高温电解技术市场：突破性创新的增长机会

本报告审视了全球高温电解技术市场，并提供了市场概况、战略要求、技术趋势、适用性和增长机会。

内容

战略要务

• 战略势在必行 (TM)：制约高温电解技术发展的因素
• 战略要务 (TM)
• 三大战略要务对高温电解 (HTE) 技术的影响
• 增长机会推动增长管道引擎 (TM)
• 调查方法

调查背景及调查结果总结

• 调查详情
• 调查范围
• HTE 技术 - 采用的主要驱动因素和机遇
• HTE 技术 - 部署的主要缺点和挑战

HTE：技术趋势概述

• HTE 推动部署绿色氢
• 能源效率是 HTE 的关键差异化因素
• 高成本和退化率阻碍了 SOE 技术的部署
• 专注的研究工作将使 SO 在未来几年内成为具有竞争力的电解槽技术
• 专注于增强 MCE 的化学和机械稳定性的研发工作推动了熔融碳酸盐 (MC) 的商业化
• 电解技术对比分析

HTE：适用性

• HTE 将氢气视为工业领域潜在的经济高效的解决方案
• 核能补充 HTE 生产的绿色氢
• HTE的核电站在许多地区引起关注
• HTE 可实现氢气、电力、热量和二氧化碳的灵活联合生产
• 高温可逆海豹的性能对比
• 用于工业应用的 CO 生产的 HTE
• CO2的MCE扩大了纳米碳的应用范围

创新生态系统：值得关注的公司

• 国有企业领先的创新者和产品开发商
• 领先的共电解解决方案创新者和产品开发商
• 可逆燃料电池的领先创新者和产品开发商
• 氢联产和多联产领域的领先创新者和产品开发商

技术赋能HTE技术的知识产权分析

• HTE技术专利活动分地区
• HTE 技术涵盖按技术类型划分的专利活动
• HTE 技术专利活动的竞争格局

增长机会

• 增长机会 1：绿色氢 - 能源转型中潜在的游戏规则改变者
• 增长机会 2：HTE 为工业部门脱碳提供了独特的机会
• 增长机会三：氢气需求上升刺激电解槽量产启动

主要联繫人

附录

下一步

Growing Demand for Green Hydrogen and Carbon Capture Drives Future Growth Potential

This research study focuses on disruptive technologies and the latest achievements in electrolyzer technologies. The study highlights the necessity for electrolysis technology and discusses the major challenges its development faces in gaining wide-scale market adoption and competitiveness.

High-temperature fuel cells are a promising technology for storing excess renewable energy.

Current low-cost hydrogen production methods utilize fossil fuels and produce GHG emissions. Producing renewable hydrogen via electrolysis is potentially the ideal route for industrial application. Electrolysis technology offers several advantages, such as the production of carbon-neutral fuel, integration of renewable energies, facilitation of the electricity grid balance, and enhancement of the sustainable use of surplus energy. The findings and growth opportunities that this study depicts will help drive the electrolyzer industry's economic growth and technology revolution.

The study reviews research focus areas and technological challenges that electrolysis technologies must overcome. It pays special attention to describing the technical capabilities of all known electrolysis technologies and presents the main stakeholders involved in this technology and other notable developments. The study covers the patent landscaping for electrolysis technologies, highlighting the important patent owners/assignees and the patent jurisdiction with the highest activity. It outlines and describes the factors influencing market growth, such as limited hydrogen refueling infrastructure and low manufacturing volume of electrolyzer components.

The study highlights emerging growth opportunities and presents a performance analysis and comparison of different electrolysis technologies. Finally, it discusses existing commercial electrolyzer technologies' key performance indicators (KPIs) and analyzes the technical and cost targets.

Table of Contents

Strategic Imperatives

• The Strategic Imperative 8™: Factors creating Pressure on Growth in the High-temperature Electrolysis Technology
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on High-temperature Electrolysis (HTE) Technology
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Research Context and Summary of Findings

• Research Context
• Research Scope
• HTE Technologies-Key Drivers and Opportunities for Deployment
• HTE Technologies-Key Drawbacks and Challenges for Deployment

HTE: Technology Trends Overview

• HTE to Facilitate the Deployment of Green Hydrogen
• Energy Efficiency Acts as the Key Differentiator of HTE
• High Cost and Degradation Rate Hindering the Deployment of SOE Technology
• Focused Research Efforts Will Make SO a Competitive Electrolyzer Technology in Coming Years
• R&D Efforts Focused on Enhancing MCE's Chemical and Mechanical Stability Will Drive Molten Carbonate (MC) Commercialization
• Comparative Analysis of Electrolysis Technologies

HTE: Application Potential

• HTE Has the Potential to Make Hydrogen a Cost-effective Solution for the Industrial Sector
• Nuclear Energy Can Complement HTE-Produced Green Hydrogen
• Nuclear Power Plant Clubbed with HTE Gaining Traction Among Many Regions
• HTE Allows Flexible Co-production of Hydrogen, Power, Heat, and CO
• High-temperature Reversible Cell-Key Performance Comparison
• HTE for CO Production for Industrial Applications
• Broadening Application Spectrum of Nanocarbons Via MCE of CO2

Innovation Ecosystem: Companies to Watch

• Key Innovators and Product Developers of SOE
• Key Innovators and Product Developers of SOE (continued)
• Key Innovators and Product Developers of Co-electrolysis Solutions
• Key Innovators and Product Developers of Reversible Fuel Cells
• Key Innovators and Product Developers of Reversible Fuel Cells (continued)
• Key Innovators and Product Developers of Hydrogen Coproduction and Polygeneration

IP Analysis of Technologies Enabling HTE Technology

• Patent Activity for HTE Technology Based on Geography
• Patent Activity for HTE Technology Ranges by Technology Type
• Competitive Landscape in Patent Activity for HTE Technology

Growth Opportunity Universe

• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger
• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger (continued)
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector (continued)
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production (continued)

Key Contacts

• Key Contacts
• Key Contacts (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

Next Steps

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• Why Frost, Why Now?
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