发展碳捕集、利用与封存对广东的产业机会

Potential Economic Opportunities of Developing a CCUS Industry in Guangdong

碳捕集、利用与封存(CCUS)作为最有前景和有效深度减排的低碳技术之一,将给传统化石能源行业、制造业、建造业、工程服务业和金融行业等产业带来显著的发展机会。分析了英国CCS商业化示范项目带来的CO2减排贡献,潜在CCUS供应链的商业机会、设备和技术需求,以及英国采用海底封存的原因,结合我国广东省实际情况,探讨了CCUS技术对广东省带来的产业机会。研究表明:尽管全球CCUS市场还没到达迅速增长阶段,但如果现在不及早准备逐步推动示范项目和相关产业发展的政策,将会失去发展CCUS相关产业和进入其供应链的机会。CCUS相关技术和装备都在广东省现有能源行业等非CCUS领域有广泛应用和市场,结合广东省装备制造和能源服务企业,开展国内外企业合作,可为CCUS产业发展和成本下降做出贡献。

Carbon Capture, Utilisation and Storage （CCUS） as one of the most promising low-carbon technologies to curb green- house gas emissions will bring in significant opportunities for energy, manufacturing, construction, engineering services, and finan- cial service industries. This paper firstly analyzes the contribution to CO2 emission reduction, potential commercial opportunity from CCUS supply chain, equipment and technical requirements, the reasons of seabed sequestration with commercial CCS demonstration projects in the United Kingdom. Then the industrial opportunities for Guangdong province from CCUS technique are discussed. The results show that the global CCUS market has not yet achieved a stage of rapid growth and therefore seizing the opportunities for in- dustry will require early preparation of enabling policy frameworks and the development of CCUS demonstration projects. We cannot wait for this to happen before developing the CCUS industry and indeed most of the technology and equipment required already has applications in non-CCUS related industries. Based on the cooperation of equipment manufacturing industry and energy service compa- nies at home and abroad, the CCUS industrial development and cost reduction will have a good prospect.