市场调查报告书
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1609923
日本製氢市场规模、份额、趋势和预测(按技术、系统类型、应用和地区划分),2025-2033 年Japan Hydrogen Generation Market Size, Share, Trends, and Forecast by Technology, Systems Type, Application, and Region, 2025-2033 |
2024 年日本氢气生产IMARC Group规模为 106 亿美元。由于政府倡议以及不断增长的工业和能源需求,该市场正在快速增长。此外,增加绿色氢基础设施的发展、扩大氢在各行业的应用以及加强氢供应链的全球合作伙伴关係也有利于市场扩张。
支持氢作为清洁能源的强有力的政府计划和法规是推动日本製氢市场的主要因素。氢是日本政府能源转型策略的关键组成部分,该策略旨在到 2050 年实现碳中和。此外,日本的基本氢战略和氢社会路线图也制定了增加氢在工业、发电和交通等各行业使用的详细计划。例如,日本计划在2024年与日本氢能协会和Advantage Partners设立1,500亿日圆基金,以支持东南亚的氢能项目,并专注于发电、液化技术和交通设施。这些努力正在为氢气生产技术的创新和投资创造有利的环境。
日本的工业和能源部门正在转向氢作为减少碳排放的可持续解决方案。钢铁、化学製造和电子等行业正在采用氢基製程来满足严格的环境法规。此外,氢在发电和作为再生能源储存介质的能源领域越来越受到关注。例如,2024 年,东芝收到订单,为其湘南工厂供应 500 kW H2Rex(TM) 氢燃料电池系统,以满足日本不断增长的工业和能源对更清洁、更高效的电力解决方案的需求。这种不断增长的需求正在推动氢气市场的发展,使日本成为全球氢经济的领导者。
绿色氢能基础设施加速发展
日本到 2050 年实现碳中和的国家战略的主要组成部分之一是绿氢基础设施。因此,利用日本的再生能源,包括风能和太阳能,透过电解生产氢气将逐步扩大规模。政府资助、私人投资和电解槽技术成本的降低确保了这一转变。目前,许多大型绿色氢计画正在进行中,其目标是降低生产成本,使可持续的氢经济可行。例如,ENEOS、出光兴产和北海道电力计画在 2024 年为地区工厂和北海道炼油厂规划一条年产 10,000 吨的绿色氢气供应链,使用由离岸风电提供动力的 100 兆瓦电解。对绿氢的关注凸显了日本对环境永续性的承诺及其引领清洁能源创新的雄心。
扩大氢在各行业的应用
如今,氢的应用正在扩展到运输、发电和工业流程等所有领域。在增加加氢基础设施投资的支持下,日本正在将氢整合到燃料电池汽车(FCV)、氢动力火车和船舶中。例如,2024 年,日本经济产业省启动了一项 4 兆日圆(即 260 亿美元)的公私合作计划,开发下一代氢动力客机,旨在彻底改变永续航空技术。氢气也用于电力部门的电网规模储能以及作为火力发电厂的清洁燃料。在钢铁和化学工业,基于氢的技术正在获得认可,同时需要遵守更严格的排放法规。这种多部门采用氢气在日本越来越受欢迎,创造了对氢气发电的需求。
加强氢供应链的全球合作伙伴关係
日本正在致力于建立良好的氢供应链的国际伙伴关係。与再生能源充足国家的合约关係允许进口低成本氢气。合资企业的目的是扩大生产、研究改进的储存和运输技术以及保证供应。例如,2024 年 10 月,空中巴士 UpNext 和东芝能源系统公司同意共同开发用于氢动力飞机的 2 兆瓦超导电机,利用 -253°C 液态氢作为燃料和冷却。这些伙伴关係对于日本在确保能源安全的同时满足氢的消费需求至关重要。日本正在透过提供更快向氢能支持的经济转型的机会来加强其在全球氢能市场中的作用。
The Japan hydrogen generation market size was valued at USD 10.6 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 14.0 Billion by 2033, exhibiting a CAGR of 4.1% from 2025-2033. The market is witnessing rapid growth due to government initiatives and growing industrial and energy demand. Additionally, increasing green hydrogen infrastructure developments, expanding hydrogen applications across various industries, and strengthening global partnerships for hydrogen supply chains are favoring market expansion.
Strong government programs and regulations supporting hydrogen as a clean energy source are the main factors propelling the hydrogen generation market in Japan. Hydrogen is a key component of the Japanese government's energy transition strategy, which aims to attain carbon neutrality by 2050. Infrastructure for hydrogen production, such as fuel cell technologies and green hydrogen projects, is receiving subsidies, tax breaks, and significant expenditures. Furthermore, a detailed plan for increasing the use of hydrogen in a variety of industries, including industry, power generation, and transportation, is laid out in Japan's Basic Hydrogen Strategy and the Hydrogen Society Roadmap. For instance, in 2024, Japan planned a ¥150 billion fund with the Japan Hydrogen Association and Advantage Partners to support hydrogen projects in Southeast Asia, focusing on power generation, liquefaction technology, and transport facilities. These efforts are creating a conducive environment for innovation and investment in hydrogen generation technologies.
Japan's industrial and energy sectors are turning to hydrogen as a sustainable solution to reduce carbon emissions. Industries such as steel, chemical manufacturing, and electronics are adopting hydrogen-based processes to meet stringent environmental regulations. Furthermore, hydrogen is gaining traction in the energy sector for power generation and as a storage medium for renewable energy. For instance, in 2024, Toshiba received an order to supply Tanaka Kikinzoku Kogyo with a 500 kW H2Rex(TM) hydrogen fuel cell system for its Shonan Plant, addressing Japan's growing industrial and energy demand for cleaner, more efficient power solutions. This growing demand is propelling the hydrogen generation market, establishing Japan as a leader in the global hydrogen economy.
Accelerated Development of Green Hydrogen Infrastructure
One of the main components of Japan's national strategy for achieving carbon neutrality by 2050 is green hydrogen infrastructure. Thus, the use of Japan's renewable energies, including wind and solar sources, to produce hydrogen through electrolysis will be gradually scaled up. Government funding, private investments, and reductions in electrolyzer technology costs ensure this shift. Presently, many large-scale green hydrogen projects are underway with the goal of reducing the production cost to make a sustainable hydrogen economy viable. For instance, in 2024, ENEOS, Idemitsu Kosan, and Hokkaido Electric planned a 10,000 mt/year green hydrogen supply chain using 100 MW electrolysis powered by offshore wind for regional plants and a Hokkaido refinery. This focus on green hydrogen underscores Japan's commitment to environmental sustainability and its ambition to lead in clean energy innovation.
Expansion of Hydrogen Applications Across Industries
Applications of hydrogen are expanding today across all sectors such as transportation, power generation, and industrial processes. Japan is integrating hydrogen into fuel cell vehicles (FCVs), hydrogen-powered trains, and marine vessels, supported by increasing investments in refueling infrastructure. For instance, in 2024, the Japanese Ministry of Economy, Trade and Industry launched a ¥4 trillion (or $26 billion) public-private initiative to develop next-generation hydrogen-powered passenger jets intended to revolutionize sustainable aviation technology. Hydrogen is also used for grid-scale energy storage in the power sector and as a clean fuel for thermal power plants. In the steel and chemicals industries, hydrogen-based technologies are gaining acceptance, along with the need to comply with stricter emission regulations. Such multi-sectoral adoption of hydrogen is gaining traction in Japan, hence creating demand for hydrogen generation.
Strengthened Global Partnerships for Hydrogen Supply Chains
Japan is engaged in international partnerships towards developing a good hydrogen supply chain. Contractual ties with renewable energy-sufficient countries have allowed for the import of low-cost hydrogen. Joint ventures are aimed at scaling production, researching of improved storage and transportation technologies, and an assured supply. For instance, in October 2024, Airbus UpNext and Toshiba Energy Systems agreed to co-develop a two-megawatt superconducting motor for hydrogen-powered aircraft, leveraging -253°C liquid hydrogen for fuel and cooling. These partnerships are critical for Japan to supply the consumption demand for hydrogen while ensuring energy security. Japan is reinforcing its role in the global hydrogen market by providing opportunities for faster transitions to an economy backed by hydrogen.
Coal Gasification
Steam Methane Reforming
Others
Coal gasification is a technology that converts coal into syngas, a mixture of hydrogen, carbon monoxide, and methane through a high-temperature reaction with controlled oxygen and steam. It is a transitional technique used in Japan's hydrogen generation sector to manufacture hydrogen on a large scale as renewable energy infrastructure keeps growing. This technology guarantees a steady supply of hydrogen for industrial uses and helps the nation achieve its energy diversification objectives. In line with Japan's carbon neutrality goals, ongoing developments seek to increase efficiency and lower carbon emissions.
Steam methane reforming (SMR) is a widely used technology that extracts hydrogen from methane-rich natural gas through a high-temperature reaction with steam. SMR is a key component of the hydrogen generation business in Japan since it is an affordable way to manufacture hydrogen in large quantities for use in electricity, transportation, and industry. Japan is investing in carbon capture and storage (CCS) technology to reduce related emissions, even though SMR presently dominates hydrogen generation. With this strategy, SMR can act as a stopgap measure while the nation develops its green hydrogen infrastructure.
Merchant
Captive
In the systems type segment, merchant hydrogen refers to the production of hydrogen at centralized facilities for distribution and sale to various end-users, including industrial, transportation, and energy sectors. By guaranteeing a steady and expandable supply, Japan's merchant hydrogen infrastructure helps to meet the country's rising demand for hydrogen. This technique simplifies transportation by pipelines, tankers, or cylinders and permits cost efficiency through large-scale production. As green hydrogen infrastructure and localized production capabilities are being established, merchant hydrogen is essential to Japan's hydrogen economy because it fills supply shortages.
In the systems type segment, captive hydrogen refers to hydrogen produced onsite by industrial facilities for their consumption rather than for external sale. The captive hydrogen system is crucial to Japan's steel, chemical, and refining sectors because it allows them to effectively meet their feedstock and operating energy needs. This strategy guarantees a dependable hydrogen source for vital operations while lowering reliance on outside supply chains. In line with Japan's larger hydrogen economy and environmental objectives, captive hydrogen generation aids in the country's industrial decarbonization initiatives.
Methanol Production
Ammonia Production
Petroleum Refinery
Transportation
Power Generation
Others
Methanol production in the application segment involves using hydrogen as a key feedstock to synthesize methanol through a catalytic reaction with carbon monoxide or carbon dioxide. This use is essential to the production of methanol, a versatile chemical used in fuels, adhesives, and plastics, in Japan's hydrogen generation sector. Methanol is also used as a clean-burning fuel substitute and for energy storage. Japan uses hydrogen to meet industrial demand by promoting the manufacture of methanol, which also helps with its efforts to diversify its energy sources and create a low-carbon economy.
Ammonia production in the application segment utilizes hydrogen as a core input, combining it with nitrogen through the Haber-Bosch process. This application is essential to produce ammonia, a vital component of industrial chemicals and fertilizers, as well as an emerging renewable energy carrier in Japan's hydrogen generation sector. The potential of ammonia as a low-carbon fuel and a medium for storing hydrogen supports Japan's efforts to switch to a sustainable energy system. Japan uses hydrogen to meet industrial demands and its carbon neutrality objectives by increasing ammonia production.
In the application segment, petroleum refineries use hydrogen primarily for hydrocracking and desulfurization processes, which improve fuel quality and reduce sulfur emissions. This use is crucial to satisfying the need for greener fuels and guaranteeing adherence to strict environmental rules in Japan's hydrogen-generating business. Low-sulfur gasoline, diesel, and jet fuel may be produced using hydrogen, which supports Japan's sustainability and carbon reduction objectives. The use of hydrogen in refining processes emphasizes how crucial it is to updating Japan's industrial and energy infrastructure.
Transportation utilizes hydrogen as a clean energy source for fuel cell vehicles (FCVs), hydrogen-powered trains, and other mobility solutions. Hydrogen is essential to Japan's efforts to decarbonize its transportation industry and meet its carbon neutrality targets. Improvements in fuel cell technology and growing refueling infrastructure facilitate the use of hydrogen-powered automobiles. Japan's market for hydrogen generation is expanding as a result of the integration of hydrogen into transportation, which lessens dependency on fossil fuels, improves energy security, and encourages sustainable mobility.
In the application segment, power generation leverages hydrogen as a clean energy source for producing electricity through fuel cells or hydrogen combustion in turbines. Hydrogen power generation in Japan helps the country move toward a low-carbon energy mix, tackling the dual problems of lowering greenhouse gas emissions and guaranteeing energy security. In order to balance out sporadic renewable energy sources like solar and wind, hydrogen is a dependable choice for grid-scale energy storage. The market for hydrogen generation is expanding as a result of this integration, which also strengthens Japan's energy resilience and supports its aggressive carbon neutrality goals.
The competitive landscape of Japan's hydrogen generation market is dominated by major companies that are investing heavily in green hydrogen projects, advanced fuel cell technologies, and infrastructure development. For instance, in September 2024, Japan's Ministry of Defense contracted Mitsubishi Heavy Industries and Japan Marine United to build two Aegis System Equipped Vessels for $980 million and $930 million, respectively. In addition, collaborations with international stakeholders and innovative solutions for hydrogen production, storage, and transportation are driving market competitiveness. Government support further enhances the growth potential for domestic and global players.
The report provides a comprehensive analysis of the competitive landscape in the Japan hydrogen generation market with detailed profiles of all major companies.
In November 2024, MHI Thermal Systems, part of Mitsubishi Heavy Industries Group, secured an order from Aisan Industry for a large-scale Aquifer Thermal Energy Storage system at its new Anjo Plant, marking the first practical ATES application in Japan's Chubu region.