市場調查報告書
商品編碼
1609923
日本製氫市場規模、佔有率、趨勢和預測(按技術、系統類型、應用和地區分類),2025-2033 年Japan Hydrogen Generation Market Size, Share, Trends, and Forecast by Technology, Systems Type, Application, and Region, 2025-2033 |
2024 年日本氫氣生產IMARC Group規模為 106 億美元。由於政府舉措以及不斷成長的工業和能源需求,該市場正在快速成長。此外,增加綠色氫基礎設施的發展、擴大氫在各行業的應用以及加強氫供應鏈的全球合作夥伴關係也有利於市場擴張。
支持氫作為清潔能源的強力的政府計劃和法規是推動日本製氫市場的主要因素。氫是日本政府能源轉型策略的關鍵組成部分,該策略旨在到 2050 年實現碳中和。此外,日本的基本氫戰略和氫社會路線圖也制定了增加氫在工業、發電和交通等各行業使用的詳細計劃。例如,日本計劃在2024年與日本氫能協會和Advantage Partners設立1,500億日圓基金,以支持東南亞的氫能項目,並專注於發電、液化技術和交通設施。這些努力正在為氫氣生產技術的創新和投資創造有利的環境。
日本的工業和能源部門正在轉向氫作為減少碳排放的永續解決方案。鋼鐵、化學製造和電子等行業正在採用氫基製程來滿足嚴格的環境法規。此外,氫在發電和作為再生能源儲存介質的能源領域越來越受到關注。例如,2024 年,東芝收到訂單,為其湘南工廠供應 500 kW H2Rex(TM) 氫燃料電池系統,以滿足日本不斷成長的工業和能源對更清潔、更高效的電力解決方案的需求。這種不斷成長的需求正在推動氫氣市場的發展,使日本成為全球氫經濟的領導者。
綠色氫能基礎設施加速發展
日本到 2050 年實現碳中和的國家戰略的主要組成部分之一是綠氫基礎設施。因此,利用日本的再生能源,包括風能和太陽能,透過電解生產氫氣將逐步擴大規模。政府資助、私人投資和電解槽技術成本的降低確保了這一轉變。目前,許多大型綠色氫計畫正在進行中,其目標是降低生產成本,使永續的氫經濟可行。例如,ENEOS、出光興產和北海道電力計畫在 2024 年為地區工廠和北海道煉油廠規劃一條年產 10,000 噸的綠色氫氣供應鏈,使用由離岸風電提供動力的 100 兆瓦電解。對綠氫的關注凸顯了日本對環境永續性的承諾及其引領清潔能源創新的雄心。
擴大氫在各行業的應用
如今,氫的應用正在擴展到運輸、發電和工業流程等所有領域。在增加加氫基礎設施投資的支持下,日本正在將氫整合到燃料電池汽車(FCV)、氫動力火車和船舶中。例如,2024 年,日本經濟產業省啟動了一項 4 兆日圓(即 260 億美元)的公私合作計劃,開發下一代氫動力客機,旨在徹底改變永續航空技術。氫氣也用於電力部門的電網規模儲能以及作為火力發電廠的清潔燃料。在鋼鐵和化學工業,基於氫的技術正在獲得認可,同時需要遵守更嚴格的排放法規。這種多部門採用氫氣在日本越來越受歡迎,創造了對氫氣發電的需求。
加強氫供應鏈的全球合作夥伴關係
日本正在致力於建立良好的氫供應鏈的國際夥伴關係。與再生能源充足國家的合約關係允許進口低成本氫氣。合資企業的目的是擴大生產、研究改進的儲存和運輸技術以及保證供應。例如,2024 年 10 月,空中巴士 UpNext 和東芝能源系統公司同意共同開發用於氫動力飛機的 2 兆瓦超導電機,利用 -253°C 液態氫作為燃料和冷卻。這些夥伴關係對於日本在確保能源安全的同時滿足氫的消費需求至關重要。日本正在透過提供更快向氫能支持的經濟轉型的機會來加強其在全球氫能市場中的作用。
The Japan hydrogen generation market size was valued at USD 10.6 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 14.0 Billion by 2033, exhibiting a CAGR of 4.1% from 2025-2033. The market is witnessing rapid growth due to government initiatives and growing industrial and energy demand. Additionally, increasing green hydrogen infrastructure developments, expanding hydrogen applications across various industries, and strengthening global partnerships for hydrogen supply chains are favoring market expansion.
Strong government programs and regulations supporting hydrogen as a clean energy source are the main factors propelling the hydrogen generation market in Japan. Hydrogen is a key component of the Japanese government's energy transition strategy, which aims to attain carbon neutrality by 2050. Infrastructure for hydrogen production, such as fuel cell technologies and green hydrogen projects, is receiving subsidies, tax breaks, and significant expenditures. Furthermore, a detailed plan for increasing the use of hydrogen in a variety of industries, including industry, power generation, and transportation, is laid out in Japan's Basic Hydrogen Strategy and the Hydrogen Society Roadmap. For instance, in 2024, Japan planned a ¥150 billion fund with the Japan Hydrogen Association and Advantage Partners to support hydrogen projects in Southeast Asia, focusing on power generation, liquefaction technology, and transport facilities. These efforts are creating a conducive environment for innovation and investment in hydrogen generation technologies.
Japan's industrial and energy sectors are turning to hydrogen as a sustainable solution to reduce carbon emissions. Industries such as steel, chemical manufacturing, and electronics are adopting hydrogen-based processes to meet stringent environmental regulations. Furthermore, hydrogen is gaining traction in the energy sector for power generation and as a storage medium for renewable energy. For instance, in 2024, Toshiba received an order to supply Tanaka Kikinzoku Kogyo with a 500 kW H2Rex(TM) hydrogen fuel cell system for its Shonan Plant, addressing Japan's growing industrial and energy demand for cleaner, more efficient power solutions. This growing demand is propelling the hydrogen generation market, establishing Japan as a leader in the global hydrogen economy.
Accelerated Development of Green Hydrogen Infrastructure
One of the main components of Japan's national strategy for achieving carbon neutrality by 2050 is green hydrogen infrastructure. Thus, the use of Japan's renewable energies, including wind and solar sources, to produce hydrogen through electrolysis will be gradually scaled up. Government funding, private investments, and reductions in electrolyzer technology costs ensure this shift. Presently, many large-scale green hydrogen projects are underway with the goal of reducing the production cost to make a sustainable hydrogen economy viable. For instance, in 2024, ENEOS, Idemitsu Kosan, and Hokkaido Electric planned a 10,000 mt/year green hydrogen supply chain using 100 MW electrolysis powered by offshore wind for regional plants and a Hokkaido refinery. This focus on green hydrogen underscores Japan's commitment to environmental sustainability and its ambition to lead in clean energy innovation.
Expansion of Hydrogen Applications Across Industries
Applications of hydrogen are expanding today across all sectors such as transportation, power generation, and industrial processes. Japan is integrating hydrogen into fuel cell vehicles (FCVs), hydrogen-powered trains, and marine vessels, supported by increasing investments in refueling infrastructure. For instance, in 2024, the Japanese Ministry of Economy, Trade and Industry launched a ¥4 trillion (or $26 billion) public-private initiative to develop next-generation hydrogen-powered passenger jets intended to revolutionize sustainable aviation technology. Hydrogen is also used for grid-scale energy storage in the power sector and as a clean fuel for thermal power plants. In the steel and chemicals industries, hydrogen-based technologies are gaining acceptance, along with the need to comply with stricter emission regulations. Such multi-sectoral adoption of hydrogen is gaining traction in Japan, hence creating demand for hydrogen generation.
Strengthened Global Partnerships for Hydrogen Supply Chains
Japan is engaged in international partnerships towards developing a good hydrogen supply chain. Contractual ties with renewable energy-sufficient countries have allowed for the import of low-cost hydrogen. Joint ventures are aimed at scaling production, researching of improved storage and transportation technologies, and an assured supply. For instance, in October 2024, Airbus UpNext and Toshiba Energy Systems agreed to co-develop a two-megawatt superconducting motor for hydrogen-powered aircraft, leveraging -253°C liquid hydrogen for fuel and cooling. These partnerships are critical for Japan to supply the consumption demand for hydrogen while ensuring energy security. Japan is reinforcing its role in the global hydrogen market by providing opportunities for faster transitions to an economy backed by hydrogen.
Coal Gasification
Steam Methane Reforming
Others
Coal gasification is a technology that converts coal into syngas, a mixture of hydrogen, carbon monoxide, and methane through a high-temperature reaction with controlled oxygen and steam. It is a transitional technique used in Japan's hydrogen generation sector to manufacture hydrogen on a large scale as renewable energy infrastructure keeps growing. This technology guarantees a steady supply of hydrogen for industrial uses and helps the nation achieve its energy diversification objectives. In line with Japan's carbon neutrality goals, ongoing developments seek to increase efficiency and lower carbon emissions.
Steam methane reforming (SMR) is a widely used technology that extracts hydrogen from methane-rich natural gas through a high-temperature reaction with steam. SMR is a key component of the hydrogen generation business in Japan since it is an affordable way to manufacture hydrogen in large quantities for use in electricity, transportation, and industry. Japan is investing in carbon capture and storage (CCS) technology to reduce related emissions, even though SMR presently dominates hydrogen generation. With this strategy, SMR can act as a stopgap measure while the nation develops its green hydrogen infrastructure.
Merchant
Captive
In the systems type segment, merchant hydrogen refers to the production of hydrogen at centralized facilities for distribution and sale to various end-users, including industrial, transportation, and energy sectors. By guaranteeing a steady and expandable supply, Japan's merchant hydrogen infrastructure helps to meet the country's rising demand for hydrogen. This technique simplifies transportation by pipelines, tankers, or cylinders and permits cost efficiency through large-scale production. As green hydrogen infrastructure and localized production capabilities are being established, merchant hydrogen is essential to Japan's hydrogen economy because it fills supply shortages.
In the systems type segment, captive hydrogen refers to hydrogen produced onsite by industrial facilities for their consumption rather than for external sale. The captive hydrogen system is crucial to Japan's steel, chemical, and refining sectors because it allows them to effectively meet their feedstock and operating energy needs. This strategy guarantees a dependable hydrogen source for vital operations while lowering reliance on outside supply chains. In line with Japan's larger hydrogen economy and environmental objectives, captive hydrogen generation aids in the country's industrial decarbonization initiatives.
Methanol Production
Ammonia Production
Petroleum Refinery
Transportation
Power Generation
Others
Methanol production in the application segment involves using hydrogen as a key feedstock to synthesize methanol through a catalytic reaction with carbon monoxide or carbon dioxide. This use is essential to the production of methanol, a versatile chemical used in fuels, adhesives, and plastics, in Japan's hydrogen generation sector. Methanol is also used as a clean-burning fuel substitute and for energy storage. Japan uses hydrogen to meet industrial demand by promoting the manufacture of methanol, which also helps with its efforts to diversify its energy sources and create a low-carbon economy.
Ammonia production in the application segment utilizes hydrogen as a core input, combining it with nitrogen through the Haber-Bosch process. This application is essential to produce ammonia, a vital component of industrial chemicals and fertilizers, as well as an emerging renewable energy carrier in Japan's hydrogen generation sector. The potential of ammonia as a low-carbon fuel and a medium for storing hydrogen supports Japan's efforts to switch to a sustainable energy system. Japan uses hydrogen to meet industrial demands and its carbon neutrality objectives by increasing ammonia production.
In the application segment, petroleum refineries use hydrogen primarily for hydrocracking and desulfurization processes, which improve fuel quality and reduce sulfur emissions. This use is crucial to satisfying the need for greener fuels and guaranteeing adherence to strict environmental rules in Japan's hydrogen-generating business. Low-sulfur gasoline, diesel, and jet fuel may be produced using hydrogen, which supports Japan's sustainability and carbon reduction objectives. The use of hydrogen in refining processes emphasizes how crucial it is to updating Japan's industrial and energy infrastructure.
Transportation utilizes hydrogen as a clean energy source for fuel cell vehicles (FCVs), hydrogen-powered trains, and other mobility solutions. Hydrogen is essential to Japan's efforts to decarbonize its transportation industry and meet its carbon neutrality targets. Improvements in fuel cell technology and growing refueling infrastructure facilitate the use of hydrogen-powered automobiles. Japan's market for hydrogen generation is expanding as a result of the integration of hydrogen into transportation, which lessens dependency on fossil fuels, improves energy security, and encourages sustainable mobility.
In the application segment, power generation leverages hydrogen as a clean energy source for producing electricity through fuel cells or hydrogen combustion in turbines. Hydrogen power generation in Japan helps the country move toward a low-carbon energy mix, tackling the dual problems of lowering greenhouse gas emissions and guaranteeing energy security. In order to balance out sporadic renewable energy sources like solar and wind, hydrogen is a dependable choice for grid-scale energy storage. The market for hydrogen generation is expanding as a result of this integration, which also strengthens Japan's energy resilience and supports its aggressive carbon neutrality goals.
The competitive landscape of Japan's hydrogen generation market is dominated by major companies that are investing heavily in green hydrogen projects, advanced fuel cell technologies, and infrastructure development. For instance, in September 2024, Japan's Ministry of Defense contracted Mitsubishi Heavy Industries and Japan Marine United to build two Aegis System Equipped Vessels for $980 million and $930 million, respectively. In addition, collaborations with international stakeholders and innovative solutions for hydrogen production, storage, and transportation are driving market competitiveness. Government support further enhances the growth potential for domestic and global players.
The report provides a comprehensive analysis of the competitive landscape in the Japan hydrogen generation market with detailed profiles of all major companies.
In November 2024, MHI Thermal Systems, part of Mitsubishi Heavy Industries Group, secured an order from Aisan Industry for a large-scale Aquifer Thermal Energy Storage system at its new Anjo Plant, marking the first practical ATES application in Japan's Chubu region.