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市場調查報告書
商品編碼
1681010

PEM電解槽市場 - 全球和區域分析:按最終用戶、材料類型和區域 - 分析和預測(2025-2034)

PEM Electrolyzer Market - A Global and Regional Analysis: Focus on End User, Material Type, and Region - Analysis and Forecast, 2025-2034

出版日期: | 出版商: BIS Research | 英文 120 Pages | 商品交期: 1-5個工作天內

價格
簡介目錄

隨著氨生產、精製工業、電力和能源儲存、運輸和甲醇生產等終端產業的需求不斷增加,對 PEM電解槽的需求預計也會成長。

此外,在 2025-2034 年預測期內,PEM電解槽在綠色氫氣生產中的應用越來越多,政府和私人公司對可再生能源的投資預計將進一步推動全球 PEM電解槽市場的發展。然而,缺乏氫氣基礎設施(例如氫氣儲存和運輸)預計將阻礙未來市場的成長。

全球 PEM電解槽市場正處於成長階段。燃料電池汽車銷售的增加以及人們對脫碳和控制溫室氣體排放的興趣日益濃厚,預計將推動市場成長。此外,終端用戶產業的高需求和政府有關控制溫室氣體排放的法規不斷加強,預計將增加對環保和永續燃料的需求,從而增強全球 PEM電解槽市場。此外,全球 PEM電解槽市場預計將受益於對綠色氫的不斷成長的需求,這有望推動市場擴張。燃料電池電動車也刺激了對 PEM電解槽的需求。

對氫和綠氫的需求不斷成長是人們對 PEM電解槽市場興趣日益濃厚的主要驅動力。因此,這些材料在運輸、精製、電力和能源儲存等各行業越來越受歡迎。採用率正在顯著成長的一個領域是氨生產,這為參與企業和市場參與企業都創造了機會。

此外,PEM電解槽對終端用戶產業的影響是中到高的,由於氨產量、電動車和其他應用的增加,預計未來影響將會增加。

本報告研究了全球 PEM電解槽市場,並提供了市場概述以及最終用戶、材料類型和地區的趨勢,以及參與市場的公司概況。

目錄

執行摘要

第1章市場:產業展望

  • 趨勢:當前和未來的影響評估
  • 相關利益者分析
  • 市場動態概覽
  • 監管狀態
  • 專利分析
  • Start-Ups概況
  • 供應鏈分析
  • 價值鏈分析
  • 投資狀況及研發趨勢
  • 未來展望與市場藍圖
  • 行業訴求
  • 銥供需缺口對 PEM電解槽市場的影響
  • 2024 年至 2034 年全球銥需求分析(按地區、價值和資料)
  • 銥對 PEM電解槽的影響:現在與未來
  • 全球銥供需缺口
  • PEM電解槽市場情景:歷史、現實與樂觀,2024-2034 年
  • 詳細分析 10 家領先的 PEM電解槽製造商為緩解銥供需缺口所採取的關鍵措施
  • PEM電解槽市場:平均價格分析

第2章 PEM電解槽市場(依應用)

  • 應用程式細分
  • 使用摘要
  • PEM電解槽市場(依最終用戶分類)

第3章 PEM電解槽市場(依產品)

  • 產品細分
  • 產品摘要
  • PEM電解槽市場(依材質)

第4章 PEM電解槽市場(按地區)

  • PEM電解槽市場(按區域)
  • 北美洲
  • 歐洲
  • 亞太地區
  • 其他地區

第5章 市場競爭基準化分析與公司概況

  • 未來展望
  • 地理評估
  • 公司簡介
    • Plug Power Inc.
    • Cummins Inc.
    • Siemens Energy AG
    • Ohmium International, Inc.
    • Hystar
    • Nel ASA
    • ITM Power PLC
    • Teledyne Energy Systems, Inc.
    • Elchemtech Co., Ltd.
    • Elogen
    • H-TEC SYSTEMS GmbH
    • H2GREEM SL
    • Oort Energy Ltd.
    • Verdagy
    • Angstrom Advanced Inc.
    • iGas energy GmbH
    • IMI Critical Engineering
    • Hitachi Zosen Corporation
    • Beijing SinoHy Energy Co., Ltd
    • Ningbo VET Energy Technology Co., Ltd.

第6章調查方法

簡介目錄
Product Code: MCN1357SB

Global PEM Electrolyzer Market: Industry Overview

The demand for PEM electrolyzers is anticipated to grow with the increasing demand from the end-use industries such as ammonia production, refining industry, power and energy storage, transportation, methanol production, and others. Furthermore, it is anticipated that during the projected period 2025-2034, the increasing adoption of PEM electrolyzers in generating green hydrogen and the investment from the government and private sector companies toward renewable energy is expected to further fuel the advancement of the global PEM electrolyzer market. However, the lack of hydrogen infrastructures, such as hydrogen storage and hydrogen transportation, is anticipated to hinder market growth in the upcoming future.

Market Lifecycle Stage

The global PEM electrolyzer market is in the growth phase. Rising sales of fuel cell vehicles and increasing focus on decarbonization and controlling greenhouse emissions are expected to boost market growth. Furthermore, due to high demand from the end-user industries and rising government regulations related to controlling GHG emissions are expected to increase the demand for eco-sustainable fuels, thereby bolstering the global PEM electrolyzer market. Moreover, the global PEM electrolyzer market is expected to benefit from the growing demand for green hydrogen, which would promote market expansion. The requirement for PEM electrolyzers is being stimulated by fuel cell electric vehicles as well.

Industrial Impact

  • Growing demand for hydrogen and green hydrogen is the main driving force behind the growing interest in the PEM electrolyzer market. As a result, these materials are getting prominence in a variety of industries, including transportation, refining industry, and power and energy storage, among others. One area where implementation has been significantly greater is ammonia production, which has created opportunities for both existing market participants and market entrants.
  • Furthermore, PEM electrolyzers have a moderate to high impact on end-user industries; however, in the upcoming future, with increased production of ammonia, electric vehicles, and other applications, the impact is anticipated to increase.

Market Segmentation:

Segmentation 1: by End User

  • Refining Industry
  • Power and Energy Storage
  • Ammonia Production
  • Methanol Production
  • Transportation
  • Others

Based on end users, ammonia production led the global PEM electrolyzer market in 2024.

Segmentation 2: by Material Type

  • Iridium
  • Platinum
  • Others

The global PEM electrolyzer market was led by platinum in terms of material type in 2024.

Segmentation 3: by Region

  • North America - U.S., Canada, and Mexico
  • Europe - Germany, France, Netherlands, Spain, U.K., and Rest-of-Europe
  • Asia-Pacific - China, Japan, India, South Korea, Australia, and Rest-of-Asia-Pacific
  • Rest-of-the-World- South America, and Middle East and Africa

In the global PEM electrolyzer market, Europe dominates the market due to the presence of several leading companies, such as Nel ASA, ITM Power PLC, and many more, along with a highly developed renewable energy market and growing sales of fuel cell vehicles.

Recent Developments in the Global PEM Electrolyzer Market

  • In March 2022, Elogen received an order of 1 MW proton exchange membrane (PEM) electrolyzer from Communaute d'Agglomeration Pau Bearn Pyrenees. Elogen would design and produce this PEM electrolyzer and would deliver it in the first half of 2023 to the Lescar wastewater treatment site.
  • In April 2022, Ohmium received an investment of around $45 million from one of its investors, Fenice Investment Group. The fund is expected to support the growth of the company and help it to increase the hydrogen manufacturing capacity from 500 MW to 2 GW annually by the end of 2022.
  • In July 2022, Plug Power Inc. signed a contract with an international energy company, Irving Oil, to supply a 5-megawatt (MW) containerized proton exchange membrane (PEM) electrolyzer system for the production and distribution of hydrogen at its Saint John, New Brunswick refinery in Canada.

Demand - Drivers and Limitations

The following are the demand drivers for the global PEM Electrolyzer market:

  • Rising Adoption of Fuel Cell Electric Vehicles (FCEVs)
  • Prevailing Research and Development Initiatives for Technological Advancements in PEM Electrolyzer
  • Increasing Demand for Green Hydrogen

The market is expected to face some limitations as well due to the following challenges:

  • High Energy Losses during Production Process
  • High Cost of Production due to the Use of Precious Metals in PEM Technology

How can this report add value to an organization?

Product/Innovation Strategy: The product segment helps the reader understand the different material types involved in the production of PEM electrolyzers. Moreover, the study provides the reader with a detailed understanding of the global PEM electrolyzer market based on the end user (refining industry, ammonia production, methanol production, power and energy storage, transportation, and others). PEM electrolyzers are gaining traction in end-user industries on the back of sustainability concerns and their high-power density properties. They are also being used for controlling GHG emissions.

Growth/Marketing Strategy: The global PEM electrolyzer market has seen major development by key players operating in the market, such as business expansions, partnerships, collaborations, mergers and acquisitions, and joint ventures. The favored strategy for the companies has been product developments, business expansions, and acquisitions to strengthen their position in the global PEM electrolyzer market. For instance, in May 2022, Ohmium signed a collaboration agreement with Politecnico di Torino University in Turin, Italy. Ohmium is focused on developing next-generation catalyst materials used in PEM electrolysis, and the collaboration is expected to help the company determine the requirements for future projects.

Competitive Strategy: Key players in the global PEM electrolyzer market analyzed and profiled in the study involve PEM electrolyzer manufacturers and the overall ecosystem. Moreover, a detailed competitive benchmarking of the players operating in the global PEM electrolyzer market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, acquisitions, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on inputs gathered from primary experts, analyzing company coverage, product portfolio, and market penetration.

Some of the established names in this market are:

Company Type (by End User)

  • Plug Power Inc
  • Nel ASA
  • Cummins. Inc.
  • ITM Power PLC
  • Hitachi Zosen Corporation
  • Elogen
  • Siemens Energy
  • Ningbo Vet Energy Technology Co., Ltd.

Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

  • 1.1 Trends: Current and Future Impact Assessment
  • 1.2 Stakeholder Analysis
    • 1.2.1 Use Case
    • 1.2.2 End User and Buying Criteria
  • 1.3 Market Dynamics Overview
    • 1.3.1 Market Drivers
    • 1.3.2 Market Restraints
    • 1.3.3 Market Opportunities
  • 1.4 Regulatory Landscape
  • 1.5 Patent Analysis
  • 1.6 Start-Up Landscape
  • 1.7 Supply Chain Analysis
  • 1.8 Value Chain Analysis
  • 1.9 Investment Landscape and R&D Trends
  • 1.10 Future Outlook and Market Roadmap
  • 1.11 Industry Attractiveness
  • 1.12 Impact of Iridium Demand-Supply Gap on the PEM Electrolyzer Market
  • 1.13 Global Iridium Demand Analysis (by Region), Value and Volume Data, 2024 to 2034
  • 1.14 Iridium Impact on PEM Electrolyzer: Current and Future
  • 1.15 Global Iridium Supply and Demand Gap
  • 1.16 PEM Electrolyzer Market Scenario: Historical vs Realistic vs Optimistic, MW, 2024-2034
  • 1.17 Detailed Analysis of Key Steps Taken by Key 10 PEM Electrolyzer Manufacturers to Mitigate Iridium Demand-Supply Gap
  • 1.18 PEM Electrolyzer Market: Average Pricing Analysis

2. PEM Electrolyzer Market (by Application)

  • 2.1 Application Segmentation
  • 2.2 Application Summary
  • 2.3 PEM Electrolyzer Market (by End-User)
    • 2.3.1 Refining Industry
    • 2.3.2 Power and Energy Storage
    • 2.3.3 Ammonia Production
    • 2.3.4 Methanol Production
    • 2.3.5 Transportation
    • 2.3.6 Others

3. PEM Electrolyzer Market (by Product)

  • 3.1 Product Segmentation
  • 3.2 Product Summary
  • 3.3 PEM Electrolyzer Market (by Material Type)
    • 3.3.1 Platinum
    • 3.3.2 Iridium
    • 3.3.3 Others

4. PEM Electrolyzer Market (by Region)

  • 4.1 PEM Electrolyzer Market (by Region)
  • 4.2 North America
    • 4.2.1 Regional Overview
    • 4.2.2 Driving Factors for Market Growth
    • 4.2.3 Factors Challenging the Market
    • 4.2.4 Key Companies
    • 4.2.5 Application
    • 4.2.6 Product
    • 4.2.7 U.S.
      • 4.2.7.1 Market by Application
      • 4.2.7.2 Market by Product
    • 4.2.8 Canada
      • 4.2.8.1 Market by Application
      • 4.2.8.2 Market by Product
    • 4.2.9 Mexico
      • 4.2.9.1 Market by Application
      • 4.2.9.2 Market by Product
  • 4.3 Europe
    • 4.3.1 Regional Overview
    • 4.3.2 Driving Factors for Market Growth
    • 4.3.3 Factors Challenging the Market
    • 4.3.4 Key Companies
    • 4.3.5 Application
    • 4.3.6 Product
    • 4.3.7 Germany
      • 4.3.7.1 Market by Application
      • 4.3.7.2 Market by Product
    • 4.3.8 France
      • 4.3.8.1 Market by Application
      • 4.3.8.2 Market by Product
    • 4.3.9 The Netherlands
      • 4.3.9.1 Market by Application
      • 4.3.9.2 Market by Product
    • 4.3.10 Spain
      • 4.3.10.1 Market by Application
      • 4.3.10.2 Market by Product
    • 4.3.11 U.K.
      • 4.3.11.1 Market by Application
      • 4.3.11.2 Market by Product
    • 4.3.12 Rest-of-Europe
      • 4.3.12.1 Market by Application
      • 4.3.12.2 Market by Product
  • 4.4 Asia-Pacific
    • 4.4.1 Regional Overview
    • 4.4.2 Driving Factors for Market Growth
    • 4.4.3 Factors Challenging the Market
    • 4.4.4 Key Companies
    • 4.4.5 Application
    • 4.4.6 Product
    • 4.4.7 China
      • 4.4.7.1 Market by Application
      • 4.4.7.2 Market by Product
    • 4.4.8 Japan
      • 4.4.8.1 Market by Application
      • 4.4.8.2 Market by Product
    • 4.4.9 India
      • 4.4.9.1 Market by Application
      • 4.4.9.2 Market by Product
    • 4.4.10 South Korea
      • 4.4.10.1 Market by Application
      • 4.4.10.2 Market by Product
    • 4.4.11 Australia
      • 4.4.11.1 Market by Application
      • 4.4.11.2 Market by Product
    • 4.4.12 Rest-of-Asia-Pacific
      • 4.4.12.1 Market by Application
      • 4.4.12.2 Market by Product
  • 4.5 Rest-of-the-World
    • 4.5.1 Regional Overview
    • 4.5.2 Driving Factors for Market Growth
    • 4.5.3 Factors Challenging the Market
    • 4.5.4 Key Companies
    • 4.5.5 Application
    • 4.5.6 Product
    • 4.5.7 South America
      • 4.5.7.1 Market by Application
      • 4.5.7.2 Market by Product
    • 4.5.8 Middle East and Africa
      • 4.5.8.1 Market by Application
      • 4.5.8.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

  • 5.1 Next Frontiers
  • 5.2 Geographic Assessment
  • 5.3 Company Profiles
    • 5.3.1 Plug Power Inc.
      • 5.3.1.1 Overview
      • 5.3.1.2 Top Products/Product Portfolio
      • 5.3.1.3 Top Competitors
      • 5.3.1.4 Target Customers
      • 5.3.1.5 Key Personnel
      • 5.3.1.6 Analyst View
      • 5.3.1.7 Market Share
    • 5.3.2 Cummins Inc.
      • 5.3.2.1 Overview
      • 5.3.2.2 Top Products/Product Portfolio
      • 5.3.2.3 Top Competitors
      • 5.3.2.4 Target Customers
      • 5.3.2.5 Key Personnel
      • 5.3.2.6 Analyst View
      • 5.3.2.7 Market Share
    • 5.3.3 Siemens Energy AG
      • 5.3.3.1 Overview
      • 5.3.3.2 Top Products/Product Portfolio
      • 5.3.3.3 Top Competitors
      • 5.3.3.4 Target Customers
      • 5.3.3.5 Key Personnel
      • 5.3.3.6 Analyst View
      • 5.3.3.7 Market Share
    • 5.3.4 Ohmium International, Inc.
      • 5.3.4.1 Overview
      • 5.3.4.2 Top Products/Product Portfolio
      • 5.3.4.3 Top Competitors
      • 5.3.4.4 Target Customers
      • 5.3.4.5 Key Personnel
      • 5.3.4.6 Analyst View
      • 5.3.4.7 Market Share
    • 5.3.5 Hystar
      • 5.3.5.1 Overview
      • 5.3.5.2 Top Products/Product Portfolio
      • 5.3.5.3 Top Competitors
      • 5.3.5.4 Target Customers
      • 5.3.5.5 Key Personnel
      • 5.3.5.6 Analyst View
      • 5.3.5.7 Market Share
    • 5.3.6 Nel ASA
      • 5.3.6.1 Overview
      • 5.3.6.2 Top Products/Product Portfolio
      • 5.3.6.3 Top Competitors
      • 5.3.6.4 Target Customers
      • 5.3.6.5 Key Personnel
      • 5.3.6.6 Analyst View
      • 5.3.6.7 Market Share
    • 5.3.7 ITM Power PLC
      • 5.3.7.1 Overview
      • 5.3.7.2 Top Products/Product Portfolio
      • 5.3.7.3 Top Competitors
      • 5.3.7.4 Target Customers
      • 5.3.7.5 Key Personnel
      • 5.3.7.6 Analyst View
      • 5.3.7.7 Market Share
    • 5.3.8 Teledyne Energy Systems, Inc.
      • 5.3.8.1 Overview
      • 5.3.8.2 Top Products/Product Portfolio
      • 5.3.8.3 Top Competitors
      • 5.3.8.4 Target Customers
      • 5.3.8.5 Key Personnel
      • 5.3.8.6 Analyst View
      • 5.3.8.7 Market Share
    • 5.3.9 Elchemtech Co., Ltd.
      • 5.3.9.1 Overview
      • 5.3.9.2 Top Products/Product Portfolio
      • 5.3.9.3 Top Competitors
      • 5.3.9.4 Target Customers
      • 5.3.9.5 Key Personnel
      • 5.3.9.6 Analyst View
      • 5.3.9.7 Market Share
    • 5.3.10 Elogen
      • 5.3.10.1 Overview
      • 5.3.10.2 Top Products/Product Portfolio
      • 5.3.10.3 Top Competitors
      • 5.3.10.4 Target Customers
      • 5.3.10.5 Key Personnel
      • 5.3.10.6 Analyst View
      • 5.3.10.7 Market Share
    • 5.3.11 H-TEC SYSTEMS GmbH
      • 5.3.11.1 Overview
      • 5.3.11.2 Top Products/Product Portfolio
      • 5.3.11.3 Top Competitors
      • 5.3.11.4 Target Customers
      • 5.3.11.5 Key Personnel
      • 5.3.11.6 Analyst View
      • 5.3.11.7 Market Share
    • 5.3.12 H2GREEM S.L.
      • 5.3.12.1 Overview
      • 5.3.12.2 Top Products/Product Portfolio
      • 5.3.12.3 Top Competitors
      • 5.3.12.4 Target Customers
      • 5.3.12.5 Key Personnel
      • 5.3.12.6 Analyst View
      • 5.3.12.7 Market Share
    • 5.3.13 Oort Energy Ltd.
      • 5.3.13.1 Overview
      • 5.3.13.2 Top Products/Product Portfolio
      • 5.3.13.3 Top Competitors
      • 5.3.13.4 Target Customers
      • 5.3.13.5 Key Personnel
      • 5.3.13.6 Analyst View
      • 5.3.13.7 Market Share
    • 5.3.14 Verdagy
      • 5.3.14.1 Overview
      • 5.3.14.2 Top Products/Product Portfolio
      • 5.3.14.3 Top Competitors
      • 5.3.14.4 Target Customers
      • 5.3.14.5 Key Personnel
      • 5.3.14.6 Analyst View
      • 5.3.14.7 Market Share
    • 5.3.15 Angstrom Advanced Inc.
      • 5.3.15.1 Overview
      • 5.3.15.2 Top Products/Product Portfolio
      • 5.3.15.3 Top Competitors
      • 5.3.15.4 Target Customers
      • 5.3.15.5 Key Personnel
      • 5.3.15.6 Analyst View
      • 5.3.15.7 Market Share
    • 5.3.16 iGas energy GmbH
      • 5.3.16.1 Overview
      • 5.3.16.2 Top Products/Product Portfolio
      • 5.3.16.3 Top Competitors
      • 5.3.16.4 Target Customers
      • 5.3.16.5 Key Personnel
      • 5.3.16.6 Analyst View
      • 5.3.16.7 Market Share
    • 5.3.17 IMI Critical Engineering
      • 5.3.17.1 Overview
      • 5.3.17.2 Top Products/Product Portfolio
      • 5.3.17.3 Top Competitors
      • 5.3.17.4 Target Customers
      • 5.3.17.5 Key Personnel
      • 5.3.17.6 Analyst View
      • 5.3.17.7 Market Share
    • 5.3.18 Hitachi Zosen Corporation
      • 5.3.18.1 Overview
      • 5.3.18.2 Top Products/Product Portfolio
      • 5.3.18.3 Top Competitors
      • 5.3.18.4 Target Customers
      • 5.3.18.5 Key Personnel
      • 5.3.18.6 Analyst View
      • 5.3.18.7 Market Share
    • 5.3.19 Beijing SinoHy Energy Co., Ltd
      • 5.3.19.1 Overview
      • 5.3.19.2 Top Products/Product Portfolio
      • 5.3.19.3 Top Competitors
      • 5.3.19.4 Target Customers
      • 5.3.19.5 Key Personnel
      • 5.3.19.6 Analyst View
      • 5.3.19.7 Market Share
    • 5.3.20 Ningbo VET Energy Technology Co., Ltd.
      • 5.3.20.1 Overview
      • 5.3.20.2 Top Products/Product Portfolio
      • 5.3.20.3 Top Competitors
      • 5.3.20.4 Target Customers
      • 5.3.20.5 Key Personnel
      • 5.3.20.6 Analyst View
      • 5.3.20.7 Market Share

6. Research Methodology