到2035年歐洲CCS投入將達(dá)到350億美元

據(jù)天然氣資訊9月8日消息稱，碳捕獲和儲(chǔ)存(CCS)研究和測(cè)試中心已經(jīng)度過了漫長而昂貴的20年。雷斯塔能源分析顯示，現(xiàn)在歐洲已經(jīng)到了大規(guī)模開發(fā)具有經(jīng)濟(jì)意義的階段，到2035年可能會(huì)引發(fā)多達(dá)350億美元的開發(fā)支出，屆時(shí)歐洲大陸每年可以捕獲和儲(chǔ)存多達(dá)7500萬噸的二氧化碳。

僅在歐洲，就有大約10個(gè)規(guī)模更大的碳捕獲和碳儲(chǔ)存項(xiàng)目正在規(guī)劃之中，并且很有可能在2035年之前投入使用。其中大部分位于挪威、英國、丹麥和荷蘭的北海附近，但在愛爾蘭和意大利也有一些項(xiàng)目正在籌劃中。

盡管大多數(shù)項(xiàng)目預(yù)計(jì)將在不久開始投營，但由于大多數(shù)項(xiàng)目的發(fā)展時(shí)間為3至5年，供應(yīng)商獲得的投資和合同將在2021-2023年期間開始大幅增加。到2035年，這些項(xiàng)目的總資本投資預(yù)計(jì)將達(dá)到300億美元，運(yùn)營支出總額為50億美元。

大約一半的CAPEX將由源頭的設(shè)施消耗，其中二氧化碳捕獲設(shè)備和設(shè)施建設(shè)占最大比例。儲(chǔ)存投資將占15%，主要包括將二氧化碳安全儲(chǔ)存在地下儲(chǔ)庫的相關(guān)服務(wù)。運(yùn)輸和運(yùn)營成本占35%，涉及干線、航運(yùn)和基礎(chǔ)設(shè)施維護(hù)成本。

雷斯塔預(yù)計(jì)，在歐洲，從2021年到2025年，每年將增加300萬噸的二氧化碳捕集和儲(chǔ)存能力，然后在下一個(gè)五年(2026-2030)期間，躍升至700萬噸/年。到2035年，我們預(yù)計(jì)總裝機(jī)容量約為7500萬噸/年，其中近80％來自英國項(xiàng)目。

曹海斌 摘譯自 天然氣資訊

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.