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石化燃料

市場調查報告書

商品編碼

1438072

到 2030 年電子燃料市場預測 - 全球分析：依產品（電子氨、電子甲醇、電子汽油、電子煤油、電子甲烷、電子柴油和其他產品）、狀態（氣體和液體）、轉換過程、來源、最終用戶和地理位置

E-fuels Market Forecasts to 2030 - Global Analysis By Product (E-ammonia, E-methanol, E-gasoline, E-kerosene, E-methane, E-diesel and Other Products), State (Gas and Liquid), Conversion Process, Source, End User and By Geography

出版日期: 2024年02月02日 | 出版商:

Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

簡介目錄圖表

根據 Stratistics MRC 的數據，2023 年全球電子燃料市場規模為 62 億美元，預計到 2030 年將達到 444.5 億美元，預測期內CAGR為 32.5%。電子燃料或電子燃料是指透過電化學過程生產的合成燃料，該過程使用再生電力將二氧化碳和水轉化為液體或氣體燃料。這些燃料，例如氫或合成碳氫化合物，可以作為傳統化石燃料的永續替代品。電子燃料的生產依賴再生能源，這使其成為減少溫室氣體排放和推動向清潔能源未來過渡的有前景的解決方案。

據國家投資促進和便利化局稱，預計到 2021 年印度將成為全球第三大出行車輛市場。此外，2019年汽車出口成長14.50%。

市場動態：

驅動因素：

能源安全

電子燃料，例如透過電化學過程生產的合成燃料，提供了一種有效儲存和運輸再生能源的方法。這解決了再生能源的間歇性和季節性問題，有助於更穩定和安全的能源供應。透過減少對化石燃料的依賴，電子燃料可以減輕與傳統燃料來源相關的地緣政治風險，從而增強能源安全。此外，在當地生產電子燃料的能力可以促進自給自足，並降低全球能源市場中斷的脆弱性，使其成為增強整體能源安全的策略解決方案。

阻礙因素：

原料供應狀況

原料供應是電子燃料市場的關鍵限制因素，影響合成燃料的生產。電子燃料源自生質能等再生資源，需要大量原料，例如農業殘留物或有機廢棄物。這些原料的供應有限可能會阻礙電子燃料生產的可擴展性和成本效益。與其他行業對生質能資源的競爭、監管限制以及採購充足原料的物流課題進一步加劇了這一限制。

機會：

全球能源轉型

隨著世界尋求傳統化石燃料的永續替代品，全球能源轉型為電子燃料市場提供了重大機會。電子燃料，由再生能源合成。這些燃料為航空和重工業等難以直接電氣化的產業提供了多功能解決方案。隨著人們對脫碳的日益重視，電子燃料市場在再生能源發電和依賴液體或氣體燃料的行業之間架起了一座橋樑。這項轉變符合全球氣候目標，培育更清潔、更永續的能源格局，同時以碳中和的方式應對能源儲存和運輸的課題。

威脅：

與直接電氣化的競爭

與直接電氣化的競爭對電子燃料市場構成了重大威脅，因為這兩種技術都在快速發展的永續能源領域中爭奪主導地位。雖然直接電氣化提供了更清潔、更直接的解決方案，但涉及使用再生能源合成燃料的電子燃料面臨效率和成本方面的課題。這兩種方法之間爭奪主導地位的競爭愈演愈烈，基礎設施發展和政策框架等因素影響著各自的市場佔有率。在直接電氣化和電子燃料之間取得適當的平衡對於能源產業有效地向更永續的未來過渡至關重要。

Covid-19 影響：

封鎖和旅行限制導致傳統燃料需求下降，影響了整個能源產業。然而，這場危機加速了人們對永續解決方案的關注，激發了人們對電子燃料作為替代品的興趣。政府和產業越來越認知到減少碳排放的重要性，為電子燃料的成長創造機會。儘管最初遇到了挫折，但這場大流行凸顯了對有彈性和生態友善能源的需求，使電子燃料成為疫情後能源格局的關鍵參與者。

預計電子汽油領域將在預測期內成為最大的領域

由於電子汽油有可能成為傳統汽油的更清潔替代品，因此電子燃料市場正在強勁成長。電子汽油是透過二氧化碳和氫氣的電化學轉化產生的，通常來自再生能源。對永續交通解決方案的需求不斷成長以及減少碳排放的努力推動了其崛起。電子汽油領域受益於其與現有內燃機基礎設施的兼容性。此外，隨著汽車製造商和政策制定者關注交通運輸業脫碳，電子汽油成為不斷發展的電子燃料領域中一個有前途的組成部分。

預計交通運輸領域在預測期間內CAGR最高

由於全球越來越重視脫碳和向永續能源解決方案的過渡，交通運輸領域的電子燃料市場正在快速成長。使用再生能源透過電化學過程生產的電子燃料為傳統化石燃料提供了一種有前途的替代品。在交通運輸領域，特別是航空、航運和重型車輛領域，電氣化可能面臨課題，電子燃料為減少碳排放提供了可行的選擇。此外，現有的液體燃料基礎設施以及電子燃料與目前內燃機的兼容性也有助於該領域的加速成長。

佔比最大的地區：

在環境問題和對永續能源日益重視的共同推動下，北美地區市場正經歷顯著成長。該地區的政府和產業擴大投資於研究和開發，以減少碳排放，促進電子燃料作為傳統燃料的更清潔替代品的採用。技術進步和有利的監管政策正在支持電子燃料基礎設施的擴張。此外，該地區對脫碳的承諾使北美成為全球電子燃料市場的關鍵參與者，為其大幅成長做出了貢獻。

複合CAGR最高的地區：

在再生能源計畫激增和對永續替代品的需求的推動下，亞太地區的電子燃料市場經歷了強勁成長。該地區各國政府擴大投資於電子燃料技術，以減少碳排放並實現氣候目標。豐富的太陽能、風能等再生資源，為該地區電燃料基礎設施的發展提供了有利的環境。此外，中國和印度等主要經濟體對清潔能源解決方案的需求不斷成長，推動了亞太地區電子燃料市場的擴張。

主要進展：

2024 年 1 月，著名液化天然氣專案開發商墨西哥太平洋公司簽署了第三份長期銷售和採購協議 (SPA)，鞏固了與埃克森美孚液化天然氣亞太公司的合作。這項最新協議涵蓋每年額外生產 120 萬噸液化天然氣，特別涉及位於墨西哥太平洋西海岸的 Saguaro Energia 項目的 3 號列車。墨西哥太平洋公司和埃克森美孚之間的持續合作關係凸顯了雙方在液化天然氣領域聯盟的戰略意義。

2023 年 11 月，Ceres Power Holdings plc 宣布將與 Linde Engineering 和 Robert Bosch GmbH 合作，評估其固體氧化物電解 (SOEC) 技術在工業規模上的使用。 Ceres表示，它已與兩家公司簽署了合作契約，以驗證該技術作為低成本綠色氫氣生產的手段。合作夥伴將在德國斯圖加特的博世工廠開展 1 兆瓦 SOEC 示範計畫。

我們的報告提供了什麼：

區域和國家層面的市場佔有率評估
對新進入者的策略建議
涵蓋2021年、2022年、2023年、2026年及2030年的市場資料
市場趨勢（促進因素、限制因素、機會、威脅、課題、投資機會和建議）
根據市場預測提出關鍵業務部門的策略建議
競爭性景觀美化繪製主要共同趨勢
公司概況，包括詳細的策略、財務狀況和最新發展
反映最新技術進步的供應鏈趨勢

免費客製化產品：

本報告的所有客戶都將有權獲得以下免費自訂選項之一：

公司簡介
- 其他市場參與者的綜合分析（最多 3 個）
- 關鍵參與者的 SWOT 分析（最多 3 個）
區域區隔
- 根據客戶的興趣對任何主要國家的市場估計、預測和CAGR（註：取決於可行性檢查）
競爭基準化分析
- 根據產品組合、地理分佈和策略聯盟對主要參與者基準化分析

介紹
北美洲
- 美國
- 加拿大
- 墨西哥
歐洲
- 德國
- 英國
- 義大利
- 法國
- 西班牙
- 歐洲其他地區
亞太地區
- 日本
- 中國
- 印度
- 澳洲
- 紐西蘭
- 韓國
- 亞太地區其他地區
南美洲
- 阿根廷
- 巴西
- 智利
- 南美洲其他地區
中東和非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 卡達
- 南非
- 中東和非洲其他地區

第 11 章：主要進展

協議、夥伴關係、合作和合資企業
收購與合併
新產品發布
擴充
其他關鍵策略

第 12 章：公司概況

Archer Daniels Midland Co.
Ballard Power Systems, Inc.
Carbon Recycling International
Cenex
Ceres Power Holding Plc
Clean Fuels Alliance America
E-Fuel Corporation
Enel Green Power
ExxonMobil
FuelCell Energy, Inc.
INFRA Synthetic Fuels, Inc.
Mabanaft GmbH & Co.KG
MAN Energy Solutions
Neste

簡介目錄圖表

Product Code: SMRC25060

According to Stratistics MRC, the Global E-fuels Market is accounted for $6.20 billion in 2023 and is expected to reach $44.45 billion by 2030 growing at a CAGR of 32.5% during the forecast period. E-fuels, or electro fuels, refer to synthetic fuels produced through electrochemical processes that use renewable electricity to convert carbon dioxide and water into liquid or gaseous fuels. These fuels, such as hydrogen or synthetic hydrocarbons, can serve as a sustainable alternative to traditional fossil fuels. The production of e-fuels relies on renewable energy sources are making them a promising solution for reducing greenhouse gas emissions and advancing the transition to a cleaner energy future.

According to the National Investment Promotion and Facilitation Agency, India is anticipated to be the third-largest traveler vehicle market by 2021 across the globe. Furthermore, automobile exports increased by 14.50%, in 2019.

Market Dynamics:

Driver:

Energy security

E-fuels, such as synthetic fuels produced through electrochemical processes, offer a means to store and transport renewable energy efficiently. This addresses the intermittency and seasonality of renewable sources, contributing to a more stable and secure energy supply. By reducing dependence on fossil fuels, e-fuels enhance energy security by mitigating the geopolitical risks associated with traditional fuel sources. Additionally, the ability to produce e-fuels locally promotes self-sufficiency and reduces vulnerability to disruptions in global energy markets, making it a strategic solution for enhancing overall energy security.

Restraint:

Feedstock availability

Feedstock availability is a critical restraint in the e-fuels market, impacting the production of synthetic fuels. E-fuels, derived from renewable sources like biomass, require substantial feedstocks such as agricultural residues or organic waste. The limited availability of these feedstocks can hinder the scalability and cost-effectiveness of e-fuel production. Competition for biomass resources with other industries, regulatory constraints, and logistical challenges in sourcing adequate feedstock quantities further contribute to this constraint.

Opportunity:

Global energy transition

The Global Energy Transition presents a significant opportunity for the e-fuels market as the world seeks sustainable alternatives to traditional fossil fuels. E-fuels, synthesized from renewable energy sources. These fuels offer a versatile solution for sectors that are challenging to electrify directly, such as aviation and heavy industry. With a growing emphasis on decarbonization, the e-fuels market provides a bridge between renewable energy generation and sectors dependent on liquid or gaseous fuels. This transition aligns with global climate goals, fostering a cleaner and more sustainable energy landscape while addressing the challenges of energy storage and transportation in a carbon-neutral manner.

Threat:

Competition with direct electrification

Competition with direct electrification poses a significant threat to the e-fuels market as both technologies vie for dominance in the rapidly evolving landscape of sustainable energy. While direct electrification offers a cleaner and more straightforward solution, e-fuels, which involve the synthesis of fuels using renewable energy, face challenges in terms of efficiency and cost. The race to establish a dominant position between these two approaches intensifies, with factors such as infrastructure development and policy frameworks influencing their respective market shares. Striking the right balance between direct electrification and e-fuels will be crucial for the energy industry to effectively make transition towards a more sustainable future.

Covid-19 Impact:

Lockdowns and travel restrictions led to a decline in demand for traditional fuels, affecting the overall energy sector. However, this crisis has accelerated the focus on sustainable solutions, driving interest in e-fuels as an alternative. Governments and industries are increasingly recognizing the importance of reducing carbon emissions, creating opportunities for the growth of e-fuels. Despite initial setbacks, the pandemic has highlighted the need for resilient and eco-friendly energy sources, positioning e-fuels as a crucial player in the post-pandemic energy landscape.

The e-gasoline segment is expected to be the largest during the forecast period

The e-gasoline segment is experiencing robust growth in the e-fuels market due to its potential to serve as a cleaner alternative to traditional gasoline. E-gasoline is produced through the electrochemical conversion of carbon dioxide and hydrogen, often sourced from renewable energy. Its rise is fueled by the increasing demand for sustainable transportation solutions and efforts to reduce carbon emissions. The e-gasoline segment benefits from its compatibility with existing combustion engine infrastructure. Additionally, as automotive manufacturers and policymakers focus on decarbonizing the transportation sector, e-gasoline emerges as a promising component in the evolving landscape of e-fuels.

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

The transportation segment is experiencing rapid growth in the e-fuels market due to increasing global emphasis on decarbonization and the transition towards sustainable energy solutions. E-fuels, produced through electrochemical processes using renewable energy sources, offer a promising alternative to traditional fossil fuels. In transportation, particularly for aviation, shipping, and heavy-duty vehicles, where electrification may face challenges, e-fuels provide a viable option to reduce carbon emissions. Additionally, the existing infrastructure for liquid fuels and the compatibility of e-fuels with current combustion engines contribute to the segment's accelerated growth.

Region with largest share:

North American region is experiencing significant growth in the market, driven by a combination of environmental concerns and a growing emphasis on sustainable energy sources. Governments and industries in the region are increasingly investing in research and development to reduce carbon emissions, fostering the adoption of e-fuels as a cleaner alternative to traditional fuels. Advancements in technology and favorable regulatory policies are supporting the expansion of e-fuel infrastructure. Additionally, the region's commitment to decarbonisation has put North America as a key player in the global e-fuels market, contributing to its substantial growth.

Region with highest CAGR:

Asia-Pacific region has experienced robust growth in the e-fuels market, driven by a surge in renewable energy initiatives and the need for sustainable alternatives. Governments across the region are increasingly investing in e-fuel technology to reduce carbon emissions and achieve climate goals. The abundance of renewable resources, such as solar and wind power, has provided a favorable environment for the development of e-fuel infrastructure in this region. Additionally, the rising demand for clean energy solutions in major economies like China and India has propelled the expansion of the e-fuels market in the Asia-Pacific.

Key players in the market

Some of the key players in E-fuels market include Archer Daniels Midland Co., Ballard Power Systems, Inc., Carbon Recycling International, Cenex, Ceres Power Holding Plc , Clean Fuels Alliance America, E-Fuel Corporation, Enel Green Power, ExxonMobil, FuelCell Energy, Inc., INFRA Synthetic Fuels, Inc., Mabanaft GmbH & Co.KG, MAN Energy Solutions and Neste.

Key Developments:

In January 2024, Mexico Pacific, a prominent LNG project developer, has solidified its collaboration with ExxonMobil LNG Asia Pacific by signing a third long-term Sales and Purchase Agreement (SPA). This latest agreement, covering an additional 1.2 million tonnes per annum (mtpa) of LNG, specifically pertains to Train 3 of the Saguaro Energia project situated on Mexico Pacific's west coast. The continued partnership between Mexico Pacific and ExxonMobil underscores the strategic significance of their alliance in the LNG sector.

In November 2023, Ceres Power Holdings plc announced that it will partner with Linde Engineering and Robert Bosch GmbH to evaluate its solid oxide electrolysis (SOEC) technology for use on an industrial scale. Ceres said it has signed contracts with the two companies for collaboration to validate the technology as a means for lower-cost green hydrogen production. The partners will work on a 1-MW SOEC demonstration project at a Bosch site in Stuttgart, Germany.

Products Covered:

E-ammonia
E-methanol
E-gasoline
E-kerosene
E-methane
E-diesel
Other Products

States Covered:

Gas
Liquid

Conversion Processes Covered:

Power-to-X
Power-to-Liquid
Power-to-Gas
Other Conversion Processes

Sources Covered:

Air
Industrial Process
Water
Biomass Combustion
Other Sources

End Users Covered:

Transportation
Chemicals
Automotive
Power Generation
Other End Users

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 2021, 2022, 2023, 2026, and 2030
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

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 Product Analysis
3.7 End User 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 E-fuels Market, By Product

5.1 Introduction
5.2 E-ammonia
5.3 E-methanol
5.4 E-gasoline
5.5 E-kerosene
5.6 E-methane
5.7 E-diesel
5.8 Other Products

6 Global E-fuels Market, By State

6.1 Introduction
6.2 Gas
6.3 Liquid

7 Global E-fuels Market, By Conversion Process

7.1 Introduction
7.2 Power-to-X
7.3 Power-to-Liquid
7.4 Power-to-Gas
7.5 Other Conversion Processes

8 Global E-fuels Market, By Source

8.1 Introduction
8.2 Air
8.3 Industrial Process
8.4 Water
8.5 Biomass Combustion
8.6 Other Sources

9 Global E-fuels Market, By End User

9.1 Introduction
9.2 Transportation
9.3 Chemicals
9.4 Automotive
9.5 Power Generation
9.6 Other End Users

10 Global E-fuels 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 Archer Daniels Midland Co.
12.2 Ballard Power Systems, Inc.
12.3 Carbon Recycling International
12.4 Cenex
12.5 Ceres Power Holding Plc
12.6 Clean Fuels Alliance America
12.7 E-Fuel Corporation
12.8 Enel Green Power
12.9 ExxonMobil
12.10 FuelCell Energy, Inc.
12.11 INFRA Synthetic Fuels, Inc.
12.12 Mabanaft GmbH & Co.KG
12.12 MAN Energy Solutions
12.14 Neste

簡介目錄圖表

List of Tables

Table 1 Global E-fuels Market Outlook, By Region (2021-2030) ($MN)
Table 2 Global E-fuels Market Outlook, By Product (2021-2030) ($MN)
Table 3 Global E-fuels Market Outlook, By E-ammonia (2021-2030) ($MN)
Table 4 Global E-fuels Market Outlook, By E-methanol (2021-2030) ($MN)
Table 5 Global E-fuels Market Outlook, By E-gasoline (2021-2030) ($MN)
Table 6 Global E-fuels Market Outlook, By E-kerosene (2021-2030) ($MN)
Table 7 Global E-fuels Market Outlook, By E-methane (2021-2030) ($MN)
Table 8 Global E-fuels Market Outlook, By E-diesel (2021-2030) ($MN)
Table 9 Global E-fuels Market Outlook, By Other Products (2021-2030) ($MN)
Table 10 Global E-fuels Market Outlook, By State (2021-2030) ($MN)
Table 11 Global E-fuels Market Outlook, By Gas (2021-2030) ($MN)
Table 12 Global E-fuels Market Outlook, By Liquid (2021-2030) ($MN)
Table 13 Global E-fuels Market Outlook, By Conversion Process (2021-2030) ($MN)
Table 14 Global E-fuels Market Outlook, By Power-to-X (2021-2030) ($MN)
Table 15 Global E-fuels Market Outlook, By Power-to-Liquid (2021-2030) ($MN)
Table 16 Global E-fuels Market Outlook, By Power-to-Gas (2021-2030) ($MN)
Table 17 Global E-fuels Market Outlook, By Other Conversion Processes (2021-2030) ($MN)
Table 18 Global E-fuels Market Outlook, By Source (2021-2030) ($MN)
Table 19 Global E-fuels Market Outlook, By Air (2021-2030) ($MN)
Table 20 Global E-fuels Market Outlook, By Industrial Process (2021-2030) ($MN)
Table 21 Global E-fuels Market Outlook, By Water (2021-2030) ($MN)
Table 22 Global E-fuels Market Outlook, By Biomass Combustion (2021-2030) ($MN)
Table 23 Global E-fuels Market Outlook, By Other Sources (2021-2030) ($MN)
Table 24 Global E-fuels Market Outlook, By End User (2021-2030) ($MN)
Table 25 Global E-fuels Market Outlook, By Transportation (2021-2030) ($MN)
Table 26 Global E-fuels Market Outlook, By Chemicals (2021-2030) ($MN)
Table 27 Global E-fuels Market Outlook, By Automotive (2021-2030) ($MN)
Table 28 Global E-fuels Market Outlook, By Power Generation (2021-2030) ($MN)
Table 29 Global E-fuels Market Outlook, By Other End Users (2021-2030) ($MN)