合成燃料(e-fuel)的全球市場:市場規模·佔有率·趨勢，產業分析 (各產品·狀態·各生產方法·各終端用戶·各地區)，2025年～2034年的市場預測

根據 Polaris Market Research 的最新研究，預計到 2034 年，合成燃料（電燃料）市場規模將達到 1.606 兆美元。本研究報告深入分析了當前的市場動態，並分析了未來的市場成長。

合成燃料（電燃料）市場主要圍繞利用再生電力和捕獲的二氧化碳生產的合成燃料進行生產和使用。這些燃料是傳統化石燃料的直接替代品，在難以實現全面電氣化的行業中尤其重要。對永續交通日益增長的需求以及對碳中和能源解決方案的推動，正在加速對電燃料技術的投資。電解氫與從工業或大氣中捕獲的二氧化碳相結合，構成了生產電子柴油、電子汽油和甲醇等燃料的製造過程的支柱。政府日益嚴格的減排和清潔混合燃料法規，正在創造強勁的政策驅動需求。產業參與者專注於開發可擴展且經濟高效的生產模式，並以策略聯盟和價值鏈整合為支撐。關鍵趨勢包括採用E2G和G2L，這使得再生能源能夠有效率地轉化為可運輸的液體燃料。

直接空氣捕獲技術的快速發展，加上再生電力成本的下降，正在提高合成燃料（電子燃料）的經濟性。在長途航空、航運和重型運輸領域，基礎設施的限制和對能量密度的需求使得合成燃料比電池電力更受青睞。市場也看到，工業界對使用合成替代燃料實現高熱耗能製程脫碳的興趣日益濃厚。中試工廠和商業規模設施的擴張反映了企業永續發展目標和碳利用創新推動的實驗階段向早期商業化的轉變。

合成燃料（電燃料）市場：分析概述

按產品劃分，乙醇市場佔主導地位，由於其與現有內燃機和燃料供應基礎設施的良好兼容性，到2024年將佔約42%的收入佔有率。

按國家劃分，液體燃料市場佔主導地位，由於其與現有儲存、運輸和燃料供應系統的兼容性，到2024年將佔約82%的收入佔有率。

受雄心勃勃的淨零目標、嚴格的排放標準和產業脫碳政策的推動，歐洲在2024年將佔約49%的收入佔有率。

受聯邦政府和各州對低碳燃料和清潔能源標準日益增強的支持推動，北美合成燃料（電燃料）市場預計在2025年至2034年間實現25.2%的複合年增長率。

主要的全球參與者包括ABEL Energy Pty Ltd.、ANPAC、Arcadia eFuels、HIF Global、INERATEC GmbH、Liquid Wind、Neste Corp.、保時捷股份公司、西門子能源和Sunfire GmbH。

目錄

第1章 簡介

第2章 摘要整理

第3章 分析方法

第4章 全球合成燃料(e-fuel)市場洞察

• 合成燃料(e-fuel)產業:概述
• 合成燃料(e-fuel)的市場動態
  • 促進因素和機會
    • 再生能源技術的進步
    • 減緩氣候變遷
  • 限制與課題
    • 高額的生產成本
• 波特的五力分析
  • 供應商談判力(中～高)
  • 新加入廠商的威脅(中～高)
  • 買主談判力(低～中)
  • 替代品的威脅(中)
  • 現有企業間的競爭(中)
• 大環境分析
• COVID-19影響分析

第5章 合成燃料(e-fuel)市場評估:各產品

• 簡介
• e柴油
• e汽油
• 乙醇
• 氫
• 甲醇
• 其他的產品

第6章 合成燃料(e-fuel)市場評估:狀態

• 簡介
• 液體
• 天然氣(氣體)

第7章 合成燃料(e-fuel)市場評估:各生產方法

• 簡介
• P2L (Power-to-Liquid)
• P2G (Power-to-Gas)
• G2L (Gas-to-Liquid)

第8章 合成燃料(e-fuel)市場評估:各終端用戶

• 簡介
• 汽車
• 產業
• 船舶
• 鐵路
• 其他的用途

第9章 合成燃料(e-fuel)市場評估:各地區

• 簡介
• 北美
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
• 亞太地區
  • 中國
  • 日本
  • 韓國
• 南美
• 中東·非洲

第10章 競爭情形

• 主要打入市場企業:分類
• 策略性架構
• 策略的分類
  • 產品銷售/事業合作/投資
  • 擴張/契約/事業聯盟/融資

第11章 企業簡介

• Neste
• Siemens Energy
• Sunfire GmbH
• HIF Global
• INERATEC GmbH
• Liquid Wind
• ABEL Energy Pty Ltd.
• ANPAC
• Arcadia eFuels
• Porsche AG.

The e-fuel market size is expected to reach USD 1,060.06 billion by 2034, according to a new study by Polaris Market Research. The report "E-Fuel Market Size, Share, Trend, Industry Analysis Report By Product (E-Diesel, E-Gasoline, Ethanol, Hydrogen, Methanol, Others), By State, By Production Method, By End User, By Region - Market Forecast, 2025-2034" gives a detailed insight into current market dynamics and provides analysis on future market growth.

The e-fuel market revolves around the production and use of synthetic fuels created using renewable electricity and captured carbon dioxide. These fuels serve as drop-in alternatives to conventional fossil fuels and are particularly valuable in sectors where full electrification remains challenging. Rising demand for sustainable transportation and the push toward carbon-neutral energy solutions are accelerating investments in e-fuel technologies. Electrolysis-powered hydrogen, combined with CO2 captured from industrial or atmospheric sources, forms the backbone of the production process, creating fuels such as e-diesel, e-gasoline, and methanol. Increasing government mandates on emissions reduction and clean fuel blending targets are creating strong policy-driven demand. Industry players are focusing on developing scalable, cost-efficient production models supported through strategic alliances and integration across the value chain. Major trends include the adoption of power-to-liquid and gas-to-liquid pathways, which allow efficient conversion of renewable energy into transportable liquid fuels.

Rapid progress in direct air capture, coupled with falling renewable electricity costs, is improving the economic viability of e-fuels. Opportunities are emerging in long-haul aviation, shipping, and heavy-duty transportation, where infrastructure constraints and energy density needs favor synthetic alternatives over battery-electric solutions. The market is also witnessing growing interest from industrial players looking to decarbonize heat-intensive processes using synthetic alternatives. Expansion of pilot plants and commercial-scale facilities reflects a shift from experimentation to early commercialization, driven by corporate sustainability goals and innovation in carbon utilization.

E-Fuel Market Report Highlights

By product, the ethanol segment dominated the market in 2024 with ~42% of the revenue share due to its established compatibility with existing internal combustion engines and fueling infrastructure.

Based on state, the liquid segment dominated the market by ~82% of the revenue share in 2024 due to its compatibility with current storage, transport, and fueling systems.

Europe accounted for ~49% of the revenue share in 2024 due to ambitious net-zero targets, stringent emission standards, and sector-specific decarbonization policies.

The North America e-fuel market is expected to register a CAGR of 25.2% from 2025 to 2034 due to expanding federal and state-level support for low-carbon fuels and clean energy standards.

A few global key players include ABEL Energy Pty Ltd., ANPAC, Arcadia eFuels, HIF Global, INERATEC GmbH, Liquid Wind, Neste Corp., Porsche AG, Siemens Energy, and Sunfire GmbH.

Polaris Market Research has segmented the e-fuel market on the basis of product, state, production method, end user, and region:

By Product Outlook (Revenue, USD Billion, 2020-2034)

E-Diesel

E-Gasoline

Ethanol

Hydrogen

Methanol

Others

By State Outlook (Revenue, USD Billion, 2020-2034)

Liquid

Gas

By Production Method Outlook (Revenue, USD Billion, 2020-2034)

Power-to-Liquid

Power-to-Gas

Gas-to-Liquid

By End User Outlook (Revenue, USD Billion, 2020-2034)

Automotive

Industrial

Marine

Railway

Others

By Regional Outlook (Revenue, USD Billion, 2020-2034)

North America

U.S.

Canada

Europe

Germany

UK

France

Italy

Spain

Russia

Netherlands

Rest of Europe

Asia Pacific

China

India

Japan

South Korea

Indonesia

Malaysia

Vietnam

Australia

Rest of Asia Pacific

Latin America

Argentina

Brazil

Mexico

Rest of Latin America

Middle East & Africa

UAE

Saudi Arabia

Israel

South Africa

Rest of Middle East & Africa

Table of Contents

Chapter 1. Introduction

• 1.1 Report Description
  • 1.1.1 Objectives of the Study
  • 1.1.2 Market Scope
  • 1.1.3 Assumptions

Chapter 2. Executive Summary

Chapter 3. Research Methodology

• 3.1 Overview
  • 3.1.1 Data Mining
• 3.2 Data Sources
  • 3.2.1 Primary Sources
  • 3.2.2 Secondary Sources

Chapter 4. E-Fuel Market Insights

• 4.1 E-Fuel - Industry snapshot
• 4.2 E-Fuel Market Dynamics
  • 4.2.1 Drivers and Opportunities
    • 4.2.1.1 Advancements in renewable energy technologies
    • 4.2.1.2 Climate Change Mitigation
  • 4.2.2 Restraints and Challenges
    • 4.2.2.1 High production costs
• 4.3 E-Fuel Market - Porter's Five Forces
  • 4.3.1 Bargaining Power of Suppliers (Moderate to High)
  • 4.3.2 Threats of New Entrants: (Moderate to High)
  • 4.3.3 Bargaining Power of Buyers (Low to Moderate)
  • 4.3.4 Threat of Substitute (Moderate)
  • 4.3.5 Rivalry among existing firms (Moderate)
• 4.4 E-Fuel Market - PEST Analysis
• 4.5 E-Fuel Market - Covid-19 Impact Analysis

Chapter 5. E-Fuel Market Assessment by Product

• 5.1 Introduction
• 5.2 E-Diesel
• 5.3 E-Gasoline
• 5.4 Ethanol
• 5.5 Hydrogen
• 5.6 Methanol
• 5.7 Other Products

Chapter 6. E-Fuel Market Assessment by State

• 6.1 Introduction
• 6.2 Liquid
• 6.3 Gas

Chapter 7. E-Fuel Market Assessment by Production Method

• 7.1 Introduction
• 7.2 Power-to-Liquid
• 7.3 Power-to-Gas
• 7.4 Gas-to-Liquid

Chapter 8. E-Fuel Market Assessment by End-User

• 8.1 Introduction
• 8.2 Automotive
• 8.3 Industrial
• 8.4 Marine
• 8.5 Railway
• 8.6 Other End-Uses

Chapter 9. E-Fuel Market Assessment by Region

• 9.1 Introduction
• 9.2 E-Fuel Market - North America
  • 9.2.1 E-Fuel Market - U.S.
  • 9.2.2 E-Fuel Market - Canada
• 9.3 E-Fuel Market - Europe
  • 9.3.1 E-Fuel Market - Germany
  • 9.3.2 E-Fuel Market - UK
  • 9.3.3 E-Fuel Market - France
  • 9.3.4 E-Fuel Market - Italy
• 9.4 E-Fuel Market - Asia Pacific
  • 9.4.1 E-Fuel Market - China
  • 9.4.2 E-Fuel Market - Japan
  • 9.4.3 E-Fuel Market - South Korea
• 9.5 E-Fuel Market - Latin America
• 9.6 E-Fuel Market - Middle East & Africa

Chapter 10. Competitive Landscape

• 10.1 Key Market Players: Categorization
• 10.2 Strategy Framework
• 10.3 Strategies Categorization
  • 10.3.1 Product Launch/ Collaboration/Investment
  • 10.3.2 Expansions/Agreement/Partnership/Funds

Chapter 11. Company Profiles

• 11.1 Neste
  • 11.1.1 Business Overview
  • 11.1.2 Financial Snapshot
    • 11.1.2.1 Net Sales by business segment
    • 11.1.2.2 Net Sales by Region
  • 11.1.3 Recent Developments
• 11.2 Siemens Energy
  • 11.2.1 Business Overview
  • 11.2.2 Financial Snapshot
    • 11.2.2.1 Revenue by business segment
    • 11.2.2.2 Revenue by Region
  • 11.2.3 Recent Developments
• 11.3 Sunfire GmbH
  • 11.3.1 Business Overview
  • 11.3.2 Recent Developments
• 11.4 HIF Global
  • 11.4.1 Business Overview
  • 11.4.2 Recent Developments
• 11.5 INERATEC GmbH
  • 11.5.1 Business Overview
  • 11.5.2 Products and Services
  • 11.5.3 Recent Developments
• 11.6 Liquid Wind
  • 11.6.1 Business Overview
  • 11.6.2 Financial Snapshot
  • 11.6.3 Products and Services
  • 11.6.4 Recent Developments
• 11.7 ABEL Energy Pty Ltd.
  • 11.7.1 Business Overview
  • 11.7.2 Recent Developments
• 11.8 ANPAC
  • 11.8.1 Business Overview
  • 11.8.2 Financial Snapshot
  • 11.8.3 Recent Developments
• 11.9 Arcadia eFuels
  • 11.9.1 Business Overview
  • 11.9.2 Recent Developments
• 11.10 Porsche AG.
  • 11.10.1 Business Overview
  • 11.10.2 Financial Snapshot

List of Tables

• Table 1 Global E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 1 Global E-Fuel Market, by E-Diesel, 2020 - 2034, (USD Billion)
• Table 2 Global E-Fuel Market, by E-Gasoline, 2020 - 2034, (USD Billion)
• Table 3 Global E-Fuel Market, by Ethanol, 2020 - 2034, (USD Billion)
• Table 4 Global E-Fuel Market, by Hydrogen, 2020 - 2034, (USD Billion)
• Table 5 Global E-Fuel Market, by Methanol, 2020 - 2034, (USD Billion)
• Table 6 Global E-Fuel Market, by Other Products, 2020 - 2034, (USD Billion)
• Table 7 Global E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 8 Global E-Fuel Market, by Liquid, 2020 - 2034, (USD Billion)
• Table 9 Global E-Fuel Market, by Gas, 2020 - 2034, (USD Billion)
• Table 10 Global E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 11 Global E-Fuel Market, by Power-to-Liquid, 2020 - 2034, (USD Billion)
• Table 12 Global E-Fuel Market, by Power-to-Gas, 2020 - 2034, (USD Billion)
• Table 13 Global E-Fuel Market, by Gas-to-Liquid, 2020 - 2034, (USD Billion)
• Table 14 Global E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 15 Global E-Fuel Market, by Automotive, 2020 - 2034, (USD Billion)
• Table 16 Global E-Fuel Market, by Industrial, 2020 - 2034, (USD Billion)
• Table 17 Global E-Fuel Market, by Marine, 2020 - 2034, (USD Billion)
• Table 18 Global E-Fuel Market, by Railway, 2020 - 2034, (USD Billion)
• Table 19 Global E-Fuel Market, by Other End-Uses, 2020 - 2034, (USD Billion)
• Table 20 E-Fuel Market Assessment, By Geography, 2020 - 2034, (USD Billion)
• Table 21 North America E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 22 North America E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 23 North America E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 24 North America E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 25 U.S. E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 26 U.S. E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 27 U.S. E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 28 U.S. E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 29 Canada E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 30 Canada E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 31 Canada E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 32 Canada E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 33 Europe E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 34 Europe E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 35 Europe E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 36 Europe E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 37 Germany E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 38 Germany E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 39 Germany E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 40 Germany E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 41 UK E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 42 UK E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 43 UK E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 44 UK E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 45 France E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 46 France E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 47 France E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 48 France E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 49 Italy E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 50 Italy E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 51 Italy E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 52 Italy E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 53 Asia Pacific E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 54 Asia Pacific E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 55 Asia Pacific E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 56 Asia Pacific E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 57 China E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 58 China E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 59 China E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 60 China E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 61 Japan E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 62 Japan E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 63 Japan E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 64 Japan E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 65 South Korea E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 66 South Korea E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 67 South Korea E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 68 South Korea E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 69 Latin America E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 70 Latin America E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 71 Latin America E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 72 Latin America E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)
• Table 73 Middle East & Africa E-Fuel Market, By Product, 2020 - 2034, (USD Billion)
• Table 74 Middle East & Africa E-Fuel Market, By State, 2020 - 2034, (USD Billion)
• Table 75 Middle East & Africa E-Fuel Market, By Production Method, 2020 - 2034, (USD Billion)
• Table 76 Middle East & Africa E-Fuel Market, By End-User, 2020 - 2034, (USD Billion)

List of Figures

• Figure 1. Executive Summary
• Figure 2. Research Methodology: Top Down & Bottom-Up Approach
• Figure 3. Market by Geography, 2020 - 2034, (USD Billion)
• Figure 4. Porter's Five Forces
• Figure 5. PEST Analysis
• Figure 6. Market by Product
• Figure 7. Market by State
• Figure 8. Market by Production Method
• Figure 9. Market by End-User