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市場調查報告書
商品編碼
1876136
藍氫市場規模、佔有率、成長及全球產業分析:依類型、應用和地區劃分的洞察與預測(2024-2032)Blue Hydrogen Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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隨著各產業轉型為低碳能源以實現全球脫碳目標,全球藍氫市場正蓬勃發展。根據 Fortune Business Insights 預測,2024 年全球藍氫市場規模預計將達到 24.2 億美元,2025 年將達到 25.1 億美元。預計到 2032 年,該市場將進一步成長至 43.1 億美元,預測期內複合年增長率 (CAGR) 為 8.04%。北美地區憑藉豐富的天然氣資源、完善的碳捕獲基礎設施以及政府推動低碳氫化合物應用的利好政策,在 2024 年佔全球市場 80.99% 的佔有率。
市場動態
氣候政策的加強與淨零排放目標推動需求成長
全球為實現淨零碳排放所做的努力正在推動對藍氫生產的大規模投資,將其視為一種可行的過渡燃料。藍氫是透過蒸汽重整 (SMR) 或自熱重整 (ATR) 製程處理天然氣,並結合碳捕獲與封存 (CCS) 技術而生產的,它是一種可擴展、經濟高效的低碳能源。北美、歐洲和亞太地區的各國政府都將氫能作為其能源轉型策略的關鍵組成部分。藍氫能夠捕獲和儲存高達 90% 的二氧化碳排放,這使其成為尋求滿足全球排放標準的行業的理想解決方案。
工業脫碳加速市場擴張
煉油廠、鋼鐵廠和化工企業等難以減碳的產業正擴大採用藍氫來減少碳足跡。氫氣的高能量密度和與現有基礎設施的兼容性使其成為切實可行的脫碳選擇。由於氫氣在煉油廠中作為加氫處理和脫硫的原料,以及在化學工業中作為氨和甲醇生產的原料,工業對氫氣的需求持續成長。這些產業對藍氫的日益普及鞏固了其作為全球工業轉型關鍵組成部分的地位。
阻礙因素-向綠色氫的過渡
儘管藍氫具有諸多優勢,但它也面臨著來自綠氫快速增長的挑戰。綠色氫是透過再生能源電解生產的,被認為是一種零排放燃料。再生能源成本的下降以及政府對綠氫生產的激勵措施可能會限制藍氫的長期應用。中國等國家目前約99%的氫氣來自化石燃料,它們正大力投資再生氫能項目以實現碳中和,這給藍氫生產商帶來了競爭。
機會-擴大碳捕獲和基礎設施
碳捕獲與封存(CCS)技術的可擴展性對於藍氫的成功至關重要。全球對CCS設施和氫能樞紐的投資正在不斷擴大,從而能夠有效地捕獲和封存氫氣生產過程中產生的二氧化碳排放。將CCS與天然氣基礎設施結合可以提高成本效益,加速藍氫在運輸、發電和重工業領域的應用。
挑戰:高能源需求與甲烷外洩
藍氫生產需要消耗大量能源,其天然氣消耗量比灰氫高出約25%。雖然CCS可以減少氫重整過程中的排放,但它無法解決上游排放問題,例如天然氣開採和運輸過程中的甲烷外洩。這些挑戰凸顯了持續技術創新對於提高製程效率和最大限度減少環境影響的必要性。
市場趨勢
從高碳氫化合物轉換到低碳氫化合物
藍氫正成為灰氫和綠氫之間的橋樑,為實現完全脫碳提供了一條經濟高效的轉型路徑。由於再生氫的成本仍然居高不下,藍氫提供了利用現有天然氣和管道基礎設施的短期解決方案。雖然綠色氫在全球範圍內不斷發展,但各國政府和企業越來越重視藍氫,將其視為建構氫能經濟的戰略推動力。
依技術劃分-蒸汽重整 (SMR) 引領市場
由於蒸汽重整 (SMR) 技術已被證明具有可靠性和可擴展性,預計該技術將在 2024 年佔市場主導地位,並在 2032 年之前保持領先地位。此製程廣泛應用於工業製氫,與碳捕集與封存(CCS)技術結合使用時,可捕獲超過90%的二氧化碳排放。自熱裂解(ATR)製程因其在大型專案中的高效性和熱管理優勢而備受關注,並有望在未來十年成為新興選擇。
依應用領域劃分-煉油廠仍是最大的終端使用者領域
截至2024年,煉油廠佔了大部分市場佔有率,這主要歸功於氫氣在加氫脫硫製程的廣泛應用,該製程用於去除燃料中的硫。藍氫有助於滿足更嚴格的排放法規,同時提高煉油廠的效率。化學工業也是主要的消費產業,氫氣是氨和甲醇生產的關鍵原料。不斷擴展的工業應用,包括煉鋼和合成燃料生產,進一步鞏固了藍氫在工業領域的地位。
北美引領全球市場
得益於豐富的天然氣資源和強有力的政策框架,北美在2024年佔了全球藍氫市場80.99%的佔有率。美國和加拿大已啟動聯邦氫能戰略,強調低碳氫化合物是實現淨零排放目標的關鍵支柱。美國 "國家清潔氫能戰略與路線圖(2023)" 旨在2035年實現無碳電網,到2050年實現淨零排放經濟,並加速對藍氫生產設施的投資。
歐洲-拓展氫能基礎設施
歐洲對能源獨立和永續發展的重視正在推動藍氫的普及應用。歐盟的 "氫能戰略" 和 "RePowerEU" 倡議正在推廣低碳氫化合物能,將其作為天然氣進口的替代方案。 德國、英國和荷蘭等國正在建造大型氫能項目,並配備碳捕獲、利用和封存(CCUS)設施。
亞太地區-快速工業化推動應用
由於快速工業化和能源需求不斷增長,亞太地區正在崛起為快速成長的市場。中國、日本和韓國等國正將氫能納入其脫碳框架。作為全球最大的氫氣生產國,中國正在推動其化學、鋼鐵和煉油產業從灰氫轉型為藍氫,並大力投資於碳捕獲、封存(CCS)一體化生產。
世界其他地區-逐步推進
中東、非洲和拉丁美洲正在逐步引入藍氫,並將投資重點放在開發出口導向氫氣和氨項目上。例如,阿聯酋塔齊茲工業化工區已撥款 20 億美元用於 EPC 合同,計劃於 2024 年建成一座以藍氫為原料的氨出口設施。
The global blue hydrogen market is gaining strong momentum as industries worldwide shift toward low-carbon energy alternatives to meet decarbonization goals. According to Fortune Business Insights, the global blue hydrogen market size was valued at USD 2.42 billion in 2024, is projected to reach USD 2.51 billion in 2025, and is expected to grow significantly to USD 4.31 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 8.04% during the forecast period. The North American region leads the global market, holding 80.99% of the market share in 2024, supported by vast natural gas resources, robust carbon capture infrastructure, and favorable government policies that accelerate low-carbon hydrogen adoption.
Market Dynamics
Rising Climate Policies and Net-Zero Goals Fuel Demand
The global commitment toward achieving net-zero carbon emissions is driving large-scale investment in blue hydrogen production as a viable transitional fuel. Blue hydrogen, produced from natural gas through Steam Methane Reforming (SMR) or Auto Thermal Reforming (ATR) combined with carbon capture and storage (CCS), provides a scalable and cost-effective low-carbon energy source. Governments in North America, Europe, and Asia Pacific are prioritizing hydrogen as a critical part of their energy transition strategies. The ability of blue hydrogen to capture and store up to 90% of CO2 emissions makes it an attractive solution for industries striving to comply with global emission standards.
Industrial Decarbonization Accelerates Market Expansion
Hard-to-abate industries such as refineries, steel manufacturing, and chemicals are adopting blue hydrogen to lower their carbon footprint. Hydrogen's high energy density and compatibility with existing infrastructure make it a practical choice for decarbonization. Industrial hydrogen demand continues to rise due to its role in hydroprocessing and desulfurization in refineries and as a feedstock for ammonia and methanol production in the chemical industry. The increasing adoption of blue hydrogen in these sectors supports its position as a key component of global industrial transformation.
Restraints - Shift Toward Green Hydrogen
Despite its advantages, blue hydrogen faces challenges from the rapid growth of green hydrogen, which is produced through renewable-powered electrolysis and considered a zero-emission fuel. Falling renewable energy costs and government incentives for green hydrogen production could limit long-term blue hydrogen adoption. Countries such as China, which currently produces around 99% of its hydrogen from fossil fuels, are investing heavily in renewable hydrogen projects to achieve carbon neutrality, creating competitive pressure on blue hydrogen producers.
Opportunities - Carbon Capture Expansion and Infrastructure Development
The scalability of carbon capture and storage (CCS) technology is central to blue hydrogen's success. Global investments in CCS facilities and hydrogen hubs are expanding, enabling the efficient capture and storage of CO2 produced during hydrogen generation. The integration of CCS with natural gas infrastructure enhances cost efficiency and supports blue hydrogen adoption for transportation, power generation, and heavy industries.
Challenges - High Energy Demand and Methane Leakage
Blue hydrogen production involves a high "energy penalty," consuming about 25% more natural gas than grey hydrogen. While CCS reduces emissions from hydrogen reforming, it does not address upstream emissions such as methane leakage during extraction and transportation of natural gas. These challenges underscore the need for ongoing innovation to improve process efficiency and minimize environmental impact.
Market Trends
Transition from Carbon-Intensive to Low-Carbon Hydrogen
Blue hydrogen is emerging as a bridge between grey and green hydrogen, offering a cost-effective, transitional pathway to full decarbonization. As the cost of renewable hydrogen remains high, blue hydrogen provides a near-term solution that leverages existing natural gas and pipeline infrastructure. Governments and corporations are increasingly viewing blue hydrogen as a strategic enabler for building the hydrogen economy while green hydrogen scales up globally.
By Technology - Steam Methane Reforming (SMR) Leads Market
The Steam Methane Reforming (SMR) segment dominated the market in 2024 and is expected to maintain its lead through 2032 due to its proven reliability and scalability. The process is widely used for industrial hydrogen production and can capture more than 90% of CO2 emissions when integrated with CCS technology. The Auto Thermal Reforming (ATR) process is gaining attention for its efficiency in large-scale projects and combined heat management advantages, positioning it as an emerging alternative in the next decade.
By Application - Refineries Remain the Largest End-Use Sector
In 2024, refineries held the dominant market share as hydrogen is extensively used in hydrodesulfurization to reduce sulfur in fuels. Blue hydrogen supports compliance with stricter emission regulations while improving refinery efficiency. The chemical industry is another major consumer, where hydrogen is essential for ammonia and methanol production. Increasing industrial applications, including steelmaking and synthetic fuel manufacturing, further strengthen blue hydrogen's industrial footprint.
North America Dominates Global Market
North America accounted for 80.99% of the global blue hydrogen market share in 2024, supported by abundant natural gas resources and strong policy frameworks. The U.S. and Canada have launched federal hydrogen strategies emphasizing low-carbon hydrogen as a key pillar in achieving net-zero goals. The U.S. National Clean Hydrogen Strategy and Roadmap (2023) aims for a carbon-free electricity grid by 2035 and a net-zero economy by 2050, accelerating investment in blue hydrogen production facilities.
Europe - Expanding Hydrogen Infrastructure
Europe's focus on energy independence and sustainability is strengthening blue hydrogen deployment. The European Union's Hydrogen Strategy and RePowerEU plan promote low-carbon hydrogen to replace natural gas imports. Countries such as Germany, the U.K., and the Netherlands are building large-scale hydrogen projects equipped with Carbon Capture, Utilization, and Storage (CCUS) facilities.
Asia Pacific - Rapid Industrialization Driving Adoption
Asia Pacific is emerging as a fast-growing market due to rapid industrialization and increasing energy demand. Countries including China, Japan, and South Korea are integrating hydrogen into their decarbonization frameworks. China, the world's largest hydrogen producer, is investing heavily in CCS-integrated production, transitioning from grey to blue hydrogen for chemicals, steel, and refinery sectors.
Rest of the World - Gradual Progress
Regions in the Middle East, Africa, and Latin America are adopting blue hydrogen gradually, with investments focused on developing export-oriented hydrogen and ammonia projects. The TA'ZIZ Industrial Chemicals Zone in the UAE, for example, allocated USD 2 billion in 2024 for EPC contracts to develop a blue hydrogen-based ammonia export facility.
Competitive Landscape
The global market is moderately consolidated, with key players investing in R&D, partnerships, and new projects to enhance production efficiency and sustainability. Leading companies include:
Recent Developments:
Conclusion
The global blue hydrogen market, expanding from USD 2.42 billion in 2024 to USD 4.31 billion by 2032, is positioned as a cornerstone of the global clean energy transition. As governments and industries pursue net-zero goals, blue hydrogen serves as a practical bridge fuel-balancing environmental benefits, cost efficiency, and scalability. Supported by advancements in carbon capture technology, strategic investments, and policy-driven initiatives, blue hydrogen is set to play a pivotal role in reshaping the future of global energy systems.
Segmentation By Technology
By Application
By Region