現場太陽能電子燃料市場機會、成長促進因素、產業趨勢分析及預測（2025-2034年）

On-site Solar E-Fuel Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年11月07日 | 出版商:

Global Market Insights Inc. | 英文 136 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024 年全球現場太陽能電子燃料市場價值為 44 億美元，預計到 2034 年將以 31.4% 的複合年成長率成長至 660 億美元。

全球對航空、重型運輸和海運等挑戰性產業的脫碳承諾日益增強，推動了對太陽能衍生再生電子燃料的需求。這些產業的電氣化路徑有限，因此合成燃料成為實現淨零排放目標的關鍵解決方案。包括碳定價和燃料摻混強制令在內的全球監管框架正在加速向清潔能源轉型。太陽能電子燃料利用再生太陽能將二氧化碳和水轉化為碳氫化合物，符合環境和能源安全目標。太陽能製液製程（例如太陽能熱化學轉化和電化學轉化）的持續技術進步正在提高系統效率和商業可行性。固體氧化物電解槽和高溫反應器等先進技術的應用，能夠將太陽能直接轉化為合成氣，然後將其提煉成液體燃料。將碳捕獲系統與太陽能電子燃料設施結合，有助於建立閉迴路碳循環，在減少排放的同時確保可靠的碳原料供應。這種整合符合循環碳經濟原則，並提升了電子燃料生產的整體永續性。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	44億美元
預測值	660億美元
複合年成長率	31.4%

2024年，電子甲醇市佔率達到25.5%，預計到2034年將以31.7%的複合年成長率成長。其快速擴張主要得益於工業和船舶脫碳應用領域對電子甲醇需求的不斷成長。作為一種首選的太陽能電子燃料，電子甲醇在儲存、運輸和引擎相容性方面具有優勢。將電解和二氧化碳利用相結合的大規模生產項目，為尋求再生能源解決方案的高排放產業提供了一種切實可行且可擴展的替代方案。

預計到2034年，汽車產業將以33%的年成長率成長，因為太陽能衍生的電子燃料正逐漸成為內燃機汽車脫碳的可行過渡方案。汽車製造商和能源開發商正積極投資建設示範設施，以評估現場太陽能電子燃料技術的可擴展性和成本效益，尤其是在太陽能資源豐富的地區。

美國現場太陽能電子燃料市場預計在2024年達到10億美元規模。在聯邦政府激勵措施和企業永續發展目標的支持下，美國太陽能電子燃料計畫正蓬勃發展。美國《通貨膨脹控制法案》及其相關政策，以及各州的再生能源強制規定，顯著加速了太陽能製氫和電轉液系統的普及應用。

全球現場太陽能電燃料市場的主要企業包括Carbon Recycling International、Spark e-Fuels、Aether Fuels、Synhelion、INERATEC、馬士基、Circularity Fuels、Liquid Wind、Dioxycle、MAN Energy Solutions、Sunfire、Renewable Hydrogen Canada、Prometheus Fuels、Fuels、FuelszFuxS、SIntel、Eelel、Meleltys、Aelty Energys、Fuelsz素、iIntel、Eelelss、Aeltys、游泳szanz、Orates、kIntel） Energy。這些領導企業正致力於策略合作、技術整合和產能擴張，以鞏固其市場地位。許多公司正與能源生產商和工業終端用戶結盟，共同開發商業規模的太陽能電燃料工廠。對先進電解槽系統、太陽能反應器效率和二氧化碳利用技術的投資，正在提升生產性能和成本競爭力。

The growing global commitment to decarbonization across challenging sectors such as aviation, heavy transportation, and maritime industries is driving the demand for renewable e-fuels derived from solar energy. These industries have limited pathways to electrification, making synthetic fuels an essential solution to achieving net-zero goals. Worldwide regulatory frameworks, including carbon pricing and fuel-blending mandates, are accelerating the shift toward cleaner energy. Solar-based e-fuels convert carbon dioxide and water into hydrocarbons using renewable solar power, aligning with both environmental and energy security objectives. Continuous technological progress in solar-to-liquid processes, such as solar thermochemical and electrochemical conversion, is improving system efficiency and commercial feasibility. The use of advanced technologies like solid oxide electrolyzers and high-temperature reactors enables direct conversion of solar energy into synthesis gas, which is later refined into liquid fuels. Coupling carbon capture systems with solar e-fuel facilities helps establish a closed carbon cycle, reducing emissions while ensuring a reliable carbon feedstock supply. This integration supports circular carbon economy principles and boosts the overall sustainability of e-fuel production.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$4.4 Billion
Forecast Value	$66 Billion
CAGR	31.4%

The e-methanol segment held a 25.5% share in 2024 and is forecast to grow at a CAGR of 31.7% through 2034. Its rapid expansion is fueled by increasing adoption across industrial and marine decarbonization applications. As a preferred solar-based e-fuel, E-Methanol offers advantages in storage, transport, and engine compatibility. Large-scale production projects integrating electrolysis and CO2 utilization offer a practical, scalable alternative for emission-intensive sectors seeking renewable solutions.

The automotive segment is expected to grow at a 33% rate by 2034, as solar-derived e-fuels emerge as a viable transitional option for decarbonizing internal combustion engine (ICE) vehicles. Automakers and energy developers are actively investing in demonstration facilities to assess the scalability and cost-effectiveness of on-site solar e-fuel technologies, particularly in regions with high solar potential.

United States On-site Solar E-Fuel Market generated USD 1 billion in 2024. The country is experiencing a surge in solar-based e-fuel projects supported by federal incentives and corporate sustainability targets. Policies under the U.S. Inflation Reduction Act, along with renewable energy mandates across states, have significantly accelerated the adoption of solar hydrogen and Power-to-Liquid systems.

Prominent companies operating in the Global On-site Solar E-Fuel Market include Carbon Recycling International, Spark e-Fuels, Aether Fuels, Synhelion, INERATEC, Maersk, Circularity Fuels, Liquid Wind, Dioxycle, MAN Energy Solutions, Sunfire, Renewable Hydrogen Canada, Prometheus Fuels, Oxylus Energy, ReIntegrate, Lydian Labs, ABEL Energy, Brineworks, ETFuels, and Andes Mining & Energy. Leading players in the On-site Solar E-Fuel Market are focusing on strategic partnerships, technology integration, and capacity expansion to strengthen their market presence. Many companies are forming alliances with energy producers and industrial end-users to co-develop commercial-scale solar e-fuel plants. Investments in advanced electrolyzer systems, solar reactor efficiency, and CO2 utilization technologies are enhancing production performance and cost competitiveness.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid
  - 1.4.2.2 Public
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034
- 2.1.1 Business trends
- 2.1.2 Technology trends
- 2.1.3 Product trends
- 2.1.4 Application trends
- 2.1.5 Regional trends

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
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
- 3.6.1 Political factors
- 3.6.2 Economic factors
- 3.6.3 Social factors
- 3.6.4 Technology factors
- 3.6.5 environmental factors
- 3.6.6 Legal factors
3.7 Emerging opportunities & trends
- 3.7.1 Digitalization and IoT integration
- 3.7.2 Emerging market penetration

Chapter 4 Competitive Landscape, 2025

4.1 Introduction
4.2 Company market share analysis, 2024
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Middle East & Africa
- 4.2.5 Latin America
4.3 Strategic initiatives
4.4 Competitive benchmarking
4.5 Strategic dashboard
4.6 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Technology, 2021 - 2034 (USD Million)

5.1 Key trends
5.2 Fischer-Tropsch
5.3 eRWGS
5.4 Others

Chapter 6 Market Size and Forecast, By Product, 2021 - 2034 (USD Million)

6.1 Key trends
6.2 E-Gasoline
6.3 E-Diesel
6.4 E-Kerosene
6.5 Ethanol
6.6 E-Methanol
6.7 Others

Chapter 7 Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

7.1 Key trends
7.2 Automotive
7.3 Marine
7.4 Aviation
7.5 Industrial
7.6 Others

Chapter 8 Market Size and Forecast, By Region, 2021 - 2034 (USD Million)

8.1 Key trends
8.2 North America
- 8.2.1 U.S.
- 8.2.2 Canada
8.3 Europe
- 8.3.1 UK
- 8.3.2 Germany
- 8.3.3 France
- 8.3.4 Norway
- 8.3.5 Spain
8.4 Asia Pacific
- 8.4.1 China
- 8.4.2 Japan
- 8.4.3 India
- 8.4.4 South Korea
- 8.4.5 Australia
8.5 Middle East & Africa
- 8.5.1 Saudi Arabia
- 8.5.2 UAE
- 8.5.3 South Africa
8.6 Latin America
- 8.6.1 Brazil
- 8.6.2 Argentina