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市场调查报告书
商品编码
1820326
2025 年至 2033 年氢气生产市场规模、份额、趋势及预测(按技术、应用、系统类型和地区)Hydrogen Generation Market Size, Share, Trends and Forecast by Technology, Application, Systems Type, and Region, 2025-2033 |
2024年,全球氢气生产市场规模达1,725亿美元。展望未来, IMARC Group预测,到2033年,市场规模将达到2,724亿美元,2025-2033年期间的复合年增长率为5.14%。亚太地区目前占据市场主导地位,2024年将占据超过35.4%的市场。日益增长的环境问题、对永续能源需求的不断增长以及全球对再生能源需求的不断增长是推动市场发展的一些关键因素。
全球市场主要受清洁能源解决方案日益增长的需求所驱动,这些解决方案旨在最大限度地减少温室气体排放,同时应对气候变迁。世界各国政府正透过扶持政策、补贴和基础建设投资,推动氢能成为永续能源载体,进而推动市场发展。电解和碳捕获等氢气技术进步显着提高了效率和成本效益,进一步加速了市场成长。交通运输、发电和化学等产业对氢能的日益普及促进了需求成长,而氢能与再生能源项目的日益融合也提升了其市场吸引力。 2024年2月14日,印度新再生能源部(MNRE)发布了「国家绿色氢能计画」下的绿氢能试点计画指南,旨在推动绿色氢能作为公车、卡车和四轮车燃料的试点计画。该计画下的总预算支出将在2025-26财年达到49.6亿卢比。此外,对能源独立的日益关注以及全球脱碳的推动也为市场提供了动力。
美国作为重要的区域市场脱颖而出,主要受炼油、氨生产和甲醇合成等工业领域对氢气需求不断增长的推动。太阳能和风能等再生能源项目的成长提高了绿色氢气的生产效率,这符合永续发展目标。包括管道和加氢站在内的氢气储存和输送基础设施正在建设中,旨在打造强大的供应链,以满足日益增长的应用需求。公私合作伙伴关係以及能源公司、技术开发人员和政府机构之间的合作正在促进创新和市场准入。此外,人们对氢气作为电网弹性备用电源的兴趣日益浓厚,其在钢铁和水泥等重工业中的应用潜力也使其在能源领域的影响力日益提升。
朝向永续能源转型
世界各国政府正实施强而有力的措施,以减少汽车等产业的碳排放,进而推动清洁能源解决方案的普及。 2023年,全球售出的汽车中将有近20%是电动车(EV)。同时,氢气作为发电厂发电机冷却剂的角色正逐渐成为关键的成长动力。旨在最大程度降低氢气生产技术成本和生态足迹的项目正在兴起,其中基于核能的製氢作为经济、低碳的替代方案正日益受到关注。这一发展趋势正在推动全球玻璃净化、化肥生产和半导体製造等关键应用领域对氢气的需求。
经济与政策催化剂
石油和天然气等传统燃料成本的上升,加上电价的上涨,正在增加氢能对各行各业的吸引力。国际能源总署 (IEA) 的数据显示,2022 年全球化石燃料补贴首次超过 1 兆美元。同时,各国政府对清洁能源的采用也增强了市场的乐观前景。例如,氢气广泛用于生产新材料,包括氢化聚合物和金属,与旧替代品相比,它们表现出更好的性能和附加价值。加氢站的设计旨在节能且具有成本效益,进一步推动了所有这些创新。截至 2023 年 9 月,印度已有 2 个加氢站,分别位于法里达巴德的印度石油研发中心和古尔冈的国家太阳能研究所。
持续的技术进步
技术进步和成本降低不断使氢气生产变得更加经济实惠和便捷,从而推动了该领域的投资。这进一步催生了氢能产品和服务的新市场。从能源到製造业,氢能已融入各个垂直产业,并正在推动其应用率的提升。该市场也受益于永续基础设施建设的蓬勃发展,例如提高氢气生产能力和优化氢能係统效率的努力。这些发展增强了氢能作为清洁能源的全球吸引力,并将其定位为应对气候变迁挑战的基石。
The global hydrogen generation market size was valued at USD 172.5 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 272.4 Billion by 2033, exhibiting a CAGR of 5.14% during 2025-2033. Asia-Pacific currently dominates the market, holding a significant market share of over 35.4% in 2024. The rising environmental concerns, increasing need for sustainable energy sources, and the escalating demand for renewable energy across the globe represent some of the key factors driving the market.
The global market is primarily driven by the increasing demand for clean energy solutions to minimize greenhouse gas emissions while combating climate change. Governments across the globe are promoting hydrogen as a sustainable energy carrier through supportive policies, subsidies, and investments in infrastructure development which is driving the market. Technological advancements in hydrogen production, such as electrolysis and carbon capture, have significantly improved efficiency and cost-effectiveness, further accelerating market growth. Rising adoption across industries such as transportation, power generation, and chemicals enhances demand, while the growing integration of hydrogen into renewable energy projects propels its market appeal. On February 14, 2024, the Ministry of New & Renewable Energy (MNRE), India, released scheme guidelines to facilitate pilot projects for the use of green hydrogen as fuel in buses, trucks, and four-wheelers under National Green Hydrogen Mission. The total budgetary outlay under this scheme would be Rs 496 crore till the financial year 2025-26. Additionally, the increasing focus on energy independence and the global push for decarbonization is providing an impetus to the market.
The United States stands out as a key regional market, primarily driven by increasing industrial demand for hydrogen in refining, ammonia production, and methanol synthesis. The growth of renewable energy projects, such as solar and wind, improves the production of green hydrogen, which is in line with sustainability goals. Hydrogen storage and distribution infrastructure, including pipelines and fueling stations, is being developed to create a strong supply chain for growing adoption. Public-private partnerships and cooperation between energy companies, technology developers, and government agencies are escalating innovation and market access. In addition, increased interest in hydrogen as a backup power source for grid resilience and its potential to be used in heavy industries including steel and cement is increasing its presence in the energy space.
Transition to Sustainable Energy Sources
Governments worldwide are implementing robust measures to reduce carbon emissions in sectors such as the automotive industry, fostering an uptick in the adoption of clean energy solutions. In 2023, nearly 20% of all cars sold globally were electric vehicles (EVs). Concurrently, hydrogen's role as a coolant in power plant generators is emerging as a pivotal growth driver. Projects aimed at minimizing the costs and ecological footprint of hydrogen production technologies are on the rise, with nuclear energy-based hydrogen generation gaining traction as an economical, low-carbon alternative. This development is fueling the demand for hydrogen in key applications including glass purification, fertilizer production, and semiconductor manufacturing globally.
Economic and Policy Catalysts
The rising costs of conventional fuels such as oil and natural gas, combined with escalating electricity prices, are increasing the appeal of hydrogen-based energy sources across industries. In 2022, global fossil fuel subsidies surpassed USD 1 trillion for the first time, according to the International Energy Agency (IEA). Meanwhile, the adoption of clean energy by governments is enhancing the positive outlook in the market. Hydrogen is, for instance widely used in the production of new materials including hydrogenated polymers and metals which show better performance and value added compared to the old alternative. All these innovations are further propelled by the hydrogen refueling stations, designed to be energy-efficient and cost-effective. As of September 2023, India has 2 hydrogen refuelling stations, located at Indian Oil's R&D Centre and the National Institute of Solar Energy in Faridabad and Gurugram respectively.
Continuous Technological Advancements
Advances in technology and cost reductions are continually making hydrogen generation more affordable and accessible, thereby creating investments in the sector. This is further catalyzing new markets for hydrogen-based products and services. Hydrogen integration into various industry verticals from energy to manufacturing is propelling its adoption rate. The market is also benefiting from the growing trend of sustainable infrastructure, such as efforts to increase the capacities of hydrogen production and fine-tune the efficiency of hydrogen power systems. These developments enhance the global appeal of hydrogen as a clean source of energy and position it as a cornerstone for addressing the challenges of climate change.
Steam methane reforming stands as the largest component in 2024, holding around 64.5% of the market. This is due to its economical and efficient production of large-scale hydrogen. SMR relies on natural gas as the main feedstock that is reacted with steam at high temperatures to produce hydrogen and carbon monoxide, which undergo a water-gas shift reaction to provide more hydrogen. Although there are environmental concerns related to carbon emissions, the technology is widely used due to the established infrastructure and the capacity to fulfill industrial hydrogen requirements. Many industries use SMR for refining, ammonia production, and methanol synthesis. Further, developments in CCS technologies are also helping mitigate environmental concerns, thus ensuring SMR remains a continued preferred choice in the transition toward low-carbon hydrogen solutions.
Ammonia production leads the market with around 21.6% of market share in 2024 due to its extensive use in fertilizer manufacturing and other industrial processes. Ammonia is produced via the Haber-Bosch process, which requires hydrogen as a crucial feedstock. As more food is demanded globally, fertilizers used in agriculture increase their demand for ammonia, thereby increasing their consumption of hydrogen. Additionally, ammonia is also emerging as an excellent hydrogen carrier and clean source of energy in the market. The increasing need for greener ammonia with renewable hydrogen is further encouraging the use of ammonia, enhancing its dominance in hydrogen applications as well as its criticality in energy transition strategies all over the world.
Merchant reforming leads the market with around 62.5% of market share in 2024, primarily due to its scalability and ability to cater to a wide range of industries. Hydrogen is generated through methods such as steam methane reforming in centralized facilities, which then provide it to the end-users. This system does not rely on a significant on-site production infrastructure and thus represents one of the more economical approaches for industries needing significant amounts of hydrogen. Merchant reforming supports applications in the refining, chemical production, and energy sectors, among others. Its dominance is further bolstered by advancements in transportation technologies, such as high-pressure tube trailers and liquefied hydrogen carriers, which enhance distribution efficiency. This system type is instrumental in meeting rising hydrogen demands globally.
In 2024, Asia-Pacific accounted for the largest market share of over 35.4%. This is due to rapid industrialization, rising energy consumption, and government policies in these countries for clean energy alternatives. China, Japan, South Korea, and India are the major economies that have been at the forefront of hydrogen adoption across refining, transportation, and manufacturing sectors. Hydrogen production is dominated by China due to its robust industrial base and its reliance on coal gasification, whereas Japan and South Korea are investing in hydrogen-based fuel cells and infrastructure development. India is advancing green hydrogen projects to reduce carbon footprints. The region is receiving major investments in hydrogen technologies and large-scale production facilities. Policies promoting renewable hydrogen in support of global climate goals strengthen Asia-Pacific's leadership.
United States Hydrogen Generation Market Analysis
The hydrogen generation market in the United States is driven by the country's growing commitment to clean energy and decarbonization. Federal and state-level initiatives, such as the Infrastructure Investment and Jobs Act and the Clean Energy Standard, are promoting the development of hydrogen technologies and infrastructure. With a strong emphasis on renewable energy sources, the U.S. is increasingly investing in green hydrogen production, supported by advancements in electrolysis technology and renewable power integration. The transportation sector, which contributed 6.7% to the U.S. GDP in 2022, or approximately USD 1.7 Trillion, is a major driver of hydrogen demand. The adoption of hydrogen fuel cell vehicles (FCVs) is particularly prominent in states like California, where regulatory frameworks encourage clean mobility. Additionally, hydrogen plays a key role in industrial applications such as refining, steel manufacturing, and ammonia production. Partnerships between private companies, government bodies, and research institutions are further accelerating advancements in hydrogen storage, transport, and distribution. The potential for hydrogen to support the U.S. in achieving net-zero emissions by mid-century solidifies its role in the country's energy future.
Asia Pacific Hydrogen Generation Market Analysis
The Asia-Pacific (APAC) region is witnessing significant growth in the hydrogen generation market due to its increasing focus on reducing carbon emissions and meeting energy demands. Key countries like Japan, South Korea, and China are at the forefront, investing in hydrogen as a clean fuel alternative, particularly in industries such as transportation and manufacturing. Notably, 50% of the world's top 10 economies for manufacturing are located in APAC, creating substantial demand for hydrogen in sectors like steel production, chemicals, and refining. Japan's commitment to hydrogen fuel cell vehicles (FCVs) and South Korea's green hydrogen initiatives are notable examples. Additionally, China's push for carbon neutrality by 2060 further fuels the adoption of hydrogen technologies. The region's growing investments in hydrogen infrastructure, including storage and transport networks, and strong government-private sector collaborations, are driving the market's expansion in APAC.
Europe Hydrogen Generation Market Analysis
Europe is a leading region in the hydrogen generation market, driven by ambitious green energy policies and a focus on decarbonizing various sectors. The European Union's Green Deal and its hydrogen strategy aim to significantly scale up clean hydrogen production, with the goal of producing 10 Million Tons of renewable hydrogen by 2030. Countries such as Germany, the Netherlands, and France are at the forefront of large-scale hydrogen projects focusing on green hydrogen as part of their energy transition agenda. European manufacturers are investing in advanced electrolysis technologies with significant support from national and EU funding programs. Further, Europe's strong industrial base, including heavy industries such as steel, chemicals, and refining, creates a huge demand for hydrogen as a cleaner energy source. Furthermore, growing concerns about energy security and dependence on imports of fossil fuels are driving the change in Europe toward self-sufficient hydrogen production. Beside this, cross-border hydrogen infrastructure developments are also gaining momentum as they enable a more integrated hydrogen economy and foster regional cooperation, which in turn expands the growth potential of this European market.
Latin America Hydrogen Generation Market Analysis
Latin America's hydrogen generation market is driven by the region's vast renewable energy resources, particularly in countries like Brazil, Chile, and Argentina. Brazil stands out with 89% renewable penetration, just behind Norway's 98.5%, making it a leading market for green hydrogen. Among the largest markets in the region, Colombia and Chile are also notable players, with renewable energy shares of around 75% and 55%. These nations are leveraging their wind and solar potential to develop green hydrogen projects, accelerating the region's transition to cleaner energy. International investments and regional partnerships further enhance the market's growth in Latin America.
Middle East and Africa Hydrogen Generation Market Analysis
The hydrogen generation market in the Middle East and Africa is propelled by the region's rich natural resources and its push toward diversifying energy sources. The Middle East produces approximately 30% of the world's oil, and oil-based revenue is a huge driver for the governments. Several countries, including Saudi Arabia and the UAE, are investing in green hydrogen production as part of their economic diversification plans and in their commitment to reducing carbon emissions. The region is apt for renewable energy, and the availability of solar power, among other conditions, supports the green hydrogen project.
The competitive landscape in the hydrogen generation market is intensely innovative and strategically collaborative between key players looking to take a share of growing demand. Key companies are investing significantly in research and development to move forward with hydrogen production technologies: green hydrogen from renewable sources and blue hydrogen with carbon capture capabilities. They are partnering and entering into joint ventures to increase their production capacities and establish hydrogen ecosystems worldwide. Market leaders are also setting up low-cost hydrogen re-fueling infrastructure and streamlining transportation logistics for the establishment of hydrogen across all markets. Strategic acquisitions and portfolio diversification are other leading trend, that helps companies enlarge their footprint in new geographies and meet the rising need for clean energy solutions.