市場調查報告書
商品編碼
1455658
氫動力採礦設備的全球市場 - 燃料電池電動和氫燃燒發動機採礦設備:全球設備交付量和收入預測(2024-2033)Hydrogen-Powered Mining Equipment Market - Fuel Cell Electric and Hydrogen Combustion Engine Mining Equipment: Global Equipment Delivery and Revenue Forecasts, 2024-2033 |
礦業公司在向非化石能源轉型中可以發揮重要作用。雖然採礦業提供了製造清潔能源技術所需的原料,但它也作為二氧化碳排放源發揮重要作用。採礦作業排放量中近一半來自大型採礦車輛和設備的柴油消耗。運輸卡車是最大的燃料使用者,每年排放約 6,800 萬噸二氧化碳。
世界上大多數主要礦業公司都發佈了氣候變遷策略,通常設定 2040 年代和 2050 年代的氣候中和目標,並針對營運排放。這些公司目前正在與採礦設備和動力系統供應商合作,探索各種解決方案,使運輸卡車、挖土機、裝載機、鑽孔機和其他現場設備脫碳。與大多數替代路線不同,氫氣為礦工提供了現場生產燃料或從第三方供應商購買燃料的靈活性。與電池電動解決方案相比,它們還提供更快的加油時間、更高的功率密度以及可能更長的續航里程。然而,與全電動路徑相比,氫技術由於其往返效率較低,通常具有較高的營運成本。因此,除了一些明顯的例外,礦業利害關係人對投資氫技術持謹慎態度。
該報告按地區、設備類型和動力總成技術預測了 2024 年至 2033 年全球氫動力採礦設備市場的單位銷售和收入。本報告也介紹採礦公司和設備供應商,考慮電力和氫動力脫碳途徑之間的權衡,並向氫技術和採礦價值鏈的利害關係人提供建議。
Mining companies have an important role to play in the transition to non-fossil energy sources. While the industry provides the raw materials needed for the manufacture of clean energy technologies, it is also a significant source of CO2 emissions. A little under half of the emissions from mining operations come from diesel consumption in heavy duty mining vehicles and equipment. Haulage trucks are the largest fuel users, accounting for approximately 68 million tons of CO2 emissions per annum.
Most of the world's major mining players have released climate strategies, typically covering operational emissions with climate neutrality goals set for the 2040s and 2050s. Working in tandem with mining equipment and powertrain suppliers, these companies are currently exploring a range of solutions to decarbonize haulage trucks, excavators, loaders, drilling rigs, and other onsite equipment. Unlike most alternative pathways, hydrogen offers mining players the flexibility to produce fuel onsite or procure it from third-party suppliers. It also presents faster refueling times, increased power density and greater range potential than battery electric solutions. However, the low round trip efficiency of hydrogen technologies compared to fully electric pathways typically entails higher operational costs. With some notable exceptions, mining players are therefore taking a cautious approach to investing in hydrogen technologies.
This Guidehouse Insights report forecasts hydrogen-powered mining equipment sales and revenues from 2024-2033, segmented by global region, equipment type, and powertrain technology. It provides a detailed overview of mining players and equipment suppliers, discusses some of the tradeoffs between electrification and hydrogen-based decarbonization pathways, and offers recommendations to stakeholders across the hydrogen technology and mining value chains.
Pictorial Representation of the Industry Value Chain