全球氢市场：监管框架和增长机会

预计工业部门的脱碳和碳中和目标将促进政府对氢能经济的投资。

本报告研究和分析全球氢市场，提供有关战略要务、增长机会以及国家氢战略和法规的信息。

内容

战略要务

成长环境与范围

• 国家氢能战略时间表
• 每个国家/地区的氢能政策和法规摘要

增长机会分析

• 调查目的
• 调查范围和排除项
• 本次调查回答的关键问题
• 脱碳的五个关键支柱
• 氢未来零碳能源载体
• 政府对氢的反应
• 氢的色谱及其形成途径
• 氢价值链
• 氢生态系统
• 增长驱动力
• 抑制增长的因素

国家概况 - 澳大利亚

• 澳大利亚
• 澳大利亚 - 氢能战略

国家概况 - 加拿大

• 加拿大
• 加拿大 - 氢能战略

国家概况 - 智利

• 智利
• 智利 - 氢能战略

国家概况 - 中国

• 中国
• 中国 - 氢能战略

国家概况 - 丹麦

• 丹麦
• 丹麦 - 氢能战略

国家概况 - 法国

• 法国
• 法国 - 氢能战略

国家概况 - 德国

• 德国
• 德国 - 氢能战略

国家概况 - 印度

• 印度
• 印度 - 氢能战略

国家概况 - 意大利

• 意大利
• 意大利 - 氢能战略

国家概况 - 日本

• 日本
• 日本 - 氢能战略

国家概况 - 荷兰

• 荷兰
• 荷兰 - 氢能战略

国家概况 - 挪威

• 挪威
• 挪威 - 氢能战略

国家概况 - 沙特阿拉伯

• 沙特阿拉伯
• 沙特阿拉伯 - 氢能战略

国家概况 - 韩国

• 韩国
• 韩国 - 氢能战略

国家概况 - 西班牙

• 西班牙
• 西班牙 - 氢能战略

国家概况 - 阿拉伯联合酋长国

• 阿拉伯联合酋长国
• 阿拉伯联合酋长国 - 氢能战略

国家概况 - 英国

• 英国
• 英国 - 氢能战略

国家概况 - 美国

• 美国
• 美国 - 氢能战略

全球增长机会

• 增长机会 1 - 混合燃烧氢气/氨气和煤炭以减少碳排放
• 增长机会 2 - 将氢气混合到现有的天然气管道中以减少碳排放
• 增长机会 3 - 将氢作为产品或服务进行地域扩张
• 增长机会 4 - 离网和关键基础设施的主要和备用电源
• 增长机会 5 - 降低电力存储缩减率
• 增长机会 6 – 工商业热电联产 (CHP) 燃料电池
• 增长机会 7 - 氢作为核生命线
• 增长机会 8 - 氢能重新激发人们对碳捕获和封存 (CCS) 的兴趣
• 增长机会 9 – 推动氢气市场的主要利益相关者之间的合併和合作
• 展品清单
• 免责声明

Decarbonization of Industrial Sectors and Carbon Neutrality Goals Driving Government Investments in the Hydrogen Economy

Our pathway toward decarbonization and achieving the 1.5° Celsius target necessitates supportive regulatory frameworks mandating energy-efficiency measures across the commercial, industrial, and residential segments. It also requires significant economic investments driving renewables and the switch to nuclear low-carbon and large-scale CCUS technologies. Interest in hydrogen as a low- or zero-carbon energy carrier has grown in recent years. Many governments acknowledge that a hydrogen-based economy could be the best alternative to the present fossil fuels-based economy and an answer to concerns over carbon emissions, energy security, and climate change.

Hydrogen helps curb carbon emissions by:

• Decarbonizing the carbon-intensive automotive, maritime, aviation, and industrial sectors

• Integrating more RES to produce hydrogen, reducing the curtailment rate

• Providing resiliency and reliability to the electric grid as an ESS and supplementing RES during low-demand periods

Though the promise of hydrogen as an essential tool in catalyzing the transition toward a sustainable energy economy is huge, its current application is mostly limited to the industrial sector. Many projects across power generation, transport, and other segments are still in their pilot stages and require technological and cost breakthroughs for increased adoption. There is still a long way to go, and it will likely take another 10 to 20 years before the hydrogen economy becomes mainstream across the global power sector and other segments.

For the hydrogen economy to become a reality, decisive government actions in four areas are necessary:

• Supporting R&D activities related to technologies involved in the production, storage, transport, and utilization of hydrogen

• Providing incentives to companies for developing the hydrogen and CCUS infrastructure

• Addressing socioeconomic barriers inhibiting the growth of the technology and mandating policies toward decarbonization

• Developing a roadmap toward a hydrogen economy

In the past five years, many countries have developed a hydrogen strategy prioritizing targets and investments running into billions over the next decade. While some nations are focused on production and export, others are making domestic and foreign investments to ensure future supply. There are also specific targets relating to production, in terms of cost or quantity, or particular areas targeted for decarbonizing, such as industries, heating, power, or mobility.

The primary aim of this research study is to analyze the policies and roadmaps implemented by various countries toward hydrogen adoption to achieve a sustainable energy future. The study also identifies growth opportunities for the hydrogen market and the countries and companies active in this space.

Table of Contents

The Strategic Imperative

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• Impact of the Top 3 Strategic Imperatives on the Global Hydrogen Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment and Scope

• Timeline of Hydrogen National Strategies
• Summary of Hydrogen Policies and Regulations by Country
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)

Growth Opportunity Analysis

• Research Aim
• Study Coverage and Exclusions
• Key Questions this Study Will Answer
• 5 Key Decarbonization Pillars
• Hydrogen-Future Zero-carbon Energy Carrier
• Government Action for Hydrogen
• Hydrogen Color Spectrum and Production Pathways
• Hydrogen Value Chain
• Hydrogen Ecosystem
• Growth Drivers
• Growth Restraints

Country Profile-Australia

• Australia
• Australia (continued)
• Australia-Hydrogen Strategy

Country Profile-Canada

• Canada
• Canada-Hydrogen Strategy
• Canada-Hydrogen Strategy (continued)

Country Profile-Chile

• Chile
• Chile (continued)
• Chile-Hydrogen Strategy

Country Profile-China

• China
• China-Hydrogen Strategy
• China-Hydrogen Strategy (continued)

Country Profile-Denmark

• Denmark
• Denmark-Hydrogen Strategy
• Denmark-Hydrogen Strategy (continued)

Country Profile-France

• France
• France-Hydrogen Strategy
• France-Hydrogen Strategy (continued)

Country Profile-Germany

• Germany
• Germany-Hydrogen Strategy
• Germany-Hydrogen Strategy (continued)

Country Profile-India

• India
• India-Hydrogen Strategy
• India-Hydrogen Strategy (continued)

Country Profile-Italy

• Italy
• Italy-Hydrogen Strategy
• Italy-Hydrogen Strategy (continued)

Country Profile-Japan

• Japan
• Japan-Hydrogen Strategy
• Japan-Hydrogen Strategy (continued)

Country Profile-Netherlands

• Netherlands
• Netherlands-Hydrogen Strategy
• Netherlands-Hydrogen Strategy (continued)

Country Profile-Norway

• Norway
• Norway (continued)
• Norway-Hydrogen Strategy

Country Profile-Saudi Arabia

• Saudi Arabia
• Saudi Arabia-Hydrogen Strategy
• Saudi Arabia-Hydrogen Strategy (continued)

Country Profile-South Korea

• South Korea
• South Korea-Hydrogen Strategy
• South Korea-Hydrogen Strategy (continued)

Country Profile-Spain

• Spain
• Spain-Hydrogen Strategy
• Spain-Hydrogen Strategy (continued)

Country Profile-UAE

• United Arab Emirates
• United Arab Emirates-Hydrogen Strategy
• United Arab Emirates-Hydrogen Strategy (continued)

Country Profile-United Kingdom

• United Kingdom
• United Kingdom-Hydrogen Strategy
• United Kingdom-Hydrogen Strategy (continued)

Country Profiles-United States

• United States
• United States-Hydrogen Strategy
• United States-Hydrogen Strategy (continued)

Growth Opportunity Universe

• Growth Opportunity 1-Co-firing Hydrogen/Ammonia with Coal to Reduce CO2 Emissions
• Growth Opportunity 1-Co-firing Hydrogen/Ammonia with Coal to Reduce CO2 Emissions (continued)
• Growth Opportunity 2-Blending Hydrogen into Existing NG Pipelines to Reduce CO2 Emissions
• Growth Opportunity 2-Blending Hydrogen into Existing NG Pipelines to Reduce CO2 Emissions (continued)
• Growth Opportunity 3-Geographic Expansion Resulting in Hydrogen as a Commodity or Service
• Growth Opportunity 3-Geographic Expansion Resulting in Hydrogen as a Commodity or Service (continued)
• Growth Opportunity 4-Primary and Backup Power Source for Off-grid and Critical Infrastructures
• Growth Opportunity 4-Primary and Backup Power Source for Off-grid and Critical Infrastructures (continued)
• Growth Opportunity 5-Electricity Storage Reducing Curtailments Ratio
• Growth Opportunity 5-Electricity Storage Reducing Curtailments Ratio (continued)
• Growth Opportunity 6-Combined Heat and Power (CHP) FCs for Industrial and Commercial Applications
• Growth Opportunity 6-Combined Heat and Power (CHP) FCs for Industrial and Commercial Applications (continued)
• Growth Opportunity 7-Hydrogen as a Lifeline for Nuclear Energy
• Growth Opportunity 7-Hydrogen as a Lifeline for Nuclear Energy (continued)
• Growth Opportunity 8-Hydrogen to Drive Renewed Interest in CCS
• Growth Opportunity 8-Hydrogen to Drive Renewed Interest in CCS (continued)
• Growth Opportunity 9-Mergers and Partnerships Between Key Stakeholders to Drive the Hydrogen Market
• Growth Opportunity 9-Mergers and Partnerships Between Major Stakeholders to Drive the Hydrogen Market (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer