氫氣相容燃氣渦輪機

使用可分散式的低碳發電技術是脫碳電力系統中日益重要的要素。目前許多電網都依賴天然氣發電機在靈活性方面發揮關鍵作用。隨著電力產業減少化石燃料消耗的努力，人們對使用氫氣或氫氣/天然氣混燒的燃氣渦輪機作為傳統燃氣發電的替代方案越來越感興趣。

一些現有的燃氣渦輪機已經消耗富氫氣流。然而，其實施通常僅限於供應來自煉油和其他工業過程的副產品氣體的小型裝置。領先的燃氣渦輪機製造商已宣佈計劃提高其產品線的混合能力，並在 2030 年代或更早實現 100% 氫氣燃氣渦輪機的商業化。這些努力得到了美國、德國、日本和韓國等主要市場對氫能發電的政策支持的支持。

雖然電力業可用的氫氣總量仍不確定，但預計未來十年，氫燃氣渦輪機將在發電設備銷售中佔據越來越大的比例。本報告分析了全球氫燃氣渦輪機 (HGT) 市場，並概述了可能影響未來十年採用的關鍵技術、商業和政策因素。市場預測基於計劃的氫能發電能力和製造商對氫技術實施的時間表分析。

目錄

第 1 章執行摘要

第二章市場問題

• 簡介
• 市場驅動因素
  • HGT 改造可實現現有基礎設施的改造
  • 利用 HGT 緩解再生能源間歇性並提供電網穩定性
  • 透過政府財政支持實現早期進入
• 市場限制因素
  • 燃料彈性所帶來的技術課題
  • 進一步發展氫供應鏈的必要性
  • 供應鏈各階段的能源損失
• 其他業務問題

第三章政策審查

• 北美
  • 美國
• 歐洲
  • 德國
• 亞太地區
  • 日本
  • 韓國
  • 新加坡
  • 澳大利亞
• 拉丁美洲
• 中東/非洲

第四章產業價值鏈

• 競爭狀況
  • 前 3 名公司
  • 其他 OEM

第五章市場預測

• 調查方法
• 世界市場概覽
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東/非洲

第 6 章結論/建議

• 要點
• 建議

第 7 章首字母縮寫詞和縮寫詞列表

第 8 章圖表

第九章研究範圍、資料來源/研究方法、註

The availability of dispatchable, low carbon power generation technologies is an increasingly relevant feature of decarbonizing electricity systems. Currently, many power grids rely on natural gas generators to play a key flexibility role. Efforts to reduce power sector fossil fuel consumption are driving interest in gas turbines capable of operating using hydrogen or hydrogen-natural gas blends as an alternative to conventional gas-fired generation.

A portion of the existing gas turbine fleet already consumes hydrogen-rich gas streams. However, deployments are generally limited to smaller-scale equipment supplied with by-product gases from petroleum refining or other industrial processes. Major gas turbine manufacturers have announced plans to increase blend capabilities across their product ranges and to commercialize 100% hydrogen gas turbines by the 2030s or earlier. These efforts are being assisted by policy support for hydrogen power generation in key markets such as the US, Germany, Japan, and South Korea.

While overall volumes of hydrogen available to the power sector remain subject to high levels of uncertainty, hydrogen-capable gas turbines are expected to account for an increasingly meaningful share of power generation equipment sales over the coming decade. This Guidehouse Insights report provides an overview of the key technical, commercial, and policy factors that are likely to affect adoption over the next 10 years. Forecasts are based on an analysis of planned hydrogen power generation capacity and manufacturers' timelines for hydrogen technology adoption.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Global Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Market Drivers
  • 2.2.1 HGT Retrofits Enable the Conversion of Existing Infrastructure
  • 2.2.2 HGTs Can Buffer Intermittent Renewables and Provide Grid Stability
  • 2.2.3 Government Funding Has Enabled Early Movers
• 2.3 Market Barriers
  • 2.3.1 Fuel Flexibility Presents Technical Challenges
  • 2.3.2 Hydrogen Supply Chains Need Further Development
  • 2.3.3 Energy Is Lost with Every Step in the Supply Chain
• 2.4 Other Business Issues

3. Policy Review

• 3.1 North America
  • 3.1.1 US
• 3.2 Europe
  • 3.2.1 Germany
• 3.3 Asia Pacific
  • 3.3.1 Japan
  • 3.3.2 South Korea
  • 3.3.3 Singapore
  • 3.3.4 Australia
• 3.4 Latin America
• 3.5 Middle East & Africa

4. Industry Value Chain

• 4.1 Competitive Landscape
  • 4.1.1 The "Big Three"
    • 4.1.1.1 GE
    • 4.1.1.2 Siemens Energy
    • 4.1.1.3 Mitsubishi Power
  • 4.1.2 Other OEMs

5. Market Forecasts

• 5.1 Methodology
• 5.2 Global Market Overview
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East & Africa

6. Conclusions and Recommendations

• 6.1 Key Takeaways
• 6.2 Recommendations

7. Acronym and Abbreviation List

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

• Hydrogen-Capable Gas Turbine Capacity Additions by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Asia Pacifc: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Middle East & Africa: 2024-2033

Comparison of Methane and Hydrogen Properties

List of Figures

• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Middle East & Africa: 2024-2033
• HGT Market Growth Potential, World Markets: 2024-2033

Full Value Chain of Power-to-Hydrogen-to-Power Process