罗兰贝格：2025实现碳捕集与封存的有效落地：经济可行性与赋能条件战略指南（英文版）（52页）.pdf

1、Making Carbon Capture&Storage WorkA strategic guide to economic viability and enabling conditionsREPORTCarbon capture and storage(CCS)is a vital technology for decarbonizing energy-intensive industries and mitigating climate change.After decades of evolution,over 200 million tons of CO safely stored

2、 globally,and costs declining toward breakeven,the challenge is no longer technical its aligning the institutional,regulatory,and social conditions that allow economically viable CCS projects to get built.Interviews with leaders from across the CCS value chain revealed three unanimous concerns:finan

3、cial viability challenges,unclear liability frameworks,and low social acceptance.The economics are context-dependent.Capture costs vary dramatically by sector:In chemicals,ammonia production enjoys natural advantages due to high CO concentrations,while cement and steel face higher costs.Energy sourc

4、ing also proves decisive heat pumps enable viability in 35 of 42 countries by 2040 versus just six using electric heaters.Customer willingness to pay is also emerging as a key factor,creating a strategic window before markets commoditize.Beyond economics,social acceptance of CCS lags behind that of

5、other climate technologies and varies by geography.Regulatory stability matters at least as much as subsidy generosity and liability clarity is urgent,as current frameworks remain immature across five risk categories.A decisive window exists from 2025 to 2035 where early movers will capture advantag

6、es through green premiums and infrastructure access.To succeed,industry players should establish competitive positioning,manage uncertainty proactively,and secure customer-backed offtake.Conversely,regulators can support by prioritizing stable frameworks over generous but unpredictable subsidies,cla