封面
市场调查报告书
商品编码
2003236

全球电解槽市场(2024-2039 年)

Global Market for Electrolyzers, 2024-2039

出版日期: | 出版商: Information Trends, LLC | 英文 | 订单完成后即时交付

价格

本报告是对全球电解槽市场最全面的市场研究之一。基于广泛的研究,它对电解槽行业的趋势和发展进行了深入分析。

本研究涵盖了电解槽产业的几乎所有方面,评估了76家电解槽供应商的产品和服务。此外,本研究也评估了四种主要的电解槽技术,并探讨了它们各自的优点和缺点。

目录

第一章:概述和范围

  • 执行摘要
  • 调查范围
  • 首字母缩写词

第二章:引言

  • 氢作为能源来源
  • 氢气生产方法
    • 蒸气甲烷重整
    • 电解
  • 电解槽技术
    • 电解槽的评估
    • 电解槽的组成部分
    • 电解槽的效率
  • 电解槽的类型
    • AWE电解槽
    • PEM电解槽
    • SOEC电解槽
    • AEM电解槽
    • 比较评价
  • 部署前提条件
    • 水资源供应
    • 土地供应情况
  • 电解成本
    • 成本考量
    • 对利用率的影响
    • 电费

第三章:促进生长和阻碍因素

  • 成长驱动因素
    • 对绿氢的需求
    • 气候变迁
    • 石化燃料价格飙升
    • 引入可再生能源
    • 向氢能经济转型
    • 自动化
  • 成长阻碍因素
    • 成本障碍
    • 机械性质作为屏障
    • 其他年级
    • 导致延误和取消的因素
  • 原料的作用
    • 钪和钇
  • 原料供应受限

第四章 AWE电解槽

  • 概述
  • 标准AWE电解装置与加压AWE电解装置的比较。
  • 研究与开发领域
    • 电流密度
    • 膈肌厚度
  • 动作温度
  • AWE电解槽的特性
  • AWE电解设备的成本
  • 所需原料数量
  • 优点和缺点
    • 优势
    • 缺点
  • 主要参与企业
  • 概括

第五章 PEM电解槽

  • 概述
  • 外科手术
  • 特征
  • 电流密度
  • PEM电解槽的成本
  • 原料
  • 优点和缺点
    • 优势
    • 缺点
  • 主要参与企业
  • 概括

第六章 SOEC电解槽

  • 概述
  • 外科手术
  • 特征
  • 电流密度
  • SOEC电解槽的成本
  • 原料
  • 研究与开发
  • 优点和缺点
    • 优势
    • 缺点
  • 主要参与企业
  • 概括

第七章 AEM电解槽

  • 概述
  • 外科手术
  • 评估
  • 电流密度
  • 特征
  • 原料
  • AEM电解槽的成本
  • 优点和缺点
    • 优势
    • 缺点
  • 主要参与企业
  • 概括

第八章:电解槽的综合分析

  • 概述
  • 冷启动
  • 柔软性
  • 可再生能源的波动
  • 膈肌厚度
  • 研究与开发
  • 降低成本

第九章:与电解槽相关的倡议

  • C型电解槽
  • 2 x 40 吉瓦绿氢能倡议
  • 雷芬计划
  • 绿章鱼
  • 绿色高规模计划

第十章 市场趋势

  • 世界製造业产能
    • 目前产能
    • 预测製造能力
  • 竞争格局
    • 新市场参与企业
    • 首次股票公开发行(IPO)
    • M&A

第十一章:供应商简介

  • 一家销售多种类型电解槽。
    • Air Liquide - PEM & AWE
    • Asahi Kasei Corporation - AWE & AEM
    • Cummins - AWE & PEM
    • Horizon - AEM & PEM
    • HydroStar - AEM & PEM
    • John Cockerill Group (JCG) - AWE & PEM
    • Nel Hydrogen - AWE & PEM
    • Thyssenkrupp Nucera - AWE & SOEC
    • PERIC Hydrogen Technologies Co. - AWE & PEM
    • Plug Power - AWE & PEM
    • Shanghai Electric - AWE & PEM
    • Sunfire - AWE & SOEC
    • Sungrow Power Supply Co. - AWE & PEM
    • 其他拥有多种技术的供应商
  • 一家销售AWE电解槽的公司
    • Green Hydrogen Systems A/S - AWE
    • HydrogenPro AS - AWE
    • Hysata - AWE
    • Larsen & Toubro - AWE
    • LONGi Hydrogen - AWE
    • Tianjin Mainland Hydrogen Equipment Co., Ltd. - AWE
    • 其他AWE电解槽供应商
  • 销售PEM电解槽的公司
    • H2B2 Electrolysis Technologies - PEM
    • ITM Power - PEM
    • Ohmium International, Inc. - PEM
    • Quest One (formerly H-TEC Systems) - PEM
    • Siemens Energy - PEM
    • 其他PEM电解槽製造商
  • 一家销售SOEC电解槽的公司。
    • Bloom Energy - SOEC
    • Ceres Power - SOEC
    • FuelCell Energy - SOEC
    • Genvia - SOEC
    • Topsoe - SOEC
    • 其他SOEC电解槽供应商
  • 销售AEM电解槽的公司
    • Cipher Neutron - AEM
    • Enapter - AEM
    • EvolOH, Inc. - AEM
    • Next Hydrogen - AEM
    • 其他AEM电解槽供应商

第十二章 其他电解槽技术

  • 模组化生物电化学系统
  • 微生物燃料电池

第十三章 区域情势

  • 概述
  • 亚太地区
    • 澳洲
    • 中国
    • 印度
    • 日本
    • 新加坡
    • 韩国
  • EMEA
    • 法国
    • 德国
    • 西班牙
    • 英国
    • 北欧国家
    • 其他欧洲国家
    • 中东和非洲
  • 美洲
    • 我们
    • 加拿大
    • 拉丁美洲

第十四章 市场规模及预测

  • 全球电解槽製造能力
    • 生产能力概览
    • 扩大电解槽製造能力
    • 电解槽製造业的区域市场份额
    • 按电解槽製造技术分類的市场份额
  • 亚太地区电解槽製造能力
    • 中国
    • 其他的
  • 欧洲、中东和非洲地区的电解槽製造能力
  • 北美和南美的电解槽製造能力
  • 电解槽製造业的收入
    • 影响成本的因素
    • 电解槽製造成本
  • 世界
  • 亚太地区
  • 中国
  • 其他亚太国家
  • 欧洲、中东和非洲地区
  • 北美洲和南美洲

第十五章 结论

This is one of the most comprehensive market research studies on the global market for electrolyzers. Based on extensive research, the study provides an exhaustive analysis of trends and developments in the electrolyzer industry.

The study covers virtually every facet of the electrolyzer industry, and it assesses the offerings of as many as 76 electrolyzer vendors. The study evaluates the four major electrolyzer technologies and discusses their merits and demerits.

Table of Contents

1.0 Summary and Scope

  • 1.1 Executive Summary
  • 1.2 Scope of the Study
  • 1.3 Acronyms

2.0 Introduction

  • 2.1 Hydrogen as a Source of Energy
  • 2.2 Methods of Producing Hydrogen
    • 2.2.1 Steam-Methane Reforming
    • 2.2.2 Electrolysis
  • 2.3 Electrolyzer Technology
    • 2.3.1 Evaluating Electrolyzers
    • 2.3.2 Electrolyzer Components
    • 2.3.3 Electrolyzer Efficiency
  • 2.4 Electrolyzer Types
    • 2.4.1 AWE Electrolyzers
    • 2.4.2 PEM Electrolyzers
    • 2.4.3 SOEC Electrolyzers
    • 2.4.4 AEM Electrolyzers
    • 2.4.5 Comparative Assessment
  • 2.5 Deployment Prerequisites
    • 2.5.1 Water Availability
    • 2.5.2 Land Availability
  • 2.6 Electrolysis Costs
    • 2.6.1 Cost Considerations
    • 2.6.2 Utilization Rate Impact
    • 2.6.3 Cost of Electricity

3.0 Growth Drivers & Barriers

  • 3.1 Growth Drivers
    • 3.1.1 Demand for Green Hydrogen
    • 3.1.2 Climate Change
    • 3.1.3 Rising Fossil Fuel Prices
    • 3.1.4 Renewable Energy Deployments
    • 3.1.5 Shift to a Hydrogen Economy
    • 3.1.6 Automation
  • 3.2 Barriers to Growth
    • 3.2.1 Cost-Related Barriers
    • 3.2.2 Mechanical Properties as Barriers
    • 3.2.3 Other Challenges
    • 3.2.4 Factors Behind Delays and Cancellations
  • 3.3 Role of Raw Materials
    • 3.3.1 Platinum
    • 3.3.2 Iridium
    • 3.3.3 Titanium
    • 3.3.4 Scandium and Yttrium
    • 3.3.5 Nickel
    • 3.3.6 Cobalt
    • 3.3.7 Ruthenium
  • 3.4 Raw Material Supply Constraints

4.0 AWE Electrolyzers

  • 4.1 Description
  • 4.2 Regular AWE vs. Pressurized AWE Electrolyzers
  • 4.3 Areas of R&D
    • 4.3.1 Current Density
    • 4.3.2 Diaphragm Thickness
  • 4.4 Operating Temperatures
  • 4.5 AWE Electrolyzer Characteristics
  • 4.6 Cost of AWE Electrolyzers
  • 4.7 Raw Material Requirements
  • 4.8 Pros and Cons
    • 4.8.1 Pros
    • 4.8.2 Cons
  • 4.9 Key Players
  • 4.10 Wrap-Up

5.0 PEM Electrolyzers

  • 5.1 Description
  • 5.2 Operation
  • 5.3 Characteristics
  • 5.4 Current Density
  • 5.5 Cost of PEM Electrolyzers
  • 5.6 Raw Materials
  • 5.7 Pros & Cons
    • 5.7.1 Pros
    • 5.7.2 Cons
  • 5.8 Key Players
  • 5.9 Wrap-Up

6.0 SOEC Electrolyzers

  • 6.1 Description
  • 6.2 Operation
  • 6.3 Characteristics
  • 6.4 Current Density
  • 6.5 Cost of SOEC Electrolyzers
  • 6.6 Raw Materials
  • 6.7 R&D
  • 6.8 Pros and Cons
    • 6.8.1 Pros
    • 6.8.2 Cons
  • 6.9 Key Players
  • 6.10 Wrap-Up

7.0 AEM Electrolyzers

  • 7.1 Description
  • 7.2 Operation
  • 7.3 Assessment
  • 7.4 Current Density
  • 7.5 Characteristics
  • 7.6 Raw Materials
  • 7.7 Cost of AEM Electrolyzers
  • 7.8 Pros and Cons
    • 7.8.1 Pros
    • 7.8.2 Cons
  • 7.9 Key Players
  • 7.10 Wrap-Up

8.0 Overall Electrolyzer Analysis

  • 8.1 Overview
  • 8.2 Cold Start
  • 8.3 Flexibility
  • 8.4 Renewable Energy Fluctuations
  • 8.5 Diaphragm Thickness
  • 8.6 R&D
  • 8.7 Cost Declines

9.0 Electrolyzer Initiatives

  • 9.1 C-Cell Electrolyzers
  • 9.2 2x40-GW Green Hydrogen Initiatives
  • 9.3 REFHYNE Project
  • 9.4 Green Octopus
  • 9.5 GreenHyScale Project

10.0 Market Developments

  • 10.1 Global Manufacturing Capacity
    • 10.1.1 Current Manufacturing Capacity
    • 10.1.2 Projected Manufacturing Capacity
  • 10.2 Competitive Landscape
    • 10.2.1 New Market Entrants
    • 10.2.2 IPOs
    • 10.2.3 M&As

11.0 Vendor Profiles

  • 11.1 Companies Marketing Multiple Electrolyzer-Types
    • 11.1.1 Air Liquide - PEM & AWE
    • 11.1.2 Asahi Kasei Corporation - AWE & AEM
    • 11.1.3 Cummins - AWE & PEM
    • 11.1.4 Horizon - AEM & PEM
    • 11.1.5 HydroStar - AEM & PEM
    • 11.1.6 John Cockerill Group (JCG) - AWE & PEM
    • 11.1.7 Nel Hydrogen - AWE & PEM
    • 11.1.8 Thyssenkrupp Nucera - AWE & SOEC
    • 11.1.9 PERIC Hydrogen Technologies Co. - AWE & PEM
    • 11.1.10 Plug Power - AWE & PEM
    • 11.1.11 Shanghai Electric - AWE & PEM
    • 11.1.12 Sunfire - AWE & SOEC
    • 11.1.13 Sungrow Power Supply Co. - AWE & PEM
    • 11.1.14 Other Vendors with Multiple Technologies
  • 11.2 Companies Marketing AWE Electrolyzers
    • 11.2.1 Green Hydrogen Systems A/S - AWE
    • 11.2.2 HydrogenPro AS - AWE
    • 11.2.3 Hysata - AWE
    • 11.2.4 Larsen & Toubro - AWE
    • 11.2.5 LONGi Hydrogen - AWE
    • 11.2.6 Tianjin Mainland Hydrogen Equipment Co., Ltd. - AWE
    • 11.2.7 Other AWE Electrolyzer Vendors
  • 11.3 Companies Marketing PEM Electrolyzers
    • 11.3.1 H2B2 Electrolysis Technologies - PEM
    • 11.3.2 ITM Power - PEM
    • 11.3.3 Ohmium International, Inc. - PEM
    • 11.3.4 Quest One (formerly H-TEC Systems) - PEM
    • 11.3.5 Siemens Energy - PEM
    • 11.3.6 Other PEM Electrolyzer Vendors
  • 11.4 Companies Marketing SOEC Electrolyzers
    • 11.4.1 Bloom Energy - SOEC
    • 11.4.2 Ceres Power - SOEC
    • 11.4.3 FuelCell Energy - SOEC
    • 11.4.4 Genvia - SOEC
    • 11.4.5 Topsoe - SOEC
    • 11.4.6 Other SOEC Electrolyzer Vendors
  • 11.5 Companies Marketing AEM Electrolyzers
    • 11.5.1 Cipher Neutron - AEM
    • 11.5.2 Enapter - AEM
    • 11.5.3 EvolOH, Inc. - AEM
    • 11.5.4 Next Hydrogen - AEM
    • 11.5.5 Other AEM Electrolyzer Vendors

12.0 Other Electrolyzer Technologies

  • 12.1 Modular Bio-Electrochemical Systems
  • 12.2 Microbial Fuel Cells

13.0 Regional Developments

  • 13.1 Overview
  • 13.2 Asia-Pacific
    • 13.2.1 Australia
    • 13.2.2 China
    • 13.2.3 India
    • 13.2.4 Japan
    • 13.2.5 Singapore
    • 13.2.6 South Korea
  • 13.3 EMEA
    • 13.3.1 France
    • 13.3.2 Germany
    • 13.3.3 Spain
    • 13.3.4 U.K.
    • 13.3.5 Nordic Countries
    • 13.3.6 Other European Countries
    • 13.3.7 Middle East & Africa
  • 13.4 Americas
    • 13.4.1 U.S.
    • 13.4.2 Canada
    • 13.4.3 Latin America

14.0 Market Size and Forecast

  • 14.1 Global Electrolyzer Manufacturing Capacity
    • 14.1.1 Manufacturing Capacity Overview
    • 14.1.2 Electrolyzer Manufacturing Capacity Growth
    • 14.1.3 Electrolyzer Manufacturing Share by Region
    • 14.1.4 Electrolyzer Manufacturing Share by Technology
  • 14.2 APAC Electrolyzer Manufacturing Capacity
    • 14.2.1 China
    • 4.2.2 RoAPAC
  • 14.3 EMEA Electrolyzer Manufacturing Capacity
  • 14.4 Americas Electrolyzer Manufacturing Capacity
  • 14.5 Electrolyzer Manufacturing Revenue
    • 14.5.1 Factors Impacting Costs
    • 14.5.2 Electrolyzer Manufacturing Costs
  • 14.6 Global Capacity and Revenue
    • 14.6.1 Global Capacity
    • 14.6.2 Global Revenue
  • 14.7 Asia-Pacific Capacity & Revenue
    • 14.7.1 APAC Capacity
    • 14.7.2 APAC Revenue
  • 14.8 Chinese Capacity & Revenue
    • 14.8.1 Chinese Capacity
    • 14.8.2 Chinese Revenue
  • 14.9 Rest of APAC Capacity & Revenue
    • 14.9.1 RoAPAC Capacity
    • 14.9.2 RoAPAC Revenue
  • 14.10 EMEA Capacity & Revenue
    • 14.10.1 EMEA Capacity
    • 14.10.2 EMEA Revenue
  • 14.11 Americas Capacity & Revenue
    • 14.11.1 Americas Capacity
    • 14.11.2 Americas Revenue

15.0 Conclusion

List of Tables

  • Table 1: Global Cumulative Electrolyzer Manufacturing Capacity by Region, 2024-2031
  • Table 2: Global Cumulative Electrolyzer Manufacturing Capacity by Region, 2032-2039
  • Table 3: Global Annual Electrolyzer Manufacturing Capacity by Region, 2024-2031
  • Table 4: Global Annual Electrolyzer Manufacturing Capacity by Region, 2032-2039
  • Table 5: Global Cumulative Manufacturing Capacity of Electrolyzers by Technology, 2024-2031
  • Table 6: Global Cumulative Manufacturing Capacity of Electrolyzers by Technology, 2032-2039
  • Table 7: Global Annual Manufacturing Capacity of Electrolyzers by Technology, 2024-2031
  • Table 8: Global Annual Manufacturing Capacity of Electrolyzers by Technology, 2032-2039
  • Table 9: APAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 10: APAC Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 11: APAC Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 12: APAC Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 13: Chinese Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 14: Chinese Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 15: Chinese Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 16: Chinese Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 17: RoAPAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 18: RoAPAC Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 19: RoAPAC Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 20: RoAPAC Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 21: EMEA Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 22: EMEA Cumulative Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 23: EMEA Annual Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 24: EMEA Annual Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 25: America Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 26: America Cumulative Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 27: America Annual Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 28: America Annual Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 29: Global Electrolyzer Manufacturing Costs Except China, 2024-2031
  • Table 30: Global Electrolyzer Manufacturing Costs Except China, 2032-2039
  • Table 31: Chinese Electrolyzer Manufacturing Costs, 2024-2031
  • Table 32: Chinese Electrolyzer Manufacturing Costs, 2032-2039
  • Table 33: Global Electrolyzer Capacity, 2024-2031
  • Table 34: Global Electrolyzer Capacity, 2032-2039
  • Table 35: Global Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 36: Global Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 37: Asia-Pacific Electrolyzer Manufacturing Capacity in Million kWs, 2024-2031
  • Table 38: Asia-Pacific Electrolyzer Manufacturing Capacity in Million kWs, 2032-2039
  • Table 39: Asia-Pacific Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 40: Asia-Pacific Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 41: Chinese Electrolyzer Capacity, 2024-2031
  • Table 42: Chinese Electrolyzer Capacity, 2032-2039
  • Table 43: Chinese Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 44: Chinese Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 45: RoAPAC Electrolyzer Capacity, 2024-2031
  • Table 46: RoAPAC Electrolyzer Capacity, 2032-2039
  • Table 47: RoAPAC Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 48: RoAPAC Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 49: EMEA Electrolyzer Capacity in Million kWs, 2024-2031
  • Table 50: Americas Electrolyzer Manufacturing Capacity in Million kWs, 2032-2039
  • Table 51: Americas Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 52: Americas Electrolyzer Manufacturing Revenue, 2032-2039

List of Figures

  • Figure 1: Global Cumulative & Annual Electrolyzer Manufacturing Capacity (in GW), 2024-2039
  • Figure 2: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Region, 2024
  • Figure 3: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Region, 2039
  • Figure 4: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024
  • Figure 5: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Technology, 2039
  • Figure 6: APAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2039
  • Figure 7: EMEA Cumulative Electrolyzer Manufacturing Capacity (in GW), 2024-2039
  • Figure 8: America Cumulative Electrolyzer Manufacturing Capacity, 2024-2039
  • Figure 9: Electrolyzer Manufacturing Revenue Share by Technology - 2024-2039