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市場調查報告書
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1198078

天然氣市場增長、趨勢和預測的力量 (2023-2028)

Power-To-Gas Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

到今年年底，Power to Gas 的市場規模估計約為 3620 萬美元，預計在預測期內將以超過 50% 的複合年增長率增長。

COVID-19 對 2020 年的市場產生了負面影響。 市場現在處於大流行前的水平。

主要亮點

  • 從長遠來看，在脫碳方面取得進展以減少溫室氣體對氣候的影響以及由於可再生能源的出現而降低電力成本一直是市場的主要驅動力。
  • 另一方面，在不發達國家和發達國家，為天然氣廠安裝電力的初始成本高，而且需要增加甲烷和氫氣運輸管道基礎設施，預計這將減緩市場增長。
  • 在新興市場建設綠色氫基礎設施的力度越來越大，預計很快將為電力-天然氣市場參與者創造重大機遇。
  • 預計歐洲將主導電轉氣市場，其中大部分需求來自德國、法國和西班牙等國家/地區。

電力天然氣市場趨勢

氫能發電將成為增長最快的領域

  • 將電轉化為氫涉及多種技術，這些技術利用電進行電解，將水分解為氫和氧。 利用可再生能源生產的氫稱為綠氫，可用於儲存、運輸和使用可再生能源。 還可以使用現有的天然氣傳輸基礎設施以綠色氫的形式長距離傳輸能源。
  • 此外，目前還有近 350 個項目正在開發中，總容量為 54GW，預計到 2030 年將上線。 如果所有計劃項目按時上線，到 2030 年，電解槽的綠色氫供應量預計將達到每年 800 萬噸。
  • 電解槽產生的綠色氫氣可直接代替石油作為輕型汽車、火車、輪船等交通工具燃料，也可作為工業原料。 綠色氫燃料電池也可用於儲能。
  • 與目前的儲能技術相比，該技術具有更高的蓄電容量和更長的放電時間等優點。 氫氣也可以直接注入天然氣管網。 但是，由於安全和技術問題，注氫受到各國法規的限制。 例如，在英國，將氫氣注入天然氣管網的限值為 0.1%，而在荷蘭則為 12%。
  • 隨著太陽能和風能等可再生能源技術的成本不斷下降，電轉氣 (PtG) 技術等儲能技術正變得越來越有吸引力。 商業電解槽系統的裝機容量在過去幾年穩步增長。 市售的水電解技術數量有限，使用最廣泛的兩種是鹼性水電解 (AWE) 和質子交換膜 (PEM) 電解。
  • 因此，由於上述因素，預計在預測期內動力-氫能部分增長最快。

歐洲主導市場

  • 截至 2021 年，歐洲是電轉氣市場最大的地區之一。 該地區政府增加投資和資金正在推動市場。
  • 根據歐盟委員會的數據，到 2021 年，煉油行業將佔氫氣消耗量的 48%，其次是化肥和化工行業。
  • 德國是歐洲電力燃氣市場的主要國家之一。 截至 2020 年，德國有小型電力沙丘利用主要來自風能和太陽能項目的剩餘綠色電力進行電解，將水分解為氧氣和氫氣，生產零碳燃料。大約有 40 個氣試點項目。
  • 根據 DVGW (Deutscher Verein des Gas-und Wasserfaches)，德國的目標是為家庭、工廠和汽車開發零碳燃料，到 2023 年電轉氣容量達到 5GW，到 2050 年達到 40GW。他們正在計劃建造它。 因此，此類政府目標可能會在預測期內推動該地區的電力天然氣市場。
  • 2022 年 1 月，thyssenkrupp Uhde Chlorine Engineers 與殼牌簽署了荷蘭鹿特丹港大型項目“Hydrogen Holland I”的供貨協議。 根據合同，蒂森克虜伯伍德將設計、採購和製造一個基於其 20 兆瓦大型鹼性水電解模塊的 200 兆瓦電解裝置。 電解槽的初步建設由殼牌的最終投資決定 (FID) 發起，目標是在 2022 年底完成，然後在 2024 年投產。
  • 作為俄烏戰爭爆發後於 2022 年 5 月通過的協議的一部分，歐盟旨在通過增加可再生能源發電來減少俄羅斯對天然氣進口的過度依賴。 該計劃的關鍵思想之一是“氫加速器”戰略，其目標是到 2030 年在歐盟生產 1000 萬噸可再生氫並進口 1000 萬噸。 由於綠氫是可再生的，該計劃旨在支持歐盟的能源轉型，並為許多重工業的脫碳做出貢獻。
  • 同樣，2022 年 5 月，歐盟與歐洲電解槽製造商設定了一個目標，即到 2025 年將歐洲電解槽的產能從 175 萬千瓦/年增加到 1750 萬千瓦/年。我們制定了一個全行業的目標來提高這一目標。
  • 因此，由於上述因素，預計歐洲將在預測期內主導市場。

電力天然氣市場競爭對手分析

電轉氣市場適度整合。 主要競爭對手包括 Nel ASA、Sempra Energy、GRT Gaz SA、MAN Energy Solutions 和 Sunfire GmbH（排名不分先後）。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 本次調查的範圍
  • 研究假設和市場定義

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 介紹
  • 到 2027 年的市場規模和需求預測（單位：百萬美元）
  • 按地區和產能列出的現有電轉氣工廠
  • 近期趨勢和發展狀況
  • 政府法規和政策
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 按技術
    • 氫能發電
    • 甲烷發電
  • 按體積（僅限定性分析）
    • 1000KW以上
    • 100～1000KW
    • 小於 100KW
  • 最終用戶
    • 公共設施
    • 工業
    • 商業
  • 區域信息
    • 北美
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東

第六章競爭格局

  • 併購、合資、合作、協議
  • 主要參與者採用的策略
  • 公司簡介
    • Nel ASA
    • Sempra Energy
    • GRT Gaz SA
    • MAN Energy Solutions
    • Sunfire GmbH
    • Ineratec GmbH
    • Electrochaea GmbH
    • MicroPyros BioEnerTec GmbH
    • Siemens Energy AG
    • Hitachi Zosen Inova AG
    • AquahydreX Inc.

第7章 市場機會未來動向

簡介目錄
Product Code: 68840

The Power-to-Gas market size is estimated at about USD 36.2 million by the end of this year, registering a CAGR of more than 50% during the forecast period.

COVID-19 negatively impacted the market in 2020. Presently, the market has reached pre-pandemic levels.

Key Highlights

  • Over the long term, the major driving factors of the market were increasing decarbonization to reduce the impact of greenhouse gases on the climate and reduction in the cost of electricity with the advent of renewable energy sources.
  • On the flip side, high initial costs to set up power-to-gas plants and the need for additional transportation pipeline infrastructure in underdeveloped and developed economies for methane or hydrogen is expected to slow down the market growth.
  • Increasing initiatives in developing the infrastructure of green hydrogen in the emerging markets are expected to create vital opportunities for the power-to-gas market players soon.
  • Europe is expected to dominate the power to gas market, with most of the demand coming from countries like Germany, France, and Spain.

Power To Gas Market Trends

Power-to-hydrogen to be the Fastest-growing Segment

  • Power-to-hydrogen includes a range of technologies that utilize electricity to perform electrolysis and split water into hydrogen and oxygen. When hydrogen is manufactured using renewable energy, it is called green hydrogen and can be used to store, transport, and utilize renewable energy. This helps minimize variable renewable energy curtailment from sources such as wind and solar, provides long-term storage and grid-balancing services via electrolyzers, and uses existing gas transmission infrastructure for transporting energy in the form of green hydrogen over long distances.​
  • Additionally, nearly 350 projects with an aggregate capacity of 54 GW are currently under development and expected to come online by 2030; 40 other projects accounting for almost 35 GW capacity are in the early stages of development. If all planned projects are commissioned within time, it is expected that by 2030, the global green hydrogen supply from electrolyzers could reach 8 million tons per year.​
  • The green hydrogen produced by electrolyzers can also be used directly as a fuel for transport, replacing oil in light vehicles, railways, and marine applications, or as a feedstock for industrial applications. Green hydrogen fuel cells can also be used for energy storage. ​
  • The technology offers advantages over current energy storage technologies, such as higher power storage capacity and longer discharge times. Hydrogen can also be injected directly into natural gas grids. However, due to safety and technical concerns, hydrogen injection is subject to regulations and varies from country to country. For instance, the limit of hydrogen in natural gas grids in the United Kingdom is 0.1%, while it is 12% in the Netherlands.​
  • Due to the falling costs of renewable energy technologies like solar and wind, energy storage technologies like power-to-gas (PtG) technology are becoming increasingly attractive. The installed capacity of commercial electrolyzer systems has been growing steadily over the past few years. There are only a few commercially viable water electrolysis technologies, and the two most widely used technologies are alkaline water electrolysis (AWE) and proton exchange membrane (PEM) electrolysis.​
  • Therefore, owing to the above factors, the power-to-hydrogen segment is expected to be the fastest-growing segment over the forecast period.

Europe to Dominate the Market

  • As of 2021, Europe was one of the largest regions in the power-to-gas market. Increasing investments and funding grants by governments in the region are driving the market.
  • In 2021, according to the European Commission, the refinery sector accounted for 48% of the hydrogen consumption, followed by the fertilizers and chemical sectors.
  • Germany is one of the major countries in the European power-to-gas market. As of 2020, Germany was home to around 40 small power-to-gas pilot projects that harnessed surplus green power, mainly from wind and solar projects, to carry out electrolysis by splitting water into oxygen and hydrogen to produce zero-carbon fuel.
  • According to Deutscher Verein des Gas- und Wasserfaches (DVGW), Germany is planning to build a power-to-gas capacity of 5 GW by 2023 and 40 GW by 2050 as it seeks to develop zero-carbon fuels for homes, factories, and vehicles. Thus, such government targets are likely to boost the power-to-gas market in the region during the forecast period.
  • In January 2022, ThyssenKrupp Uhde Chlorine Engineers signed a supply contract with Shell for the large-scale project Hydrogen Holland I in Rotterdam, Netherlands port. Under the agreement, ThyssenKrupp Uhde will engineer, procure, and fabricate a 200 MW electrolysis plant based on their large-scale 20 MW alkaline water electrolysis module. The first construction work for the electrolysers that has begun with Shell's final investment decision (FID) to build the project is expected at the end of 2022, after which the intended start of production will be in 2024.
  • After the commencement of the Russian-Ukraine war, as a part of the passed in May 2022, the EU aims to reduce overreliance on Russian gas imports by increasing renewable energy generation. One of the primary tenets of the plan is the 'hydrogen accelerator' strategy, which aims to produce 10 million tonnes and import 10 million tonnes of renewable hydrogen into the EU by 2030. As green hydrogen is renewable, the plan aims to support the EU's energy transition and help in the decarbonisation of many heavy industries.
  • SImilarly, in May 2022, the EU set up a target with European electrolyzer manufacturers and set up an industry-wide target of increasing Europe's electrolyser manufacturing capacity from 1.75 GW/year to nearly ten times to 17.5 GW per year by 2025.
  • Thus, owing to the above factors, Europe is expected to dominate the market during the forecast period.

Power To Gas Market Competitor Analysis

The power-to-gas market is moderately consolidated in nature. Some of the major players in the market (in no particular order) include Nel ASA, Sempra Energy, GRT Gaz SA, MAN Energy Solutions, and Sunfire GmbH.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Study Assumptions and Market Definition

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD million till 2027
  • 4.3 List of Existing Power-to-gas Plants by Region and Capacity
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Technology
    • 5.1.1 Power-to-Hydrogen
    • 5.1.2 Power-to-Methane
  • 5.2 By Capacity (Qualitative Analysis Only)​
    • 5.2.1 More than 1000 KW
    • 5.2.2 100 to 1000 KW
    • 5.2.3 Less than 100 KW
  • 5.3 y End-User
    • 5.3.1 Utilities
    • 5.3.2 Industrial
    • 5.3.3 Commercial
  • 5.4 By Geography
    • 5.4.1 North America
    • 5.4.2 Europe
    • 5.4.3 Asia-Pacific
    • 5.4.4 South America
    • 5.4.5 Middle East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Nel ASA
    • 6.3.2 Sempra Energy
    • 6.3.3 GRT Gaz SA
    • 6.3.4 MAN Energy Solutions
    • 6.3.5 Sunfire GmbH
    • 6.3.6 Ineratec GmbH
    • 6.3.7 Electrochaea GmbH
    • 6.3.8 MicroPyros BioEnerTec GmbH
    • 6.3.9 Siemens Energy AG
    • 6.3.10 Hitachi Zosen Inova AG
    • 6.3.11 AquahydreX Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS