이산화탄소 포집/활용/저장 : CCUS 기술 현황 리뷰, 예측과 분석

Carbon capture, utilization, and sequestration (CCUS) has increasingly been recognized as an essential component of decarbonization strategies including all pathways outlined by the United Nation's Intergovernmental Panel on Climate Change. In heavy-emitting industries that are difficult to decarbonize, such as cement making and steel making, CCUS stands out as one of the only viable options to mitigate emissions. However, existing capacity, announced new projects, and investment spending in recent years have been far less than what is needed for the rapid global deployment of CCUS capacity that is necessary to achieve net-zero global CO₂ emissions by 2050.

High project costs predominantly stem from expensive CO₂ capture equipment and are one of the primary obstacles to the successful scaleup of CCUS capacity. Therefore, government support through grants and tax incentives is key to averting first-mover disadvantages and enabling further CCUS research, development, and deployment. While learning rates have cut costs since the first CCUS project went online 50 years ago, a much steadier and more robust queue of projects is needed for economies of scale to further reduce expenses. In the meantime, several companies-many from the oil & gas industry-have partnered in recent years to share knowledge and explore opportunities in CCUS. These relationships, along with dozens of proposed CCUS hubs around the world, could cut costs further.

This Guidehouse Insights report provides capacity and spending forecasts for four carbon capture technology stages: pre-combustion, post-combustion, oxy-fuel combustion, and direct air capture. Forecasts are provided for major global regions and cover 2022-2031.

KEY QUESTIONS ADDRESSED:

• How is CO₂ captured, used, and stored?

• What are the pros and cons of each technology?

• What are the drivers and barriers shaping the CCUS market?

• Which companies are pushing this market forward-and why?

• Which industries are being targeted for CCUS projects?

• Which regions and applications are most attractive?

• What is the potential size of the future global CCUS market?

WHO NEEDS THIS REPORT:

• Oil & gas producers and integrated companies
• Midstream companies and pipeline developers
• Refiners, ethanol producers and petrochemical companies
• Utilities and power plant operators
• Heavy industry and other large power users
• Government agencies
• Nonprofit organizations
• Investor community

Table of Contents

1. Executive Summary

• 1.1. Overview
• 1.2. Global Outlook

2. Market Issues

• 2.1. Introduction
• 2.2. Carbon Capture Technologies
  • 2.2.1. Point-Source Capture
  • 2.2.2. Atmospheric Capture
  • 2.2.3. Capture Costs
• 2.3. Transportation
• 2.4. Carbon Sequestration
• 2.5. Carbon Dioxide Utilization
• 2.6. Policies, Markets, and Other Economic Incentives
• 2.7. Partnerships and Hubs
• 2.8. Market Drivers
  • 2.8.1. Industry and Corporate Decarbonization Efforts
  • 2.8.2. Strong Policy Support in North America and Europe
  • 2.8.3. Mature Technology
  • 2.8.4. Favorable Geology
• 2.9. Market Barriers
  • 2.9.1. High Capital and Operating Costs
  • 2.9.2. Scalability
  • 2.9.3. Lagging Policy Support and Regulatory Hurdles
  • 2.9.4. Mixed or Negative Public Image
• 2.10. Key Performance Indicators

3. Market Forecasts

• 3.1. Methodology
• 3.2. Global Market Overview
  • 3.2.1. CCUS Capacity Forecast by Technology
  • 3.2.2. CCUS Spending Forecast by Technology
• 3.3. Regional Market Overview
  • 3.3.1. North America
  • 3.3.2. Europe
  • 3.3.3. Asia Pacific
  • 3.3.4. Latin America
  • 3.3.5. Middle East & Africa

4. Conclusions and Recommendations

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study, Sources and Methodology, Notes