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市场调查报告书
商品编码
1423749
2030年蒸汽甲烷改性氢气市场预测:按产能、技术、应用和地区分類的全球分析Steam Methane Reforming Hydrogen Generation Market Forecasts to 2030 - Global Analysis By Capacity (Large-Scale SMR Systems, Small-Scale SMR Systems and Other Capacities), Technology, Application and By Geography |
根据Stratistics MRC的数据,2023年全球蒸汽甲烷改性氢气市场规模为1,438亿美元,预计在预测期内将以8.1%的复合年增长率成长,到2030年达到2,480亿美元。
蒸汽甲烷改性製氢市场是指专注于透过蒸汽甲烷改性(SMR)製程生产氢气的产业。此方法涉及甲烷与水蒸气在高温下反应产生氢气、一氧化碳和二氧化碳。 SMR技术广泛应用于以天然气为原料的大规模氢气生产。
根据IEA 2019的数据,日本和中国是最大的液化天然气进口国,氢能发展潜力最大。
对氢的需求不断增长
由于氢在向低碳经济转型中发挥关键作用,交通、製造和能源产业越来越依赖SMR技术进行大规模氢生产。需求激增是由氢作为清洁能源载体的多功能性及其在不同领域的应用所推动的。随着国家和产业努力实现排放目标并遵守环境法规,氢气的重要性持续成长,SMR 的效率和扩充性使其成为氢气生产的首选方法。
初始资本成本高
建立大规模的SMR基础设施需要大量的初始投资,用于改性和相关设备的建设以及现有设备的改造。这种初始资本投资的财务负担,特别是与替代氢气生产技术相比,可能会阻碍力潜在投资者和产业相关人员。随着全球工业和政府寻求向清洁能源来源转型,SMR计划所需的高额初始资本支出阻碍了其经济可行性并减缓了市场成长。它可能会减慢您的速度。
技术进步
SMR技术的不断创新和改进对于提高氢气生产过程的效率、可靠性和环保性能发挥关键作用。先进的催化剂开发、製程优化和新颖的工程解决方案等创新正在帮助 SMR 更具成本效益和环境永续。此外,随着产业的发展,持续的研发工作将带来突破性进展,不仅优化现有的SMR工艺,也为将再生能源来源整合到氢气生产中铺平道路,满足更清洁、更永续能源的更广泛目标环境。
能源集中和效率问题
SMR製程在高温下运行,需要大量的能量输入,与替代氢气生产方法相比,引发了人们对其整体效率的担忧。中小型反应器的能源集中性质不仅增加了营业成本,而且与对能源效率和永续实践的日益重视相衝突。随着该行业努力最大限度地减少碳排放,SMR 将天然气转化为氢气的效率相对较低是一个限制因素,这使得 SMR 在不断发展的清洁能源技术形势具有吸引力,可能会产生影响。
全球景气衰退导致工业活动减少,影响了製造业和运输等各部门的氢气需求。供应链中断、劳动力短缺和旅行限制也影响了新 SMR 设施的建设和试运行,导致计划延误。然而,能源市场的不确定性和产业资本支出的减少限制了对大规模氢气生产计划的投资,包括利用SMR技术的项目。
大型SMR系统领域预计将在预测期内成为最大的领域
大型 SMR 系统领域预计将成为预测期内最大的领域。大型SMR系统展示了生产大量氢气的能力,满足工业流程、精製和燃料电池等新兴应用的多样化需求。利用现有天然气基础设施的能力为工业向清洁能源来源转型提供了一条具有成本效益的途径。此外,氢在世界向永续和可再生能源解决方案转变中发挥的核心作用,支持氢经济国家的发展,也推动了该领域的繁荣。
先进的 SMR 产业预计在预测期内复合年增长率最高。
由于该行业认识到需要提高效率、减少碳排放和提高氢气生产的永续性,预计先进的 SMR 行业在预测期内将出现最高的复合年增长率。先进的 SMR 系统通常包括触媒技术、製程优化以及与捕碳封存(CCS) 解决方案整合方面的创新。此外,这些进步不仅有助于减少氢气生产的环境足迹,而且与全球转向清洁能源来源的运动保持一致。
在整个预测期内,亚太地区占据最大的市场份额。该地区的快速工业化和对清洁能源解决方案日益增长的兴趣正在推动各行业的氢气需求。中国、日本和韩国等国家在采用大规模 SMR 系统方面处于领先地位,以实现雄心勃勃的氢气生产目标。此外,亚太地区在全球供应链中的策略定位及其对新兴经济体的承诺将推动 SMR 製程的创新和技术进步,使其成为塑造全球氢能形势轨蹟的关键参与者。
预计亚太地区在预测期内将实现盈利成长。包括中国、日本和韩国在内的该地区多个国家专注于永续和减少碳排放,对氢气生产实施了严格的法规和雄心勃勃的目标。支持性政策、财政奖励和补贴正在鼓励业界投资SMR技术以进行大规模氢气生产。此外,各国政府正在认识到氢在向清洁能源转型中的作用,并积极推动氢经济的发展。
According to Stratistics MRC, the Global Steam Methane Reforming Hydrogen Generation Market is accounted for $143.8 billion in 2023 and is expected to reach $248.0 billion by 2030 growing at a CAGR of 8.1% during the forecast period. The Steam Methane Reforming Hydrogen Generation Market refers to the industry focused on the production of hydrogen through the steam methane reforming (SMR) process. This method involves the reaction of methane with steam at high temperatures to produce hydrogen, carbon monoxide, and carbon dioxide. SMR technology is widely employed for large-scale hydrogen production, utilizing natural gas as a feedstock.
According to IEA 2019, Japan and China are the largest LNG importers with the highest potential for hydrogen development.
Growing demand for hydrogen
With hydrogen emerging as a key player in the transition towards a low-carbon economy, industries spanning transportation, manufacturing, and energy are increasingly relying on SMR technology for large-scale hydrogen production. The surge in demand is fueled by hydrogen's versatility as a clean energy carrier and its application in diverse sectors. As nations and industries strive to meet emission reduction targets and comply with environmental regulations, the importance of hydrogen continues to grow, positioning SMR as a preferred method for its production due to its efficiency and scalability.
High initial capital costs
Establishing large-scale SMR infrastructure involves substantial upfront expenditures for constructing reformers, related equipment, and adapting existing facilities. The financial burden of these initial capital investments can be a deterrent for potential investors and industry players, particularly in comparison to alternative hydrogen production technologies. As industries and governments globally seek to transition towards cleaner energy sources, the significant initial capital outlay required for SMR projects may hinder their economic viability, slowing down the market's growth.
Technological advancements
Continuous innovation and improvements in SMR technology play a crucial role in enhancing the efficiency, reliability, and environmental performance of hydrogen production processes. Innovations such as advanced catalyst developments, process optimization, and novel engineering solutions contribute to making SMR more cost-effective and environmentally sustainable. Moreover, as the industry evolves, ongoing research and development efforts lead to breakthroughs that not only optimize existing SMR processes but also pave the way for the integration of renewable energy sources into hydrogen production, aligning with the broader goals of a cleaner and more sustainable energy landscape.
Energy intensity and efficiency concerns
The SMR process, operating at high temperatures and requiring substantial energy inputs, raises apprehensions about overall efficiency compared to alternative hydrogen production methods. The energy-intensive nature of SMR not only contributes to operational costs but also conflicts with the increasing emphasis on energy efficiency and sustainable practices. As industries strive to minimize their carbon footprint, the relatively lower efficiency of SMR in converting natural gas to hydrogen becomes a limiting factor, potentially affecting its attractiveness in the evolving landscape of clean energy technologies.
The global economic downturn led to a contraction in industrial activities, impacting the demand for hydrogen across various sectors such as manufacturing and transportation. Disruptions in the supply chain, labor shortages, and restricted mobility also affected the construction and commissioning of new SMR facilities, leading to project delays. However, the uncertainty surrounding energy markets and reduced capital expenditures by industries constrained investments in large-scale hydrogen production projects, including those utilizing SMR technology.
The Large-Scale SMR Systems segment is expected to be the largest during the forecast period
Large-Scale SMR Systems segment is expected to be the largest during the forecast period. Large-scale SMR systems exhibit the capability to produce substantial quantities of hydrogen, catering to the diverse needs of industrial processes, refining, and emerging applications like fuel cells. Their ability to leverage existing natural gas infrastructure provides a cost-effective pathway for industries transitioning towards cleaner energy sources. Furthermore, the segment's boom is further fueled by its role in supporting the development of a hydrogen economy, wherein hydrogen plays a central role in the global shift towards sustainable and renewable energy solutions.
The Advanced SMR segment is expected to have the highest CAGR during the forecast period
Advanced SMR segment is expected to have the highest CAGR during the forecast period as industries recognize the need for enhanced efficiency, reduced carbon emissions, and improved sustainability in hydrogen production. Advanced SMR systems often involve innovations in catalyst technologies, process optimization, and integration with carbon capture and storage (CCS) solutions. Moreover, these advancements not only contribute to lowering the environmental footprint of hydrogen production but also align with the global push for cleaner energy sources.
Asia Pacific region dominated the largest share of the market throughout the projected period. Rapid industrialization, coupled with the region's increasing focus on clean energy solutions, is fueling the demand for hydrogen across diverse sectors. Countries like China, Japan, and South Korea are spearheading the adoption of large-scale SMR systems to meet their ambitious hydrogen production goals. Additionally, the Asia Pacific's strategic positioning in the global supply chain and its commitment to developing a hydrogen economy are driving innovation and technological advancements in SMR processes, making it a pivotal player in shaping the trajectory of the global hydrogen landscape.
Asia Pacific region is estimated to witness profitable growth over the extrapolated period. With a focus on sustainable development and reducing carbon emissions, several countries in the region, including China, Japan, and South Korea, have implemented stringent regulations and ambitious targets for hydrogen production. Supportive policies, financial incentives, and subsidies are encouraging industries to invest in SMR technology for large-scale hydrogen production. Furthermore, governments are actively promoting the development of a hydrogen economy, recognizing its role in the transition to cleaner energy.
Key players in the market
Some of the key players in Steam Methane Reforming Hydrogen Generation market include Air Liquide, Air Products & Chemicals, Inc, Ally Hi-Tech Co., Ltd, Ballard Power Systems Inc, Doosan Corporation, Hydrogenics Corporation, Iwatani Corporation, Linde plc, Mahler AGS GmbH, McDermott International, Inc, Mitsubishi Heavy Industries, Ltd, Chevron Corporation, Plug Power Inc, Siemens Energy AG and Taiyyon Nippon Sanso Corporation.
In September 2022, Raven SR completed its successful trial for the Steam reformer producing hydrogen rich syngas from methane. Its non-combustion and catalyst free design will exceed the typical performance of the SMR process. The technology is set to come into operation by the first half of 2023.
In June 2022, Air Liquide and Siemens Energy created a joint venture dedicated to the production of industrial-scale renewable hydrogen electrolyzers. Air Liquide is one of the leading industries in the hydrogen market, offering several hydrogen production services and SMR technologies.
In April 2022, Wood unveiled its new SMR technology with the capability to achieve 95% of CO2 emissions reduction when compared to the tradition SMR unit. It is applicable to both brownfield and greenfield projects, thereby reducing the overall costs of the process for the operators.