封面
市场调查报告书
商品编码
1681010

PEM电解槽市场 - 全球和区域分析:按最终用户、材料类型和区域 - 分析和预测(2025-2034)

PEM Electrolyzer Market - A Global and Regional Analysis: Focus on End User, Material Type, and Region - Analysis and Forecast, 2025-2034

出版日期: | 出版商: BIS Research | 英文 120 Pages | 商品交期: 1-5个工作天内

价格
简介目录

随着氨生产、精製工业、电力和能源储存、运输和甲醇生产等终端产业的需求不断增加,对 PEM电解槽的需求预计也会成长。

此外,在 2025-2034 年预测期内,PEM电解槽在绿色氢气生产中的应用越来越多,政府和私人公司对可再生能源的投资预计将进一步推动全球 PEM电解槽市场的发展。然而,缺乏氢气基础设施(例如氢气储存和运输)预计将阻碍未来市场的成长。

全球 PEM电解槽市场正处于成长阶段。燃料电池汽车销售的增加以及人们对脱碳和控制温室气体排放的兴趣日益浓厚,预计将推动市场成长。此外,终端用户产业的高需求和政府有关控制温室气体排放的法规不断加强,预计将增加对环保和永续燃料的需求,从而增强全球 PEM电解槽市场。此外,全球 PEM电解槽市场预计将受益于对绿色氢的不断增长的需求,这有望推动市场扩张。燃料电池电动车也刺激了对 PEM电解槽的需求。

对氢和绿氢的需求不断增长是人们对 PEM电解槽市场兴趣日益浓厚的主要驱动力。因此,这些材料在运输、精製、电力和能源储存等各行业越来越受欢迎。采用率正在显着增长的一个领域是氨生产,这为参与企业和市场参与企业都创造了机会。

此外,PEM电解槽对终端用户产业的影响是中到高的,由于氨产量、电动车和其他应用的增加,预计未来影响将会增加。

本报告研究了全球 PEM电解槽市场,并提供了市场概述以及最终用户、材料类型和地区的趋势,以及参与市场的公司概况。

目录

执行摘要

第一章市场:产业展望

  • 趋势:当前和未来的影响评估
  • 相关利益者分析
  • 市场动态概览
  • 监管状态
  • 专利分析
  • Start-Ups概况
  • 供应链分析
  • 价值链分析
  • 投资状况及研发趋势
  • 未来展望与市场蓝图
  • 行业诉求
  • 铱供需缺口对 PEM电解槽市场的影响
  • 2024 年至 2034 年全球铱需求分析(按地区、价值和资料)
  • 铱对 PEM电解槽的影响:现在与未来
  • 全球铱供需缺口
  • PEM电解槽市场情景:历史、现实与乐观,2024-2034 年
  • 详细分析 10 家领先的 PEM电解槽製造商为缓解铱供需缺口所采取的关键措施
  • PEM电解槽市场:平均价格分析

第二章 PEM电解槽市场(依应用)

  • 应用程式细分
  • 使用摘要
  • PEM电解槽市场(依最终用户划分)

第三章 PEM电解槽市场(依产品)

  • 产品细分
  • 产品摘要
  • PEM电解槽市场(依材质)

第四章 PEM电解槽市场(按地区)

  • PEM电解槽市场(按区域)
  • 北美洲
  • 欧洲
  • 亚太地区
  • 其他地区

第五章 市场竞争基准化分析与公司概况

  • 未来展望
  • 地理评估
  • 公司简介
    • Plug Power Inc.
    • Cummins Inc.
    • Siemens Energy AG
    • Ohmium International, Inc.
    • Hystar
    • Nel ASA
    • ITM Power PLC
    • Teledyne Energy Systems, Inc.
    • Elchemtech Co., Ltd.
    • Elogen
    • H-TEC SYSTEMS GmbH
    • H2GREEM SL
    • Oort Energy Ltd.
    • Verdagy
    • Angstrom Advanced Inc.
    • iGas energy GmbH
    • IMI Critical Engineering
    • Hitachi Zosen Corporation
    • Beijing SinoHy Energy Co., Ltd
    • Ningbo VET Energy Technology Co., Ltd.

第六章调查方法

简介目录
Product Code: MCN1357SB

Global PEM Electrolyzer Market: Industry Overview

The demand for PEM electrolyzers is anticipated to grow with the increasing demand from the end-use industries such as ammonia production, refining industry, power and energy storage, transportation, methanol production, and others. Furthermore, it is anticipated that during the projected period 2025-2034, the increasing adoption of PEM electrolyzers in generating green hydrogen and the investment from the government and private sector companies toward renewable energy is expected to further fuel the advancement of the global PEM electrolyzer market. However, the lack of hydrogen infrastructures, such as hydrogen storage and hydrogen transportation, is anticipated to hinder market growth in the upcoming future.

Market Lifecycle Stage

The global PEM electrolyzer market is in the growth phase. Rising sales of fuel cell vehicles and increasing focus on decarbonization and controlling greenhouse emissions are expected to boost market growth. Furthermore, due to high demand from the end-user industries and rising government regulations related to controlling GHG emissions are expected to increase the demand for eco-sustainable fuels, thereby bolstering the global PEM electrolyzer market. Moreover, the global PEM electrolyzer market is expected to benefit from the growing demand for green hydrogen, which would promote market expansion. The requirement for PEM electrolyzers is being stimulated by fuel cell electric vehicles as well.

Industrial Impact

  • Growing demand for hydrogen and green hydrogen is the main driving force behind the growing interest in the PEM electrolyzer market. As a result, these materials are getting prominence in a variety of industries, including transportation, refining industry, and power and energy storage, among others. One area where implementation has been significantly greater is ammonia production, which has created opportunities for both existing market participants and market entrants.
  • Furthermore, PEM electrolyzers have a moderate to high impact on end-user industries; however, in the upcoming future, with increased production of ammonia, electric vehicles, and other applications, the impact is anticipated to increase.

Market Segmentation:

Segmentation 1: by End User

  • Refining Industry
  • Power and Energy Storage
  • Ammonia Production
  • Methanol Production
  • Transportation
  • Others

Based on end users, ammonia production led the global PEM electrolyzer market in 2024.

Segmentation 2: by Material Type

  • Iridium
  • Platinum
  • Others

The global PEM electrolyzer market was led by platinum in terms of material type in 2024.

Segmentation 3: by Region

  • North America - U.S., Canada, and Mexico
  • Europe - Germany, France, Netherlands, Spain, U.K., and Rest-of-Europe
  • Asia-Pacific - China, Japan, India, South Korea, Australia, and Rest-of-Asia-Pacific
  • Rest-of-the-World- South America, and Middle East and Africa

In the global PEM electrolyzer market, Europe dominates the market due to the presence of several leading companies, such as Nel ASA, ITM Power PLC, and many more, along with a highly developed renewable energy market and growing sales of fuel cell vehicles.

Recent Developments in the Global PEM Electrolyzer Market

  • In March 2022, Elogen received an order of 1 MW proton exchange membrane (PEM) electrolyzer from Communaute d'Agglomeration Pau Bearn Pyrenees. Elogen would design and produce this PEM electrolyzer and would deliver it in the first half of 2023 to the Lescar wastewater treatment site.
  • In April 2022, Ohmium received an investment of around $45 million from one of its investors, Fenice Investment Group. The fund is expected to support the growth of the company and help it to increase the hydrogen manufacturing capacity from 500 MW to 2 GW annually by the end of 2022.
  • In July 2022, Plug Power Inc. signed a contract with an international energy company, Irving Oil, to supply a 5-megawatt (MW) containerized proton exchange membrane (PEM) electrolyzer system for the production and distribution of hydrogen at its Saint John, New Brunswick refinery in Canada.

Demand - Drivers and Limitations

The following are the demand drivers for the global PEM Electrolyzer market:

  • Rising Adoption of Fuel Cell Electric Vehicles (FCEVs)
  • Prevailing Research and Development Initiatives for Technological Advancements in PEM Electrolyzer
  • Increasing Demand for Green Hydrogen

The market is expected to face some limitations as well due to the following challenges:

  • High Energy Losses during Production Process
  • High Cost of Production due to the Use of Precious Metals in PEM Technology

How can this report add value to an organization?

Product/Innovation Strategy: The product segment helps the reader understand the different material types involved in the production of PEM electrolyzers. Moreover, the study provides the reader with a detailed understanding of the global PEM electrolyzer market based on the end user (refining industry, ammonia production, methanol production, power and energy storage, transportation, and others). PEM electrolyzers are gaining traction in end-user industries on the back of sustainability concerns and their high-power density properties. They are also being used for controlling GHG emissions.

Growth/Marketing Strategy: The global PEM electrolyzer market has seen major development by key players operating in the market, such as business expansions, partnerships, collaborations, mergers and acquisitions, and joint ventures. The favored strategy for the companies has been product developments, business expansions, and acquisitions to strengthen their position in the global PEM electrolyzer market. For instance, in May 2022, Ohmium signed a collaboration agreement with Politecnico di Torino University in Turin, Italy. Ohmium is focused on developing next-generation catalyst materials used in PEM electrolysis, and the collaboration is expected to help the company determine the requirements for future projects.

Competitive Strategy: Key players in the global PEM electrolyzer market analyzed and profiled in the study involve PEM electrolyzer manufacturers and the overall ecosystem. Moreover, a detailed competitive benchmarking of the players operating in the global PEM electrolyzer market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, acquisitions, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on inputs gathered from primary experts, analyzing company coverage, product portfolio, and market penetration.

Some of the established names in this market are:

Company Type (by End User)

  • Plug Power Inc
  • Nel ASA
  • Cummins. Inc.
  • ITM Power PLC
  • Hitachi Zosen Corporation
  • Elogen
  • Siemens Energy
  • Ningbo Vet Energy Technology Co., Ltd.

Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

  • 1.1 Trends: Current and Future Impact Assessment
  • 1.2 Stakeholder Analysis
    • 1.2.1 Use Case
    • 1.2.2 End User and Buying Criteria
  • 1.3 Market Dynamics Overview
    • 1.3.1 Market Drivers
    • 1.3.2 Market Restraints
    • 1.3.3 Market Opportunities
  • 1.4 Regulatory Landscape
  • 1.5 Patent Analysis
  • 1.6 Start-Up Landscape
  • 1.7 Supply Chain Analysis
  • 1.8 Value Chain Analysis
  • 1.9 Investment Landscape and R&D Trends
  • 1.10 Future Outlook and Market Roadmap
  • 1.11 Industry Attractiveness
  • 1.12 Impact of Iridium Demand-Supply Gap on the PEM Electrolyzer Market
  • 1.13 Global Iridium Demand Analysis (by Region), Value and Volume Data, 2024 to 2034
  • 1.14 Iridium Impact on PEM Electrolyzer: Current and Future
  • 1.15 Global Iridium Supply and Demand Gap
  • 1.16 PEM Electrolyzer Market Scenario: Historical vs Realistic vs Optimistic, MW, 2024-2034
  • 1.17 Detailed Analysis of Key Steps Taken by Key 10 PEM Electrolyzer Manufacturers to Mitigate Iridium Demand-Supply Gap
  • 1.18 PEM Electrolyzer Market: Average Pricing Analysis

2. PEM Electrolyzer Market (by Application)

  • 2.1 Application Segmentation
  • 2.2 Application Summary
  • 2.3 PEM Electrolyzer Market (by End-User)
    • 2.3.1 Refining Industry
    • 2.3.2 Power and Energy Storage
    • 2.3.3 Ammonia Production
    • 2.3.4 Methanol Production
    • 2.3.5 Transportation
    • 2.3.6 Others

3. PEM Electrolyzer Market (by Product)

  • 3.1 Product Segmentation
  • 3.2 Product Summary
  • 3.3 PEM Electrolyzer Market (by Material Type)
    • 3.3.1 Platinum
    • 3.3.2 Iridium
    • 3.3.3 Others

4. PEM Electrolyzer Market (by Region)

  • 4.1 PEM Electrolyzer Market (by Region)
  • 4.2 North America
    • 4.2.1 Regional Overview
    • 4.2.2 Driving Factors for Market Growth
    • 4.2.3 Factors Challenging the Market
    • 4.2.4 Key Companies
    • 4.2.5 Application
    • 4.2.6 Product
    • 4.2.7 U.S.
      • 4.2.7.1 Market by Application
      • 4.2.7.2 Market by Product
    • 4.2.8 Canada
      • 4.2.8.1 Market by Application
      • 4.2.8.2 Market by Product
    • 4.2.9 Mexico
      • 4.2.9.1 Market by Application
      • 4.2.9.2 Market by Product
  • 4.3 Europe
    • 4.3.1 Regional Overview
    • 4.3.2 Driving Factors for Market Growth
    • 4.3.3 Factors Challenging the Market
    • 4.3.4 Key Companies
    • 4.3.5 Application
    • 4.3.6 Product
    • 4.3.7 Germany
      • 4.3.7.1 Market by Application
      • 4.3.7.2 Market by Product
    • 4.3.8 France
      • 4.3.8.1 Market by Application
      • 4.3.8.2 Market by Product
    • 4.3.9 The Netherlands
      • 4.3.9.1 Market by Application
      • 4.3.9.2 Market by Product
    • 4.3.10 Spain
      • 4.3.10.1 Market by Application
      • 4.3.10.2 Market by Product
    • 4.3.11 U.K.
      • 4.3.11.1 Market by Application
      • 4.3.11.2 Market by Product
    • 4.3.12 Rest-of-Europe
      • 4.3.12.1 Market by Application
      • 4.3.12.2 Market by Product
  • 4.4 Asia-Pacific
    • 4.4.1 Regional Overview
    • 4.4.2 Driving Factors for Market Growth
    • 4.4.3 Factors Challenging the Market
    • 4.4.4 Key Companies
    • 4.4.5 Application
    • 4.4.6 Product
    • 4.4.7 China
      • 4.4.7.1 Market by Application
      • 4.4.7.2 Market by Product
    • 4.4.8 Japan
      • 4.4.8.1 Market by Application
      • 4.4.8.2 Market by Product
    • 4.4.9 India
      • 4.4.9.1 Market by Application
      • 4.4.9.2 Market by Product
    • 4.4.10 South Korea
      • 4.4.10.1 Market by Application
      • 4.4.10.2 Market by Product
    • 4.4.11 Australia
      • 4.4.11.1 Market by Application
      • 4.4.11.2 Market by Product
    • 4.4.12 Rest-of-Asia-Pacific
      • 4.4.12.1 Market by Application
      • 4.4.12.2 Market by Product
  • 4.5 Rest-of-the-World
    • 4.5.1 Regional Overview
    • 4.5.2 Driving Factors for Market Growth
    • 4.5.3 Factors Challenging the Market
    • 4.5.4 Key Companies
    • 4.5.5 Application
    • 4.5.6 Product
    • 4.5.7 South America
      • 4.5.7.1 Market by Application
      • 4.5.7.2 Market by Product
    • 4.5.8 Middle East and Africa
      • 4.5.8.1 Market by Application
      • 4.5.8.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

  • 5.1 Next Frontiers
  • 5.2 Geographic Assessment
  • 5.3 Company Profiles
    • 5.3.1 Plug Power Inc.
      • 5.3.1.1 Overview
      • 5.3.1.2 Top Products/Product Portfolio
      • 5.3.1.3 Top Competitors
      • 5.3.1.4 Target Customers
      • 5.3.1.5 Key Personnel
      • 5.3.1.6 Analyst View
      • 5.3.1.7 Market Share
    • 5.3.2 Cummins Inc.
      • 5.3.2.1 Overview
      • 5.3.2.2 Top Products/Product Portfolio
      • 5.3.2.3 Top Competitors
      • 5.3.2.4 Target Customers
      • 5.3.2.5 Key Personnel
      • 5.3.2.6 Analyst View
      • 5.3.2.7 Market Share
    • 5.3.3 Siemens Energy AG
      • 5.3.3.1 Overview
      • 5.3.3.2 Top Products/Product Portfolio
      • 5.3.3.3 Top Competitors
      • 5.3.3.4 Target Customers
      • 5.3.3.5 Key Personnel
      • 5.3.3.6 Analyst View
      • 5.3.3.7 Market Share
    • 5.3.4 Ohmium International, Inc.
      • 5.3.4.1 Overview
      • 5.3.4.2 Top Products/Product Portfolio
      • 5.3.4.3 Top Competitors
      • 5.3.4.4 Target Customers
      • 5.3.4.5 Key Personnel
      • 5.3.4.6 Analyst View
      • 5.3.4.7 Market Share
    • 5.3.5 Hystar
      • 5.3.5.1 Overview
      • 5.3.5.2 Top Products/Product Portfolio
      • 5.3.5.3 Top Competitors
      • 5.3.5.4 Target Customers
      • 5.3.5.5 Key Personnel
      • 5.3.5.6 Analyst View
      • 5.3.5.7 Market Share
    • 5.3.6 Nel ASA
      • 5.3.6.1 Overview
      • 5.3.6.2 Top Products/Product Portfolio
      • 5.3.6.3 Top Competitors
      • 5.3.6.4 Target Customers
      • 5.3.6.5 Key Personnel
      • 5.3.6.6 Analyst View
      • 5.3.6.7 Market Share
    • 5.3.7 ITM Power PLC
      • 5.3.7.1 Overview
      • 5.3.7.2 Top Products/Product Portfolio
      • 5.3.7.3 Top Competitors
      • 5.3.7.4 Target Customers
      • 5.3.7.5 Key Personnel
      • 5.3.7.6 Analyst View
      • 5.3.7.7 Market Share
    • 5.3.8 Teledyne Energy Systems, Inc.
      • 5.3.8.1 Overview
      • 5.3.8.2 Top Products/Product Portfolio
      • 5.3.8.3 Top Competitors
      • 5.3.8.4 Target Customers
      • 5.3.8.5 Key Personnel
      • 5.3.8.6 Analyst View
      • 5.3.8.7 Market Share
    • 5.3.9 Elchemtech Co., Ltd.
      • 5.3.9.1 Overview
      • 5.3.9.2 Top Products/Product Portfolio
      • 5.3.9.3 Top Competitors
      • 5.3.9.4 Target Customers
      • 5.3.9.5 Key Personnel
      • 5.3.9.6 Analyst View
      • 5.3.9.7 Market Share
    • 5.3.10 Elogen
      • 5.3.10.1 Overview
      • 5.3.10.2 Top Products/Product Portfolio
      • 5.3.10.3 Top Competitors
      • 5.3.10.4 Target Customers
      • 5.3.10.5 Key Personnel
      • 5.3.10.6 Analyst View
      • 5.3.10.7 Market Share
    • 5.3.11 H-TEC SYSTEMS GmbH
      • 5.3.11.1 Overview
      • 5.3.11.2 Top Products/Product Portfolio
      • 5.3.11.3 Top Competitors
      • 5.3.11.4 Target Customers
      • 5.3.11.5 Key Personnel
      • 5.3.11.6 Analyst View
      • 5.3.11.7 Market Share
    • 5.3.12 H2GREEM S.L.
      • 5.3.12.1 Overview
      • 5.3.12.2 Top Products/Product Portfolio
      • 5.3.12.3 Top Competitors
      • 5.3.12.4 Target Customers
      • 5.3.12.5 Key Personnel
      • 5.3.12.6 Analyst View
      • 5.3.12.7 Market Share
    • 5.3.13 Oort Energy Ltd.
      • 5.3.13.1 Overview
      • 5.3.13.2 Top Products/Product Portfolio
      • 5.3.13.3 Top Competitors
      • 5.3.13.4 Target Customers
      • 5.3.13.5 Key Personnel
      • 5.3.13.6 Analyst View
      • 5.3.13.7 Market Share
    • 5.3.14 Verdagy
      • 5.3.14.1 Overview
      • 5.3.14.2 Top Products/Product Portfolio
      • 5.3.14.3 Top Competitors
      • 5.3.14.4 Target Customers
      • 5.3.14.5 Key Personnel
      • 5.3.14.6 Analyst View
      • 5.3.14.7 Market Share
    • 5.3.15 Angstrom Advanced Inc.
      • 5.3.15.1 Overview
      • 5.3.15.2 Top Products/Product Portfolio
      • 5.3.15.3 Top Competitors
      • 5.3.15.4 Target Customers
      • 5.3.15.5 Key Personnel
      • 5.3.15.6 Analyst View
      • 5.3.15.7 Market Share
    • 5.3.16 iGas energy GmbH
      • 5.3.16.1 Overview
      • 5.3.16.2 Top Products/Product Portfolio
      • 5.3.16.3 Top Competitors
      • 5.3.16.4 Target Customers
      • 5.3.16.5 Key Personnel
      • 5.3.16.6 Analyst View
      • 5.3.16.7 Market Share
    • 5.3.17 IMI Critical Engineering
      • 5.3.17.1 Overview
      • 5.3.17.2 Top Products/Product Portfolio
      • 5.3.17.3 Top Competitors
      • 5.3.17.4 Target Customers
      • 5.3.17.5 Key Personnel
      • 5.3.17.6 Analyst View
      • 5.3.17.7 Market Share
    • 5.3.18 Hitachi Zosen Corporation
      • 5.3.18.1 Overview
      • 5.3.18.2 Top Products/Product Portfolio
      • 5.3.18.3 Top Competitors
      • 5.3.18.4 Target Customers
      • 5.3.18.5 Key Personnel
      • 5.3.18.6 Analyst View
      • 5.3.18.7 Market Share
    • 5.3.19 Beijing SinoHy Energy Co., Ltd
      • 5.3.19.1 Overview
      • 5.3.19.2 Top Products/Product Portfolio
      • 5.3.19.3 Top Competitors
      • 5.3.19.4 Target Customers
      • 5.3.19.5 Key Personnel
      • 5.3.19.6 Analyst View
      • 5.3.19.7 Market Share
    • 5.3.20 Ningbo VET Energy Technology Co., Ltd.
      • 5.3.20.1 Overview
      • 5.3.20.2 Top Products/Product Portfolio
      • 5.3.20.3 Top Competitors
      • 5.3.20.4 Target Customers
      • 5.3.20.5 Key Personnel
      • 5.3.20.6 Analyst View
      • 5.3.20.7 Market Share

6. Research Methodology