市場調查報告書
商品編碼
1359015
2030 年清潔氫市場預測:按細分市場和地區分類的全球分析Clean Hydrogen Market Forecasts to 2030 - Global Analysis By Type, Technology, Application and By Geography |
根據Stratistics MRC預測,2023年全球清潔氫市場規模將達20.1億美元,預計2030年將達到69.3億美元,預測期內年複合成長率為19.36%。
清潔氫一詞涵蓋了多種氫顏色,取決於生產過程中釋放的二氧化碳量。此外,藍色和綠色氫被認為是清潔氫。這是因為生產藍色和綠色氫氣幾乎不排放二氧化碳排放。
據世界銀行稱,2020 年氫氣需求預計將達到 8,700 萬噸 (MT),到 2050 年將增至 5 億至 6.8 億噸。 2020-2021年,氫氣市場價值為1300億美元,預計到2030年將以每年9.2%的速度成長。
清潔氫能顯著減少溫室氣體排放,因此處於氣候行動的前沿。由於其作為清潔能源的適應性,它在供熱、工業和交通等各個領域可以作為石化燃料的有效替代能源。然而,向永續低碳能源未來轉變的關鍵因素是採用清潔氫,這符合國際社會對雄心勃勃的碳減排目標的承諾。
目前的生產成本往往高於蒸氣甲烷改性等傳統氫氣生產技術,這是清潔氫市場面臨的主要問題。此外,人們普遍認為再生能源來源必須與石化燃料相比具有成本競爭力,這需要研究降低電解成本、提高能源效率、簡化製造程序,並需要大量的開發投資。
傳統上依賴碳集中製程的能源密集型產業,如鋼鐵、水泥和化學品,現在擁有巨大的脫碳機會。透過將原料和能源從石化燃料轉換為清潔氫,這些產業可以顯著減少溫室氣體排放,並支持國際社會應對氣候變遷的配合措施。馬蘇。此外,在重工業中使用清潔氫技術可以有助於開發更環保、更持久的生產技術。
石化燃料,特別是天然氣和汽油,對清潔氫構成巨大威脅。由於發達的基礎設施、廣泛的分銷網路和較低的生產成本,這些燃料在短期內具有成本競爭力。然而,市場滲透的一個關鍵課題將是說服消費者、產業和政策制定者基於環境效益和長期永續性,這是關於建立強大的價值提案。
COVID-19大流行對清潔氫市場產生了各種影響。雖然最初會擾亂供應鏈、減緩專案開發並造成經濟不確定性從而降低投資水平,但它也凸顯了可靠和清潔能源系統的重要性。此外,世界各國政府越來越認知到氫在實現脫碳目標和提高能源安全方面的重要性,並正在製定經濟復甦計畫。因此,許多國家正在增加對氫能計劃的支持,包括資助研究和開發,作為市場復甦和擴張的催化劑。
在清潔氫市場中,綠氫領域預計將佔據最大佔有率。在電解過程中,透過將水分離成氫氣和氧氣來生產綠色氫氣,而不使用溫室氣體。該過程還使用風能和太陽能等可再生能源。綠氫因其環保的製造流程佔有重要地位,支持減少碳排放和應對氣候變遷的國際計劃。對綠色低碳能源選擇的日益承諾促使世界各國政府和公司增加對綠氫計畫和基礎設施的投資。
在清潔氫市場中,交通部門預計年複合成長率最高。交通領域對清潔能源解決方案的需求不斷增加,特別是氫燃料電池汽車(FCV)。與純電動車(BEV)相比,氫燃料電池車具有續航里程更長、供給時間更短等優勢,適用於大型卡車、巴士、船舶等多種場合,可謂一舉多得。此外,政府和汽車正在投入更多資金來開發燃料電池汽車和氫基礎設施,這可能會促使交通運輸產業的顯著成長。
由於多個歐盟成員國在氫氣生產和部署方面進行了大量投資和承諾,預計歐洲地區將在預測期內佔據清潔氫氣市場的最大佔有率。然而,該地區的顯著成長是由歐盟的綠色協議、對清潔能源的關注以及德國和法國等國家氫戰略所推動的。歐洲在清潔氫市場的主導地位也得益於其成熟的可再生能源基礎設施、強力的法規環境和對脫碳的關注。
預計清潔氫市場的年複合成長率將是亞太地區最高的。在亞太地區,日本、韓國和澳洲正在積極推動清潔氫配合措施和投資。特別是日本,作為其能源轉型策略的一部分,對氫氣的生產和使用制定了很高的目標。韓國也大力投資氫基礎設施,並雄心勃勃地在氫燃料電池技術和汽車領域引領世界。
According to Stratistics MRC, the Global Clean Hydrogen Market is accounted for $2.01 billion in 2023 and is expected to reach $6.93 billion by 2030 growing at a CAGR of 19.36% during the forecast period. The term clean hydrogen encompasses a wide range of hydrogen colours depending on the amount of carbon dioxide released during production. Moreover, hydrogen that is blue or green is thought to be clean hydrogen. This is because the production of blue and green hydrogen emits no or very little carbon dioxide.
According to the World Bank, the demand for hydrogen reached an estimated 87 million metric tons (MT) in 2020 and is expected to grow to 500-680 million MT by 2050. From 2020 to 2021, the hydrogen production market was valued at $130 billion and was estimated to grow up to 9.2% per year through 2030.
In order to significantly reduce greenhouse gas emissions, clean hydrogen is at the forefront of efforts to combat climate change. Because of its adaptability as a clean energy source, it can serve as a viable alternative to fossil fuels in a variety of fields, including heating, industry, and transportation. However, a key component of the shift to a sustainable, low-carbon energy future is the adoption of clean hydrogen, which is in line with the international commitment to ambitious carbon reduction targets.
The current cost of production, which is frequently higher than that of conventional hydrogen production techniques like steam methane reforming, is the main issue facing the market for clean hydrogen today. Moreover, it is widely adopted that renewable energy sources must be cost-competitive with fossil fuels, which will require significant investments in R&D to lower electrolysis costs, boost energy efficiency, and streamline production procedures.
Energy-intensive industries like steel, cement, and chemicals that have historically relied on carbon-intensive processes now have a significant opportunity to decarbonize. These industries can significantly reduce their greenhouse gas emissions by switching from fossil fuels to clean hydrogen as a feedstock and energy source, supporting international efforts to combat climate change. Additionally, the use of clean hydrogen technologies in heavy industry can contribute to the development of more environmentally friendly and long-lasting production techniques.
Well-established fossil fuels, especially natural gas and gasoline, pose a formidable threat to clean hydrogen. These fuels are more cost-competitive in the short term because of their developed infrastructure, wide distribution networks, and lower production costs. However, a significant challenge for market penetration will be to build a compelling value proposition based on environmental benefits and long-term sustainability in order to persuade consumers, industries, and policymakers to switch to clean hydrogen.
The COVID-19 pandemic had a wide range of effects on the market for clean hydrogen. Although it initially caused supply chains to be disrupted, project development to be delayed, and investment levels to drop due to economic uncertainty, it also highlighted the significance of reliable, clean energy systems. Additionally, governments from all over the world are increasingly recognizing the importance of hydrogen in achieving decarbonisation goals and improving energy security in their plans for economic recovery. As a result, numerous nations stepped up their support for initiatives involving hydrogen, including funding for research, development, and deployment, acting as a catalyst for the market's recovery and expansion.
The green hydrogen segment is anticipated to have the largest share in the clean hydrogen market. In a procedure known as electrolysis, green hydrogen is created by separating water into hydrogen and oxygen without the use of greenhouse gases. Moreover, this process uses renewable energy sources like wind and solar. Due to its environmentally friendly manufacturing process, which supports international initiatives to cut carbon emissions and combat climate change, it occupies a prominent position. As a result of a growing commitment to environmentally friendly, low-carbon energy options, governments and businesses around the world are investing more money in green hydrogen projects and infrastructure.
In the clean hydrogen market, it is predicted that the transportation sector will experience the highest CAGR. The demand for clean energy solutions in the transportation sector was rising, particularly for hydrogen fuel cell vehicles (FCVs). In comparison to battery-electric vehicles (BEVs), hydrogen-powered FCVs had advantages like longer driving ranges and quicker refueling times, which made them appealing for use in a variety of settings like heavy-duty trucks, buses, and marine vessels. Moreover, governments and automakers are investing more money in the development of FCVs and hydrogen infrastructure, which could potentially lead to significant growth in the transportation sector.
Due to several EU member states' significant investments and commitments to hydrogen production and adoption, the European region is predicted to hold the largest share of the clean hydrogen market during the forecast period. However, the significant growth in the region is being fuelled by the EU's Green Deal and emphasis on clean energy, as well as the National Hydrogen Strategies of nations like Germany and France. Europe's prominence in the clean hydrogen market was also aided by its established renewable energy infrastructure, robust regulatory environment, and focus on decarbonisation.
In the market for clean hydrogen, the Asia-Pacific region is predicted to have the highest CAGR. Japan, South Korea, and Australia were among the nations in the Asia-Pacific region actively pursuing clean hydrogen initiatives and investments. As part of its strategy for the energy transition, Japan in particular had set high goals for the production and use of hydrogen. South Korea was also making significant investments in hydrogen infrastructure and had ambitions to lead the world in hydrogen fuel cell technology and vehicles.
Some of the key players in Clean Hydrogen Market include: FuelCell Energy Inc, Cummins Inc, SunGreenH2m, Engie SA, Air Liquide S.A., Toshiba Energy System & Solution Corporation, Linde plc, SG H2 Energy Global LLC, Air Products & Chemicals Inc., Siemens Energy AG, Clean Hydrogen System, Plug Power Inc., China Petroleum & Chemical Corporation, Enel Green Power Spa, Green Hydrogen Systems and Orsted A/S.
In August 2023, FuelCell Energy and ExxonMobil Technology and Engineering have agreed to extend their ongoing joint development agreement through March 31, 2024.FuelCell Energy shares were up 5% to $1.45, and are down 66% in the past 12 months. The extension enables further development related to manufacturing scale-up and work toward advancing the carbonate fuel cell technology for point source carbon capture applications against a broader set of carbon capture opportunities including lower carbon intensity flue streams.
In April 2023, Cummins Inc, has entered into a definitive agreement with Tata Motors Ltd to manufacture a range of low-to-zero-emissions technology products in India. The two companies have established a new business entity, TCPL Green Energy Solutions Private Ltd (GES), a wholly-owned subsidiary under the existing joint venture, Tata Cummins Private Limited (TCPL) in India.
In March 2023, Siemens Energy, in a consortium with FATA, part of the Danieli group, has secured a contract worth approximately €1bn ($1.07bn) from the Italian transmission system operator (TSO) Terna, to supply four converter stations for the Tyrrhenian Link project in Italy. The project aims to transmit electricity between the islands of Sicily and Sardinia and the Italian mainland through a 970km-long double underwater high-voltage (HV) cable.