此外,對二氧化碳基礎設施設施的緊急應變計畫和安全緩衝區規定的要求,進一步增加了土地利用的複雜性,限制了人口密集工業區理想的路線選擇,並推高了計劃開發成本。
疫情期間,二氧化碳運輸基礎設施產業尚處於商業化前期階段,因此新冠疫情的直接影響有限。然而,疫情後的綠色復甦措施顯著加快了政府對碳捕獲、利用與封存(CCUS)叢集發展計畫的投入,從而帶動了對二氧化碳運輸基礎設施的投資需求。疫情期間的供應鏈分析凸顯了國家低碳產業轉型策略的重要性,並加強了對大規模CCUS基礎設施共同投資計畫的政治支持,這些計畫正逐步轉化為在建計劃。
在預測期內,監測設備領域預計將佔據最大的市場佔有率。
在預測期內,監測設備領域預計將佔據最大的市場佔有率。這是因為出於合規性、洩漏檢測和壓力完整性檢驗的需要,所有類型的二氧化碳管道和儲存設施都必須部署監測設備。從回收設施的出口到地下儲罐,二氧化碳運輸基礎設施的整個價值鏈都需要先進的光纖分散式感測系統、基於衛星的二氧化碳檢測和即時井口監測平台。不斷提高的對二氧化碳儲存設施健康狀況的持續監測和報告的儲存要求,正在擴大監測設備的部署範圍,並業務收益。
在預測期內,管道運輸領域預計將呈現最高的複合年成長率。
在預測期內,管道運輸領域預計將呈現最高的成長率,這主要得益於歐洲和北美的大規模二氧化碳運輸網路建設項目,這些項目將工業排放源叢集與海上和陸上地下儲存連接起來。就工業叢集配置產生的二氧化碳量而言,管道基礎設施提供了最具成本效益的二氧化碳運輸經濟效益,這為投資共用基礎設施網路提供了強力的理由。政府對關鍵二氧化碳管道走廊建設的資金投入,降低了私部門的投資風險,同時也加速了多個大型碳捕集、利用與封存(CCUS)叢集計畫的進度。
在預測期內,歐洲地區預計將佔據最大的市場佔有率。這主要得益於其先進的二氧化碳運輸和儲存法規結構、北海和挪威大陸棚正在積極開發的近海二氧化碳儲存計劃,以及政府對工業碳捕集、利用與封存(CCUS)叢集基礎設施的大量共同投資。挪威的「北極光」二氧化碳運輸和儲存計劃是全球首個商業性的跨境二氧化碳運輸和近海儲存項目,樹立了基礎建設的先例。面對全球最高的碳價格,歐洲工業排放擁有最強烈的經濟獎勵來利用二氧化碳運輸基礎設施。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這主要得益於日本、韓國和澳洲工業碳捕獲、利用與封存(CCUS)計畫的擴張,政府對國內二氧化碳運輸基礎設施可行性研究和試驗計畫的投資,以及新興海上二氧化碳儲存能力的發展。日本的CCUS藍圖包含了專門用於二氧化碳運輸和海上儲存基礎設施的投資目標。澳洲巨大的海上地下儲存潛力以及政府的CCUS支持計畫正吸引國內外能源公司對基礎建設的投資。
According to Stratistics MRC, the Global CO2 Transport Infrastructure Market is accounted for $1.2 billion in 2026 and is expected to reach $2.9 billion by 2034 growing at a CAGR of 11.6% during the forecast period. CO2 transport infrastructure refers to the physical network assets, equipment, and associated monitoring and control systems required to move captured carbon dioxide from industrial emission sources to permanent geological storage sites or utilization facilities. It encompasses dedicated CO2 pipeline networks, compression and pumping stations, ship-based CO2 transport vessels for offshore and international transport routes, onshore and offshore CO2 storage terminals and injection facilities, and real-time pipeline integrity monitoring and leak detection systems.
CCUS Infrastructure Cluster Development
CCUS infrastructure cluster development programs linking multiple industrial emitters to shared CO2 transport and storage infrastructure are the primary driver of CO2 transport investment, as shared infrastructure economics dramatically reduce per-tonne capture and transport costs compared to dedicated single-source project configurations. European industrial clusters including the Northern Lights project in Norway, HyNet in the UK, and Rotterdam Carbon Hub are establishing commercial shared infrastructure models that are attracting industrial emitter participation. Government co-investment in CO2 transport backbone networks is reducing first-mover infrastructure risk and creating platform conditions for progressive industrial emitter connection expansion.
Regulatory and Permitting Complexity
Regulatory and permitting complexity for CO2 pipeline infrastructure construction and offshore geological storage operations represents a significant project timeline and cost barrier, as cross-jurisdictional regulatory frameworks for CO2 transport classification, safety standards, and liability regimes remain underdeveloped in most markets. Onshore CO2 pipeline routing faces public acceptance challenges analogous to natural gas infrastructure siting controversies. Offshore permanent CO2 storage permitting requires extensive geological characterization and long-term liability acceptance from host country governments, creating sovereign policy dependencies that complicate project financing and investor commitment for long-duration infrastructure assets.
Offshore CO2 Storage Network Expansion
Offshore CO2 geological storage network expansion in the North Sea, Norwegian Continental Shelf, and other proven sedimentary basins presents a transformational infrastructure development opportunity as European industrial decarbonization mandates create growing demand for permanent CO2 sequestration capacity. Multiple offshore CO2 storage project development programs are in active permitting and financing stages, requiring substantial subsea pipeline, injection well, and monitoring infrastructure investment. First-mover infrastructure developers securing offshore storage licenses and building transport network connections are establishing strategic competitive moats in European industrial CCUS supply chains.
Public Acceptance and Safety Concerns
Public acceptance challenges and safety concerns regarding onshore CO2 pipeline infrastructure routing and high-pressure storage facility siting represent project development risks that can cause significant delays, route modifications, and cost escalations for CO2 transport infrastructure projects. Incidents involving CO2 pipeline ruptures and high-concentration CO2 exposure hazards have heightened community opposition to new pipeline corridors. Emergency response planning requirements and safety buffer zone regulations for CO2 infrastructure sites create additional land use complexity that constrains preferred routing options and elevates project development costs in densely populated industrial regions.
COVID-19 had limited direct impact on CO2 transport infrastructure development given the sector's pre-commercial status during the pandemic period, but post-pandemic green recovery stimulus substantially accelerated government commitments to CCUS cluster development programs that generate CO2 transport infrastructure investment demand. Pandemic-era supply chain analysis highlighted the strategic importance of domestic low-carbon industrial transformation, strengthening political support for large-scale CCUS infrastructure co-investment programs that are materializing as project construction pipelines.
The monitoring equipment segment is expected to be the largest during the forecast period
The monitoring equipment segment is expected to account for the largest market share during the forecast period, due to mandatory deployment across all CO2 pipeline and storage facility types for regulatory compliance, leak detection, and pressure integrity verification. Advanced fiber optic distributed sensing systems, satellite-based CO2 detection, and real-time wellhead monitoring platforms are required throughout the CO2 transport infrastructure value chain from capture facility outlet to geological storage formation. Growing regulatory requirements for continuous monitoring and reporting of CO2 storage site integrity are expanding the monitoring equipment deployment scope and creating substantial recurring consumables and service revenue streams.
The pipeline transport segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the pipeline transport segment is predicted to witness the highest growth rate, driven by large-scale CO2 transport network construction programs in Europe and North America linking industrial emitter clusters to offshore and onshore geological storage sites. Pipeline infrastructure offers the most cost-effective CO2 transport economics at volumes generated by industrial cluster configurations, creating strong investment justification for shared infrastructure networks. Government financing for backbone CO2 pipeline corridor development is reducing private sector investment risk and accelerating project timelines across multiple major CCUS cluster programs simultaneously.
During the forecast period, the Europe region is expected to hold the largest market share, due to advanced CO2 transport and storage regulatory frameworks, active offshore CO2 storage project development in the North Sea and Norwegian Continental Shelf, and substantial government co-investment in industrial CCUS cluster infrastructure. Norway's Northern Lights CO2 transport and storage project represents the world's first commercial cross-border CO2 shipping and offshore storage operation, establishing infrastructure precedent. European industrial emitters facing the highest carbon prices globally have the strongest economic incentive for CO2 transport infrastructure utilization.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to growing industrial CCUS program development in Japan, South Korea, and Australia, government investment in domestic CO2 transport infrastructure feasibility and pilot programs, and emerging offshore CO2 storage capacity development. Japan's CCUS roadmap includes dedicated CO2 shipping and offshore storage infrastructure investment targets. Australia's substantial offshore geological storage potential and government CCUS support programs are attracting infrastructure development investment from domestic and international energy companies.
Key players in the market
Some of the key players in CO2 Transport Infrastructure Market include Enbridge Inc., TC Energy, Kinder Morgan, Williams Companies, Snam S.p.A., Gazprom, Shell Plc, ExxonMobil, TotalEnergies, Equinor ASA, Aker Solutions, Saipem, Technip Energies, Worley, McDermott International, Baker Hughes, Schlumberger, and Linde Plc.
In March 2026, Technip Energies secured an engineering contract for subsea CO2 pipeline and injection manifold infrastructure connecting the HyNet North West industrial cluster to offshore storage.
In February 2026, Aker Solutions completed front-end engineering for a large-scale offshore CO2 injection system designed for permanent geological sequestration in the Norwegian Continental Shelf.
In January 2026, Equinor ASA commenced first commercial CO2 injection operations at its Northern Lights offshore storage site, accepting industrial CO2 shipments from Belgian cement and waste-to-energy facilities.
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.