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市場調查報告書

電力行業氫市場的增長機會

Growth Opportunities in the Hydrogen Market for the Global Power Sector

出版商 Frost & Sullivan 商品編碼 968085
出版日期 內容資訊 英文 111 Pages
商品交期: 最快1-2個工作天內
價格
電力行業氫市場的增長機會 Growth Opportunities in the Hydrogen Market for the Global Power Sector
出版日期: 2020年10月09日內容資訊: 英文 111 Pages
簡介

對全球變暖和碳排放上升的持續擔憂迫使政府減少了對以化石燃料為基礎的經濟的依賴,而轉向了低碳經濟。

儘管氫作為促進向可持續能源經濟過渡的重要工具的潛力非常高,但氫的當前使用主要用於工業領域。發電,運輸和其他領域的許多項目仍處於試驗階段,越來越多的採用需要技術和成本方面的突破。未來20年,全球對氫氣及其新用途的需求預計將增長十倍,這需要龐大的基礎設施來生產和供應燃料。

本報告調查了全球電力行業的氫能市場,並分析了市場概況,市場趨勢,市場預測,主要參與者,競爭條件和增長機會。

目錄

行政儀表板

  • 主要發現
  • 本次調查的目的
  • 轉型增長的五步過程
  • 成功與成長的戰略要務
  • 電力行業的氫氣路線圖
  • 氫的增長機會

增長環境:市場概述

  • 調查目的
  • 調查範圍和排除
  • 在此調查中需要回答的重要問題
  • 氫:未來的零碳能源載體
  • 政府對氫採取的行動
  • 氫的類型
  • 制氫工藝
  • 各種氫技術的製造成本
  • 氫生產:碳排放
  • 氫的應用
  • 氫在電力領域的應用
  • 致力於氫技術的主要公用事業
  • 電力行業的氫氣路線圖
  • 氫路線圖
  • 市場驅動力
  • 電力行業中的氫氣:主要的市場增長因素
  • 市場限制
  • 電力行業中的氫氣:主要的市場限制
  • COVID的影響:19對電力行業氫吸收量的增長

增長環境:主要市場趨勢

  • 主要市場趨勢
  • 天然氣發電有可能進一步提高RES的發電需求
  • 氫終於使FC技術的商業可行性得以實現
  • 氫能存儲對現有技術提出了挑戰
  • 氫是核電的生命線
  • 氫能推動人們對CCS的新興趣
  • 廢物產生的可持續氫

增長環境:市場預測

  • 全球氫產量預測
  • 全球氫氣市場:利潤預測
  • 市場預測:藍色氫和灰色氫的增長
  • 世界氫產量:市場預測討論

增長環境:主要國家市場

  • 氫工業:區域分析
  • 美國
  • 德國
  • 英國
  • 法國
  • 中國
  • 印度
  • 日本
  • 澳大利亞

遠景方案

  • 從宏觀到微觀

遠景方案:行業大趨勢

  • 行業大趨勢:全球脫碳之路
  • 行業大趨勢:實現脫碳的五個因素
  • 行業大趨勢:氫行業的循環經濟

視覺場景:破壞性技術

  • 破壞性技術:氫與鋰離子電池
  • 破壞性技術:重大創新
  • 破壞性技術:層壓建模(AM)/3D打印
  • 破壞性技術:先進材料和複合材料

遠景方案:競爭形勢的趨勢

  • 氫價值鏈
  • 有關進入公司市場的建議
  • 競爭形勢:氫生態系統
  • 全球主要公司
  • 特色公司:ITM Power
  • 特色公司:Hydrogenics
  • 特色公司:NEL
  • 推薦公司:SunFire
  • 特色公司:HySiLabs

增長渠道

  • 生長促進劑

增長機會

  • 增長機會1:與煤共同燃燒氫/氨以減少CO2排放
  • 增長機會2:將H2摻入現有的天然氣管道中以減少CO2排放
  • 增長機會3:鋰離子和氫存儲系統的組合,可充當主要和備用電源
  • 增長機會4:藍色和綠色氫的結合以支持向氫經濟的過渡
  • 增長機會5:離網和關鍵基礎設施的主要動力
  • 增長機會6:商業和工業部門的備用電源
  • 增長機會7:蓄電以降低減速率
  • 增長機會8:工業和商業應用的FC:CHP
  • 增長機會9:用於本地電網平衡的V2G
  • 成功與成長的戰略要務

附錄

下一步

目錄
Product Code: K4B9-14

With a Multitude of Applications, Hydrogen will Play an Important Role in Our Transition towards a Low-carbon Economy

Continued concerns over global warming and increasing carbon emissions have forced governments to reduce their dependency on fossil fuels based economy and move towards a low-carbon economy. Our sustainable future depends on the development of these low-carbon and alternate energy sources that are renewable and environment friendly.

In recent years, there has been a growing interest in hydrogen as a low- or zero-carbon energy source, and many governments have started acknowledging the fact that a hydrogen-based economy could be the answer to our growing concerns over increasing carbon emissions, energy security, and climate change. Hydrogen could be used as a decarbonised fuel across the mobility, maritime and aviation sectors, and as a decarbonised energy storage system (ESS) across the power generation sector.

Though the promises associated with hydrogen-as an important tool in catalysing the transition towards sustainable energy economy-are huge, the current application of hydrogen is mainly in industrial sector. Much of the projects across power generation, transport, and other segments are still in their pilot stages and technological and cost breakthroughs are needed for increased adoption. The global demand for hydrogen and its emerging applications is expected to increase tenfold over the next 20 years, creating the need for a huge infrastructure for producing and delivering the fuel.

Almost all the hydrogen (grey hydrogen) used today is produced from fossil fuels with CO2 released into the atmosphere. Grey hydrogen can be used in the short to medium term to meet the growing hydrogen demand. However, in the long term, this method is unsustainable and requires alternative measures. Only hydrogen produced through carbon capture & storage (CCS) (blue hydrogen) and through RES (green hydrogen) can be considered as a sustainable option if we are moving towards a hydrogen economy.

For hydrogen economy to become a reality, decisive government actions are required in 4 areas:

  • Support research and development (R&D) activities related to technologies involved in production, storage, transport and utilisation of hydrogen.
  • Provide incentives to companies for developing hydrogen infrastructure and carbon capture utilisation & storage (CCUS) infrastructure.
  • Address socio-economic barriers inhibiting the growth of the technology and mandate policies towards decarbonisation.
  • Develop a roadmap towards hydrogen economy.

There is still a long road to travel, and it would take 10-20 years before the hydrogen economy becomes mainstream across the global power sector and other segments.

The primary aim of this research study is to analyse the current and future market potential of hydrogen as a potential energy carrier driving the transition towards a sustainable energy future. The study also identifies growth opportunities for the hydrogen market in the global power sector, highlights trends in some of the key countries, and also lists companies active in this space.

Table of Contents

Executive Dashboard

  • Key Findings
  • Purpose of this Experiential Study
  • 5 Step Process to Transformational Growth
  • Strategic Imperatives for Success and Growth
  • Hydrogen Roadmap to 2050 in the Power Sector
  • Growth Opportunities for Hydrogen

Growth Environment-Market Overview

  • Research Aim
  • Study Coverage and Exclusions
  • Key Questions this Study will Answer
  • Hydrogen-Future Zero-Carbon Energy Carrier
  • Government Action for Hydrogen
  • Types of Hydrogen
  • Types of Hydrogen (continued)
  • Hydrogen Production Processes
  • Production Costs of Various Hydrogen Technologies
  • Hydrogen Production-Carbon Emissions
  • Applications of Hydrogen
  • Application of Hydrogen in the Power Sector
  • Key Utilities Working on Hydrogen Technology
  • Hydrogen Roadmap to 2050 in the Power Sector
  • Hydrogen Roadmap to 2050
  • Market Drivers
  • Hydrogen in Power Sector-Key Market Drivers
  • Market Restraints
  • Hydrogen in Power Sector-Key Market Restraints
  • Hydrogen in Power Sector-Key Market Restraints (continued)
  • Impact of COVID-19 on the Growth in Hydrogen Adoption in the Power Sector

Growth Environment-Key Market Trends

  • Key Market Trends
  • Power-to-Gas Likely to Further Boost the Demand for Generation from RES
  • Hydrogen Could Finally Enable Commercial Viability for FC Technology
  • Hydrogen Energy Storage Offers a Challenge to Existing Technologies
  • Hydrogen as a Lifeline for Nuclear Energy
  • Potential for Hydrogen to Drive Renewed Interest in CCS
  • Sustainable Hydrogen from Waste

Growth Environment-Market Forecasts

  • Global Hydrogen Production Forecast
  • Global Hydrogen Market-Revenue Forecasts
  • Market Forecasts-Growth of Blue and Grey Hydrogen
  • Global Hydrogen Production-Market Forecasts Discussion

Growth Environment-Key Country Markets

  • Hydrogen Industry-Regional Analysis
  • The United States
  • Germany
  • United Kingdom
  • France
  • China
  • India
  • Japan
  • Australia

Visioning Scenarios

  • Macro to Micro Visioning

Visioning Scenarios-Industry Mega Trends

  • Industry Mega Trends-Global Pathway Towards Decarbonisation
  • Industry Mega Trends-Five Elements to Achieve Decarbonisation
  • Industry Mega Trends-Circular Economy in Hydrogen Industry

Visioning Scenarios-Disruptive Technologies

  • Disruptive Technologies-Hydrogen vs. Lithium-ion Battery
  • Disruptive Technologies-Key Technology Innovations
  • Disruptive Technologies-Key Technology Innovations (continued)
  • Disruptive Technologies-Additive Manufacturing (AM)/3D Printing
  • Disruptive Technologies-Advanced Materials and Composites

Visioning Scenarios-Competitive Landscape Trends

  • Hydrogen Value Chain
  • Go-to-Market Recommendations for Companies
  • Competitive Landscape-Hydrogen Ecosystem
  • Competitive Landscape-Hydrogen Ecosystem (continued)
  • Key Global Players
  • Companies to Watch-ITM Power
  • Companies to Watch-Hydrogenics
  • Companies to Watch-NEL
  • Companies to Watch-SunFire
  • Companies to Watch-HySiLabs

Growth Pipeline

  • Levers for Growth

Growth Opportunity

  • 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 H2 into Existing Natural Gas Pipelines to Reduce CO2 Emissions
  • Growth Opportunity 2-Blending H2 into Existing Natural Gas Pipelines to Reduce CO2 Emissions (continued)
  • Growth Opportunity 3-Combination of Lithium-Ion & Hydrogen Storage Systems Acting as a Primary & Backup Power Source
  • Growth Opportunity 3-Combination of Lithium-Ion & Hydrogen Storage Systems Acting as a Primary & Backup Power Source (continued)
  • Growth Opportunity 4-Combination of Blue & Green Hydrogen Aiding Our Transition towards Hydrogen Economy
  • Growth Opportunity 4-Combination of Blue & Green Hydrogen Aiding Our Transition towards Hydrogen Economy (continued)
  • Growth Opportunity 5-Primary Power Source for Off-grid & Critical Infrastructures
  • Growth Opportunity 5-Primary Power Source for Off-grid & Critical Infrastructures (continued)
  • Growth Opportunity 6-Backup Power Source for Commercial and Industrial Segments
  • Growth Opportunity 6-Backup Power Source for Commercial and Industrial Segments (continued)
  • Growth Opportunity 7-Electricity Storage Reducing Curtailments Ratio
  • Growth Opportunity 7-Electricity Storage Reducing Curtailments Ratio (continued)
  • Growth Opportunity 8-FC-CHPs for Industrial & Commercial Applications
  • Growth Opportunity 8-FC-CHPs for Industrial & Commercial Applications (continued)
  • Growth Opportunity 9-V2G for Local Grid Balancing
  • Growth Opportunity 9-V2G for Local Grid Balancing (continued)
  • Strategic Imperatives for Success and Growth

Appendix

  • List of Abbreviations

Next Steps

  • Your Next Steps
  • Why Frost, Why Now?
  • List of Exhibits
  • Legal Disclaimer