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市場調查報告書
商品編碼
2058927
2034年發電領域二氧化碳捕集與儲存(CCS)市場預測-按捕獲技術、儲存方法、運輸方式、能源類型、最終用戶和地區分類的全球分析Carbon Capture and Storage for Power Generation Market Forecasts to 2034 - Global Analysis By Capture Technology, Storage Type, Transportation Mode, Power Generation Source, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球發電二氧化碳捕集與儲存(CCS) 市場規模將達到 143 億美元,並在預測期內以 14.4% 的複合年成長率成長,到 2034 年將達到 421 億美元。
二氧化碳捕集與儲存(CCS)技術應用於發電領域,它能夠在石化燃料發電廠排放二氧化碳之前將其捕獲並儲存在大氣中。捕獲的二氧化碳透過管道和船舶運輸,並安全地儲存在地下深處的地質結構中,例如儲存的油氣藏和鹹水含水層。這種方法既能減少溫室氣體排放,也能使現有發電基礎設施得以繼續使用,並有助於實現氣候目標。目前,CCS技術正擴大與燃煤和天然氣發電廠結合使用,以改善環境績效並滿足全球日益嚴格的法規要求,推動全球能源系統實現長期脫碳和產業轉型目標。
根據國際能源總署(IEA)的數據,預計到2030年,二氧化碳捕集能力約為每年4.35億噸(Mt),而預計儲存量僅為每年約6.15億噸(Mt)。這些分別僅佔「到2050年實現淨零排放情境」所需能力的約40%和60%。
嚴格的排放法規和氣候政策
嚴格的環境法規和氣候政策正顯著推動電力產業碳捕獲與封存(CCS)市場的發展。許多國家政府正在實施嚴格的石化燃料發電廠二氧化碳排放法規,以應對全球暖化。諸如排放限值、永續性標準和資訊揭露義務等法規,正鼓勵電力公司採用CCS技術。這些監管措施旨在減少溫室氣體排放,同時確保現有能源基礎設施的運作。在日益成長的環境壓力下,滿足合規要求變得至關重要。這正在加速全球電力產業對CCS解決方案的採用,並在全球範圍內推動傳統工業能源和公共產業營運中採用更清潔的實踐。
高資本投資及營運成本
高昂的實施和營運成本嚴重限制了碳捕獲與封存(CCS)技術在發電領域的市場成長。實施CCS需要對捕獲系統、傳輸網路和儲存基礎設施進行大量初始投資,對專案造成沉重的財務負擔。此外,持續的營運和維護成本進一步加重了電力公司的經濟負擔。由於缺乏強力的政策支援和碳定價機制的效益,許多電力公司難以投資CCS技術。這項財務挑戰尤其在資金籌措能力有限的開發中國家構成限制因素。因此,低成本競爭力仍是全球發電領域廣泛採用CCS技術的最大障礙之一。
擴大低碳電力基礎設施
低碳能源基礎設施的發展為電力產業的碳捕獲與封存(CCS)技術帶來了巨大的機會。隨著各國向清潔能源轉型,CCS技術正被應用於減少排放,而無需關閉現有的石化燃料發電廠。這使得在確保能源穩定供應的同時,能夠逐步實現脫碳轉型。結合CCS和再生能源來源的混合系統投資的增加,進一步推動了CCS技術的應用。電力公司正在將CCS技術納入其長期永續性計劃,從而推動了對先進碳捕獲解決方案的需求。這一趨勢既支持了全球排放目標,也維持了全球能源市場可靠且靈活的電力供應。
與再生能源來源的競爭
可再生能源的快速成長對發電領域的碳捕獲與封存(CCS)技術構成了重大威脅。太陽能、風能和水力發電的成本日益降低,覆蓋範圍也越來越廣,從而減少了對石化燃料發電廠的依賴。與CCS不同,可再生能源技術的排放極低,使其成為實現長期氣候目標的更好選擇。能源儲存系統成本的持續降低和性能的不斷提升進一步增強了其競爭力。隨著各國政府和電力公司將重心轉向清潔能源,對CCS的投資可能會減少。這種對可再生能源發電日益成長的偏好可能會限制CCS的推廣,並限制其在全球轉型為低碳電力系統的角色。
新冠疫情為電力產業的碳捕集與封存(CCS)市場帶來了挑戰與機會。疫情初期,監管、供應鏈中斷和勞動力短缺導致CCS項目延期,投資活動減少。能源和工業需求下降也暫時減緩了碳捕集作業。然而,這場危機提高了人們對環境永續性的認知,並促使人們重申了長期氣候目標。許多政府推出了綠色復甦計劃,支持包括CCS在內的清潔能源技術。隨著經濟復甦,人們對低碳解決方案的興趣進一步成長,CCS也確立了其作為建立具有韌性、永續和麵向未來的全球電力系統的關鍵技術的地位。
在預測期內,燃燒後回收領域預計將佔據最大的市場佔有率。
在預測期內,燃燒後捕集(CCS)技術預計將佔據最大的市場佔有率。此方法的優點在於,無需對燃燒系統進行重大改造,即可直接應用於現有的燃煤和燃氣發電廠。由於該方法在燃料燃燒後從廢氣中去除二氧化碳,因此也適用於老舊設施的維修。其易於整合和柔軟性使其在商業性優於其他捕集技術。持續的技術進步和嚴格的排放政策進一步推動了該技術的應用。因此,燃燒後捕集仍是全球發電系統中應用最廣泛的CCS方法。
在預測期內,航運業預計將呈現最高的複合年成長率。
在預測期內,航運領域預計將呈現最高的成長率。由於其能夠靈活地遠距離運輸二氧化碳,因此對這種運輸方式的需求正在不斷成長,尤其是在缺乏管道系統的地區。這種方式透過將不同地區與海上儲存設施連接起來,為大型國際碳捕集與封存(CCS)計畫提供支援。它還在加強全球碳管理和跨境排放工作方面發揮著重要作用。氣候目標的國際合作日益加強,以及對液化二氧化碳運輸技術的投資不斷增加,正在加速這一成長。因此,航運正成為全球碳捕集與封存網路中成長最快的二氧化碳運輸方式。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於其健全的政策框架、先進的基礎設施以及對清潔能源解決方案的大量投資。美國在該地區處於領先地位,擁有多個大型碳捕獲與排放(CCS)項目,並得到稅收減免和減排計畫等獎勵的支持。此外,北美擁有適宜的地下儲存和完善的交通網路,也為大規模CCS部署提供了支援。為實現淨零排放而不斷加強的努力,進一步加速了CCS技術在北美整個發電產業的應用。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於快速的工業成長、不斷成長的電力需求以及日益嚴格的環境法規。中國、印度、日本和韓國等主要經濟體正大力投資低碳技術,以減少燃煤發電廠的排放。政府支持、優惠政策和國際夥伴關係進一步推動了碳捕獲與封存(CCS)技術的發展。不斷擴大的電力基礎設施和永續性的永續發展意識正在增強市場成長。此外,該地區對石化燃料的持續依賴也使得部署CCS技術以支援長期排放和清潔能源轉型目標變得特別迫切。
According to Stratistics MRC, the Global Carbon Capture and Storage for Power Generation Market is accounted for $14.3 billion in 2026 and is expected to reach $42.1 billion by 2034 growing at a CAGR of 14.4% during the forecast period. Carbon Capture and Storage (CCS) used in power generation captures carbon dioxide emissions from fossil fuel-based electricity plants before they enter the atmosphere. The captured CO2 is then transported through pipelines or ships and stored safely in deep underground geological formations such as depleted oil and gas reservoirs or saline aquifers. This method reduces greenhouse gas emissions while allowing continued use of existing power infrastructure and supporting climate targets. It is increasingly combined with coal and natural gas plants to enhance environmental performance and comply with stricter regulations worldwide and promotes long-term decarbonization in global energy systems sector transition goals.
According to the International Energy Agency (IEA), announced capture capacity for 2030 is around 435 million tonnes (Mt) of CO2 per year, while announced storage capacity is about 615 Mt CO2 per year-only ~40% and ~60% of what is required to meet the Net Zero Emissions by 2050 Scenario.
Stringent emission regulations and climate policies
Strict environmental regulations and climate policies significantly drive the CCS market in power generation. Many governments are implementing tough restrictions on CO2 emissions from fossil-fuel power plants to address global warming. Rules like emission limits, sustainability standards, and mandatory disclosure systems encourage power producers to integrate CCS technologies. These regulatory measures aim to lower greenhouse gas emissions while still permitting the operation of existing energy infrastructure. With rising environmental pressure, meeting compliance requirements has become crucial. This is accelerating the deployment of CCS solutions across global electricity generation and encouraging cleaner practices within traditional industrial energy and utility operations worldwide.
High capital and operating costs
The high cost of installation and operation significantly restricts the growth of the CCS market in power generation. Implementing CCS requires heavy upfront spending on capture systems, transport networks, and storage infrastructure, making projects financially demanding. In addition, continuous operational and maintenance expenses add to the overall economic pressure on power companies. Without strong policy support or carbon pricing benefits, many utilities struggle to invest in CCS. This financial challenge limits adoption, particularly in developing economies with limited funding capacity. Consequently, poor cost competitiveness continues to be one of the biggest obstacles to widespread CCS deployment in global power generation.
Expansion of low-carbon power infrastructure
Growing development of low-carbon energy infrastructure creates a strong opportunity for CCS in power generation. As nations shift toward cleaner energy, CCS is being added to existing fossil fuel plants to reduce emissions without shutting them down. This enables a gradual move toward decarbonization while ensuring stable energy supply. Increasing investment in hybrid systems that combine CCS with renewable energy sources is further boosting adoption. Power companies are integrating CCS into long-term sustainability plans, driving demand for advanced carbon capture solutions. This trend supports global emission reduction goals while maintaining reliable and flexible electricity generation across global energy markets.
Competition from renewable energy sources
Rapid growth of renewable energy sources poses a strong threat to CCS in power generation. Solar, wind, and hydropower are becoming more affordable and widely used, reducing dependence on fossil fuel-based plants. Unlike CCS, renewable technologies generate minimal emissions, making them more favorable for achieving long-term climate goals. Continuous cost reductions and improvements in energy storage systems further enhance their competitiveness. As governments and utilities shift focus toward clean energy, investment in CCS could decline. This growing preference for renewables may restrict CCS expansion and limit its role in the global transition toward low-carbon electricity generation systems worldwide.
The COVID-19 pandemic created both challenges and opportunities for the CCS market in power generation. In the early stages, restrictions, disrupted supply chains, and workforce limitations caused delays in CCS projects and reduced investment activity. Lower energy and industrial demand also temporarily slowed carbon capture operations. However, the crisis increased attention on environmental sustainability and reinforced long-term climate goals. Many governments responded with green recovery programs that supported clean energy technologies, including CCS. As economies recovered, interest in low-carbon solutions grew stronger, positioning CCS as a key technology for building resilient, sustainable, and future-ready global power generation systems.
The post-combustion capture segment is expected to be the largest during the forecast period
The post-combustion capture segment is expected to account for the largest market share during the forecast period. It is preferred because it can be directly added to existing coal and gas power plants without significantly altering their combustion systems. This method removes carbon dioxide from flue gases after fuel has been burned, making it suitable for upgrading older facilities. Its ease of integration and flexibility give it a strong commercial advantage over other capture techniques. Continuous technological advancements and strict emission reduction policies are further encouraging its use. As a result, post-combustion capture remains the most widely implemented CCS approach in global power generation systems.
The ship transport segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the ship transport segment is predicted to witness the highest growth rate. It is increasingly preferred because it allows flexible movement of carbon dioxide across long distances, particularly where pipeline systems are not available. This method supports large-scale and international CCS projects by connecting regions to offshore storage facilities. It also enhances global carbon management and cross-border emissions reduction initiatives. Rising cooperation between countries on climate goals and growing investment in liquefied CO2 shipping technologies are accelerating its expansion. As a result, ship transport is emerging as the fastest-growing CO2 transportation option in CCS networks worldwide.
During the forecast period, the North America region is expected to hold the largest market share because of strong policy frameworks, advanced infrastructure, and high levels of investment in clean energy solutions. The United States leads the region with several large CCS projects supported by incentives like tax benefits and emission reduction programs. In addition, the availability of appropriate underground storage formations and well-developed transport networks supports large-scale CCS implementation. Increasing commitments to achieving net-zero emissions are further accelerating the adoption of CCS technologies across the power generation sector in North America.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by rapid industrial growth, increasing electricity demand, and stronger environmental regulations. Major economies like China, India, Japan, and South Korea are heavily investing in low-carbon technologies to reduce emissions from coal-based power plants. Government support, favorable policies, and global partnerships are further encouraging CCS development. The expansion of power infrastructure and rising focus on sustainability are strengthening market growth. Moreover, the region's continued reliance on fossil fuels creates a strong need for CCS adoption to support long-term emission reduction and clean energy transition goals.
Key players in the market
Some of the key players in Carbon Capture and Storage for Power Generation Market include Shell, Carbon Engineering, Aker Carbon Capture, Climeworks, CarbFix, ExxonMobil, Chevron, Equinor ASA, Fluor Corporation, GE Vernova, Linde PLC, Sulzer Ltd., Aker Solutions, Mitsubishi Heavy Industries, Occidental Petroleum, ION Clean Energy, Carbon Clean Solutions and TotalEnergies.
In April 2026, ExxonMobil strengthens collaboration with QatarEnergy to expand international LNG partnership portfolio. The enhanced partnership with QatarEnergy signals ExxonMobil's intent to secure long-term supply stability and expand its international LNG portfolio, showing how major players position themselves to meet energy needs, technological developments, and market growth.
In November 2025, Mitsubishi Heavy Industries, Ltd. and ICM, Inc. have entered into a strategic alliance to accelerate innovation in ethanol dehydration. The collaboration focuses on integrating MHI's Mitsubishi Membrane Dehydration System (MMDS(TM)) with ICM's bioethanol process design. Together, the companies aim to increase efficiency in ethanol production by reducing energy consumption, enhancing process reliability, and supporting the industry's efforts to lower carbon intensity.
In January 2024, Linde announced it has expanded its existing long-term agreement for the supply of industrial gases with Steel Authority of India Limited (SAIL), one of the largest steelmaking companies in India. Under the terms of the new agreement, Linde will now build, own and operate an additional 1,000 tons per day ASU, nearly doubling Linde's on-site production at Rourkela. Linde's investment is expected to be approximately $60 million.
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.