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市場調查報告書

氫經濟的跨領域的新興機會

Emerging Cross-Sector Opportunities in the Hydrogen Economy

出版商 Guidehouse Insights (formerly Navigant Research) 商品編碼 810800
出版日期 內容資訊 英文 17 Pages; 5 Tables, Charts & Figures
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氫經濟的跨領域的新興機會 Emerging Cross-Sector Opportunities in the Hydrogen Economy
出版日期: 2019年03月18日內容資訊: 英文 17 Pages; 5 Tables, Charts & Figures
簡介

本報告提供發展中的氫經濟互相連接調查分析,氫擾亂的市場,氫的價值鏈和地位,現有、計劃中的P2G計劃相關的系統性資訊。

隨著氫的使用案例增加,建立氫經濟的氣勢

  • 傳統的氫製造的未來變化中
  • 氫讓許多產業大廠混亂
  • 綠色氫分割能源交易和暖氣
  • 氫的價值鏈由於新加入廠商闖入而擴大

P2G部署趨勢,顯示迫近的商業性情形,部門間互相連接的恩惠

  • 氫的使用案例的說明
  • 電力的使用案例的說明
  • 新興P2G開發中,包含商品化的明確趨勢
  • 氫日益成為全球性商品

公共事業、開發業者、其他相關利益者,應該尋求跨領域的夥伴關係、機會

  • O&G企業
  • 天然氣的公共事業
  • 電力公司和電網業者
  • 再生能源開發業者和OEM
  • 燃料電池、電解槽供應商
  • 氫的相關利益者
目錄
Product Code: SI-EOHY-19

The hydrogen economy is seeing renewed interest and investment, driven by many factors. Policymakers are reacting to increasingly dire climate change warnings by supporting hydrogen as an emissions-cutting measure. Advancements in hydrogen production technologies such as electrolyzers and end-use technologies like fuel cells are improving the economics of hydrogen. As electric grids from China to Germany face growing renewables curtailment due to overproduction, some look to hydrogen power-to-gas (P2G) to capture economic value from the generation capacity that may otherwise become stranded.

The emerging hydrogen economy connects different sectors-such as electricity, transport, and industry-and growing activity across the energy value chain mirrors this reach. Incumbent fossil players like oil & gas companies and natural gas utilities are interested, both to limit the jarring impacts of decarbonization policies and grow revenue from potentially cleaner fossil fuel end products. Electric utilities may look to P2G electrolyzers as potential large loads to prop up load growth against declining demand.

This Navigant Research report analyzes the developing hydrogen economy and interconnections helping drive its business case. The study examines three areas: markets where hydrogen can be disruptive; the hydrogen value chain and positions of more than 200 companies active in hydrogen; and more than 70 existing and planned P2G projects summarized by use case. The report closes with recommendations for several groups of hydrogen stakeholders. Industrial gas companies, transportation players, and electrolyzer and fuel cell companies are among the company types discussed in this report.

Key Questions Addressed:

  • What new cross-sector opportunities exist in the emerging hydrogen economy?
  • What energy end uses may be disrupted by hydrogen?
  • What types of companies are becoming active in hydrogen, and why?
  • What are the use cases of power-to-gas (P2G) projects, and which will be more important in the future?
  • How should my company react to the hydrogen economy?

Who Needs This Report:

  • Electric utilities
  • Natural gas utilities
  • Oil & gas companies
  • Renewables developers
  • Fuel cell vendors
  • Electrolyzer vendors
  • Vehicle OEMs
  • Investor community

Table of Contents

Spark

Context

Recommendations

Momentum Builds for the Hydrogen Economy as Hydrogen Use Cases Proliferate

  • Traditional Hydrogen Production Pathways Are Changing
  • Hydrogen Could Disrupt Many Large Industries
    • Green Hydrogen Primed to Compete on Cost
      • How Industry and Transport Can Use Green Hydrogen
      • Competing with Grey Hydrogen for Industrial End Uses
      • Pursuing Cost Parity with Gasoline
      • Displacing Bunker Fuel for Maritime Transportation
    • Green Hydrogen Could Disrupt Energy Trade and Heating
      • Replacing Electrical Transmission for Renewables
      • Displacing Natural Gas in Global Energy Trade and End Uses
    • Analyzing Green Hydrogen Opportunities
  • The Hydrogen Value Chain Is Expanding as Entrants Pile In

P2G Deployment Trends Signal Imminent Commercial Status, a Boon for Sector Interconnection

  • Hydrogen Use Cases Explained
  • Electric Use Cases Explained
  • Emerging P2G Developments Include a Clear Trend Toward Commercialization
  • Hydrogen Will Become an Increasingly Global Commodity

Utilities, Developers, and Other Stakeholders Should Seek Cross-Sector Partnerships and Opportunities

  • O&G Companies Should Employ Incumbency Advantages
  • Natural Gas Utilities Should Embrace Hydrogen as Defense Against Decarbonization Policy Impacts
  • Electric Utilities and Grid Operators Should Use Hydrogen for Grid Support and Load Growth
  • Renewables Developers and OEMs Should Embrace the Potential of P2G
  • Fuel Cell and Electrolyzer Vendors Need to Focus on Scale and Cost
  • Hydrogen Stakeholders Should Lobby for a Level Regulatory Playing Field

List of Charts and Figures

  • Cost of Energy and Market Size, Select Markets: 2018
  • Hydrogen Value Chain Segments and Players
  • Membership in Eight Major Hydrogen Associations by Segment
  • Cumulative P2G Use Cases, Operating and Announced Projects, World Markets: 2011-2020
  • Selected Renewable Hydrogen Export Schemes, Feasibility Study Status, or Operating Schemes: 2019