封面
市场调查报告书
商品编码
1725199

2030 年粉红氢市场预测:按类型、纯度、製程、技术和地区进行的全球分析

Pink Hydrogen Market Forecasts to 2030 - Global Analysis By Type (Liquid and Gas), Purity Level, Process, Technology and By Geography

出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据 Stratistics MRC 的数据,全球粉红氢市场预计在 2025 年达到 39 亿美元,到 2032 年将达到 101 亿美元,预测期内的复合年增长率为 17.5%。

与使用可再生能源的绿色氢能不同,粉红氢能依靠核能将水分解为氢和氧。核能被认为是一种低碳替代能源,因为它不会直接排放温室气体。此方法可以稳定且有效率地供应氢气,有助于实现更清洁的能源转型。随着各国探索各种氢气生产方法以支持永续和可靠的能源系统,粉红氢气正在引起人们的注意。

根据 Lazard 的计算,这些补贴可以将粉红氢的平准化成本 (LCOH) 降低至每公斤 0.5 欧元左右,这可能使其比绿氢更便宜,后者在没有补贴的情况下每公斤的成本在 3.20 欧元至 7 欧元之间。

高温电解技术创新

高温电解技术,特别是固体氧化物电解(SOEC)的进步,显着提高了粉红氢气生产的能源效率。这些系统利用核能发电厂的废热,降低电力消耗和营业成本。温度控管和电极材料的改进有助于延长使用寿命并提高性能。政府资金正在支持那些寻求脱碳的国家的先导计画。这些因素共同作用,使得高温电解成为市场扩张的关键驱动力。

开发週期长

由于技术复杂性和严格的监管审查,粉红氢计划通常面临漫长的开发週期。与核能基础设施的整合需要严格的安全性和可行性评估。许可、环境影响分析和相关人员的参与加剧了延误。规划、授权和建设所需的时间可能会阻碍私营部门的投资。氢价和核能政策的不确定性将加剧延误。这些漫长的时间线阻碍了粉红氢气对全球氢气供应的贡献速度。

核能的可靠性

核能的高容量係数为氢气生产提供了稳定、一致的电源,使其比间歇性可再生具有战略优势。随着老化核子反应炉的现代化或再利用,生产粉红氢的新途径将会出现。将氢能融入现有核能电网将提高整体能源效率。一些地区正在探索专用于氢气生产的小型模组化反应器(SMR)。对低碳能源多样化的优惠政策奖励将进一步释放该领域的机会。

反核情绪与邻避主义

舆论反弹核能,这对粉红氢发展的声誉造成了严重损害。 NIMBY(不要在我家后院)态度可能会因当地的抵抗而减缓或阻碍基础设施计划。环保人士有时也会以长期废弃物管理问题为由,反对核能和氢能的融合。这些情绪会影响政策制定并减少对资金筹措和核准的支持。负面媒体报道会损害公众信任和投资者信心。

COVID-19的影响:

疫情扰乱了供应链,并推迟了核能和氢能基础设施的建设。由于紧急公共卫生问题而重新分配预算,暂时推迟了对绿色氢能计画的资助。这场危机也凸显了能源弹性的必要性,并促使各国政府探索核能和氢能之间的协同效应。在封锁期间,远端监控技术变得重要并提高了计划管理的效率。总体而言,儘管短期内出现挫折,但长期驱动力正在增强。

碱性电解领域预计将成为预测期内最大的领域

由于技术成熟度和相对较低的资本成本,碱性电解领域预计将在预测期内占据最大的市场占有率。此方法广泛应用于现有的氢气生产装置,确保了可靠性和成本效益。碱性系统易于与核能发电等高高功率能源来源整合和扩大规模。与 PEM 和 SOEC 系统相比,它不需要先进的催化剂。这种高水准的可近性支持了它在整个行业中的传播。电池材料和系统设计的不断改进提高了性能和耐用性。

预计液体饮料市场在预测期内将以最高复合年增长率成长

由于高效储存和远距运输的潜力,液体部分预计在预测期内将出现最高的成长率。液化可以使氢以更高的密度储存,这对于航太、海洋和国际贸易等应用至关重要。低温系统和容器设计的创新正在解决成本和能耗的历史性挑战。政府和私人公司正在投资液化工厂和配送基础设施。新兴的氢能走廊和出口市场正在进一步加速需求。

比最大的地区

在预测期内,由于政府大力支持清洁氢能倡议和先进的核能计划,预计亚太地区将占据最大的市场占有率。作为其净零目标的一部分,日本和韩国等国家正在积极投资氢供应链。中国也正在探索核能和氢能的整合,以实现重工业脱碳。现有的核能发电能力和新核子反应炉的发展使该地区成为主要参与者。公用事业公司、能源公司和技术开发商之间的合作正在推动市场成熟。

复合年增长率最高的地区:

在预测期内,北美预计将呈现最高的复合年增长率,这得益于不断扩大的核能基础设施和积极的脱碳目标。美国能源局的氢能计画和小型模组化反应器的部署正在推动创新。加拿大致力于出口清洁氢气,发展势头强劲。该地区的倡议旨在建立一个核能和电解技术于一体的氢能中心。支持性立法和官民合作关係正在加速计画的进展。这些发展为粉红氢业务的扩张创造了强劲的环境。

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目录

第一章执行摘要

第二章 前言

  • 概述
  • 相关利益者
  • 研究范围
  • 调查方法
    • 资料探勘
    • 数据分析
    • 数据检验
    • 研究途径
  • 研究材料
    • 主要研究资料
    • 次级研究资讯来源
    • 先决条件

第三章市场走势分析

  • 驱动程式
  • 限制因素
  • 机会
  • 威胁
  • 技术分析
  • 应用分析
  • 新兴市场
  • COVID-19的影响

第四章 波特五力分析

  • 供应商的议价能力
  • 买家的议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争对手之间的竞争

5. 全球粉红氢市场类型

  • 液体
  • 气体

6. 全球粉红氢市场(依纯度)

  • 高纯度
  • 标准纯度

7. 全球粉红氢市场(按工艺)

  • PEM电解(聚合物电解质膜)
  • 碱性电解
  • 固体氧化物电解

8. 全球粉红氢市场(按技术)

  • 电解
  • 蒸气甲烷重整
  • 热化学水分解
  • 其他技术

第九章全球粉红氢市场(按应用)

  • 运输
  • 化学品
  • 石化
  • 国内的
  • 其他用途

第十章全球粉红氢市场(按地区)

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲地区

第十一章 重大进展

  • 协议、伙伴关係、合作和合资企业
  • 收购与合併
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十二章 公司概况

  • Siemens Energy
  • Air Products and Chemicals
  • OKG Aktiebolag
  • Linde Plc
  • Exelon Corporation
  • Air Liquid
  • Nel ASA
  • Hydrogen Systems
  • Iberdrola SA
  • SGH2Energy
  • Sumitomo Corporation
  • Toshiba Corporation
  • SK Group
  • Hyundai Heavy Industries
  • Sembcorp Industries
Product Code: SMRC29345

According to Stratistics MRC, the Global Pink Hydrogen Market is accounted for $3.9 billion in 2025 and is expected to reach $10.1 billion by 2032 growing at a CAGR of 17.5% during the forecast period.Pink hydrogen refers to hydrogen produced using nuclear energy through electrolysis. Unlike green hydrogen, which uses renewable energy, pink hydrogen relies on nuclear power to split water into hydrogen and oxygen. It is considered a low-carbon alternative, as nuclear energy does not produce direct greenhouse gas emissions. This method offers a stable and efficient hydrogen supply, contributing to cleaner energy transitions. Pink hydrogen is gaining attention as countries explore diverse hydrogen production methods to support sustainable and reliable energy systems.

According to Lazard's estimates, these subsidies could reduce the levelized cost of hydrogen (LCOH) for pink hydrogen to about 0.5 euros per kilogram, making it cheaper than green hydrogen, which can cost between 3.20 and 7 euros per kilogram without subsidies.

Market Dynamics:

Driver:

Innovations in high-temperature electrolysis

Technological advancements in high-temperature electrolysis, especially Solid Oxide Electrolysis Cells (SOECs), are significantly enhancing energy efficiency in pink hydrogen production. These systems utilize waste heat from nuclear plants, reducing electricity consumption and operational costs. Improved thermal management and electrode materials contribute to longer lifespans and better performance. Government funding is supporting pilot projects in countries pursuing decarbonization goals. These factors collectively position high-temperature electrolysis as a pivotal driver in market expansion.

Restraint:

Long development timelines

Pink hydrogen projects often face extended development cycles due to technical complexity and stringent regulatory scrutiny. Integration with nuclear infrastructure demands rigorous safety and feasibility assessments. Licensing, environmental impact analysis, and stakeholder engagement add to delays. The time required for planning, permitting, and construction can deter private sector investment. Uncertainties around hydrogen pricing and nuclear policy further compound delays. These long timelines hinder the pace at which pink hydrogen can contribute to global hydrogen supply.

Opportunity:

Nuclear energy reliability

The high-capacity factor of nuclear energy provides a stable and consistent power source for hydrogen generation, offering a strategic advantage over intermittent renewables. As aging nuclear reactors are modernized or repurposed, they create new pathways for pink hydrogen production. The integration of hydrogen generation into existing nuclear grids enhances overall energy efficiency. Some regions are exploring small modular reactors (SMRs) dedicated to hydrogen production. Favorable policy incentives for low-carbon energy diversification further unlock opportunities in this space.

Threat:

Anti-nuclear sentiment and NIMBYism

Public opposition to nuclear energy, fueled by safety concerns and past incidents, poses a serious reputational threat to pink hydrogen development. NIMBY (Not In My Backyard) attitudes can delay or block infrastructure projects due to local resistance. Environmental activists may also lobby against nuclear-hydrogen integration, citing long-term waste management issues. These sentiments influence policymaking, potentially reducing support for funding and approvals. Negative media coverage can erode public trust and investor confidence.

Covid-19 Impact:

The pandemic disrupted supply chains and delayed construction of both nuclear and hydrogen-related infrastructure. Budget reallocations toward immediate public health concerns temporarily slowed funding for green hydrogen initiatives. The crisis also underscored the need for energy resilience, prompting governments to explore nuclear-hydrogen synergies. Remote monitoring technologies gained importance during lockdowns, enhancing project management efficiency. Overall, while short-term setbacks were observed, long-term growth drivers have gained strength.

The alkaline electrolysis segment is expected to be the largest during the forecast period

The alkaline electrolysis segment is expected to account for the largest market share during the forecast period due to its technological maturity and relatively lower capital costs. This method is widely used in established hydrogen production setups, ensuring reliability and cost-efficiency. Alkaline systems are easier to scale and integrate with high-output energy sources like nuclear power. They require less sophisticated catalysts compared to PEM or SOEC systems. This accessibility supports wider adoption across industries. Continued improvements in cell materials and system designs are enhancing performance and durability.

The liquid segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the liquid segment is predicted to witness the highest growth rate due to its potential for efficient storage and long-distance transport. Liquefaction allows hydrogen to be stored in higher densities, which is crucial for applications in aerospace, marine, and international trade. Innovations in cryogenic systems and container design are addressing historical cost and energy consumption challenges. Governments and private entities are investing in liquefaction plants and distribution infrastructure. Emerging hydrogen corridors and export markets are further accelerating demand.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share driven by strong government support for clean hydrogen initiatives and advanced nuclear programs. Countries like Japan and South Korea are actively investing in hydrogen supply chains as part of net-zero targets. China is also exploring nuclear-hydrogen integration to decarbonize heavy industries. Existing nuclear capacity, along with new reactor development, positions the region as a major player. Collaborations between utilities, energy companies, and technology developers enhance market maturity.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR underpinned by expanding nuclear infrastructure and aggressive decarbonization goals. The U.S. Department of Energy's hydrogen programs and SMR deployments are driving innovation. Canada's focus on clean hydrogen exports adds further momentum. Regional initiatives aim to establish hydrogen hubs integrating nuclear and electrolysis technologies. Supportive legislation and public-private partnerships are accelerating project pipelines. These developments collectively create a robust environment for pink hydrogen expansion.

Key players in the market

Some of the key players in Pink Hydrogen Market include Siemens Energy, Air Products and Chemicals, OKG Aktiebolag, Linde Plc, Exelon Corporation, Air Liquide, Nel ASA, Hydrogen Systems, Iberdrola SA, SGH2Energy, Sumitomo Corporation, Toshiba Corporation, SK Group, Hyundai Heavy Industries, and Sembcorp Industries.

Key Developments:

In March 2025, Siemens Energy introduced the H2Pink Electrolyzer System, a nuclear-powered electrolysis unit for pink hydrogen production, optimized for integration with small modular reactors, delivering 20% higher efficiency.

In March 2025, Linde Plc announced the Linde PinkPure System, a nuclear-driven hydrogen purification platform for pink hydrogen, ensuring 99.999% purity for fuel cell applications with real-time quality monitoring.

In February 2025, Air Products and Chemicals launched the PinkH2 Industrial Generator, a scalable pink hydrogen production system for chemical manufacturing, using nuclear energy to achieve carbon-neutral hydrogen output.

Types Covered:

  • Liquid
  • Gas

Purity Levels Covered:

  • High Purity
  • Standard Purity

Processes Covered:

  • PEM Electrolysis (Polymer Electrolyte Membrane)
  • Alkaline Electrolysis
  • Solid Oxide Electrolysis

Technologies Covered:

  • Electrolysis
  • Steam Methane Reforming
  • Thermochemical Water Splitting
  • Other Technologies

Applications Covered:

  • Transportation
  • Chemical
  • Petrochemical
  • Steel
  • Domestic
  • Other Applications

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Technology Analysis
  • 3.7 Application Analysis
  • 3.8 Emerging Markets
  • 3.9 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Pink Hydrogen Market, By Type

  • 5.1 Introduction
  • 5.2 Liquid
  • 5.3 Gas

6 Global Pink Hydrogen Market, By Purity Level

  • 6.1 Introduction
  • 6.2 High Purity
  • 6.3 Standard Purity

7 Global Pink Hydrogen Market, By Process

  • 7.1 Introduction
  • 7.2 PEM Electrolysis (Polymer Electrolyte Membrane)
  • 7.3 Alkaline Electrolysis
  • 7.4 Solid Oxide Electrolysis

8 Global Pink Hydrogen Market, By Technology

  • 8.1 Introduction
  • 8.2 Electrolysis
  • 8.3 Steam Methane Reforming
  • 8.4 Thermochemical Water Splitting
  • 8.5 Other Technologies

9 Global Pink Hydrogen Market, By Application

  • 9.1 Introduction
  • 9.2 Transportation
  • 9.3 Chemical
  • 9.4 Petrochemical
  • 9.5 Steel
  • 9.6 Domestic
  • 9.7 Other Applications

10 Global Pink Hydrogen Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Siemens Energy
  • 12.2 Air Products and Chemicals
  • 12.3 OKG Aktiebolag
  • 12.4 Linde Plc
  • 12.5 Exelon Corporation
  • 12.6 Air Liquid
  • 12.7 Nel ASA
  • 12.8 Hydrogen Systems
  • 12.9 Iberdrola SA
  • 12.10 SGH2Energy
  • 12.11 Sumitomo Corporation
  • 12.12 Toshiba Corporation
  • 12.13 SK Group
  • 12.14 Hyundai Heavy Industries
  • 12.15 Sembcorp Industries

List of Tables

  • Table 1 Global Pink Hydrogen Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global Pink Hydrogen Market Outlook, By Type (2024-2032) ($MN)
  • Table 3 Global Pink Hydrogen Market Outlook, By Liquid (2024-2032) ($MN)
  • Table 4 Global Pink Hydrogen Market Outlook, By Gas (2024-2032) ($MN)
  • Table 5 Global Pink Hydrogen Market Outlook, By Purity Level (2024-2032) ($MN)
  • Table 6 Global Pink Hydrogen Market Outlook, By High Purity (2024-2032) ($MN)
  • Table 7 Global Pink Hydrogen Market Outlook, By Standard Purity (2024-2032) ($MN)
  • Table 8 Global Pink Hydrogen Market Outlook, By Process (2024-2032) ($MN)
  • Table 9 Global Pink Hydrogen Market Outlook, By PEM Electrolysis (Polymer Electrolyte Membrane) (2024-2032) ($MN)
  • Table 10 Global Pink Hydrogen Market Outlook, By Alkaline Electrolysis (2024-2032) ($MN)
  • Table 11 Global Pink Hydrogen Market Outlook, By Solid Oxide Electrolysis (2024-2032) ($MN)
  • Table 12 Global Pink Hydrogen Market Outlook, By Technology (2024-2032) ($MN)
  • Table 13 Global Pink Hydrogen Market Outlook, By Electrolysis (2024-2032) ($MN)
  • Table 14 Global Pink Hydrogen Market Outlook, By Steam Methane Reforming (2024-2032) ($MN)
  • Table 15 Global Pink Hydrogen Market Outlook, By Thermochemical Water Splitting (2024-2032) ($MN)
  • Table 16 Global Pink Hydrogen Market Outlook, By Other Technologies (2024-2032) ($MN)
  • Table 17 Global Pink Hydrogen Market Outlook, By Application (2024-2032) ($MN)
  • Table 18 Global Pink Hydrogen Market Outlook, By Transportation (2024-2032) ($MN)
  • Table 19 Global Pink Hydrogen Market Outlook, By Chemical (2024-2032) ($MN)
  • Table 20 Global Pink Hydrogen Market Outlook, By Petrochemical (2024-2032) ($MN)
  • Table 21 Global Pink Hydrogen Market Outlook, By Steel (2024-2032) ($MN)
  • Table 22 Global Pink Hydrogen Market Outlook, By Domestic (2024-2032) ($MN)
  • Table 23 Global Pink Hydrogen Market Outlook, By Other Applications (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.