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全球重整甲醇燃料电池 (RFMC) 市场 - 2023-2030

Global Reformed Methanol Fuel Cell (RFMC) Market - 2023-2030

出版日期: 2023年10月18日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

全球重整甲醇燃料电池 (RFMC) 市场将于 2022 年达到 21 亿美元，预计到 2030 年将达到 59 亿美元，2023-2030 年预测期间复合年增长率为 16.2%。

由于对清洁高效能电源的需求不断增加，全球改革甲醇燃料电池市场正在快速成长。甲醇的生产来源多种多样，包括天然气、煤炭、生物质、垃圾掩埋气体和工业排放物。原料选择的多样性使甲醇成为一种用途广泛且易于获得的清洁能源。甲醇还可以用生物质等再生资源生产，进一步增强其环境永续性并减少碳足迹。

由于适用于船舶，甲醇作为船用燃料越来越受欢迎。它的成长是由国际监管变化推动的，这些变化对海运业施加了更严格的排放标准。甲醇的优点包括无硫、排放量低、与船用馏分燃料相比具有成本优势，并且与液化天然气或柴油相比，在国际海事组织(IMO) 能源效率设计指数(EEDI) 上获得更高的分数。这些好处使甲醇成为航运业有吸引力的选择，促进了市场的成长。

亚太地区预计将成为改革后的甲醇燃料电池市场最大的地区。甲醇作为运输燃料在全球范围内获得了巨大的关注。据「甲醇研究所」报告称，尤其是中国，已率先在其现有轿车、卡车和巴士中使用甲醇作为清洁燃烧燃料。甲醇约占中国交通运输燃料总量的7%。中国数十万辆汽车已改用高比例甲醇燃料，包括纯甲醇 (M100) 和 M85（85% 甲醇和 15% 汽油的混合物），这表明汽车行业对甲醇的接受度不断提高。

动力学

清洁能源需求

随着电动车对清洁能源的需求不断增长，对改良甲醇燃料电池的需求也随之增加，汽车产业正经历一场绿色革命，努力减少温室气体排放和污染。交通运输，特别是由内燃机驱动的车辆，对排放产生很大影响。全球各国政府都在推动寻找更干净的替代方案来应对气候变迁。

甲醇在燃料电池（包括改良甲醇燃料电池）的发展中发挥着至关重要的作用。燃料电池利用甲醇作为氢载体，使其成为包括车辆推进在内的各种应用的理想选择。甲醇的化学式为CH3OH，含有大量的氢，比正常条件下任何其他稳定液体都多。

例如，吉利控股集团旗下新能源商用车品牌法瑞森汽车推出了法瑞森G卡车产品系列，包括法瑞森G纯电动重卡、法瑞森G甲醇混合动力重卡、法瑞森G甲醇混合动力重卡三款创新新能源产品。Farizon G改造甲醇燃料电池重卡。这些卡车基于Farizon开发的先进GXA-T架构，旨在为即将到来的第十九届杭州亚运会期间的物流营运做出重大贡献。

扩大甲醇作为氢载体的用途

改良甲醇燃料电池不断增长的需求可归因于氢载体。甲醇被认为是一种极其有效的氢载体，在单一醇分子中包装了大量的氢。它的特点使其成为一种实用且有效的储存和运输氢气的方法。与气态氢不同，甲醇在环境条件下是液体，这简化了其处理、储存和运输。可以利用支持全球甲醇贸易的现有基础设施来实现这些目的。

甲醇重整器可以在使用时按需产生氢气。它消除了与储存和运输气态氢作为燃料的物流相关的复杂性和高成本。例如，e1 将宣布与亚洲重要的重型 (HD) 卡车製造商建立新的合作伙伴关係。双方合作的重点可能是将 e1 的甲醇制氢产生器技术整合到 HD 卡车中，进一步扩大其技术在运输领域的应用。

应对一氧化碳挑战

改良氢燃料电池市场可能会受到改良氢燃料电池的显着影响，这主要与甲醇重整产生的氢气中存在一氧化碳（CO）有关。对于在低于 100 °C 的温度下运行的质子交换膜 (PEM) 燃料电池催化剂来说，CO 是一种毒物。当氢燃料中存在 CO 时，会显着降低 PEM 燃料电池的性能和效率。这是一个至关重要的问题，因为包括汽车燃料电池在内的许多燃料电池应用都在这个温度范围内运作。

为了在质子交换膜燃料电池中使用透过甲醇重整产生的氢气，必须对重整气体进行清洁以去除二氧化碳。额外的清洁步骤会降低该过程的整体效率。去除二氧化碳需要能源和资源，导致整个氢气生产过程的效率较低。研究人员正在积极研究解决方案，以最大限度地减少或消除重整氢中的二氧化碳，以提高燃料电池系统的性能和效率。

The global reform methanol fuel cell market is growing rapidly due to the increasing demand for clean and efficient power sources. Methanol can be produced from various sources, including natural gas, coal, biomass, landfill gas and industrial emissions. It diversity of feedstock options makes methanol a versatile and readily available clean energy source. Methanol can also be produced from renewable resources like biomass, further enhancing its environmental sustainability and reducing its carbon footprint.

Methanol is gaining traction as a marine fuel due to its suitability for ships. It growth is driven by international regulatory changes that impose stricter emissions standards on the maritime industry. Methanol's advantages include being sulfur-free, producing low emissions, offering cost advantages compared to marine distillate fuel and achieving a higher score on the International Maritime Organization's (IMO) energy efficiency design index (EEDI) compared to LNG or diesel. The benefits make methanol an attractive option for the shipping sector, contributing to the market's growth.

Asia-Pacific is expected to be the largest region in the reformed methanol fuel cell market. Methanol has gained significant traction as a transportation fuel globally. According to the "Methanol Institute" report, China, in particular, has taken the lead in using methanol as a clean-burning fuel in its existing cars, trucks and buses. Approximately 7% of China's total transportation fuel pool is represented by methanol. The conversion of hundreds of thousands of vehicles in China to run on high-proportion methanol fuels, including neat methanol (M100) and M85 (a blend of 85% methanol and 15% gasoline), demonstrates the growing acceptance of methanol in the automotive sector.

Dynamics

Clean Energy Demand

With the growing demand for clean energy in EVs increasing the demand for reformed methanol fuel cells, the automotive industry is undergoing a green revolution as it strives to reduce greenhouse gas emissions and pollution. Transportation, particularly vehicles powered by internal combustion engines, contributes significantly to emissions. Governments globally are pushing for cleaner alternatives to combat climate change.

Methanol plays a crucial role in the development of fuel cells, including reformed methanol fuel cells. The fuel cells utilize methanol as a hydrogen carrier, making it an ideal option for various applications, including vehicle propulsion. Methanol, with its chemical formula CH3OH, contains a significant amount of hydrogen, more than any other stable liquid under normal conditions.

For instance, Farizon Auto, a new energy commercial vehicle brand under the Geely Holding Group, has introduced the Farizon G Truck Product Series featuring three innovative new energy products: the Farizon G pure electric heavy truck, the Farizon G methanol hybrid heavy truck and the Farizon G reformed methanol fuel cell heavy truck. The trucks, based on the advanced GXA-T architecture developed by Farizon, are designed to contribute significantly to logistics operations during the upcoming 19th Hangzhou Asian Games.

Expanding Use of Methanol as a Hydrogen Carrier

The growing demand for reformed methanol fuel cells can be attributed to a hydrogen carrier. Methanol is recognized as an extremely efficient hydrogen carrier, packing a significant amount of hydrogen within a single alcohol molecule. It feature makes it a practical and efficient means of storing and transporting hydrogen. Unlike gaseous hydrogen, methanol is a liquid at ambient conditions, which simplifies its handling, storage and transportation. Existing infrastructure supporting the global trade of methanol can be leveraged for these purposes.

Methanol reformers can generate hydrogen on demand at the point of use. It eliminates the complexity and high costs associated with the logistics of storing and transporting gaseous hydrogen as a fuel. For instance, e1 is set to announce a new partnership with a significant Asian vehicle manufacturer of heavy-duty (HD) trucks. It partnership is likely to focus on the integration of e1's methanol to H2-generator technology into HD trucks, further expanding the application of their technology in the transportation sector.

Addressing Carbon Monoxide Challenges

The reformed hydrogen fuel cell market can be significantly impacted by the, reformed hydrogen fuel cells primarily related to the presence of carbon monoxide (CO) in the hydrogen produced through methanol reforming. CO is a poison for proton exchange membrane (PEM) fuel cell catalysts operating at temperatures below 100 °C. When CO is present in the hydrogen fuel, it can significantly degrade the performance and efficiency of PEM fuel cells. It is a critical concern because many fuel cell applications, including automotive fuel cells, operate in this temperature range.

To use hydrogen produced through methanol-reforming in PEM fuel cells, the reformed gas must be cleaned to remove CO. It additional cleaning step reduces the overall efficiency of the process. Energy and resources are required to remove CO, making the overall hydrogen production process less efficient. Researchers are actively working on solutions to minimize or eliminate CO in reformed hydrogen to improve the performance and efficiency of fuel cell systems.

Segment Analysis

The global reformed methanol fuel cell market is segmented based on component, application and region.

Methanol Reformers: Pioneering Clean Energy in the Reformed Methanol Fuel Cell Market

Methanol reformer is the major component in the methanol-reformed fuel cell market, methanol reformers efficiently produce hydrogen gas (H2) from methanol (CH3OH) and water (H2O). It hydrogen can then be used as a clean fuel source for fuel cells to generate electricity. Methanol reformers are suitable for a variety of applications, including portable electronic devices, backup power systems, stationary power generation and transportation. Its versatility has expanded their market reach.

Ongoing research and development efforts have improved the efficiency and reliability of methanol reformers. The advancements have contributed to the growth of the methanol-reformer segment in the reformed methanol fuel cell market. Methanol can be distributed using existing fuel supply chains, making it readily available for various end-users and applications.

Geographical Penetration

Asia-Pacific's Growing Role in the Reformed Methanol Fuel Cell Market

Asia-Pacific is experiencing significant growth in the reformed methanol fuel cell market. The Chinese government has set ambitious carbon goals, including reaching carbon neutrality by 2060. To achieve these targets, China is actively exploring alternative fuels like methanol. The government's support for methanol cars and related industries demonstrates its commitment to this transition.

In 2019, the Chinese national government released a policy supporting methanol fuel, particularly in public transport, taxis and government vehicles. Local officials have also started offering subsidies to methanol car buyers and supporting gas stations in providing methanol fuel. Also, the number of EVs in region has grown significantly in the past decade, while methanol cars are still relatively limited in number.

Competitive Landscape

The major global players in the market include: SFC Energy AG, EFOY Pro, SerEnergy A.S, Blue World Technologies, Fujikura Ltd., Toshiba Corporation, Oorja photonics inc., ULTRACELL LLC.

COVID-19 Impact Analysis:

COVID-19 pandemic made a significant impact on the methanol fuel cell market, pandemic led to a significant reduction in demand for hydrogen, particularly in sectors such as oil refining, the chemical industry and steel manufacturing. The industries, which are major consumers of hydrogen, experienced disruptions and reduced production due to lockdowns and decreased economic activity. As a result, demand for key chemicals produced using hydrogen, including methanol, dropped by 7%.

Prior to the pandemic, there was strong momentum in the development and adoption of low-carbon forms of hydrogen, including hydrogen fuel-cell vehicles and electrolysis capacity. However, the crisis disrupted supply chains, delayed projects and impacted investment in these technologies. Sales of hydrogen fuel-cell vehicles and the deployment of electrolyzer capacity faced challenges, potentially slowing down the growth of these sectors.

Russia-Ukraine War Impact

The Russia-Ukraine war made a significant impact on the reformed methanol fuel cell market. The conflict in Ukraine has drawn attention to the importance of an orderly energy transition, especially in the maritime industry. With international environmental regulations becoming more stringent, there is a growing need for cleaner marine fuels and methanol is emerging as a viable option.

The Russia-Ukraine conflict has raised concerns about energy security, especially for the European Union (EU), a major buyer of Russian gas. Countries, particularly Germany, are reconsidering their reliance on cheap Russian gas and exploring alternative energy sources, including cleaner marine fuels like methanol. War has underscored the importance of an orderly energy transition, driving interest in cleaner marine fuels like methanol.

By Component

Methanol reformer
Fuel cell stack
Membrane
Cathode and anode
Bipolar plates

By Application

Portable
Stationary
Transportation
Military Vehicle
Others

By Region

North America
- U.S.
- Canada
- Mexico

Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe

South America
- Brazil
- Argentina
- Rest of South America

Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific

Middle East and Africa

Key Developments

In June 2023, Farizon Auto, a new energy commercial vehicle brand under Geely Holding Group, introduced three new energy heavy trucks as part of its Farizon G Truck Product Series. The trucks represent advancements in sustainable transportation. It heavy truck utilizes reformed methanol fuel cell technology, showcasing a commitment to innovative solutions in the field of new energy vehicles. It likely combines the advantages of methanol fuel cells with reformed methanol for improved efficiency and reduced emissions.
In May 2022, Aalborg University and Blue World Technologies collaborated on a hybrid reformed methanol fuel cell system combining a methanol fuel cell and a battery for telecom power backup. With the global telecommunications industry's growing power demands, especially with 5G technology, this hybrid system aims to provide a greener and more efficient solution than traditional backup systems. Methanol fuel cells offer a practical and environmentally friendly approach to ensure network stability.
In July 2023, German fuel cell supplier SFC Energy (SFC) initiated the production of hydrogen and methanol fuel cells at its manufacturing facility in New Delhi/Gurgaon, India. It development underscores the growing importance of fuel cell technology and its role in decarbonizing industry and energy production, particularly in the context of India's sustainable manufacturing goals.

Why Purchase the Report?

To visualize the global reformed methanol fuel cell market segmentation based on component, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of reformed methanol fuel cell market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global reformed methanol fuel cell market report would provide approximately 48 tables, 49 figures and 195 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Component
3.2. Snippet By Application
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Clean Energy Demand
  - 4.1.1.2. Expanding the Use of Methanol as a Hydrogen Carrier
- 4.1.2. Restraints
  - 4.1.2.1. Addressing Carbon Monoxide Challenges
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia - Ukraine War Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Component

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 7.1.2. Market Attractiveness Index, By Component
7.2. Methanol Reformer*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Fuel Cell Stack
7.4. Membrane
7.5. Cathode and Anode
7.6. Bipolar Plates

8. By Application

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2. Market Attractiveness Index, By Application
8.2. Portable*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Stationary
8.4. Transportation
8.5. Military Vehicle
8.6. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. SFC Energy AG*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. EFOY Pro
11.3. SerEnergy A.S
11.4. Blue World Technologies
11.5. Fujikura Ltd.
11.6. Toshiba Corporation
11.7. Oorja Photonics Inc.
11.8. ULTRACELL LLC

LIST NOT EXHAUSTIVE

12. Appendix

12.1. About Us and Services
12.2. Contact Us

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