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市場調查報告書
商品編碼
2058809
工業碳捕集、利用與封存(CCUS)材料市場預測至2034年-全球分析(依材料類型、二氧化碳來源、服務模式、技術、應用、最終用戶及地區分類)Industrial CCUS Materials Market Forecasts to 2034 - Global Analysis By Material Type, Source of CO2, Service Model, Technology, Application, End User, and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球工業 CCUS 材料市場規模將達到 104.4 億美元,在預測期內以 16.8% 的複合年成長率成長,到 2034 年將達到 361.6 億美元。
工業碳捕獲、利用與儲存(CCUS)材料是指用於碳捕獲、利用與封存(CCUS)系統的專用材料,用於吸收、分離、運輸、轉化或永久儲存工業活動所產生的二氧化碳。這些材料包括先進的溶劑、吸附劑、薄膜、催化劑、礦化劑和吸附介質,旨在提高碳捕獲效率並降低營運成本。它們廣泛應用於包括發電、水泥、鋼鐵、化學以及石油和天然氣在內的眾多行業,以支持實現脫碳目標並遵守排放法規。全球應對氣候變遷的努力不斷加強、工業永續性舉措的推進以及對低碳技術的投資,正在推動全球工業CCUS材料的快速發展。
政府強制減少二氧化碳排放
包括歐盟、美國和中國在內的主要經濟區域的各國政府正在製定具有法律約束力的淨零排放目標,並將碳捕獲、利用與儲存(CCUS)作為工業部門脫碳的關鍵工具。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,從而顯著且持續地擴大了對這些技術核心部件——專用吸附劑、膜和催化劑的需求。
專案需要大量資金投入
商業規模碳捕集設施的建設和運作需要巨額資金投入,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。如果沒有充足且永續的政府補貼和碳定價機制來提高碳捕集計畫的經濟吸引力,這些高昂的資金門檻將繼續阻礙計畫進展。
加大力度推動全球產業脫碳
鋼鐵、水泥、化學和發電等行業正面臨來自監管機構、投資者和客戶的日益成長的脫碳壓力,但缺乏現成的燃燒工藝替代方案。對於這些難以減排的產業而言,排放捕獲、利用與封存(CCUS)技術是無需重組生產系統即可實現短期排放且最具商業性可行性的途徑。企業對淨零排放的承諾不斷增強,以及政府加大對工業CCUS示範計畫的資助,正在為全球各種工業應用領域的先進再生材料創造一個廣闊且不斷成長的市場。
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二氧化碳捕集技術會為應用設施帶來顯著的能源成本,通常會大幅降低淨能源輸出。這些能源成本會增加營運費用,因為運作過程需要額外的燃料消耗,從而削弱其在減緩氣候變遷方面的整體效益。開發能夠實現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脫碳的承諾,工業碳捕獲、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。為響應工業排放法規和氣候變遷適應能力的日益重視,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。
在預測期內,吸附劑細分市場預計將佔據最大的市場佔有率。
由於吸附劑具有較高的二氧化碳捕集效率,且在工業設施和發電廠中應用廣泛,預計在預測期內,吸附劑將佔據最大的市場佔有率。在固體吸附劑、胺基溶液和金屬有機框架(MOFs)等材料的持續創新推動下,吸附劑展現出卓越的二氧化碳選擇性和再生能力。此外,吸附劑在可擴展性、成本最佳化以及與現有捕集系統的兼容性方面的進步,也進一步推動了其在大規模碳捕集、利用與封存(CCUS)設施中的廣泛應用。
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。在嚴格的排放目標和工業脫碳義務的推動下,點源碳捕集解決方案能夠實現可衡量且即時的碳排放效果。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碳捕集技術的應用。
在預測期內,北美預計將佔據最大的市場佔有率,這主要得益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。在先進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,完善的法規結構和積極的碳儲存項目也進一步鞏固了北美在工業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在加速採用碳捕獲、利用與封存(CCUS)解決方案。此外,不斷擴大的官民合作關係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畫的實施。
According to Stratistics MRC, the Global Industrial CCUS Materials Market is accounted for $10.44 billion in 2026 and is expected to reach $36.16 billion by 2034 growing at a CAGR of 16.8% during the forecast period. Industrial CCUS Materials refer to specialized materials used in carbon capture, utilization, and storage systems to absorb, separate, transport, convert, or permanently store carbon dioxide emissions generated from industrial operations. These materials include advanced solvents, sorbents, membranes, catalysts, mineralization compounds, and adsorption media designed to improve carbon capture efficiency and reduce operational costs. They are widely applied across power generation, cement, steel, chemicals, and oil and gas industries to support decarbonization objectives and emissions compliance. Increasing global climate commitments, industrial sustainability initiatives, and investment in low-carbon technologies are driving rapid development of industrial CCUS materials worldwide.
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 Industrial 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 Industrial 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 Industrial 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.
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.