清潔氫市場：避免交易不確定性

低碳制氫技術在過去十年中得到了改進，從商業前或小批量階段轉向大規模商業可行性。 傳統的氫工業巨頭在全球投資了眾多項目，一些已經完成，還有更多正在開發中。

本報告審視了全球清潔氫市場，概述了市場、氫需求和供應、每個國家/地區的趨勢以及即將開展的項目。

內容

概述

建議

今天的氫氣貿易

氫氣需求

氫原料需求將隨著化石原料限制的增加而增加

氫燃料需求將由運輸主導，至少在初期是這樣

氫氣供應

藍色制氫

綠色制氫

氫基礎設施

影響氫氣貿易的政策

歐盟是氫能政策制定的先驅

十多年來，美國立法一直在支撐氫工業

海灣國家利用供應能力

亞太和南美洲落後但正在迎頭趕上

對氫氣貿易的影響

國際貿易開闢了世界各地的新航線

氫氣傳輸取決於距離

將LNG市場作為氫氣市場的參考是有風險的

氫氣交易詳情

清潔氫項目獲得資金支持

氫的不確定性趨勢

案例研究：成功的氫合作項目

建議

Low carbon hydrogen production technology has improved in the past decade, moving from precommercial or low volume phases to commercial viability at a significant scale. Traditional large hydrogen industry players have invested in numerous projects worldwide, with several already completed and many more still in the development pipeline.

Despite this enthusiastic rollout, considerable uncertainty remains related to price competition with existing grey hydrogen and the potential to expand to non-traditional demand sectors such as transportation, industrial heating, and power generation. Policy support can help reduce cost barriers, facilitate infrastructure development, and accelerate the development and commercialization of critical enabling technologies. As such, policies like the Inflation Reduction Act in the US and the REPowerEU plan in the European Union will play a strong role in facilitating the transition to low carbon hydrogen.

This Guidehouse Insights Strategy Insight report covers the current state of hydrogen supply and demand; how policymakers are reacting to changes in the hydrogen industry; and additional related topics, including analogous commodities that can serve as indicators of the future of low carbon hydrogen, barriers to trade development, and financing options.

Table of Contents

Spark

Context

Recommendations

The Hydrogen Trade Today

Hydrogen Demand

Feedstock Demand for Hydrogen Will Grow with Increased Fossil Feedstock Restrictions

Fuel Demand for Hydrogen Will be Dominated by Transportation, at Least Initially

Hydrogen Supply

Blue Hydrogen Production

Green Hydrogen Production

Hydrogen Infrastructure

Policies Affecting the Hydrogen Trade

The EU Is a Pioneer in Hydrogen Policy Development

US Legislation Will Support the Hydrogen Industry for a Decade or More

Gulf Countries Are Leveraging Their Supply Capabilities

Asia Pacific and South America Are Behind but Catching Up

Implications for the Hydrogen Trade

International Trade Paves New Routes across the Globe

Preferred Mode of Hydrogen Transport Depends on Distances

Using the LNG Market as a Reference for Hydrogen Markets Is Risky

Deeper Dive into the Hydrogen Trade

Acquiring Financial Backing for Clean Hydrogen Projects

To Lead or to Follow? Hydrogen Uncertainties Are What You Make of Them

Case Study: A Successful Hydrogen Collaboration Project

Recommendations

List of Tables

Hydrogen and LNG Market Characteristics

List of Figures

Cost of Hydrogen Transport by Various Modes