據(jù)世界石油網(wǎng)站3月18日?qǐng)?bào)道 雷斯塔能源研究表示，服務(wù)業(yè)在碳捕獲和儲(chǔ)存（CCS）開(kāi)發(fā)上的支出在本十年內(nèi)將飆升，從2022年到2025年將翻兩番，未來(lái)三年全球累計(jì)支出將超過(guò)500億美元。

2022年宣布的商業(yè)項(xiàng)目總支出預(yù)計(jì)將達(dá)到44億美元，高于去年的28億美元。預(yù)計(jì)到2023年，支出將增加近三倍，達(dá)到110億美元。預(yù)測(cè)顯示，2024年和2025年將分別增加180億美元和190億美元，到本十年中期，預(yù)計(jì)總額將達(dá)到520億美元。這些總數(shù)僅包括已宣布的項(xiàng)目，同時(shí)假設(shè)所有項(xiàng)目都按計(jì)劃進(jìn)行，并且不包括試點(diǎn)或示范項(xiàng)目。

這筆資金將用于與捕集裝置的安裝、二氧化碳的運(yùn)輸和儲(chǔ)存相關(guān)的廣泛服務(wù)。歐洲和北美將推動(dòng)支出，在宣布的84個(gè)商用CCS項(xiàng)目中，預(yù)計(jì)到2025年將有63個(gè)位于這兩個(gè)地區(qū)。

雷斯塔能源高級(jí)分析師Lein Mann Hansen表示：“CCS技術(shù)被視為成功實(shí)現(xiàn)能源轉(zhuǎn)型所需的社會(huì)脫碳的一個(gè)基本組成部分。盡管這項(xiàng)技術(shù)可以追溯到20世紀(jì)70年代，但CCS項(xiàng)目的宣布數(shù)量在過(guò)去兩年中激增，因此服務(wù)業(yè)的支出預(yù)計(jì)將在未來(lái)幾年達(dá)到頂峰。”

全球已有56個(gè)商業(yè)CCS項(xiàng)目在運(yùn)行，能夠在各個(gè)行業(yè)每年捕獲高達(dá)4100萬(wàn)噸的二氧化碳。根據(jù)已經(jīng)宣布的項(xiàng)目，到2025年，近140個(gè)CCS工廠將投入運(yùn)行，如果所有項(xiàng)目按計(jì)劃推進(jìn)，將捕獲至少1.5億噸二氧化碳。這些項(xiàng)目目前處于不同的開(kāi)發(fā)階段，包括可行性、概念和建設(shè)。

將近三分之二的總服務(wù)支出將用于為該設(shè)施配備二氧化碳捕獲組件和維持運(yùn)營(yíng)。工程、采購(gòu)、施工和安裝（EPCI）成本將是支出的主要驅(qū)動(dòng)力，到2025年，將為550億美元的總額貢獻(xiàn)約350億美元。2025年，EPCI的年度支出將達(dá)到120億美元，比今年預(yù)計(jì)的28億美元增加了300%以上。

王磊 摘譯自 世界石油

原文如下：

Carbon capture and storage service spending to total more than $50 billion globally by 2025

Service sector spending on carbon capture and storage (CCS) developments is set to skyrocket this decade, quadrupling from 2022 to 2025, with cumulative global expenditure over the next three years topping $50 billion, Rystad Energy research indicates.

Total spending for announced commercial projects in 2022 is projected to hit $4.4 billion, up from $2.8 billion last year. Outlay is then expected to nearly triple in 2023, topping $11 billion for the year. Projections show 2024 and 2025 will see an additional $18 billion and $19 billion, respectively, bringing the projected total to $52 billion by the middle of the decade. These totals only include announced projects, assuming all projects move ahead as planned, and do not account for pilot or demonstration-only developments.

The cash will be spent on a broad range of services related to the installation of the capture unit, transportation of the carbon dioxide (CO2) and storage. Europe and North America will drive spending, with 63 out of the 84 announced commercial CCS projects expected to start operations by 2025 situated in these two regions.

“CCS technology is viewed as a fundamental component of the societal decarbonization required for a successful energy transition. Although the technology dates back to the 1970s, the number of CCS project announcements has surged in the last two years, and service sector spending is expected to go through the roof in the coming years as a result,” says Lein Mann Hansen, Rystad Energy senior analyst.

There are 56 commercial CCS projects already in operation globally, capable of capturing up to 41 million tonnes per annum (tpa) of CO2 across various industries. based on already announced projects, nearly 140 CCS plants could be operational by 2025, capturing at least 150 million tpa of CO2 if all projects move ahead as scheduled. These projects are currently in various stages of development, including feasibility, concept and construction.

Almost two-thirds of the total service spending will go towards equipping the facility with the CO2 capture component and maintaining operations. Engineering, procurement, construction and installation (EPCI) costs will be the primary driver of spending, contributing about $35 billion to the $55 billion total by 2025. Annual EPCI spending will hit $12 billion in 2025, a more than 300% increase from the $2.8 billion projected for this year.