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市場調查報告書
商品編碼
2160885
直接空氣捕集(DAC)材料市場預測至2034年-按材料類型、物理形態、最終用戶和地區分類的全球分析Direct Air Capture Materials Market Forecasts to 2034 - Global Analysis By Material Type (Solid Sorbents, Liquid Solvents, Membranes and Electrochemical Capture Materials), Physical Form, End User and By Geography |
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根據 Stratistics MRC 的數據,到 2026 年,全球直接大氣收集 (DAC) 材料市場規模將達到 24 億美元,預計在預測期內將以 27.0% 的複合年成長率成長,到 2034 年將達到 163 億美元。
直接空氣捕集(DAC)材料是指能夠直接從大氣中移除二氧化碳的人工材料。主要材料類別包括固體吸附劑、液體溶劑、多孔骨架以及能夠選擇性捕集和高效再生二氧化碳的先進吸附劑結構。重要的性能包括吸附容量、表面化學性質、孔隙結構、耐濕性、熱穩定性和長期耐久性。目前,技術研發正致力於提高二氧化碳去除性能、降低再生能耗、延長材料壽命,並支援直接空氣捕集技術在各種運作環境中的大規模應用。
根據國際能源總署(IEA)的數據,預計到 2024 年,直接大氣捕獲計畫的投資將達到約 8 億美元,比 2023 年成長 140%。
對二氧化碳移除的需求日益成長
日益成長的降低大氣二氧化碳濃度的壓力推動了對直接空氣捕集材料的需求。各國政府、企業和氣候變遷舉措正在採用碳捕集技術,並將其與傳統的減排措施結合,以實現淨零排放目標。高效率的直接空氣捕集系統需要兼具高二氧化碳選擇性、高捕集容量、耐久性和高效再生性能的材料。碳捕集計畫資金的增加正在促進改良型吸附劑和吸收劑的研究。這些進展正在推動商業化進程,並幫助材料供應商開發可擴展的解決方案,從而拓展直接空氣捕集技術的應用範圍。
高昂的材料成本和回收成本
不斷上漲的材料和回收成本可能會限制直接空氣回收材料市場的成長。先進的吸附劑、吸收劑和多孔結構可能需要高成本的製造、改質和加工方法。此外,回收這些材料可能需要熱能、真空條件或壓力調節,導致營運成本增加。反覆循環會逐漸降低材料性能,增加更換需求。因此,高成本可能會削弱直接空氣回收專案的經濟可行性,並限制其應用,尤其是在需要競爭和永續營運經濟性的大型裝置中。
下一代吸附劑和吸附劑的開發
新一代吸附劑和吸附材料的進步為直接空氣捕集(DAC)材料市場創造了巨大的成長機會。新型多孔結構、改質聚合物、金屬有機框架(MOF)和混合材料正被開發出來,以增強二氧化碳的結合能力並簡化再生過程。這些改良型材料有望實現更高的捕集容量、更快的吸附速度和更低的能耗。它們還可以透過提高對水分和大氣雜質的耐受性來進一步增強運作耐久性。隨著這些技術的商業化,DAC的性能將得到提升,從而促進其在全球環境和工業領域的碳去除應用中得到更廣泛的應用。
與替代碳去除技術的競爭
相互競爭的碳去除方法可能會對直接空氣回收材料市場構成挑戰。諸如自然去除、生質能源捕碳封存(CCS)、強化風化等方法,在成本、擴充性或能耗方面可能具有優勢。這些替代技術的商業性化應用可能會限制對直接空氣回收項目的投資。因此,材料供應商可能被迫提高產品的效率、耐久性和經濟可行性。日益激烈的技術競爭也可能促使專案開發商結合使用多種碳去除方法,而不是僅依賴直接空氣回收。
新冠疫情透過擾亂供應鏈、生產、研發活動和資金籌措決策,為直接空氣捕集材料市場帶來了暫時的挑戰。封鎖和限制措施限制了實驗室工作,並延緩了新興捕集材料的測試。另一方面,這場危機也提升了人們對永續性、環境韌性和長期氣候目標的關注。隨著經濟復甦,氣候變遷支持政策和企業淨零排放目標推動了對碳去除技術的新投資。儘管經濟復甦促進了市場發展,但開發人員越來越關注材料的效率、耐久性、性能和大規模應用。
在預測期內,固體吸附劑細分市場預計將佔據最大的市場佔有率。
由於固體吸附劑能夠高效吸附大氣中的二氧化碳,預計在預測期內,其市場佔有率將佔據最大。固體吸附劑具有高度多孔的結構,可提供巨大的表面積與二氧化碳相互作用,而表面功能化可以提高其選擇性和捕獲效率。這些材料適用於重複的捕獲和再生過程,是模組化直接空氣回收(DAC)技術的基礎。吸附劑設計的不斷進步正在提升其耐久性、抗濕性、再生性能和運行可靠性,從而進一步增強其在直接空氣回收應用中的適用性。
在預測期內,「技術開發公司」板塊預計將呈現最高的複合年成長率。
在預測期內,由於市場對高效、擴充性且先進的二氧化碳去除解決方案的需求不斷成長,技術開發商預計將呈現最高的成長率。他們的業務活動包括開發和商業化直接空氣捕集系統,並採用改進的材料、製程配置和再生方法。不斷擴展的研究舉措、示範設施和商業化計畫正助力開發商整合新一代捕集材料,並提高系統效率。這種不斷發展的創新環境正在推動直接空氣捕集技術在新興應用領域的快速發展和廣泛應用。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於其強勁的二氧化碳去除投資環境以及完善的技術公司、研究機構和材料製造商網路。人們對利用直接空氣捕集技術處理難以去除的排放物的興趣日益濃厚,推動了該地區的相關活動。更多以應對氣候變遷為重點的措施、技術能力的提升以及示範計畫的開展,正在加速吸附劑、溶劑、薄膜和電化學捕集材料的進步。這些因素正在增強區域需求,並促進直接空氣捕集材料產業的持續創新和發展。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於更嚴格的氣候目標、工業脫碳努力以及對碳去除解決方案日益成長的興趣。該地區各國正在擴大其研究能力和潔淨科技網路,以支持先進回收材料的創新。對碳管理基礎設施的投入增加以及直接空氣捕集項目的開發,為技術開發商和材料製造商創造了新的機會。因此,預計全部區域對性能更優的吸附劑、溶劑、膜和電化學材料的需求將會增加。
According to Stratistics MRC, the Global Direct Air Capture Materials Market is accounted for $2.4 billion in 2026 and is expected to reach $16.3 billion by 2034 growing at a CAGR of 27.0% during the forecast period. Direct Air Capture Materials refer to engineered materials that remove carbon dioxide directly from atmospheric air. Key material categories include solid sorbents, liquid solvents, porous frameworks, and advanced adsorbent structures that enable selective carbon dioxide capture and efficient regeneration. Important characteristics include adsorption capacity, surface chemistry, pore architecture, resistance to moisture, thermal stability, and long-term durability. Ongoing advancements aim to enhance carbon dioxide removal performance, lower regeneration energy requirements, increase material lifespan, and support large-scale deployment of direct air capture technologies in various operating environments.
According to the International Energy Agency (IEA), investment in direct air capture projects reached approximately USD 800 million in 2024, representing a 140% increase from 2023.
Growing demand for carbon dioxide removal
Increasing pressure to lower atmospheric carbon dioxide concentrations is supporting demand for direct air capture materials. Governments, industries, and climate initiatives are adopting carbon removal technologies alongside conventional emissions reduction measures to meet net-zero targets. Effective direct air capture systems depend on materials offering strong carbon dioxide selectivity, high capture capacity, durability, and efficient regeneration. Growing funding for carbon removal projects is stimulating research into improved sorbents and adsorbents. These developments are encouraging commercialization and helping material suppliers develop scalable solutions for expanding direct air capture applications.
High material and regeneration costs
Elevated material and regeneration expenses can limit growth in the Direct Air Capture Materials Market. Sophisticated sorbents, adsorbents, and porous structures may involve costly manufacturing, modification, and processing methods. Regenerating these materials can additionally require thermal energy, vacuum conditions, or pressure adjustments, contributing to higher operational costs. Repeated cycling may gradually reduce material performance and increase replacement requirements. Consequently, high costs can weaken the financial feasibility of direct air capture projects and restrict widespread adoption, especially for large-scale installations requiring competitive and sustainable operating economics.
Development of next-generation sorbents and adsorbents
Advances in next-generation sorbents and adsorbents create strong growth opportunities for the Direct Air Capture Materials Market. New porous structures, modified polymers, metal-organic frameworks, and hybrid materials are being engineered to strengthen carbon dioxide binding and simplify regeneration. Improved materials may provide greater capture capacity, quicker adsorption, and reduced energy consumption. Enhancing resistance to moisture and atmospheric impurities can further increase operational durability. As these technologies reach commercialization, they can improve direct air capture performance and facilitate broader adoption across environmental and industrial carbon removal applications worldwide.
Competition from alternative carbon removal technologies
The availability of competing carbon removal approaches can create challenges for the Direct Air Capture Materials Market. Solutions such as nature-based removal, bioenergy with carbon capture and storage, enhanced weathering, and other methods may provide advantages in cost, scalability, or energy consumption. Greater commercial adoption of these alternatives could limit investment in direct air capture projects. Consequently, material suppliers may need to achieve stronger efficiency, durability, and economic performance. Increasing technological competition may also encourage project developers to use multiple carbon removal methods instead of depending primarily on direct air capture.
COVID-19 created temporary challenges for the Direct Air Capture Materials Market through interruptions in supply networks, production, research activities, and funding decisions. Lockdowns and restrictions limited laboratory operations and delayed testing of emerging capture materials. At the same time, the crisis increased interest in sustainability, environmental resilience, and long-term climate objectives. Following economic recovery, supportive climate policies and corporate net-zero targets encouraged renewed investment in carbon removal technologies. This recovery supported market progress, while developers increasingly concentrated on material efficiency, durability, performance, and large-scale deployment.
The solid sorbents segment is expected to be the largest during the forecast period
The solid sorbents segment is expected to account for the largest market share during the forecast period due to their ability to efficiently adsorb carbon dioxide from atmospheric air. Their highly porous structures provide extensive surfaces for carbon dioxide interaction, while surface functionalization can enhance selectivity and capture effectiveness. These materials are well suited to repeated capture and regeneration processes, supporting modular direct air capture technologies. Continued advancements in sorbent design are improving durability, resistance to moisture, regeneration performance, and operational reliability, strengthening their suitability for direct air capture applications.
The technology developers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the technology developers segment is predicted to witness the highest growth rate because of increasing demand for efficient, scalable, and advanced carbon dioxide removal solutions. Their activities include developing and commercializing direct air capture systems while incorporating improved materials, process configurations, and regeneration methods. Growing research initiatives, demonstration facilities, and commercialization programs are encouraging developers to integrate next-generation capture materials and enhance system efficiency. This expanding innovation environment is supporting rapid development and broader adoption of direct air capture technologies across emerging applications.
During the forecast period, the North America region is expected to hold the largest market share due to its strong carbon removal investment environment and developed network of technology companies, research organizations, and material producers. Growing interest in direct air capture for managing difficult-to-eliminate emissions is supporting regional activity. Climate-focused initiatives, technical capabilities, and increasing demonstration projects are promoting advances in sorbents, solvents, membranes, and electrochemical capture materials. These factors are strengthening regional demand and contributing to continued innovation and development within the direct air capture materials industry.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by stronger climate objectives, industrial decarbonization initiatives, and rising interest in carbon removal solutions. Regional countries are expanding research capabilities and clean technology networks, supporting innovation in advanced capture materials. Increasing investment in carbon management infrastructure and developing direct air capture projects are opening opportunities for technology developers and material manufacturers. Consequently, demand for improved sorbents, solvents, membranes, and an electrochemical material is expected to increase across the region.
Key players in the market
Some of the key players in Direct Air Capture Materials Market include Climeworks, Carbon Engineering, Global Thermostat, Heirloom Carbon Technologies, Noya, Avnos, Skytree, Svante, AirCapture, RepAir Carbon, Spiritus, Origen, Capture6, Octavia Carbon, Soletair Power, Mission Zero Technologies, Aerbon and Korall.
In June 2026, Heirloom Carbon Technologies, TKMS and thyssenkrupp Calvion signed two Memorandums of Understanding (MoU) to collaborate on large-scale carbon dioxide removal in Canada. The partnership will support the country's goal of becoming a global leader in clean-technology exports, generate high-value jobs and stimulate Alberta's manufacturing sector.
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.
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.