氢转化前景与趋势（2024 年第一季）

氢能市场持续成长，目前氢能专案营运及管道总产能已达2.01亿吨/年。 2023年第四季度，专案活动重新启动，宣布新增产能14.2万吨/年。 然而，氢交易活动等其他指标较上季有所下降。

主要亮点

• 2023 年第四季度，三个国家宣布新建低碳氢化合物。 德国是本季宣布的氢工厂产能的最大贡献者。 德国在营运和即将推出的氢气产能排名中也保持在前十名国家的位置。
• 加拿大在生产能力方面仍然处于领先地位，拥有 70 个氢中心，每年生产超过 9000 万吨。 此外，10个项目已经投入营运。 澳洲紧随其后，有 186 个项目，产能为 1300 万吨/年。
• 与上一季类似，2023年第四季氢交易数量低于2023年初的水平，年减58%。

本报告研究和分析全球氢市场，提供有关未来总产能和市场规模以及交易、合作和併购趋势的资讯。

目录

• 未来的重大项目
• 产能与市场规模情境（~2030 年）
• 主要进展
• 主要参与者
• 主要公告和项目更新交易/合约

併购

• 创业财务指标/政策支持
• 氢指数指数
• 社群媒体追踪
• 国际政策

The hydrogen market continues to gather momentum, with the total active and pipeline capacity of hydrogen projects now reaching 201 mtpa. Q4 2023 saw a resurgence in project activity with 142 ktpa of new capacity being announced across the quarter. However, other metrics such as hydrogen deal activity showed a decline compared to previous quarters.

Key Highlights

• In the 4th quarter of 2023, 3 countries announced new low carbon hydrogen plants. Germany was the chief contributor to capacity announced in this quarter. It also retained its position in the top 10 ranking of countries by active and upcoming hydrogen capacity.
• Canada still leads in terms of capacity by a large margin, with over 90 mtpa across 70 different hydrogen hubs. 10 projects are also already in operation. While Australia follows with 186 projects and almost 13 mtpa capacity.
• Like the previous quarter, the hydrogen deal count in Q4 2023 was lower than previously seen earlier in 2023 and demonstrated a percentage decrease of 58% compared to the previous year.

Scope

Hydrogen quarterly changes, Q4 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 concerning 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.

Gain an understanding of how and where the market is growing as hydrogen rapidly scales, becoming a key topic on the international agenda.

Table of Contents

Table of Contents

• Major upcoming projects
• Production capacity and market size scenarios to 2030
• Key developments
• Top participant companies
• Major announcements and project updates Deals & Contracts

M&A

• Venture finance Metrics & Policy Support
• Hydrogen index metrics
• Social media tracking
• International policy

List of Tables

List of Tables

• Major upcoming projects
• Main M&A deals based on value - Q4 2023
• Main venture finance deals based on value - Q4 2023

List of Figures

List of Figures

• Key takeaways from the quarter
• Active and announced capacity by project stage
• Regional breakdown of upcoming capacity
• Top 10 upcoming low carbon hydrogen plants map
• Low carbon hydrogen capacity scenarios, 2020 - 2030
• Countries with the highest cumulative upcoming capacity
• Companies net capacity share
• Hydrogen deal trends quarterly comparison, Q4 2021 - Q4 2023
• M&A deal type, Q4 2021 - Q4 2023
• M&A deal value Q4 2021 - Q4 2023 US$m
• Quarterly venture finance US$m
• Funding by region index
• Theme mention in company filings index
• First time funded companies and total funded companies
• Renewable energy topic mentions
• Total hydrogen posts by company
• Total hydrogen posts by country
• Hydrogen mentions by sector and country
• National hydrogen strategies, plans and roadmaps