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市場調查報告書
商品編碼
2003236

全球電解槽市場(2024-2039 年)

Global Market for Electrolyzers, 2024-2039

出版日期: | 出版商: Information Trends, LLC | 英文 | 訂單完成後即時交付

價格


本報告是對全球電解槽市場最全面的市場研究之一。基於廣泛的研究,它對電解槽行業的趨勢和發展進行了深入分析。

本研究涵蓋了電解槽產業的幾乎所有方面,評估了76家電解槽供應商的產品和服務。此外,本研究也評估了四種主要的電解槽技術,並探討了它們各自的優點和缺點。

目錄

第1章:概述和範圍

  • 摘要整理
  • 調查範圍
  • 首字母縮寫詞

第2章:引言

  • 氫作為能源來源
  • 氫氣生產方法
    • 蒸氣甲烷重整
    • 電解
  • 電解槽技術
    • 電解槽的評估
    • 電解槽的組成部分
    • 電解槽的效率
  • 電解槽的類型
    • AWE電解槽
    • PEM電解槽
    • SOEC電解槽
    • AEM電解槽
    • 比較評價
  • 部署前提條件
    • 水資源供應
    • 土地供應情況
  • 電解成本
    • 成本考量
    • 對利用率的影響
    • 電費

第3章:促進生長和阻礙因素

  • 成長促進因素
    • 對綠氫的需求
    • 氣候變遷
    • 石化燃料價格飆升
    • 引入可再生能源
    • 向氫能經濟轉型
    • 自動化
  • 成長阻礙因素
    • 成本障礙
    • 機械性質作為屏障
    • 其他年級
    • 導致延誤和取消的因素
  • 原料的作用
    • 鈧和釔
  • 原料供應受限

第4章 AWE電解槽

  • 概述
  • 標準AWE電解裝置與加壓AWE電解裝置的比較。
  • 研究與開發領域
    • 電流密度
    • 膈肌厚度
  • 動作溫度
  • AWE電解槽的特性
  • AWE電解設備的成本
  • 所需原料數量
  • 優點和缺點
    • 優勢
    • 缺點
  • 主要參與企業
  • 概括

第5章 PEM電解槽

  • 概述
  • 外科手術
  • 特徵
  • 電流密度
  • PEM電解槽的成本
  • 原料
  • 優點和缺點
    • 優勢
    • 缺點
  • 主要參與企業
  • 概括

第6章 SOEC電解槽

  • 概述
  • 外科手術
  • 特徵
  • 電流密度
  • SOEC電解槽的成本
  • 原料
  • 研究與開發
  • 優點和缺點
    • 優勢
    • 缺點
  • 主要參與企業
  • 概括

第7章 AEM電解槽

  • 概述
  • 外科手術
  • 評估
  • 電流密度
  • 特徵
  • 原料
  • AEM電解槽的成本
  • 優點和缺點
    • 優勢
    • 缺點
  • 主要參與企業
  • 概括

第8章:電解槽的綜合分析

  • 概述
  • 冷啟動
  • 柔軟性
  • 可再生能源的波動
  • 膈肌厚度
  • 研究與開發
  • 降低成本

第9章:與電解槽相關的舉措

  • C型電解槽
  • 2 x 40 吉瓦綠氫能舉措
  • 雷芬計劃
  • 綠章魚
  • 綠色高規模計劃

第10章 市場趨勢

  • 世界製造業產能
    • 目前產能
    • 預測製造能力
  • 競爭格局
    • 新市場參與企業
    • 首次股票公開發行(IPO)
    • M&A

第11章:供應商簡介

  • 一家銷售多種類型電解槽。
    • Air Liquide - PEM & AWE
    • Asahi Kasei Corporation - AWE & AEM
    • Cummins - AWE & PEM
    • Horizon - AEM & PEM
    • HydroStar - AEM & PEM
    • John Cockerill Group (JCG) - AWE & PEM
    • Nel Hydrogen - AWE & PEM
    • Thyssenkrupp Nucera - AWE & SOEC
    • PERIC Hydrogen Technologies Co. - AWE & PEM
    • Plug Power - AWE & PEM
    • Shanghai Electric - AWE & PEM
    • Sunfire - AWE & SOEC
    • Sungrow Power Supply Co. - AWE & PEM
    • 其他擁有多種技術的供應商
  • 一家銷售AWE電解槽的公司
    • Green Hydrogen Systems A/S - AWE
    • HydrogenPro AS - AWE
    • Hysata - AWE
    • Larsen & Toubro - AWE
    • LONGi Hydrogen - AWE
    • Tianjin Mainland Hydrogen Equipment Co., Ltd. - AWE
    • 其他AWE電解槽供應商
  • 銷售PEM電解槽的公司
    • H2B2 Electrolysis Technologies - PEM
    • ITM Power - PEM
    • Ohmium International, Inc. - PEM
    • Quest One (formerly H-TEC Systems) - PEM
    • Siemens Energy - PEM
    • 其他PEM電解槽製造商
  • 一家銷售SOEC電解槽的公司。
    • Bloom Energy - SOEC
    • Ceres Power - SOEC
    • FuelCell Energy - SOEC
    • Genvia - SOEC
    • Topsoe - SOEC
    • 其他SOEC電解槽供應商
  • 銷售AEM電解槽的公司
    • Cipher Neutron - AEM
    • Enapter - AEM
    • EvolOH, Inc. - AEM
    • Next Hydrogen - AEM
    • 其他AEM電解槽供應商

第12章 其他電解槽技術

  • 模組化生物電化學系統
  • 微生物燃料電池

第13章 區域情勢

  • 概述
  • 亞太地區
    • 澳洲
    • 中國
    • 印度
    • 日本
    • 新加坡
    • 韓國
  • EMEA
    • 法國
    • 德國
    • 西班牙
    • 英國
    • 北歐國家
    • 其他歐洲國家
    • 中東和非洲
  • 美洲
    • 美國
    • 加拿大
    • 拉丁美洲

第14章 市場規模及預測

  • 全球電解槽製造能力
    • 生產能力概覽
    • 擴大電解槽製造能力
    • 電解槽製造業的區域市場佔有率
    • 按電解槽製造技術分類的市場佔有率
  • 亞太地區電解槽製造能力
    • 中國
    • 其他
  • 歐洲、中東和非洲地區的電解槽製造能力
  • 北美和南美的電解槽製造能力
  • 電解槽製造業的收入
    • 影響成本的因素
    • 電解槽製造成本
  • 世界
  • 亞太地區
  • 中國
  • 其他亞太國家
  • 歐洲、中東和非洲地區
  • 北美洲和南美洲

第15章 結論

This is one of the most comprehensive market research studies on the global market for electrolyzers. Based on extensive research, the study provides an exhaustive analysis of trends and developments in the electrolyzer industry.

The study covers virtually every facet of the electrolyzer industry, and it assesses the offerings of as many as 76 electrolyzer vendors. The study evaluates the four major electrolyzer technologies and discusses their merits and demerits.

Table of Contents

1.0 Summary and Scope

  • 1.1 Executive Summary
  • 1.2 Scope of the Study
  • 1.3 Acronyms

2.0 Introduction

  • 2.1 Hydrogen as a Source of Energy
  • 2.2 Methods of Producing Hydrogen
    • 2.2.1 Steam-Methane Reforming
    • 2.2.2 Electrolysis
  • 2.3 Electrolyzer Technology
    • 2.3.1 Evaluating Electrolyzers
    • 2.3.2 Electrolyzer Components
    • 2.3.3 Electrolyzer Efficiency
  • 2.4 Electrolyzer Types
    • 2.4.1 AWE Electrolyzers
    • 2.4.2 PEM Electrolyzers
    • 2.4.3 SOEC Electrolyzers
    • 2.4.4 AEM Electrolyzers
    • 2.4.5 Comparative Assessment
  • 2.5 Deployment Prerequisites
    • 2.5.1 Water Availability
    • 2.5.2 Land Availability
  • 2.6 Electrolysis Costs
    • 2.6.1 Cost Considerations
    • 2.6.2 Utilization Rate Impact
    • 2.6.3 Cost of Electricity

3.0 Growth Drivers & Barriers

  • 3.1 Growth Drivers
    • 3.1.1 Demand for Green Hydrogen
    • 3.1.2 Climate Change
    • 3.1.3 Rising Fossil Fuel Prices
    • 3.1.4 Renewable Energy Deployments
    • 3.1.5 Shift to a Hydrogen Economy
    • 3.1.6 Automation
  • 3.2 Barriers to Growth
    • 3.2.1 Cost-Related Barriers
    • 3.2.2 Mechanical Properties as Barriers
    • 3.2.3 Other Challenges
    • 3.2.4 Factors Behind Delays and Cancellations
  • 3.3 Role of Raw Materials
    • 3.3.1 Platinum
    • 3.3.2 Iridium
    • 3.3.3 Titanium
    • 3.3.4 Scandium and Yttrium
    • 3.3.5 Nickel
    • 3.3.6 Cobalt
    • 3.3.7 Ruthenium
  • 3.4 Raw Material Supply Constraints

4.0 AWE Electrolyzers

  • 4.1 Description
  • 4.2 Regular AWE vs. Pressurized AWE Electrolyzers
  • 4.3 Areas of R&D
    • 4.3.1 Current Density
    • 4.3.2 Diaphragm Thickness
  • 4.4 Operating Temperatures
  • 4.5 AWE Electrolyzer Characteristics
  • 4.6 Cost of AWE Electrolyzers
  • 4.7 Raw Material Requirements
  • 4.8 Pros and Cons
    • 4.8.1 Pros
    • 4.8.2 Cons
  • 4.9 Key Players
  • 4.10 Wrap-Up

5.0 PEM Electrolyzers

  • 5.1 Description
  • 5.2 Operation
  • 5.3 Characteristics
  • 5.4 Current Density
  • 5.5 Cost of PEM Electrolyzers
  • 5.6 Raw Materials
  • 5.7 Pros & Cons
    • 5.7.1 Pros
    • 5.7.2 Cons
  • 5.8 Key Players
  • 5.9 Wrap-Up

6.0 SOEC Electrolyzers

  • 6.1 Description
  • 6.2 Operation
  • 6.3 Characteristics
  • 6.4 Current Density
  • 6.5 Cost of SOEC Electrolyzers
  • 6.6 Raw Materials
  • 6.7 R&D
  • 6.8 Pros and Cons
    • 6.8.1 Pros
    • 6.8.2 Cons
  • 6.9 Key Players
  • 6.10 Wrap-Up

7.0 AEM Electrolyzers

  • 7.1 Description
  • 7.2 Operation
  • 7.3 Assessment
  • 7.4 Current Density
  • 7.5 Characteristics
  • 7.6 Raw Materials
  • 7.7 Cost of AEM Electrolyzers
  • 7.8 Pros and Cons
    • 7.8.1 Pros
    • 7.8.2 Cons
  • 7.9 Key Players
  • 7.10 Wrap-Up

8.0 Overall Electrolyzer Analysis

  • 8.1 Overview
  • 8.2 Cold Start
  • 8.3 Flexibility
  • 8.4 Renewable Energy Fluctuations
  • 8.5 Diaphragm Thickness
  • 8.6 R&D
  • 8.7 Cost Declines

9.0 Electrolyzer Initiatives

  • 9.1 C-Cell Electrolyzers
  • 9.2 2x40-GW Green Hydrogen Initiatives
  • 9.3 REFHYNE Project
  • 9.4 Green Octopus
  • 9.5 GreenHyScale Project

10.0 Market Developments

  • 10.1 Global Manufacturing Capacity
    • 10.1.1 Current Manufacturing Capacity
    • 10.1.2 Projected Manufacturing Capacity
  • 10.2 Competitive Landscape
    • 10.2.1 New Market Entrants
    • 10.2.2 IPOs
    • 10.2.3 M&As

11.0 Vendor Profiles

  • 11.1 Companies Marketing Multiple Electrolyzer-Types
    • 11.1.1 Air Liquide - PEM & AWE
    • 11.1.2 Asahi Kasei Corporation - AWE & AEM
    • 11.1.3 Cummins - AWE & PEM
    • 11.1.4 Horizon - AEM & PEM
    • 11.1.5 HydroStar - AEM & PEM
    • 11.1.6 John Cockerill Group (JCG) - AWE & PEM
    • 11.1.7 Nel Hydrogen - AWE & PEM
    • 11.1.8 Thyssenkrupp Nucera - AWE & SOEC
    • 11.1.9 PERIC Hydrogen Technologies Co. - AWE & PEM
    • 11.1.10 Plug Power - AWE & PEM
    • 11.1.11 Shanghai Electric - AWE & PEM
    • 11.1.12 Sunfire - AWE & SOEC
    • 11.1.13 Sungrow Power Supply Co. - AWE & PEM
    • 11.1.14 Other Vendors with Multiple Technologies
  • 11.2 Companies Marketing AWE Electrolyzers
    • 11.2.1 Green Hydrogen Systems A/S - AWE
    • 11.2.2 HydrogenPro AS - AWE
    • 11.2.3 Hysata - AWE
    • 11.2.4 Larsen & Toubro - AWE
    • 11.2.5 LONGi Hydrogen - AWE
    • 11.2.6 Tianjin Mainland Hydrogen Equipment Co., Ltd. - AWE
    • 11.2.7 Other AWE Electrolyzer Vendors
  • 11.3 Companies Marketing PEM Electrolyzers
    • 11.3.1 H2B2 Electrolysis Technologies - PEM
    • 11.3.2 ITM Power - PEM
    • 11.3.3 Ohmium International, Inc. - PEM
    • 11.3.4 Quest One (formerly H-TEC Systems) - PEM
    • 11.3.5 Siemens Energy - PEM
    • 11.3.6 Other PEM Electrolyzer Vendors
  • 11.4 Companies Marketing SOEC Electrolyzers
    • 11.4.1 Bloom Energy - SOEC
    • 11.4.2 Ceres Power - SOEC
    • 11.4.3 FuelCell Energy - SOEC
    • 11.4.4 Genvia - SOEC
    • 11.4.5 Topsoe - SOEC
    • 11.4.6 Other SOEC Electrolyzer Vendors
  • 11.5 Companies Marketing AEM Electrolyzers
    • 11.5.1 Cipher Neutron - AEM
    • 11.5.2 Enapter - AEM
    • 11.5.3 EvolOH, Inc. - AEM
    • 11.5.4 Next Hydrogen - AEM
    • 11.5.5 Other AEM Electrolyzer Vendors

12.0 Other Electrolyzer Technologies

  • 12.1 Modular Bio-Electrochemical Systems
  • 12.2 Microbial Fuel Cells

13.0 Regional Developments

  • 13.1 Overview
  • 13.2 Asia-Pacific
    • 13.2.1 Australia
    • 13.2.2 China
    • 13.2.3 India
    • 13.2.4 Japan
    • 13.2.5 Singapore
    • 13.2.6 South Korea
  • 13.3 EMEA
    • 13.3.1 France
    • 13.3.2 Germany
    • 13.3.3 Spain
    • 13.3.4 U.K.
    • 13.3.5 Nordic Countries
    • 13.3.6 Other European Countries
    • 13.3.7 Middle East & Africa
  • 13.4 Americas
    • 13.4.1 U.S.
    • 13.4.2 Canada
    • 13.4.3 Latin America

14.0 Market Size and Forecast

  • 14.1 Global Electrolyzer Manufacturing Capacity
    • 14.1.1 Manufacturing Capacity Overview
    • 14.1.2 Electrolyzer Manufacturing Capacity Growth
    • 14.1.3 Electrolyzer Manufacturing Share by Region
    • 14.1.4 Electrolyzer Manufacturing Share by Technology
  • 14.2 APAC Electrolyzer Manufacturing Capacity
    • 14.2.1 China
    • 4.2.2 RoAPAC
  • 14.3 EMEA Electrolyzer Manufacturing Capacity
  • 14.4 Americas Electrolyzer Manufacturing Capacity
  • 14.5 Electrolyzer Manufacturing Revenue
    • 14.5.1 Factors Impacting Costs
    • 14.5.2 Electrolyzer Manufacturing Costs
  • 14.6 Global Capacity and Revenue
    • 14.6.1 Global Capacity
    • 14.6.2 Global Revenue
  • 14.7 Asia-Pacific Capacity & Revenue
    • 14.7.1 APAC Capacity
    • 14.7.2 APAC Revenue
  • 14.8 Chinese Capacity & Revenue
    • 14.8.1 Chinese Capacity
    • 14.8.2 Chinese Revenue
  • 14.9 Rest of APAC Capacity & Revenue
    • 14.9.1 RoAPAC Capacity
    • 14.9.2 RoAPAC Revenue
  • 14.10 EMEA Capacity & Revenue
    • 14.10.1 EMEA Capacity
    • 14.10.2 EMEA Revenue
  • 14.11 Americas Capacity & Revenue
    • 14.11.1 Americas Capacity
    • 14.11.2 Americas Revenue

15.0 Conclusion

List of Tables

  • Table 1: Global Cumulative Electrolyzer Manufacturing Capacity by Region, 2024-2031
  • Table 2: Global Cumulative Electrolyzer Manufacturing Capacity by Region, 2032-2039
  • Table 3: Global Annual Electrolyzer Manufacturing Capacity by Region, 2024-2031
  • Table 4: Global Annual Electrolyzer Manufacturing Capacity by Region, 2032-2039
  • Table 5: Global Cumulative Manufacturing Capacity of Electrolyzers by Technology, 2024-2031
  • Table 6: Global Cumulative Manufacturing Capacity of Electrolyzers by Technology, 2032-2039
  • Table 7: Global Annual Manufacturing Capacity of Electrolyzers by Technology, 2024-2031
  • Table 8: Global Annual Manufacturing Capacity of Electrolyzers by Technology, 2032-2039
  • Table 9: APAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 10: APAC Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 11: APAC Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 12: APAC Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 13: Chinese Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 14: Chinese Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 15: Chinese Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 16: Chinese Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 17: RoAPAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 18: RoAPAC Cumulative Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 19: RoAPAC Annual Electrolyzer Manufacturing Capacity, 2024-2031
  • Table 20: RoAPAC Annual Electrolyzer Manufacturing Capacity, 2032-2039
  • Table 21: EMEA Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 22: EMEA Cumulative Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 23: EMEA Annual Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 24: EMEA Annual Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 25: America Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 26: America Cumulative Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 27: America Annual Electrolyzer Manufacturing Capacity by Technology, 2024-2031
  • Table 28: America Annual Electrolyzer Manufacturing Capacity by Technology, 2032-2039
  • Table 29: Global Electrolyzer Manufacturing Costs Except China, 2024-2031
  • Table 30: Global Electrolyzer Manufacturing Costs Except China, 2032-2039
  • Table 31: Chinese Electrolyzer Manufacturing Costs, 2024-2031
  • Table 32: Chinese Electrolyzer Manufacturing Costs, 2032-2039
  • Table 33: Global Electrolyzer Capacity, 2024-2031
  • Table 34: Global Electrolyzer Capacity, 2032-2039
  • Table 35: Global Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 36: Global Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 37: Asia-Pacific Electrolyzer Manufacturing Capacity in Million kWs, 2024-2031
  • Table 38: Asia-Pacific Electrolyzer Manufacturing Capacity in Million kWs, 2032-2039
  • Table 39: Asia-Pacific Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 40: Asia-Pacific Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 41: Chinese Electrolyzer Capacity, 2024-2031
  • Table 42: Chinese Electrolyzer Capacity, 2032-2039
  • Table 43: Chinese Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 44: Chinese Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 45: RoAPAC Electrolyzer Capacity, 2024-2031
  • Table 46: RoAPAC Electrolyzer Capacity, 2032-2039
  • Table 47: RoAPAC Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 48: RoAPAC Electrolyzer Manufacturing Revenue, 2032-2039
  • Table 49: EMEA Electrolyzer Capacity in Million kWs, 2024-2031
  • Table 50: Americas Electrolyzer Manufacturing Capacity in Million kWs, 2032-2039
  • Table 51: Americas Electrolyzer Manufacturing Revenue, 2024-2031
  • Table 52: Americas Electrolyzer Manufacturing Revenue, 2032-2039

List of Figures

  • Figure 1: Global Cumulative & Annual Electrolyzer Manufacturing Capacity (in GW), 2024-2039
  • Figure 2: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Region, 2024
  • Figure 3: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Region, 2039
  • Figure 4: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Technology, 2024
  • Figure 5: Global Share of Cumulative Electrolyzer Manufacturing Capacity by Technology, 2039
  • Figure 6: APAC Cumulative Electrolyzer Manufacturing Capacity, 2024-2039
  • Figure 7: EMEA Cumulative Electrolyzer Manufacturing Capacity (in GW), 2024-2039
  • Figure 8: America Cumulative Electrolyzer Manufacturing Capacity, 2024-2039
  • Figure 9: Electrolyzer Manufacturing Revenue Share by Technology - 2024-2039