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市场调查报告书
商品编码
1644931

美国氢气生产：市场占有率分析、行业趋势、统计数据和成长预测（2025-2030 年）

United States Hydrogen Generation - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3个工作天内

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简介目录

预计预测期内美国氢气生产市场将以超过 4% 的复合年增长率成长。

美国氢气生产-市场-IMG1

2020 年，市场受到了 COVID-19 的不利影响。目前市场已经恢復到疫情前的水准。

关键亮点

  • 从中期来看，预计预测期内对氢气生产工厂开发的投资增加将推动美国氢气生产市场的发展。
  • 同时，能源储存的高资本成本预计将限制美国氢气生产市场的发展。
  • 从可再生资源中提取氢气的技术进步以及氢气作为燃料的使用增加可能会在预测期内为美国氢气生产市场提供有利的成长机会。

美国氢气生产市场趋势

灰色氢气主导市场

  • 灰氢是最常见的氢气生产形式，使用天然气（透过甲烷重整）或煤（透过煤炭气化）来生产氢气。氢气生产过程是碳密集的，生产过程中会向大气中排放大量碳。
  • 2021年，全球整体宣布在2021年至2030年间开发522个氢能计划，其中43个是千兆级绿色氢能计划。北美约有67个活跃的氢计划。北美国家正在投资寻找工业和交通运输的替代性非碳密集型燃料，以加强区域价值链。预计这将为美国氢能发电市场创造重大机会。
  • 根据全球碳捕集与封存研究院统计，全球每年约有1.2亿吨氢气产生，其中目前约98%的氢气产量来自甲烷重整以及煤炭和类似石化燃料衍生材料（如石油焦和沥青质）的气化。
  • 全球致力于减少排放，主要针对石化、钢铁和发电等重工业，从而最大限度地减少灰氢的生产和使用。因此，该领域的投资正在急剧下降，预计预测期内该领域的产能成长将保持很小。
  • 然而，儘管蓝氢和绿氢技术的成本下降，但预计在预测期内，灰氢生产仍将保持与这两种类型氢的成本竞争力。受此影响，灰氢预计将占据相当大的市场份额，儘管在预测期内市场占有率预计会大幅下降。
  • 因此，鑑于上述情况，预测期内，灰色氢气部分可能会在美国氢气生成市场中见证显着增长。

蒸汽甲烷重整（SMR）实现大幅成长

  • SMR（蒸汽甲烷重整）是天然气生产产业中用于大规模生产氢气的化学製程。在这个过程中，水和甲烷（通常是天然气）会透过两种化学反应转化为纯氢和二氧化碳。根据客户的要求对氢气进行进一步精製。 SMR 是生产氢气最常见、最具成本效益的方法，可用于各种工业製程，包括发电和石油精製。
  • 美国能源资讯署 (EIA) 报告称，石油精製的净氢气投入量为 76,918,000 桶，比 2020 年增加 2.3%。氢气也广泛用于生产氨和甲醇，以及为化学和工业应用提供工业热。
  • SMR 工厂使用约 67% 的天然气进行重整，33% 的天然气用于提供热量。一摩尔天然气可提供四摩尔氢气。
  • 2022 年 4 月，伍德集团推出了新的蒸汽甲烷重整 (SMR) 技术，表示与传统的氢气生产工厂相比，该技术预计可将二氧化碳排放减少 95%。新技术旨在解决能源、热力生产和工业程的低效率问题，这些问题占全球整体温室气体排放的一半以上。
  • 2022 年 6 月，能源部 (DOE) 根据《两党基础设施法案》发布了一份意向通知 (NOI)，为在全美各地开发区域清洁氢中心 (H2Hubs) 的计划提供 80 亿美元的资金。为了加速氢气作为纯能源载体的使用，H2Hubs 预计将创建一个氢气生产商、消费者和本地连接基础设施的网路。美国每年生产约1000万吨氢气。美国生产的氢气大部分来自天然气，透过蒸汽甲烷重整和电解技术。
  • 因此，清洁技术的不断进步和政府透过高效基础设施生产氢气的各种倡议，正在推动美国氢气生成市场对蒸汽甲烷重整技术的需求。

美国氢气生产产业概况

氢气生产市场中等程度分散。市场上的主要企业（不分先后顺序）包括林德公司、液化空气集团公司、Engie SA、梅塞尔集团有限公司和空气产品及化学品公司。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 研究范围
  • 市场定义
  • 调查前提

第 2 章执行摘要

第三章调查方法

第四章 市场概况

  • 介绍
  • 2027 年市场规模及需求预测（十亿美元）
  • 最新趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
    • 限制因素
  • 供应链分析
  • PESTLE分析

第五章 市场区隔

  • 来源
    • 蓝氢
    • 绿色氢气
    • 灰色氢气
  • 科技
    • 蒸汽甲烷重整 (SMR)
    • 煤炭气化
    • 其他的
  • 应用
    • 精製
    • 化学处理
    • 钢铁生产
    • 其他的

第六章 竞争格局

  • 併购、合资、合作与协议
  • 主要企业策略
  • 公司简介
    • Linde Plc
    • Air Liquide SA
    • Messer Group GmbH
    • ITM Power Plc
    • Engie SA
    • Cummins Inc.
    • Air Products and Chemicals Inc.
    • Fuel Cell Energy Inc.
    • Taiyo Nippon Sanso Holding Corporation
    • McPhy Energy SA
    • Enapter Srl

第七章 市场机会与未来趋势

简介目录
Product Code: 93200

The United States Hydrogen Generation Market is expected to register a CAGR of greater than 4% during the forecast period.

United States Hydrogen Generation - Market - IMG1

The market was negatively impacted by COVID-19 in 2020. Presently the market has now reached pre-pandemic levels.

Key Highlights

  • Over the medium term, increasing investment in the development of hydrogen plants will likely drive the United States hydrogen generation market during the forecast period.
  • On the other hand, high capital costs of hydrogen energy storage are expected to restrain the United States hydrogen generation market.
  • Nevertheless, technological advancements in extracting hydrogen from renewable sources and increased applications of hydrogen as a fuel will likely create lucrative growth opportunities for the United States hydrogen generation market in the forecast period.

US Hydrogen Generation Market Trends

Grey to Dominate the Market

  • Grey hydrogen is the most common form of hydrogen production, and it uses natural gas (via stream methane reformation) or coal (via coal gasification) to produce hydrogen. The process of hydrogen production is carbon-intensive, as significant carbon emissions are released into the atmosphere during these production processes.
  • In 2021, Globally, 522 hydrogen projects were announced to be developed between 2021 and 2030, of which 43 are giga-scale green hydrogen projects. North American region has significant hydrogen activity with about 67 hydrogen projects. North American countries have been invested in finding non-carbon-intensive alternatives for industrial and transportation usage to strengthen the local value chain. This is expected to witness significant opportunities for the United States hydrogen generation market.
  • According to Global CCS Institute, nearly 120 Mt of hydrogen is produced annually, of which approximately 98% of current hydrogen production is from the reformation of methane or the gasification of coal or similar materials of fossil-fuel origin (e.g., petcoke or asphaltene).
  • Due to global efforts to reduce emissions, mainly from heavy industries such as petrochemicals, iron, steel, and power generation, are being made to minimize grey hydrogen production and usage. Due to this, investments in the segment are falling rapidly, and the segment is expected to witness minimal capacity growth during the forecast period.
  • However, despite falling costs of blue and green hydrogen technologies, grey hydrogen production is expected to remain cost competitive with both types during the forecast period. Due to this, grey hydrogen is expected to hold a significant share of the market, though its market share is expected to fall significantly during the forecast period.
  • Hence, owing to the above points, the grey hydrogen segment is likely to witness significant growth in the United States hydrogen generation market during the forecast period.

Steam Methane Reforming (SMR) to Witness Significant Growth

  • SMR (Steam Methane Reforming) is a chemical process used to produce hydrogen on a large scale in the gas manufacturing industry. In this process, two chemical reactions convert water and methane (usually natural gas) into pure hydrogen and carbon dioxide. Further purification of the hydrogen gas is accomplished according to the customer's specifications. SMR is the most common and cost-effective way to produce hydrogen gas, which is used for a wide variety of industrial processes, such as the production of electricity and refining oil.
  • The United States Energy Information Administration (EIA) reported the net hydrogen input in oil refining as 76,918 thousand barrels, recording a growth of 2.3% compared to 2020 levels. Hydrogen is also used extensively in generating ammonia and methanol and providing industrial heat for chemicals and industrial applications.
  • SMR plants use approximately 67 percent of the total natural gas for reforming, while 33 percent provides heat. One mole of natural gas feed provides four moles of hydrogen.
  • In April 2022, Wood plc announced its new steam methane reforming (SMR) technology, which is expected to achieve 95% CO2 emissions reduction compared to a traditional hydrogen production plant. This new technology is designed to counter inefficiencies in energy, heat production, and industrial processes, which collectively account for more than half of all global greenhouse gas emissions.
  • In June 2022, The Department of Energy (DOE) released a Notice of Intent (NOI) to fund the USD 8 billion program for the development of regional clean hydrogen hubs (H2Hubs) across the country under the Bipartisan Infrastructure Law. To accelerate the use of hydrogen as a pure energy carrier, H2Hubs are expected to create networks of hydrogen producers, consumers, and local connectivity infrastructure. The United States produces approximately 10 million metric tons of hydrogen yearly, compared to about 90 million tons worldwide. Most hydrogen produced in the United States comes from natural gas through steam methane reforming and electrolysis technology.
  • Hence, increasing advancements in cleaner technology and various government initiatives for producing hydrogen through efficient infrastructures are driving the demand for steam methane reforming technology in the United States hydrogen generation market.

US Hydrogen Generation Industry Overview

Hydrogen generation market is moderately fragmented in nature. Some of the major players in the market (in no particular order) include Linde plc, Air Liquide SA, Engie S.A., Messer Group GmbH, and Air Products and Chemicals Inc.

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 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis

5 MARKET SEGMENTATION

  • 5.1 Source
    • 5.1.1 Blue hydrogen
    • 5.1.2 Green hydrogen
    • 5.1.3 Grey Hydrogen
  • 5.2 Technology
    • 5.2.1 Steam Methane Reforming (SMR)
    • 5.2.2 Coal Gasification
    • 5.2.3 Others
  • 5.3 Application
    • 5.3.1 Oil Refining
    • 5.3.2 Chemical Processing
    • 5.3.3 Iron & Steel Production
    • 5.3.4 Others

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 Linde Plc
    • 6.3.2 Air Liquide SA
    • 6.3.3 Messer Group GmbH
    • 6.3.4 ITM Power Plc
    • 6.3.5 Engie S.A.
    • 6.3.6 Cummins Inc.
    • 6.3.7 Air Products and Chemicals Inc.
    • 6.3.8 Fuel Cell Energy Inc.
    • 6.3.9 Taiyo Nippon Sanso Holding Corporation
    • 6.3.10 McPhy Energy S.A.
    • 6.3.11 Enapter S.r.l.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS