市场调查报告书
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1489410
2030 年蓝氨市场预测:按製造流程、分销管道、技术、应用、最终用户和地区进行的全球分析Blue Ammonia Market Forecasts to 2030 - Global Analysis By Manufacturing Process, Distribution Channel, Technology, Application, End User and By Geography |
根据Stratistics MRC预测,2023年全球蓝氨市场规模将达137亿美元,预计2030年将达到234亿美元,预测期内复合年增长率为7.9%。
蓝氨是一种很有前途的永续能源载体,是利用风能和太阳能等可再生能源合成氨而得的。与排放大量温室气体的传统「灰」氨生产不同,蓝氨生产可捕获并储存碳排放,使其对环境友善。蓝氨具有广泛的潜在应用,包括作为发电、运输和工业过程的无污染燃料,有助于全球减缓气候变迁的努力,同时可持续地满足能源需求。
对低碳密集型化学品的需求不断增长
随着工业和消费者日益重视永续性,农业、运输和製造业等行业对低碳密集型化学品的需求不断增加,从而导致对利用技术生产的捕碳封存(CCS)的需求增加,并生产过程此排放。与石化燃料生产的传统氨相比,寻求减少碳足迹的行业可能更喜欢蓝氨,从而推动蓝氨製造商的市场扩张和成长。
生产成本高
如果生产成本较高,蓝氨製造商的利润率将会下降,从而在财务上难以维持业务并投资于进一步的研发,从而使潜在投资者难以为蓝氨计划提供资金或扩大现有生产设施。因此,蓝氨生产商可能会过度依赖政府补贴和激励措施来抵消高生产成本并维持市场竞争力。对补贴的依赖容易受到市场波动和政策变化的影响,从而扰乱业务营运和投资决策。
扩大在交通和发电领域的应用
蓝氨传统上用于化肥生产,但现在在运输和发电领域找到了新用途,使其最终用途市场多样化。随着工业界寻求柴油和煤炭等传统燃料的更清洁替代品,蓝氨的使用提供了一个有前途的解决方案,可以满足能源需求,同时减少碳排放。这种多元化减少了对特定行业的依赖,并提高了蓝氨市场对需求和市场状况波动的适应能力。
缺乏法规结构
在碳排放法规较弱的地区运作的行业可能会继续青睐传统的氨生产方法,而不是蓝氨,这需要对捕碳封存(CCS)技术进行额外投资。因此,如果没有监管框架来指导向低碳氨生产过渡,资源可能会配置效率低下,并继续依赖碳集中生产方法。这种低效率可能会减缓碳中和目标的进展,并阻碍缓解气候变迁的努力。
COVID-19 的影响
虽然供应链中断和工业活动减少最初影响了需求,但疫情后对建立有弹性和永续经济的关注重新燃起了人们对低碳替代能源的兴趣。支持绿色復苏措施以及增加对可再生能源和脱碳工作的投资的政府奖励策略增强了蓝氨市场。此外,疫情加速了向清洁能源来源的过渡,并促进了蓝氨的采用,作为减少交通和发电等各个部门碳排放的有前途的解决方案。
预计热化学製程领域在预测期内将是最大的
由于热化学过程通常会产生二氧化碳 (CO2) 作为产品,因此热化学过程产业预计将经历良好的成长。然而,在蓝氨生产中,CCS 技术捕获二氧化碳排放并防止它们释放到大气中。 CCS 捕获和储存热化学过程中排放的二氧化碳的有效性对于减少蓝氨的碳足迹并使其成为可行的低碳替代燃料至关重要。
预计发电业在预测期内复合年增长率最高。
由于越来越多地采用可再生能源发电,预计发电业在预测期内将以最高的复合年增长率成长,从而促进蓝氨市场的成长。随着世界各国政府和产业努力减少碳排放并转向清洁能源来源,对低碳燃料和蓝氨等化学品的需求预计将会增加。再生能源发电为扩大蓝氨产能提供了一条永续的途径。
亚太地区预计将在预测期内占据最大的市场占有率,因为该地区实施了促进市场开拓和采用蓝氨作为清洁能源载体的政策和奖励。这些努力包括碳定价机制、CCS计划补贴、以及氨相关技术的研究经费。因此,蓝氨可以在该地区直接用作氢气生产的原料或作为运输、工业和发电的燃料。
由于该地区的主要市场参与者正在积极致力于开拓蓝氨生产的各种基础设施,预计北美在预测期内将出现最高的复合年增长率。林德已成功获得一份永久合同,为 OCI 位于德克萨斯德克萨斯州博蒙特的大型蓝氨工厂供应环保氢气和各种工业气体。这个最先进的设施将无缝整合到林德在墨西哥湾沿岸地区广泛的工业气体基础设施中。
According to Stratistics MRC, the Global Blue Ammonia Market is accounted for $13.7 billion in 2023 and is expected to reach $23.4 billion by 2030 growing at a CAGR of 7.9% during the forecast period. Blue ammonia refers to a promising sustainable energy carrier, derived from the synthesis of ammonia using renewable energy sources like wind or solar power. Unlike traditional "gray" ammonia production, which emits significant greenhouse gases, blue ammonia production involves capturing and storing carbon emissions, making it environmentally friendly. Blue ammonia holds potential for various applications, including as a clean fuel for power generation, transportation, and industrial processes, contributing to global efforts to mitigate climate change while meeting energy demands sustainably.
Increasing demand for low-carbon intensive chemicals
As industries and consumers increasingly prioritize sustainability, there is a rising demand for low-carbon-intensive chemicals across various sectors such as agriculture, transportation, and manufacturing and is produced with carbon capture and storage (CCS) technologies, aligns with this demand and offers a viable solution for reducing carbon emissions in chemical production processes. Industries seeking to reduce their carbon footprint may favour Blue Ammonia over traditional ammonia produced from fossil fuels, driving market expansion and growth for Blue Ammonia producers.
High production cost
High production costs can lead to reduced profit margins for Blue Ammonia producers, making it financially challenging to sustain operations and invest in further research and development and may deter potential investors from funding Blue Ammonia projects or expanding existing production facilities. Thus Blue Ammonia producers may become overly reliant on government subsidies or incentives to offset high production costs and remain competitive in the market. Dependency on subsidies introduces market instability and vulnerability to policy changes, potentially disrupting business operations and investment decisions.
Growing use in transportation and power generation
Traditionally used in fertilizer production, Blue Ammonia finds new applications in transportation and power generation, diversifying its end-use markets. As industries seek cleaner alternatives to conventional fuels like diesel and coal, the use of Blue Ammonia offers a promising solution for reducing carbon emissions while meeting energy needs. This diversification reduces the reliance on specific industries and enhances the resilience of the Blue Ammonia market to fluctuations in demand or market conditions.
Lack of regulatory frameworks
Industries operating in regions with lax regulations on carbon emissions may continue to favor traditional ammonia production methods over Blue Ammonia, which requires additional investment in carbon capture and storage (CCS) technologies. Thus without regulatory frameworks guiding the transition to low-carbon ammonia production, resources may be allocated inefficiently, leading to continued reliance on carbon-intensive production methods. This inefficiency can delay progress towards carbon neutrality goals and hinder efforts to mitigate climate change.
Covid-19 Impact
While initial disruptions in supply chains and decreased industrial activity affected demand, the focus on building resilient and sustainable economies post-pandemic has led to renewed interest in low-carbon alternatives. Governments' stimulus packages supporting green recovery initiatives and increasing investments in renewable energy and decarbonization efforts have bolstered the Blue Ammonia market. Additionally, the pandemic has accelerated the transition towards cleaner energy sources, driving the adoption of Blue Ammonia as a promising solution for reducing carbon emissions in various sectors like transportation and power generation.
The thermochemical process segment is expected to be the largest during the forecast period
The thermochemical process segment is estimated to have a lucrative growth, as thermochemical processes often generate carbon dioxide (CO2) as a byproduct. However, in Blue Ammonia production, CCS technologies capture the CO2 emissions, preventing them from being released into the atmosphere. The effectiveness of CCS in capturing and storing CO2 emissions from thermochemical processes is crucial for reducing the carbon footprint of Blue Ammonia and making it a viable low-carbon alternative.
The power generation segment is expected to have the highest CAGR during the forecast period
The power generation segment is anticipated to witness the highest CAGR growth during the forecast period, owing to the increasing adoption of renewable energy for power generation contributes to the growth of the Blue Ammonia market. As governments and industries worldwide commit to reducing carbon emissions and transitioning to cleaner energy sources, the demand for low-carbon fuels and chemicals like Blue Ammonia is expected to rise. Power generation from renewables provides a sustainable pathway for expanding Blue Ammonia production capacity.
Asia Pacific is projected to hold the largest market share during the forecast period owing to the Asia Pacific region which are implementing policies and incentives to promote the development and adoption of blue ammonia as a clean energy carrier. These initiatives include carbon pricing mechanisms, subsidies for CCS projects, and research funding for ammonia-related technologies. Thus blue ammonia can be used as a feedstock for hydrogen production or directly as a fuel in transportation, industry, and power generation in this region.
North America is projected to have the highest CAGR over the forecast period, owing to the proactive efforts of key market players within this region who are actively engaged in the development of various infrastructures for blue ammonia production. Linde successfully entered into a lasting contract to provide environmentally friendly hydrogen and various industrial gases to OCI's expansive blue ammonia plant situated in Beaumont, Texas. This state-of-the-art facility will be seamlessly integrated into Linde's extensive industrial gas infrastructure within the Gulf Coast region.
Key players in the market
Some of the key players in the Blue Ammonia Market include ADNOC Group, Air Liquide S.A., Air Products and Chemicals, Inc, Ammonia Casale S.A., CF Industries Holdings, Inc., ExxonMobil Corporation, Haldor Topsoe A/S, Linde ple, MA'ADEN Ma'aden, Mitsubishi Heavy Industries, Ltd, OCI, Qatar Fertiliser Company, Saudi Arabian Oil Company Saudi Aramco, Shell plc, Siemens Energy AG, TechnipFMC ple, thyssenkrupp AG, Uniper SE and Yara International ASA
In April 2024, Air Liquide strengthens its Home Healthcare activity with an acquisition in Belgium and the Netherlands. With a turnover of more than €10 million in 2023, they are supported by around fifty employees who have joined the Air Liquide Group.
In April 2024, Air Products Announces Plans to Build Network of Commercial-Scale Multi-Modal Hydrogen Refueling Stations Connecting Edmonton and Calgary, Alberta, Canada. This hydrogen infrastructure will help Western Canada reach a goal of 5,000 hydrogen or dual fuel vehicles on the road in five years
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.