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市场调查报告书
商品编码
1452921
全球氢中心市场 2024-2031Global Hydrogen Hubs Market 2024-2031 |
预计在预测期内(2024-2031 年),全球氢中心市场将以 15.2% 的CAGR成长。炼油和工业领域越来越多地采用氢中心是支持全球市场成长的关键因素。这一增长主要是由于近年来工业应用中对绿氢移动性的需求不断增长。根据国际能源总署(IEA)的数据,2022年全球氢气需求量将达到95公吨(M),比2021年增加近3.0%。除此之外,对氢气的需求主要集中在工业和工业领域的常规应用。炼油业(例如基于化学品和天然气的直接铁还原 [DRI])。市场参与者也大力投资氢中心解决方案,进一步促进市场成长。例如,2022 年6 月,空气产品和化学品公司投资约5 亿美元建造、拥有和营运一座35 吨/天的设施,用于分配和分配液态氢,并在马塞纳的一个绿地生产绿色液态氢,纽约。
全球氢中心市场按行业和最终用户细分。根据行业,市场细分为汽车、航空、船舶和其他(航太和国防)。此外,根据最终用户,市场分为液氢和氢燃料电池。在该行业中,由于枢纽内氢气和氢燃料电池堆的供应和利用的增加,预计汽车细分市场将占据相当大的市场份额。
在最终用户中,氢燃料电池细分市场预计将在全球氢枢纽市场中占据相当大的份额。该细分市场的成长归因于商用车越来越多地采用氢燃料电池。全球氢动力燃料电池公车的商业成功证明了人们对燃料电池公车优势的认识不断增强,例如续航里程、加油时间、类似于柴油的操作实践以及可扩展的基础设施。因此,一些组织倾向于投资氢燃料电池,旨在满足全球商用车产业的需求。例如,2023 年 11 月,巴拉德动力系统公司订购了 62 台氢燃料电池发动机,为欧洲的 Solaris 公车提供动力。该公司预计大部分燃料电池引擎将于 2024 年交付。
全球氢中心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(英国、义大利、西班牙、德国、法国和欧洲其他地区)、亚太地区(印度、中国、日本) 、韩国和亚洲其他地区)以及世界其他地区(中东和非洲以及拉丁美洲)。其中,由于对化石燃料的依赖减少以及固定和运输能源领域的需求增加,预计亚太地区将在全球市场中占据显着份额。
在所有地区中,北美地区预计在预测期内将以相当大的CAGR成长。区域成长归因于越来越多地采用不同的脱碳产业和工业流程,例如重型运输以及化学、钢铁和水泥製造。此外,政府对氢基础设施的投资大幅增加,这进一步推动了区域市场的成长。例如,2023 年 10 月,美国政府宣布建立区域清洁氢中心,以推动清洁製造和就业。两党基础设施法案将为七个区域清洁氢中心提供70亿美元资金,以加速国内清洁氢产业的发展。该项目全部投资的大约三分之二专门用于中心的绿色製造,特别是基于电解的生产。
服务全球氢中心市场的主要公司包括液化空气公司、空气化学产品公司、巴拉德动力系统公司、林德公司、西门子公司等。市场参与者透过各种策略(包括併购、合作、合作、融资和新产品发布),为市场成长做出了巨大贡献,以保持市场竞争力。例如,2022 年 3 月,ENEOS、丰田和 Woven Planet 合作,促进 Woven City 及其他地区的无二氧化碳氢气生产和使用。 ENEOS加氢站计划于2024-2025年Woven City开幕前开始营运。
Global Hydrogen Hubs Market Size, Share & Trends Analysis Report by Industry (Automotive, Aviation, Marine, and Others), and by End-Users (Liquid Hydrogen and Hydrogen Fuel Cell), Forecast Period (2024-2031)
The global hydrogen hubs market is anticipated to grow at a CAGR of 15.2% during the forecast period (2024-2031). The growing adoption of hydrogen hubs in refining and industrial sectors is the key factor supporting the market growth globally. The growth is primarily owing to the rising demand for green hydrogen for mobility in industrial applications in recent years. According to the International Energy Agency (IEA), the global hydrogen demand reached 95 Metric Ton (M) in 2022, almost 3.0% more than in 2021. Apart from this, the need for hydrogen is mainly found in conventional applications of the industrial and refining sectors (such as chemicals and natural gas-based Direct Iron Reduction [DRI]). The market players are also investing heavily in hydrogen hub solutions that further bolsters the market growth. For instance, in June 2022, Air Products and Chemicals, Inc. invested approximately $500 million to build, own, and operate a 35 MT/ day facility to distribute and dispense liquid hydrogen along with producing green liquid hydrogen at a greenfield site in Massena, New York.
The global hydrogen hubs market is segmented on the industry and end-users. Based on the industry, the market is sub-segmented into automotive, aviation, marine, and others (space and defense). Further, based on end-users, the market is bifurcated into liquid hydrogen and hydrogen fuel cells. Among the industry, the automotive sub-segment is anticipated to hold a considerable share of the market owing to the rise in the supply and utilization of hydrogen and hydrogen fuel cell stacks within hubs.
Among the end-users, the hydrogen fuel cell sub-segment is expected to hold a considerable share of the global hydrogen hubs market. The segmental growth is attributed to the increasing adoption of hydrogen fuel cells in commercial vehicles. The increasing awareness of fuel cell bus benefits, such as range, refueling time, operational practices akin to diesel, and scalable infrastructure, is proven by the commercial success of hydrogen-powered fuel cell buses globally. Hence, several organizations are inclined towards investing in hydrogen fuel cells aiming to cater commercial vehicle sector globally. For instance, in November 2023, Ballard Power Systems ordered 62 hydrogen fuel cell engines to power Solaris buses in Europe. The company expects delivery of the majority of the fuel cell engines to occur in 2024.
The global hydrogen hubs market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia), and the Rest of the World (the Middle East & Africa, and Latin America). Among these, Asia-Pacific is anticipated to hold a prominent share of the market across the globe, owing to the reduced reliance on fossil fuels and increased demand in stationary and transportation energy sectors.
Among all regions, the North American region is anticipated to grow at a considerable CAGR over the forecast period. Regional growth is attributed to the increasing adoption of different decarbonized sectors and industrial processes, such as heavy-duty transportation and chemical, steel, and cement manufacturing. Additionally, there is a significant increase in government investments in hydrogen infrastructure, which is further driving the regional market growth. For instance, in October 2023, the US Government announced regional clean hydrogen hubs to drive clean manufacturing and jobs. The Bipartisan Infrastructure Law will provide $7.0 billion in funding to seven regional clean hydrogen centers to speed the development of the domestic clean hydrogen industry. Approximately, two-thirds of the project's entire investment is dedicated to green manufacturing in the hubs, specifically production based on electrolysis.
The major companies serving the global hydrogen hubs market include Air Liquide S.A., Air Products and Chemicals, Inc., Ballard Power Systems Inc., Linde plc., Siemens AG, and others. The market players are considerably contributing to the market growth by the adoption of various strategies including mergers and acquisitions, partnerships, collaborations, funding, and new product launches, to stay competitive in the market. For instance, in March 2022, ENEOS, Toyota, and Woven Planet collaborated to facilitate CO2-free hydrogen production and usage for Woven City and Beyond. The ENEOS hydrogen refueling station is scheduled to begin operations before the opening of Woven City in 2024-2025.