市場調查報告書
商品編碼
1466317
綠氫市場:按技術、再生能源來源、分銷管道、應用分類 - 2024-2030 年全球預測Green Hydrogen Market by Technology (Alkaline Electrolyzer, Polymer Electrolyte Membrane (PEM) Electrolyzer), Renewable Source (Solar Energy, Wind Energy), Distribution Channel, Application - Global Forecast 2024-2030 |
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預計2023年綠氫市場規模為27.6億美元,預計2024年將達37.6億美元,2030年將達到288.9億美元,複合年成長率為39.84%。
綠氫是使用可再生或低碳能源生產的,其排放明顯低於未經碳捕獲的石化燃料產生的氫。綠氫可作為一種多功能能源載體用於交通運輸,適用於交通、工業和發電等各領域的各種應用。它可以直接用於燃料電池為汽車發電,或與捕獲的二氧化碳結合以生產合成燃料。在鋼鐵和化學工業等需要高溫熱量的行業中,綠氫可以作為這些過程中傳統使用的石化燃料的低排放氣體替代品。由於對可再生能源的需求不斷成長,綠色氫的需求不斷增加。氨和化肥行業的製造商擴大採用綠色氫。綠氫的成長是由日益成長的環境問題和有關碳排放的法規所推動的。儘管處理和運輸綠氫會帶來安全問題,但政府投資和補貼正在鼓勵使用無污染燃料。同時,世界各地正在進行廣泛的研究和開發,以利用綠氫作為永續能源載體的潛力。隨著技術創新的進步和生產成本的下降,綠氫有望在向低碳未來的過渡中發揮關鍵作用。
主要市場統計 | |
---|---|
基準年[2023] | 27.6億美元 |
預測年份 [2024] | 37.6億美元 |
預測年份 [2030] | 288.9億美元 |
複合年成長率(%) | 39.84% |
鹼性電解槽和固體高分子電解質膜(PEM)電解槽在技術大型計劃中的優勢
鹼性電解槽是最成熟、普及的綠色氫氣生產技術。使用鹼性水溶液作為電解質,水被分解為其組成元素:氧和氫。這些系統透過含有氫氧化鉀或氫氧化鈉的水運行電流,在陰極產生氫氣,在陽極產生氧氣。鹼性電解槽已在商業性使用了數十年,並具有多種優勢,包括資本成本低、系統效率高、堅固耐用和使用壽命長。然而,它們需要大量設備才能實現最佳性能,並且對電流密度的變化很敏感。聚合物電解質膜(PEM)電解槽代表了綠氫技術的最新進展。這些系統利用固體聚合物薄膜取代鹼性溶液作為電解質。 PEM電解槽由於電流密度較高而更加緊湊,並且對不斷變化的負載條件具有更快的響應時間。 PEM技術具有高質子傳導率、低透氣滲透性和低質子交換膜厚度,可與太陽能、風能等間歇性再生能源來源靈活整合。此外,PEM電解槽無需額外的精製步驟即可產生更高純度的氫氣,這使得它們主要用於需要嚴格品質標準的應用,例如燃料電池汽車和工業流程。
再生能源來源:擴大太陽能和風力發電的使用提供了發電的彈性。
風力發電和太陽能產生用於電解和綠氫的電力風力發電是電解槽生產綠氫的重要再生能源來源。其間歇性可以透過能源儲存和電網平衡技術來管理,以確保氫氣生產的穩定電力供應。此外,太陽能也是一種重要的再生能源來源,電力源為綠色氫生產電解槽。晴天時太陽能產生的剩餘電力可用於生產氫氣,以便日後在能源儲存解決方案的幫助下使用。太陽能的容量係數會根據位置、一天中的時間和天氣條件而變化。
配電管道:透過大型工廠內管道的普及,提高輸電的便利性
管道是運輸天然氣等氣態物質的既定傳統方式。使用管道運輸綠色氫氣需要新的基礎設施或對現有天然氣管道進行改造。這種方法的優點是遠距單位運輸成本低,並且可以連續供應且供應中斷最少。但在資金投入方面,新管道或維修現有管道都需要大量的前期投資。貨運利用輪船、卡車、火車等運輸工具來運輸綠氫。例如,液態有機氫載體(LOHC)技術已成為傳統壓縮和液化氫儲存方法的替代方案,因為與高壓儲存槽相比,它需要更少的能源並降低運輸成本。然而,貨運通常需要定期加油和維護,營運成本較高。
應用:更多採用綠氫能源用於發電和運輸
綠氫有效融合光伏、風力發電等可再生能源發電技術,用於發電領域的電網平衡和儲電。透過以氫氣混合燃料取代燃氣渦輪機和複合迴圈發電廠中的天然氣,我們將使電力生產脫碳。綠氫正在成為多種交通方式的一種有前途的替代燃料,包括汽車、巴士、卡車、火車、船舶,甚至飛機。在交通運輸應用中,氫用於燃料電池電動車(FCEV)和氫內燃機汽車(HICEV)。 FCEV 使用氫氣並排放水蒸氣,使其成為零排放車輛,有助於對抗空氣污染和減少交通部門的碳排放。透過利用綠氫的潛力,我們可以提供低碳解決方案,將發電和運輸產業轉變為更永續的未來,並為緩解氣候變遷做出貢獻。
區域洞察
歐洲和美洲的綠氫生產正在取得進展。近年來,這兩個地區都增加了對綠氫生產的投資和清潔能源政策的進步。綠氫研究和開發的進步使綠氫更具成本效益並且廣泛應用。歐盟在採用綠氫方面尤其積極。歐盟委員會已將綠色氫作為其綠色交易政策的關鍵要素,為再生能源來源的使用制定了雄心勃勃的目標,並支持願意投資綠氫技術的公司。此外,一些歐洲國家已經制定了生產和利用這種能源來源的具體策略,並投入大量資源來促進其成長。在美洲,加拿大、墨西哥、智利和巴西等國家正在重點探索綠氫的潛力。加拿大正在大力投資基礎設施,利用太陽能和風能等可再生能源發電,然後利用電解技術生產綠氫。印度和中國在氨和化肥生產中採用綠氫的情況顯著增加。對永續成長的承諾正在推動整個開發中國家的轉變,以根據全球氣候目標減少溫室氣體排放。此外,我們還看到主要行業相關人員之間進行了一些值得注意的合作,以利用綠氫技術提供的市場潛力。其他重要的合作關係重點體現在研發工作和商業規模部署策略。
FPNV定位矩陣
FPNV定位矩陣對於評估綠色氫市場至關重要。我們檢視與業務策略和產品滿意度相關的關鍵指標,以對供應商進行全面評估。這種深入的分析使用戶能夠根據自己的要求做出明智的決策。根據評估,供應商被分為四個成功程度不同的像限:前沿(F)、探路者(P)、利基(N)和重要(V)。
市場佔有率分析
市場佔有率分析是一種綜合工具,可以對綠氫市場供應商的現狀進行深入而深入的研究。全面比較和分析供應商在整體收益、基本客群和其他關鍵指標方面的貢獻,以便更好地了解公司的績效及其在爭奪市場佔有率時面臨的挑戰。此外,該分析還提供了對該行業競爭特徵的寶貴見解,包括在研究基準年觀察到的累積、分散主導地位和合併特徵等因素。詳細程度的提高使供應商能夠做出更明智的決策並制定有效的策略,從而在市場上獲得競爭優勢。
1. 市場滲透率:提供有關主要企業所服務的市場的全面資訊。
2. 市場開拓:我們深入研究利潤豐厚的新興市場,並分析其在成熟細分市場的滲透率。
3. 市場多元化:提供有關新產品發布、開拓地區、最新發展和投資的詳細資訊。
4. 競爭評估和情報:對主要企業的市場佔有率、策略、產品、認證、監管狀況、專利狀況和製造能力進行全面評估。
5. 產品開發與創新:提供對未來技術、研發活動和突破性產品開發的見解。
1. 綠氫市場規模及預測如何?
2.在綠氫市場的預測期內,有哪些產品、細分市場、應用和領域需要考慮投資?
3.綠氫市場的技術趨勢和法規結構是什麼?
4.綠氫市場主要廠商的市場佔有率是多少?
5. 進入綠氫市場的適當型態和策略手段是什麼?
[193 Pages Report] The Green Hydrogen Market size was estimated at USD 2.76 billion in 2023 and expected to reach USD 3.76 billion in 2024, at a CAGR 39.84% to reach USD 28.89 billion by 2030.
Green hydrogen is made using renewable energy or low-carbon power sources; it exhibits significantly lower emissions than hydrogen derived from fossil fuels without carbon capture. Green hydrogen can be reserved and transported as a versatile energy vector for various applications across different sectors, including transportation, industry, and power generation. It is used directly in fuel cells to generate electricity for vehicles or combined with captured CO2 to produce synthetic fuels. In enterprises such as steel and chemical manufacturing, where high-temperature heat is required, green hydrogen can serve as a low-emission substitute for fossil fuels traditionally used in these processes. Green hydrogen is experiencing increased demand due to the growing need for renewable energy resources. Manufacturers in the ammonia and fertilizer industry are increasingly adopting green hydrogen. The growth of green hydrogen is driven by mounting environmental concerns and regulations on carbon emissions. While safety concerns are associated with handling and transporting green hydrogen, government investments and subsidies are promoting the use of clean fuel. Along with these, extensive research and development efforts are underway worldwide to harness the potential of green hydrogen as a sustainable energy carrier. As innovation continues to drive technological advancements and reductions in production costs, green hydrogen is expected to play a pivotal role in the transition toward a low-carbon future.
KEY MARKET STATISTICS | |
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Base Year [2023] | USD 2.76 billion |
Estimated Year [2024] | USD 3.76 billion |
Forecast Year [2030] | USD 28.89 billion |
CAGR (%) | 39.84% |
Technology: Pertaining advantage of alkaline and polymer electrolyte membrane (PEM) electrolyzers in large-scale projects
Alkaline electrolyzers are the most established and widespread technology for green hydrogen production. They split water into its constituent elements, oxygen, and hydrogen, using an alkaline solution as the electrolyte. In these systems, a current is passed through water containing dissolved potassium hydroxide or sodium hydroxide, leading to hydrogen gas formation at the cathode and oxygen gas at the anode. Alkaline electrolyzers have been commercially used for decades and offer several advantages, including low capital costs, high system efficiency, robustness, and extended operating lifetimes. However, they require large-scale installations for optimal performance and can be sensitive to variations in current density. Polymer electrolyte membrane (PEM) electrolyzers represent a recent advancement in green hydrogen technology. These systems utilize a solid polymer membrane as an electrolyte instead of an alkaline solution. PEM electrolyzers are more compact due to their higher current densities and exhibit faster response times to changes in load conditions. PEM technology has high proton conductivity, lower gas permeability, and lower proton exchange membrane thickness and allows flexible integration with intermittent renewable energy sources such as solar and wind power. Furthermore, PEM electrolyzers produce higher-purity hydrogen gas without requiring additional purification steps, majorly employed for applications requiring stringent quality standards, such as fuel cell vehicles or industrial processes.
Renewable Source: Growing uses of solar and wind energy sources providing operational flexibility in electricity generation
Wind and solar energy generate electricity used in electrolysis to produce green hydrogen. Wind energy is a crucial renewable source for electrolyzers producing green hydrogen, as its intermittent nature can be managed through energy storage and grid-balancing technologies to ensure a stable electricity supply for hydrogen production. Moreover, solar energy is another significant renewable source used to power electrolyzers for green hydrogen production. Excess solar power generated during sunny periods can produce hydrogen for later use with the help of energy storage solutions. Solar energy capacity factors vary depending on location, time of day, and weather conditions.
Distribution Channel: Wider availability of green hydrogen pipelines in large scale plants for convenient transmission
Pipelines have been established as the conventional means of transporting gaseous substances such as natural gas. Using pipelines for green hydrogen transportation requires new infrastructure and retrofitting existing natural gas pipelines. This approach benefits from lower transportation costs per unit over long distances and continuous supply with minimal interruptions. However, in terms of capital expenditure, constructing new pipelines and retrofitting existing ones involve significant upfront investment. Cargo transportation involves shipping green hydrogen using carriers such as ships, trucks, and trains. For instance, liquid organic hydrogen carriers (LOHC) technology has emerged as an alternative to traditional compressed and liquefied hydrogen storage methods due to its lower energy requirements and reduced transport costs compared to high-pressure storage tanks. Nonetheless, cargo transportation generally has higher operating costs due to the necessity for regular refueling and maintenance.
Application: Increasing adoption of green hydrogen energy for power generation and transportation
Green hydrogen is utilized for grid balancing and storage in the power generation sector, effectively incorporating solar photovoltaic (PV) and wind, variable renewable energy technologies. It enables the decarbonization of electricity production by substituting natural gas in gas turbines or combined-cycle plants with H2-blended fuels. Green hydrogen is observed as a promising alternative fuel for numerous modes of transportation, including cars, buses, trucks, trains, ships, and even aircraft. In transportation applications, hydrogen is used in fuel cell electric vehicles (FCEVs) and hydrogen internal combustion engine vehicles (HICEVs). FCEVs running on hydrogen emit water vapor, making them zero-emission vehicles and contributing to efforts to combat air pollution and reduce the transportation sector's carbon footprint. Harnessing green hydrogen's potential can revolutionize power generation and transportation sectors toward a more sustainable future while providing low-carbon solutions contributing to climate change mitigation efforts.
Regional Insights
Europe and the Americas are witnessing an increase in development across the production of green hydrogen. In recent years, both regions have witnessed increased investments in green hydrogen production and the development of supportive clean energy policies. Advances in research and development for green hydrogen have made it more cost-effective and widely available. The European Union has been particularly proactive in adopting green hydrogen. The European Commission has identified green hydrogen as a key element of its Green Deal agenda, setting ambitious targets for using renewable energy sources and supporting businesses willing to invest in green hydrogen technology. Additionally, several European countries have developed specific strategies to produce and use this energy source, committing significant resources to promote its growth. In the Americas, countries such as Canada, Mexico, Chile, and Brazil focus on exploring the potential of green hydrogen. Canada is investing heavily in infrastructure to produce electricity from renewable sources such as solar and wind power, which can then be used with electrolysis technology to produce green hydrogen. India and China are witnessing a significant increase in the adoption of green hydrogen for manufacturing ammonia and fertilizers. Their commitment to sustainable growth drives this shift across developing countries to reduce greenhouse gas emissions in line with global climate targets. Furthermore, several notable collaborations between key industry players have been observed to capitalize on the market potential offered by green hydrogen technology. Other key partnerships are emphasized in research & development efforts and commercial-scale deployment strategies.
FPNV Positioning Matrix
The FPNV Positioning Matrix is pivotal in evaluating the Green Hydrogen Market. It offers a comprehensive assessment of vendors, examining key metrics related to Business Strategy and Product Satisfaction. This in-depth analysis empowers users to make well-informed decisions aligned with their requirements. Based on the evaluation, the vendors are then categorized into four distinct quadrants representing varying levels of success: Forefront (F), Pathfinder (P), Niche (N), or Vital (V).
Market Share Analysis
The Market Share Analysis is a comprehensive tool that provides an insightful and in-depth examination of the current state of vendors in the Green Hydrogen Market. By meticulously comparing and analyzing vendor contributions in terms of overall revenue, customer base, and other key metrics, we can offer companies a greater understanding of their performance and the challenges they face when competing for market share. Additionally, this analysis provides valuable insights into the competitive nature of the sector, including factors such as accumulation, fragmentation dominance, and amalgamation traits observed over the base year period studied. With this expanded level of detail, vendors can make more informed decisions and devise effective strategies to gain a competitive edge in the market.
Key Company Profiles
The report delves into recent significant developments in the Green Hydrogen Market, highlighting leading vendors and their innovative profiles. These include Adani Green Energy Limited, Air Liquide S.A., Air Products and Chemicals, Inc., Avaada Energy Pvt. Ltd., Ballard Power Systems Inc., Bloom Energy Corporation, Cummins Inc., CWP Global, ENAPTER s.r.l., ENGIE SA, Green Hydrogen Systems A/S, Hiringa Energy Limited, HydrogenPro ASA, Iberdrola, S.A., ITM Power PLC, Iwatani Corporation, Kawasaki Heavy Industries, Ltd., Larsen & Toubro Limited, Linde PLC, McPhy Energy S.A, Messer SE & Co. KGaA, Nel ASA, NEOM Company, Ohmium International, Inc., Plug Power Inc., PowerCell Sweden AB, Reliance Industries Limited, Saudi Arabian Oil Company, Siemens AG, Thermax Limited, Topsoe A/S, Toshiba Corporation, and Uniper SE.
Market Segmentation & Coverage
1. Market Penetration: It presents comprehensive information on the market provided by key players.
2. Market Development: It delves deep into lucrative emerging markets and analyzes the penetration across mature market segments.
3. Market Diversification: It provides detailed information on new product launches, untapped geographic regions, recent developments, and investments.
4. Competitive Assessment & Intelligence: It conducts an exhaustive assessment of market shares, strategies, products, certifications, regulatory approvals, patent landscape, and manufacturing capabilities of the leading players.
5. Product Development & Innovation: It offers intelligent insights on future technologies, R&D activities, and breakthrough product developments.
1. What is the market size and forecast of the Green Hydrogen Market?
2. Which products, segments, applications, and areas should one consider investing in over the forecast period in the Green Hydrogen Market?
3. What are the technology trends and regulatory frameworks in the Green Hydrogen Market?
4. What is the market share of the leading vendors in the Green Hydrogen Market?
5. Which modes and strategic moves are suitable for entering the Green Hydrogen Market?