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市場調查報告書
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1689841

P2G（電轉氣） -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Power to Gas - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內 P2G（電轉氣）市場複合年成長率將超過 50%。

P2G（電轉氣）-市場-IMG1

2020 年，新冠疫情對市場產生了負面影響。目前市場已恢復至疫情前的水準。

關鍵亮點

  • 從長遠來看，脫碳進程的進展以減少溫室氣體對氣候的影響以及再生能源來源的出現導致電力成本的下降是推動市場發展的關鍵因素。
  • 然而，建立電轉氣 (P2G) 工廠的高初始成本以及發展中經濟體和已開發經濟體對甲烷和氫氣額外運輸管道基礎設施的需求預計將減緩市場成長。
  • 預計市場上開發綠色氫基礎設施的舉措將很快為電轉氣市場的參與企業創造重大機會。
  • 預計歐洲將主導電力天然氣市場，需求來自德國、法國和西班牙等國家。

燃氣發電市場趨勢

電力－氫能是成長最快的領域

  • 氫能發電包括一系列利用電力進行電解將水分解為氫氣和氧氣的技術。利用可再生能源生產的氫氣稱為綠色氫氣，可用於儲存、運輸和利用可再生能源。這有助於最大限度地減少風能和太陽能等可再生能源的變化，透過電解槽提供長期儲存和電網平衡服務，並利用現有的天然氣輸送基礎設施以綠色氫氣的形式遠距輸送能源。
  • 此外，目前有近350個計劃正在開發中，總容量達54吉瓦，預計2030年開始運作。如果所有計畫中的計劃都能按時運作，預計到2030年，全球電解槽生產的綠色氫氣供應量將達到每年800萬噸。
  • 電解槽產生的綠色氫氣也可以直接用作運輸燃料，取代輕型車輛、鐵路和船舶應用中的石油，或用作工業應用的原料。綠色氫燃料電池還可以用於能源儲存。
  • 該技術較目前的能源儲存技術具有儲能容量大、放電時間長等優點。氫氣也可以直接注入天然氣系統。然而，出於安全和技術的考慮，氫氣注入受到各國不同法規的約束。例如，英國天然氣管網對氫氣的限制為0.1%，而荷蘭則為12%。
  • 隨著太陽能和風能等可再生能源技術成本的下降，電轉氣（P2G）等能源儲存技術變得越來越有吸引力。過去幾年，商用電解槽系統的裝置容量一直在穩定增加。目前只有少數幾種具有商業性可行性的水電電解技術，其中應用最廣泛的兩種是鹼性水電電解(AWE) 和質子交換膜 (PEM)電解。
  • 因此，由於上述因素，預計預測期內氫能發電領域將成長最快。

歐洲主導市場

  • 截至 2021 年，歐洲是電轉氣市場最大的地區之一。該地區政府不斷增加的投資和津貼正在推動市場的發展。
  • 根據歐盟委員會預測，2021年煉油業將佔氫氣消費量的48%，其次是化肥和化工產業。
  • 德國是歐洲電力和天然氣轉換市場領先的國家之一。截至 2020 年，德國約有 40 個小型電轉發電工程，這些項目利用主要來自風能和太陽能先導計畫的剩餘綠色電力進行電解，將水分解為氧氣和氫氣，以生產零碳燃料。
  • 據德國天然氣和水務協會 (DVGW) 稱，德國旨在為家庭、工廠和汽車開發零碳燃料，並計劃在 2023 年建成 5GW 的發電能力，到 2050 年建成 40GW 的發電能力。因此，在預測期內，此類政府目標可能會推動該地區電轉氣市場的發展。
  • 2022年1月，蒂森克虜伯伍德氯氣工程公司與殼牌公司簽署了荷蘭鹿特丹港「Hydrogen Holland I」大型計劃供貨合約。根據合約，蒂森克虜伯伍德將基於其 20 兆瓦大型鹼性水力發電電解模組設計、採購和建造一座 200 兆瓦的電解廠。殼牌已做出最終投資計劃(FID)，第一座電解槽的建設預計將於 2022 年底開始，並於 2024 年開始生產。
  • 作為俄烏戰爭爆發後 2022 年 5 月通過的一項協議的一部分，歐盟旨在透過增加可再生能源發電來減少對俄羅斯天然氣進口的過度依賴。該計畫的關鍵支柱之一是「氫能加速器」戰略，旨在到2030年生產1000萬噸可再生氫能，並向歐盟進口1000萬噸。由於綠色氫能是可再生的，該計劃旨在支持歐盟的能源轉型，並為大部分重工業的脫碳做出貢獻。
  • 同樣，歐盟於2022年5月與歐洲電解槽製造商設定了目標，設定了一個全行業目標，即到2025年將歐洲電解槽製造能力提高近十倍，從1.75吉瓦/年增加到17.5吉瓦/年。
  • 因此，由於上述因素，預計歐洲將在預測期內佔據市場主導地位。

P2G（電轉氣）產業概覽

從本質上來說，電轉氣（P2G）市場處於適度整合狀態。市場的主要企業（不分先後順序）包括 Nel ASA、Sempra Energy、GRT Gaz SA、MAN Energy Solutions 和 Sunfire GmbH。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究範圍
  • 研究假設和市場定義

第2章執行摘要

第3章調查方法

第4章 市場概述

  • 介紹
  • 2027 年市場規模與需求預測（百萬美元）
  • 現有發電廠按地區和容量列表
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
    • 限制因素
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場區隔

  • 依技術
    • P2H（Power to Hydrogen）
    • P2M（Power to Methane）
  • 以體積（僅定性分析）
    • 超過1000千瓦
    • 100～1,000KW
    • 100KW以下
  • 最終用戶
    • 公共產業
    • 工業的
    • 商業的
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東和非洲

第6章競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • 公司簡介
    • Nel ASA
    • Sempra Energy
    • GRT Gaz SA
    • MAN Energy Solutions
    • Sunfire GmbH
    • Ineratec GmbH
    • Electrochaea GmbH
    • MicroPyros BioEnerTec GmbH
    • Siemens Energy AG
    • Hitachi Zosen Inova AG
    • AquahydreX Inc.

第7章 市場機會與未來趨勢

簡介目錄
Product Code: 68840

The Power to Gas Market is expected to register a CAGR of greater than 50% during the forecast period.

Power to Gas - Market - IMG1

COVID-19 negatively impacted the market in 2020. Presently, the market has reached pre-pandemic levels.

Key Highlights

  • Over the long term, the major driving factors of the market were increasing decarbonization to reduce the impact of greenhouse gases on the climate and reduction in the cost of electricity with the advent of renewable energy sources.
  • On the flip side, high initial costs to set up power-to-gas plants and the need for additional transportation pipeline infrastructure in underdeveloped and developed economies for methane or hydrogen is expected to slow down the market growth.
  • Increasing initiatives in developing the infrastructure of green hydrogen in the emerging markets are expected to create vital opportunities for the power-to-gas market players soon.
  • Europe is expected to dominate the power to gas market, with most of the demand coming from countries like Germany, France, and Spain.

Power to Gas Market Trends

Power-to-hydrogen to be the Fastest-growing Segment

  • Power-to-hydrogen includes a range of technologies that utilize electricity to perform electrolysis and split water into hydrogen and oxygen. When hydrogen is manufactured using renewable energy, it is called green hydrogen and can be used to store, transport, and utilize renewable energy. This helps minimize variable renewable energy curtailment from sources such as wind and solar, provides long-term storage and grid-balancing services via electrolyzers, and uses existing gas transmission infrastructure for transporting energy in the form of green hydrogen over long distances.
  • Additionally, nearly 350 projects with an aggregate capacity of 54 GW are currently under development and expected to come online by 2030; 40 other projects accounting for almost 35 GW capacity are in the early stages of development. If all planned projects are commissioned within time, it is expected that by 2030, the global green hydrogen supply from electrolyzers could reach 8 million tons per year.
  • The green hydrogen produced by electrolyzers can also be used directly as a fuel for transport, replacing oil in light vehicles, railways, and marine applications, or as a feedstock for industrial applications. Green hydrogen fuel cells can also be used for energy storage.
  • The technology offers advantages over current energy storage technologies, such as higher power storage capacity and longer discharge times. Hydrogen can also be injected directly into natural gas grids. However, due to safety and technical concerns, hydrogen injection is subject to regulations and varies from country to country. For instance, the limit of hydrogen in natural gas grids in the United Kingdom is 0.1%, while it is 12% in the Netherlands.
  • Due to the falling costs of renewable energy technologies like solar and wind, energy storage technologies like power-to-gas (PtG) technology are becoming increasingly attractive. The installed capacity of commercial electrolyzer systems has been growing steadily over the past few years. There are only a few commercially viable water electrolysis technologies, and the two most widely used technologies are alkaline water electrolysis (AWE) and proton exchange membrane (PEM) electrolysis.
  • Therefore, owing to the above factors, the power-to-hydrogen segment is expected to be the fastest-growing segment over the forecast period.

Europe to Dominate the Market

  • As of 2021, Europe was one of the largest regions in the power-to-gas market. Increasing investments and funding grants by governments in the region are driving the market.
  • In 2021, according to the European Commission, the refinery sector accounted for 48% of the hydrogen consumption, followed by the fertilizers and chemical sectors.
  • Germany is one of the major countries in the European power-to-gas market. As of 2020, Germany was home to around 40 small power-to-gas pilot projects that harnessed surplus green power, mainly from wind and solar projects, to carry out electrolysis by splitting water into oxygen and hydrogen to produce zero-carbon fuel.
  • According to Deutscher Verein des Gas- und Wasserfaches (DVGW), Germany is planning to build a power-to-gas capacity of 5 GW by 2023 and 40 GW by 2050 as it seeks to develop zero-carbon fuels for homes, factories, and vehicles. Thus, such government targets are likely to boost the power-to-gas market in the region during the forecast period.
  • In January 2022, ThyssenKrupp Uhde Chlorine Engineers signed a supply contract with Shell for the large-scale project Hydrogen Holland I in Rotterdam, Netherlands port. Under the agreement, ThyssenKrupp Uhde will engineer, procure, and fabricate a 200 MW electrolysis plant based on their large-scale 20 MW alkaline water electrolysis module. The first construction work for the electrolysers that has begun with Shell's final investment decision (FID) to build the project is expected at the end of 2022, after which the intended start of production will be in 2024.
  • After the commencement of the Russian-Ukraine war, as a part of the passed in May 2022, the EU aims to reduce overreliance on Russian gas imports by increasing renewable energy generation. One of the primary tenets of the plan is the 'hydrogen accelerator' strategy, which aims to produce 10 million tonnes and import 10 million tonnes of renewable hydrogen into the EU by 2030. As green hydrogen is renewable, the plan aims to support the EU's energy transition and help in the decarbonisation of many heavy industries.
  • SImilarly, in May 2022, the EU set up a target with European electrolyzer manufacturers and set up an industry-wide target of increasing Europe's electrolyser manufacturing capacity from 1.75 GW/year to nearly ten times to 17.5 GW per year by 2025.
  • Thus, owing to the above factors, Europe is expected to dominate the market during the forecast period.

Power to Gas Industry Overview

The power-to-gas market is moderately consolidated in nature. Some of the major players in the market (in no particular order) include Nel ASA, Sempra Energy, GRT Gaz SA, MAN Energy Solutions, and Sunfire GmbH.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Study Assumptions and Market Definition

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD million till 2027
  • 4.3 List of Existing Power-to-gas Plants by Region and Capacity
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Technology
    • 5.1.1 Power-to-Hydrogen
    • 5.1.2 Power-to-Methane
  • 5.2 By Capacity (Qualitative Analysis Only)
    • 5.2.1 More than 1000 KW
    • 5.2.2 100 to 1000 KW
    • 5.2.3 Less than 100 KW
  • 5.3 y End-User
    • 5.3.1 Utilities
    • 5.3.2 Industrial
    • 5.3.3 Commercial
  • 5.4 By Geography
    • 5.4.1 North America
    • 5.4.2 Europe
    • 5.4.3 Asia-Pacific
    • 5.4.4 South America
    • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Nel ASA
    • 6.3.2 Sempra Energy
    • 6.3.3 GRT Gaz SA
    • 6.3.4 MAN Energy Solutions
    • 6.3.5 Sunfire GmbH
    • 6.3.6 Ineratec GmbH
    • 6.3.7 Electrochaea GmbH
    • 6.3.8 MicroPyros BioEnerTec GmbH
    • 6.3.9 Siemens Energy AG
    • 6.3.10 Hitachi Zosen Inova AG
    • 6.3.11 AquahydreX Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS