탄소 포집 및 저장 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the carbon capture and storage market size is expected to grow from USD 2.76 billion in 2025 to USD 3.15 billion in 2026 and is forecast to reach USD 6.05 billion by 2031 at 13.98% CAGR over 2026-2031.

This report is Segmented by Technology (Pre-Combustion Capture, Post-Combustion Capture, and Oxy-Fuel Combustion Capture), End-User Industry (Oil and Gas, Coal and Biomass Power Plant, Iron and Steel, Cement, and Chemical), and Geography (Asia-Pacific, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Carbon Capture And Storage Market Trends and Insights

Emerging Demand for CO2-EOR Projects

Enhanced oil recovery is regaining prominence because it creates dual revenue streams-monetizing captured carbon while extending production from mature reservoirs. Oil majors are pairing fertiliser, steel, and petrochemical emitters with depleted fields, turning capture hubs into profit-generating assets during the early adoption stage. The approach lowers payback periods, secures anchor customers, and accelerates infrastructure build-out in regions that already possess extensive pipeline networks. It also provides practical experience in handling large CO2 volumes, establishing a bridge to pure storage projects as EOR demand tails off over time. Revenue visibility from incremental barrels helps investors justify the high upfront capital required for capture plants and injection wells, smoothing the transition toward stand-alone sequestration services.

Expansion of Carbon-Pricing and ETS Schemes

Carbon markets now extend beyond cap-and-trade to include border adjustments and sector-specific levies, changing the economic calculus for manufacturers that export into regulated regions. The EU's Carbon Border Adjustment Mechanism applies a shadow price to imported emissions-intensive goods, forcing foreign producers to invest in CCS or risk losing market share. California extended its cap-and-trade through 2030 and tightened allowance allocations, making CCS a compliance cost-avoidance tool rather than a corporate social responsibility add-on. Voluntary carbon markets are maturing, and though questions around additionality persist, they still create secondary monetization routes for verified storage tonnes. Each of these policy levers lifts the floor price for abatement, narrowing the economic gap between capture costs and market incentives.

High CAPEX and OPEX of CCS Plants

Industrial-scale facilities routinely require USD 500 million-800 million in upfront investment, making equity financing challenging where policy certainty is weak. Even innovative solvent systems such as Carbon Clean's CycloneCC, which lowers capture cost to USD 30 per tonne, have yet to demonstrate economies of scale at commercial rates . Operating cost is further burdened by energy penalties that trim baseline plant efficiency 15-30%, forcing operators either to buy additional electricity or accept lower output. Access to concessional finance remains limited in developing economies, delaying uptake despite substantial emissions reduction needs. Capital intensity therefore prolongs payback periods and narrows the pool of early adopters to large corporations or state-owned enterprises capable of absorbing risk.

Other drivers and restraints analyzed in the detailed report include:

1. Stricter National Net-Zero Legislation
2. Scale-Up of Low-Carbon Synthetic-Fuel Projects
3. Growing Attractiveness of Cheaper Renewables

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Pre-combustion capture accounted for 81.45% of carbon capture and storage market share in 2025 because it dovetails with steam-methane reformers and biomass gasifiers already common in refineries and chemical complexes . The segment benefits from decades of operational data and lower incremental cost when installed during greenfield builds. However, the process imposes a 20-25% energy penalty, and solvent regeneration remains capital intensive. Oxy-fuel combustion is projected to grow 18.21% CAGR to 2031, propelled by projects such as the Brevik cement plant that capture process emissions without extensive flue-gas separation. By burning fuel in pure oxygen, the exhaust stream is nearly pure CO2, simplifying downstream compression. Technology providers are introducing modular oxy-fuel units suited for retrofit, and improved air-separation economics reinforce competitiveness against post-combustion alternatives. As heavy industries seek deep cuts with minimal efficiency loss, oxy-fuel's market share is expected to expand quickly, challenging pre-combustion's long-held lead in the carbon capture and storage market.

Complete Report Scope:

• By Technology
  • Pre-combustion Capture
  • Post-combustion Capture
  • Oxy-fuel Combustion Capture
• By End-user Industry
  • Oil and Gas
  • Coal and Biomass Power Plant
  • Iron and Steel
  • Cement
  • Chemical
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Norway
    • Netherlands
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

North America led with 50.72% carbon capture and storage market share in 2025, supported by generous 45Q tax credits that provide USD 85 per tonne for direct air capture and USD 60 for point-source capture. The U.S. Gulf Coast concentrates emitters, pipeline corridors, and saline aquifers, enabling hub concepts like ExxonMobil's proposed USD 100 billion Houston Ship Channel network. Canada complements the region with an investment tax credit of 60% for DAC equipment and 50% for other capture systems, spurring joint ventures such as Strathcona Resources and Canada Growth Fund's USD 2 billion partnership. Mexico positions itself as a cross-border transport partner, exploring shared storage solutions in depleted offshore fields.

Europe is projected to post the fastest CAGR at 26.05% between 2026-2031, underpinned by the Innovation Fund, the EU ETS, and Norway's pioneering Longship project, which began CO2 injection at Northern Lights in 2025. Germany's draft CCS law removes the onshore storage ban and unlocks the North German Basin, while the Netherlands advances the Porthos hub and the UK pushes HyNet and Teesside clusters. Cross-border transport agreements are maturing, and shared infrastructure lowers unit costs for smaller industrial emitters. The combination of carbon pricing, border tariffs, and dedicated public grants accelerates private investment, ensuring that Europe closes the gap with early-moving North America.

Asia-Pacific represents the largest long-term upside, driven by China's 2060 neutrality pledge and the first oxy-fuel cement demonstration in 2025, which validated technology fit for regional process industries. Japan is co-developing shipping routes with Australia for liquefied CO2, linking heavy industrial zones with offshore storage in the Bonaparte Basin . Indonesia targets 15 CCS projects by 2030, leveraging abundant deep-saline aquifers, while South Korea's Green New Deal earmarks CCS expenditure across steel and petrochemicals. The region, however, grapples with fragmented regulations and access to affordable finance, factors that may delay full-scale take-off until post-2030.

1. Air Liquide
2. Aker Solutions
3. Baker Hughes
4. Carbon Clean
5. CF Industries Holdings, Inc.
6. Climeworks
7. Dakota Gasification Company
8. ENEOS Xplora Inc.
9. Equinor ASA
10. Exxon Mobil Corporation
11. Fluor Corporation
12. General Electric Company
13. Halliburton
14. Honeywell International LLC
15. Linde plc
16. MITSUBISHI HEAVY INDUSTRIES, LTD.
17. Occidental Petroleum Corporation
18. Shell plc
19. Siemens Energy
20. SLB Capturi
21. Svante Technologies Inc
22. TotalEnergies

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Emerging Demand for CO2-EOR Projects
  • 4.2.2 Expansion of Carbon-Pricing and ETS Schemes
  • 4.2.3 Stricter National Net-Zero Legislation
  • 4.2.4 Scale-Up of Low-Carbon Synthetic-Fuel Projects
  • 4.2.5 Direct-Air-Capture (DAC) Build-Outs Needing Storage
• 4.3 Market Restraints
  • 4.3.1 High CAPEX And OPEX Of CCS Plants
  • 4.3.2 Growing Attractiveness of Cheaper Renewables
  • 4.3.3 Public Opposition to On-Shore CO2 Pipelines
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Value)

• 5.1 By Technology
  • 5.1.1 Pre-combustion Capture
  • 5.1.2 Post-combustion Capture
  • 5.1.3 Oxy-fuel Combustion Capture
• 5.2 By End-user Industry
  • 5.2.1 Oil and Gas
  • 5.2.2 Coal and Biomass Power Plant
  • 5.2.3 Iron and Steel
  • 5.2.4 Cement
  • 5.2.5 Chemical
• 5.3 By Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 India
    • 5.3.1.3 Japan
    • 5.3.1.4 Australia
    • 5.3.1.5 South Korea
    • 5.3.1.6 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 France
    • 5.3.3.4 Norway
    • 5.3.3.5 Netherlands
    • 5.3.3.6 Russia
    • 5.3.3.7 Rest of Europe
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle-East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 South Africa
    • 5.3.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share(%)/Ranking Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Air Liquide
  • 6.4.2 Aker Solutions
  • 6.4.3 Baker Hughes
  • 6.4.4 Carbon Clean
  • 6.4.5 CF Industries Holdings, Inc.
  • 6.4.6 Climeworks
  • 6.4.7 Dakota Gasification Company
  • 6.4.8 ENEOS Xplora Inc.
  • 6.4.9 Equinor ASA
  • 6.4.10 Exxon Mobil Corporation
  • 6.4.11 Fluor Corporation
  • 6.4.12 General Electric Company
  • 6.4.13 Halliburton
  • 6.4.14 Honeywell International LLC
  • 6.4.15 Linde plc
  • 6.4.16 MITSUBISHI HEAVY INDUSTRIES, LTD.
  • 6.4.17 Occidental Petroleum Corporation
  • 6.4.18 Shell plc
  • 6.4.19 Siemens Energy
  • 6.4.20 SLB Capturi
  • 6.4.21 Svante Technologies Inc
  • 6.4.22 TotalEnergies

7 Market Opportunities and Future Outlook

• 7.1 White-space and unmet-need assessment