市場調查報告書
商品編碼
1438175
到 2030 年氫市場預測:按類型、儲存、運輸、應用和地區進行全球分析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 |
根據Stratistics MRC的數據,2023年全球氫能市場規模為2,427億美元,預計2030年將達到4,669億美元,預測期內年複合成長率為9.8%。氫是宇宙中最簡單、最豐富的元素。它是一種無色、無味、高度易燃氣體。在原子形式下,氫由一個質子和一個電子組成。它富含水分子(H2O)和各種有機化合物。由於其作為能源載體的多功能性及其在燃料電池和清潔能源應用中的潛在用途,氫在從燃料生產到化學和能源領域的各種行業中發揮著重要作用。
據新能源和可再生能源部稱,國家氫能使命有潛力到2030年將綠氫佔氫能需求總量的佔有率提高到46%,預計2025年至2030年市場佔有率將進一步增加。
工業脫碳
工業脫碳正在加速氫氣這一清潔能源的轉變。由於氫的零排放潛力,運輸、製造和能源等產業正在擁抱氫。隨著生產、儲存和基礎設施投資的增加,市場正在迅速擴大。氫作為燃料和能源載體的多功能性是各產業脫碳、推動創新和加速世界永續能源轉型的關鍵因素。
與其他技術的競爭
由於其成熟度和擴充性,市場面臨來自能源儲存領域電池等現有技術的激烈競爭。此外,太陽能和風能等替代清潔能源來源的進步正在為可再生能源領域帶來競爭。基礎設施和成本效益挑戰也將影響氫與這些技術的競爭,需要持續創新和投資才能在市場上佔有一席之地。
可再生能源併網
可再生能源的整合對於塑造氫市場至關重要。使用風能、太陽能和其他可再生電力源為電解槽,使氫氣生產更加清潔、更永續。以這種方式生產的綠氫為石化燃料提供了環保的替代品。這種整合將推動市場成長,推動氫技術的進步,減少碳排放,並促進更永續的能源環境。
製造成本
氫市場的生產成本會根據所使用的方法而有所不同。高溫電解和光電化學製程等先進方法有可能在未來降低成本。成本受到能源價格、技術進步和生產規模的影響,進而影響氫氣作為能源載體的競爭。這是限制市場成長的因素。
由於供應鏈中斷和投資減少,COVID-19 大流行最初減緩了氫市場的成長。但從那時起,人們對綠色復甦的興趣增加,氫在清潔能源解決方案中的作用也有所增強。各國政府在其經濟獎勵策略中強調氫基礎設施,鼓勵對綠氫生產技術的創新和投資。總體而言,儘管出現了短期挫折,但疫情起到了催化劑的作用,增加了人們對氫作為永續能源轉型關鍵參與者的興趣。
綠色氫能產業預計將在預測期內成為最大的產業
預計綠氫產業將在預測期內成為最大的產業。透過電解風能和太陽能等可再生能源獲得的綠氫正在徹底改變市場。它是一種不排放碳的環保生產方法,使其成為依賴石化燃料的傳統氫氣生產方法的永續替代方案。在全球關注脫碳和可再生能源的背景下,綠氫正在透過提供清潔能源解決方案、減少碳排放、打造更永續的未來來再形成產業,我們正在為此做好準備。
預計能源產業在預測期內年複合成長率最高
預計能源產業在預測期內的年複合成長率最高。隨著人們對脫碳的日益關注,氫在交通、發電和製造等行業的多功能性正在刺激需求。對氫基礎設施的投資、電解和燃料電池的技術進步以及政府的支持政策正在推動市場成長。政府支持、創新計劃和產業合作夥伴關係正在創造一個充滿活力的格局,使氫成為世界向永續能源轉變的關鍵參與者。
預計北美在預測期內將佔據最大的市場佔有率。政府措施和私營部門合作正在推動氫基礎設施的發展,特別是在交通和產業部門。電解和再生能源來源的進步正在促進該地區氫經濟的擴張。市場參與者正在積極努力擴大生產規模並加強分銷網路,以滿足永續替代能源不斷成長的需求。
預計亞太地區在預測期內年複合成長率最高。主要促進因素包括政府加速氫能採用的努力、增加對可再生能源的投資以及氫交通的興起。產業相關人員之間的合作和技術進步進一步支持市場擴張,使該地區成為氫創新和普及的關鍵中心。
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.