麦肯锡：去碳产业研究报告(英文 50 页)

---

Carbon removals: How to scale a new gigaton industry

CO₂ removal (CDR) capacity is far from the gigaton scale needed to round out net-zero efforts by 2050. We explore a mature CDR market’s potential and possible first-mover advantages.

CO ₂ 去除 (CDR) 能力远未达到 2050 年企业实现净零排放所需的十亿吨规模。我们探索成熟的 CDR 市场的潜力和可能的先发优势。

The Intergovernmental Panel on Climate Change (IPCC) has made it clear that CO2 removal (CDR) is a critical tool for achieving net zero by 20501 because they could enable businesses to neutralize residual carbon emissions once all emission reductions efforts have been exhausted. Thus, by 2050, CDR competency could be a core part of management responsibilities across all sectors.

This report provides an analysis of the market potential for CDR, the investment requirements, and market trends. It also identifies which actions are the most likely to lower barriers to scaling CDR and delineates potential advantages for first movers in different stakeholder groups.

政府间气候变化专门委员会 (IPCC) 明确表示，二氧化碳 2 去除 (CDR) 是到 2050 年实现净零 1 的关键工具，因为它们可以帮助企业中和一旦所有减排努力都用尽后的残余碳排放量。因此，到 2050 年，CDR 能力可能成为所有部门管理职责的核心部分。

本报告对 CDR 的市场潜力、投资需求和市场趋势进行了分析。它还确定了哪些行动最有可能降低扩展 CDR 的障碍，并描绘了不同利益相关群体中先行者的潜在优势。

Contents 目录

Foreword 前言 v

Executive summary 执行摘要 1

CDR’s role in reaching net zero CDR 在实现零净排放中的作用 9

The CDR market has trillion-dollar potential CDR 市场具有万亿美元的潜力 17

Lowering barriers to scaling CDR 降低 CDR 规模化的障碍 29

Potential early-mover advantages in the CDR industry CDR 行业中的潜在先行者优势 37