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| Title: | 碳捕捉、利用與封存之永續商業模式分析: 以Petra Nova、Longship個案為例
Analyzing Sustainable Business Models for Carbon Capture, Utilization, and Storage (CCUS): Case Studies of Petra Nova and Longship |
| Authors: | 彭郁宸
Peng, Yu-Chen |
| Contributors: | 柯玉佳
Ko, Yu-Chia
彭郁宸
Peng, Yu-Chen |
| Keywords: | 碳捕捉
利用與封存
商業模式
脫碳技術
永續轉型
氣候投資
Carbon Capture
Utilization and Storage
Business Model
Decarbonization Technology
Sustainability Transition
Climate Investment |
| Date: | 2025 |
| Issue Date: | 2025-09-01 16:07:12 (UTC+8) |
| Abstract: | 面對氣候變遷與能源轉型的迫切需求，碳捕捉、利用與封存（CCUS）技術被視為邁向淨零排放的重要途徑。然而，CCUS專案普遍面臨高資本成本、長回收期與市場不確定性，形成技術商業化過程中的死亡之谷。因此設計出兼顧經濟性與永續性的商業模式，才能讓創新技術真正擴散。本研究以永續商業模式四構面（價值創造、供應鏈管理、利害關係人互動、財務結構）作為分析框架，探討在政策誘因、產業協作與市場條件交織的情境下，CCUS專案如何設計可行且具韌性的商業模式，以跨越死亡之谷並推動低碳轉型。透過比較美國Petra Nova與挪威Longship專案，分析兩者在全鏈模式下於資金安排、風險分攤、公共與私部門合作機制等面向的異同，進而提出支持CCUS發展所需的政策結構與產業策略建議。研究結果顯示，穩定的政策承諾、有效的契約設計（如CCfD）與清晰的責任分配機制，是降低投資風險、吸引資本投入及推動技術擴散的關鍵要素。透過系統性比較不同專案的融資與營運結構，本研究期望能為政策制定者提供建構誘因與市場穩定性的具體參考，協助企業與營運者在高風險市場中設計可行的營運策略，同時作為金融與投資機構評估此類專案融資架構與風險管理的重要依據。最終，期盼本研究能成為串聯政策、產業與資本的重要橋梁，使CCUS在碳中和的道路上真正扮演推動者的角色。
Amid the pressing demands of climate change and the energy transition, Carbon Capture, Utilization, and Storage (CCUS) technologies are regarded as a critical pathway toward achieving net-zero emissions. Yet CCUS projects often entail high capital intensity, long payback horizons, and market uncertainty, creating a “valley of death” in commercialization. Designing business models that balance economic viability with sustainability is therefore essential for enabling the diffusion of these innovative technologies. This study adopts the four-pillar framework of sustainable business models, value creation, supply chain management, stakeholder interaction, and financial structure, to examine how CCUS projects can develop viable and resilient business models under the intertwined conditions of policy incentives, industrial collaboration, and market dynamics to overcome the valley of death and accelerate low-carbon transitions. By comparing the Petra Nova project in the United States and the Longship project in Norway, this research analyzes the similarities and differences between full-chain models in terms of financing structures, risk-sharing mechanisms, and public-private partnerships, providing financial and industrial strategy recommendations essential for supporting CCUS deployment. The findings indicate that stable policy commitments, effective contractual designs, and clear liability allocation are key elements in reducing investment risks, attracting capital, and facilitating the widespread deployment of CCUS technologies. Through a systematic comparison of financing and operational structures across projects, this study aims to offer policymakers concrete references for constructing incentives and market stability, support firms and operators in designing feasible operational strategies in high-risk markets, and provide financial institutions and investors with frameworks for evaluating financing structures and risk management in CCUS projects. Ultimately, this research aims to bridge the gaps among policy, industry, and capital, thereby enabling CCUS to evolve into a transformative force in the transition to a low-carbon economy. |
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| Description: | 碩士
國立政治大學
科技管理與智慧財產研究所
112364116 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0112364116 |
| Data Type: | thesis |
| Appears in Collections: | [科技管理與智慧財產研究所] 學位論文
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