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市場調查報告書
商品編碼
1423749
2030年蒸汽甲烷改性氫氣市場預測:按產能、技術、應用和地區分類的全球分析Steam Methane Reforming Hydrogen Generation Market Forecasts to 2030 - Global Analysis By Capacity (Large-Scale SMR Systems, Small-Scale SMR Systems and Other Capacities), Technology, Application and By Geography |
根據Stratistics MRC的數據,2023年全球蒸汽甲烷改性氫氣市場規模為1,438億美元,預計在預測期內將以8.1%的複合年成長率成長,到2030年達到2,480億美元。
蒸汽甲烷改性製氫市場是指專注於透過蒸汽甲烷改性(SMR)製程生產氫氣的產業。此方法涉及甲烷與水蒸氣在高溫下反應產生氫氣、一氧化碳和二氧化碳。 SMR技術廣泛應用於以天然氣為原料的大規模氫氣生產。
根據IEA 2019的數據,日本和中國是最大的液化天然氣進口國,氫能發展潛力最大。
對氫的需求不斷成長
由於氫在向低碳經濟轉型中發揮關鍵作用,交通、製造和能源產業越來越依賴SMR技術進行大規模氫生產。需求激增是由氫作為清潔能源載體的多功能性及其在不同領域的應用所推動的。隨著國家和產業努力實現排放目標並遵守環境法規,氫氣的重要性持續成長,SMR 的效率和擴充性使其成為氫氣生產的首選方法。
初始資本成本高
建立大規模的SMR基礎設施需要大量的初始投資,用於改性和相關設備的建設以及現有設備的改造。這種初始資本投資的財務負擔,特別是與替代氫氣生產技術相比,可能會阻礙力潛在投資者和產業相關人員。隨著全球工業和政府尋求向清潔能源來源轉型,SMR計劃所需的高額初始資本支出阻礙了其經濟可行性並減緩了市場成長。它可能會減慢您的速度。
技術進步
SMR技術的不斷創新和改進對於提高氫氣生產過程的效率、可靠性和環保性能發揮關鍵作用。先進的催化劑開發、製程最佳化和新穎的工程解決方案等創新正在幫助 SMR 更具成本效益和環境永續。此外,隨著產業的發展,持續的研發工作將帶來突破性進展,不僅最佳化現有的SMR工藝,也為將再生能源來源整合到氫氣生產中鋪平道路,滿足更清潔、更永續能源的更廣泛目標環境。
能源集中和效率問題
SMR製程在高溫下運行,需要大量的能量輸入,與替代氫氣生產方法相比,引發了人們對其整體效率的擔憂。中小型反應器的能源集中性質不僅增加了營業成本,而且與對能源效率和永續實踐的日益重視相衝突。隨著該行業努力最大限度地減少碳排放,SMR 將天然氣轉化為氫氣的效率相對較低是一個限制因素,這使得 SMR 在不斷發展的清潔能源技術形勢具有吸引力,可能會產生影響。
全球景氣衰退導致工業活動減少,影響了製造業和運輸等各部門的氫氣需求。供應鏈中斷、勞動力短缺和旅行限制也影響了新 SMR 設施的建設和試運行,導致計劃延誤。然而,能源市場的不確定性和產業資本支出的減少限制了對大規模氫氣生產計劃的投資,包括利用SMR技術的項目。
大型SMR系統領域預計將在預測期內成為最大的領域
大型 SMR 系統領域預計將成為預測期內最大的領域。大型SMR系統展示了生產大量氫氣的能力,滿足工業流程、精製和燃料電池等新興應用的多樣化需求。利用現有天然氣基礎設施的能力為工業向清潔能源來源轉型提供了一條具有成本效益的途徑。此外,氫在世界向永續和可再生能源解決方案轉變中發揮的核心作用,支持氫經濟國家的發展,也推動了該領域的繁榮。
先進的 SMR 產業預計在預測期內複合年成長率最高。
由於該行業認知到需要提高效率、減少碳排放和提高氫氣生產的永續性,預計先進的 SMR 行業在預測期內將出現最高的複合年成長率。先進的 SMR 系統通常包括觸媒技術、製程最佳化以及與捕碳封存(CCS) 解決方案整合方面的創新。此外,這些進步不僅有助於減少氫氣生產的環境足跡,而且與全球轉向清潔能源來源的運動保持一致。
在整個預測期內,亞太地區佔據最大的市場佔有率。該地區的快速工業化和對清潔能源解決方案日益成長的興趣正在推動各行業的氫氣需求。中國、日本和韓國等國家在採用大規模 SMR 系統方面處於領先地位,以實現雄心勃勃的氫氣生產目標。此外,亞太地區在全球供應鏈中的策略定位及其對新興經濟體的承諾將推動 SMR 製程的創新和技術進步,使其成為塑造全球氫能形勢軌蹟的關鍵參與者。
預計亞太地區在預測期內將實現盈利成長。包括中國、日本和韓國在內的該地區多個國家專注於永續和減少碳排放,對氫氣生產實施了嚴格的法規和雄心勃勃的目標。支持性政策、財政獎勵和補貼正在鼓勵業界投資SMR技術以進行大規模氫氣生產。此外,各國政府正在認知到氫在向清潔能源轉型中的作用,並積極推動氫經濟的發展。
According to Stratistics MRC, the Global Steam Methane Reforming Hydrogen Generation Market is accounted for $143.8 billion in 2023 and is expected to reach $248.0 billion by 2030 growing at a CAGR of 8.1% during the forecast period. The Steam Methane Reforming Hydrogen Generation Market refers to the industry focused on the production of hydrogen through the steam methane reforming (SMR) process. This method involves the reaction of methane with steam at high temperatures to produce hydrogen, carbon monoxide, and carbon dioxide. SMR technology is widely employed for large-scale hydrogen production, utilizing natural gas as a feedstock.
According to IEA 2019, Japan and China are the largest LNG importers with the highest potential for hydrogen development.
Growing demand for hydrogen
With hydrogen emerging as a key player in the transition towards a low-carbon economy, industries spanning transportation, manufacturing, and energy are increasingly relying on SMR technology for large-scale hydrogen production. The surge in demand is fueled by hydrogen's versatility as a clean energy carrier and its application in diverse sectors. As nations and industries strive to meet emission reduction targets and comply with environmental regulations, the importance of hydrogen continues to grow, positioning SMR as a preferred method for its production due to its efficiency and scalability.
High initial capital costs
Establishing large-scale SMR infrastructure involves substantial upfront expenditures for constructing reformers, related equipment, and adapting existing facilities. The financial burden of these initial capital investments can be a deterrent for potential investors and industry players, particularly in comparison to alternative hydrogen production technologies. As industries and governments globally seek to transition towards cleaner energy sources, the significant initial capital outlay required for SMR projects may hinder their economic viability, slowing down the market's growth.
Technological advancements
Continuous innovation and improvements in SMR technology play a crucial role in enhancing the efficiency, reliability, and environmental performance of hydrogen production processes. Innovations such as advanced catalyst developments, process optimization, and novel engineering solutions contribute to making SMR more cost-effective and environmentally sustainable. Moreover, as the industry evolves, ongoing research and development efforts lead to breakthroughs that not only optimize existing SMR processes but also pave the way for the integration of renewable energy sources into hydrogen production, aligning with the broader goals of a cleaner and more sustainable energy landscape.
Energy intensity and efficiency concerns
The SMR process, operating at high temperatures and requiring substantial energy inputs, raises apprehensions about overall efficiency compared to alternative hydrogen production methods. The energy-intensive nature of SMR not only contributes to operational costs but also conflicts with the increasing emphasis on energy efficiency and sustainable practices. As industries strive to minimize their carbon footprint, the relatively lower efficiency of SMR in converting natural gas to hydrogen becomes a limiting factor, potentially affecting its attractiveness in the evolving landscape of clean energy technologies.
The global economic downturn led to a contraction in industrial activities, impacting the demand for hydrogen across various sectors such as manufacturing and transportation. Disruptions in the supply chain, labor shortages, and restricted mobility also affected the construction and commissioning of new SMR facilities, leading to project delays. However, the uncertainty surrounding energy markets and reduced capital expenditures by industries constrained investments in large-scale hydrogen production projects, including those utilizing SMR technology.
The Large-Scale SMR Systems segment is expected to be the largest during the forecast period
Large-Scale SMR Systems segment is expected to be the largest during the forecast period. Large-scale SMR systems exhibit the capability to produce substantial quantities of hydrogen, catering to the diverse needs of industrial processes, refining, and emerging applications like fuel cells. Their ability to leverage existing natural gas infrastructure provides a cost-effective pathway for industries transitioning towards cleaner energy sources. Furthermore, the segment's boom is further fueled by its role in supporting the development of a hydrogen economy, wherein hydrogen plays a central role in the global shift towards sustainable and renewable energy solutions.
The Advanced SMR segment is expected to have the highest CAGR during the forecast period
Advanced SMR segment is expected to have the highest CAGR during the forecast period as industries recognize the need for enhanced efficiency, reduced carbon emissions, and improved sustainability in hydrogen production. Advanced SMR systems often involve innovations in catalyst technologies, process optimization, and integration with carbon capture and storage (CCS) solutions. Moreover, these advancements not only contribute to lowering the environmental footprint of hydrogen production but also align with the global push for cleaner energy sources.
Asia Pacific region dominated the largest share of the market throughout the projected period. Rapid industrialization, coupled with the region's increasing focus on clean energy solutions, is fueling the demand for hydrogen across diverse sectors. Countries like China, Japan, and South Korea are spearheading the adoption of large-scale SMR systems to meet their ambitious hydrogen production goals. Additionally, the Asia Pacific's strategic positioning in the global supply chain and its commitment to developing a hydrogen economy are driving innovation and technological advancements in SMR processes, making it a pivotal player in shaping the trajectory of the global hydrogen landscape.
Asia Pacific region is estimated to witness profitable growth over the extrapolated period. With a focus on sustainable development and reducing carbon emissions, several countries in the region, including China, Japan, and South Korea, have implemented stringent regulations and ambitious targets for hydrogen production. Supportive policies, financial incentives, and subsidies are encouraging industries to invest in SMR technology for large-scale hydrogen production. Furthermore, governments are actively promoting the development of a hydrogen economy, recognizing its role in the transition to cleaner energy.
Key players in the market
Some of the key players in Steam Methane Reforming Hydrogen Generation market include Air Liquide, Air Products & Chemicals, Inc, Ally Hi-Tech Co., Ltd, Ballard Power Systems Inc, Doosan Corporation, Hydrogenics Corporation, Iwatani Corporation, Linde plc, Mahler AGS GmbH, McDermott International, Inc, Mitsubishi Heavy Industries, Ltd, Chevron Corporation, Plug Power Inc, Siemens Energy AG and Taiyyon Nippon Sanso Corporation.
In September 2022, Raven SR completed its successful trial for the Steam reformer producing hydrogen rich syngas from methane. Its non-combustion and catalyst free design will exceed the typical performance of the SMR process. The technology is set to come into operation by the first half of 2023.
In June 2022, Air Liquide and Siemens Energy created a joint venture dedicated to the production of industrial-scale renewable hydrogen electrolyzers. Air Liquide is one of the leading industries in the hydrogen market, offering several hydrogen production services and SMR technologies.
In April 2022, Wood unveiled its new SMR technology with the capability to achieve 95% of CO2 emissions reduction when compared to the tradition SMR unit. It is applicable to both brownfield and greenfield projects, thereby reducing the overall costs of the process for the operators.