东盟能源数据-连接抱负与行动_马来西亚CCUS之旅（英）-2025.8_31页_3mb

报告摘要

Malaysia's CCUS Journey: Bridging Ambition and Action

Context

Malaysia aims to achieve net-zero emissions by 2050, with CCUS as a cornerstone of its climate strategy. The National Energy Transition Roadmap (NETR) identifies CCUS as a flagship technology to reduce emissions in hard-to-abate sectors, supported by policy frameworks like the National Carbon Capture (NCC) Project and Mission 3: Push for Net Zero under the New Industrial Master Plan 2030.

Policy and Investment Framework

Legal and Regulatory Developments

🧾 CCUS Act 2025 (Act 870): Malaysia’s first national CCUS law, enacted in August 2025, establishes a legal framework for carbon capture, transportation, and storage. It focuses on Peninsular Malaysia and excludes Sabah and Sarawak, which have their own regulatory systems.
- 📜 Outlines permits, post-closure stewardship funds, and injection levies.
- 🏛️ Administered by the Malaysia CCUS Agency (MyCCUS), with state autonomy emphasized, particularly for Sabah and Sarawak.

Fiscal Incentives

💰 Budget 2023: Introduces tax allowances (e.g., 100% Investment Tax Allowance for CCS equipment) and exemptions (e.g., import duties on CCS-related equipment).
Target: Attract US$200–250 billion in investments and create 200,000 jobs annually by 2050.

Key Projects

Three Major CCS Initiatives

Project	Entity	Capacity	Location
Kasawari CCS	PETRONAS	3.3 Mtpa CO₂/year	Offshore Sarawak
Lang Lebah CCS	PTTEP, KUFPEC, etc.	2028 (target)	Offshore Miri, S.
BIGST	JX Nippon, PETRONAS	Not specified	Onshore MALAYSIA

Pilot Projects

📦 Carbon Utilization Projects:
- 🌱 TNB’s Project Bloom (Bio-CCU): Captures CO₂ for algae-based fertilizers and biofuels.
- 🔧 Project Dragon: Captures 5,000 kg CO₂/year at a coal-fired plant.

Regional Role

CCUS Hubs

By 2030: 3 hubs (2 in Peninsular, 1 in Sarawak) with 15 Mtpa storage capacity.
By 2050: 6 hubs targeting 40–80 Mtpa capacity.
Clusters Proposed:
- Northern/Southern Clusters (Peninsular): Industrial CO₂ capture in Kerteh/Bintulu hubs.
- Eastern Cluster (Sarawak): Oil and gas field CO₂ capture at eastern sites.

Challenges and Overcoming Barriers

Cross-Border CO₂ Transport:

⚠️ London Protocol hurdles: Not signed by Malaysia; delays ratification.
✅ Solution: Bilateral agreements and regional protocols to align with standards.

Federal-State Regulatory Harmonization:

⚖️ States (Sabah/Sarawak) fear federal overreach on resource management.
✅ Framework adjustments under MA63 to protect state jurisdictions.

Conclusion

Malaysia is advancing CCUS through a mix of world-class projects (Kasawari, Lang Lebah), robust legal frameworks (CCUS Act 2025), and fiscal incentives. However, regulatory harmonization across states and cross-border transport protocols remain critical for realizing its Net Zero goals and regional leadership in CCS.

展开完整摘要