市場調查報告書
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1503368
2030 年藍氫市場預測:按技術、應用、最終用戶和地區進行的全球分析Blue Hydrogen Market Forecasts to 2030 - Global Analysis By Technology, Application, End User and By Geography |
根據Stratistics MRC的數據,2024年全球藍氫市場規模為196.2億美元,預計到2030年將達到443.5億美元,預測期內複合年成長率為13.9%。
藍氫是透過稱為蒸汽甲烷改性(SMR) 的過程從天然氣中產生的氫氣,該過程會產生二氧化碳 (CO2)。 SMR 過程中排放的二氧化碳被捕獲並儲存在地下(捕碳封存,CCS),以減少其對環境的影響。與傳統的天然氣使用相比,這種方法旨在減少溫室氣體排放,將藍氫定位為邁向低碳未來的過渡能源來源。
據預測,加州燃料電池合作夥伴計劃希望安裝 1,000 個加氫站和 100 萬輛 FCEV。到2050年,可滿足全國最終能源消耗的30%左右。
工業脫碳
透過捕碳封存(CCS)技術從天然氣生產藍氫,為努力實現排放目標的產業提供了低碳解決方案。隨著監管壓力和永續性目標的增加,產業將尋求藍氫來擺脫石化燃料,從而為市場注入活力。此外,對CCS技術的投資正在提高藍氫的可行性,進一步加速其在工業應用中的採用並支持市場擴張。
可用的 CCS 基礎設施和技術有限
建造和營運 CCS 設施成本高昂,需要大量投資和監管部門的核准。如果沒有足夠的基礎設施,大規模藍氫生產的潛力仍然有限,限制了其相對於其他能源來源的競爭力。此外,CCS 技術性能和操作挑戰的不確定性阻礙了普及採用。因此,CCS基礎設施和技術的有限可用性限制了生產的擴充性和成本效益,阻礙了市場的成長。
對永續能源解決方案的認知不斷增強
人們對永續能源解決方案的認知不斷提高,並強調了對石化燃料的清潔替代品的需求,從而推動了藍氫市場的發展。藍氫提供了一種符合環境目標的低碳能源選擇。隨著消費者、企業和政府對永續性的認知不斷增強,對藍氫的需求不斷增加。這種意識將推動藍氫生產和基礎設施的投資和創新,推動藍氫市場的成長,成為向永續能源未來過渡的關鍵要素。
初始成本高
實施 CCS 需要大量資本投資來捕獲和安全地將二氧化碳排放在地下。這種前期成本可能會阻止潛在投資者和產業採用藍氫,特別是與更便宜的傳統石化燃料替代品相比。因此,儘管藍氫具有環境效益和長期成本效益,但高昂的初始成本成為市場進入和擴張的障礙,減緩了藍氫市場的成長。
COVID-19 的影響
COVID-19大流行最初減緩了藍氫市場的成長,由於工業活動減少和經濟不確定性影響了投資和計劃進度。然而,隨著經濟復甦和環境仍然是重中之重,政府和產業越來越關注永續能源解決方案。鑑於藍色氫有可能有助於減少溫室氣體排放和實現能源轉型目標,這一新的重點可能會加速對藍氫的投資,作為更廣泛的復甦計畫的一部分。
蒸汽甲烷改性(SMR)產業預計將成為預測期內最大的產業
蒸汽甲烷改性(SMR)領域預計將出現良好成長。 SMR是藍氫市場的領先技術,可將天然氣轉化為氫氣和二氧化碳。在 SMR 中,甲烷在催化劑存在下與熱蒸氣反應生成氫氣和二氧化碳。由於排放的二氧化碳可以被捕獲並儲存在地下(捕碳封存,CCS),因此與傳統的天然氣使用相比,SMR是一種生產氫氣的有效方法,同時減少了溫室氣體排放。
預計能源產出產業在預測期內複合年成長率最高
預計能源產出產業在預測期內的複合年成長率最高。由於與傳統燃料相比,藍氫具有減少碳排放的潛力,因此正在考慮用於能源產出應用。它可用於燃氣渦輪機渦輪發電,並透過產生水蒸氣代替二氧化碳作為主要排放,提供更清潔的替代方案。因此,藍氫非常適合支持可再生能源整合、加強能源安全以及應對向低碳能源未來過渡的環境挑戰。
預計亞太地區在預測期內將佔據最大的市場佔有率。由於雄心勃勃的脫碳目標和減少對石化燃料依賴的努力,日本、韓國和中國等國家在氫的採用方面處於領先地位。這些國家擁有大量天然氣蘊藏量,並大力投資捕碳封存(CCS)技術。此外,由於在與國際公司和研究機構合作的推動下,技術發展和基礎設施發展,該地區藍氫產業具有巨大的成長潛力。
預計中東和非洲在預測期內的複合年成長率最高。該地區天然氣資源豐富,能源生產經驗豐富,將藍氫視為戰略機會。沙烏地阿拉伯、卡達和阿拉伯聯合大公國等國家正在探索藍氫,以此作為利用其現有基礎設施和天然氣加工專業知識的一種方式。該地區對碳捕集技術的大量投資和已建立的法規結構進一步支持了市場成長。
According to Stratistics MRC, the Global Blue Hydrogen Market is accounted for $19.62 billion in 2024 and is expected to reach $44.35 billion by 2030 growing at a CAGR of 13.9% during the forecast period. Blue hydrogen refers to hydrogen produced from natural gas through a process called steam methane reforming (SMR), which generates carbon dioxide (CO2) as a by-product. The CO2 emitted during SMR is captured and stored underground (carbon capture and storage, CCS) to mitigate its environmental impact. This approach aims to reduce greenhouse gas emissions compared to traditional natural gas use, positioning blue hydrogen as a transitional energy source towards a low-carbon future.
According to projections, the California fuel cell partnership hopes to have 1,000 hydrogen refuelling stations and one million FCEVs. It might provide roughly 30% of the country's end-use energy by 2050.
Industrial decarbonization
Blue hydrogen, produced from natural gas with carbon capture and storage (CCS), provides a low-carbon solution for industries striving to meet emission targets. As regulatory pressures and sustainability goals increase, industries seek blue hydrogen to transition from fossil fuels, thus boosting its market. Additionally, investments in CCS technology enhance blue hydrogen's viability, further accelerating its adoption in industrial applications and supporting market expansion.
Limited availability of CCS infrastructure and technology
CCS facilities are costly to build and operate, requiring significant investment and regulatory approval. Without adequate infrastructure, the potential for large-scale blue hydrogen production remains restricted, limiting its competitiveness against other energy sources. Additionally, uncertainties surrounding CCS technology performance and operational challenges further deter widespread adoption. Therefore, the limited availability of CCS infrastructure and technology hampers market growth by constraining the scalability and cost-effectiveness of production.
Increasing awareness of sustainable energy solutions
Increasing awareness of sustainable energy solutions propels the blue hydrogen market by highlighting the need for cleaner alternatives to fossil fuels. Blue hydrogen offers a low-carbon energy option that aligns with environmental goals. As consumers, businesses, and governments become more conscious of sustainability, demand for blue hydrogen rises. This awareness drives investment and innovation in blue hydrogen production and infrastructure, fostering its market growth as a key component in the transition to a sustainable energy future.
High initial costs
Implementing CCS involves significant capital investments in capturing CO2 emissions and storing them safely underground. These upfront expenses can deter potential investors and industries from adopting blue hydrogen, especially when compared to cheaper, conventional fossil fuel alternatives. Consequently, the high initial costs act as a barrier to market entry and expansion, slowing down the growth of the blue hydrogen market despite its environmental benefits and long-term cost-effectiveness.
Covid-19 Impact
The covid-19 pandemic initially slowed the blue hydrogen market due to reduced industrial activity and economic uncertainty, impacting investment and project timelines. However, as economies recover and environmental priorities remain strong, governments and industries are increasingly focusing on sustainable energy solutions. This renewed emphasis could accelerate investments in blue hydrogen as part of broader recovery plans, driven by its potential role in reducing greenhouse gas emissions and supporting energy transition goals.
The steam methane reforming (SMR) segment is expected to be the largest during the forecast period
The steam methane reforming (SMR) segment is estimated to have a lucrative growth. SMR is a key technology in the blue hydrogen market, responsible for converting natural gas into hydrogen and carbon dioxide. In SMR, methane reacts with high-temperature steam in the presence of a catalyst to produce hydrogen and CO2. The CO2 emitted can be captured and stored underground (carbon capture and storage, CCS), making SMR a viable method for producing hydrogen with reduced greenhouse gas emissions compared to traditional natural gas use.
The energy generation segment is expected to have the highest CAGR during the forecast period
The energy generation segment is anticipated to witness the highest CAGR growth during the forecast period. Blue hydrogen is increasingly explored for energy generation applications due to its potential to reduce carbon emissions compared to conventional fuels. It can be used in gas turbines for power generation, providing a cleaner alternative by producing water vapour as the primary emission instead of CO2. This makes blue hydrogen suitable for supporting renewable energy integration, enhancing energy security, and addressing environmental concerns in the transition towards a low-carbon energy future.
Asia Pacific is projected to hold the largest market share during the forecast period. Countries like Japan, South Korea, and China are leading in hydrogen adoption due to ambitious decarbonization goals and efforts to reduce reliance on fossil fuels. These nations possess significant natural gas reserves and are investing heavily in carbon capture and storage (CCS) technologies. Additionally, partnerships with international companies and research institutions are advancing technological developments and infrastructure; thereby the region shows strong potential for growth in the blue hydrogen sector.
Middle East & Africa is projected to have the highest CAGR over the forecast period. The region, rich in natural gas resources and possessing extensive experience in energy production, views blue hydrogen as a strategic opportunity. Countries like Saudi Arabia, Qatar, and the UAE are exploring blue hydrogen as a means to capitalize on existing infrastructure and expertise in gas processing. The region's significant investment in carbon capture technology and establishing regulatory frameworks further propels the growth of the market.
Key players in the market
Some of the key players profiled in the Blue Hydrogen Market include Linde PLC, Air Products and Chemicals, Mitsubishi Heavy Industries, Equinor, British Petroleum Company, Shell Corporation, TotalEnergies, Sinopec, Eni S.p.A, Gazprom, Petrobras, Orsted, Saudi Aramco, Qatar Petroleum, Woodside Energy.
In September 2023, British Petroleum Company launched a six-week consultation on their proposals for H2Teesside, a facility which will produce blue hydrogen and enable large scale decarbonisation of local industry. H2Teesside aims to be one of the UK's largest blue hydrogen production facilities, targeting 1.2GW of hydrogen production by 2030.
In February 2023, Linde PLC signed a long-term agreement to distribute and supply hydrogen to OCI's blue ammonia production plant in Texas, U.S. This agreement is expected to allow Linde Plc to strengthen its fuel and blue ammonia platform in supplying to the U.S. and international exports.