氫轉化前景與趨勢（2024 年第一季）

氫能市場持續成長，目前氫能專案營運及管道總產能已達2.01億噸/年。 2023年第四季度，專案活動重新啟動，宣布新增產能14.2萬噸/年。 然而，氫交易活動等其他指標較上季有所下降。

主要亮點

• 2023 年第四季度，三個國家宣布新建低碳氫化合物。 德國是本季宣布的氫工廠產能的最大貢獻者。 德國在營運和即將推出的氫氣產能排名中也保持在前十名國家的位置。
• 加拿大在生產能力方面仍然處於領先地位，擁有 70 個氫中心，每年生產超過 9000 萬噸。 此外，10個項目已經投入營運。 澳洲緊隨其後，有 186 個項目，產能為 1300 萬噸/年。
• 與上一季類似，2023年第四季氫交易數量低於2023年初的水平，年減58%。

本報告研究和分析全球氫市場，提供有關未來總產能和市場規模以及交易、合作和併購趨勢的資訊。

目錄

• 未來的重大項目
• 產能與市場規模情境（~2030 年）
• 主要進展
• 主要參與者
• 主要公告和項目更新交易/合約

併購

• 創業財務指標/政策支持
• 氫指數指數
• 社群媒體追蹤
• 國際政策

The hydrogen market continues to gather momentum, with the total active and pipeline capacity of hydrogen projects now reaching 201 mtpa. Q4 2023 saw a resurgence in project activity with 142 ktpa of new capacity being announced across the quarter. However, other metrics such as hydrogen deal activity showed a decline compared to previous quarters.

Key Highlights

• In the 4th quarter of 2023, 3 countries announced new low carbon hydrogen plants. Germany was the chief contributor to capacity announced in this quarter. It also retained its position in the top 10 ranking of countries by active and upcoming hydrogen capacity.
• Canada still leads in terms of capacity by a large margin, with over 90 mtpa across 70 different hydrogen hubs. 10 projects are also already in operation. While Australia follows with 186 projects and almost 13 mtpa capacity.
• Like the previous quarter, the hydrogen deal count in Q4 2023 was lower than previously seen earlier in 2023 and demonstrated a percentage decrease of 58% compared to the previous year.

Scope

Hydrogen quarterly changes, Q4 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 concerning 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.

Gain an understanding of how and where the market is growing as hydrogen rapidly scales, becoming a key topic on the international agenda.

Table of Contents

Table of Contents

• Major upcoming projects
• Production capacity and market size scenarios to 2030
• Key developments
• Top participant companies
• Major announcements and project updates Deals & Contracts

M&A

• Venture finance Metrics & Policy Support
• Hydrogen index metrics
• Social media tracking
• International policy

List of Tables

List of Tables

• Major upcoming projects
• Main M&A deals based on value - Q4 2023
• Main venture finance deals based on value - Q4 2023

List of Figures

List of Figures

• Key takeaways from the quarter
• Active and announced capacity by project stage
• Regional breakdown of upcoming capacity
• Top 10 upcoming low carbon hydrogen plants map
• Low carbon hydrogen capacity scenarios, 2020 - 2030
• Countries with the highest cumulative upcoming capacity
• Companies net capacity share
• Hydrogen deal trends quarterly comparison, Q4 2021 - Q4 2023
• M&A deal type, Q4 2021 - Q4 2023
• M&A deal value Q4 2021 - Q4 2023 US$m
• Quarterly venture finance US$m
• Funding by region index
• Theme mention in company filings index
• First time funded companies and total funded companies
• Renewable energy topic mentions
• Total hydrogen posts by company
• Total hydrogen posts by country
• Hydrogen mentions by sector and country
• National hydrogen strategies, plans and roadmaps