éå»æ°å¹´ãããã°ãªã¤ã«ã¯çç´ æç²ããã³è²¯çï¼CCSï¼æè¡ã¸ã®å¤§è¦æ¨¡ãªæè³ãè¡ã£ã¦ãã¾ããããããã¯å½¼ããçç£ããã¨ãã«ã®ã¼è³æããã®CO2æåºãç¸æ®ºããããã ã¨ããã¦ãã¾ããç°å¢ä¿è·ä¸»ç¾©è ãã¯ããã®åãçµã¿ãåãªãç°å¢ã¸ã®é æ ®ã®ããã®æ段ã¨è¦ãªãã¦ãã¾ãããå°é家ã¯ãCCSæè¡ãå®éã®è±çç´ åã«å¿ è¦ãªè¦æ¨¡ã§æªã 証æããã¦ããªãã¨è¦åãã¦ãã¾ããããããæ°ããªç 究ã«ãããçç´ æç²ãã»ã¼æ¯æ¸å¯¸åã®æ²¹ç°ã®çç£æ§ãæ°åå¹´ã«ããã£ã¦å»¶ã°ããã¨ãã§ããå¯è½æ§ã示åããã¦ãã¾ããã«ã«ã¬ãªã¼æ ç¹ã®ã·ãã¢å°è³ªé¡§åã¡ã³ãã§ã¤ã»ã¸ã£ãªæ°ã¯ããµã¹ã«ãã¥ã¯ã³å·ã®ã¦ã§ã¤ãã¼ã³ã»ããã¼ã«æ²¹ç°ã§è¡ãããCO2æ³¨å ¥ãåããæ¥çæé·ã®EORããã¸ã§ã¯ãã«é¢ããAAPG Bulletinç 究ãè¡ãã¾ããããã®ããã¸ã§ã¯ãã¯2000年以æ¥ãäºé ¸åçç´ ã®æ³¨å ¥ãåãã¦ããããå¼·åãããåæ²¹ååã«ãããæ²¹ç°ã®å¯¿å½ã39å¹´ãã84年延ã°ããã¨ãå¯è½ã§ãããã¨çµè«ä»ãã¾ãããã¸ã£ãªæ°ã¯ã«ããã®ç¹å®ã®ããã¸ã§ã¯ãã«ç¦ç¹ãå½ã¦ããã¨ãèªãã¤ã¤ããä¸çä¸ã®å¤§è¦æ¨¡ãªCCSããã¸ã§ã¯ãã§ããåæ§ã®çµæãæå¾ ãããã ãããã¨è¿°ã¹ã¦ãã¾ãã
ã¸ã£ãªæ°ã®ä¸»å¼µã¯èªå¼µããã¦ããå¯è½æ§ãããããããã¾ãããã¯ãã½ã³ãã£ã¼ã«ãã®ãã³ãã¼ã¦ãããCO2 EORããã¸ã§ã¯ãã¯ãCO2ãæ³¨å ¥ããçµæãåæ²¹çç£éãã»ã¼7åã«å¢å ãã¾ããã
ãããã®ç¥è¦ã¯ãã«ããã¨ã¢ã«ãã¼ã¿ã®æ¿åºãCCSããã¸ã§ã¯ãã«15.3åãã«ä»¥ä¸ã®ç¨é¡æ§é¤ãå²ãå½ã¦ããã¨ãã¦ããææã«ãããããã¦ãã¾ããã«ããã ãã§ãªããè±å½æ¿åºã¯CCSè£å©éã«200åãã³ããç´æããç±³å½ã®ç³æ²¹ã»ã¬ã¹çç£æ¥è ã¯å°ä¸ã®å°è³ªå½¢æã«CO2ãåããéã«ã1ãã³ããã85ãã«ã®ç¨é¡æ§é¤ãåãããã¨ãã§ãã¾ãï¼CO2ãEORã«ä½¿ç¨ãããå ´åã¯ã60ãã«ã«å¼ãä¸ãããã¾ãï¼ã
é¢é£ï¼ä¸çã®ç³æ²¹éè¦ããããè«äº
æ¨å¹´ãæ¢é±ã»çç£å¤§æã®ã¨ã¯ã½ã³ã¢ã¼ãã«ï¼NYSE:XOMï¼ã¯ãCCSã½ãªã¥ã¼ã·ã§ã³ã®éçºä¼æ¥ã§ãããã³ããªã¼ç¤¾ï¼NYSE:DENï¼ã49åãã«ã§ã®å ¨æ ªå¼åå¼ã§è²·åãã¾ããããã³ããªã¼ç¤¾ã¯EORä½æ¥ãéãã¦CO2ãåå©ç¨ããç°å¢ã«ããããçç´ è² ã®ãã«ã¼ãªã¤ã«ãçç£ãã¦ãã¾ãããã³ããªã¼ç¤¾ã¯ç¾å¨ãç±³å½å ã§1,300ãã¤ã«ã®CO2ãã¤ãã©ã¤ã³ãããã¯ã¼ã¯ãææãã¦ãããã«ã¤ã¸ã¢ãå·ããããµã¹å·ããã·ã·ããå·ã«ç´925ãã¤ã«ããã®ä»10ã®é¸ä¸è²¯çå°ãä¿æãã¦ãã¾ããæ¨å¹´ãã¨ã¯ã½ã³ã¢ã¼ãã«ã¯å·¥æ¥ã¬ã¹ä¼ç¤¾ãªã³ãï¼NYSE:LINï¼ã¨å¥ç´ãç· çµãã¾ãããããã«ãããã¨ã¯ã½ã³ã¢ã¼ãã«ã¯ãããµã¹å·ãã¼ã¢ã³ãã®ãªã³ãã®ã¯ãªã¼ã³æ°´ç´ ããã¸ã§ã¯ãã«ããã¦ãå¹´éæ大2.2ç¾ä¸ã¡ããªãã¯ãã³ã®äºé ¸åçç´ ã輸éã»æ°¸ä¹ ä¿ç®¡ãããã¨ã«ãªãã¾ãã
ä¸æ¹ãã¨ã¯ã½ã³ã®ç³æ²¹ãã£ã¼ã«ããµã¼ãã¹é¨éã®åæ¥è ã§ããã·ã¥ã©ã³ãã«ã¸ã§ç¤¾ï¼NYSEï¼SLBï¼ã¯ãæè¿ãCCSãå«ã5ã¤ã®ãããã»ã°ã¡ã³ãã«æè³ããSlB New Energyã¦ããããè¨ç«ãã¾ãããSlB New Energyã®ç¤¾é·ã§ããã®ã£ãã³ã»ã¬ããã¯ã«ããã¨ããããã®ã»ã°ã¡ã³ãã®ãããããå¹´é100åãã«ä»¥ä¸ã®å¸å ´ã«ã¢ã¯ã»ã¹å¯è½ã§ãã
EORã®ããã®CCS
ç±³å½ã®æ²¹ç°ã«ãããåæ²¹çç£ã¯ä¸è¬ã«3ã¤ã®ç°ãªã段éã§è¡ããã¾ãï¼ç¬¬1次ã第2次ã第3次ï¼ã¾ãã¯å¼·åï¼ãªã«ããªã¼ã第1次ã®ãªã«ããªã¼æ®µéã§ã¯ãæ²¹ããã¼ãªã³ã°ã«éãåºãããã«éåã貯çå§åã人工ãªããæè¡ã使ç¨ããã¾ãããã®åæ段éã§ã¯ãé常ãåæ²¹ä¿çéï¼OOIPï¼ã®ç´10%ã®ã¿ãååããã¾ãã第2次ãªã«ããªã¼æè¡ã¯ãé常ãæ°´ãã¬ã¹ãæ³¨å ¥ãã¦æ²¹ã移åãããæ²¹ãçç£ãã¼ãªã³ã°ã«æ¼ãåºããã¨ã«ãããæ²¹ç°ã®çç£å¯¿å½ã延ã°ãã¾ããããã«ãããé常ãOOIPã®20~40%ãååããã¾ãã
ããããç±³å½ã®æ²¹ç°ããã¯æ¢ã«å®¹æã«çç£å¯è½ãªæ²¹ã大é¨åååããã¦ãããçç£è ã¯è¤æ°ã®ç¬¬3次ãå¼·ååæ²¹ååï¼EORï¼æè¡ã«é ¼ãå¿ è¦ãããã¾ããEORæè¡ã¯ãæçµçã«ã¯æ²¹ç°ã®OOIPã®30~60%以ä¸ãçç£ããå¯è½æ§ãæä¾ãã¾ãã
EORã®3ã¤ã®ä¸»è¦ãªã«ãã´ãªã¼ã¯ãã¬ã¹æ³¨å ¥ãåå¦ç©è³ªæ³¨å ¥ãããã³ç±ååã¨ããã¦ãããåæ¥çã«æåãã¦ãã¾ããã¬ã¹æ³¨å ¥ã¯ãç±³å½ã«ããã¦æãä¸è¬çãªEORæè¡ã§ãããåå½ã®EORçç£éã®ç´60%ãå ãã¦ãã¾ããã¬ã¹æ³¨å ¥ã¯ãCO2ã天ç¶ã¬ã¹ãçªç´ ãªã©ã®æ°ä½ã使ç¨ããæ²¹ç°ã«å±éãã追å ã®æ²¹ãçç£ãã¼ãªã³ã°ã«æ¼ãåºãä¸æ¹ã§ãä»ã®æ°ä½ã¯æ²¹ã«æº¶è§£ããç²æ§ãä½ä¸ããæµåæ§ãåä¸ããã¾ããCO2æ³¨å ¥ã¯ã西ãããµã¹ã®ãã«ãã¢ã³çå°ããã¥ã¼ã¡ãã·ã³å·æ±é¨ã ãã§ãªããã«ã³ã¶ã¹ããã·ã·ããã¼ãã¯ã¤ãªãã³ã°ããªã¯ã©ãããã³ãã©ããã¦ã¿ãã¢ã³ã¿ããã¢ã©ã¹ã«ããã³ã·ã«ããã¢ãªã©ã§æåè£ã«ä½¿ç¨ããã¦ãã¾ãã
åºå ¸ï¼DoE
ç¾å¨ãç±³å½ã¨ãã«ã®ã¼çã¯ãæ°ããæè¡ãç 究ãã¦ãããCO2æ³¨å ¥ã®çµæ¸çæ§è½ãå¤§å¹ ã«åä¸ããããããåºãç¯å²ã®æ²¹ç°ã«é©ç¨ã§ããããã«ããå¯è½æ§ãããã¾ããã¨ãã«ã®ã¼çã¯ã次ä¸ä»£ã®CO2-EORæè¡ãã岩ç³ã«éãè¾¼ãããã60åãã¬ã«ä»¥ä¸ã®åæ²¹ãçç£ããå¯è½æ§ãããã¨æ¨å®ãã¦ãã¾ãã
ãªã¤ã«ãã©ã¤ã¹.comã®ã¢ã¬ãã¯ã¹ã»ãããã«ãã
Oilprice.comããã®ãããè¨äºï¼
Alex Kimani is a veteran finance writer, investor, engineer and researcher for Safehaven.com. … More