2024年全球CCS现状报告（英)

Investment Rating - The report does not explicitly provide an investment rating for the CCS industry Core Insights - The global adoption of carbon capture and storage (CCS) has seen significant milestones, with 50 operational facilities and a 60% increase in the development pipeline to 628 facilities [3][4] - CCS is recognized as a critical component of strategies to meet net-zero commitments, with collaboration between governments and companies advancing its deployment [4][22] - The report highlights the exponential growth in CCS project development, particularly in North America and Europe, driven by strong government policies and private sector investment [24][88] Summary by Sections 1.0 From the CEO - The necessity of global collaboration to achieve net-zero greenhouse gas emissions is emphasized, drawing parallels to past successful international agreements [9][10] - The report outlines the historical context of carbon management initiatives and the importance of partnerships in advancing CCS technologies [12][13] 2.0 Global Collaboration for CCS - Achieving the Paris Agreement goals requires a decline in greenhouse gas emissions to net zero by mid-century, with CCS playing a vital role in both emissions reduction and carbon dioxide removal [22][23] - Strong policy support from leading nations has catalyzed the CCS industry, with collaborative efforts essential for overcoming barriers and driving investment [24][25] - Various international initiatives, such as the Clean Energy Ministerial and the Carbon Management Challenge, are fostering collaboration among governments, private sectors, and researchers [28][30] 3.0 Global Facilities and Trends - As of July 2024, there are 50 operational CCS facilities, 44 under construction, and a record 628 in the development pipeline, marking a 60% year-on-year increase [43][45] - The capture capacity of facilities under construction has increased by 57%, while the overall pipeline capacity has grown by 15% [43][44] - The report identifies significant regional trends, with the Middle East and Africa, China, and Europe leading in CCS project development and ambitious targets for CO₂ capture [74][80][83] 4.0 Regional Overview - The Americas are leading in CCS deployment, supported by federal funding and policy incentives, with over US$2.2 billion allocated for carbon management projects [88] - In Asia Pacific, countries are developing CCS value chains to manage emissions and facilitate cross-border CO₂ storage [91][92] - Europe is advancing its CCS initiatives with a target of 50 Mtpa CO₂ injection capacity by 2030, supported by substantial government funding and regulatory frameworks [83][84]