清洁氢市场：避免交易不确定性

低碳制氢技术在过去十年中得到了改进，从商业前或小批量阶段转向大规模商业可行性。 传统的氢工业巨头在全球投资了众多项目，一些已经完成，还有更多正在开发中。

本报告审视了全球清洁氢市场，概述了市场、氢需求和供应、每个国家/地区的趋势以及即将开展的项目。

内容

概述

建议

今天的氢气贸易

氢气需求

氢原料需求将随着化石原料限制的增加而增加

氢燃料需求将由运输主导，至少在初期是这样

氢气供应

蓝色制氢

绿色制氢

氢基础设施

影响氢气贸易的政策

欧盟是氢能政策制定的先驱

十多年来，美国立法一直在支撑氢工业

海湾国家利用供应能力

亚太和南美洲落后但正在迎头赶上

对氢气贸易的影响

国际贸易开闢了世界各地的新航线

氢气传输取决于距离

将LNG市场作为氢气市场的参考是有风险的

氢气交易详情

清洁氢项目获得资金支持

氢的不确定性趋势

案例研究：成功的氢合作项目

建议

Low carbon hydrogen production technology has improved in the past decade, moving from precommercial or low volume phases to commercial viability at a significant scale. Traditional large hydrogen industry players have invested in numerous projects worldwide, with several already completed and many more still in the development pipeline.

Despite this enthusiastic rollout, considerable uncertainty remains related to price competition with existing grey hydrogen and the potential to expand to non-traditional demand sectors such as transportation, industrial heating, and power generation. Policy support can help reduce cost barriers, facilitate infrastructure development, and accelerate the development and commercialization of critical enabling technologies. As such, policies like the Inflation Reduction Act in the US and the REPowerEU plan in the European Union will play a strong role in facilitating the transition to low carbon hydrogen.

This Guidehouse Insights Strategy Insight report covers the current state of hydrogen supply and demand; how policymakers are reacting to changes in the hydrogen industry; and additional related topics, including analogous commodities that can serve as indicators of the future of low carbon hydrogen, barriers to trade development, and financing options.

Table of Contents

Spark

Context

Recommendations

The Hydrogen Trade Today

Hydrogen Demand

Feedstock Demand for Hydrogen Will Grow with Increased Fossil Feedstock Restrictions

Fuel Demand for Hydrogen Will be Dominated by Transportation, at Least Initially

Hydrogen Supply

Blue Hydrogen Production

Green Hydrogen Production

Hydrogen Infrastructure

Policies Affecting the Hydrogen Trade

The EU Is a Pioneer in Hydrogen Policy Development

US Legislation Will Support the Hydrogen Industry for a Decade or More

Gulf Countries Are Leveraging Their Supply Capabilities

Asia Pacific and South America Are Behind but Catching Up

Implications for the Hydrogen Trade

International Trade Paves New Routes across the Globe

Preferred Mode of Hydrogen Transport Depends on Distances

Using the LNG Market as a Reference for Hydrogen Markets Is Risky

Deeper Dive into the Hydrogen Trade

Acquiring Financial Backing for Clean Hydrogen Projects

To Lead or to Follow? Hydrogen Uncertainties Are What You Make of Them

Case Study: A Successful Hydrogen Collaboration Project

Recommendations

List of Tables

Hydrogen and LNG Market Characteristics

List of Figures

Cost of Hydrogen Transport by Various Modes