CCUSの石油・ガスセクター戦略

現在のプロジェクト・パイプラインでは、2021年から2030年までのCAGRが34%となっています。これは、CCUS（二酸化炭素回収・有効利用・貯留）の最も新興国市場の成長率が安定してきたことを反映しており、以前の成長率より若干低下しています。石油・ガス産業は引き続きCCUS市場の主要促進要因であり、ExxonMobil、Chevron、QatarEnergyといった企業がCCUS容量の主要所有者ランキングに名を連ねています。

CCUS市場における石油・ガスの存在感は、10年末に向けてより多くの石油・ガス会社がプロジェクトを開発するにつれて、今後も続くと予想されます。これらのプロジェクトの結果、2030年にはエクイノールがCCUS容量の合計でトップになり、エニがこれに続くと予想されます。

石油・ガスセクターでは、CCUSに関する多くの戦略が浮上しており、大手石油・ガス会社は、回収と貯蔵を組み合わせたプロジェクトに投資することが多いです。また、単独所有の割合がまだ高いもの、大規模な回収プロジェクトではコンソーシアムを利用することでリスクを共有する傾向が見られます。全体として、石油・ガス部門は、分離回収、炭素パイプライン、炭素貯蔵施設を含むCCUSバリューチェーン全体において、オーナーであると同時にオペレーターとしての地位を確立しつつあります。

2030年の予測容量の32％が現在実現可能段階にありますが、これは低炭素水素のような他の新興エネルギー技術の統計と比べると明らかに低いです。さらに開発段階別の容量内訳を見ると、CCUSの今後の容量のかなりの割合が、プロジェクト完了の可能性が高まる後期開発段階に移行していることがわかります。

低炭素水素やCCUSのような新興技術は、脱炭素化が困難なセクターからの排出を回避する役割を果たすことから、長期的には排出削減に貢献すると予想されます。現在から2030年までの間に、ポスト燃焼技術への大きなシフトが予想され、10年後までには、この捕捉技術が稼動容量の62%を占めるようになります。これは主に、発電や重工業施設での採用が増加した結果です。米国は、既存の生産能力ベースと、実現可能性段階以降のプロジェクトの強力なパイプラインを組み合わせることで、北米地域の生産能力全体を押し上げ、世界の炭素回収市場の主導権を維持することができるとみられています。

当レポートでは、CCUS市場における石油・ガスセクターの戦略について調査し、CCUSの概要と課題、市場の動向、今後の見通しと技術的変化などについてまとめています。

目次

• 気候変動緩和におけるCCUSの役割
• エネルギー転換技術別排出削減
• 排出削減が困難な産業向けのCCUS
• 石油・ガスのCCUS戦略
• CCUS技術の種類
• CCUSバリューチェーンと石油・ガスの重点分野
• 石油・ガスにおけるCCUSの戦略的価値
• CCUSの課題と機会
• CCUS市場の主要動向
• CCUS容量の見通し
• CCUS市場における技術の変化
• 地域別の捕獲・貯蔵能力
• 業界全体でのCCUSの導入
• CCUSにおける石油・ガスの役割
• CCUS容量の現在および将来の主要所有者
• CCUS容量の主要事業者
• 2030年の容量別最大規模の回収・貯留プロジェクト
• 炭素パイプラインにおける石油・ガスの役割
• CCUSに注力する石油・ガスEPC
• 石油・ガスのCCUS市場シグナル
• 代替データセットを使用した石油・ガス会社の活動の評価
• 石油・ガスCCUS取引活動
• 企業提出書類の分析
• CCUS採用動向分析

List of Tables

• Challenges and opportunities of CCUS for oil and gas
• The biggest upcoming carbon capture projects
• Emerging carbon capture, transport, and storage ecosystems.
• Oil and gas EPCS concentrating on CCUS
• Oil and gas sector deals related to CCUS
• Filing extracts with mentions of CCUS from energy players

List of Figures

• CO2 emissions reductions in the energy sector in the sustainable development scenario relative to the stated policies scenario
• Contribution of CCUS to emission reduction by sector in the sustainable development scenario, 2030 - 2070
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS in the face of industry challenges
• CCUS capacity outlook
• Breakdown of CCUS capacity in 2023 by capture type
• Breakdown of CCUS capacity in 2030 by capture type
• Breakdown of capture capacity by stage and region
• Top 10 countries by capture capacity based on active and announced projects
• Breakdown of storage capacity by project stage and region
• Top 10 countries by carbon storage capacity based on active and announced projects
• Breakdown of active and upcoming capture capacity by facility industry
• Leading owners of 2023 CCUS capacity
• Leading owners of 2030 CCUS capacity
• Leading operators of CCUS capacity in 2030
• Map of carbon storage project intensity
• A snapshot of CCUS deal activity in the oil and gas sector
• Leading companies by mentions of CCUS in corporate filings, January 2022 - December 2024
• Distribution of posted jobs related to CCUS in the oil and gas sector, Jan 2022 - November 2024
• Leading companies by job postings related to CCUS, Jan 2022 - December 2024

Project announcements continue to bolster the CCUS capacity outlook, with the current project pipeline resulting in a CAGR of 34% between 2021 and 2030. This represents a slightly reduced growth rate to previous years, reflecting the stabilization of growth rates in CCUS' most developed markets. The oil and gas industry continues to be a major driver of the CCUS market, with companies such as ExxonMobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity.

The oil and gas industry continues to be a major driver of the CCUS market, with companies such as Exxon Mobil, Chevron and QatarEnergy featuring in the current ranking of leading owners of CCUS capacity. The presence of oil and gas within the CCUS market is expected to continue as more oil and gas companies develop projects towards the end of the decade. As a result of these projects, Equinor is expected to lead combined CCUS capacity in 2030 followed by Eni.

A number of strategies for CCUS are emerging within the oil and gas sector, with the biggest oil and gas companies often investing in a combination of capture and storage projects. In addition, although there is still a high prevalence of sole ownership, there is a trend of risk sharing through the use of consortiums for large-scale capture projects. Overall, the oil and gas sector is establishing itself as both an owner and operator across the CCUS value chain, including capture, carbon pipelines, and carbon storage facilities.

Key Highlights

• Although 32% of 2030's projected capacity is currently in the feasibility stage, this is distinctly lower than the same statistic for other emerging energy technologies such as low-carbon hydrogen. A further breakdown of capacity by development stage indicates a significant proportion of upcoming CCUS capacity migrating into later stages of development, with an increased likelihood of project completion.
• More emerging technologies such as low-carbon hydrogen and CCUS are expected to contribute emission reduction in the longer term, reflecting their role in averting emissions from otherwise difficult to decarbonize sectors.
• A major shift towards post-combustion techniques is expected between now and 2030, with this capture technology dominating 62% of active capacity by the end of the decade. This will largely come as a result of increased adoption across power generation and heavy industry facilities.
• The United States' existing base of active capacity combined with its strong pipeline of post-feasibility stage projects will propel the overall capacity of the North America region, allowing it to retain its leadership of the global carbon capture market.

Scope

• The role of CCUS in mitigating climate change
• CCUS technology briefing
• CCUS challenges and opportunities for oil and gas
• Global CCUS Outlook
• Leading regions and countries for CCUS capacity
• Largest capture and storage projects globally
• Leading companies by capture capacity in 2023
• Leading companies by capture capacity in 2030
• Leading operators of CCUS projects
• Oil and gas EPCs focussing on CCUS within their strategies
• Major oil and gas sector deals related to CCUS

Reasons to Buy

• Identify market trends within the oil and gas sector, including the analysis of the strategies that the biggest industry players are implementing to enter the CCUS market.
• Understand the key oil and gas players that are investing in CCUS.
• Develop market insight of the major technologies and pathways that are being employed within the CCUS market.
• Stay up to date with the latest deals related to CCUS in the oil and gas sector

Table of Contents

Table of Contents

• The role of CCUS in mitigating climate change
• Emission reduction from energy transition technologies
• CCUS for hard to abate industries
• The oil and gas CCUS strategy
• CCUS technology types
• The CCUS value chain and oil and gas focus areas
• The strategic value of CCUS for oil and gas
• Challenges and opportunities of CCUS
• CCUS market key trends
• The CCUS capacity outlook
• Technological shifts in the CCUS market
• Capture and storage capacity by geography
• CCUS adoption across industries
• The role of oil and gas in CCUS
• Current and future leading owners of CCUS capacity
• Leading operators of CCUS capacity
• Largest capture and storage projects by 2030 capacity
• The role of oil and gas in carbon pipelines
• Oil and gas EPCs focussing on CCUS
• CCUS market signals in oil and gas
• Assessing oil and gas company activity using alternative datasets
• Oil and gas CCUS deal activity
• Company filings analysis
• CCUS hiring trends analysis