![]() |
市场调查报告书
商品编码
1363951
全球蓝氨市场2023-2030Global Blue Ammonia Market 2023-2030 |
预计全球蓝氨市场在预测期内将以 5.5% 的复合年增长率成长。蓝氨是一种氨,以天然气为原料,捕获并储存氢气生产过程中的二氧化碳副产品。这使得蓝氨成为传统氨生产的低碳替代品,传统氨生产会向大气中排放大量温室气体。对减少温室气体排放的日益关注和加强推动氢气经济将推动对蓝氨市场的需求。这一成长背后的主要驱动力是蓝氨作为运输和发电燃料的潜力。 2023年6月,雅苒国际ASA与巴斯夫合作,在美国墨西哥湾沿岸地区开发和建造一座世界规模的碳捕集低碳蓝氨生产设施。为了满足全球对低碳氨不断增长的需求,两家公司正在研究建造年产能 120 至 140 万吨的工厂的可能性。
全球蓝氨市场按技术、应用和最终用户行业细分。依技术划分,市场分为蒸汽甲烷重整、自热重整和气体部分氧化。按应用划分,市场细分为重型公路运输、电力工业供暖和工业原料。按最终用户产业,市场进一步细分为农业、纺织、采矿、製药、冷冻和其他最终用户产业。其中,工业原料领域预计在预测期内将占据重要份额,在工业原料领域中,化肥产业预计仍将是蓝氨的最大消费者。氨用于生产农作物生产所需的肥料。
其中,蒸汽甲烷重整预计将在全球蓝氨市场占据显着份额。这主要是由于其生产纯氢的成本效益和节能方法,蒸汽甲烷重整引领蓝氨市场,拥有最大的市场份额和最高的成长率。由于已建立的基础设施和比固体氧化物电解和碱性电解等其他技术更低的投资成本,推动了这一趋势。蒸汽甲烷重整 (SMR) 约占全球氨总产量的 60%。
全球蓝氨市场根据地理位置进一步细分,包括北美(美国和加拿大)、欧洲(义大利、西班牙、德国、法国等)、亚太地区(印度、中国、日本、韩国等)其他)以及世界其他地区(中东、非洲和拉丁美洲)。其中,亚太市场预计将在预测期内成为全球蓝氨市场中收入成长最快的市场。因为与其他国家相比,日本透过长期广泛的发展,在氨采购技术上不断突破,产生了许多优势。例如,2021 年 5 月,为了创建一条将加拿大西部氨与日本和其他亚洲市场连接起来的端到端蓝氨供应链,北美中游公司 Pembina 与日本最大的贸易公司之一签署了一项协议。
蓝氨因其清洁的生产过程而被视为应对气候紧急情况的可行解决方案。它用途广泛,可应用于燃料电池、海上作业和化肥生产。随着蓝氨需求的不断增加,在北美建立更多项目的可能性很高。例如,2023年6月,巴斯夫和雅苒清洁氨公司正在合作进行一项联合研究,在美国墨西哥湾沿岸地区开发和建造一座具有碳捕获功能的世界规模低碳蓝氨生产设施。也实施政策来推动研发并鼓励使用清洁燃料作为能源。公用事业公司正在经历重大的营运转变,包括去中心化、数位化和脱碳化。再生能源大规模用于发电。
服务全球蓝氨市场的主要公司包括液化空气集团、沙乌地阿拉伯石油公司、雅苒国际公司、TechnipFMC plc 和 CF Industries Holdings, Inc. 等。市场参与者透过各种策略(包括併购、合作、合作和新产品发布)为市场成长做出巨大贡献,以保持市场竞争力。例如,2023年3月,三井物产株式会社和最大的氨生产商CF Industries Holdings, Inc.宣布合作计画在美国开发新建氨生产设施。新建的工厂将采用碳捕获和封存技术生产蓝氨,比传统的氨生产方法减少60%以上的碳排放。
Title: Global Blue Ammonia Market Size, Share & Trends Analysis Report Market by Technology (Steam Methane Reforming, Autothermal Reforming, and Gas Partial Oxidation), by Application (Heavy Road Transport, Power Industrial Heating, and Industrial Feedstock), and by End-User Industry (Agriculture, Textiles, Mining, Pharmaceutical, Refrigeration, and Other End-User Industries)Forecast Period (2023-2030).
The global blue ammonia market is anticipated to grow at a considerable CAGR of 5.5% during the forecast period. Blue ammonia is a type of ammonia that is produced using natural gas as a feedstock with the carbon dioxide by-product from hydrogen production captured and stored. This makes blue ammonia a lower-carbon alternative to traditional ammonia production, which releases large amounts of greenhouse gases into the atmosphere. Growing focus on reducing greenhouse gas emissions and increasing efforts toward empowering the hydrogen economy will drive the demand for the Blue Ammonia Market. The primary driving force behind this growth is the potential of blue ammonia to serve as a fuel for both transportation and power generation. In June 2023, Yara International ASA and BASF collaborated to develop and build a world-scale low-carbon blue ammonia production facility with carbon capture in the Gulf Coast region of the United States. To meet the expanding worldwide demand for low-carbon ammonia, the companies are investigating the possibility of a facility with a total capacity of 1.2 to 1.4 million tons annually.
The global blue ammonia market is segmented by technology, application, and end-user industry. By technology, the market is segmented into steam methane reforming, autothermal reforming, and gas partial oxidation. By application, the market is sub-segmented into heavy road transport, power industrial heating, and industrial feedstock. By the end-user industry, the market is further segmented into agriculture, textiles, mining, pharmaceutical, refrigeration, and other end-user industries. Among these, the industrial feedstock segment is expected to hold the significant share during the forecast period, in the industrial feedstock segment the fertilizer industry is expected to remain the largest consumer of blue ammonia. Ammonia is used to produce fertilizers, which are essential for crop production.
Among the technology, steam methane reforming is expected to hold a prominent share of the global blue ammonia market. This is primary owing to its cost-effectiveness and energy-efficient method of manufacturing pure hydrogen, steam methane reforming leads the blue ammonia market, with the largest market share and the highest growth rate. Because of the established infrastructure and lower investment costs than other technologies, such as solid oxide electrolysis and alkaline electrolysis, drive this trend. Steam methane reforming (SMR) accounts for around 60% of the total ammonia production globally.
The global blue ammonia market is further segmented based on geography, including North America (the US and Canada), Europe (Italy, Spain, Germany, France, and others), Asia-Pacific (India, China, Japan, South Korea, and others), and the Rest of the World (the Middle East & Africa and Latin America). Among these, the Asia-Pacific market is expected to register fastest revenue growth rate in the global blue ammonia market over the forecast period. Because compared to other countries, Japan has made continuous breakthroughs in ammonia procuring technology through extensive long-term development, resulting in numerous advantages. For instance, in May 2021, to create an end-to-end blue ammonia supply chain that connects Western Canada ammonia to Japan and other Asian markets, North American midstream corporation Pembina signed a deal with one of the biggest trading firms in Japan.
Blue ammonia is viewed as a viable solution to the climate emergency due to its cleaner production process. It is versatile and finds applications in fuel cells, maritime operations, and fertilizer production. With the increasing demand for blue ammonia, there is a high probability of establishing more projects in North America. For instance, in June 2023, BASF and Yara Clean Ammonia are collaborating on a joint study to develop and construct a world-scale low-carbon blue ammonia production facility with carbon capture in the U.S. Gulf Coast region. Policies are also enforced to propel R&D and encourage the use of clean fuels for energy. Utilities are going through a significant operational shift, including decentralization, digitalization, and decarbonization. On a large scale, renewable energy is used for power generation.
The major companies serving the global blue ammonia market include Air Liquide S.A., Saudi Arabian Oil Co., Yara International ASA, TechnipFMC plc, and CF Industries Holdings, Inc. among others. The market players are considerably contributing to the market growth by the adoption of various strategies, including mergers and acquisitions, partnerships, collaborations, and new product launches, to stay competitive in the market. For instance, in March 2023, Mitsui & Co., Ltd., and CF Industries Holdings, Inc., the largest ammonia producer, announced their collaborative plan to develop a greenfield ammonia production facility in the United States. The newly established facility will produce blue ammonia using carbon capture and sequestration techniques, reducing carbon emissions by over 60% rather than using traditional ammonia production methods.