美國粉紅氫市場規模、佔有率和趨勢分析報告：按製程、最終用途、細分市場預測、主要企業和競爭分析，2025-2033 年

美國粉紅氫市場摘要

美國粉紅氫市場規模預計在2024年達到86億美元，預計2033年將達到約1,010.1億美元，2025年至2033年的複合年成長率為31.58%。粉紅氫透過核能動力來源生產，是一種零排放、可靠的氫源，與美國脫碳和能源安全的雙重目標高度契合。

隨著美國力爭2050年實現淨零排放，並大力投資清潔氫能中心，粉紅氫能正成為綠氫和藍氫的重要補充，支持工業脫碳和電網彈性。

美國粉紅色氫能產業發展勢頭強勁，尤其是在美國能源部氫能戰略下擴大了對核能電解基礎設施的投資。通貨膨脹控制法案下的生產稅額扣抵(PTC) 和兩黨基礎設施法提供的資金等支持政策正在加速技術示範和試點部署。固體氧化物和高溫電解的進步，加上核能發電商和氫能技術公司的合作努力，正在擴大粉紅色氫能的商業性可行性。核能發電廠的穩定輸出使粉紅色氫能對於需要不間斷氫氣供應的應用特別有吸引力，例如氨生產、精煉和遠距運輸。隨著伊利諾州、維吉尼亞和密西根州等州在其清潔氫能戰略中利用核能資產，美國粉紅氫能產業有望成為更廣泛氫能經濟的重要支柱。

目錄

第1章調查方法與範圍

第2章執行摘要

第3章市場變數、趨勢和範圍

• 市場體系展望
• 滲透和成長前景圖
• 價值鏈分析
• 法律規範
  • 標準與合規性
  • 監管影響分析
• 市場動態
  • 市場促進因素分析
  • 市場限制因素分析
  • 市場機會
  • 市場挑戰
• 波特五力分析
  • 供應商的議價能力
  • 買方的議價能力
  • 替代威脅
  • 新進入者的威脅
  • 競爭對手之間的競爭
• PESTLE分析
  • 政治的
  • 經濟
  • 社會狀況
  • 科技
  • 環境
  • 合法地

第4章美國粉紅氫市場：過程評估與趨勢分析

• 美國粉紅氫市場：2024 年和 2033 年製程變化分析
• PEM電解
• 鹼性電解
• 固體氧化物電解

第5章美國粉紅氫市場：最終用途估算與趨勢分析

• 美國粉紅氫市場：2024 年和 2033 年最終用途變化分析
• 煉油廠
• 氨
• 甲醇
• 鋼鐵生產
• 運輸
• 其他

第6章 競爭態勢

• 主要市場參與企業的近期動態
• 公司分類
• 主要元件供應商及通路夥伴名單
• 2024年公司市場佔有率及定位分析
• 熱圖分析
• 供應商格局
  • 原料加工供應商名錄
  • 經銷商/貿易商名單
  • 其他主要製造商名單
• List of Prospective End Users
• 戰略地圖
• 公司簡介/上市公司
  • Air Products &Chemicals
  • Exelon Corporation
  • Constellation Energy
  • SGH2 Energy
  • Linde plc
  • Bloom Energy
  • Westinghouse Electric Company
  • Plug Power Inc.
  • Cummins Inc.
  • ExxonMobil

U.S. Pink Hydrogen Market Summary

The U.S. pink hydrogen market size was estimated at USD 8.60 billion in 2024 and is projected to reach around USD 101.01 billion by 2033, growing at a CAGR of 31.58% from 2025 to 2033. Pink hydrogen, produced via electrolysis powered by nuclear energy, offers a zero-emission and high-reliability hydrogen source that aligns closely with the U.S. dual decarbonization and energy security objectives.

With the United States aiming for net-zero emissions by 2050 and investing heavily in clean hydrogen hubs, pink hydrogen is emerging as a critical complement to green and blue hydrogen in supporting deep industrial decarbonization and grid resilience.

The U.S. pink hydrogen industry is gaining momentum through growing investments in nuclear-powered electrolysis infrastructure, particularly under the Department of Energy's hydrogen strategy. Supportive policies, such as production tax credits (PTCs) under the Inflation Reduction Act and funding through the Bipartisan Infrastructure Law, are accelerating technology demonstrations and pilot deployments. Advancements in solid oxide and high-temperature electrolysis, along with collaborative efforts between nuclear utilities and hydrogen technology firms, are expanding the commercial viability of pink hydrogen. The stable output of atomic plants makes pink hydrogen especially attractive for applications demanding uninterrupted hydrogen supply, such as ammonia production, refining, and long-haul mobility. As states like Illinois, Virginia, and Michigan leverage their nuclear assets in clean hydrogen strategies, the U.S. pink hydrogen industry is set to become a key pillar in the country's broader hydrogen economy.

U.S. Pink Hydrogen Market Report Segmentation

This report forecasts revenue growth at country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For the purpose of this study, Grand View Research has segmented the U.S. pink hydrogen market report based on the process, and end use.

• Process Outlook (Revenue, USD Billion, 2021 - 2033)
• PEM Electrolysis
• Alkaline Electrolysis
• Solid Oxide Electrolysis
• End Use Outlook (Revenue, USD Billion, 2021 - 2033)
• Refinery
• Ammonia
• Methanol
• Steel Production
• Transport
• Others

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation & Scope
• 1.2. Market Definition
• 1.3. Information Procurement
  • 1.3.1. Information Analysis
  • 1.3.2. Market Formulation & Data Visualization
  • 1.3.3. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Snapshot
• 2.2. Segmental Outlook
• 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Penetration & Growth Prospect Mapping
• 3.3. Value Chain Analysis
• 3.4. Regulatory Framework
  • 3.4.1. Standards & Compliance
  • 3.4.2. Regulatory Impact Analysis
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunities
  • 3.5.4. Market Challenges
• 3.6. Porter's Five Forces Analysis
  • 3.6.1. Bargaining Power of Suppliers
  • 3.6.2. Bargaining Power of Buyers
  • 3.6.3. Threat of Substitution
  • 3.6.4. Threat of New Entrants
  • 3.6.5. Competitive Rivalry
• 3.7. PESTLE Analysis
  • 3.7.1. Political
  • 3.7.2. Economic
  • 3.7.3. Social Landscape
  • 3.7.4. Technology
  • 3.7.5. Environmental
  • 3.7.6. Legal

Chapter 4. U.S. Pink Hydrogen Market: Process Estimates & Trend Analysis

• 4.1. U.S. Pink Hydrogen Market: Process Movement Analysis, 2024 & 2033
• 4.2. PEM Electrolysis
  • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 4.3. Alkaline Electrolysis
  • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 4.4. Solid Oxide Electrolysis
  • 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)

Chapter 5. U.S. Pink Hydrogen Market: End Use Estimates & Trend Analysis

• 5.1. U.S. Pink Hydrogen Market: End Use Movement Analysis, 2024 & 2033
• 5.2. Refinery
  • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.3. Ammonia
  • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.4. Methanol
  • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.5. Steel Production
  • 5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.6. Transport
  • 5.6.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)
• 5.7. Others
  • 5.7.1. Market estimates and forecasts, 2021 - 2033 (USD Billion)

Chapter 6. Competitive Landscape

• 6.1. Recent Developments By Key Market Participants
• 6.2. Company Categorization
• 6.3. List of Key Component Suppliers & Channel Partners
• 6.4. Company Market Share & Positioning Analysis, 2024
• 6.5. Heat Map Analysis
• 6.6. Vendor Landscape
  • 6.6.1. List of Raw Process Suppliers
  • 6.6.2. List of Distributors/Traders
  • 6.6.3. List of Other Prominent Manufacturers
• 6.7. List of Prospective End Users
• 6.8. Strategy Mapping
• 6.9. Company Profiles/Listing
  • 6.9.1. Air Products & Chemicals
    • 6.9.1.1. Company Overview
    • 6.9.1.2. Financial Performance
    • 6.9.1.3. Product Benchmarking
  • 6.9.2. Exelon Corporation
    • 6.9.2.1. Company Overview
    • 6.9.2.2. Financial Performance
    • 6.9.2.3. Product Benchmarking
  • 6.9.3. Constellation Energy
    • 6.9.3.1. Company Overview
    • 6.9.3.2. Financial Performance
    • 6.9.3.3. Product Benchmarking
  • 6.9.4. SGH2 Energy
    • 6.9.4.1. Company Overview
    • 6.9.4.2. Financial Performance
    • 6.9.4.3. Product Benchmarking
  • 6.9.5. Linde plc
    • 6.9.5.1. Company Overview
    • 6.9.5.2. Financial Performance
    • 6.9.5.3. Product Benchmarking
  • 6.9.6. Bloom Energy
    • 6.9.6.1. Company Overview
    • 6.9.6.2. Financial Performance
    • 6.9.6.3. Product Benchmarking
  • 6.9.7. Westinghouse Electric Company
    • 6.9.7.1. Company Overview
    • 6.9.7.2. Financial Performance
    • 6.9.7.3. Product Benchmarking
  • 6.9.8. Plug Power Inc.
    • 6.9.8.1. Company Overview
    • 6.9.8.2. Financial Performance
    • 6.9.8.3. Product Benchmarking
  • 6.9.9. Cummins Inc.
    • 6.9.9.1. Company Overview
    • 6.9.9.2. Financial Performance
    • 6.9.9.3. Product Benchmarking
  • 6.9.10. ExxonMobil
    • 6.9.10.1. Company Overview
    • 6.9.10.2. Financial Performance
    • 6.9.10.3. Product Benchmarking

List of Tables

• Table 1 U.S Pink Hydrogen market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 2 PEM Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 3 Alkaline Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 4 Solid Oxide Electrolysis market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 5 U.S Pink Hydrogen market estimates & forecasts, in Refinery, 2021 - 2033 (USD Billion)
• Table 6 U.S Pink Hydrogen market estimates & forecasts, in Ammonia, 2021 - 2033 (USD Billion)
• Table 7 U.S Pink Hydrogen market estimates & forecasts, in Methanol, 2021 - 2033 (USD Billion)
• Table 8 U.S Pink Hydrogen market estimates & forecasts, in Steel Production, 2021 - 2033 (USD Billion)
• Table 9 U.S Pink Hydrogen market estimates & forecasts, in Transport, 2021 - 2033 (USD Billion)
• Table 10 U.S Pink Hydrogen market estimates & forecasts, in Others, 2021 - 2033 (USD Billion)
• Table 11 U.S Pink Hydrogen market estimates & forecasts, 2021 - 2033 (USD Billion)
• Table 12 U.S Pink Hydrogen market estimates & forecasts by process, 2021 - 2033 (USD Billion)
• Table 13 U.S Pink Hydrogen market estimates & forecasts by End Use, 2021 - 2033 (USD Billion)

List of Figures

• Fig. 1 Market segmentation
• Fig. 2 Information procurement
• Fig. 3 Data analysis models
• Fig. 4 Market formulation and validation
• Fig. 5 Data validating & publishing
• Fig. 6 Market snapshot
• Fig. 7 Segmental outlook - Process & End Use
• Fig. 8 Competitive Outlook
• Fig. 9 U.S. Pink Hydrogen market outlook, 2021-2033 (USD Billion)
• Fig. 10 Value chain analysis
• Fig. 11 Market dynamics
• Fig. 12 Porter's Analysis
• Fig. 13 PESTEL Analysis
• Fig. 14 U.S. Pink Hydrogen market, by process: Key takeaways
• Fig. 15 U.S. Pink Hydrogen market, by process: Market share, 2024 & 2033
• Fig. 16 U.S. Pink Hydrogen market, by End Use: Key takeaways
• Fig. 17 U.S. Pink Hydrogen market, by End Use: Market share, 2024 & 2033