商业氢气市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

Merchant Hydrogen Generation Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年06月23日 | 出版商:

Global Market Insights Inc. | 英文 125 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024年，全球商用氢气市场规模达275亿美元，预计到2034年将以7.8%的复合年增长率成长，达到575亿美元。随着世界各国政府和各行各业更加重视减少碳排放，该市场正呈现稳定成长动能。这种转变推动了对清洁能源的需求，其中就包括氢能，而氢能已成为全球脱碳议程的关键参与者。旨在实现净零目标的政策，以及各行各业气候意识的不断提升，为商用氢气的扩张创造了有利条件。

主要成长动力之一是再生能源部署规模的不断扩大，这透过利用剩余电力与氢气产生产生了协同效应。随着能源系统日益多样化和分散化，氢气正成为储能和电网平衡的重要工具。在此背景下，新一代电解技术，例如质子交换膜和固体氧化物电解，正日益受到关注。这些创新技术具有高效率和成本优势，使氢气生产在商业规模上更具可行性。各行各业正积极调整其营运以符合永续发展目标，尤其是在钢铁、炼油和化工等能源密集产业。这种转变正在推动逐步转向以氢为基础的工艺，这种工艺可以在不影响生产力的情况下降低排放。随着这些趋势的融合，商业氢气市场将在未来十年迎来结构性转型。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	275亿美元
预测值	575亿美元
复合年增长率	7.8%

根据製程类型，预计到2034年，蒸汽重整器类别的复合年增长率将达到7.6%。其持续的相关性在于其成本效益以及与现有天然气基础设施的兼容性。儘管新方法日益受到重视，但蒸汽重整因其可扩展性和可靠性，能够满足工业氢气需求，仍被广泛采用。它与管道网路的无缝集成，进一步增强了其在支援不同应用区域商业氢气分配方面的作用。

根据应用，市场可分为石油炼製、化学、金属和其他领域。石油炼製领域在2024年占了最大的收入份额，占市场份额的52.2%。炼油厂越来越多地采用氢气来满足日益严格的排放法规，并减少下游作业的环境足迹。对绿色原料和清洁燃料产量的日益追求，促使炼油厂升级工艺，并将氢气整合到脱硫和加氢裂解装置中。炼油产业的持续转型为提供可靠、按需商业氢气服务的氢气供应商创造了巨大的机会。

从区域来看，北美商用氢气市场在2024年占全球收入的24.3%。在该地区，美国持续成长，市值从2022年的49亿美元成长至2024年的54亿美元。强而有力的政策框架，加上联邦机构与私人企业之间日益加强的合作，正在催化全国的氢能生态系统。政府支持的资助计画和清洁能源激励措施正在鼓励基础设施建设，尤其是在加氢枢纽和加气走廊周围。运输和物流能力的提昇在加速商用氢能解决方案的工业化应用方面发挥关键作用。

市场领导者正在大力投资优化专案经济效益和扩大产量，同时遵守低碳认证标准。他们的策略重点是将商业氢能枢纽设在工业群聚和交通枢纽等高需求中心附近，以最大限度地降低运输成本并提高供应应变能力。这些公司也正在探索数位技术，以简化营运流程、缩短交货时间并保持整个氢能供应链的即时可视性。将现场发电、连网基础设施和智慧交付管理系统结合的综合商业模式正在成为主要参与者的标准做法。

为了获得竞争优势，各企业正透过建立策略合作伙伴关係、遵循监管路线图以及争取大规模部署所需的资金支持来加强其区域影响力。透过利用这些努力，产业参与者能够更好地满足各终端领域对低碳氢化合物日益增长的需求，从而塑造全球能源转型的未来。

The Global Merchant Hydrogen Generation Market was valued at USD 27.5 billion in 2024 and is estimated to grow at a CAGR of 7.8% to reach USD 57.5 billion by 2034. The market is experiencing steady momentum as governments and industries worldwide place greater emphasis on reducing carbon emissions. This shift is driving demand for clean energy sources, including hydrogen, which has emerged as a key player in the global decarbonization agenda. Policies aimed at achieving net-zero goals, along with rising climate awareness across sectors, are creating favorable conditions for the expansion of merchant hydrogen generation.

Merchant Hydrogen Generation Market - IMG1

One of the major growth enablers is the increasing scale of renewable energy deployment, which creates synergies with hydrogen production through surplus power utilization. As energy systems become more diversified and decentralized, hydrogen is becoming an important tool for energy storage and grid balancing. In this landscape, new-generation electrolysis technologies, such as proton exchange membrane and solid oxide electrolysis, are gaining traction. These innovations offer high efficiency and cost advantages, making hydrogen generation more viable at commercial scales. Industries are actively aligning their operations with sustainability targets, particularly in energy-intensive sectors like steel, refining, and chemicals. This transition is encouraging a gradual shift toward hydrogen-based processes that can lower emissions without compromising productivity. As these trends converge, the merchant hydrogen generation market is positioned for structural transformation over the next decade.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$27.5 Billion
Forecast Value	$57.5 Billion
CAGR	7.8%

Based on process type, the steam reformer category is projected to expand at a CAGR of 7.6% through 2034. Its continued relevance lies in its cost efficiency and compatibility with existing natural gas infrastructure. While newer methods are gaining prominence, steam reforming remains widely adopted due to its scalability and reliability for industrial hydrogen needs. Its seamless integration with pipeline networks further strengthens its role in supporting merchant hydrogen distribution across various application zones.

On the basis of application, the market is categorized into petroleum refinery, chemical, metal, and other segments. The petroleum refinery segment accounted for the largest revenue share in 2024, holding 52.2% of the market. Refineries are increasingly adopting hydrogen to meet tightening emission regulations and reduce the environmental footprint of downstream operations. The rising push for green feedstocks and cleaner fuel outputs is prompting refiners to upgrade processes and integrate hydrogen into desulfurization and hydrocracking units. This ongoing transformation within the refining landscape is creating substantial opportunities for hydrogen suppliers offering reliable, on-demand merchant hydrogen services.

Regionally, the North American merchant hydrogen generation market accounted for 24.3% of global revenue in 2024. Within this region, the United States has shown consistent growth, with market values rising from USD 4.9 billion in 2022 to USD 5.4 billion in 2024. A strong policy framework, combined with growing collaboration between federal agencies and private enterprises, is catalyzing the hydrogen ecosystem across the country. Government-backed funding programs and clean energy incentives are encouraging infrastructure buildout, particularly around hydrogen hubs and refueling corridors. The expansion of transportation and logistics capabilities is playing a key role in accelerating industrial-scale adoption of merchant hydrogen solutions.

Market leaders are investing heavily in optimizing project economics and scaling production volumes while complying with low-carbon certification standards. There is a strategic focus on placing merchant hydrogen hubs near high-demand centers like industrial clusters and mobility zones to minimize delivery costs and enhance supply responsiveness. These firms are also exploring digital technologies to streamline operations, improve delivery timelines, and maintain real-time visibility across hydrogen supply chains. Integrated business models that combine on-site generation, networked infrastructure, and smart delivery management systems are becoming standard practice among major players.

To gain a competitive edge, companies are strengthening their regional presence through strategic partnerships, aligning with regulatory roadmaps, and securing funding support for large-scale deployment. By leveraging these efforts, industry participants are well-positioned to meet the growing demand for low-carbon hydrogen across a broad spectrum of end-use sectors, thereby shaping the future of the global energy transition.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Base estimates & calculations
1.3 Forecast calculation
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 Company market share
4.3 Strategic dashboard
4.4 Strategic initiative
4.5 Competitive benchmarking
4.6 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Process, 2021 - 2034 (USD Billion)

5.1 Key trends
5.2 Steam reformer
5.3 Electrolysis
5.4 Others

Chapter 6 Market Size and Forecast, By Application, 2021 - 2034 (USD Billion)

6.1 Key trends
6.2 Petroleum refinery
6.3 Chemical
6.4 Metal
6.5 Others

Chapter 7 Market Size and Forecast, By Region, 2021 - 2034 (USD Billion)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
- 7.2.3 Mexico
7.3 Europe
- 7.3.1 Germany
- 7.3.2 Italy
- 7.3.3 Netherlands
- 7.3.4 Russia
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 India
- 7.4.3 Japan
7.5 Middle East & Africa
- 7.5.1 Saudi Arabia
- 7.5.2 Iran
- 7.5.3 UAE
- 7.5.4 South Africa
7.6 Latin America
- 7.6.1 Brazil
- 7.6.2 Argentina
- 7.6.3 Chile