氢能源转移市场:概要，趋势，交易与契约，政策，计划，主要加入企业

作为加速能源转换的方法，氢领域的关注急速提高，低碳氢计划管道现在有超过177 mpta的潜在能力。其中93％的产能来自绿色氢能项目，但大部分仍处于可行性阶段。随着公司和政府希望在整个价值链中获取这个不断成长的产业价值，氢产业也持续新交易和政策的宣布。有必要加快跨部门和跨地域的转型战略，以实现全球气候目标，氢能开发有望在能源领域发挥重要作用，以促进这些目标的实现。

本报告提供全球氢能源转移市场相关调查，市场概要，以及今后预定的总生产量和2030年的市场规模方案，全球政策支援和财政的奖励等彙整资料。

目录

第1章 概要

第2章 低碳氢容量预测

• 活跃及今后的容量
• 今后主要的计划
• 至2030年的生产能力与市场规模情境
• 主要的发展
• 前几名参加企业
• 主要的发表和计划的更新

第3章 交易与契约

• M&A
• 合资经营财务
• 伙伴关係

第4章 指标与政策支援

• 投资指数
• 社群媒体的追踪
• 国际政策

Abstract

Interest in the hydrogen sector as a way to accelerate the energy transition is growing rapidly and the low-carbon hydrogen project pipeline now represents over 174 mpta of potential capacity. 92% of this capacity comes from green hydrogen projects, though the majority is still in feasibility stage. The announcement of new deals and policies in the hydrogen sector also continues at pace as companies and governments look to capture value in this growing sector across the value chain. There is a need to accelerate transition strategies across sectors and geographies to achieve climate global goals, and hydrogen development is expected to have a major part to play in the energy sector to facilitate achievement of these targets.

Scope

• Hydrogen quarterly changes, Q1 2023.
• Total upcoming capacity and 2030 market size scenarios, highlighting recently announced projects by capacity, countries and regions.
• Trends over deals, partnerships, and M&A .
• Global policy support and financial incentives.

Reasons to Buy

• Identify the last market trends by quarter and key players in hydrogen technologies.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand the different scenarios for 2030 based on the likeliness of the projects.
• Facilitate the understanding on how and where the market is growing as it is rapidly scaling up to position as one of the main topics of the international agenda.

Table of Contents

Table of Contents

1. Overview

• 1.1 Quarterly snapshot

2. Low Carbon Hydrogen Capacity Outlook

• 2.1 Active & upcoming capacity
• 2.2 Major upcoming projects
• 2.3 Production capacity and market size scenarios to 2030
• 2.4 Key developments
• 2.5 Top participant companies
• 2.6 Major announcements and project updates

3. Deals & Contracts

• 3.1 M&A
• 3.2 Venture finance
• 3.3 Partnerships

4. Metrics & Policy Support

• 4.1 Investment index
• 4.2 Social media tracking
• 4.3 International policy

List of Tables

List of Tables

• Table 1: Top 10 low carbon hydrogen plants
• Table 2: M&A deals for Q1-2023
• Table 3: Venture Finance deals for Q1-2023

List of Figures

List of Figures

• Figure 1: Active and Announced Capacity
• Figure 2: Regional breakdown of upcoming capacity
• Figure 3: Major upcoming clean hydrogen plants map
• Figure 4: 2030 Hydrogen capacity scenarios (mtpa)
• Figure 5: Countries with highest cumulative upcoming capacity (mtpa)
• Figure 6: Net capacity share by company
• Figure 7: Deals comparative 2021 - 2023
• Figure 8: M&A Type - Q1 2023
• Figure 9: M&A Value - Q1 2023 (US$ mil)
• Figure 10: Venture finance Disclosed Deal Value (US$mil)
• Figure 11: Partnerships Numbers Q1-2023
• Figure 12:Partnerships Regions for Development Q1-2023
• Figure 13: Partnerships Main Topics
• Figure 14: Companies with more partnerships Q1-2023
• Figure 15: Number of Hydrogen Investors
• Figure 16: Renewable Energy Topic Mentions
• Figure 17: Total Posts by Company
• Figure 18: Total Posts by Country
• Figure 19: Hydrogen mentions by Sector and Country
• Figure 20: National Low Carbon Hydrogen Strategies in Major Economies