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市场调查报告书
商品编码
1328987
绿色氢全球市场评估,按技术、按可再生资源、按运输渠道、按最终用户、按地区、机会和预测(2016-2030)Green Hydrogen Market Assessment, By Technology, By Renewable Source, By Transportation Channel, By End-user, and By Region, Opportunities and Forecast, 2016-2030F |
全球绿氢市场规模预计将从2022年的22亿美元增长到2030年的244.6亿美元,2023-2030年復合年增长率为35.13%。
2023年1月,全球业界公布了1000多个大型项目提案。 其中,到2030年,795个项目将全部或部分运营,到2030年,氢价值链的总投资将达到3200亿美元。 世界各地的公司已宣布计划到 2030 年每年生产 3800 万吨清洁氢气。 生产计划包括低碳和可再生氢,大约一半的项目目前处于规划阶段或有资本承诺。
随着国家和行业走向碳中和,绿色氢越来越受欢迎。 在成本下降、技术进步、支持性政策和公众意识的推动下,政府、企业和个人正在采用绿色氢解决方案来减少排放、改善空气质量和实现能源独立。
降低可再生能源成本、实现规模经济、全球对绿色氢项目的承诺以及技术进步将降低生产成本,使绿色氢成为更具成本效益的选择。
世界各国政府正在通过政策框架、激励措施和融资活动积极支持绿色氢能的发展。 这种支持有助于加速绿色氢作为清洁能源解决方案的采用和开发。
氢基础设施正在迅速扩大,为绿色氢市场奠定了基础。 各国将投资大规模绿色制氢设施,并纳入全面的氢生态系统,以支持一系列应用,包括发展氢动力城市交通系统以及氢燃料电池公交车和商用车的融合。 这种增长将推动清洁氢作为可持续、低排放能源解决方案的采用。
2021年,澳大利亚将启动西部绿色能源中心项目,这是一个50GW的可再生氢设施,向全球市场供应绿色氢。 壳牌计划在其位于德国的莱茵兰炼油厂建设一座100兆瓦的电解厂。 比利时安特卫普港口和荷兰鹿特丹港口通过合作 H2MARES 项目探索跨境氢气管道连接,表现出了对国际氢气贸易的兴趣。
氢基础设施的发展,包括储存设施、运输网路和加氢站,对于建设全球氢经济和加强绿色氢市场至关重要。
领先企业注重研发,以改进技术、降低生产成本、提高效率。 我们投资大型项目和合作伙伴关係,以推动市场增长并扩大世界基础设施。 2021年12月,德国联邦经济事务和气候保护部启动了H2Global计划下进口绿色氢的采购流程。 中介机构HINT.CO预计通过竞标购买氢衍生物,计划于2024年底交付给德国和欧洲。
同样,西班牙政府已向 10 个重要项目授予许可,其中包括 Fertiberia 和 Iberdrola 的 Puertollano 计划。 该项目自去年开始运营,每年可生产20万吨绿色氢气。 丸红株式会社、岩谷株式会社和关西电力公司这三家日本公司、澳大利亚斯坦威尔有限公司和新加坡吉宝基础设施公司已签署了中央昆士兰氢能项目(CQ-H2)合同。 该项目旨在利用可再生能源生产和液化澳大利亚昆士兰州的绿色氢,并将其出口到日本。 最大装机容量为640兆瓦,预计2030年左右开始生产供应。
本报告研究和分析了全球绿色氢市场,提供市场规模和预测、市场动态、主要参与者的格局和前景等。
Global Green Hydrogen Market size was valued at USD 2.2 billion in 2022 and is projected to reach USD 24.46 billion by 2030, growing at a CAGR of 35.13% from 2023 to 2030. Energy is pivotal for global development, economy, and sustainability, powering industries, transportation, and meeting daily needs. However, rising energy demand raises environmental concerns due to greenhouse gas emissions and climate change impacts.
Green hydrogen is a promising solution to address the environmental impact of increasing energy demands. It is produced using renewable sources and offers a clean alternative for industries, transportation, and daily needs. Carbon-neutral, it combats greenhouse gas emissions and aligns with global goals, paving the way for an eco-friendly, sustainable energy future.
In January 2023, the global industry unveiled over 1,000 large-scale project proposals. Among them, 795 projects intend to be fully or partially operational by 2030, with combined investments amounting to USD 320 billion in hydrogen value chains through 2030. Companies globally have revealed plans to produce 38 million metric tons of clean hydrogen annually (MMTPA) by 2030. The production plans comprise both low-carbon and renewable hydrogen, with approximately half of the projects currently in the planning stage or having secured capital commitments.
Green hydrogen is gaining popularity as countries and industries transition to carbon neutrality. Driven by declining costs, technological advancements, supportive policies, and public awareness, governments, businesses, and individuals are adopting green hydrogen solutions to reduce emissions, improve air quality, and achieve energy independence.
The Paris Agreement aims to limit global warming to 2 degrees Celsius, with 70 countries, including major polluters like China, the US, and the EU, committing to net-zero emissions. Countries like the UK, Japan, USA, and EU aim to achieve net zero by 2050.
Green Hydrogen is a crucial solution for global net-zero targets, offering significant reductions in greenhouse gas emissions. In the NZE Scenario, low-emission hydrogen and hydrogen-based fuels offer modest CO2 reductions in 2030. However, they are essential in heavy industry, long-distance transport, shipping, and aviation sectors, with more significant impact as hydrogen technologies advance.
Replacing fossil fuel-based hydrogen with low-emission hydrogen is a priority for refining and industry applications, as emissions intensity is projected to decrease from 12-13.5 kg CO2-eq per kg H2 in 2022 to 6-7.5 kg CO2-eq per kg H2 in 2030. The Green Hydrogen market is growing. Bloom Energy and LSB Industries are partnering to install a 10 MW solid oxide electrolyzer in their Pryor, Oklahoma plant, producing green hydrogen for 13,000 metric tons of zero-carbon ammonia annually.
Europe and North America are the primary markets for announced hydrogen supply, with 13 MTPA and 9 MTPA, respectively. By 2025, North America will lead in terms of volume, boasting 2.8 million metric tons per annum (MTPA), of which a substantial 70% will be low-carbon hydrogen. Europe leads in announced volumes, while other regions have a higher share of mature volumes. About 40% of the total announced supply in China is committed from green hydrogen by 2025.
Advances in hydrogen production technologies, like electrolyzers, have made green hydrogen more economically viable and competitive with conventional energy sources. Green hydrogen is free from fossil fuels and offers a superior long-term solution for decarbonizing economies. However, its current cost in certain regions is higher than grey hydrogen. Over 230 GW of electrolysis deployment is announced for 2030, with 120 GW mature and feasibility studies underway. China leads in electrolysis capacity, followed by North America and Europe.
The decreasing renewable energy costs, economies of scale are realized, global commitments to green hydrogen projects, and technological advances will reduce the production cost, making green hydrogen a more cost-effective option.
Governments globally actively support the development of green hydrogen through policy frameworks, incentives, and funding initiatives. This support helps accelerate its adoption and development as a clean energy solution.
All major economies have launched Green Hydrogen Strategies like the United States hydrogen tax credits under The United States Inflation Reduction Act (August 2022), which grants tax credits up to USD 3 per kg for clean hydrogen producers over a decade based on carbon emissions lifecycle. It aims to create four regional clean hydrogen hubs, fostering a national clean hydrogen economy and reducing green hydrogen costs to less than USD 2 per kg by 2026 (from over USD 5 per kg currently).
Similarly, the European Commission's Carbon Contracts for Difference (CCfD) program subsidizes green hydrogen, promoting a shift from natural gas to renewables. EU governments pay end users for not emitting carbon, aiming to produce 10 million tons of green hydrogen domestically and import another 10 MT by 2030. Germany's H2Global program, with USD 900 million funding, supports green ammonia, methanol, and sustainable aviation fuels. Similar initiatives exist in Australia, China, Canada, and India.
Green hydrogen becomes economically feasible as renewable energy costs decrease, integrating sectors like electricity, transport, and industry. It enhances energy efficiency and acts as energy storage, converting surplus renewable energy into hydrogen for electricity generation. The global clean hydrogen supply is around 800 KTPA, with 740 KTPA being low carbon, mainly in North America, and the rest being renewable.
Fuel cell electric vehicles (FCEV) sales reached 80,000 vehicles in the mobility and transportation industry, a 30% increase from 2022. OEMs announced over 130 FCEV models for 2023, mainly in China. Fuel cell global capacity is 12 GW, with Japan and South Korea as significant supply markets. Ammonia terminals are also increasing globally, with 38 export and 88 import terminals.
The NEOM Green Hydrogen Project, a joint venture between NEOM, Air Products, and ACWA Power, is the world's largest utility-scale green hydrogen facility powered by renewable energy. With a completion date of 2026, it will produce 600 tons of green hydrogen daily, saving 5 million tons of CO2 annually.
Hydrogen infrastructure is expanding rapidly, laying the foundation for the green hydrogen market. Countries are investing in large-scale green hydrogen production facilities and embracing comprehensive hydrogen ecosystems to support various applications, such as developing hydrogen-powered urban transport systems and integrating hydrogen fuel cell buses and commercial vehicles. This growth promotes the widespread adoption of clean hydrogen as a sustainable and low-emission energy solution.
In 2021, Australia launched the Western Green Energy Hub project, a 50 GW renewable hydrogen facility, to supply green hydrogen to global markets. Shell plans to build a 100 MW electrolysis plant at the Rheinland refinery in Germany. Belgium's Port of Antwerp and the Netherlands' Port of Rotterdam collaborated on the H2MARES project to explore cross-border hydrogen pipeline connections, showcasing international hydrogen trade interest.
Development of hydrogen infrastructure, including storage facilities, transportation networks, and refueling stations, is crucial for building a global hydrogen economy and bolstering the green hydrogen market.
The COVID-19 pandemic significantly impacted the global energy sector, causing disruptions in demand, supply, and consumption patterns. Lockdowns, travel restrictions, and economic slowdowns led to a decline in energy demand, especially for transportation fuels. Industrial activities also contracted, causing reduced energy consumption and financial stress. Investment cuts in the oil and gas sector were also observed.
Despite the overall decline in energy demand, renewable energy sources, such as solar and wind, continued to grow and with them green hydrogen emerged as a promising solution to address climate change and promote a more sustainable energy future. Governments recognized the significance of green hydrogen and have started incorporating green hydrogen strategies into their long-term energy plans, emphasizing the role of clean energy in building a more resilient and low-carbon energy future.
Russia ranks as the 3rd largest crude oil exporter in 2021. Europe, including Germany, the Netherlands, and Poland, is a major destination for Russian oil. The Ukraine war caused volatility in fossil fuel markets, prompting the deployment of clean energy technologies and a short-term scramble for oil and gas supply.
The conflict has led to countries diversifying their energy sources, with green hydrogen being a promising alternative. This global market offers domestic production using renewable resources, fostering technology transfer, knowledge sharing, and joint investments. Germany is part of the H2Med project, a hydrogen pipeline initiative connecting Spain, Portugal, France, and Germany, aiming to meet 10% of the European Union's hydrogen demand by 2030.
Key players focus on R&D to improve technologies, reduce production costs, and increase efficiency. They invest in large-scale projects and partnerships to drive market growth and expand global infrastructure. The German Federal Ministry for Economic Affairs and Climate Action initiated a procurement process for green hydrogen import under the H2Global program in December 2021. HINT.CO, an intermediary, will purchase hydrogen derivatives through competitive bidding, with deliveries to Germany and Europe scheduled for end-2024.
Similarly, the Spanish government has given the green light to ten significant projects, including Fertiberia and Iberdrola's Puertollano initiative. This project, operational since last year, has a production capacity of 200,000 tons of green hydrogen per year. Three Japanese companies, Marubeni Corporation, Iwatani Corporation, Kansai Electric Power Co., and Australian company Stanwell Corporation Limited and Singapore-based Keppel Infrastructure signed an agreement for the Central Queensland Hydrogen Project (CQ-H2). The project aims to produce, liquify, and export green hydrogen from Queensland, Australia, to Japan using renewable energy. Production and supply are expected to begin around 2030 with up to 640 MW of electrolyzers installed.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work