首页 > 市场调查报告书 > 工业机械

市场调查报告书

商品编码

1560880

全球绿氢电解槽市场 - 2024 - 2031

Global Green Hydrogen Electrolyzer Market - 2024 - 2031

出版日期: 2024年09月23日 | 出版商:

DataM Intelligence | 英文 210 Pages | 商品交期: 最快1-2个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

报告概述

2023年，全球绿色氢电解槽市场规模达22亿美元，预计2031年将达到179亿美元，2024-2031年预测期间复合年增长率为29.9%。

电解槽是一种旨在透过电解生产氢气的技术设备，电解是利用电能有效地将水分解为其组成成分氢和氧分子的过程。随着全球各产业和政府转向脱碳，绿色氢电解槽市场正经历强劲成长。

2023 年，印度政府启动了生产挂钩激励 (PLI) 计划，以促进国内电解槽的製造。该倡议是更广泛的绿氢转型策略干预（SIGHT）计画的关键组成部分，该计画旨在将印度定位为电解槽生产的全球领导者。

欧盟制定了雄心勃勃的气候目标，包括到2030 年将温室气体排放量减少至少55%，到2050 年实现气候中和。来实现生产绿色氢气。例如，德国的GET H2 Nukleus计画重点在于2030年建造一座700兆瓦的电解槽厂用于氢气设施。

市场动态

对清洁能源解决方案的需求不断增加

全球向永续和低碳能源的转变是电解槽市场的重要驱动力。政府和产业越来越认识到绿色氢在难以减少的产业脱碳中的作用。

欧盟承诺在 2050 年实现气候中和，这导致了对氢基础设施的大量投资。欧盟氢能战略的目标是到 2030 年生产 1,000 万吨可再生氢，从而推动电解槽的需求。

绿氢能投资蓬勃发展

绿氢的多功能性正在释放各领域的广泛应用，包括交通、工业流程和能源生产。这推动了对电解槽的需求。在交通运输领域，氢燃料电池越来越受到关注，日本和德国等国家处于将氢能纳入公共运输系统的最前线。

全球氢计画投资也在激增。 2023年，投资达5,700亿美元，较上年成长31%。这一成长凸显了对氢作为清洁能源转型关键组成部分的不断扩大的承诺。

安全问题与公众认知挑战

氢气是一种高度易燃气体，在生产、储存和运输过程中存在安全风险。虽然这些风险可以透过适当的设计和处理程序来管理，但它们仍然会限制氢电解槽在某些应用中的广泛采用。

2019年，挪威Kjorbo的一个加油站的储氢槽发生爆炸。这起事件是由储存设施洩漏引起的，引发了几公里外的大规模爆炸，造成两人受伤，并促使全国各地的加氢站暂时关闭。这起事件导致大众对氢安全的信心大幅下降，事件发生后几个月内挪威氢汽车销量暴跌 70% 以上。

细分市场分析

全球绿色氢电解槽市场根据类型、容量、应用和地区进行细分。

操作灵活性和紧凑设计推动 PEM 电解槽的发展

预计在 2024 年至 2031 年预测期内，聚合物电解质膜 (PEM) 电解槽将成为主导细分市场，占超过 35% 的市场份额。这一显着增长是由该技术与再生能源有效整合的能力推动的，使得 PEM 电解槽因其高效率和对波动功率输入的适应性而成为市场的主导者。

与传统碱性电解槽相比，PEM 电解槽具有明显的优势，包括卓越的效率（尤其是在较小规模的情况下）以及有利于城市和空间受限应用的紧凑设计。这些功能不仅提高了它们的运作效率，而且使它们成为新兴的绿氢产业的首选。

市场地域占有率

亚太地区主要经济体的需求不断成长

亚太地区预计将主导全球绿色氢电解槽市场，占据相当大的市场份额。中国、印度和澳洲占据了亚太地区绿氢需求的大部分。中国引领全球绿氢市场，产量达2,000万吨，占全球产量的显着份额。

同样，印度的目标是到 2070 年实现净零排放，并推出了生产挂钩激励 (PLI) 计划以促进电解槽的本地製造。在大量投资和该国对清洁能源的承诺的推动下，印度的绿色氢电解槽市场预计将从 2030 年的 40 亿美元增长到 2050 年的 780 亿美元。

市场竞争格局

市场的主要全球参与者包括 Bloom Energy、Cummins Inc.、Green Hydrogen Systems、H-TEC SYSTEMS GmbH、Hysata、ITM Power PLC、Nel ASA、Next Hydrogen、Ohmium 和西门子 AG。

可持续性分析

与化石燃料生产的氢气相比，透过电解槽由再生能源生产的绿色氢气可减少高达 95% 的温室气体排放。据氢能委员会称，与传统方法相比，生产 1 公斤绿色氢气可减少约 10 公斤二氧化碳排放量

绿氢提供了高密度的储能解决方案。典型的 PEM 电解槽系统可将高达 80% 的电力输入转换为氢能，而电池等传统储能技术的转换率约为 60%。在英国，「HyDeploy」计画利用绿氢与电网中的天然气混合，展示了氢如何稳定能源供应并增强再生能源的整合

电解槽有助于在高产量期间吸收多余的可再生能源，并将其以氢气的形式储存。此能力对于平衡电网和确保再生能源的稳定供应至关重要。例如，德国「H2未来」计画将电解槽与风电结合，利用剩余能源，支持电网稳定

俄罗斯-乌克兰战争影响

战争导致全球能源价格大幅波动，尤其是天然气价格。天然气是透过蒸汽甲烷重整（SMR）生产氢气的重要原料，其价格波动直接影响氢气生产成本。随着天然气价格飙升，生产氢气的成本增加，使得绿氢计画在经济上较不可行。衝突初期，欧洲天然气价格飙升超过200%。这种急剧增加使得氢气生产更加昂贵，并对依赖传统能源的氢气专案带来了财务压力。

此外，这场战争导致全球供应链严重中断，特别影响了电解槽製造所需的原料和零件的采购。电解槽对于生产绿色氢气至关重要，需要各种特殊材料，包括稀土金属和精密零件。由于贸易限制、基础设施受损和后勤挑战，战争阻碍了这些材料的流动。

类型

聚合物电解质膜（PEM）电解槽

碱性水电解槽

固态氧化物电解槽

容量

低（高达 500kW）

中型（500kW-2,000kW）

高（2,000kW以上）

应用

发电厂

钢铁厂

电子和光伏

工业气体

FCEV 的储能或燃料

电转气

活力

其他的

地区

北美洲

我们

加拿大

墨西哥

欧洲

德国

英国

法国

义大利

西班牙

欧洲其他地区

南美洲

巴西

阿根廷

南美洲其他地区

亚太

中国

印度

日本

澳洲

亚太其他地区

中东和非洲

主要进展

2024 年，西门子能源公司获得了一份合同，为德国埃姆登的一家绿色氢工厂提供 280 兆瓦电解系统，该工厂由公用事业公司 EWE 运营。该厂将于 2027 年启动，每年将生产高达 26,000 吨绿色氢气，每年可望减少钢铁等产业约 80 万吨二氧化碳排放量。西门子能源公司的 PEM 技术以其再生能源的效率和灵活性而闻名，该技术将在其柏林千兆瓦工厂生产的电堆中得到应用。

作为与张家口市交通建设投资控股集团合资企业的一部分，壳牌将于 2022 年在中国张家口启动全球最大的氢电解槽之一的运营。这座 20 兆瓦电解槽在 2022 年冬季奥运前开始生产，为赛事使用的燃料电池车提供绿色氢气。该合资公司计划在未来两年内将电解槽产能扩大至60兆瓦。

为什么购买报告？

根据类型、容量、应用和区域可视化全球绿色氢电解槽市场细分，并了解关键商业资产和参与者。

透过分析趋势和共同开发来识别商业机会。

Excel资料表包含所有细分市场的绿色氢电解槽市场的大量资料点。

PDF 报告由详尽的质性访谈和深入研究后的综合分析组成。

产品映射以 Excel 形式提供，包含所有主要参与者的关键产品。

全球绿色氢电解槽市场报告将提供约65张表格、58张图表和210页。

2024 年目标受众

製造商/买家

产业投资者/投资银行家

研究专业人员

新兴公司

The electrolyzer is a technological apparatus designed to produce hydrogen through electrolysis, a process that efficiently separates water into its constituent hydrogen and oxygen molecules using electrical energy. As industries and governments globally shift toward decarbonization, the green hydrogen electrolyzer market is experiencing robust growth.

In 2023, the government of India launched a Production Linked Incentive (PLI) scheme to bolster the domestic manufacturing of electrolyzers. This initiative is a key component of the broader Strategic Interventions for Green Hydrogen Transition (SIGHT) program, which seeks to position India as a global leader in electrolyzer production.

The European Union has set ambitious climate targets, including reducing greenhouse gas emissions by at least 55% by 2030 and achieving climate neutrality by 2050. It has driven the adoption of renewable energy sources and the development of a hydrogen economy, which relies on electrolyzers to produce green hydrogen. For instance, Germany's GET H2 Nukleus project focuses on building a 700 MW electrolyzer plant for hydrogen production facility by 2030.

Market Dynamics

Increasing Demand for Clean Energy Solutions

The global shift towards sustainable and low-carbon energy sources is a significant driver for the electrolyzer market. Governments and industries are increasingly recognizing the role of green hydrogen in decarbonizing hard-to-abate sectors.

The European Union's commitment to achieving climate neutrality by 2050 has led to substantial investments in hydrogen infrastructure. The EU Hydrogen Strategy aims for 10 million tons of renewable hydrogen production by 2030, driving demand for electrolyzers.

Booming Investment for Green Hydrogen

Green hydrogen's versatility is unlocking a wide range of applications across various sectors, including transportation, industrial processes and energy generation. This is driving up the demand for electrolyzers. In the transportation sector, hydrogen fuel cells are gaining traction, with countries like Japan and Germany at the forefront of efforts to integrate hydrogen into public transport systems.

Global investments in hydrogen projects are also surging. In 2023, investments reached $570 billion, a 31% increase from the previous year. This growth underscores the expanding commitment to hydrogen as a key component of the clean energy transition.

Safety Concerns and Public Perception Challenges

Hydrogen is a highly flammable gas, which presents safety risks during its production, storage and transportation. While these risks can be managed with proper design and handling procedures, they can still act as a constraint on the widespread adoption of hydrogen electrolyzers in certain applications.

In 2019, a hydrogen storage tank exploded at a fueling station in Kjorbo, Norway. The incident, caused by a leak in the storage facility, resulted in a massive explosion that was felt several kilometers away, causing injuries to two people and prompting the temporary closure of hydrogen refueling stations across the country. This event led to a substantial decrease in public confidence in hydrogen safety, with hydrogen vehicle sales in Norway plummeting by over 70% in the months following the incident.

Market Segment Analysis

The global green hydrogen electrolyzer market is segmented based on type, capacity, application and region.

Operational Flexibility & Compact Design Drives PEM Electrolyzer Growth

The Polymer Electrolyte Membrane (PEM) electrolyzer is expected to be the dominant segment with over 35% of the market during the forecast period 2024-2031. The significant growth is driven by the technology's ability to efficiently integrate with renewable energy sources, making PEM electrolyzers a dominant player in the market due to their high efficiency and adaptability to fluctuating power inputs.

PEM electrolyzers offer distinct advantages over traditional alkaline electrolyzers, including superior efficiency, particularly at smaller scales and a compact design that is advantageous for urban and space-constrained applications. These features not only enhance their operational efficiency but also position them as a preferred choice in the burgeoning green hydrogen sector.

Market Geographical Share

Growing Demand from the Top Economies in Asia-Pacific

Asia-Pacific is expected to dominate the global green hydrogen electrolyzer market, covering over significant share in the market. China, India and Australia account for most of Asia-Pacific's green hydrogen demand. China leads the global green hydrogen market, accounting for a notable share of global production with a 20-million-ton output.

Similarly, India aims to achieve net zero emissions by 2070 and has introduced a Production-Linked Incentive (PLI) scheme to boost local manufacturing of electrolyzers. India's green hydrogen electrolyzer market is projected to grow from US$ 4 billion in 2030 to US$ 78 billion by 2050, driven by substantial investments and the country's commitment to clean energy.

Market Competitive Landscape

The major global players in the market include Bloom Energy, Cummins Inc., Green Hydrogen Systems, H-TEC SYSTEMS GmbH, Hysata, ITM Power PLC, Nel ASA, Next Hydrogen, Ohmium and Siemens AG.

Sustainability Analysis

Green hydrogen produced from renewable energy sources through electrolyzers can reduce greenhouse gas emissions by up to 95% compared to hydrogen produced from fossil fuels. According to the Hydrogen Council, producing 1 kg of green hydrogen can result in a reduction of approximately 10 kg of CO2 emissions compared to conventional methods

Green hydrogen provides a high-density energy storage solution. A typical PEM electrolyzer system can convert up to 80% of the electricity input into hydrogen energy, compared to around 60% for traditional energy storage technologies like batteries. In the UK, the "HyDeploy" project uses green hydrogen to blend with natural gas in the grid, demonstrating how hydrogen can stabilize the energy supply and enhance the integration of renewable energy sources

Electrolyzers help to absorb excess renewable energy during periods of high production and store it in the form of hydrogen. The capability is crucial for balancing the grid and ensuring a stable supply of renewable energy. For example, Germany's "H2 Future" project integrates electrolyzers with wind power to utilize surplus energy, supporting grid stability

Russia-Ukraine War Impact

The war has caused significant fluctuations in global energy prices, particularly natural gas. Natural gas is a crucial feedstock in the production of hydrogen through steam methane reforming (SMR) and its price volatility directly impacts the cost of hydrogen production. As natural gas prices soar, the cost of producing hydrogen increases, making green hydrogen projects less economically viable. During the initial phase of the conflict, natural gas prices in Europe skyrocketed by more than 200%. This sharp increase has made hydrogen production more expensive and has put financial pressure on hydrogen projects reliant on traditional energy sources.

Furthermore, this war has led to severe disruptions in global supply chains, particularly affecting the procurement of raw materials and components essential for the manufacturing of electrolyzers. Electrolyzers, which are crucial for producing green hydrogen, require various specialized materials, including rare earth metals and precision components. The war has hindered the flow of these materials due to trade restrictions, damaged infrastructure and logistical challenges.

Type

Polymer Electrolyte Membrane (PEM) electrolyzer

Alkaline Water Electrolyzer

Solid Oxide Electrolyzer

Capacity

Low (Up to 500kW)

Medium (500kW-2,000kW)

High (More than 2,000kW)

Application

Power Plants

Steel Plant

Electronics and Photovoltaics

Industrial Gases

Energy Storage or Fueling for FCEV's

Power to Gas

Energy

Others

Region

North America

Canada

Mexico

Europe

Germany

France

Italy

Spain

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 2024, Siemens Energy has secured a contract to supply a 280-megawatt electrolysis system for a green hydrogen plant in Emden, Germany, operated by utility EWE. Set to start in 2027, the plant will produce up to 26,000 tons of green hydrogen annually, potentially reducing CO2 emissions by around 800,000 tons per year in industries like steel. Siemens Energy's PEM technology, known for its efficiency and flexibility with renewable energy, will be utilized, with stacks produced at its Berlin gigawatt factory.

In 2022, Shell has launched operations at one of the world's largest hydrogen electrolyzers in Zhangjiakou, China, as part of a joint venture with Zhangjiakou City Transport Construction Investment Holding Group. The 20-megawatt electrolyzer, which began production ahead of the 2022 Winter Olympic Games, supplied green hydrogen for fuel cell vehicles used at the event. The joint venture plans to expand the electrolyzer capacity to 60 megawatts in the next two years.

Why Purchase the Report?

To visualize the global green hydrogen electrolyzer market segmentation based on type, capacity, 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 the green hydrogen electrolyzer market 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 green hydrogen electrolyzer market report would provide approximately 65 tables, 58 figures and 210 pages.

Target Audience 2024

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 Type
3.2. Snippet by Capacity
3.3. Snippet by Application
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Increasing Demand for Clean Energy Solutions
  - 4.1.1.2. Booming Investment for Green Hydrogen
- 4.1.2. Restraints
  - 4.1.2.1. Safety Concerns and Public Perception 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 Impact Analysis
5.6. DMI Opinion

6. By Type

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 6.1.2. Market Attractiveness Index, By Type
6.2. Polymer Electrolyte Membrane (PEM) electrolyzer
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. Alkaline Water Electrolyzer
6.4. Solid Oxide Electrolyzer

7. By Capacity

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 7.1.2. Market Attractiveness Index, By Capacity
7.2. Low (Up to 500kW)
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Medium (500kW-2,000kW)
7.4. High (More than 2,000kW)

8. 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. Power Plants
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Steel Plant
8.4. Electronics and Photovoltaics
8.5. Industrial Gases
8.6. Energy Storage or Fueling for FCEV's
8.7. Power to Gas
8.8. Others

9. Sustainability Analysis

9.1. Environmental Analysis
9.2. Economic Analysis
9.3. Governance Analysis

10. By Region

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2. Market Attractiveness Index, By Region
10.2. North America
- 10.2.1. Introduction
- 10.2.2. Key Region-Specific Dynamics
- 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1. US
  - 10.2.6.2. Canada
  - 10.2.6.3. Mexico
10.3. Europe
- 10.3.1. Introduction
- 10.3.2. Key Region-Specific Dynamics
- 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1. Germany
  - 10.3.6.2. UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Spain
  - 10.3.6.6. Rest of Europe
- 10.3.7. South America
- 10.3.8. Introduction
- 10.3.9. Key Region-Specific Dynamics
- 10.3.10. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.3.11. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 10.3.12. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.3.13. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.13.1. Brazil
  - 10.3.13.2. Argentina
  - 10.3.13.3. Rest of South America
10.4. Asia-Pacific
- 10.4.1. Introduction
- 10.4.2. Key Region-Specific Dynamics
- 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1. China
  - 10.4.6.2. India
  - 10.4.6.3. Japan
  - 10.4.6.4. Australia
  - 10.4.6.5. Rest of Asia-Pacific
10.5. Middle East and Africa
- 10.5.1. Introduction
- 10.5.2. Key Region-Specific Dynamics
- 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
- 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Competitive Landscape

11.1. Competitive Scenario
11.2. Market Positioning/Share Analysis
11.3. Mergers and Acquisitions Analysis

12. Company Profiles

12.1. Bloom Energy*
- 12.1.1. Company Overview
- 12.1.2. Type Portfolio and Description
- 12.1.3. Financial Overview
- 12.1.4. Key Developments
12.2. Cummins Inc.
12.3. Green Hydrogen Systems
12.4. H2U Technologies, Inc.
12.5. Hysata
12.6. ITM Power PLC
12.7. Nel ASA
12.8. Next Hydrogen
12.9. Ohmium
12.10. Siemens AG (*LIST NOT EXHAUSTIVE)