氢动力采矿设备的全球市场 - 燃料电池电动和氢燃烧发动机采矿设备：全球设备交付量和收入预测（2024-2033）

矿业公司在向非化石能源转型中可以发挥重要作用。虽然采矿业提供了製造清洁能源技术所需的原料，但它也作为二氧化碳排放源发挥重要作用。采矿作业排放量中近一半来自大型采矿车辆和设备的柴油消耗。运输卡车是最大的燃料使用者，每年排放约 6,800 万吨二氧化碳。

世界上大多数主要矿业公司都发布了气候变迁策略，通常设定 2040 年代和 2050 年代的气候中和目标，并针对营运排放。这些公司目前正在与采矿设备和动力系统供应商合作，探索各种解决方案，使运输卡车、挖土机、装载机、钻孔机和其他现场设备脱碳。与大多数替代路线不同，氢气为矿工提供了现场生产燃料或从第三方供应商购买燃料的灵活性。与电池电动解决方案相比，它们还提供更快的加油时间、更高的功率密度以及可能更长的续航里程。然而，与全电动路径相比，氢技术由于其往返效率较低，通常具有较高的营运成本。因此，除了一些明显的例外，矿业利害关係人对投资氢技术持谨慎态度。

该报告按地区、设备类型和动力总成技术预测了 2024 年至 2033 年全球氢动力采矿设备市场的单位销售和收入。本报告也介绍采矿公司和设备供应商，考虑电力和氢动力脱碳途径之间的权衡，并向氢技术和采矿价值链的利害关係人提供建议。

目录

第一章执行摘要

第二章 市场问题

• 促进因素
• 抑制因素
• 能源转型导致物质需求增加
• 矿石品质下降的影响
• 采矿作业的排放源
• 动力总成技术

第三章产业价值链

• 设备及技术提供商
• 矿业公司

第四章市场预测

• 分析方法
• 世界市场概览
  • 氢动力采矿设备：按地区
  • 氢动力采矿设备：依设备类型
  • 氢动力采矿设备：透过动力总成技术
• 市场预测：按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第 5 章结论和建议

• 重点
• 推荐
  • 采矿设备製造商
  • 动力总成技术供应商
  • 矿业公司
  • 氢能专案开发商
  • 政策制定者

第 6 章首字母缩写词和缩写词列表

第7章 目录

第8章图表

第9章 分析范围

第10章 资讯来源、分析方法及註释

Mining companies have an important role to play in the transition to non-fossil energy sources. While the industry provides the raw materials needed for the manufacture of clean energy technologies, it is also a significant source of CO2 emissions. A little under half of the emissions from mining operations come from diesel consumption in heavy duty mining vehicles and equipment. Haulage trucks are the largest fuel users, accounting for approximately 68 million tons of CO2 emissions per annum.

Most of the world's major mining players have released climate strategies, typically covering operational emissions with climate neutrality goals set for the 2040s and 2050s. Working in tandem with mining equipment and powertrain suppliers, these companies are currently exploring a range of solutions to decarbonize haulage trucks, excavators, loaders, drilling rigs, and other onsite equipment. Unlike most alternative pathways, hydrogen offers mining players the flexibility to produce fuel onsite or procure it from third-party suppliers. It also presents faster refueling times, increased power density and greater range potential than battery electric solutions. However, the low round trip efficiency of hydrogen technologies compared to fully electric pathways typically entails higher operational costs. With some notable exceptions, mining players are therefore taking a cautious approach to investing in hydrogen technologies.

This Guidehouse Insights report forecasts hydrogen-powered mining equipment sales and revenues from 2024-2033, segmented by global region, equipment type, and powertrain technology. It provides a detailed overview of mining players and equipment suppliers, discusses some of the tradeoffs between electrification and hydrogen-based decarbonization pathways, and offers recommendations to stakeholders across the hydrogen technology and mining value chains.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
• 2.2 Barriers
• 2.3 Increasing Material Demands from the Energy Transition
• 2.4 Impact of Declining Ore Grades
• 2.5 Sources of Emissions from Mining Operations
• 2.6 Powertrain Technologies

3. Industry Value Chain

• 3.1 Equipment and Technology Providers
• 3.2 Mining Companies

4.Market Forecasts

• 4.1 Methodology
• 4.2 Global Market Overview
  • 4.2.1 Hydrogen-Powered Mining Equipment by Region
  • 4.2.2 Hydrogen-Powered Mining Equipment by Equipment Type
  • 4.2.3 Hydrogen-Powered Mining Equipment by Powertrain Technology
• 4.3 Regional Market Forecasts
  • 4.3.1 North America
    • 4.3.1.1 Hydrogen-Powered Mining Equipment by Equipment Type, North America
    • 4.3.1.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, North America
  • 4.3.2 Europe
    • 4.3.2.1 Hydrogen-Powered Mining Equipment by Equipment Type, Europe
    • 4.3.2.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Europe
  • 4.3.3 Asia Pacific
    • 4.3.3.1 Hydrogen-Powered Mining Equipment by Equipment Type, Asia Pacific
    • 4.3.3.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Asia Pacific
  • 4.3.4 Latin America
    • 4.3.4.1 Hydrogen-Powered Mining Equipment by Equipment Type, Latin America
    • 4.3.4.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Latin America
  • 4.3.5 Middle East & Africa
    • 4.3.5.1 Hydrogen-Powered Mining Equipment by Equipment Type, Middle East & Africa
    • 4.3.5.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Main Takeaways
• 5.2 Recommendations
  • 5.2.1 Mining Equipment Manufacturers
  • 5.2.2 Powertrain Technology Providers
  • 5.2.3 Mining Companies
  • 5.2.4 Hydrogen Project Developers
  • 5.2.5 Policy Makers

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes

List of Tables

• Hydrogen-Powered Mining Equipment Deployments by Region, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Region, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Equipment Type, Middle East & Africa, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Equipment Type, Middle East & Africa, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments by Powertrain Technology, Middle East & Africa, 2024-2033
• Hydrogen-Powered Mining Equipment Revenue by Powertrain Technology, Middle East & Africa, 2024-2033

List of Figures

• Hydrogen-Powered Mining Equipment Deployments and Revenue by Region, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Region, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, World Markets, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, North America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, Europe, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, Asia Pacific, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, Latin America, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Equipment Type, Middle East and Africa, 2024-2033
• Hydrogen-Powered Mining Equipment Deployments and Revenue by Powertrain Technology, Middle East and Africa, 2024-2033

Pictorial Representation of the Industry Value Chain