美国粉红氢市场规模、份额和趋势分析报告：按製程、最终用途、细分市场预测、主要企业和竞争分析，2025-2033 年

美国粉红氢市场摘要

美国粉红氢市场规模预计在2024年达到86亿美元，预计2033年将达到约1,010.1亿美元，2025年至2033年的复合年增长率为31.58%。粉红氢透过核能动力来源生产，是一种零排放、可靠的氢源，与美国脱碳和能源安全的双重目标高度契合。

随着美国力争2050年实现净零排放，并大力投资清洁氢能中心，粉红氢能正成为绿氢和蓝氢的重要补充，支持工业脱碳和电网弹性。

美国粉红色氢能产业发展势头强劲，尤其是在美国能源部氢能战略下扩大了对核能电解基础设施的投资。通货膨胀控制法案下的生产税额扣抵(PTC) 和两党基础设施法提供的资金等支持政策正在加速技术示范和试点部署。固体氧化物和高温电解的进步，加上核能发电商和氢能技术公司的合作努力，正在扩大粉红色氢能的商业性可行性。核能发电厂的稳定输出使粉红色氢能对于需要不间断氢气供应的应用特别有吸引力，例如氨生产、精炼和远距运输。随着伊利诺州、维吉尼亚和密西根州等州在其清洁氢能战略中利用核能资产，美国粉红氢能产业有望成为更广泛氢能经济的重要支柱。

目录

第一章调查方法与范围

第二章执行摘要

第三章市场变数、趋势和范围

• 市场体系展望
• 渗透和成长前景图
• 价值链分析
• 法律规范
  • 标准与合规性
  • 监管影响分析
• 市场动态
  • 市场驱动因素分析
  • 市场限制因素分析
  • 市场机会
  • 市场挑战
• 波特五力分析
  • 供应商的议价能力
  • 买方的议价能力
  • 替代威胁
  • 新进入者的威胁
  • 竞争对手之间的竞争
• PESTLE分析
  • 政治的
  • 经济
  • 社会状况
  • 科技
  • 环境
  • 合法地

第四章美国粉红氢市场：过程评估与趋势分析

• 美国粉红氢市场：2024 年和 2033 年製程变化分析
• PEM电解
• 碱性电解
• 固体氧化物电解

第五章美国粉红氢市场：最终用途估算与趋势分析

• 美国粉红氢市场：2024 年和 2033 年最终用途变化分析
• 炼油厂
• 氨
• 甲醇
• 钢铁生产
• 运输
• 其他的

第六章 竞争态势

• 主要市场参与企业的近期动态
• 公司分类
• 主要元件供应商及通路伙伴名单
• 2024年公司市场占有率及定位分析
• 热图分析
• 供应商格局
  • 原料加工供应商名录
  • 经销商/贸易商名单
  • 其他主要製造商名单
• List of Prospective End Users
• 战略地图
• 公司简介/上市公司
  • Air Products &Chemicals
  • Exelon Corporation
  • Constellation Energy
  • SGH2 Energy
  • Linde plc
  • Bloom Energy
  • Westinghouse Electric Company
  • Plug Power Inc.
  • Cummins Inc.
  • ExxonMobil

U.S. Pink Hydrogen Market Summary

The U.S. pink hydrogen market size was estimated at USD 8.60 billion in 2024 and is projected to reach around USD 101.01 billion by 2033, growing at a CAGR of 31.58% from 2025 to 2033. Pink hydrogen, produced via electrolysis powered by nuclear energy, offers a zero-emission and high-reliability hydrogen source that aligns closely with the U.S. dual decarbonization and energy security objectives.

With the United States aiming for net-zero emissions by 2050 and investing heavily in clean hydrogen hubs, pink hydrogen is emerging as a critical complement to green and blue hydrogen in supporting deep industrial decarbonization and grid resilience.

The U.S. pink hydrogen industry is gaining momentum through growing investments in nuclear-powered electrolysis infrastructure, particularly under the Department of Energy's hydrogen strategy. Supportive policies, such as production tax credits (PTCs) under the Inflation Reduction Act and funding through the Bipartisan Infrastructure Law, are accelerating technology demonstrations and pilot deployments. Advancements in solid oxide and high-temperature electrolysis, along with collaborative efforts between nuclear utilities and hydrogen technology firms, are expanding the commercial viability of pink hydrogen. The stable output of atomic plants makes pink hydrogen especially attractive for applications demanding uninterrupted hydrogen supply, such as ammonia production, refining, and long-haul mobility. As states like Illinois, Virginia, and Michigan leverage their nuclear assets in clean hydrogen strategies, the U.S. pink hydrogen industry is set to become a key pillar in the country's broader hydrogen economy.

U.S. Pink Hydrogen Market Report Segmentation

This report forecasts revenue growth at country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For the purpose of this study, Grand View Research has segmented the U.S. pink hydrogen market report based on the process, and end use.

• Process Outlook (Revenue, USD Billion, 2021 - 2033)
• PEM Electrolysis
• Alkaline Electrolysis
• Solid Oxide Electrolysis
• End Use Outlook (Revenue, USD Billion, 2021 - 2033)
• Refinery
• Ammonia
• Methanol
• Steel Production
• Transport
• Others

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation & Scope
• 1.2. Market Definition
• 1.3. Information Procurement
  • 1.3.1. Information Analysis
  • 1.3.2. Market Formulation & Data Visualization
  • 1.3.3. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Snapshot
• 2.2. Segmental Outlook
• 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Penetration & Growth Prospect Mapping
• 3.3. Value Chain Analysis
• 3.4. Regulatory Framework
  • 3.4.1. Standards & Compliance
  • 3.4.2. Regulatory Impact Analysis
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunities
  • 3.5.4. Market Challenges
• 3.6. Porter's Five Forces Analysis
  • 3.6.1. Bargaining Power of Suppliers
  • 3.6.2. Bargaining Power of Buyers
  • 3.6.3. Threat of Substitution
  • 3.6.4. Threat of New Entrants
  • 3.6.5. Competitive Rivalry
• 3.7. PESTLE Analysis
  • 3.7.1. Political
  • 3.7.2. Economic
  • 3.7.3. Social Landscape
  • 3.7.4. Technology
  • 3.7.5. Environmental
  • 3.7.6. Legal

Chapter 4. U.S. Pink Hydrogen Market: Process Estimates & Trend Analysis

• 4.1. U.S. Pink Hydrogen Market: Process Movement Analysis, 2024 & 2033
• 4.2. PEM Electrolysis
  • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 4.3. Alkaline Electrolysis
  • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 4.4. Solid Oxide Electrolysis
  • 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)

Chapter 5. U.S. Pink Hydrogen Market: End Use Estimates & Trend Analysis

• 5.1. U.S. Pink Hydrogen Market: End Use Movement Analysis, 2024 & 2033
• 5.2. Refinery
  • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.3. Ammonia
  • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.4. Methanol
  • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.5. Steel Production
  • 5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.6. Transport
  • 5.6.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.7. Others
  • 5.7.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)

Chapter 6. Competitive Landscape

• 6.1. Recent Developments By Key Market Participants
• 6.2. Company Categorization
• 6.3. List of Key Component Suppliers & Channel Partners
• 6.4. Company Market Share & Positioning Analysis, 2024
• 6.5. Heat Map Analysis
• 6.6. Vendor Landscape
  • 6.6.1. List of Raw Process Suppliers
  • 6.6.2. List of Distributors/Traders
  • 6.6.3. List of Other Prominent Manufacturers
• 6.7. List of Prospective End Users
• 6.8. Strategy Mapping
• 6.9. Company Profiles/Listing
  • 6.9.1. Air Products & Chemicals
    • 6.9.1.1. Company Overview
    • 6.9.1.2. Financial Performance
    • 6.9.1.3. Product Benchmarking
  • 6.9.2. Exelon Corporation
    • 6.9.2.1. Company Overview
    • 6.9.2.2. Financial Performance
    • 6.9.2.3. Product Benchmarking
  • 6.9.3. Constellation Energy
    • 6.9.3.1. Company Overview
    • 6.9.3.2. Financial Performance
    • 6.9.3.3. Product Benchmarking
  • 6.9.4. SGH2 Energy
    • 6.9.4.1. Company Overview
    • 6.9.4.2. Financial Performance
    • 6.9.4.3. Product Benchmarking
  • 6.9.5. Linde plc
    • 6.9.5.1. Company Overview
    • 6.9.5.2. Financial Performance
    • 6.9.5.3. Product Benchmarking
  • 6.9.6. Bloom Energy
    • 6.9.6.1. Company Overview
    • 6.9.6.2. Financial Performance
    • 6.9.6.3. Product Benchmarking
  • 6.9.7. Westinghouse Electric Company
    • 6.9.7.1. Company Overview
    • 6.9.7.2. Financial Performance
    • 6.9.7.3. Product Benchmarking
  • 6.9.8. Plug Power Inc.
    • 6.9.8.1. Company Overview
    • 6.9.8.2. Financial Performance
    • 6.9.8.3. Product Benchmarking
  • 6.9.9. Cummins Inc.
    • 6.9.9.1. Company Overview
    • 6.9.9.2. Financial Performance
    • 6.9.9.3. Product Benchmarking
  • 6.9.10. ExxonMobil
    • 6.9.10.1. Company Overview
    • 6.9.10.2. Financial Performance
    • 6.9.10.3. Product Benchmarking

List of Tables

• Table 1 U.S Pink Hydrogen market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 2 PEM Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 3 Alkaline Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 4 Solid Oxide Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 5 U.S Pink Hydrogen market estimates & forecasts, in Refinery, 2021 - 2033 (USD Billion)
• Table 6 U.S Pink Hydrogen market estimates & forecasts, in Ammonia, 2021 - 2033 (USD Billion)
• Table 7 U.S Pink Hydrogen market estimates & forecasts, in Methanol, 2021 - 2033 (USD Billion)
• Table 8 U.S Pink Hydrogen market estimates & forecasts, in Steel Production, 2021 - 2033 (USD Billion)
• Table 9 U.S Pink Hydrogen market estimates & forecasts, in Transport, 2021 - 2033 (USD Billion)
• Table 10 U.S Pink Hydrogen market estimates & forecasts, in Others, 2021 - 2033 (USD Billion)
• Table 11 U.S Pink Hydrogen market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 12 U.S Pink Hydrogen market estimates & forecasts by process, 2021 - 2033 (USD Billion)
• Table 13 U.S Pink Hydrogen market estimates & forecasts by End Use, 2021 - 2033 (USD Billion)

List of Figures

• Fig. 1 Market segmentation
• Fig. 2 Information procurement
• Fig. 3 Data analysis models
• Fig. 4 Market formulation and validation
• Fig. 5 Data validating & publishing
• Fig. 6 Market snapshot
• Fig. 7 Segmental outlook - Process & End Use
• Fig. 8 Competitive Outlook
• Fig. 9 U.S. Pink Hydrogen market outlook, 2021-2033 (USD Billion)
• Fig. 10 Value chain analysis
• Fig. 11 Market dynamics
• Fig. 12 Porter's Analysis
• Fig. 13 PESTEL Analysis
• Fig. 14 U.S. Pink Hydrogen market, by process: Key takeaways
• Fig. 15 U.S. Pink Hydrogen market, by process: Market share, 2024 & 2033
• Fig. 16 U.S. Pink Hydrogen market, by End Use: Key takeaways
• Fig. 17 U.S. Pink Hydrogen market, by End Use: Market share, 2024 & 2033