液氢市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在预测期内，全球液氢市场预计将以超过 5% 的复合年增长率增长。

新型冠状病毒的爆发影响了全球大部分化学工业，包括液氢工业。 由于供应链中断，许多行业在大流行期间受到影响。 然而，如今液氢在化学工业中的应用正在扩大，市场也在稳步增长。

主要亮点

• 推动液氢市场发展的主要因素之一是汽车行业不断增长的需求。 对减少化石燃料排放的重视也是推动市场的主要因素。
• 但是，液氢高度易燃且易于排放，这会减缓市场增长。
• 对全球能源行业脱碳的日益关注将为该行业带来新的增长机会。
• 由于中国、日本和韩国等国家/地区的需求不断增长，亚太地区的市场份额最高。

液氢市场趋势

汽车应用主导市场

• 由于汽车行业对清洁燃料的需求增加，预计全球液氢市场将大幅增长。 液态氢由于其可储存性和可运输性而具有更大的优势。
• 在汽车应用中，质子交换膜燃料电池等新技术可用于为电力驱动产生电力，并为 ICE（内燃机）提供直接燃料，从而将液态氢转化为不含二氧化碳的第二代燃料电池。它可以用作二次能源。
• 此外，在地球上，汽车和交通造成的污染随着时间的推移而增加。 使用化石燃料的车辆排放的污染物直接释放到环境中并危害健康。
• 一项研究发现，柴油和汽油动力车辆约占全球碳排放量的 30%，其中 72% 来自汽车、卡车和卡车等公路车辆。
• 为尽量减少这一问题，许多市场参与者正在投资研发活动并推出电子控制和氢动力汽车。 氢燃料汽车与传统汽车一样安全。
• 根据一项研究，到 2021 年底，全球道路上将有 1650 万辆电动汽车，几乎是 2018 年的三倍。 在中国，2021 年电动汽车销量将增长近两倍，达到 330 万辆。
• 通过这种方式，市场参与者也在扩大他们的生产能力并在世界范围内扩大他们的渗透。 例如，液化空气集团与佛吉亚于2021年签署联合开发协议，为汽车行业设计和生产车载液氢储存系统。 同年，林德公司在美国启用了第五座液氢工厂。 位于得克萨斯州拉波特的新工厂每天将供应 30 多吨高纯度液态氢，以满足林德客户不断增长的需求。
• 所有这些因素使汽车行业有可能成为所研究市场的领导者。

亚太地区主导市场

• 亚太地区主导着液氢市场，预计这一趋势将很快持续下去。 随着经济的快速变化，日本、中国、韩国和印度等国家成为亚太地区最大的贡献者。
• 液态氢是一种动力源，氢是火箭的燃料，是航空航天环境中生命维持系统和计算机的动力源。 液态氢还用于金属的烧结和退火。
• 中国是世界第二大航空市场和主要的飞机製造商。 此外，中国的飞机零部件和装配製造业正在经历快速增长。
• 到 2040 年，中国航空公司计划引进 8,700 架新飞机，价值 1.47 万亿美元。 预计这将进一步提振市场对液态氢的需求。
• 根据印度品牌资产基金会的数据，到 2024 年，按乘客数量计算，印度将成为世界第三大航空市场。
• 增加炼油厂生产的液氢量也是市场增长的关键驱动力。 液氢需求量大的地区的主要炼油厂包括中国石油化工集团公司、信实工业有限公司和纳亚拉能源有限公司。
• 在炼油厂，液态氢用于加氢裂化和加氢处理过程。 此外，炼油厂需要液态氢来降低柴油燃料的硫含量。
• 因此，根据上述趋势，预计亚太地区将在未来几年引领所研究的市场。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查先决条件
• 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 司机
  • 减少化石燃料排放的重要性与日俱增
  • 对汽车信息化以减少排放的需求不断增加
• 约束因素
  • 高易燃范围
  • 与大规模储存液态氢相关的复杂性
• 工业价值链分析
• 波特的五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争程度

第 5 章市场细分（市场规模（基于数量）

• 分布
  • 容器
  • 坦克
• 最终用户行业
  • 汽车
  • 化工/石化
  • 航空航天
  • 冶金
  • 其他最终用户行业
• 按地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 其他亚太地区
  • 北美
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 意大利
    • 法国
    • 其他欧洲
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美洲
  • 中东
    • 沙特阿拉伯
    • 南非
    • 其他中东地区

第六章竞争格局

• 併购、合资企业、合作、合同
• 市场份额 (%)**/排名分析
• 主要参与者采用的策略
• 公司简介
  • Air Liquide
  • Air Products Inc.
  • AIR WATER INC
  • Ballard Power Systems.
  • Iwatani Corporation
  • Linde plc
  • Universal Industrial Gases, Inc.

第七章市场机会与未来趋势

• 越来越关注全球能源行业的脱碳
• 提高对液化效率的认识

The global liquid hydrogen market is projected to register a CAGR of over 5% during the forecast period.

The novel coronavirus outbreak has impacted most chemical industries worldwide, including the liquid hydrogen industry. During the pandemic, many industries were affected due to supply chain disruption. However, now the market is stable and growing steadily with the rising application of liquid hydrogen in the chemical industry.

Key Highlights

• One of the major factors driving the liquid hydrogen market is the increasing demand from the automotive sector. Another major driving factor of the market study is the rising emphasis on reducing fossil fuel emissions.
• But liquid hydrogen is very flammable and easy to let go of, which slows the growth of the market.
• Increasing focus on the decarbonization of the global energy industry will offer new growth opportunities to the industry.
• The Asia-Pacific region accounts for the highest market share due to increasing demand in countries like China, Japan, and South Korea.

Liquid Hydrogen Market Trends

Automotive Application to Dominate the Market

• The global liquid hydrogen market is forecasted to grow substantially due to the rising demand for clean fuel in the automotive industry. Liquid hydrogen offers greater advantages because of its storage and transportation qualities.
• In an automotive application, liquid hydrogen can be used as a secondary energy source without emitting any CO2 using new technologies like proton exchange membrane fuel cells to produce electricity for an electric drive and a direct fuel for ICEs (internal combustion engines).
• Furthermore, pollution all around the globe is increasing over time from vehicles and transportation. Pollution from fossil fuel-powered vehicles is emitted directly into the environment, which causes health risks.
• According to a study, vehicles driven by diesel and gasoline account for around 30% of the carbon emissions globally, and 72% of the emissions come from road vehicles like cars, trucks, lorries, and other road vehicles.
• Pollution is a major concern for governments in both developed and developing countries.To minimize this problem, many players in the market have invested in research and development activities and launched electronic and hydrogen-powered vehicles. Hydrogen-powered vehicles are as safe as conventional vehicles.
• According to a study, the number of electric cars on the world's roads by the end of 2021 will be 16.5 million, almost triple the amount in 2018. In China, electric car sales nearly tripled in 2021 to 3.3 million.
• Thus, players in the market were also expanding their production capacity and extending their penetration all around the globe. For instance, in 2021, Air Liquide and Faurecia signed a joint development agreement to design and produce onboard liquid hydrogen storage systems for the automotive industry. Also in the same year, Linde PLC started up its fifth liquid hydrogen plant in the U.S. The new plant in La Porte, Texas, will supply over 30 tons per day of high-purity liquid hydrogen to meet growing demand from Linde's customers.
• Because of all of these factors, the automotive industry is likely to be the leader in the studied market.

Asia-Pacific Region to Dominate the Market

• The Asia-Pacific region is dominating the liquid hydrogen market and is expected to continue this trend shortly. As their economies change quickly, countries like Japan, China, South Korea, and India are the biggest contributors to the Asia-Pacific region.
• Liquid hydrogen is a power source; hydrogen fuels rockets and powers life-support systems and computers in aerospace environments. Liquid hydrogen is also used for metal sintering and annealing.
• China is the world's second-largest national air travel market and a major aircraft manufacturer. Moreover, the aircraft parts and assembly manufacturing sector in China has been growing at a fast rate.
• By 2040, the Chinese airline companies are planning to have 8,700 new airplanes, which would be worth USD 1.47 trillion. This is further expected to boost the market demand for liquid hydrogen.
• According to the India Brand Equity Foundation, by 2024, India will be the third-largest aviation market in terms of passengers.Also, the country has become the third-largest domestic aviation market in the world.
• Increasing the amount of liquid hydrogen that refineries make is also a key part of the growth of the market.Some of the major refineries in the region where the demand for liquid hydrogen is higher are China Petroleum & Chemical Corporation, Reliance Industries Limited, and Nayara Energy Limited.
• In the refineries, liquid hydrogen is used in the hydrocracking and hydrotreating processes. Also, in refineries, demand for liquid hydrogen is increasing to lower the sulfur content of diesel fuel.
• So, based on the above trends, Asia-Pacific is likely to lead the market being studied over the next few years.

Liquid Hydrogen Market Competitor Analysis

The liquid hydrogen market is highly consolidated in nature. Some of the major players in the market include Air Liquide S.A., Linde plc, Ballard Power Systems Inc., Universal Industrial Gases, Inc., and Air Products Inc., among other domestic and global players (not in any particular order).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Drivers
  • 4.1.1 Rising Emphasis on the Reduction of Fossil Fuel Emissions
  • 4.1.2 Growing Demand for Electronic Vehicles to Reduce Emission Levels
• 4.2 Restraints
  • 4.2.1 High Flammability Range
  • 4.2.2 Complexities Involved in Storing Liquid Hydrogen on Large Scale
• 4.3 Industry Value-Chain Analysis
• 4.4 Porter's Five Forces Analysis
  • 4.4.1 Bargaining Power of Suppliers
  • 4.4.2 Bargaining Power of Buyers
  • 4.4.3 Threat of New Entrants
  • 4.4.4 Threat of Substitute Products and Services
  • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

• 5.1 Distribution
  • 5.1.1 Containers
  • 5.1.2 Tanks
• 5.2 End-user Industry
  • 5.2.1 Automotive
  • 5.2.2 Chemicals and Petrochemicals
  • 5.2.3 Aerospace
  • 5.2.4 Metallurgy
  • 5.2.5 Other End-user Industries
• 5.3 Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 India
    • 5.3.1.3 Japan
    • 5.3.1.4 South Korea
    • 5.3.1.5 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 Italy
    • 5.3.3.4 France
    • 5.3.3.5 Rest of Europe
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle-East
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 South Africa
    • 5.3.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Market Share (%)**/Ranking Analysis
• 6.3 Strategies Adopted by Leading Players
• 6.4 Company Profiles
  • 6.4.1 Air Liquide
  • 6.4.2 Air Products Inc.
  • 6.4.3 AIR WATER INC
  • 6.4.4 Ballard Power Systems.
  • 6.4.5 Iwatani Corporation
  • 6.4.6 Linde plc
  • 6.4.7 Universal Industrial Gases, Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

• 7.1 Increasing Focus on the Decarbonisation of Global Energy Industry
• 7.2 Upsurge in the Awareness About Higher Efficiency of Liquefaction