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市場調查報告書
商品編碼
1692104

氫氣生成-市場佔有率分析、產業趨勢與統計、成長預測(2025-2030)

Hydrogen Generation - 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 2025 年氫氣市場規模為 1,925.5 億美元,到 2030 年將達到 2,368.7 億美元,預測期內(2025-2030 年)的複合年成長率為 4.23%。

氫氣生成-市場-IMG1

從中期來看,預計政府支持政策以及煉油廠和工業部門不斷成長的需求等因素將在預測期內推動氫氣生產市場的發展。

主要亮點

  • 同時,能源儲存的高製造成本預計將抑制制氫市場的發展。
  • 然而,從可再生能源中提取氫氣的技術的進步以及氫氣作為燃料的使用增加可能會在預測期內為氫氣生成市場提供有利的成長機會。
  • 由於對氫的需求不斷增加,亞太地區是預測期內成長最快的市場。這一成長歸因於印度、中國和日本等國家的投資增加以及政府的支持政策。

氫氣生產市場趨勢

預計精製業將主導市場

  • 在石油精製中使用氫氣至關重要。精製使用一種稱為加氫脫硫的化學分離製程來去除其生產的燃料中的硫。它也用於精製的加氫裂解和重整過程。重整是從石油中去除含硫化合物以獲得高等級燃料的過程,從而減少空氣污染。將氫氣添加到原油和氧氣中,以提供精製產品(柴油、液化石油氣、汽油等)。
  • 根據能源研究所的《世界能源統計評論》,2021年至2022年石油精製能力成長率為0.5%,但過去十年的年成長率為0.7%。隨著亞太地區各種計劃的即將實施,預計未來幾年精製能力將持續成長。預計市場成長也將受到對清潔燃料的需求、政府對石油產品脫硫的規定以及原油品質整體下降的推動。隨著原油品質下降,精製過程中需要更多的氫氣來維持最終產品的品質。
  • 根據美國能源資訊署提供的資訊,亞洲和中東地區至少有 9 個煉油廠計劃已經運作或計劃於 2023 年底投入運作。一旦這些煉油計劃達到運作,預計將以其預期生產能力計算,將為全球煉油產能額外貢獻290萬桶/日。預計這將在預測期內推動對氫氣生產的需求。
  • 隨著石油需求的增加,煉油廠的建設步伐和投資也持續成長。國際能源總署(IEA)在2022年6月的《石油市場報告》中預測,2022年全球淨精製能力將增加100萬桶/日,2023年將進一步增加160萬桶/日,預計這將在預測期內增加氫氣生產需求。
  • 此外,透過投資減少氫氣生產碳排放的技術,例如碳捕獲和利用,精製產業可以與全球永續性目標保持一致,並對氫氣作為綠色能源來源的作用產生積極影響。
  • 例如,2023年2月,主要企業印度石油公司(IOC)啟動了一項價值2兆印度盧比的綠色轉型策略,目標是2046年實現其營運的淨零排放。作為這項舉措的一部分,印度石油公司計劃在其所有煉油廠建立綠色氫氣設施。
  • 因此,鑑於上述情況,預計煉油廠部門將在預測期內佔據市場主導地位。

亞太地區快速成長

  • 亞太地區正在成為全球氫氣生產市場的關鍵參與者,中國、印度、日本和韓國等國家處於這個快速發展的產業的前沿。這種動態變化背後有幾個因素,包括對清潔和永續能源來源的需求不斷成長,以及該地區致力於減少碳排放和實現雄心勃勃的氣候變遷目標。
  • 這些國家的戰略舉措、綜合研究和協作努力使亞太制氫市場成為創新和投資的中心。亞太氫能市場的特點是擁有多種多樣的技術和計劃,旨在利用氫作為清潔能源的潛力。
  • 2022年,中國政府發布了2021年至2035年的氫能長期藍圖。根據最新的政府藍圖,中國的目標是到2025年每年生產10萬至20萬噸可再生氫能,並有5萬輛氫能汽車上路。
  • 同樣,印度政府和私營部門也採取了一系列措施來追求綠色氫能。政府推出了多項政策措施和獎勵來鼓勵綠氫能計劃和基礎設施發展。印度政府推出的國家氫能計畫(NHEM)概述了氫氣生產、儲存和利用的藍圖。
  • 多家公司和研究機構正在進行先導計畫和夥伴關係,以評估氫氣生產的可行性。該國採取的綜合方針結合了綠色和藍氫舉措,這與該國致力於在整個氫能供應鏈中減少碳排放的承諾相一致。
  • 例如,2023年5月,東京工業大學資訊能源研究教育聯盟與東京工業大學能源資訊學院合作,推出了一種燃料電池,可以透過將廢棄塑膠材料中提取的氫氣與氫氣結合來發電。
  • 因此,鑑於上述情況,預計亞太地區在預測期內將顯著成長。

氫氣生產產業概況

氫氣生產市場相當分散。市場的主要企業(不分先後順序)包括 ITM Power plc、Linde plc、Engie SA、The Messer Group GmbH 和 Air Liquide SA。

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
  • 市場定義
  • 調查前提

第2章執行摘要

第3章調查方法

第4章 市場概述

  • 介紹
  • 2028 年市場規模與需求預測
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 政府優惠政策
      • 煉油廠和工業部門的需求增加
    • 限制因素
      • 製造成本上升
  • 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

第5章市場區隔

  • 起源
    • 藍氫
    • 綠色氫氣
    • 灰氫
  • 科技
    • 蒸汽甲烷重整(SMR)
    • 煤炭氣化
    • 其他技術
  • 應用
    • 精製
    • 化學處理
    • 鋼鐵生產
    • 其他用途
  • 區域市場分析
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 德國
      • 法國
      • 義大利
      • 英國
      • 俄羅斯聯邦
      • 其他歐洲國家
    • 中東和非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 其他中東和非洲地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區

第6章競爭格局

  • 合併、收購、合作及合資
  • 主要企業策略
  • 公司簡介
    • Linde plc
    • Air Liquide
    • Messer Group GmbH
    • ITM Power plc
    • Engie SA
    • Cummins
    • Air Products & Chemicals
    • Fuel Cell Energy
    • Taiyo Nippon
    • McPhy Energy
    • Enapter

第7章 市場機會與未來趨勢

  • 技術進步
簡介目錄
Product Code: 90532

The Hydrogen Generation Market size is estimated at USD 192.55 billion in 2025, and is expected to reach USD 236.87 billion by 2030, at a CAGR of 4.23% during the forecast period (2025-2030).

Hydrogen Generation - Market - IMG1

Over the medium term, factors such as supportive government policies coupled with the increasing demand from refineries and the industrial sector are likely to drive the hydrogen generation market during the forecast period.

Key Highlights

  • On the other hand, high production costs of hydrogen energy storage are expected to restrain the hydrogen generation market.
  • Nevertheless, technological advancements in extracting hydrogen from renewable sources and increased applications of hydrogen as a fuel are likely to create lucrative growth opportunities for the hydrogen generation market during the forecast period.
  • Asia-Pacific is the fastest-growing market during the forecast period due to the rising hydrogen demand. This growth is attributed to increasing investments, coupled with supportive government policies in the countries such as India, China, and Japan.

Hydrogen Generation Market Trends

Oil Refining Segment Expected to Dominate the Market

  • The use of hydrogen in oil refining is indispensable. Oil refineries are used to remove sulfur from the fuels they produce in a chemical separation process called hydro desulphurization. It is also used for hydro-cracking and reforming processes in oil refineries. Reforming is the process of removal of sulfur compounds from petroleum to obtain high-grade fuel, thus reducing air pollution. Hydrogen is added to crude oil and oxygen to deliver refined petroleum products (e.g., diesel, LPG, and gasoline).
  • According to the Energy Institute Statistical Review of World Energy, the oil refining capacity witnessed a growth rate of 0.5% between 2021 and 2022, whereas the annual growth rate in the last decade was 0.7%. The oil refining capacity is expected to follow the growth trend in the coming years due to various upcoming projects in the Asia-Pacific region. The market's growth is also expected to be driven by the demand for cleaner fuels, government regulations for the desulfurization of petroleum products, and the general decline in crude oil quality. As the rate of crude decreases, the volume of hydrogen required for the refinement process increases to maintain the quality of end products.
  • As per the information provided by the US Energy Information Administration, there are at least nine refinery projects in Asia and the Middle East that are in the process of commencing operations or were slated to become operational by the conclusion of 2023. These projects, based on their intended capacities, are expected to contribute an additional 2.9 million barrels per day (b/d) to the global refinery capacity when they reach full operational status. Thus, this is anticipated to drive the demand for hydrogen generation during the forecast period.
  • The pace and refinery investments continue to follow the increase in the oil demand. In the International Energy Agency's (IEA) June 2022 Oil Market Report, the IEA expects net global refining capacity to expand by one million BPD in 2022 and by an additional 1.6 million BPD in 2023, which is expected to increase the demand for hydrogen generation during the forecast period.
  • Moreover, by investing in technologies that reduce the carbon footprint of hydrogen production, such as carbon capture and utilization, the oil refining segment can align with global sustainability objectives and proactively influence the role of hydrogen as a green energy source.
  • For instance, in February 2023, the leading Indian oil company, Indian Oil Corporation (IOC), embarked on a green transformation strategy worth INR 2 trillion, with the aim of achieving net-zero emissions from its operational activities by 2046. As part of this initiative, Indian Oil Corporation plans to establish green hydrogen facilities at all of its refineries.
  • Therefore, as per the points mentioned above, the refinery segment is expected to dominate the market during the forecast period.

Asia-Pacific Region Fastest Growing Market

  • The Asia-Pacific region has emerged as a pivotal player in the global hydrogen generation market, with countries like China, India, Japan, and South Korea at the forefront of this rapidly evolving industry. This dynamic shift can be attributed to several factors, including the increasing demand for clean and sustainable energy sources and the region's commitment to reducing carbon emissions and achieving ambitious climate goals.
  • These countries' strategic initiatives, comprehensive research, and concerted efforts make the Asia-Pacific hydrogen generation market a hub for innovation and investment. The Asia-Pacific hydrogen generation market is characterized by a diverse range of technologies and projects aimed at harnessing the potential of hydrogen as a clean energy carrier.
  • In 2022, the Chinese government unveiled its inaugural long-range blueprint for hydrogen, outlining the period spanning from 2021 to 2035. As per the most recent government blueprint, China aims to manufacture between 100,000 and 200,000 tons of renewable hydrogen each year and establish a fleet of 50,000 hydrogen-powered vehicles by 2025.
  • Similarly, India's pursuit of green hydrogen is marked by various initiatives, both at the governmental and private sector levels. The government has introduced several policy measures and incentives to encourage green hydrogen projects and infrastructure development. The National Hydrogen Energy Mission (NHEM), launched by the Indian government, outlines a roadmap for hydrogen production, storage, and utilization.
  • Several companies and research institutions are engaged in pilot projects and partnerships to assess the viability of hydrogen production. The country's comprehensive approach, combining green and blue hydrogen initiatives, aligns with its commitment to lowering carbon emissions throughout the hydrogen supply chain.
  • For instance, in May 2023, the Tokyo Tech InfoSyEnergy Research and Education Consortium, in collaboration with the Tokyo Tech Academy of Energy and Informatics, introduced a fuel cell capable of producing electricity using a combination of hydrogen and hydrogen derived from waste plastic materials.
  • Therefore, as per the points mentioned above, the Asia-Pacific region is expected to witness significant growth during the forecast period.

Hydrogen Generation Industry Overview

The hydrogen generation market is moderately fragmented. Some of the major players in the market (in no particular order) include ITM Power plc, Linde plc, Engie SA, The Messer Group GmbH, and Air Liquide SA.

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 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Favorable Government Policies
      • 4.5.1.2 Increasing Demand From Refinery and Industrial Sector
    • 4.5.2 Restraints
      • 4.5.2.1 Higher Production Cost
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Source
    • 5.1.1 Blue hydrogen
    • 5.1.2 Green hydrogen
    • 5.1.3 Grey Hydrogen
  • 5.2 Technology
    • 5.2.1 Steam Methane Reforming (SMR)
    • 5.2.2 Coal Gasification
    • 5.2.3 Other Technologies
  • 5.3 Application
    • 5.3.1 Oil Refining
    • 5.3.2 Chemical Processing
    • 5.3.3 Iron & Steel Production
    • 5.3.4 Other Applications
  • 5.4 Geography (Regional Market Analysis {Market Size and Demand Forecast till 2028 (for regions only)})
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 France
      • 5.4.2.3 Italy
      • 5.4.2.4 United Kingdom
      • 5.4.2.5 Russian Federation
      • 5.4.2.6 Rest of Europe
    • 5.4.3 Middle East & Africa
      • 5.4.3.1 Saudi Arabia
      • 5.4.3.2 United Arab Emirates
      • 5.4.3.3 South Africa
      • 5.4.3.4 Rest of Middle East and Africa
    • 5.4.4 Asia-Pacific
      • 5.4.4.1 China
      • 5.4.4.2 India
      • 5.4.4.3 Japan
      • 5.4.4.4 South Korea
      • 5.4.4.5 Rest of Asia-Pacific
    • 5.4.5 South America
      • 5.4.5.1 Brazil
      • 5.4.5.2 Argentina
      • 5.4.5.3 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers, Acquisitions, Collaboration and Joint Ventures
  • 6.2 Strategies Adopted by Key Players
  • 6.3 Company Profiles
    • 6.3.1 Linde plc
    • 6.3.2 Air Liquide
    • 6.3.3 Messer Group GmbH
    • 6.3.4 ITM Power plc
    • 6.3.5 Engie SA
    • 6.3.6 Cummins
    • 6.3.7 Air Products & Chemicals
    • 6.3.8 Fuel Cell Energy
    • 6.3.9 Taiyo Nippon
    • 6.3.10 McPhy Energy
    • 6.3.11 Enapter

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancements