氫能源轉移市場:概要，趨勢，交易與契約，政策，計劃，主要加入企業

作為加速能源轉換的方法，氫領域的關注急速提高，低碳氫計劃管道現在有超過177 mpta的潛在能力。其中93％的產能來自綠色氫能項目，但大部分仍處於可行性階段。隨著公司和政府希望在整個價值鏈中獲取這個不斷成長的產業價值，氫產業也持續新交易和政策的宣佈。有必要加快跨部門和跨地域的轉型戰略，以實現全球氣候目標，氫能開發有望在能源領域發揮重要作用，以促進這些目標的實現。

本報告提供全球氫能源轉移市場相關調查，市場概要，以及今後預定的總生產量和2030年的市場規模方案，全球政策支援和財政的獎勵等彙整資料。

目錄

第1章 概要

第2章 低碳氫容量預測

• 活躍及今後的容量
• 今後主要的計劃
• 至2030年的生產能力與市場規模情境
• 主要的發展
• 前幾名參加企業
• 主要的發表和計劃的更新

第3章 交易與契約

• M&A
• 合資經營財務
• 夥伴關係

第4章 指標與政策支援

• 投資指數
• 社群媒體的追蹤
• 國際政策

Abstract

Interest in the hydrogen sector as a way to accelerate the energy transition is growing rapidly and the low-carbon hydrogen project pipeline now represents over 174 mpta of potential capacity. 92% of this capacity comes from green hydrogen projects, though the majority is still in feasibility stage. The announcement of new deals and policies in the hydrogen sector also continues at pace as companies and governments look to capture value in this growing sector across the value chain. There is a need to accelerate transition strategies across sectors and geographies to achieve climate global goals, and hydrogen development is expected to have a major part to play in the energy sector to facilitate achievement of these targets.

Scope

• Hydrogen quarterly changes, Q1 2023.
• Total upcoming capacity and 2030 market size scenarios, highlighting recently announced projects by capacity, countries and regions.
• Trends over deals, partnerships, and M&A .
• Global policy support and financial incentives.

Reasons to Buy

• Identify the last market trends by quarter and key players in hydrogen technologies.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand the different scenarios for 2030 based on the likeliness of the projects.
• Facilitate the understanding on how and where the market is growing as it is rapidly scaling up to position as one of the main topics of the international agenda.

Table of Contents

Table of Contents

1. Overview

• 1.1 Quarterly snapshot

2. Low Carbon Hydrogen Capacity Outlook

• 2.1 Active & upcoming capacity
• 2.2 Major upcoming projects
• 2.3 Production capacity and market size scenarios to 2030
• 2.4 Key developments
• 2.5 Top participant companies
• 2.6 Major announcements and project updates

3. Deals & Contracts

• 3.1 M&A
• 3.2 Venture finance
• 3.3 Partnerships

4. Metrics & Policy Support

• 4.1 Investment index
• 4.2 Social media tracking
• 4.3 International policy

List of Tables

List of Tables

• Table 1: Top 10 low carbon hydrogen plants
• Table 2: M&A deals for Q1-2023
• Table 3: Venture Finance deals for Q1-2023

List of Figures

List of Figures

• Figure 1: Active and Announced Capacity
• Figure 2: Regional breakdown of upcoming capacity
• Figure 3: Major upcoming clean hydrogen plants map
• Figure 4: 2030 Hydrogen capacity scenarios (mtpa)
• Figure 5: Countries with highest cumulative upcoming capacity (mtpa)
• Figure 6: Net capacity share by company
• Figure 7: Deals comparative 2021 - 2023
• Figure 8: M&A Type - Q1 2023
• Figure 9: M&A Value - Q1 2023 (US$ mil)
• Figure 10: Venture finance Disclosed Deal Value (US$mil)
• Figure 11: Partnerships Numbers Q1-2023
• Figure 12:Partnerships Regions for Development Q1-2023
• Figure 13: Partnerships Main Topics
• Figure 14: Companies with more partnerships Q1-2023
• Figure 15: Number of Hydrogen Investors
• Figure 16: Renewable Energy Topic Mentions
• Figure 17: Total Posts by Company
• Figure 18: Total Posts by Country
• Figure 19: Hydrogen mentions by Sector and Country
• Figure 20: National Low Carbon Hydrogen Strategies in Major Economies