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市场调查报告书
商品编码
1438175
到 2030 年氢市场预测:按类型、储存、运输、应用和地区进行全球分析Hydrogen Market Forecasts to 2030 - Global Analysis By Type (Green Hydrogen, Gray Hydrogen, Blue Hydrogen, Brown Hydrogen and Other Types), Storage, Transportation, Application and By Geography |
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根据Stratistics MRC的数据,2023年全球氢能市场规模为2,427亿美元,预计2030年将达到4,669亿美元,预测期内复合年增长率为9.8%。氢是宇宙中最简单、最丰富的元素。它是一种无色、无味、高度易燃气体。在原子形式下,氢由一个质子和一个电子组成。它富含水分子(H2O)和各种有机化合物。由于其作为能源载体的多功能性及其在燃料电池和清洁能源应用中的潜在用途,氢在从燃料生产到化学和能源领域的各种行业中发挥着重要作用。
据新能源和可再生能源部称,国家氢能使命有潜力到2030年将绿氢占氢能需求总量的份额提高到46%,预计2025年至2030年市场占有率将进一步增加。
工业脱碳
工业脱碳正在加速氢气这一清洁能源的转变。由于氢的零排放潜力,运输、製造和能源等产业正在拥抱氢。随着生产、储存和基础设施投资的增加,市场正在迅速扩大。氢作为燃料和能源载体的多功能性是各产业脱碳、推动创新和加速世界永续能源转型的关键因素。
与其他技术的竞争
由于其成熟度和扩充性,市场面临来自能源储存领域电池等现有技术的激烈竞争。此外,太阳能和风能等替代清洁能源来源的进步正在为可再生能源领域带来竞争。基础设施和成本效益挑战也将影响氢与这些技术的竞争,需要持续创新和投资才能在市场上占有一席之地。
可再生能源併网
可再生能源的整合对于塑造氢市场至关重要。使用风能、太阳能和其他可再生电力源为电解槽,使氢气生产更加清洁、更永续。以这种方式生产的绿氢为石化燃料提供了环保的替代品。这种整合将推动市场成长,推动氢技术的进步,减少碳排放,并促进更永续的能源环境。
製造成本
氢市场的生产成本会根据所使用的方法而有所不同。高温电解和光电化学製程等先进方法有可能在未来降低成本。成本受到能源价格、技术进步和生产规模的影响,进而影响氢气作为能源载体的竞争。这是限制市场成长的因素。
由于供应链中断和投资减少,COVID-19 大流行最初减缓了氢市场的成长。但从那时起,人们对绿色復苏的兴趣增加,氢在清洁能源解决方案中的作用也有所增强。各国政府在其经济奖励策略中强调氢基础设施,鼓励对绿氢生产技术的创新和投资。总体而言,儘管出现了短期挫折,但疫情起到了催化剂的作用,增加了人们对氢作为永续能源转型关键参与者的兴趣。
绿色氢能产业预计将在预测期内成为最大的产业
预计绿氢产业将在预测期内成为最大的产业。透过电解风能和太阳能等可再生能源获得的绿氢正在彻底改变市场。它是一种不排放碳的环保生产方法,使其成为依赖石化燃料的传统氢气生产方法的永续替代方案。在全球关注脱碳和可再生能源的背景下,绿氢正在透过提供清洁能源解决方案、减少碳排放、打造更永续的未来来再形成产业,我们正在为此做好准备。
预计能源产业在预测期内复合年增长率最高
预计能源产业在预测期内的复合年增长率最高。随着人们对脱碳的日益关注,氢在交通、发电和製造等行业的多功能性正在刺激需求。对氢基础设施的投资、电解和燃料电池的技术进步以及政府的支持政策正在推动市场成长。政府支持、创新计划和产业合作伙伴关係正在创造一个充满活力的格局,使氢成为世界向永续能源转变的关键参与者。
预计北美在预测期内将占据最大的市场占有率。政府措施和私营部门合作正在推动氢基础设施的发展,特别是在交通和产业部门。电解和再生能源来源的进步正在促进该地区氢经济的扩张。市场参与者正在积极努力扩大生产规模并加强分销网络,以满足永续替代能源不断增长的需求。
预计亚太地区在预测期内复合年增长率最高。主要驱动因素包括政府加速氢能采用的努力、增加对可再生能源的投资以及氢交通的兴起。产业相关人员之间的合作和技术进步进一步支持市场扩张,使该地区成为氢创新和普及的关键中心。
According to Stratistics MRC, the Global Hydrogen Market is accounted for $242.7 billion in 2023 and is expected to reach $466.9 billion by 2030 growing at a CAGR of 9.8% during the forecast period. Hydrogen is the simplest and most abundant element in the universe. It's a colorless, odorless, and highly flammable gas. In its atomic form, hydrogen consists of a single proton and a single electron. It's commonly found in water molecules (H2O) and various organic compounds. Hydrogen plays a significant role in various industries, from fuel production to the chemical and energy sectors due to its versatility as an energy carrier and its potential for use in fuel cells and clean energy applications.
According to the Ministry of New and Renewable Energy, the national hydrogen mission could potentially increase green hydrogen's share in this total hydrogen demand to 46% by 2030, which is further anticipated to enhance the market share during 2025-2030.
Decarbonization in industries
Decarbonization in industries is accelerating the shift towards hydrogen as a clean energy source. Industries like transportation, manufacturing, and energy are adopting hydrogen due to its zero-emission potential. The market is expanding rapidly, with increased investments in production, storage, and infrastructure. Its versatility as a fuel and energy carrier positions hydrogen as a pivotal element in decarbonizing various sectors, driving innovation and fostering a sustainable energy transition worldwide.
Competition with other technologies
The market faces stiff competition from established technologies like batteries in the energy storage sector due to their maturity and scalability. Additionally, the advancement of alternative clean energy sources, such as solar and wind power, poses competition in the realm of renewable energy. Challenges in infrastructure development and cost-effectiveness also affect hydrogen's competitiveness against these technologies, demanding continual innovation and investment to carve its niche in the market.
Renewable energy integration
Renewable energy integration is pivotal in shaping the hydrogen market. Utilizing wind, solar, and other renewable sources to power electrolyzers, hydrogen production becomes cleaner and sustainable. Green hydrogen, generated through these means, offers an eco-friendly alternative to fossil fuels. This integration fosters market growth, driving advancements in hydrogen technologies, reducing carbon footprints, and promoting a more sustainable energy landscape.
Production costs
The production costs in the hydrogen market vary depending on the method used. Advanced methods like high-temperature electrolysis or photoelectrochemical processes may offer potential cost reductions in the future. Costs are influenced by energy prices, technology advancements, and scale of production, impacting the competitiveness of hydrogen as an energy carrier. This is the factor restraining the growth of the market.
The COVID-19 pandemic initially slowed the hydrogen market's growth due to disrupted supply chains and decreased investments. However, it later spurred interest in green recovery, elevating hydrogen's role in clean energy solutions. Governments emphasized hydrogen infrastructure in stimulus plans, fostering innovation and investment in green hydrogen production technologies. Overall, the pandemic acted as a catalyst, redirecting attention to hydrogen as a pivotal player in sustainable energy transitions despite short-term setbacks.
The green hydrogen segment is expected to be the largest during the forecast period
The green hydrogen segment is expected to be the largest during the forecast period. Green hydrogen, derived from renewable sources like wind or solar power through electrolysis, is revolutionizing the market. Its eco-friendly production method, emitting no carbon, makes it a sustainable alternative to traditional hydrogen production methods reliant on fossil fuels. With increasing global focus on decarbonization and renewable energy, green hydrogen is gaining traction, poised to reshape industries by offering a clean energy solution, reducing carbon footprints, and fostering a more sustainable future.
The energy segment is expected to have the highest CAGR during the forecast period
The energy segment is expected to have the highest CAGR during the forecast period. With increasing focus on decarbonization, hydrogen's versatility across industries like transportation, power generation, and manufacturing is accelerating its demand. Investments in hydrogen infrastructure, technological advancements in electrolysis and fuel cells, alongside supportive government policies, are fostering market growth. Government support, innovative projects, and partnerships between industries are shaping a dynamic landscape, positioning hydrogen as a key player in the global shift toward sustainable energy.
North America is projected to hold the largest market share during the forecast period. Government initiatives and private sector collaborations have fuelled the development of hydrogen infrastructure, especially in transportation and industrial sectors. Advancements in electrolysis and renewable energy sources contribute to the region's expanding hydrogen economy. Market players are actively engaged in scaling up production and enhancing distribution networks to meet the rising demand for sustainable energy alternatives.
Asia Pacific is projected to hold the highest CAGR over the forecast period. Key factors include government initiatives promoting hydrogen adoption, expanding investments in renewable energy, and the rise of hydrogen-based transportation. Collaborations between industry players and advancements in technology further propel market expansion, positioning the region as a pivotal hub for hydrogen innovation and deployment.
Key players in the market
Some of the key players in Hydrogen market include Ballard Power Systems, Mahler AGS GmbH, Teledyne Technologies Incorporated, Linde plc., Air Liquide, Air Products & Chemicals Inc, Cummins Inc, Iwatani Corporation, Messer Group GmbH, Plug Power Inc, Siemens Energy, Nel ASA, ITM Power PLC, and Green Hydrogen Systems.
In July 2023, Air Products & Chemicals, Inc. announced that it has been chosen as the hydrogen and technology provider for Alberta's first hydrogen fuel cell passenger vehicle fleet by Edmonton International Airport. Air Products will deploy a mobile hydrogen refueler at the airport to deliver hydrogen for the Toyota Mirai hydrogen fuel cell vehicle fleet.
In July 2023, Air Liquide and KBR collaborated to provide fully integrated low-carbon ammonia solutions based on Autothermal Reforming (ATR) technology. Air Liquide is a global leader in ATR technology, which is one of the best options for large-scale production of low-carbon hydrogen (H2), which is then mixed with nitrogen (N2) to make low-carbon ammonia (NH3).
In April 2023, Linde plc has signed a long-term arrangement with Evonik, a well-known specialty chemicals firm, to supply green hydrogen. Linde will build, own, and operate a nine-megawatt alkaline electrolyzer facility on Jurong Island in Singapore under this arrangement. This plant's major output will be green hydrogen, which Evonik wants to employ in the synthesis of methionine, an essential element in animal feed.