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市場調查報告書
商品編碼
2069164
大氣直接碳捕獲能源市場預測—全球能源來源、部署規模、經營模式、技術、最終用戶和地區分析—2034年Direct Air Capture (DAC) Energy Market Forecasts to 2034 - Global Analysis By Energy Source (Renewable-Powered DAC, Fossil Fuel-Powered DAC and Nuclear-Powered DAC), Scale of Deployment, Business Model, Technology, End User and By Geography |
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全球直接大氣碳捕獲能源市場預計到 2026 年將達到 2 億美元,並在預測期內以 68.0% 的複合年成長率成長,到 2034 年將達到 147 億美元。
直接大氣碳捕獲(DAC)能源技術是指利用動力來源的化學反應直接從大氣中去除二氧化碳的方法。這些系統利用大型風扇吸入空氣,使用特殊材料(例如液體溶液或固體過濾器)捕獲二氧化碳,並將其分離以供再利用或長期儲存。 DAC 的永續性依賴清潔能源的輸入,例如太陽能和風能。隨著人們對減緩氣候變遷的關注度日益提高,DAC 作為一種降低大氣碳濃度、支持全球淨零排放目標的創新方法,尤其在難以排放的行業中,正受到越來越多的關注。
根據國際能源總署(IEA)的數據,2022 年直接空氣捕集(DAC)的處理能力約為每年 0.01 百萬噸二氧化碳,但隨著已宣布的項目,預計到 2030 年將擴大到每年 6000 萬噸二氧化碳以上,這反映出部署計劃的快速擴張。
加強減緩氣候變遷的努力
全球應對氣候變遷的努力不斷加強,顯著推動了直接空氣捕獲(DAC)能源市場的發展。各國和企業紛紛制定排放的減排和淨零排放目標,促使碳去除技術得到廣泛應用。 DAC在提取大氣中已有的二氧化碳方面發揮著至關重要的作用,為更廣泛的永續性策略奠定了基礎。在航空和工業製造等難以完全脫碳的行業,DAC作為可行的解決方案正日益受到關注。此外,排碳權計畫的擴展和日益嚴格的環境法規也促使企業投資DAC技術,以抵消排放排放並遵守不斷變化的氣候政策。
高昂的資本成本和營運成本
直接空氣捕集(DAC)市場的主要限制因素之一是系統建置和運作成本高。對複雜基礎設施、先進回收材料和工程技術的需求導致初始投資成本居高不下。此外,能源消耗和系統維護等持續性支出也加重了財務負擔。這些成本挑戰使得許多機構,特別是開發中國家,難以實施DAC解決方案。儘管在降低成本方面已取得進展,但大規模DAC的經濟可行性仍然是一個重大問題,也是阻礙市場進一步成長的因素。
擴大排碳權和排放權交易市場
不斷擴展的排碳權計畫和排放權交易平台正在為直接大氣碳捕獲(DAC)市場創造新的機會。 DAC計畫透過從大氣中去除二氧化碳,可以產生可交易的碳權額,幫助企業實現排放目標。隨著法律規範日益嚴格,對高品質碳抵銷的需求也不斷成長。 DAC之所以脫穎而出,成為一種可靠的解決方案,是因為它能夠提供檢驗的二氧化碳去除量。這為開發商開闢了新的收入來源,促進了資金籌措,並最終推動了DAC技術在全球的普及和大規模部署。
與替代碳去除技術的競爭
直接空氣捕獲 (DAC) 市場面臨的主要威脅是其他更成熟、更經濟的碳去除方法的存在。例如,植樹造林、生物能源碳捕獲與封存 (BECCS) 和土壤碳儲存等技術已投入實用化,且通常投資較少。政府和企業可能會優先考慮這些方案,因為它們易於部署、成本效益高且擁有良好的應用記錄。因此,資金和政策關注點可能會從 DAC 轉移。這種競爭格局可能會阻礙 DAC 技術的發展和推廣,尤其是在氣候變遷減緩計畫中優先考慮成本效益和快速部署的情況下。
新冠疫情對直接大氣碳捕獲(DAC)市場產生了正面和負面的雙重影響。初期,經濟不穩定導致專案延期、供應鏈中斷和投資減少。許多機構暫時削減了對DAC等新興技術的投入。然而,這場危機也凸顯了永續性和環境保護的重要性。各國政府積極回應,推動綠色復甦策略並投資清潔能源解決方案。這種轉變促使人們對DAC技術重新燃起興趣,並在疫情後獲得了更多財政支持和政策扶持。這些因素共同促進了市場的復甦和未來發展。
在預測期內,以可再生能源為動力的直接空氣動力來源器(DAC)細分市場預計將佔據最大的市場佔有率。
預計在預測期內,以可再生能源動力來源的數位化碳清除(DAC)技術將佔據最大的市場佔有率,這主要歸功於其對環境永續舉措的支持。這些系統利用風能、太陽能和水力發電等能源來源,最大限度地減少運作中的額外碳排放。這使其成為致力於實現氣候目標的政策制定者、企業和投資者的極具吸引力的選擇。可再生能源基礎設施的日益普及也促進了其廣泛應用。此外,將DAC與清潔能源結合,可提高整體效率並降低環境影響,使該技術成為向低碳社會轉型過程中領先的碳清除方案。
在預測期內,合成燃料和化學品領域預計將呈現最高的複合年成長率。
在預測期內,合成燃料和化學品領域預計將呈現最高的成長率,這主要得益於其將捕獲的二氧化碳轉化為有用產品的能力。這種方法能夠生產更清潔的燃料和工業化學品,有助於實現永續能源解決方案,並減少對化石燃料的依賴。航空和海運等領域對替代燃料日益成長的需求正在推動該領域的擴張。碳利用技術的持續創新和不斷增加的資金籌措也為成長提供了支持。因此,該領域正在加速發展,並在推動直接空氣捕獲(DAC)技術的經濟潛力方面發揮關鍵作用。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於強力的政府政策、技術進步和高水準的投資。稅收減免和財政支持等獎勵措施正在推動該地區碳移除舉措的成長。美國發揮著至關重要的作用,許多公司和研究機構積極參與直接空氣捕獲裝置(DAC)的開發和部署。越來越多的公司致力於實現淨零排放目標,這也推動了市場需求。加之成熟的碳管理框架,這些因素共同確立了北美在全球直接空氣捕獲裝置能源市場中最重要的地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於強力的環境政策和活性化的工業活動。中國、日本和韓國等國家正在投資碳去除技術,以實現其排放目標。再生能源來源的快速發展和政府的支持也進一步推動了直接空氣捕獲(DAC)技術的應用。日益成長的環境問題和工業活動帶來的高碳排放也是市場成長的促進因素。這些因素共同作用,使亞太地區成為全球直接空氣捕獲能源市場中最具活力和成長最快的地區。
According to Stratistics MRC, the Global Direct Air Capture (DAC) Energy Market is accounted for $0.2 billion in 2026 and is expected to reach $14.7 billion by 2034 growing at a CAGR of 68.0% during the forecast period. Direct Air Capture (DAC) energy involves methods that remove carbon dioxide straight from the atmosphere using energy-driven chemical reactions. These systems pull in air through large fans, capturing CO2 with specialized materials like liquid solutions or solid filters, and then isolating it for reuse or long-term storage. The sustainability of DAC largely relies on clean energy inputs such as solar or wind power. With increasing focus on climate change mitigation, DAC is gaining attention as an innovative approach to lowering atmospheric carbon concentrations and supporting global net-zero ambitions, particularly in industries where emission cuts are difficult.
According to the International Energy Agency (IEA), Direct Air Capture (DAC) capacity reached about 0.01 Mt CO2 per year in 2022, but announced projects could scale this to over 60 Mt CO2 per year by 2030, reflecting rapid growth in deployment pipelines.
Rising climate change mitigation commitments
Increasing global efforts to address climate change are significantly boosting the Direct Air Capture (DAC) energy market. Countries and businesses are setting ambitious emission reduction and net-zero goals, which encourage the adoption of carbon removal technologies. DAC plays a crucial role by extracting carbon dioxide already present in the atmosphere, supporting broader sustainability strategies. Sectors that struggle to fully decarbonize, including aviation and industrial manufacturing, are turning to DAC as a viable solution. Furthermore, the growth of carbon credit systems and stricter environmental regulations is motivating companies to invest in DAC technologies to offset emissions and comply with evolving climate policies.
High capital and operational costs
One of the main limitations of the Direct Air Capture (DAC) market is the considerable cost associated with establishing and operating these systems. The need for sophisticated infrastructure, advanced capture materials, and engineering expertise leads to high initial investments. Furthermore, the continuous expenses related to energy usage and system upkeep add to the financial burden. These cost challenges make it difficult for many organizations, especially in less-developed economies, to adopt DAC solutions. Although advancements are underway to reduce costs, the economic feasibility of DAC at large scale remains a critical concern hindering its broader market growth.
Expansion of carbon credit and trading markets
Growing carbon credit systems and emissions trading platforms are creating new opportunities for the Direct Air Capture (DAC) market. By removing carbon dioxide from the atmosphere, DAC projects can produce tradable credits that help companies meet emission reduction targets. As regulatory frameworks become stricter, the demand for high-quality carbon offsets is increasing. DAC stands out as a dependable solution due to its ability to deliver verifiable carbon removal. This opens up new revenue streams for developers and attracts funding, ultimately driving the adoption and large-scale implementation of DAC technologies worldwide.
Competition from alternative carbon removal technologies
A significant threat to the Direct Air Capture (DAC) market is the presence of other carbon removal methods that are more established and economical. Techniques like reforestation, BECCS, and soil carbon storage are already in use and often require lower investment. Governments and businesses may favor these options due to their immediate affordability and proven results. As a result, financial resources and policy attention may shift away from DAC. This competitive landscape can hinder the growth and expansion of DAC technologies, particularly where cost efficiency and quick implementation are prioritized in climate action plans.
The COVID-19 outbreak affected the Direct Air Capture (DAC) market in both negative and positive ways. In the early stages, project timelines were delayed, supply chains were interrupted, and investments declined due to economic instability. Many organizations temporarily reduced spending on emerging technologies like DAC. However, the crisis also highlighted the importance of sustainability and environmental protection. Governments responded by promoting green recovery strategies and investing in clean energy solutions. This shift renewed interest in DAC technologies, leading to increased financial support and policy backing after the pandemic, which contributed to the market's recovery and future development.
The renewable-powered DAC segment is expected to be the largest during the forecast period
The renewable-powered DAC segment is expected to account for the largest market share during the forecast period, primarily because they support environmentally sustainable practices. By using energy from sources like wind, solar, and hydropower, these systems minimize additional carbon emissions during operation. This makes them highly attractive to policymakers, businesses, and investors focused on achieving climate targets. The increasing availability of renewable energy infrastructure also contributes to their widespread use. Moreover, coupling DAC with clean energy improves its overall efficiency and environmental impact, positioning this segment as the leading choice for carbon removal in the transition toward a low-carbon future.
The synthetic fuels & chemicals segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the synthetic fuels & chemicals segment is predicted to witness the highest growth rate, driven by its ability to transform captured carbon dioxide into useful products. This approach enables the production of cleaner fuels and industrial chemicals, contributing to sustainable energy solutions and reducing dependence on fossil resources. Rising demand for alternative fuels in sectors like aviation and maritime transport is fueling its expansion. Continuous innovation and increased funding in carbon utilization technologies are also supporting growth. As a result, this segment is gaining momentum and playing a crucial role in advancing the economic potential of DAC technologies.
During the forecast period, the North America region is expected to hold the largest market share, supported by robust government policies, technological advancements, and high investment levels. The presence of incentives such as tax benefits and financial support encourages the growth of carbon removal initiatives in the region. The United States plays a key role, with numerous companies and research organizations actively working on DAC development and deployment. Increasing corporate focus on achieving net-zero targets also drives demand. Combined with a mature carbon management framework, these factors position North America as the most prominent region in the global DAC energy market.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by strong environmental policies and increasing industrial activity. Nations like China, Japan, and South Korea are investing in carbon removal technologies to achieve their emission reduction goals. The rapid expansion of renewable energy sources and government support is further encouraging DAC adoption. Rising environmental concerns and high carbon emissions from industrial operations are also contributing to market growth. These factors collectively make Asia-Pacific the most dynamic and rapidly expanding region in the global DAC energy landscape.
Key players in the market
Some of the key players in Direct Air Capture (DAC) Energy Market include Airhive, AirMyne, Avnos, CarbonCapture Inc., Carbon Engineering, Carbyon, Climeworks, Global Thermostat, Heirloom Carbon Technologies, Mission Zero Technologies, Noya, Octavia Carbon, RepAir, Skytree, Soletair Power, Spiritus, Sustaera and Verdox.
In April 2026, Climeworks has signed a partnership agreement with NTT DATA Group, a leading global digital business and IT services company, to support the Group's long-term net-zero ambitions by addressing residual carbon emissions. Through the partnership, Climeworks supports NTT DATA Group with a diversified, high-quality carbon removal portfolio designed to address residual emissions that remain after reduction efforts.
In March 2026, AirMyne has secured a strategic investment from ENEOS Holdings, the parent company of Japan's largest energy firm, signaling a new wave of industrial collaboration in carbon removal. AirMyne has accumulated extensive operational experience through internal pilot systems and plans to break ground on a commercial pilot and demonstration plant next year, with funding support from the California Energy Commission.
In November 2025, Airhive has launched one of the world's largest and lowest-cost direct air capture (DAC) systems, kicking off operations that demonstrate this technology on a commercial scale. The landmark system will operate with a 1,000-tonne per year CO2 capture capacity, expected to soon achieve costs below $500 per tonne-marking one of the few substantial cost reduction breakthroughs achieved for DAC technology so far.
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.