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市場調查報告書
商品編碼
2106358
二氧化碳去除市場預測至2034年-按儲存類型、服務模式、專案規模、移除技術、應用、最終用戶和地區分類的全球分析Carbon Dioxide Removal Market Forecasts to 2034 - Global Analysis By Storage Type, Service Model, Project Scale, Removal Technology, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球二氧化碳去除 (CDR) 市場規模將達到 42 億美元,並在預測期內以 23.3% 的複合年成長率成長,到 2034 年將達到 148 億美元。
二氧化碳去除是指一系列從大氣中提取二氧化碳並將儲存在地質封存儲層、陸上儲存、海洋儲存或長壽命產品中的技術和方法。這些方法包括直接大氣捕獲與儲存、生質能源捕碳封存、強化風化、碳礦化、植樹造林、再造林、海洋碳去除方法。二氧化碳去除系統旨在透過去除比其運作期間排放更多的二氧化碳來實現淨負排放。它們是抵消難以減排產業的殘餘排放以及處理歷史上累積的大氣碳的重要手段。
實現氣候目標
目前排放路徑與《巴黎協定》溫控目標日益擴大的差距,正推動前所未有的政策制定和私人投資湧入碳移除解決方案領域。氣候科學研究日益表明,每年需要移除數十億噸二氧化碳才能將全球升溫幅度控制在攝氏1.5度以內。各國淨零排放策略已將碳移除(CDR)納入其脫碳方案的重要組成部分。企業淨零排放承諾也催生了對可靠碳移除信用的需求。這些結構性促進因素正在建構一個獨立於短期政策週期的長期市場基礎。
測量挑戰
準確量化、監測和檢驗二氧化碳去除效果的技術和調查方法挑戰,對市場擴張和信用可靠性構成重大障礙。測量不確定性和永久性風險的程度因去除途徑而異。國際組織制定的標準化計算框架仍在開發中。去除活動與檢驗的儲存之間存在時間滯後,導致資金籌措和報告流程複雜。這些測量限制使得企業採購決策和法規核准變得困難。
混合融資結構
創新型混合融資機制的開發,結合了公共津貼、優惠貸款和私募股權,為加速碳移除專案的部署提供了重要機會。發展金融機構正在設立專門的氣候基金,旨在擴大碳移除計畫的規模。碳移除購買協議的證券化進程正在推進,以吸引機構投資者的資金。政府採購計畫為世界首創項目提供了可靠的資金來源。這些金融創新降低了投資風險,並調動了足以對氣候變遷產生實際影響的資金。
認知道德風險
人們普遍認為,二氧化碳去除技術可以透過提供直接減排的替代方案,使石化燃料得以繼續使用,這種觀點正在威脅該產業的政治和社會支持。批評者認為,引入二氧化碳去除技術可能會減緩能源和工業系統的脫碳進程。這種「道德風險」框架正在影響政策制定和企業傳播策略。一些環保組織反對二氧化碳去除技術,認為它會分散人們對減排這項優先事項的注意力。在該領域,二氧化碳去除技術必須被明確定位為減排措施的補充,而非替代。
新冠感染疾病一度阻礙了二氧化碳去除先導計畫的實地調查和建設活動。然而,這場危機凸顯了全球經濟易受系統性衝擊的脆弱性,並強化了應對氣候變遷行動的迫切性。疫情後,綠色技術投資成為主要經濟體復甦支出的優先事項。此外,向線上協作的轉變加速了二氧化碳去除技術研究和標準化的國際合作。氣候政策的持續推動正在推動市場發展。
在預測期內,地下儲存領域預計將佔據最大的市場佔有率。
鑑於地下儲存庫已證實具備百萬噸級的永久性碳封存能力,且注氣作業法律規範完善,預計在預測期內,地下儲氣庫將佔據最大的市場佔有率。枯竭的油氣儲存和深層鹽水藏已展現出良好的封存安全性,並蘊藏著巨大的儲存潛力。油氣產業現有的地下作業技術和基礎設施將為專案開發提供便利。監測和檢驗技術可確保儲存的完整性。美國和歐洲的監管先例將為專案許可和責任管理提供支援。
預計在預測期內,大型碳清除專案領域將呈現最高的複合年成長率。
在預測期內,大型碳移除計畫預計將呈現最高的成長率,這主要源自於人們認知到,氣候穩定需要每年移除十億噸級的碳,而這只有透過大規模計畫才能實現。各國政府和財團正在規劃興建整合多種移除技術的數百萬噸級設施。這些項目吸引了大型能源公司和基礎設施投資者的參與。大型開發案能夠共用運輸和儲存基礎設施,從而降低每噸成本。這些項目的巨大規模預計將引起政策制定者的重點關注,並促成相應的監管措施。
在預測期內,北美預計將佔據最大的市場佔有率,這主要得益於其有利於碳儲存的地質條件、聯邦政府的稅收支持以及大型能源公司對碳去除項目的投資。美國墨西哥灣沿岸地區擁有龐大的海水儲存能力和現有的二氧化碳管道基礎設施。加拿大的碳捕獲投資稅額扣抵為該計畫的經濟可行性提供了支持。領先的技術開發公司在該地區設有總部或試點設施。創業投資和私募股權資金主要集中在北美金融中心,用於支持碳去除(CDR)新創公司。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於各國政府為實現碳中和所做的努力,以及快速成長的工業經濟體需要抵消其排放。中國的淨零排放目標已在其技術藍圖中納入了大規模碳去除技術。日本和韓國正在投資大氣直接碳捕獲(DAC)技術以及碳捕獲生質能源先導計畫。澳洲擁有龐大的地下儲存能力和可再生能源資源,足以滿足碳去除作業所需的電力。區域內的工業集團正在建立夥伴關係,共同推動碳去除技術的發展。
According to Stratistics MRC, the Global Carbon Dioxide Removal (CDR) Market is accounted for $4.2 billion in 2026 and is expected to reach $14.8 billion by 2034 growing at a CAGR of 23.3% during the forecast period. Carbon dioxide removal refers to a portfolio of technologies and practices that extract CO2 from the atmosphere and durably store it in geological, terrestrial, or ocean reservoirs, or in long-lived products. These approaches include direct air capture with storage, bioenergy with carbon capture and storage, enhanced weathering, carbon mineralization, afforestation, reforestation, and ocean-based carbon removal methods. Carbon dioxide removal systems are designed to achieve net-negative emissions by removing more CO2 than is emitted during their operation. They serve as essential tools for offsetting residual emissions from hard-to-abate sectors and addressing historical atmospheric carbon accumulation.
Climate target compliance
The widening gap between current emission trajectories and Paris Agreement temperature targets is driving unprecedented policy and private investment in carbon dioxide removal solutions. Climate science increasingly indicates that gigatonne-scale annual removal will be necessary to limit warming to 1.5 degrees Celsius. National net-zero strategies are incorporating CDR as a necessary component of decarbonization portfolios. Corporate net-zero pledges are creating demand for high-integrity removal credits. These structural drivers establish long-term market fundamentals independent of short-term policy cycles.
Measurement challenges
The technical and methodological challenges of accurately quantifying, monitoring, and verifying carbon dioxide removal outcomes present significant barriers to market scaling and credit integrity. Different removal pathways have varying degrees of measurement uncertainty and permanence risk. Standardized accounting frameworks are still under development by international bodies. The time lag between removal activity and verified storage creates financing and reporting complications. These measurement constraints complicate corporate procurement decisions and regulatory recognition.
Blended finance structures
The development of innovative blended finance mechanisms combining public grants, concessional loans, and private equity presents significant opportunities for accelerating carbon dioxide removal project deployment. Development finance institutions are creating dedicated climate funds targeting CDR scale-up. Carbon removal purchase agreements are being securitized to attract institutional capital. Government procurement programs are providing revenue certainty for first-of-a-kind projects. These financial innovations reduce investment risk and mobilize capital at the scale required for meaningful climate impact.
Moral hazard perception
The perception that carbon dioxide removal technologies enable continued fossil fuel use by providing an alternative to direct emission reduction threatens political and public support for the sector. Critics argue that CDR deployment could delay necessary decarbonization of energy and industrial systems. This moral hazard framing influences policy design and corporate communication strategies. Some environmental groups oppose CDR as a distraction from emission reduction priorities. The sector must clearly position removal as complementary to rather than substituting for mitigation efforts.
The COVID-19 pandemic temporarily disrupted field research and construction activities for carbon dioxide removal pilot projects. However, the crisis demonstrated the global economy's vulnerability to systemic shocks and reinforced the urgency of climate action. Post-pandemic recovery spending in major economies included green technology investment priorities. The shift to virtual collaboration accelerated international coordination on CDR research and standards development. Sustained climate policy momentum supports continued market development.
The geological storage segment is expected to be the largest during the forecast period
The geological storage segment is expected to account for the largest market share during the forecast period, due to its proven capacity for permanent carbon sequestration at million-tonne scales and established regulatory frameworks for injection operations. Depleted oil and gas reservoirs and deep saline formations offer vast storage potential with demonstrated containment security. The oil and gas industry's existing subsurface expertise and infrastructure facilitate project development. Monitoring and verification technologies provide confidence in storage integrity. Regulatory precedents in the United States and Europe support project permitting and liability management.
The mega-scale carbon removal projects segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the mega-scale carbon removal projects segment is predicted to witness the highest growth rate, driven by the recognition that climate stabilization requires carbon removal at gigatonne annual scales achievable only through very large projects. Governments and consortia are planning multi-million-tonne facilities that aggregate multiple removal technologies. These projects attract major energy companies and infrastructure investor participation. Mega-scale development enables shared transport and storage infrastructure that reduces per-tonne costs. The project size supports dedicated policy attention and streamlined regulatory treatment.
During the forecast period, the North America region is expected to hold the largest market share, due to favorable geology for carbon storage, supportive federal tax policies, and major energy company investment in removal projects. The United States Gulf Coast offers extensive saline formation storage capacity and existing CO2 pipeline infrastructure. Canada's carbon capture investment tax credit supports project economics. Major technology developers maintain headquarters and pilot facilities in the region. Venture capital and private equity funding for CDR startups is concentrated in North American financial centers.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by government carbon neutrality commitments and the need to offset emissions from rapidly growing industrial economies. China's net-zero target includes significant carbon removal in its technology roadmap. Japan and South Korea are investing in direct air capture and bioenergy with carbon capture pilot projects. Australia offers extensive geological storage capacity and renewable energy resources for powering removal operations. Regional industrial conglomerates are forming CDR development partnerships.
Key players in the market
Some of the key players in Carbon Dioxide Removal (CDR) Market include Climeworks AG, Carbon Engineering Ltd., Heirloom Carbon Technologies, 1PointFive, Occidental Petroleum Corporation, CarbonCapture Inc., Global Thermostat LLC, Svante Technologies Inc., Charm Industrial, Inc., Running Tide Technologies, Planetary Technologies Inc., RepAir Carbon Ltd., Deep Sky Corporation, Skytree B.V., Holcim Ltd., Siemens Energy AG and Aker Carbon Capture ASA.
In June 2026, Climeworks AG expanded its carbon dioxide removal operations to a third commercial facility, achieving cumulative annual removal capacity exceeding 150,000 tonnes across its Icelandic operations.
In May 2026, Carbon Engineering Ltd. partnered with a major infrastructure fund to finance a 1-million-tonne annual CDR facility in Texas, combining direct air capture with dedicated geological storage.
In April 2026, 1PointFive secured a 10-year offtake agreement with a global technology company for 100,000 tonnes annually of permanently stored carbon dioxide removal credits.
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.