到2035年欧洲CCS投入将达到350亿美元

据天然气资讯9月8日消息称，碳捕获和储存(CCS)研究和测试中心已经度过了漫长而昂贵的20年。雷斯塔能源分析显示，现在欧洲已经到了大规模开发具有经济意义的阶段，到2035年可能会引发多达350亿美元的开发支出，届时欧洲大陆每年可以捕获和储存多达7500万吨的二氧化碳。

仅在欧洲，就有大约10个规模更大的碳捕获和碳储存项目正在规划之中，并且很有可能在2035年之前投入使用。其中大部分位于挪威、英国、丹麦和荷兰的北海附近，但在爱尔兰和意大利也有一些项目正在筹划中。

尽管大多数项目预计将在不久开始投营，但由于大多数项目的发展时间为3至5年，供应商获得的投资和合同将在2021-2023年期间开始大幅增加。到2035年，这些项目的总资本投资预计将达到300亿美元，运营支出总额为50亿美元。

大约一半的CAPEX将由源头的设施消耗，其中二氧化碳捕获设备和设施建设占最大比例。储存投资将占15%，主要包括将二氧化碳安全储存在地下储库的相关服务。运输和运营成本占35%，涉及干线、航运和基础设施维护成本。

雷斯塔预计，在欧洲，从2021年到2025年，每年将增加300万吨的二氧化碳捕集和储存能力，然后在下一个五年(2026-2030)期间，跃升至700万吨/年。到2035年，我们预计总装机容量约为7500万吨/年，其中近80％来自英国项目。

曹海斌 摘译自 天然气资讯

原文如下：

Rystad Energy: Europe could see US$35 billion in CCS spending till 2035

It’s been a long and costly two decades of carbon capture and storage (CCS) studies and test centres. Now Europe has reached a stage where big-scale developments make financial sense and could trigger up to US$35 billion in development spending until 2035 – by which time as much as 75 million t of CO2 could be captured and stored per year on the continent, a Rystad Energy analysis shows.

In Europe alone there are around 10 larger projects, with both carbon capture and storage, that are planned and have a high chance of being operational by 2035. Most of them are located around the North Sea in Norway, the UK, Denmark and Netherlands, but there are also projects on the drawing board in Ireland and Italy.

Although most of the projects are expected to be on-line from the middle of this decade, investments and contracts awarded to suppliers will already start to grow significantly from 2021–2023, as most projects have a development timeline of three to five years. Total capital investment for these projects is expected to reach US$30 billion, in addition to operational expenditure totalling US$5 billion until 2035.

About half of the CAPEX will be consumed by the facilities at the source, with CO2-capture equipment and facility construction making up the largest part. Storage investments will make up 15% and will mainly comprise well-related services to store the CO2 safely in underground reservoirs. Transport and operations take 35% and relate to trunk lines, shipping and infrastructure maintenance costs.

In Europe, Rystad expects that 3 million tpy of CO2 capture and storage capacity will be added each year from 2021 to 2025, then jumping to 7 million tpy in the next five-year period 2026–2030. By 2035 we are looking at total installed capacity of around 75 million tpy, where almost 80% will come from UK projects.