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市场调查报告书
商品编码
1359014
2030 年棕氢市场预测:按技术、最终用户和地区分類的全球分析Brown Hydrogen Market Forecasts to 2030 - Global Analysis By Technology, End User and By Geography |
根据Stratistics MRC的数据,2023年全球棕氢市场规模为369.3亿美元,预计2030年将达到581.5亿美元,预测期内年复合成长率为6.7%。
褐氢是透过煤炭气化过程产生的。煤在煤炭气化过程中从固体转变为气体。当煤气化时,其化学成分分离并产生甲烷气体。分离出的气体在运输处置之前通常会清洗以回收氢气和高浓度的二氧化碳。
据国际能源总署称,基于石化燃料氢气生产的精製和化学生产已经集中在世界各地的沿海工业区,包括欧洲北海、北美墨西哥湾沿岸和中国东南部。如果鼓励这些工厂转向更清洁的氢气生产,整体成本将会降低。
推动棕氢市场的关键要素是全球范围内对氢的需求不断增长,氢既作为能源载体,又作为石化、精製和运输部门工业流程的重要组成部分。此外,需求的增加也是各行业转向氢气以提高製程效率、减少排放气体并满足严格的品质标准的结果。同时,动力来源运输的转变正在加速,凸显了氢在不断变化的能源形势中的重要作用。
更清洁的氢气製造流程,例如生产蓝色和绿色氢气,可与棕色氢气竞争。绿氢是透过可再生能源电解动力来源的,不排放二氧化碳,而蓝氢是透过CCS从石化燃料产生的,比棕氢具有更低的碳排放。此外,棕色氢市场的永续性受到这些清洁替代的出现和扩张的威胁。
用于棕氢生产的 CCS 技术的发展为整个产业更广泛的捕碳封存应用带来了希望。对 CCS 的投资可以带来降低成本、提高效率并加速全球排放的创新。此外,透过研究合作伙伴关係、产业合作伙伴关係和政府的财政激励措施可以加速先进 CCS 解决方案的创建和部署。
随着各国配合措施应对气候变化,棕色氢生产产业对环境的影响仍是一个严重威胁。即使采用 CCS 技术,褐氢产生的二氧化碳 (CO2)排放也可能不符合长期排放目标。此外,棕色氢的持续发展可能会受到法规限制和有关燃料环境影响的公众舆论变化的阻碍。
COVID-19大流行对棕氢市场产生了各种影响。建筑项目和供应链最初被中断,导致延误和成本超支。但随着世界各国政府更加重视经济復苏,人们越来越认识到棕氢在促进创造就业机会和支持陷入困境的产业方面的潜力。因此,对棕氢配合措施的财政支持和立法支持有所增加,特别是与捕碳封存(CCS)技术相关的倡议。疫情也加速了向清洁能源的过渡,鑑于更雄心勃勃的排放目标以及绿氢和蓝氢竞争的加剧,一些相关人员希望重新为棕氢提供动力。它的设计是为了进行评估。
氢气生产的最大市场占有率预计属于蒸汽甲烷改性(SMR)领域。蒸汽甲烷改性是一种经常用于生产氢气的试验误技术。蒸汽甲烷改性涉及天然气(甲烷)与高温蒸汽的相互作用,产生氢气和二氧化碳作为按产品。此外,SMR 是首选,因为它比某些替代方案更有效且成本更低。然而,儘管SMR是一项流行技术,但人们对减少碳排放的兴趣正在增加,碳排放和封存(CCS)技术正在转向捕碳封存(CCS)技术,以减少与SMR相关的碳排放。我们不能忘记,人们越来越感兴趣
预计发电领域在预测期内年复合成长率最高。氢能发电作为传统石化燃料燃料发电的清洁高效替代品越来越受欢迎。氢是向清洁能源过渡的关键元素,因为它可用于燃料电池和燃气涡轮发电而不排放二氧化碳。政府和公用事业公司越来越多地投资氢发电工程,因为他们将氢纳入其能源结构,并考虑电网稳定和能源储存的机会。随着世界转向可再生、低碳能源,氢能发电预计将继续成长,并支持弹性和永续的能源未来。
亚太地区在棕氢市场中占据最大份额。该地区,特别是中国、澳洲和日本等国家,在捕碳封存(CCS)和棕氢生产技术方面投入了大量资金。中国拥有大量煤炭蕴藏量,并将氢能作为其能源转型策略的一部分,因此是特别重要的参与者。此外,日本和澳洲也在棕色氢计画上投入大量资金,以实现能源多元化并支持其经济。
在预测期内,棕色氢市场年复合成长率最高的是欧洲地区。欧洲制定了雄心勃勃的氢能策略,并积极推动氢能作为清洁能源转型的关键要素。德国、荷兰和英国国正在资助棕色氢项目,这些项目通常与捕碳封存(CCS)技术相结合。此外,这些配合措施是钢铁和化学等重工业脱碳化的需要,其中棕氢可以发挥关键作用。在欧洲,由于对实现碳中和和氢基础设施发展的坚定承诺,棕色氢预计将出现高速成长。
According to Stratistics MRC, the Global Brown Hydrogen Market is accounted for $36.93 billion in 2023 and is expected to reach $58.15 billion by 2030 growing at a CAGR of 6.7% during the forecast period. Brown hydrogen is created using the coal gasification process. Coal is changed from a solid to a gas during coal gasification. When coal is gasified, its chemical components are separated out, producing methane gas. Following isolation, the gas can be conventionally cleaned to recover hydrogen and a stream of highly concentrated carbon dioxide before being transported for disposal.
According to IEA, refining and chemical manufacturing based on hydrogen derived from fossil fuels are already concentrated in coastal industrial zones worldwide, such as the North Sea in Europe, the Gulf Coast in North America, and south-eastern China. Overall expenses would be reduced if these plants were encouraged to switch to cleaner hydrogen generation.
A significant factor driving the brown hydrogen market is the rising demand for hydrogen on a global scale as an energy carrier and an essential element in industrial processes in the petrochemicals, refining, and transportation sectors. Moreover, this increase in demand is a result of industries turning to hydrogen to improve process efficiency, cut emissions, and meet strict quality standards. At the same time, it is accelerating the shift to hydrogen-powered transportation options, highlighting hydrogen's critical role in the changing energy landscape.
Cleaner hydrogen production processes, like those that produce blue and green hydrogen, compete with brown hydrogen. While green hydrogen is produced through electrolysis powered by renewable energy with no carbon emissions, blue hydrogen is produced from fossil fuels with CCS and has a lower carbon footprint than brown hydrogen. Additionally, the sustainability of the brown hydrogen market is threatened by the emergence and expansion of these cleaner substitutes.
The development of CCS technologies for the production of brown hydrogen offers hope for more extensive carbon capture and storage applications across industries. Innovations that lower costs, boost efficiency, and encourage global emissions reduction can result from investments in CCS. Furthermore, the creation and uptake of advanced CCS solutions can be sped up through research partnerships, industry alliances, and financial incentives from the government.
The brown hydrogen production industry's environmental impact continues to pose a serious threat as countries step up their efforts to combat climate change. Even with the use of CCS technology, the carbon dioxide (CO2) emissions caused by brown hydrogen may not be in line with long-term emission reduction goals. Moreover, brown hydrogen's continued development may be hampered by regulatory restrictions and shifting public opinion about the environmental effects of the fuel.
The COVID-19 pandemic had a wide range of effects on the market for brown hydrogen. Construction projects and supply chains were initially disrupted, which resulted in delays and cost overruns. However, as governments all over the world place a higher priority on economic recovery, a growing understanding of brown hydrogen's potential to promote job creation and support struggling industries has emerged. This resulted in increased financial support and legislative backing for brown hydrogen initiatives, particularly those connected to carbon capture and storage (CCS) technologies. The transition to cleaner energy sources was also accelerated by the pandemic, which led some stakeholders to re-evaluate the function of brown hydrogen in light of more ambitious emission reduction goals and the growing competition from green and blue hydrogen.
The largest market share for hydrogen production is anticipated to belong to the steam methane reforming (SMR) segment. A tried-and-true and frequently applied technique for producing hydrogen is steam methane reforming. It entails the interaction of natural gas (methane) and extremely hot steam, which results in the production of hydrogen gas and carbon dioxide as byproducts. Moreover, SMR is preferred because it is effective and costs less than some alternative methods. But it's important to remember that even though SMR is a popular technique, there is a growing focus on lowering carbon emissions, which has raised interest in carbon capture and storage (CCS) technologies to reduce the CO2 emissions connected with SMR.
Throughout the forecast period, the power generation segment is anticipated to have the highest CAGR. Hydrogen power generation is gaining popularity as a clean, efficient alternative to conventional electricity generation from fossil fuels. Hydrogen is a crucial component in the switch to clean energy because it can be used in fuel cells and gas turbines to generate electricity with no carbon emissions. Incorporating hydrogen into their energy mix and looking into opportunities for grid stabilization and energy storage, governments and utilities are investing more and more in projects that produce hydrogen power. Power generation using hydrogen is anticipated to continue growing, supporting a resilient and sustainable energy future as the global push for renewable and low-carbon energy sources increases.
The Asia-Pacific region had the largest market share for brown hydrogen. This region, especially nations like China, Australia, and Japan, has been heavily investing in carbon capture and storage (CCS) and brown hydrogen production technologies. Due to its large coal reserves and dedication to hydrogen as part of its energy transition strategy, China, in particular, was a significant player. Additionally, in order to diversify their energy sources and support their economies, Japan and Australia were also investing a sizable amount of money in brown hydrogen projects.
During the forecast period, the brown hydrogen market is expected to grow at the highest CAGR in the European region. Europe had outlined ambitious hydrogen strategies and had been actively pursuing hydrogen as a key component of its clean energy transition. Brown hydrogen projects were being funded in nations like Germany, the Netherlands, and the United Kingdom, frequently in conjunction with carbon capture and storage (CCS) technologies. Moreover, the need to de-carbonize heavy industry, including steel and chemicals, where brown hydrogen could play a key role, motivated these initiatives. High growth for brown hydrogen was anticipated in Europe due to the region's strong commitment to achieving carbon neutrality and the development of hydrogen infrastructure.
Some of the key players in Brown Hydrogen Market include: Shell Japan Limited , China Petrochemical Corporation., PetroChina Company Limited , Saudi Arabian Oil Co., Air Liquide S.A., J-Power Systems, Electric Power Development Co. Limited , Iwatani Corporation, Bloom Energy Corporation, Air Products Inc., Kawasaki Heavy Industries, Limited, Sinopec Limited and Sasol Limited.
In September 2023, ADNOC Gas plc has announced an agreement valued between US$450-550mn to supply LNG to PetroChina International Company Limited, a subsidiary of PetroChina Company Limited. This agreement follows several significant international LNG sales agreements, including those with Japan Petroleum Exploration Co., Ltd. (JAPEX), TotalEnergies Gas and Power, and India Oil Corporation (IOCL).
In June 2023, Japan Airlines (JAL) has signed a Memorandum of Understanding (MoU) with Shell Aviation, which will see JAL aircraft refuelled at Los Angeles International Airport (LAX) with sustainable aviation fuel (SAF) from 2025.The agreement supports JAL's ESG target of replacing 1% of its whole jet fuel amount with SAF in the 2025 fiscal year, set in its green transformation policy.
In June 2023, Air Liquide has signed a long-term Power Purchase Agreement (PPA) with the China Three Gorges Renewables and China Three Gorges Corporation Jiangsu Branch, subsidiaries of China Three Gorges, one of China's largest producers and retailers of renewable electricity, to purchase a total of 200 MW of renewable power per year in China. The renewable electricity will come from solar and wind farms located in the province of Jiangsu, which is the first province in China for Air Liquide in terms of electricity consumption.