石油煉製氫市場機會、成長動力、產業趨勢分析及2025-2034年預測

2024 年全球石油煉製氫市場價值為 1,396 億美元，預計到 2034 年將以 12.6% 的複合年成長率成長，達到 4,247 億美元。全球能源格局的快速轉型正引導石油煉製產業走向永續解決方案，而氫能成為這項轉變的關鍵組成部分。隨著各國致力於實現淨零目標並推出更嚴格的環境法規，煉油廠面臨降低排放和採用更清潔燃料生產技術的巨大壓力。氫氣在應對這些挑戰中發揮關鍵作用，特別是在生產超低硫柴油 (ULSD) 和其他低排放燃料所必需的加氫處理和加氫裂解過程中。

隨著全球燃料標準日益嚴格，煉油廠正在積極投資先進的氫氣生產技術，以保持競爭力並支持永續發展目標。對氫氣日益成長的依賴不僅是由法規遵從性所驅動，也是由在油價波動和地緣政治風險上升的背景下對高效運作、更高燃料品質和更高能源安全的需求所驅動。全球對清潔能源和循環經濟的重視繼續推動對氫能基礎設施、研發以及主要企業之間的戰略合作的投資。

由於全球向清潔能源轉變，對超低硫柴油和低排放燃料的需求不斷成長，這仍然是加速石油煉製中氫氣需求的主要因素。先進的加氫處理技術可以減少原油中的雜質，進一步提高氫氣的利用率。催化劑性能和製程設計的不斷創新正在提高氫氣效率，使煉油廠能夠提高高品質燃料的產量，同時最大限度地減少對環境的影響。隨著永續性成為商業的當務之急，氫氣的應用在煉油產業繼續受到青睞。

隨著該產業優先考慮脫碳和使用再生能源，預計到 2034 年綠色氫能領域將創造 922 億美元的收入。綠色氫氣因其零排放特性而越來越受到青睞，煉油廠的運作也與國際氣候框架保持一致。人們對化石燃料依賴和全球能源市場波動的擔憂加劇了這一趨勢，推動了人們對在地化、再生氫源的興趣，以建立更具彈性的供應鏈。

預計到 2034 年，灰色氫氣領域的市場規模將達到 2,850 億美元，這得益於其成本效益和完善的基礎設施。由於對現有作業所需改變很小，煉油廠在加氫處理和加氫裂解過程中繼續青睞使用灰氫。它在滿足硫含量規定和保持工藝效率方面發揮著至關重要的作用。

美國石油煉製氫市場價值 88 億美元，在各州和聯邦政府關注氣候中和的舉措的推動下，該市場正在穩步成長。在公私合作夥伴關係的支持下，對電解和氫氣研發的投資正在幫助降低綠色氫氣的成本並擴大其在美國煉油廠的應用。

主要市場參與者包括殼牌全球、英國石油、中國石油、信實工業、埃克森美孚、沙烏地阿美、梅塞爾集團、Nel Hydrogen、雪佛龍公司和印度石油公司。這些公司正在推動氫氣生產技術，提高生產能力，並建立戰略合作夥伴關係，以支持綠色氫能專案並滿足全球對清潔能源的需求。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統
• 監管格局
• 產業衝擊力
  • 成長動力
  • 產業陷阱與挑戰
• 成長潛力分析
• 波特的分析
  • 供應商的議價能力
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
• PESTEL分析

第4章：競爭格局

• 介紹
• 戰略儀表板
• 創新與技術格局

第5章：市場規模及預測：依類型，2021 - 2034

• 主要趨勢
• 灰色的
• 藍色的
• 綠色的

第6章：市場規模及預測：依地區，2021 - 2034

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
  • 墨西哥
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
  • 荷蘭
  • 俄羅斯
• 亞太地區
  • 中國
  • 日本
  • 印度
  • 澳洲
• 中東和非洲
  • 沙烏地阿拉伯
  • 伊朗
  • 阿拉伯聯合大公國
  • 南非
  • 卡達
  • 科威特
• 拉丁美洲
  • 智利
  • 巴西
  • 阿根廷

第7章：公司簡介

• BP
• ExxonMobil
• Chevron Corporation
• Indian Oil Corporation
• Messer Group
• Nel Hydrogen
• PetroChina
• Reliance Industries
• Saudi Aramco
• Shell Global

The Global Petroleum Refining Hydrogen Market was valued at USD 139.6 billion in 2024 and is estimated to grow at a CAGR of 12.6% to reach USD 424.7 billion by 2034. The rapid transformation of the global energy landscape is steering the petroleum refining industry toward sustainable solutions, with hydrogen emerging as a crucial component in this shift. As countries commit to net-zero goals and introduce stricter environmental mandates, refineries are under mounting pressure to lower emissions and adopt cleaner fuel production techniques. Hydrogen plays a pivotal role in meeting these challenges, especially in hydrotreating and hydrocracking processes that are essential for producing ultra-low sulfur diesel (ULSD) and other low-emission fuels.

With global fuel standards becoming increasingly stringent, refineries are actively investing in advanced hydrogen production technologies to maintain competitiveness while supporting sustainability goals. This growing dependency on hydrogen is not only driven by regulatory compliance but also by the demand for high-efficiency operations, greater fuel quality, and improved energy security amid fluctuating oil prices and rising geopolitical risks. The global emphasis on clean energy and circular economies continues to drive investments into hydrogen infrastructure, R&D, and strategic collaborations among leading players.

The rising demand for ULSD and low-emission fuels, fueled by the global shift toward cleaner energy sources, remains a primary factor accelerating hydrogen demand in petroleum refining. Advanced hydroprocessing technologies that reduce impurities in crude oil are further enhancing hydrogen utilization. Continuous innovations in catalyst performance and process design are enabling higher hydrogen efficiency, allowing refineries to boost the production of high-quality fuels while minimizing environmental impact. As sustainability becomes a business imperative, hydrogen adoption continues to gain traction across the refining sector.

The green hydrogen segment is expected to generate USD 92.2 billion by 2034, as the industry prioritizes decarbonization and the use of renewable energy. Green hydrogen is increasingly preferred due to its zero-emission profile, with refineries aligning operations with international climate frameworks. This trend is reinforced by concerns surrounding fossil fuel dependency and the volatility of global energy markets, driving interest in localized, renewable hydrogen sources to build more resilient supply chains.

The grey hydrogen segment is projected to reach USD 285 billion by 2034, supported by its cost-effectiveness and established infrastructure. Refineries continue to favor grey hydrogen in hydrotreating and hydrocracking processes due to the minimal changes required in existing operations. Its role remains critical in meeting sulfur content regulations while maintaining process efficiency.

The U.S. Petroleum Refining Hydrogen Market, valued at USD 8.8 billion in 2022, is witnessing steady growth amid state and federal initiatives focused on climate neutrality. Investments in electrolysis and hydrogen R&D, backed by public-private partnerships, are helping reduce the cost of green hydrogen and expanding its adoption across U.S. refineries.

Major market players include Shell Global, BP, PetroChina, Reliance Industries, ExxonMobil, Saudi Aramco, Messer Group, Nel Hydrogen, Chevron Corporation, and Indian Oil Corporation. These companies are advancing hydrogen production technologies, increasing production capacities, and forging strategic partnerships to support green hydrogen projects and meet the global demand for cleaner energy.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
• 1.2 Base estimates & calculations
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem
• 3.2 Regulatory landscape
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
  • 3.3.2 Industry pitfalls & challenges
• 3.4 Growth potential analysis
• 3.5 Porter's analysis
  • 3.5.1 Bargaining power of suppliers
  • 3.5.2 Bargaining power of buyers
  • 3.5.3 Threat of new entrants
  • 3.5.4 Threat of substitutes
• 3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

• 4.1 Introduction
• 4.2 Strategic dashboard
• 4.3 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Type, 2021 - 2034 (USD Billion & MT)

• 5.1 Key trends
• 5.2 Grey
• 5.3 Blue
• 5.4 Green

Chapter 6 Market Size and Forecast, By Region, 2021 - 2034 (USD Billion & MT)

• 6.1 Key trends
• 6.2 North America
  • 6.2.1 U.S.
  • 6.2.2 Canada
  • 6.2.3 Mexico
• 6.3 Europe
  • 6.3.1 Germany
  • 6.3.2 UK
  • 6.3.3 France
  • 6.3.4 Italy
  • 6.3.5 Netherlands
  • 6.3.6 Russia
• 6.4 Asia Pacific
  • 6.4.1 China
  • 6.4.2 Japan
  • 6.4.3 India
  • 6.4.4 Australia
• 6.5 Middle East & Africa
  • 6.5.1 Saudi Arabia
  • 6.5.2 Iran
  • 6.5.3 UAE
  • 6.5.4 South Africa
  • 6.5.5 Qatar
  • 6.5.6 Kuwait
• 6.6 Latin America
  • 6.6.1 Chile
  • 6.6.2 Brazil
  • 6.6.3 Argentina

Chapter 7 Company Profiles

• 7.1 BP
• 7.2 ExxonMobil
• 7.3 Chevron Corporation
• 7.4 Indian Oil Corporation
• 7.5 Messer Group
• 7.6 Nel Hydrogen
• 7.7 PetroChina
• 7.8 Reliance Industries
• 7.9 Saudi Aramco
• 7.10 Shell Global