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封面
市场调查报告书
商品编码
1198078

天然气市场增长、趋势和预测的力量 (2023-2028)

Power-To-Gas Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

到今年年底，Power to Gas 的市场规模估计约为 3620 万美元，预计在预测期内将以超过 50% 的复合年增长率增长。

COVID-19 对 2020 年的市场产生了负面影响。 市场现在处于大流行前的水平。

主要亮点

  • 从长远来看，在脱碳方面取得进展以减少温室气体对气候的影响以及由于可再生能源的出现而降低电力成本一直是市场的主要驱动力。
  • 另一方面，在不发达国家和发达国家，为天然气厂安装电力的初始成本高，而且需要增加甲烷和氢气运输管道基础设施，预计这将减缓市场增长。
  • 在新兴市场建设绿色氢基础设施的力度越来越大，预计很快将为电力-天然气市场参与者创造重大机遇。
  • 预计欧洲将主导电转气市场，其中大部分需求来自德国、法国和西班牙等国家/地区。

电力天然气市场趋势

氢能发电将成为增长最快的领域

  • 将电转化为氢涉及多种技术，这些技术利用电进行电解，将水分解为氢和氧。 利用可再生能源生产的氢称为绿氢，可用于储存、运输和使用可再生能源。 还可以使用现有的天然气传输基础设施以绿色氢的形式长距离传输能源。
  • 此外，目前还有近 350 个项目正在开发中，总容量为 54GW，预计到 2030 年将上线。 如果所有计划项目按时上线，到 2030 年，电解槽的绿色氢供应量预计将达到每年 800 万吨。
  • 电解槽产生的绿色氢气可直接代替石油作为轻型汽车、火车、轮船等交通工具燃料，也可作为工业原料。 绿色氢燃料电池也可用于储能。
  • 与目前的储能技术相比，该技术具有更高的蓄电容量和更长的放电时间等优点。 氢气也可以直接注入天然气管网。 但是，由于安全和技术问题，注氢受到各国法规的限制。 例如，在英国，将氢气注入天然气管网的限值为 0.1%，而在荷兰则为 12%。
  • 随着太阳能和风能等可再生能源技术的成本不断下降，电转气 (PtG) 技术等储能技术正变得越来越有吸引力。 商业电解槽系统的装机容量在过去几年稳步增长。 市售的水电解技术数量有限，使用最广泛的两种是碱性水电解 (AWE) 和质子交换膜 (PEM) 电解。
  • 因此，由于上述因素，预计在预测期内动力-氢能部分增长最快。

欧洲主导市场

  • 截至 2021 年，欧洲是电转气市场最大的地区之一。 该地区政府增加投资和资金正在推动市场。
  • 根据欧盟委员会的数据，到 2021 年，炼油行业将占氢气消耗量的 48%，其次是化肥和化工行业。
  • 德国是欧洲电力燃气市场的主要国家之一。 截至 2020 年，德国有小型电力沙丘利用主要来自风能和太阳能项目的剩余绿色电力进行电解，将水分解为氧气和氢气，生产零碳燃料。大约有 40 个气试点项目。
  • 根据 DVGW (Deutscher Verein des Gas-und Wasserfaches)，德国的目标是为家庭、工厂和汽车开发零碳燃料，到 2023 年电转气容量达到 5GW，到 2050 年达到 40GW。他们正在计划建造它。 因此，此类政府目标可能会在预测期内推动该地区的电力天然气市场。
  • 2022 年 1 月，thyssenkrupp Uhde Chlorine Engineers 与壳牌签署了荷兰鹿特丹港大型项目“Hydrogen Holland I”的供货协议。 根据合同，蒂森克虏伯伍德将设计、采购和製造一个基于其 20 兆瓦大型碱性水电解模块的 200 兆瓦电解装置。 电解槽的初步建设由壳牌的最终投资决定 (FID) 发起，目标是在 2022 年底完成，然后在 2024 年投产。
  • 作为俄乌战争爆发后于 2022 年 5 月通过的协议的一部分，欧盟旨在通过增加可再生能源发电来减少俄罗斯对天然气进口的过度依赖。 该计划的关键思想之一是“氢加速器”战略，其目标是到 2030 年在欧盟生产 1000 万吨可再生氢并进口 1000 万吨。 由于绿氢是可再生的，该计划旨在支持欧盟的能源转型，并为许多重工业的脱碳做出贡献。
  • 同样，2022 年 5 月，欧盟与欧洲电解槽製造商设定了一个目标，即到 2025 年将欧洲电解槽的产能从 175 万千瓦/年增加到 1750 万千瓦/年。我们制定了一个全行业的目标来提高这一目标。
  • 因此，由于上述因素，预计欧洲将在预测期内主导市场。

电力天然气市场竞争对手分析

电转气市场适度整合。 主要竞争对手包括 Nel ASA、Sempra Energy、GRT Gaz SA、MAN Energy Solutions 和 Sunfire GmbH（排名不分先后）。

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

  • 本次调查的范围
  • 研究假设和市场定义

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

  • 介绍
  • 到 2027 年的市场规模和需求预测（单位：百万美元）
  • 按地区和产能列出的现有电转气工厂
  • 近期趋势和发展状况
  • 政府法规和政策
  • 市场动态
    • 司机
    • 约束因素
  • 供应链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 按技术
    • 氢能发电
    • 甲烷发电
  • 按体积（仅限定性分析）
    • 1000KW以上
    • 100～1000KW
    • 小于 100KW
  • 最终用户
    • 公共设施
    • 工业
    • 商业
  • 区域信息
    • 北美
    • 欧洲
    • 亚太地区
    • 南美洲
    • 中东

第六章竞争格局

  • 併购、合资、合作、协议
  • 主要参与者采用的策略
  • 公司简介
    • Nel ASA
    • Sempra Energy
    • GRT Gaz SA
    • MAN Energy Solutions
    • Sunfire GmbH
    • Ineratec GmbH
    • Electrochaea GmbH
    • MicroPyros BioEnerTec GmbH
    • Siemens Energy AG
    • Hitachi Zosen Inova AG
    • AquahydreX Inc.

第7章 市场机会未来动向

简介目录
Product Code: 68840

The Power-to-Gas market size is estimated at about USD 36.2 million by the end of this year, registering a CAGR of more than 50% during the forecast period.

COVID-19 negatively impacted the market in 2020. Presently, the market has reached pre-pandemic levels.

Key Highlights

  • Over the long term, the major driving factors of the market were increasing decarbonization to reduce the impact of greenhouse gases on the climate and reduction in the cost of electricity with the advent of renewable energy sources.
  • On the flip side, high initial costs to set up power-to-gas plants and the need for additional transportation pipeline infrastructure in underdeveloped and developed economies for methane or hydrogen is expected to slow down the market growth.
  • Increasing initiatives in developing the infrastructure of green hydrogen in the emerging markets are expected to create vital opportunities for the power-to-gas market players soon.
  • Europe is expected to dominate the power to gas market, with most of the demand coming from countries like Germany, France, and Spain.

Power To Gas Market Trends

Power-to-hydrogen to be the Fastest-growing Segment

  • Power-to-hydrogen includes a range of technologies that utilize electricity to perform electrolysis and split water into hydrogen and oxygen. When hydrogen is manufactured using renewable energy, it is called green hydrogen and can be used to store, transport, and utilize renewable energy. This helps minimize variable renewable energy curtailment from sources such as wind and solar, provides long-term storage and grid-balancing services via electrolyzers, and uses existing gas transmission infrastructure for transporting energy in the form of green hydrogen over long distances.​
  • Additionally, nearly 350 projects with an aggregate capacity of 54 GW are currently under development and expected to come online by 2030; 40 other projects accounting for almost 35 GW capacity are in the early stages of development. If all planned projects are commissioned within time, it is expected that by 2030, the global green hydrogen supply from electrolyzers could reach 8 million tons per year.​
  • The green hydrogen produced by electrolyzers can also be used directly as a fuel for transport, replacing oil in light vehicles, railways, and marine applications, or as a feedstock for industrial applications. Green hydrogen fuel cells can also be used for energy storage. ​
  • The technology offers advantages over current energy storage technologies, such as higher power storage capacity and longer discharge times. Hydrogen can also be injected directly into natural gas grids. However, due to safety and technical concerns, hydrogen injection is subject to regulations and varies from country to country. For instance, the limit of hydrogen in natural gas grids in the United Kingdom is 0.1%, while it is 12% in the Netherlands.​
  • Due to the falling costs of renewable energy technologies like solar and wind, energy storage technologies like power-to-gas (PtG) technology are becoming increasingly attractive. The installed capacity of commercial electrolyzer systems has been growing steadily over the past few years. There are only a few commercially viable water electrolysis technologies, and the two most widely used technologies are alkaline water electrolysis (AWE) and proton exchange membrane (PEM) electrolysis.​
  • Therefore, owing to the above factors, the power-to-hydrogen segment is expected to be the fastest-growing segment over the forecast period.

Europe to Dominate the Market

  • As of 2021, Europe was one of the largest regions in the power-to-gas market. Increasing investments and funding grants by governments in the region are driving the market.
  • In 2021, according to the European Commission, the refinery sector accounted for 48% of the hydrogen consumption, followed by the fertilizers and chemical sectors.
  • Germany is one of the major countries in the European power-to-gas market. As of 2020, Germany was home to around 40 small power-to-gas pilot projects that harnessed surplus green power, mainly from wind and solar projects, to carry out electrolysis by splitting water into oxygen and hydrogen to produce zero-carbon fuel.
  • According to Deutscher Verein des Gas- und Wasserfaches (DVGW), Germany is planning to build a power-to-gas capacity of 5 GW by 2023 and 40 GW by 2050 as it seeks to develop zero-carbon fuels for homes, factories, and vehicles. Thus, such government targets are likely to boost the power-to-gas market in the region during the forecast period.
  • In January 2022, ThyssenKrupp Uhde Chlorine Engineers signed a supply contract with Shell for the large-scale project Hydrogen Holland I in Rotterdam, Netherlands port. Under the agreement, ThyssenKrupp Uhde will engineer, procure, and fabricate a 200 MW electrolysis plant based on their large-scale 20 MW alkaline water electrolysis module. The first construction work for the electrolysers that has begun with Shell's final investment decision (FID) to build the project is expected at the end of 2022, after which the intended start of production will be in 2024.
  • After the commencement of the Russian-Ukraine war, as a part of the passed in May 2022, the EU aims to reduce overreliance on Russian gas imports by increasing renewable energy generation. One of the primary tenets of the plan is the 'hydrogen accelerator' strategy, which aims to produce 10 million tonnes and import 10 million tonnes of renewable hydrogen into the EU by 2030. As green hydrogen is renewable, the plan aims to support the EU's energy transition and help in the decarbonisation of many heavy industries.
  • SImilarly, in May 2022, the EU set up a target with European electrolyzer manufacturers and set up an industry-wide target of increasing Europe's electrolyser manufacturing capacity from 1.75 GW/year to nearly ten times to 17.5 GW per year by 2025.
  • Thus, owing to the above factors, Europe is expected to dominate the market during the forecast period.

Power To Gas Market Competitor Analysis

The power-to-gas market is moderately consolidated in nature. Some of the major players in the market (in no particular order) include Nel ASA, Sempra Energy, GRT Gaz SA, MAN Energy Solutions, and Sunfire GmbH.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Study Assumptions and Market Definition

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD million till 2027
  • 4.3 List of Existing Power-to-gas Plants by Region and Capacity
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Technology
    • 5.1.1 Power-to-Hydrogen
    • 5.1.2 Power-to-Methane
  • 5.2 By Capacity (Qualitative Analysis Only)​
    • 5.2.1 More than 1000 KW
    • 5.2.2 100 to 1000 KW
    • 5.2.3 Less than 100 KW
  • 5.3 y End-User
    • 5.3.1 Utilities
    • 5.3.2 Industrial
    • 5.3.3 Commercial
  • 5.4 By Geography
    • 5.4.1 North America
    • 5.4.2 Europe
    • 5.4.3 Asia-Pacific
    • 5.4.4 South America
    • 5.4.5 Middle East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Nel ASA
    • 6.3.2 Sempra Energy
    • 6.3.3 GRT Gaz SA
    • 6.3.4 MAN Energy Solutions
    • 6.3.5 Sunfire GmbH
    • 6.3.6 Ineratec GmbH
    • 6.3.7 Electrochaea GmbH
    • 6.3.8 MicroPyros BioEnerTec GmbH
    • 6.3.9 Siemens Energy AG
    • 6.3.10 Hitachi Zosen Inova AG
    • 6.3.11 AquahydreX Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS