全球製氢电解槽技术的增长机会

到 2030 年，电解槽将成为製氢、可再生能源整合和电网平衡的关键。 促进电解槽行业增长的关键因素包括对氢作为能源载体的需求增加、政府的支持性政策和激励措施，以及缓解气候变化的紧迫性。 另一方面，高资本成本、效率问题和可再生能源的有限整合等挑战可能会阻碍电解槽技术的广泛采用。

在这份报告中，我们研究和分析了全球製氢电解槽技术，包括技术概况、市场趋势、挑战、各种电解技术的性能分析和比较、各地区电解槽技术的增长、竞争态势，我们提供了对新的洞察增长机会。

内容

战略要务

• 为什么增长变得越来越困难？
• 战略要务 8 (TM)
• 三大战略要务对全球电解槽制氢行业的影响
• 增长机会推动增长 Pipeline Engine(TM)

增长机会分析

• 调查结果
• 分析范围
• 调查目的
• 制氢电解槽
• 电解槽技术
• 电解技术比较分析
• 电解装置技术的设备投资成本
• 电解槽产能（2023 年）
• 电解槽引入策略
• 电解槽和绿色氢供应链
• 电解槽供应链中的挑战
• 原材料要求
• 增长动力
• 抑制增长的因素
• 电解设备行业的主要趋势
• 趋势 1：先进材料的应用
• 趋势 2：高级水处理系统
• 趋势 3：越来越多地采用数字技术
• 趋势 4：海上风力电解槽和能源中心的发展
• 趋势 5：电解槽的基准成本下降
• 趋势 6：制氢成本下降

全球电解槽累计装机容量预测

• 全球电解槽累计装机容量预测
• 全球绿色氢产量预测
• 各地区电解槽累计装机容量预测
• 按技术预测电解槽累计装机容量
• 预测分析

区域分析

• 累计装机容量预测：美国
• 预测分析：美国
• 累计装机容量预测：欧洲
• 预测分析：欧洲
• 累计装机容量预测：中国
• 预测分析：中国
• 预测分析：中国
• 累计装机容量预测：亚太地区
• 预测分析：亚太地区
• 累计装机容量预测：中东和非洲
• 预测分析：中东和非洲

竞争环境

• 主要电解槽製造商
• 电解槽製造商的製造能力份额百分比
• 竞争因素和评估
• 主要电解设备公司
• 其他 ALK 电解槽製造商
• 其他 PEM 电解槽製造商
• 其他 SOEC 电解槽製造商
• 电解器路线图

充满增长机会的世界

• 增长机会 1：混合能源系统
• 增长机会 2：战略合作伙伴关係
• 增长机会 3：替代材料
• 增长机会 4：数字技术
• 增长机会 5：退役的海上石油和天然气基础设施
• 增长机会 6：氢中心发展
• 增长机会 7：水即服务
• 增长机会 8：可再生能源的高效利用
• 增长机会 9：核电站优化
• 增长机会 10：余热利用
• 图表列表
• 免责声明

R&D of Alternative and Innovative Materials to Drive Future Growth Potential of Electrolyzer Technologies for Green Hydrogen Production

Electrolyzers use electrolysis to generate hydrogen from water. They are set to play a crucial role in the global transition towards clean energy, as they provide a sustainable and efficient method for producing low-/zero- carbon/hydrogen for various applications across sectors. Key factors contributing to the growth of the electrolyzer industry include the increasing demand for hydrogen as an energy carrier, supportive government policies and incentives, and the urgency to mitigate climate change. In contrast, challenges, such as high capital costs, efficiency concerns, and limited renewable energy integration, may impede the wider adoption of electrolyzer technologies.

By 2030, electrolyzers will be crucial to hydrogen production, renewable energy integration, and grid balancing. However, to fully realize the potential of electrolyzers, it is imperative that market participants address existing challenges and encourage continuous innovation. Policymakers, industry stakeholders, and researchers must collaborate to foster the growth of the electrolyzer industry and achieve a sustainable and low-carbon energy future. The primary aim of the analytics is to examine drivers, challenges, and prospects of electrolyzer technologies in the context of a rapidly evolving energy landscape.

The study outlines electrolyzer technologies, presents a performance analysis and comparison of various electrolysis technologies, shows electrolyzer technologies' growth across regions, offers a view of the competitive landscape, and highlights emerging growth opportunities.

The analysis covers the following topics:

• An overview of electrolyzer technologies
• Trends driving the adoption and development of electrolyzer technologies
• Challenges to deployment
• Technology comparison
• Electrolyzer technology ecosystem
• Growth opportunities for electrolyzer technologies

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Electrolyzer Industry for Hydrogen Production
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Findings
• Scope of Analysis
• Key Questions this Study will Answer
• Electrolyzers for Hydrogen Production
• Electrolyzer Technologies
• Comparative Analysis of Electrolysis Technologies
• Comparative Analysis of Electrolysis Technologies
• Capex Costs of Electrolyzer Technologies
• Electrolyzer Manufacturing Capacity-2023
• Electrolyzer Deployment Strategies
• Electrolyzer and Green Hydrogen Supply Chains
• Electrolyzer Supply Chain Challenges
• Raw Material Requirement
• Growth Drivers
• Growth Restraints
• Major Trends in the Electrolyzer Industry
• Trend 1-Application of Advanced Materials
• Trend 2-Advanced Water Treatment Systems
• Trend 3-Increasing Adoption of Digital Technologies
• Trend 4-Growth in Offshore wind-powered Electrolyzer and Energy Hubs
• Trend 5-Declining Electrolyzer Benchmark Costs
• Trend 6-Declining Hydrogen Production Costs

Global Electrolyzer Cumulative Installed Capacity Forecast

• Global Electrolyzer Cumulative Installed Capacity Forecast
• Global Green Hydrogen Production Forecast
• Electrolyzer Cumulative Installed Capacity Forecast by Region
• Electrolyzer Cumulative Installed Capacity Forecast by Technology
• Forecast Analysis

Regional Analysis

• Cumulative Installed Capacity Forecast-Americas
• Forecast Analysis-Americas
• Cumulative Installed Capacity Forecast-Europe
• Forecast Analysis-Europe
• Cumulative Installed Capacity Forecast-China
• Forecast Analysis-China
• Forecast Analysis-China
• Cumulative Installed Capacity Forecast-APAC
• Forecast Analysis-APAC
• Cumulative Installed Capacity Forecast-MEA
• Forecast Analysis-MEA

Competitive Environment

• Key Electrolyzer Manufacturers
• Percent Manufacturing Capacity Share of Electrolyzer Manufacturers
• Competitive Factors and Assessment
• Key Electrolyzer Companies
• Other ALK Electrolyzer Manufacturers
• Other PEM Electrolyzer Manufacturers
• Other SOEC Electrolyzer Manufacturers
• Electrolyzer Roadmap

Growth Opportunity Universe

• Growth Opportunity 1: Hybrid Energy Systems
• Growth Opportunity 2: Strategic Partnerships
• Growth Opportunity 3: Alternative Materials
• Growth Opportunity 4: Digital Technologies
• Growth Opportunity 5: Retired Offshore Oil and Gas Infrastructure
• Growth Opportunity 6: Development of Hydrogen Hubs
• Growth Opportunity 7: Water-as-a-Service
• Growth Opportunity 8: Efficient Use of Renewables
• Growth Opportunity 9: Nuclear Power Plant Optimization
• Growth Opportunity 10: Waste Heat Utilization
• List of Exhibits
• Legal Disclaimer