全球CCS发展重心转移

Core Insights - Carbon capture and storage (CCS) is crucial for achieving net-zero emissions, particularly in hard-to-abate sectors like steel, cement, and chemicals [2] - The U.S. has historically led global CCS development through substantial subsidies and tax incentives, particularly the 45Q tax credit under the Inflation Reduction Act (IRA), which offers up to $85 per ton for underground storage and $180 per ton for direct air capture (DAC) projects [2][3] - Recent political uncertainties in the U.S. threaten the future of CCS incentives, with over $14 billion in clean energy investments reportedly stalled due to concerns over potential legislative changes [3] U.S. CCS Landscape - Despite strong interest and technical expertise in CCS, political changes have created significant uncertainty, leading to project cancellations and delays [3] - The market's enthusiasm for CCS remains high, but the instability in the regulatory framework complicates long-term investment commitments [3] European CCS Strategy - Europe is adopting a regulatory-driven approach, exemplified by the recent Net Zero Industry Act, which mandates oil and gas companies to jointly develop and store at least 50 million tons of CO2 annually by 2030 [3][4] - This shift marks a fundamental departure from the U.S. model, as Europe is moving away from voluntary market signals to enforceable legal obligations, positioning CCS as a key pillar of its industrial decarbonization strategy [4] - The European Union is accelerating project approvals and unlocking funding mechanisms through its emissions trading system (EU ETS), providing a stable investment environment for CCS infrastructure [4] Comparative Analysis - The contrasting approaches of the U.S. and Europe highlight a dynamic shift in global CCS leadership, with the U.S. facing potential slowdowns due to policy uncertainties, while Europe establishes a more predictable regulatory framework [4] - Europe's mandatory development of storage capacity ensures infrastructure support for decarbonization efforts across multiple industries, positioning it as an emerging hub for CCS innovation [4]