대기 중 이산화탄소 직접 포집 화학물질 시장 예측(-2034년) : 화학물질 유형, 회수 기술, 재생 프로세스, 순도 등급, 최종사용자 및 지역별 분석

According to Stratistics MRC, the Global Direct Air Capture Chemicals Market is accounted for $1.8 billion in 2026 and is expected to reach $10.8 billion by 2034 growing at a CAGR of 25.1% during the forecast period. Direct air capture chemicals are specialized chemical materials used to selectively capture carbon dioxide directly from ambient air in direct air capture (DAC) systems. These chemicals include liquid solvents, solid sorbents, alkaline solutions, amine-based compounds, and advanced functional materials that bind carbon dioxide for subsequent regeneration and storage or utilization. Direct air capture chemicals play a critical role in carbon removal technologies by improving capture efficiency, operational performance, and process economics. Increasing investments in carbon removal, net-zero initiatives, and climate change mitigation are driving the development of advanced direct air capture chemicals worldwide.

Market Dynamics:

Driver:

Increasing net-zero commitments

Direct air capture chemicals are specialized sorbents solvents and reactive materials used to selectively capture carbon dioxide directly from ambient air for permanent storage or industrial utilization while supporting carbon removal and climate mitigation strategies. Governments and corporations are investing heavily in carbon removal technologies to achieve long-term emission reduction targets. Demand for scalable carbon capture solutions is increasing across energy industrial and manufacturing sectors. Continuous research is improving chemical performance and operational efficiency. Growing investment in carbon management infrastructure is supporting commercial deployment.

Restraint:

Energy-intensive capture processes

Capturing carbon dioxide from ambient air requires significant energy for adsorption regeneration and chemical processing which increases operational costs and affects overall process economics. High energy demand can reduce the commercial competitiveness of direct air capture facilities. Developers are integrating renewable energy sources to improve system sustainability. Advanced process optimization is helping lower energy consumption. Continuous innovation is improving operational efficiency. Reducing energy intensity remains one of the industry's primary technological challenges.

Opportunity:

Advanced DAC chemical formulations

Next-generation sorbents and solvent chemistries are being developed to improve carbon dioxide capture efficiency increase chemical durability reduce regeneration energy. Material innovation is supporting the commercialization of more cost-effective direct air capture systems. Research institutions and technology companies continue accelerating chemical development programs. Higher-performing formulations are improving overall plant economics. Commercial deployment is expanding as technology matures.

Threat:

Policy uncertainty for carbon credits

Changes in carbon pricing mechanisms carbon credit regulations and government incentive programs may affect investment decisions and project economics for direct air capture facilities. Investors require stable policy frameworks to support long-term carbon removal projects. Companies are diversifying revenue streams through carbon utilization and industrial partnerships. International climate policies continue evolving alongside carbon markets. Regulatory clarity remains important for sustained market expansion. Policy uncertainty continues influencing investment across the direct air capture industry.

Covid-19 Impact:

The COVID-19 pandemic delayed demonstration projects disrupted global research activities and temporarily slowed investments in emerging carbon removal technologies. Following the pandemic governments strengthened climate action programs and increased funding for carbon capture utilization and storage technologies accelerating development of direct air capture chemical solutions. Corporate sustainability commitments also expanded significantly during the recovery period. Public and private investment in carbon removal technologies continued increasing. Innovation activities accelerated across the carbon management sector.

The amine-based chemicals segment is expected to be the largest during the forecast period

The amine-based chemicals segment is expected to account for the largest market share during the forecast period as amine-based sorbents offer high carbon dioxide selectivity strong capture efficiency. Their well-established chemistry supports reliable large-scale carbon removal operations. Continuous research is improving chemical stability and reducing regeneration energy requirements. Commercial developers continue optimizing amine formulations for long-term operation. Growing deployment of DAC facilities supports segment expansion.

The ultra-high purity grade segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the ultra-high purity grade segment is predicted to witness the highest growth rate due to increasing demand for high-performance chemical materials that provide superior carbon capture efficiency improved operational stability. High-purity chemicals enhance process reliability and extend material lifespan. Technology developers are investing in advanced purification methods to improve product performance. Commercial carbon removal projects increasingly require premium-grade chemical materials. Continuous innovation is supporting rapid market adoption.

Region with largest share:

During the forecast period, the North America region is expected to hold the largest market share owing to strong carbon removal investments. The United States is leading commercial deployment of direct air capture facilities through substantial government funding and private sector investment while Canada is expanding carbon capture infrastructure supported by favorable climate policies. Mexico is also strengthening industrial carbon management initiatives to support emission reduction goals. Advanced technology development and supportive policy frameworks continue reinforcing regional market leadership.

Region with highest CAGR:

Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR driven by ambitious climate neutrality targets. The United Kingdom is accelerating investment in carbon removal technologies while Germany is expanding direct air capture research and commercial demonstration projects. Norway is strengthening carbon capture infrastructure through large-scale storage initiatives and the Netherlands is supporting industrial carbon management through national decarbonization programs. Strong regulatory support and climate-focused investment are accelerating market growth across the region.

Key players in the market

Some of the key players in Direct Air Capture Chemicals Market include Climeworks AG, Heirloom Carbon Technologies, Carbon Engineering ULC, Verdox, Inc., 1PointFive, Air Liquide S.A., Linde plc, BASF SE, Evonik Industries AG, Arkema S.A., Siemens Energy AG, SLB, Clariant AG, Carbon Clean Solutions Limited and Mitsubishi Heavy Industries, Ltd.

Key Developments:

In June 2025, Evonik Industries AG scaled the mass production of its amine-functionalized solid adsorbent polyimide hollow fiber membranes for direct air capture applications. These structure-engineered fibers offer enhanced chemical resistance against atmospheric degradation, drastically expanding the functional lifecycle of modular air filtering plants.

In April 2025, Air Liquide S.A. commissioned a large-scale liquid chemical absorption contactor system optimized for industrial direct air capture installations. The facility utilizes an advanced aqueous solution loop that vastly increases the gas-to-liquid contact area to drive down high regeneration energy demands.

Chemical Types Covered:

• Alkaline Chemicals
• Amine-Based Chemicals
• Carbonate-Based Chemicals
• Hybrid Capture Chemicals
• Other Chemical Types

Capture Technologies Covered:

• Liquid Solvent-Based
• Solid Sorbent-Based
• Electrochemical Capture
• Mineralization-Based Capture
• Other Capture Technologies

Regeneration Processes Covered:

• Low-Temperature Regeneration
• High-Temperature Regeneration
• Electrochemical Regeneration
• Pressure-Based Regeneration
• Other Regeneration Processes

Purity Grades Covered:

• Industrial Grade
• High-Purity Grade
• Ultra-High Purity Grade
• Other Purity Grades

End Users Covered:

• Carbon Capture Technology Providers
• Chemical Manufacturers
• Energy Companies
• Research Organizations
• Other End Users

Regions Covered:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Netherlands
  • Belgium
  • Sweden
  • Switzerland
  • Poland
  • Rest of Europe
• Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Thailand
  • Malaysia
  • Singapore
  • Vietnam
  • Rest of Asia Pacific
• South America
  • Brazil
  • Argentina
  • Colombia
  • Chile
  • Peru
  • Rest of South America
• Rest of the World (RoW)
  • Middle East
• Saudi Arabia
• United Arab Emirates
• Qatar
• Israel
• Rest of Middle East
  • Africa
• South Africa
• Egypt
• Morocco
• Rest of Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2023, 2024, 2025, 2026, 2027, 2028, 2030, 2032 and 2034
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

• 1.1 Market Snapshot and Key Highlights
• 1.2 Growth Drivers, Challenges, and Opportunities
• 1.3 Competitive Landscape Overview
• 1.4 Strategic Insights and Recommendations

2 Research Framework

• 2.1 Study Objectives and Scope
• 2.2 Stakeholder Analysis
• 2.3 Research Assumptions and Limitations
• 2.4 Research Methodology
  • 2.4.1 Data Collection (Primary and Secondary)
  • 2.4.2 Data Modeling and Estimation Techniques
  • 2.4.3 Data Validation and Triangulation
  • 2.4.4 Analytical and Forecasting Approach

3 Market Dynamics and Trend Analysis

• 3.1 Market Definition and Structure
• 3.2 Key Market Drivers
• 3.3 Market Restraints and Challenges
• 3.4 Growth Opportunities and Investment Hotspots
• 3.5 Industry Threats and Risk Assessment
• 3.6 Technology and Innovation Landscape
• 3.7 Emerging and High-Growth Markets
• 3.8 Regulatory and Policy Environment
• 3.9 Impact of COVID-19 and Recovery Outlook

4 Competitive and Strategic Assessment

• 4.1 Porter's Five Forces Analysis
  • 4.1.1 Supplier Bargaining Power
  • 4.1.2 Buyer Bargaining Power
  • 4.1.3 Threat of Substitutes
  • 4.1.4 Threat of New Entrants
  • 4.1.5 Competitive Rivalry
• 4.2 Market Share Analysis of Key Players
• 4.3 Product Benchmarking and Performance Comparison

5 Global Direct Air Capture Chemicals Market, By Chemical Type

• 5.1 Alkaline Chemicals
• 5.2 Amine-Based Chemicals
• 5.3 Carbonate-Based Chemicals
• 5.4 Hybrid Capture Chemicals
• 5.5 Other Chemical Types

6 Global Direct Air Capture Chemicals Market, By Capture Technology

• 6.1 Liquid Solvent-Based
• 6.2 Solid Sorbent-Based
• 6.3 Electrochemical Capture
• 6.4 Mineralization-Based Capture
• 6.5 Other Capture Technologies

7 Global Direct Air Capture Chemicals Market, By Regeneration Process

• 7.1 Low-Temperature Regeneration
• 7.2 High-Temperature Regeneration
• 7.3 Electrochemical Regeneration
• 7.4 Pressure-Based Regeneration
• 7.5 Other Regeneration Processes

8 Global Direct Air Capture Chemicals Market, By Purity Grade

• 8.1 Industrial Grade
• 8.2 High-Purity Grade
• 8.3 Ultra-High Purity Grade
• 8.4 Other Purity Grades

9 Global Direct Air Capture Chemicals Market, By End User

• 9.1 Carbon Capture Technology Providers
• 9.2 Chemical Manufacturers
• 9.3 Energy Companies
• 9.4 Research Organizations
• 9.5 Other End Users

10 Global Direct Air Capture Chemicals Market, By Geography

• 10.1 North America
  • 10.1.1 United States
  • 10.1.2 Canada
  • 10.1.3 Mexico
• 10.2 Europe
  • 10.2.1 United Kingdom
  • 10.2.2 Germany
  • 10.2.3 France
  • 10.2.4 Italy
  • 10.2.5 Spain
  • 10.2.6 Netherlands
  • 10.2.7 Belgium
  • 10.2.8 Sweden
  • 10.2.9 Switzerland
  • 10.2.10 Poland
  • 10.2.11 Rest of Europe
• 10.3 Asia Pacific
  • 10.3.1 China
  • 10.3.2 Japan
  • 10.3.3 India
  • 10.3.4 South Korea
  • 10.3.5 Australia
  • 10.3.6 Indonesia
  • 10.3.7 Thailand
  • 10.3.8 Malaysia
  • 10.3.9 Singapore
  • 10.3.10 Vietnam
  • 10.3.11 Rest of Asia Pacific
• 10.4 South America
  • 10.4.1 Brazil
  • 10.4.2 Argentina
  • 10.4.3 Colombia
  • 10.4.4 Chile
  • 10.4.5 Peru
  • 10.4.6 Rest of South America
• 10.5 Rest of the World (RoW)
  • 10.5.1 Middle East
    • 10.5.1.1 Saudi Arabia
    • 10.5.1.2 United Arab Emirates
    • 10.5.1.3 Qatar
    • 10.5.1.4 Israel
    • 10.5.1.5 Rest of Middle East
  • 10.5.2 Africa
    • 10.5.2.1 South Africa
    • 10.5.2.2 Egypt
    • 10.5.2.3 Morocco
    • 10.5.2.4 Rest of Africa

11 Strategic Market Intelligence

• 11.1 Industry Value Network and Supply Chain Assessment
• 11.2 White-Space and Opportunity Mapping
• 11.3 Product Evolution and Market Life Cycle Analysis
• 11.4 Channel, Distributor, and Go-to-Market Assessment

12 Industry Developments and Strategic Initiatives

• 12.1 Mergers and Acquisitions
• 12.2 Partnerships, Alliances, and Joint Ventures
• 12.3 New Product Launches and Certifications
• 12.4 Capacity Expansion and Investments
• 12.5 Other Strategic Initiatives

13 Company Profiles

• 13.1 Climeworks AG
• 13.2 Heirloom Carbon Technologies
• 13.3 Carbon Engineering ULC
• 13.4 Verdox, Inc.
• 13.5 1PointFive
• 13.6 Air Liquide S.A.
• 13.7 Linde plc
• 13.8 BASF SE
• 13.9 Evonik Industries AG
• 13.10 Arkema S.A.
• 13.11 Siemens Energy AG
• 13.12 SLB
• 13.13 Clariant AG
• 13.14 Carbon Clean Solutions Limited
• 13.15 Mitsubishi Heavy Industries, Ltd.