氢气相容燃气涡轮机

使用可分散式的低碳发电技术是脱碳电力系统中日益重要的要素。目前许多电网都依赖天然气发电机在灵活性方面发挥关键作用。随着电力产业减少化石燃料消耗的努力，人们对使用氢气或氢气/天然气混烧的燃气涡轮机作为传统燃气发电的替代方案越来越感兴趣。

一些现有的燃气涡轮机已经消耗富氢气流。然而，其实施通常仅限于供应来自炼油和其他工业过程的副产品气体的小型装置。领先的燃气涡轮机製造商已宣布计划提高其产品线的混合能力，并在 2030 年代或更早实现 100% 氢气燃气涡轮机的商业化。这些努力得到了美国、德国、日本和韩国等主要市场对氢能发电的政策支持的支持。

虽然电力业可用的氢气总量仍不确定，但预计未来十年，氢燃气涡轮机将在发电设备销售中占据越来越大的比例。本报告分析了全球氢燃气涡轮机 (HGT) 市场，并概述了可能影响未来十年采用的关键技术、商业和政策因素。市场预测基于计划的氢能发电能力和製造商对氢技术实施的时间表分析。

目录

第 1 章执行摘要

第二章市场问题

• 简介
• 市场驱动因素
  • HGT 改造可实现现有基础设施的改造
  • 利用 HGT 缓解再生能源间歇性并提供电网稳定性
  • 透过政府财政支持实现早期进入
• 市场限制因素
  • 燃料弹性所带来的技术课题
  • 进一步发展氢供应链的必要性
  • 供应链各阶段的能源损失
• 其他业务问题

第三章政策审查

• 北美
  • 美国
• 欧洲
  • 德国
• 亚太地区
  • 日本
  • 韩国
  • 新加坡
  • 澳大利亚
• 拉丁美洲
• 中东/非洲

第四章产业价值链

• 竞争状况
  • 前 3 名公司
  • 其他 OEM

第五章市场预测

• 调查方法
• 世界市场概览
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第 6 章结论/建议

• 要点
• 建议

第 7 章首字母缩写词和缩写词列表

第 8 章图表

第九章研究范围、资料来源/研究方法、註

The availability of dispatchable, low carbon power generation technologies is an increasingly relevant feature of decarbonizing electricity systems. Currently, many power grids rely on natural gas generators to play a key flexibility role. Efforts to reduce power sector fossil fuel consumption are driving interest in gas turbines capable of operating using hydrogen or hydrogen-natural gas blends as an alternative to conventional gas-fired generation.

A portion of the existing gas turbine fleet already consumes hydrogen-rich gas streams. However, deployments are generally limited to smaller-scale equipment supplied with by-product gases from petroleum refining or other industrial processes. Major gas turbine manufacturers have announced plans to increase blend capabilities across their product ranges and to commercialize 100% hydrogen gas turbines by the 2030s or earlier. These efforts are being assisted by policy support for hydrogen power generation in key markets such as the US, Germany, Japan, and South Korea.

While overall volumes of hydrogen available to the power sector remain subject to high levels of uncertainty, hydrogen-capable gas turbines are expected to account for an increasingly meaningful share of power generation equipment sales over the coming decade. This Guidehouse Insights report provides an overview of the key technical, commercial, and policy factors that are likely to affect adoption over the next 10 years. Forecasts are based on an analysis of planned hydrogen power generation capacity and manufacturers' timelines for hydrogen technology adoption.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Global Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Market Drivers
  • 2.2.1 HGT Retrofits Enable the Conversion of Existing Infrastructure
  • 2.2.2 HGTs Can Buffer Intermittent Renewables and Provide Grid Stability
  • 2.2.3 Government Funding Has Enabled Early Movers
• 2.3 Market Barriers
  • 2.3.1 Fuel Flexibility Presents Technical Challenges
  • 2.3.2 Hydrogen Supply Chains Need Further Development
  • 2.3.3 Energy Is Lost with Every Step in the Supply Chain
• 2.4 Other Business Issues

3. Policy Review

• 3.1 North America
  • 3.1.1 US
• 3.2 Europe
  • 3.2.1 Germany
• 3.3 Asia Pacific
  • 3.3.1 Japan
  • 3.3.2 South Korea
  • 3.3.3 Singapore
  • 3.3.4 Australia
• 3.4 Latin America
• 3.5 Middle East & Africa

4. Industry Value Chain

• 4.1 Competitive Landscape
  • 4.1.1 The "Big Three"
    • 4.1.1.1 GE
    • 4.1.1.2 Siemens Energy
    • 4.1.1.3 Mitsubishi Power
  • 4.1.2 Other OEMs

5. Market Forecasts

• 5.1 Methodology
• 5.2 Global Market Overview
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East & Africa

6. Conclusions and Recommendations

• 6.1 Key Takeaways
• 6.2 Recommendations

7. Acronym and Abbreviation List

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

• Hydrogen-Capable Gas Turbine Capacity Additions by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Asia Pacifc: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Middle East & Africa: 2024-2033

Comparison of Methane and Hydrogen Properties

List of Figures

• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Middle East & Africa: 2024-2033
• HGT Market Growth Potential, World Markets: 2024-2033

Full Value Chain of Power-to-Hydrogen-to-Power Process