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市場調查報告書
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1636159

北美液氫 -市場佔有率分析、產業趨勢與統計、成長預測(2025-2030)

North America Liquid Hydrogen - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

北美液氫市場規模預計到2025年為81.9億美元,預計2030年將達123.2億美元,預測期內(2025-2030年)複合年成長率為8.5%。

北美液氫-市場-IMG1

主要亮點

  • 從中期來看,全球能源產業脫碳的日益關注、汽車產業和其他最終用戶產業的成長和擴張等因素預計將在預測期內推動北美液氫市場的發展。
  • 另一方面,與運輸液氫相關的高成本預計將對液氫市場的成長構成重大挑戰。大規模儲存液氫的複雜性進一步限制了該市場的成長範圍。
  • 人們對液氫作為船用燃料的日益關注以及航太業不斷推進的技術創新預計很快就會為北美液氫市場提供利潤豐厚的成長機會。
  • 預計在預測期內,美國將主導北美液氫市場。這是由於太空探勘對液氫的需求不斷增加,以及氫燃料電池在商用車中的採用越來越多。

北美液氫市場趨勢

汽車板塊實現顯著成長

  • 由於汽車產業對無污染燃料的需求不斷增加,北美液氫市場預計將顯著成長。液氫具有更大的優勢,因為它可以更好地儲存和運輸。
  • 在汽車應用中,固體電解質燃料電池等新技術允許將液氫用作二次能源來源,而不排放二氧化碳。
  • 到2022年,美國將擁有北美最多的加氫站。該國大約有 54 個正在運作的加氫站,其次是加拿大(9 個)。此外,根據美國氫能經濟藍圖,2030年美國將建成4,300座大型加氫站。這幾乎是2019年運作的大型加氫站數量的70倍。
  • 此外,根據美國電池和氫能協會 (FCHEA) 的數據,到 2030 年,美國將有 4,300 個大型加氫站。然而,到2050年,運輸燃料預計將占美國氫氣需求的最大量。石化燃料動力汽車產生的污染直接排放到環境中,造成健康問題。
  • 例如,2022年5月,液化空氣集團上週在拉斯維加斯開設了一個新的液氫生產設施和物流中心,旨在抓住移動領域對液態氫作為燃料的新需求。氫氣作為燃料在航運和物流領域越來越受歡迎,因為它不像電動車那樣需要停機充電。新廠利用蒸汽甲烷重整從天然氣中提取氫氣,將能夠生產足夠為 40,000 輛汽車提供燃料的氫氣。此類計劃可能會在汽車領域創造對液氫的活躍需求。
  • 因此,基於上述因素,預計汽車領域在預測期內北美液氫市場將表現出巨​​大的需求。

美國主導市場

  • 北美地區石油和天然氣下游產業的成長預計將對預測期內的氫需求產生積極影響。截至2023年8月,美國煉油廠的淨氫供給能力為7,099,000桶。
  • 在美國,頁岩革命導致精製能力空前擴張,主要是在墨西哥灣沿岸。油氣領域計劃數量和投資金額穩定成長。氫氣用於從化學分離過程(稱為加氫脫硫)中產生的燃料中去除硫。
  • 此外,美國能源資訊署(EIA)報告稱,精製中的氫氣淨輸入量為80,919,000桶,比2021年成長5.2%。氫氣也廣泛用於生產氨和甲醇,並為化學和工業應用提供工業熱量。
  • 美國一直處於氫及相關技術研發的前沿,從太空計畫開始,一直延伸到交通、固定電源和攜帶式電源應用技術的商業化。多年來,能源部 (DOE) 根據多項法定授權,包括 Spark M. Matsunaga 氫研究、開發和 2005 年能源政策法案 ( EPACT)。
  • 2022年10月,空氣產品公司將投資約5億美元,在紐約馬塞納的待開發區上建造一座日產35噸級的綠色(可再生)液態氫工廠,以及液態氫分銷和銷售業務I。並經營它。該設施預計將於 2026 年至 2027 年開始商業營運。
  • 2024 年 1 月,Plug Power 獲得了超過 10 億美元的政府資金。我們已開始在喬治亞工廠生產液態綠氫。這些新興市場的發展預計將對預測期內的北美液氫市場產生積極影響。
  • 因此,由於上述因素,美國預計將在預測期內主導北美液氫市場。

北美液氫產業概況

北美液氫市場是一個半本土市場。該市場的主要企業(排名不分先後)包括液化空氣公司、林德公司、空氣化學產品公司、空氣水公司和巖谷公司。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測(單位:美元)
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 全球能源脫碳日益受到關注
      • 汽車工業的擴張
    • 抑制因素
      • 運輸液態氫高成本
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第5章市場區隔

  • 分配
    • 容器
    • 坦克
  • 最終用戶
    • 化學/石化
    • 航太
    • 其他
  • 地區
    • 美國
    • 加拿大
    • 其他北美地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Air Liquide SA
    • Air Products and Chemicals, Inc.
    • AIR WATER INC
    • Iwatani Corporation
    • Linde plc
    • Universal Industrial Gases, Inc.
    • Messer Group GmbH
    • Engie SA
  • Market Player Ranking

第7章 市場機會及未來趨勢

  • 人們越來越關注液氫作為船用燃料並不斷加強航太業的創新
簡介目錄
Product Code: 50001782

The North America Liquid Hydrogen Market size is estimated at USD 8.19 billion in 2025, and is expected to reach USD 12.32 billion by 2030, at a CAGR of 8.5% during the forecast period (2025-2030).

North America Liquid Hydrogen - Market - IMG1

Key Highlights

  • Over the medium term, factors such as increasing focus on the decarbonization of the global energy industry along with growth and expansion of the automobile industry and other end-user verticals are expected to drive the North America liquid hydrogen market during the forecast period.
  • On the other hand, high costs associated with the transportation of liquid hydrogen is expected to pose a major challenge to the growth of the liquid hydrogen market. Complexities involved in storing liquid hydrogen on a large scale will further restrict the scope of growth for this market.
  • Nevertheless, rising emphasis on liquid hydrogen as a marine fuel and increasing innovations in the aerospace industry is expected to create lucrative growth opportunities for the liquid hydrogen market in North America soon.
  • United States is expected to dominate the North America liquid hydrogen market during the forecast period. Owing to the growing demand for liquid hydrogen for space exploration and the increasing adoption of hydrogen fuel cells in commercial vehicles.

North America Liquid Hydrogen Market Trends

Automotive Segment to Witness Significant Growth

  • North America's liquid hydrogen market is expected to grow significantly due to the rising demand for clean fuel in the automotive industry. Liquid hydrogen offers more significant advantages because of its storage and transportation qualities.
  • In an automotive application, liquid hydrogen can be used as a secondary energy source without emitting any CO2 using new technologies like Proton Exchange Membrane fuel cells to produce electricity for an electric drive and a direct fuel for ICE (internal combustion engines).
  • In 2022, United States has the most significant number of hydrogen fueling stations in the North American region. There are about 54 operational hydrogen refueling stations in the country, followed by Canada (9 stations). Furthermore, as per the road map to a US hydrogen economy, 4,300 large hydrogen fueling stations in the United States were expected by 2030. This would be close to 70 times the number of operational large fueling stations in 2019.
  • Moreover, according to United States Fuel Cell & Hydrogen Energy Association (FCHEA), by the year 2030, the country is expected to have 4,300 large hydrogen fueling stations. However, by 2050, transportation fuels are expected to account for the greatest volume of United States hydrogen demand becuase pollution all around the globe is increasing from vehicles and transportation over time. Pollution from fossil fuel-powered vehicles is emitted directly into the environment, which causes health risks.
  • For instance, in May 2022, Air Liquide opened a new liquid hydrogen production facility and logistics center in Las Vegas last week, aiming to capitalize on emerging demand for liquid hydrogen as a fuel in the mobility sector. Hydrogen is gaining traction as a fuel within the shipping and logistics arena because it does not require downtime for charging like electric-powered vehicles. The new plant is capable of producing enough hydrogen to fuel 40,000 vehicles, using steam methane reforming, which derives hydrogen from natural gas. Such projects are likely to create positive demand for liquid hydrogen in automotive segment.
  • Therefore, based on the above-mentioned factors, automotive segment is expected to witness significant demand in the North America liquid hydrogen market during the forecast period.

United States to Dominate the Market

  • The growth of the oil and gas downstream sector in the North American region is expected to impact the demand for hydrogen during the forecast period positively. As of August 2023, the United States refinery net input of hydrogen capacity stands at 7,099 thousand barrels.
  • The shale revolution in the United States has resulted in an unprecedented oil refining capacity creation and expansion, primarily along the Gulf Coast. As a result, steady growth in the number of projects and investments has been witnessed in the oil and gas sector. Hydrogen is used to remove the sulfur content from the fuels produced in a chemical separation process called hydro-desulphurization.
  • Also, the United States Energy Information Administration (EIA) reported the net input of hydrogen in oil refining as 80,919 thousand barrels, recording a growth of 5.2% as compared to 2021 levels. Hydrogen is also used extensively in the generation of ammonia and methanol and in providing industrial heat for chemicals and industrial applications.
  • The United States has been at the forefront of hydrogen and related technology R&D, from its inception in the space program to enabling technology commercialization in transportation, stationary power, and portable-power applications. Over the years, the Department of Energy (DOE) has established robust R&D activities on hydrogen and related technology aligned with several statutory authorities, including the Spark M. Matsunaga Hydrogen Research, Development, and the Energy Policy Act of 2005 (EPACT).
  • Air Products, in October 2022, planned to invest about USD 500 million to build, own and operate a 35 tonne/day facility to produce green (renewable) liquid hydrogen at a greenfield site in Massena, New York, as well as liquid hydrogen distribution and dispensing operations. Commercial operation of this facility is expected to commence in 2026-2027.
  • In January 2024, Plug Power secured over USD one billion in government funding. It commenced producing liquid green hydrogen at its Georgia plant. Such developments are likely to create positive impact on the North America liquid hydrogen market during the forecast period.
  • Therefore, based on the above-mentioned factors, United States is expected to dominate the liquid hydrogen market in North America during the forecast period.

North America Liquid Hydrogen Industry Overview

The North America liquid hydrogen market is semi consolidated in nature. Some of the major players in the market (in no particular order) include Air Liquide S.A., Linde plc, Air Products and Chemicals Inc., Air Water Inc., and Iwatani Corporation.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Increasing Focus on the Decarbonization of Global Energy
      • 4.5.1.2 Expansion of Automobile Industry
    • 4.5.2 Restraints
      • 4.5.2.1 High Costs Associated with Transportation of Liquid Hydrogen
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Distribution
    • 5.1.1 Containers
    • 5.1.2 Tanks
  • 5.2 End-User
    • 5.2.1 Automotive
    • 5.2.2 Chemicals and Petrochemicals
    • 5.2.3 Aerospace
    • 5.2.4 Other End-Users
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Air Liquide S.A.
    • 6.3.2 Air Products and Chemicals, Inc.
    • 6.3.3 AIR WATER INC
    • 6.3.4 Iwatani Corporation
    • 6.3.5 Linde plc
    • 6.3.6 Universal Industrial Gases, Inc.
    • 6.3.7 Messer Group GmbH
    • 6.3.8 Engie SA
  • 6.4 Market Player Ranking

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Rising Emphasis on Liquid Hydrogen as a Marine Fuel and Increasing Innovations in the Aerospace Industry