高溫電解技術市場：突破性創新的增長機會

本報告審視了全球高溫電解技術市場，並提供了市場概況、戰略要求、技術趨勢、適用性和增長機會。

內容

戰略要務

• 戰略勢在必行 (TM)：制約高溫電解技術發展的因素
• 戰略要務 (TM)
• 三大戰略要務對高溫電解 (HTE) 技術的影響
• 增長機會推動增長管道引擎 (TM)
• 調查方法

調查背景及調查結果總結

• 調查詳情
• 調查範圍
• HTE 技術 - 採用的主要驅動因素和機遇
• HTE 技術 - 部署的主要缺點和挑戰

HTE：技術趨勢概述

• HTE 推動部署綠色氫
• 能源效率是 HTE 的關鍵差異化因素
• 高成本和退化率阻礙了 SOE 技術的部署
• 專注的研究工作將使 SO 在未來幾年內成為具有競爭力的電解槽技術
• 專注於增強 MCE 的化學和機械穩定性的研發工作推動了熔融碳酸鹽 (MC) 的商業化
• 電解技術對比分析

HTE：適用性

• HTE 將氫氣視為工業領域潛在的經濟高效的解決方案
• 核能補充 HTE 生產的綠色氫
• HTE的核電站在許多地區引起關注
• HTE 可實現氫氣、電力、熱量和二氧化碳的靈活聯合生產
• 高溫可逆海豹的性能對比
• 用於工業應用的 CO 生產的 HTE
• CO2的MCE擴大了納米碳的應用範圍

創新生態系統：值得關注的公司

• 國有企業領先的創新者和產品開發商
• 領先的共電解解決方案創新者和產品開發商
• 可逆燃料電池的領先創新者和產品開發商
• 氫聯產和多聯產領域的領先創新者和產品開發商

技術賦能HTE技術的知識產權分析

• HTE技術專利活動分地區
• HTE 技術涵蓋按技術類型劃分的專利活動
• HTE 技術專利活動的競爭格局

增長機會

• 增長機會 1：綠色氫 - 能源轉型中潛在的遊戲規則改變者
• 增長機會 2：HTE 為工業部門脫碳提供了獨特的機會
• 增長機會三：氫氣需求上升刺激電解槽量產啟動

主要聯繫人

附錄

下一步

Growing Demand for Green Hydrogen and Carbon Capture Drives Future Growth Potential

This research study focuses on disruptive technologies and the latest achievements in electrolyzer technologies. The study highlights the necessity for electrolysis technology and discusses the major challenges its development faces in gaining wide-scale market adoption and competitiveness.

High-temperature fuel cells are a promising technology for storing excess renewable energy.

Current low-cost hydrogen production methods utilize fossil fuels and produce GHG emissions. Producing renewable hydrogen via electrolysis is potentially the ideal route for industrial application. Electrolysis technology offers several advantages, such as the production of carbon-neutral fuel, integration of renewable energies, facilitation of the electricity grid balance, and enhancement of the sustainable use of surplus energy. The findings and growth opportunities that this study depicts will help drive the electrolyzer industry's economic growth and technology revolution.

The study reviews research focus areas and technological challenges that electrolysis technologies must overcome. It pays special attention to describing the technical capabilities of all known electrolysis technologies and presents the main stakeholders involved in this technology and other notable developments. The study covers the patent landscaping for electrolysis technologies, highlighting the important patent owners/assignees and the patent jurisdiction with the highest activity. It outlines and describes the factors influencing market growth, such as limited hydrogen refueling infrastructure and low manufacturing volume of electrolyzer components.

The study highlights emerging growth opportunities and presents a performance analysis and comparison of different electrolysis technologies. Finally, it discusses existing commercial electrolyzer technologies' key performance indicators (KPIs) and analyzes the technical and cost targets.

Table of Contents

Strategic Imperatives

• The Strategic Imperative 8™: Factors creating Pressure on Growth in the High-temperature Electrolysis Technology
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on High-temperature Electrolysis (HTE) Technology
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Research Context and Summary of Findings

• Research Context
• Research Scope
• HTE Technologies-Key Drivers and Opportunities for Deployment
• HTE Technologies-Key Drawbacks and Challenges for Deployment

HTE: Technology Trends Overview

• HTE to Facilitate the Deployment of Green Hydrogen
• Energy Efficiency Acts as the Key Differentiator of HTE
• High Cost and Degradation Rate Hindering the Deployment of SOE Technology
• Focused Research Efforts Will Make SO a Competitive Electrolyzer Technology in Coming Years
• R&D Efforts Focused on Enhancing MCE's Chemical and Mechanical Stability Will Drive Molten Carbonate (MC) Commercialization
• Comparative Analysis of Electrolysis Technologies

HTE: Application Potential

• HTE Has the Potential to Make Hydrogen a Cost-effective Solution for the Industrial Sector
• Nuclear Energy Can Complement HTE-Produced Green Hydrogen
• Nuclear Power Plant Clubbed with HTE Gaining Traction Among Many Regions
• HTE Allows Flexible Co-production of Hydrogen, Power, Heat, and CO
• High-temperature Reversible Cell-Key Performance Comparison
• HTE for CO Production for Industrial Applications
• Broadening Application Spectrum of Nanocarbons Via MCE of CO2

Innovation Ecosystem: Companies to Watch

• Key Innovators and Product Developers of SOE
• Key Innovators and Product Developers of SOE (continued)
• Key Innovators and Product Developers of Co-electrolysis Solutions
• Key Innovators and Product Developers of Reversible Fuel Cells
• Key Innovators and Product Developers of Reversible Fuel Cells (continued)
• Key Innovators and Product Developers of Hydrogen Coproduction and Polygeneration

IP Analysis of Technologies Enabling HTE Technology

• Patent Activity for HTE Technology Based on Geography
• Patent Activity for HTE Technology Ranges by Technology Type
• Competitive Landscape in Patent Activity for HTE Technology

Growth Opportunity Universe

• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger
• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger (continued)
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector (continued)
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production (continued)

Key Contacts

• Key Contacts
• Key Contacts (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• Legal Disclaimer