氫轉移市場預測和趨勢，交易，契約，政策，計劃，主要加入企業，2023年第四季

人們對氫能產業作為加速能源轉型的一種方式的興趣正在迅速增長，目前正在建設的低碳氫化合物的潛在產能已超過 189 mpta。其中92%的產能將來自綠氫項目，其中大部分仍處於可行性階段。隨著企業和政府尋求在整個價值鏈中這個不斷增長的行業中獲取價值，氫行業的新交易和政策公告繼續快速公佈。實現全球氣候目標需要加快跨部門和地區的轉型策略，氫能開發預計將在能源領域發揮重要作用，促進這些目標。

本報告提供氫轉移市場相關調查，彙整2023年第四季趨勢，到2030年前的市場規模預測，各國，各地區趨勢，全球政策支援和財政的獎勵等相關資訊。

目錄

目錄

第1章 概要

• 季度概述

第2章 低碳氫容量預測

• 活性容量和今後的容量
• 今後主要的計劃
• 到2030年前的生產能力與市場規模情勢
• 主要的發展
• 前幾名參加企業
• 重大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

• 氫專題索引
• 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 189 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, Q3 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 Hydrogen thematic 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 Q2-2023
• Table 3: Venture Finance deals for Q2-2023

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 - Q3 2023
• Figure 9: M&A Value - Q3 2023 (US$ mil)
• Figure 10: Venture finance Disclosed Deal Value (US$mil)
• Figure 11: Partnerships Numbers Q3-2023
• Figure 12:Partnerships Regions for Development Q3-2023
• Figure 13: Partnerships Main Topics
• Figure 14: Strategic Alliances
• Figure 15: Thematic Index
• Figure 16: Number of Hydrogen Investors
• Figure 17: Funding by Region Index
• Figure 18: First Time Funded Companies and Total Funded Companies
• Figure 19: Renewable Energy Topic Mentions
• Figure 20: Total Posts by Company
• Figure 21: Total Posts by Country
• Figure 22: Hydrogen mentions by Sector and Country
• Figure 23: National Low Carbon Hydrogen Strategies in Major Economies