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1372117

全球重整甲醇燃料電池 (RFMC) 市場 - 2023-2030

Global Reformed Methanol Fuel Cell (RFMC) Market - 2023-2030

出版日期: 2023年10月18日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

概述

全球重整甲醇燃料電池 (RFMC) 市場將於 2022 年達到 21 億美元，預計到 2030 年將達到 59 億美元，2023-2030 年預測期間年複合成長率為 16.2%。

由於對清潔高效能電源的需求不斷增加，全球改革甲醇燃料電池市場正在快速成長。甲醇的生產來源多種多樣，包括天然氣、煤炭、生質能、垃圾掩埋氣體和工業排放物。原料選擇的多樣性使甲醇成為一種用途廣泛且易於獲得的清潔能源。甲醇還可以用生質能等再生資源生產，進一步增強其環境永續性並減少碳足跡。

由於適用於船舶，甲醇作為船用燃料越來越受歡迎。它的成長是由國際監管變化推動的，這些變化對海運業施加了更嚴格的排放標準。甲醇的優點包括無硫、排放量低、與船用餾分燃料相比具有成本優勢，並且與液化天然氣或柴油相比，在國際海事組織(IMO) 能源效率設計指數(EEDI) 上獲得更高的分數。這些好處使甲醇成為航運業有吸引力的選擇，促進了市場的成長。

亞太地區預計將成為改革後的甲醇燃料電池市場最大的地區。甲醇作為運輸燃料在全球範圍內獲得了巨大的關注。據「甲醇研究所」報告稱，尤其是中國，已率先在其現有轎車、卡車和巴士中使用甲醇作為清潔燃燒燃料。甲醇約佔中國交通運輸燃料總量的7%。中國數十萬輛汽車已改用高比例甲醇燃料，包括純甲醇 (M100) 和 M85（85% 甲醇和 15% 汽油的混合物），這表明汽車行業對甲醇的接受度不斷提高。

動力學

清潔能源需求

隨著電動車對清潔能源的需求不斷成長，對改良甲醇燃料電池的需求也隨之增加，汽車產業正經歷一場綠色革命，努力減少溫室氣體排放和污染。交通運輸，特別是由內燃機驅動的車輛，對排放產生很大影響。全球各國政府都在推動尋找更乾淨的替代方案來應對氣候變遷。

甲醇在燃料電池（包括改良甲醇燃料電池）的發展中發揮著至關重要的作用。燃料電池利用甲醇作為氫載體，使其成為包括車輛推進在內的各種應用的理想選擇。甲醇的化學式為CH3OH，含有大量的氫，比正常條件下任何其他穩定液體都多。

例如，吉利控股集團旗下新能源商用車品牌法瑞森汽車推出了法瑞森G卡車產品系列，包括法瑞森G純電動重卡、法瑞森G甲醇混合動力重卡、法瑞森G甲醇混合動力重卡三款創新新能源產品。Farizon G改造甲醇燃料電池重卡。這些卡車基於Farizon開發的先進GXA-T架構，旨在為即將到來的第十九屆杭州亞運會期間的物流營運做出重大貢獻。

擴大甲醇作為氫載體的用途

改良甲醇燃料電池不斷成長的需求可歸因於氫載體。甲醇被認為是一種極其有效的氫載體，在單一醇分子中包裝了大量的氫。它的特點使其成為一種實用且有效的儲存和運輸氫氣的方法。與氣態氫不同，甲醇在環境條件下是液體，這簡化了其處理、儲存和運輸。可以利用支持全球甲醇貿易的現有基礎設施來實現這些目的。

甲醇重整器可以在使用時按需產生氫氣。它消除了與儲存和運輸氣態氫作為燃料的物流相關的複雜性和高成本。例如，e1 將宣布與亞洲重要的重型 (HD) 卡車製造商建立新的合作夥伴關係。雙方合作的重點可能是將 e1 的甲醇制氫產生器技術整合到 HD 卡車中，進一步擴大其技術在運輸領域的應用。

應對一氧化碳挑戰

改良氫燃料電池市場可能會受到改良氫燃料電池的顯著影響，這主要與甲醇重整產生的氫氣中存在一氧化碳（CO）有關。對於在低於 100 °C 的溫度下運行的質子交換膜 (PEM) 燃料電池催化劑來說，CO 是一種毒物。當氫燃料中存在 CO 時，會顯著降低 PEM 燃料電池的性能和效率。這是一個至關重要的問題，因為包括汽車燃料電池在內的許多燃料電池應用都在這個溫度範圍內運作。

為了在質子交換膜燃料電池中使用透過甲醇重整產生的氫氣，必須對重整氣體進行清潔以去除二氧化碳。額外的清潔步驟會降低該過程的整體效率。去除二氧化碳需要能源和資源，導致整個氫氣生產過程的效率較低。研究人員正在積極研究解決方案，以最大限度地減少或消除重整氫中的二氧化碳，以提高燃料電池系統的性能和效率。

The global reform methanol fuel cell market is growing rapidly due to the increasing demand for clean and efficient power sources. Methanol can be produced from various sources, including natural gas, coal, biomass, landfill gas and industrial emissions. It diversity of feedstock options makes methanol a versatile and readily available clean energy source. Methanol can also be produced from renewable resources like biomass, further enhancing its environmental sustainability and reducing its carbon footprint.

Methanol is gaining traction as a marine fuel due to its suitability for ships. It growth is driven by international regulatory changes that impose stricter emissions standards on the maritime industry. Methanol's advantages include being sulfur-free, producing low emissions, offering cost advantages compared to marine distillate fuel and achieving a higher score on the International Maritime Organization's (IMO) energy efficiency design index (EEDI) compared to LNG or diesel. The benefits make methanol an attractive option for the shipping sector, contributing to the market's growth.

Asia-Pacific is expected to be the largest region in the reformed methanol fuel cell market. Methanol has gained significant traction as a transportation fuel globally. According to the "Methanol Institute" report, China, in particular, has taken the lead in using methanol as a clean-burning fuel in its existing cars, trucks and buses. Approximately 7% of China's total transportation fuel pool is represented by methanol. The conversion of hundreds of thousands of vehicles in China to run on high-proportion methanol fuels, including neat methanol (M100) and M85 (a blend of 85% methanol and 15% gasoline), demonstrates the growing acceptance of methanol in the automotive sector.

Dynamics

Clean Energy Demand

With the growing demand for clean energy in EVs increasing the demand for reformed methanol fuel cells, the automotive industry is undergoing a green revolution as it strives to reduce greenhouse gas emissions and pollution. Transportation, particularly vehicles powered by internal combustion engines, contributes significantly to emissions. Governments globally are pushing for cleaner alternatives to combat climate change.

Methanol plays a crucial role in the development of fuel cells, including reformed methanol fuel cells. The fuel cells utilize methanol as a hydrogen carrier, making it an ideal option for various applications, including vehicle propulsion. Methanol, with its chemical formula CH3OH, contains a significant amount of hydrogen, more than any other stable liquid under normal conditions.

For instance, Farizon Auto, a new energy commercial vehicle brand under the Geely Holding Group, has introduced the Farizon G Truck Product Series featuring three innovative new energy products: the Farizon G pure electric heavy truck, the Farizon G methanol hybrid heavy truck and the Farizon G reformed methanol fuel cell heavy truck. The trucks, based on the advanced GXA-T architecture developed by Farizon, are designed to contribute significantly to logistics operations during the upcoming 19th Hangzhou Asian Games.

Expanding Use of Methanol as a Hydrogen Carrier

The growing demand for reformed methanol fuel cells can be attributed to a hydrogen carrier. Methanol is recognized as an extremely efficient hydrogen carrier, packing a significant amount of hydrogen within a single alcohol molecule. It feature makes it a practical and efficient means of storing and transporting hydrogen. Unlike gaseous hydrogen, methanol is a liquid at ambient conditions, which simplifies its handling, storage and transportation. Existing infrastructure supporting the global trade of methanol can be leveraged for these purposes.

Methanol reformers can generate hydrogen on demand at the point of use. It eliminates the complexity and high costs associated with the logistics of storing and transporting gaseous hydrogen as a fuel. For instance, e1 is set to announce a new partnership with a significant Asian vehicle manufacturer of heavy-duty (HD) trucks. It partnership is likely to focus on the integration of e1's methanol to H2-generator technology into HD trucks, further expanding the application of their technology in the transportation sector.

Addressing Carbon Monoxide Challenges

The reformed hydrogen fuel cell market can be significantly impacted by the, reformed hydrogen fuel cells primarily related to the presence of carbon monoxide (CO) in the hydrogen produced through methanol reforming. CO is a poison for proton exchange membrane (PEM) fuel cell catalysts operating at temperatures below 100 °C. When CO is present in the hydrogen fuel, it can significantly degrade the performance and efficiency of PEM fuel cells. It is a critical concern because many fuel cell applications, including automotive fuel cells, operate in this temperature range.

To use hydrogen produced through methanol-reforming in PEM fuel cells, the reformed gas must be cleaned to remove CO. It additional cleaning step reduces the overall efficiency of the process. Energy and resources are required to remove CO, making the overall hydrogen production process less efficient. Researchers are actively working on solutions to minimize or eliminate CO in reformed hydrogen to improve the performance and efficiency of fuel cell systems.

Segment Analysis

The global reformed methanol fuel cell market is segmented based on component, application and region.

Methanol Reformers: Pioneering Clean Energy in the Reformed Methanol Fuel Cell Market

Methanol reformer is the major component in the methanol-reformed fuel cell market, methanol reformers efficiently produce hydrogen gas (H2) from methanol (CH3OH) and water (H2O). It hydrogen can then be used as a clean fuel source for fuel cells to generate electricity. Methanol reformers are suitable for a variety of applications, including portable electronic devices, backup power systems, stationary power generation and transportation. Its versatility has expanded their market reach.

Ongoing research and development efforts have improved the efficiency and reliability of methanol reformers. The advancements have contributed to the growth of the methanol-reformer segment in the reformed methanol fuel cell market. Methanol can be distributed using existing fuel supply chains, making it readily available for various end-users and applications.

Geographical Penetration

Asia-Pacific's Growing Role in the Reformed Methanol Fuel Cell Market

Asia-Pacific is experiencing significant growth in the reformed methanol fuel cell market. The Chinese government has set ambitious carbon goals, including reaching carbon neutrality by 2060. To achieve these targets, China is actively exploring alternative fuels like methanol. The government's support for methanol cars and related industries demonstrates its commitment to this transition.

In 2019, the Chinese national government released a policy supporting methanol fuel, particularly in public transport, taxis and government vehicles. Local officials have also started offering subsidies to methanol car buyers and supporting gas stations in providing methanol fuel. Also, the number of EVs in region has grown significantly in the past decade, while methanol cars are still relatively limited in number.

Competitive Landscape

The major global players in the market include: SFC Energy AG, EFOY Pro, SerEnergy A.S, Blue World Technologies, Fujikura Ltd., Toshiba Corporation, Oorja photonics inc., ULTRACELL LLC.

COVID-19 Impact Analysis:

COVID-19 pandemic made a significant impact on the methanol fuel cell market, pandemic led to a significant reduction in demand for hydrogen, particularly in sectors such as oil refining, the chemical industry and steel manufacturing. The industries, which are major consumers of hydrogen, experienced disruptions and reduced production due to lockdowns and decreased economic activity. As a result, demand for key chemicals produced using hydrogen, including methanol, dropped by 7%.

Prior to the pandemic, there was strong momentum in the development and adoption of low-carbon forms of hydrogen, including hydrogen fuel-cell vehicles and electrolysis capacity. However, the crisis disrupted supply chains, delayed projects and impacted investment in these technologies. Sales of hydrogen fuel-cell vehicles and the deployment of electrolyzer capacity faced challenges, potentially slowing down the growth of these sectors.

Russia-Ukraine War Impact

The Russia-Ukraine war made a significant impact on the reformed methanol fuel cell market. The conflict in Ukraine has drawn attention to the importance of an orderly energy transition, especially in the maritime industry. With international environmental regulations becoming more stringent, there is a growing need for cleaner marine fuels and methanol is emerging as a viable option.

The Russia-Ukraine conflict has raised concerns about energy security, especially for the European Union (EU), a major buyer of Russian gas. Countries, particularly Germany, are reconsidering their reliance on cheap Russian gas and exploring alternative energy sources, including cleaner marine fuels like methanol. War has underscored the importance of an orderly energy transition, driving interest in cleaner marine fuels like methanol.

By Component

Methanol reformer
Fuel cell stack
Membrane
Cathode and anode
Bipolar plates

By Application

Portable
Stationary
Transportation
Military Vehicle
Others

By Region

North America
- U.S.
- Canada
- Mexico

Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe

South America
- Brazil
- Argentina
- Rest of South America

Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific

Middle East and Africa

Key Developments

In June 2023, Farizon Auto, a new energy commercial vehicle brand under Geely Holding Group, introduced three new energy heavy trucks as part of its Farizon G Truck Product Series. The trucks represent advancements in sustainable transportation. It heavy truck utilizes reformed methanol fuel cell technology, showcasing a commitment to innovative solutions in the field of new energy vehicles. It likely combines the advantages of methanol fuel cells with reformed methanol for improved efficiency and reduced emissions.
In May 2022, Aalborg University and Blue World Technologies collaborated on a hybrid reformed methanol fuel cell system combining a methanol fuel cell and a battery for telecom power backup. With the global telecommunications industry's growing power demands, especially with 5G technology, this hybrid system aims to provide a greener and more efficient solution than traditional backup systems. Methanol fuel cells offer a practical and environmentally friendly approach to ensure network stability.
In July 2023, German fuel cell supplier SFC Energy (SFC) initiated the production of hydrogen and methanol fuel cells at its manufacturing facility in New Delhi/Gurgaon, India. It development underscores the growing importance of fuel cell technology and its role in decarbonizing industry and energy production, particularly in the context of India's sustainable manufacturing goals.

Why Purchase the Report?

To visualize the global reformed methanol fuel cell market segmentation based on component, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of reformed methanol fuel cell market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global reformed methanol fuel cell market report would provide approximately 48 tables, 49 figures and 195 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Component
3.2. Snippet By Application
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Clean Energy Demand
  - 4.1.1.2. Expanding the Use of Methanol as a Hydrogen Carrier
- 4.1.2. Restraints
  - 4.1.2.1. Addressing Carbon Monoxide Challenges
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia - Ukraine War Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Component

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 7.1.2. Market Attractiveness Index, By Component
7.2. Methanol Reformer*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Fuel Cell Stack
7.4. Membrane
7.5. Cathode and Anode
7.6. Bipolar Plates

8. By Application

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2. Market Attractiveness Index, By Application
8.2. Portable*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Stationary
8.4. Transportation
8.5. Military Vehicle
8.6. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. SFC Energy AG*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. EFOY Pro
11.3. SerEnergy A.S
11.4. Blue World Technologies
11.5. Fujikura Ltd.
11.6. Toshiba Corporation
11.7. Oorja Photonics Inc.
11.8. ULTRACELL LLC

LIST NOT EXHAUSTIVE

12. Appendix

12.1. About Us and Services
12.2. Contact Us

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