市場調查報告書
商品編碼
1489410
2030 年藍氨市場預測:按製造流程、分銷管道、技術、應用、最終用戶和地區進行的全球分析Blue Ammonia Market Forecasts to 2030 - Global Analysis By Manufacturing Process, Distribution Channel, Technology, Application, End User and By Geography |
根據Stratistics MRC預測,2023年全球藍氨市場規模將達137億美元,預計2030年將達到234億美元,預測期內年複合成長率為7.9%。
藍氨是一種很有前途的永續能源載體,是利用風能和太陽能等可再生能源合成氨而得的。與排放大量溫室氣體的傳統「灰」氨生產不同,藍氨生產可捕獲並儲存碳排放,使其對環境友善。藍氨具有廣泛的潛在應用,包括作為發電、運輸和工業過程的無污染燃料,有助於全球減緩氣候變遷的努力,同時永續地滿足能源需求。
對低碳密集型化學品的需求不斷成長
隨著工業和消費者日益重視永續性,農業、運輸和製造業等行業對低碳密集型化學品的需求不斷增加,從而導致對利用技術生產的捕碳封存(CCS)的需求增加,並生產過程此排放。與石化燃料生產的傳統氨相比,尋求減少碳足跡的行業可能更喜歡藍氨,從而推動藍氨製造商的市場擴張和成長。
生產成本高
如果生產成本較高,藍氨製造商的利潤率將會下降,從而在財務上難以維持業務並投資於進一步的研發,從而使潛在投資者難以為藍氨計劃提供資金或擴大現有生產設施。因此,藍氨生產商可能會過度依賴政府補貼和激勵措施來抵消高生產成本並維持市場競爭力。對補貼的依賴容易受到市場波動和政策變化的影響,從而擾亂業務營運和投資決策。
擴大在交通和發電領域的應用
藍氨傳統上用於化肥生產,但現在在運輸和發電領域找到了新用途,使其最終用途市場多樣化。隨著工業界尋求柴油和煤炭等傳統燃料的更清潔替代品,藍氨的使用提供了一個有前途的解決方案,可以滿足能源需求,同時減少碳排放。這種多元化減少了對特定行業的依賴,並提高了藍氨市場對需求和市場狀況波動的適應能力。
缺乏法規結構
在碳排放法規較弱的地區運作的行業可能會繼續青睞傳統的氨生產方法,而不是藍氨,這需要對捕碳封存(CCS)技術進行額外投資。因此,如果沒有監管框架來指導向低碳氨生產過渡,資源可能會配置效率低下,並繼續依賴碳集中生產方法。這種低效率可能會減緩碳中和目標的進展,並阻礙緩解氣候變遷的努力。
COVID-19 的影響
雖然供應鏈中斷和工業活動減少最初影響了需求,但疫情後對建立有彈性和永續經濟的關注重新燃起了人們對低碳替代能源的興趣。支持綠色復甦措施以及增加對可再生能源和脫碳工作的投資的政府獎勵策略增強了藍氨市場。此外,疫情加速了向清潔能源來源的過渡,並促進了藍氨的採用,作為減少交通和發電等各個部門碳排放的有前途的解決方案。
預計熱化學製程領域在預測期內將是最大的
由於熱化學過程通常會產生二氧化碳 (CO2) 作為產品,因此熱化學過程產業預計將經歷良好的成長。然而,在藍氨生產中,CCS 技術捕獲二氧化碳排放並防止它們釋放到大氣中。 CCS 捕獲和儲存熱化學過程中排放的二氧化碳的有效性對於減少藍氨的碳足跡並使其成為可行的低碳替代燃料至關重要。
預計發電業在預測期內年複合成長率最高。
由於擴大採用可再生能源發電,預計發電業在預測期內將以最高的年複合成長率成長,從而促進藍氨市場的成長。隨著世界各國政府和產業努力減少碳排放並轉向清潔能源來源,對低碳燃料和藍氨等化學品的需求預計將會增加。再生能源發電為擴大藍氨產能提供了一條永續的途徑。
亞太地區預計將在預測期內佔據最大的市場佔有率,因為該地區實施了促進市場開拓和採用藍氨作為清潔能源載體的政策和獎勵。這些努力包括碳定價機制、CCS計劃補貼、以及氨相關技術的研究經費。因此,藍氨可以在該地區直接用作氫氣生產的原料或作為運輸、工業和發電的燃料。
由於該地區的主要市場參與者正在積極致力於開拓藍氨生產的各種基礎設施,預計北美在預測期內將出現最高的年複合成長率。林德已成功獲得一份永久契約,為 OCI 位於德克薩斯德克薩斯州博蒙特的大型藍氨工廠供應環保氫氣和各種工業氣體。這個最先進的設施將無縫整合到林德在墨西哥灣沿岸地區廣泛的工業氣體基礎設施中。
According to Stratistics MRC, the Global Blue Ammonia Market is accounted for $13.7 billion in 2023 and is expected to reach $23.4 billion by 2030 growing at a CAGR of 7.9% during the forecast period. Blue ammonia refers to a promising sustainable energy carrier, derived from the synthesis of ammonia using renewable energy sources like wind or solar power. Unlike traditional "gray" ammonia production, which emits significant greenhouse gases, blue ammonia production involves capturing and storing carbon emissions, making it environmentally friendly. Blue ammonia holds potential for various applications, including as a clean fuel for power generation, transportation, and industrial processes, contributing to global efforts to mitigate climate change while meeting energy demands sustainably.
Increasing demand for low-carbon intensive chemicals
As industries and consumers increasingly prioritize sustainability, there is a rising demand for low-carbon-intensive chemicals across various sectors such as agriculture, transportation, and manufacturing and is produced with carbon capture and storage (CCS) technologies, aligns with this demand and offers a viable solution for reducing carbon emissions in chemical production processes. Industries seeking to reduce their carbon footprint may favour Blue Ammonia over traditional ammonia produced from fossil fuels, driving market expansion and growth for Blue Ammonia producers.
High production cost
High production costs can lead to reduced profit margins for Blue Ammonia producers, making it financially challenging to sustain operations and invest in further research and development and may deter potential investors from funding Blue Ammonia projects or expanding existing production facilities. Thus Blue Ammonia producers may become overly reliant on government subsidies or incentives to offset high production costs and remain competitive in the market. Dependency on subsidies introduces market instability and vulnerability to policy changes, potentially disrupting business operations and investment decisions.
Growing use in transportation and power generation
Traditionally used in fertilizer production, Blue Ammonia finds new applications in transportation and power generation, diversifying its end-use markets. As industries seek cleaner alternatives to conventional fuels like diesel and coal, the use of Blue Ammonia offers a promising solution for reducing carbon emissions while meeting energy needs. This diversification reduces the reliance on specific industries and enhances the resilience of the Blue Ammonia market to fluctuations in demand or market conditions.
Lack of regulatory frameworks
Industries operating in regions with lax regulations on carbon emissions may continue to favor traditional ammonia production methods over Blue Ammonia, which requires additional investment in carbon capture and storage (CCS) technologies. Thus without regulatory frameworks guiding the transition to low-carbon ammonia production, resources may be allocated inefficiently, leading to continued reliance on carbon-intensive production methods. This inefficiency can delay progress towards carbon neutrality goals and hinder efforts to mitigate climate change.
Covid-19 Impact
While initial disruptions in supply chains and decreased industrial activity affected demand, the focus on building resilient and sustainable economies post-pandemic has led to renewed interest in low-carbon alternatives. Governments' stimulus packages supporting green recovery initiatives and increasing investments in renewable energy and decarbonization efforts have bolstered the Blue Ammonia market. Additionally, the pandemic has accelerated the transition towards cleaner energy sources, driving the adoption of Blue Ammonia as a promising solution for reducing carbon emissions in various sectors like transportation and power generation.
The thermochemical process segment is expected to be the largest during the forecast period
The thermochemical process segment is estimated to have a lucrative growth, as thermochemical processes often generate carbon dioxide (CO2) as a byproduct. However, in Blue Ammonia production, CCS technologies capture the CO2 emissions, preventing them from being released into the atmosphere. The effectiveness of CCS in capturing and storing CO2 emissions from thermochemical processes is crucial for reducing the carbon footprint of Blue Ammonia and making it a viable low-carbon alternative.
The power generation segment is expected to have the highest CAGR during the forecast period
The power generation segment is anticipated to witness the highest CAGR growth during the forecast period, owing to the increasing adoption of renewable energy for power generation contributes to the growth of the Blue Ammonia market. As governments and industries worldwide commit to reducing carbon emissions and transitioning to cleaner energy sources, the demand for low-carbon fuels and chemicals like Blue Ammonia is expected to rise. Power generation from renewables provides a sustainable pathway for expanding Blue Ammonia production capacity.
Asia Pacific is projected to hold the largest market share during the forecast period owing to the Asia Pacific region which are implementing policies and incentives to promote the development and adoption of blue ammonia as a clean energy carrier. These initiatives include carbon pricing mechanisms, subsidies for CCS projects, and research funding for ammonia-related technologies. Thus blue ammonia can be used as a feedstock for hydrogen production or directly as a fuel in transportation, industry, and power generation in this region.
North America is projected to have the highest CAGR over the forecast period, owing to the proactive efforts of key market players within this region who are actively engaged in the development of various infrastructures for blue ammonia production. Linde successfully entered into a lasting contract to provide environmentally friendly hydrogen and various industrial gases to OCI's expansive blue ammonia plant situated in Beaumont, Texas. This state-of-the-art facility will be seamlessly integrated into Linde's extensive industrial gas infrastructure within the Gulf Coast region.
Key players in the market
Some of the key players in the Blue Ammonia Market include ADNOC Group, Air Liquide S.A., Air Products and Chemicals, Inc, Ammonia Casale S.A., CF Industries Holdings, Inc., ExxonMobil Corporation, Haldor Topsoe A/S, Linde ple, MA'ADEN Ma'aden, Mitsubishi Heavy Industries, Ltd, OCI, Qatar Fertiliser Company, Saudi Arabian Oil Company Saudi Aramco, Shell plc, Siemens Energy AG, TechnipFMC ple, thyssenkrupp AG, Uniper SE and Yara International ASA
In April 2024, Air Liquide strengthens its Home Healthcare activity with an acquisition in Belgium and the Netherlands. With a turnover of more than €10 million in 2023, they are supported by around fifty employees who have joined the Air Liquide Group.
In April 2024, Air Products Announces Plans to Build Network of Commercial-Scale Multi-Modal Hydrogen Refueling Stations Connecting Edmonton and Calgary, Alberta, Canada. This hydrogen infrastructure will help Western Canada reach a goal of 5,000 hydrogen or dual fuel vehicles on the road in five years
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.