石油炼製氢市场机会、成长动力、产业趋势分析及2025-2034年预测

2024 年全球石油炼製氢市场价值为 1,396 亿美元，预计到 2034 年将以 12.6% 的复合年增长率成长，达到 4,247 亿美元。全球能源格局的快速转型正引导石油炼製产业走向永续解决方案，而氢能成为这项转变的关键组成部分。随着各国致力于实现净零目标并推出更严格的环境法规，炼油厂面临降低排放和采用更清洁燃料生产技术的巨大压力。氢气在应对这些挑战中发挥关键作用，特别是在生产超低硫柴油 (ULSD) 和其他低排放燃料所必需的加氢处理和加氢裂解过程中。

随着全球燃料标准日益严格，炼油厂正在积极投资先进的氢气生产技术，以保持竞争力并支持永续发展目标。对氢气日益增长的依赖不仅是由法规遵从性所驱动，也是由在油价波动和地缘政治风险上升的背景下对高效运作、更高燃料品质和更高能源安全的需求所驱动。全球对清洁能源和循环经济的重视继续推动对氢能基础设施、研发以及主要企业之间的战略合作的投资。

由于全球向清洁能源转变，对超低硫柴油和低排放燃料的需求不断增长，这仍然是加速石油炼製中氢气需求的主要因素。先进的加氢处理技术可以减少原油中的杂质，进一步提高氢气的利用率。催化剂性能和製程设计的不断创新正在提高氢气效率，使炼油厂能够提高高品质燃料的产量，同时最大限度地减少对环境的影响。随着永续性成为商业的当务之急，氢气的应用在炼油产业继续受到青睐。

随着该产业优先考虑脱碳和使用再生能源，预计到 2034 年绿色氢能领域将创造 922 亿美元的收入。绿色氢气因其零排放特性而越来越受到青睐，炼油厂的运作也与国际气候框架保持一致。人们对化石燃料依赖和全球能源市场波动的担忧加剧了这一趋势，推动了人们对在地化、再生氢源的兴趣，以建立更具弹性的供应链。

预计到 2034 年，灰色氢气领域的市场规模将达到 2,850 亿美元，这得益于其成本效益和完善的基础设施。由于对现有作业所需改变很小，炼油厂在加氢处理和加氢裂解过程中继续青睐使用灰氢。它在满足硫含量规定和保持工艺效率方面发挥着至关重要的作用。

美国石油炼製氢市场价值 88 亿美元，在各州和联邦政府关注气候中和的倡议的推动下，该市场正在稳步增长。在公私合作伙伴关係的支持下，对电解和氢气研发的投资正在帮助降低绿色氢气的成本并扩大其在美国炼油厂的应用。

主要市场参与者包括壳牌全球、英国石油、中国石油、信实工业、埃克森美孚、沙乌地阿美、梅塞尔集团、Nel Hydrogen、雪佛龙公司和印度石油公司。这些公司正在推动氢气生产技术，提高生产能力，并建立战略合作伙伴关係，以支持绿色氢能专案并满足全球对清洁能源的需求。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统
• 监管格局
• 产业衝击力
  • 成长动力
  • 产业陷阱与挑战
• 成长潜力分析
• 波特的分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
• PESTEL分析

第四章：竞争格局

• 介绍
• 战略仪表板
• 创新与技术格局

第五章：市场规模及预测：依类型，2021 - 2034

• 主要趋势
• 灰色的
• 蓝色的
• 绿色的

第六章：市场规模及预测：依地区，2021 - 2034

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
  • 墨西哥
• 欧洲
  • 德国
  • 英国
  • 法国
  • 义大利
  • 荷兰
  • 俄罗斯
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 澳洲
• 中东和非洲
  • 沙乌地阿拉伯
  • 伊朗
  • 阿联酋
  • 南非
  • 卡达
  • 科威特
• 拉丁美洲
  • 智利
  • 巴西
  • 阿根廷

第七章：公司简介

• BP
• ExxonMobil
• Chevron Corporation
• Indian Oil Corporation
• Messer Group
• Nel Hydrogen
• PetroChina
• Reliance Industries
• Saudi Aramco
• Shell Global

The Global Petroleum Refining Hydrogen Market was valued at USD 139.6 billion in 2024 and is estimated to grow at a CAGR of 12.6% to reach USD 424.7 billion by 2034. The rapid transformation of the global energy landscape is steering the petroleum refining industry toward sustainable solutions, with hydrogen emerging as a crucial component in this shift. As countries commit to net-zero goals and introduce stricter environmental mandates, refineries are under mounting pressure to lower emissions and adopt cleaner fuel production techniques. Hydrogen plays a pivotal role in meeting these challenges, especially in hydrotreating and hydrocracking processes that are essential for producing ultra-low sulfur diesel (ULSD) and other low-emission fuels.

With global fuel standards becoming increasingly stringent, refineries are actively investing in advanced hydrogen production technologies to maintain competitiveness while supporting sustainability goals. This growing dependency on hydrogen is not only driven by regulatory compliance but also by the demand for high-efficiency operations, greater fuel quality, and improved energy security amid fluctuating oil prices and rising geopolitical risks. The global emphasis on clean energy and circular economies continues to drive investments into hydrogen infrastructure, R&D, and strategic collaborations among leading players.

The rising demand for ULSD and low-emission fuels, fueled by the global shift toward cleaner energy sources, remains a primary factor accelerating hydrogen demand in petroleum refining. Advanced hydroprocessing technologies that reduce impurities in crude oil are further enhancing hydrogen utilization. Continuous innovations in catalyst performance and process design are enabling higher hydrogen efficiency, allowing refineries to boost the production of high-quality fuels while minimizing environmental impact. As sustainability becomes a business imperative, hydrogen adoption continues to gain traction across the refining sector.

The green hydrogen segment is expected to generate USD 92.2 billion by 2034, as the industry prioritizes decarbonization and the use of renewable energy. Green hydrogen is increasingly preferred due to its zero-emission profile, with refineries aligning operations with international climate frameworks. This trend is reinforced by concerns surrounding fossil fuel dependency and the volatility of global energy markets, driving interest in localized, renewable hydrogen sources to build more resilient supply chains.

The grey hydrogen segment is projected to reach USD 285 billion by 2034, supported by its cost-effectiveness and established infrastructure. Refineries continue to favor grey hydrogen in hydrotreating and hydrocracking processes due to the minimal changes required in existing operations. Its role remains critical in meeting sulfur content regulations while maintaining process efficiency.

The U.S. Petroleum Refining Hydrogen Market, valued at USD 8.8 billion in 2022, is witnessing steady growth amid state and federal initiatives focused on climate neutrality. Investments in electrolysis and hydrogen R&D, backed by public-private partnerships, are helping reduce the cost of green hydrogen and expanding its adoption across U.S. refineries.

Major market players include Shell Global, BP, PetroChina, Reliance Industries, ExxonMobil, Saudi Aramco, Messer Group, Nel Hydrogen, Chevron Corporation, and Indian Oil Corporation. These companies are advancing hydrogen production technologies, increasing production capacities, and forging strategic partnerships to support green hydrogen projects and meet the global demand for cleaner energy.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
• 1.2 Base estimates & calculations
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem
• 3.2 Regulatory landscape
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
  • 3.3.2 Industry pitfalls & challenges
• 3.4 Growth potential analysis
• 3.5 Porter's analysis
  • 3.5.1 Bargaining power of suppliers
  • 3.5.2 Bargaining power of buyers
  • 3.5.3 Threat of new entrants
  • 3.5.4 Threat of substitutes
• 3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

• 4.1 Introduction
• 4.2 Strategic dashboard
• 4.3 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Type, 2021 - 2034 (USD Billion & MT)

• 5.1 Key trends
• 5.2 Grey
• 5.3 Blue
• 5.4 Green

Chapter 6 Market Size and Forecast, By Region, 2021 - 2034 (USD Billion & MT)

• 6.1 Key trends
• 6.2 North America
  • 6.2.1 U.S.
  • 6.2.2 Canada
  • 6.2.3 Mexico
• 6.3 Europe
  • 6.3.1 Germany
  • 6.3.2 UK
  • 6.3.3 France
  • 6.3.4 Italy
  • 6.3.5 Netherlands
  • 6.3.6 Russia
• 6.4 Asia Pacific
  • 6.4.1 China
  • 6.4.2 Japan
  • 6.4.3 India
  • 6.4.4 Australia
• 6.5 Middle East & Africa
  • 6.5.1 Saudi Arabia
  • 6.5.2 Iran
  • 6.5.3 UAE
  • 6.5.4 South Africa
  • 6.5.5 Qatar
  • 6.5.6 Kuwait
• 6.6 Latin America
  • 6.6.1 Chile
  • 6.6.2 Brazil
  • 6.6.3 Argentina

Chapter 7 Company Profiles

• 7.1 BP
• 7.2 ExxonMobil
• 7.3 Chevron Corporation
• 7.4 Indian Oil Corporation
• 7.5 Messer Group
• 7.6 Nel Hydrogen
• 7.7 PetroChina
• 7.8 Reliance Industries
• 7.9 Saudi Aramco
• 7.10 Shell Global