拉丁美洲氫能產業的成長機會：2025-2040年

Growth Opportunities in the Latin America Hydrogen Industry, 2025-2040

出版日期: 2026年08月12日 | 出版商:

Frost & Sullivan | 英文 78 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

2010年代末，氫能開始受到關注，拉丁美洲被視為一個高成長潛力的地區。該地區電力需求已高度依賴可再生能源（主要是水力發電），並且擁有巨大的太陽能和風能潛力，預計其生產成本將具有全球競爭力。歐洲國家已開始與主要國家簽署夥伴關係協議，但對美國的出口雖然蘊藏潛在的商機，進展卻十分緩慢。隨後，全球氫能產業發展動能放緩。造成這現象的原因之一是美國政府的更迭，另一個原因是整個全球價值鏈在降低成本方面所面臨的挑戰。本報告重點在於五個主要市場：阿根廷、巴西、智利、哥倫比亞和墨西哥。其中，巴西和智利處於領先地位。巴西擁有廣闊的國土和龐大的產業結構，能夠從氫能中獲益。該國面臨的最大限制因素是缺乏明確的氫氣生產目標。智利的風能和太陽能發電滲透率相對較高，並且擁有巨大的投資潛力來進一步提高這一比例。如果能夠建立一套清晰的認證體系，評估結果將會更加完善。除了這兩個國家之外，其他國家的前景黯淡。哥倫比亞可再生能源普及率很高，但面臨更廣泛的國內政治挑戰。墨西哥和阿根廷預計仍將高度依賴天然氣作為其能源結構的一部分，並且缺乏相應的支持。

When hydrogen gained traction in the late 2010s, Latin America was identified as a region with high growth potential. The region already generates a high percentage of its electricity from renewable energy (mainly hydropower), it has significant solar PV and wind potential that could be exploited, and production costs are forecasted to be globally competitive. European countries moved to sign partnership agreements with key countries, and while export to the United States is a potential business opportunity, progress has been slow. The global hydrogen industry has since lost momentum, in part because of the change in the administration in the United States, but also because cost reduction has proved to be a challenge throughout the value chain globally. This report focuses on five key country markets: Argentina, Brazil, Chile, Colombia, and Mexico. Of these, Brazil and Chile lead the pack. Brazil benefits from the size of the country, giving it a wide industrial profile that can benefit from hydrogen. The absence of a clear hydrogen production target is the largest restraint for the country. Chile has a relatively high penetration of electricity from wind and solar PV, and substantial investment potential to take this higher. Clear certification would improve its score. Beyond these two countries, the prospects diminish. Colombia has a high penetration of renewables but faces wider political internal challenges. Mexico and Argentina will remain heavily dependent on natural gas as part of their energy mix and have introduced almost no supportive policies.

Strategic Imperatives

Why is it increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Latin American Hydrogen Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Research Findings, Scope, Key Questions This Study Will Answer, Profiling Methodology, and Forecasting Assumptions

Key Insights
Key Insights - Country Rankings
Scope of Analysis
Key Questions This Study Will Answer
Profiling Methodology and Forecast Assumptions

Argentina

Regulatory Overview - Argentina
Ease of Market Access - Argentina
Physical Market Design - Argentina
Forecast Commentary - Argentina
Top Five Applications - Argentina
Country Ecosystem - Argentina

Brazil

Regulatory Overview - Brazil
Ease of Market Access - Brazil
Physical Market Design - Brazil
Alternative H2 Production Outlook - Brazil
Forecast Commentary - Brazil
Top Five Applications - Brazil
Country Ecosystem - Brazil

Chile

Regulatory Overview - Chile
Ease of Market Access - Chile
Physical Market Design - Chile
Alternative H2 Production Outlook - Chile
Forecast Commentary - Chile
Top Five Applications - Chile
Country Ecosystem - Chile

Colombia

Regulatory Overview - Colombia
Ease of Market Access - Colombia
Physical Market Design - Colombia
Alternative H2 Production Outlook - Colombia
Forecast Commentary - Colombia
Top Five Applications - Colombia
Country Ecosystem - Colombia

Mexico

Regulatory Overview - Mexico
Ease of Market Access - Mexico
Physical Market Design - Mexico
Alternative H2 Production Outlook - Mexico
Forecast Commentary - Mexico
Top Five Applications - Mexico
Country Ecosystem - Mexico

Growth Opportunity Universe

Growth Opportunity 1: Ammonia Anchored Export Corridor from Chile and Brazil
Growth Opportunity 2: Bio-Based Hydrogen from Brazilian Ethanol and Biogas Feedstock
Growth Opportunity 3: Domestic Refining and Fertilizer Decarbonization Retrofits