全球氫市場：監管框架和增長機會

預計工業部門的脫碳和碳中和目標將促進政府對氫能經濟的投資。

本報告研究和分析全球氫市場，提供有關戰略要務、增長機會以及國家氫戰略和法規的信息。

內容

戰略要務

成長環境與範圍

• 國家氫能戰略時間表
• 每個國家/地區的氫能政策和法規摘要

增長機會分析

• 調查目的
• 調查範圍和排除項
• 本次調查回答的關鍵問題
• 脫碳的五個關鍵支柱
• 氫未來零碳能源載體
• 政府對氫的反應
• 氫的色譜及其形成途徑
• 氫價值鏈
• 氫生態系統
• 增長驅動力
• 抑制增長的因素

國家概況 - 澳大利亞

• 澳大利亞
• 澳大利亞 - 氫能戰略

國家概況 - 加拿大

• 加拿大
• 加拿大 - 氫能戰略

國家概況 - 智利

• 智利
• 智利 - 氫能戰略

國家概況 - 中國

• 中國
• 中國 - 氫能戰略

國家概況 - 丹麥

• 丹麥
• 丹麥 - 氫能戰略

國家概況 - 法國

• 法國
• 法國 - 氫能戰略

國家概況 - 德國

• 德國
• 德國 - 氫能戰略

國家概況 - 印度

• 印度
• 印度 - 氫能戰略

國家概況 - 意大利

• 意大利
• 意大利 - 氫能戰略

國家概況 - 日本

• 日本
• 日本 - 氫能戰略

國家概況 - 荷蘭

• 荷蘭
• 荷蘭 - 氫能戰略

國家概況 - 挪威

• 挪威
• 挪威 - 氫能戰略

國家概況 - 沙特阿拉伯

• 沙特阿拉伯
• 沙特阿拉伯 - 氫能戰略

國家概況 - 韓國

• 韓國
• 韓國 - 氫能戰略

國家概況 - 西班牙

• 西班牙
• 西班牙 - 氫能戰略

國家概況 - 阿拉伯聯合酋長國

• 阿拉伯聯合酋長國
• 阿拉伯聯合酋長國 - 氫能戰略

國家概況 - 英國

• 英國
• 英國 - 氫能戰略

國家概況 - 美國

• 美國
• 美國 - 氫能戰略

全球增長機會

• 增長機會 1 - 混合燃燒氫氣/氨氣和煤炭以減少碳排放
• 增長機會 2 - 將氫氣混合到現有的天然氣管道中以減少碳排放
• 增長機會 3 - 將氫作為產品或服務進行地域擴張
• 增長機會 4 - 離網和關鍵基礎設施的主要和備用電源
• 增長機會 5 - 降低電力存儲縮減率
• 增長機會 6 – 工商業熱電聯產 (CHP) 燃料電池
• 增長機會 7 - 氫作為核生命線
• 增長機會 8 - 氫能重新激發人們對碳捕獲和封存 (CCS) 的興趣
• 增長機會 9 – 推動氫氣市場的主要利益相關者之間的合併和合作
• 展品清單
• 免責聲明

Decarbonization of Industrial Sectors and Carbon Neutrality Goals Driving Government Investments in the Hydrogen Economy

Our pathway toward decarbonization and achieving the 1.5° Celsius target necessitates supportive regulatory frameworks mandating energy-efficiency measures across the commercial, industrial, and residential segments. It also requires significant economic investments driving renewables and the switch to nuclear low-carbon and large-scale CCUS technologies. Interest in hydrogen as a low- or zero-carbon energy carrier has grown in recent years. Many governments acknowledge that a hydrogen-based economy could be the best alternative to the present fossil fuels-based economy and an answer to concerns over carbon emissions, energy security, and climate change.

Hydrogen helps curb carbon emissions by:

• Decarbonizing the carbon-intensive automotive, maritime, aviation, and industrial sectors

• Integrating more RES to produce hydrogen, reducing the curtailment rate

• Providing resiliency and reliability to the electric grid as an ESS and supplementing RES during low-demand periods

Though the promise of hydrogen as an essential tool in catalyzing the transition toward a sustainable energy economy is huge, its current application is mostly limited to the industrial sector. Many projects across power generation, transport, and other segments are still in their pilot stages and require technological and cost breakthroughs for increased adoption. There is still a long way to go, and it will likely take another 10 to 20 years before the hydrogen economy becomes mainstream across the global power sector and other segments.

For the hydrogen economy to become a reality, decisive government actions in four areas are necessary:

• Supporting R&D activities related to technologies involved in the production, storage, transport, and utilization of hydrogen

• Providing incentives to companies for developing the hydrogen and CCUS infrastructure

• Addressing socioeconomic barriers inhibiting the growth of the technology and mandating policies toward decarbonization

• Developing a roadmap toward a hydrogen economy

In the past five years, many countries have developed a hydrogen strategy prioritizing targets and investments running into billions over the next decade. While some nations are focused on production and export, others are making domestic and foreign investments to ensure future supply. There are also specific targets relating to production, in terms of cost or quantity, or particular areas targeted for decarbonizing, such as industries, heating, power, or mobility.

The primary aim of this research study is to analyze the policies and roadmaps implemented by various countries toward hydrogen adoption to achieve a sustainable energy future. The study also identifies growth opportunities for the hydrogen market and the countries and companies active in this space.

Table of Contents

The Strategic Imperative

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• Impact of the Top 3 Strategic Imperatives on the Global Hydrogen Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment and Scope

• Timeline of Hydrogen National Strategies
• Summary of Hydrogen Policies and Regulations by Country
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)
• Summary of Hydrogen Policies and Regulations by Country (continued)

Growth Opportunity Analysis

• Research Aim
• Study Coverage and Exclusions
• Key Questions this Study Will Answer
• 5 Key Decarbonization Pillars
• Hydrogen-Future Zero-carbon Energy Carrier
• Government Action for Hydrogen
• Hydrogen Color Spectrum and Production Pathways
• Hydrogen Value Chain
• Hydrogen Ecosystem
• Growth Drivers
• Growth Restraints

Country Profile-Australia

• Australia
• Australia (continued)
• Australia-Hydrogen Strategy

Country Profile-Canada

• Canada
• Canada-Hydrogen Strategy
• Canada-Hydrogen Strategy (continued)

Country Profile-Chile

• Chile
• Chile (continued)
• Chile-Hydrogen Strategy

Country Profile-China

• China
• China-Hydrogen Strategy
• China-Hydrogen Strategy (continued)

Country Profile-Denmark

• Denmark
• Denmark-Hydrogen Strategy
• Denmark-Hydrogen Strategy (continued)

Country Profile-France

• France
• France-Hydrogen Strategy
• France-Hydrogen Strategy (continued)

Country Profile-Germany

• Germany
• Germany-Hydrogen Strategy
• Germany-Hydrogen Strategy (continued)

Country Profile-India

• India
• India-Hydrogen Strategy
• India-Hydrogen Strategy (continued)

Country Profile-Italy

• Italy
• Italy-Hydrogen Strategy
• Italy-Hydrogen Strategy (continued)

Country Profile-Japan

• Japan
• Japan-Hydrogen Strategy
• Japan-Hydrogen Strategy (continued)

Country Profile-Netherlands

• Netherlands
• Netherlands-Hydrogen Strategy
• Netherlands-Hydrogen Strategy (continued)

Country Profile-Norway

• Norway
• Norway (continued)
• Norway-Hydrogen Strategy

Country Profile-Saudi Arabia

• Saudi Arabia
• Saudi Arabia-Hydrogen Strategy
• Saudi Arabia-Hydrogen Strategy (continued)

Country Profile-South Korea

• South Korea
• South Korea-Hydrogen Strategy
• South Korea-Hydrogen Strategy (continued)

Country Profile-Spain

• Spain
• Spain-Hydrogen Strategy
• Spain-Hydrogen Strategy (continued)

Country Profile-UAE

• United Arab Emirates
• United Arab Emirates-Hydrogen Strategy
• United Arab Emirates-Hydrogen Strategy (continued)

Country Profile-United Kingdom

• United Kingdom
• United Kingdom-Hydrogen Strategy
• United Kingdom-Hydrogen Strategy (continued)

Country Profiles-United States

• United States
• United States-Hydrogen Strategy
• United States-Hydrogen Strategy (continued)

Growth Opportunity Universe

• Growth Opportunity 1-Co-firing Hydrogen/Ammonia with Coal to Reduce CO2 Emissions
• Growth Opportunity 1-Co-firing Hydrogen/Ammonia with Coal to Reduce CO2 Emissions (continued)
• Growth Opportunity 2-Blending Hydrogen into Existing NG Pipelines to Reduce CO2 Emissions
• Growth Opportunity 2-Blending Hydrogen into Existing NG Pipelines to Reduce CO2 Emissions (continued)
• Growth Opportunity 3-Geographic Expansion Resulting in Hydrogen as a Commodity or Service
• Growth Opportunity 3-Geographic Expansion Resulting in Hydrogen as a Commodity or Service (continued)
• Growth Opportunity 4-Primary and Backup Power Source for Off-grid and Critical Infrastructures
• Growth Opportunity 4-Primary and Backup Power Source for Off-grid and Critical Infrastructures (continued)
• Growth Opportunity 5-Electricity Storage Reducing Curtailments Ratio
• Growth Opportunity 5-Electricity Storage Reducing Curtailments Ratio (continued)
• Growth Opportunity 6-Combined Heat and Power (CHP) FCs for Industrial and Commercial Applications
• Growth Opportunity 6-Combined Heat and Power (CHP) FCs for Industrial and Commercial Applications (continued)
• Growth Opportunity 7-Hydrogen as a Lifeline for Nuclear Energy
• Growth Opportunity 7-Hydrogen as a Lifeline for Nuclear Energy (continued)
• Growth Opportunity 8-Hydrogen to Drive Renewed Interest in CCS
• Growth Opportunity 8-Hydrogen to Drive Renewed Interest in CCS (continued)
• Growth Opportunity 9-Mergers and Partnerships Between Key Stakeholders to Drive the Hydrogen Market
• Growth Opportunity 9-Mergers and Partnerships Between Major Stakeholders to Drive the Hydrogen Market (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer