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市場調查報告書
商品編碼
1725199
2030 年粉紅氫市場預測:按類型、純度、製程、技術和地區進行的全球分析Pink Hydrogen Market Forecasts to 2030 - Global Analysis By Type (Liquid and Gas), Purity Level, Process, Technology and By Geography |
根據 Stratistics MRC 的數據,全球粉紅氫市場預計在 2025 年達到 39 億美元,到 2032 年將達到 101 億美元,預測期內的複合年成長率為 17.5%。
與使用可再生能源的綠色氫能不同,粉紅氫能依靠核能將水分解為氫和氧。核能被認為是一種低碳替代能源,因為它不會直接排放溫室氣體。此方法可以穩定且有效率地供應氫氣,有助於實現更清潔的能源轉型。隨著各國探索各種氫氣生產方法以支持永續和可靠的能源系統,粉紅氫氣正在引起人們的注意。
根據 Lazard 的計算,這些補貼可以將粉紅氫的平準化成本 (LCOH) 降低至每公斤 0.5 歐元左右,這可能使其比綠氫更便宜,後者在沒有補貼的情況下每公斤的成本在 3.20 歐元至 7 歐元之間。
高溫電解技術創新
高溫電解技術,特別是固體氧化物電解(SOEC)的進步,顯著提高了粉紅氫氣生產的能源效率。這些系統利用核能發電廠的廢熱,降低電力消耗和營業成本。溫度控管和電極材料的改進有助於延長使用壽命並提高性能。政府資金正在支持那些尋求脫碳的國家的先導計畫。這些因素共同作用,使得高溫電解成為市場擴張的關鍵驅動力。
開發週期長
由於技術複雜性和嚴格的監管審查,粉紅氫計劃通常面臨漫長的開發週期。與核能基礎設施的整合需要嚴格的安全性和可行性評估。許可、環境影響分析和相關人員的參與加劇了延誤。規劃、授權和建設所需的時間可能會阻礙私營部門的投資。氫價和核能政策的不確定性將加劇延誤。這些漫長的時間線阻礙了粉紅氫氣對全球氫氣供應的貢獻速度。
核能的可靠性
核能的高容量係數為氫氣生產提供了穩定、一致的電源,使其比間歇性可再生具有戰略優勢。隨著老化核子反應爐的現代化或再利用,生產粉紅氫的新途徑將會出現。將氫能融入現有核能電網將提高整體能源效率。一些地區正在探索專用於氫氣生產的小型模組化反應器(SMR)。對低碳能源多樣化的優惠政策獎勵將進一步釋放該領域的機會。
反核情緒與鄰避主義
輿論反彈核能,這對粉紅氫發展的聲譽造成了嚴重損害。 NIMBY(不要在我家後院)態度可能會因當地的抵抗而減緩或阻礙基礎設施計劃。環保人士有時也會以長期廢棄物管理問題為由,反對核能和氫能的融合。這些情緒會影響政策制定並減少對資金籌措和核准的支持。負面媒體報道會損害公眾信任和投資者信心。
疫情擾亂了供應鏈,並推遲了核能和氫能基礎設施的建設。由於緊急公共衛生問題而重新分配預算,暫時推遲了對綠色氫能計畫的資助。這場危機也凸顯了能源彈性的必要性,並促使各國政府探索核能和氫能之間的協同效應。在封鎖期間,遠端監控技術變得重要並提高了計劃管理的效率。總體而言,儘管短期內出現挫折,但長期驅動力正在增強。
鹼性電解領域預計將成為預測期內最大的領域
由於技術成熟度和相對較低的資本成本,鹼性電解領域預計將在預測期內佔據最大的市場佔有率。此方法廣泛應用於現有的氫氣生產裝置,確保了可靠性和成本效益。鹼性系統易於與核能發電等高高功率能源來源整合和擴大規模。與 PEM 和 SOEC 系統相比,它不需要先進的催化劑。這種高水準的可近性支持了它在整個行業中的傳播。電池材料和系統設計的不斷改進提高了性能和耐用性。
預計液體飲料市場在預測期內將以最高複合年成長率成長
由於高效儲存和遠距運輸的潛力,液體部分預計在預測期內將出現最高的成長率。液化可以使氫以更高的密度儲存,這對於航太、海洋和國際貿易等應用至關重要。低溫系統和容器設計的創新正在解決成本和能耗的歷史性挑戰。政府和私人公司正在投資液化工廠和配送基礎設施。新興的氫能走廊和出口市場正在進一步加速需求。
在預測期內,由於政府大力支持清潔氫能舉措和先進的核能計劃,預計亞太地區將佔據最大的市場佔有率。作為其淨零目標的一部分,日本和韓國等國家正在積極投資氫供應鏈。中國也正在探索核能和氫能的整合,以實現重工業脫碳。現有的核能發電能力和新核子反應爐的發展使該地區成為主要參與者。公用事業公司、能源公司和技術開發商之間的合作正在推動市場成熟。
在預測期內,北美預計將呈現最高的複合年成長率,這得益於不斷擴大的核能基礎設施和積極的脫碳目標。美國能源局的氫能計畫和小型模組化反應器的部署正在推動創新。加拿大致力於出口清潔氫氣,發展勢頭強勁。該地區的計劃旨在建立一個核能和電解技術於一體的氫能中心。支持性立法和官民合作關係正在加速計畫的進展。這些發展為粉紅氫業務的擴張創造了強勁的環境。
According to Stratistics MRC, the Global Pink Hydrogen Market is accounted for $3.9 billion in 2025 and is expected to reach $10.1 billion by 2032 growing at a CAGR of 17.5% during the forecast period.Pink hydrogen refers to hydrogen produced using nuclear energy through electrolysis. Unlike green hydrogen, which uses renewable energy, pink hydrogen relies on nuclear power to split water into hydrogen and oxygen. It is considered a low-carbon alternative, as nuclear energy does not produce direct greenhouse gas emissions. This method offers a stable and efficient hydrogen supply, contributing to cleaner energy transitions. Pink hydrogen is gaining attention as countries explore diverse hydrogen production methods to support sustainable and reliable energy systems.
According to Lazard's estimates, these subsidies could reduce the levelized cost of hydrogen (LCOH) for pink hydrogen to about 0.5 euros per kilogram, making it cheaper than green hydrogen, which can cost between 3.20 and 7 euros per kilogram without subsidies.
Innovations in high-temperature electrolysis
Technological advancements in high-temperature electrolysis, especially Solid Oxide Electrolysis Cells (SOECs), are significantly enhancing energy efficiency in pink hydrogen production. These systems utilize waste heat from nuclear plants, reducing electricity consumption and operational costs. Improved thermal management and electrode materials contribute to longer lifespans and better performance. Government funding is supporting pilot projects in countries pursuing decarbonization goals. These factors collectively position high-temperature electrolysis as a pivotal driver in market expansion.
Long development timelines
Pink hydrogen projects often face extended development cycles due to technical complexity and stringent regulatory scrutiny. Integration with nuclear infrastructure demands rigorous safety and feasibility assessments. Licensing, environmental impact analysis, and stakeholder engagement add to delays. The time required for planning, permitting, and construction can deter private sector investment. Uncertainties around hydrogen pricing and nuclear policy further compound delays. These long timelines hinder the pace at which pink hydrogen can contribute to global hydrogen supply.
Nuclear energy reliability
The high-capacity factor of nuclear energy provides a stable and consistent power source for hydrogen generation, offering a strategic advantage over intermittent renewables. As aging nuclear reactors are modernized or repurposed, they create new pathways for pink hydrogen production. The integration of hydrogen generation into existing nuclear grids enhances overall energy efficiency. Some regions are exploring small modular reactors (SMRs) dedicated to hydrogen production. Favorable policy incentives for low-carbon energy diversification further unlock opportunities in this space.
Anti-nuclear sentiment and NIMBYism
Public opposition to nuclear energy, fueled by safety concerns and past incidents, poses a serious reputational threat to pink hydrogen development. NIMBY (Not In My Backyard) attitudes can delay or block infrastructure projects due to local resistance. Environmental activists may also lobby against nuclear-hydrogen integration, citing long-term waste management issues. These sentiments influence policymaking, potentially reducing support for funding and approvals. Negative media coverage can erode public trust and investor confidence.
The pandemic disrupted supply chains and delayed construction of both nuclear and hydrogen-related infrastructure. Budget reallocations toward immediate public health concerns temporarily slowed funding for green hydrogen initiatives. The crisis also underscored the need for energy resilience, prompting governments to explore nuclear-hydrogen synergies. Remote monitoring technologies gained importance during lockdowns, enhancing project management efficiency. Overall, while short-term setbacks were observed, long-term growth drivers have gained strength.
The alkaline electrolysis segment is expected to be the largest during the forecast period
The alkaline electrolysis segment is expected to account for the largest market share during the forecast period due to its technological maturity and relatively lower capital costs. This method is widely used in established hydrogen production setups, ensuring reliability and cost-efficiency. Alkaline systems are easier to scale and integrate with high-output energy sources like nuclear power. They require less sophisticated catalysts compared to PEM or SOEC systems. This accessibility supports wider adoption across industries. Continued improvements in cell materials and system designs are enhancing performance and durability.
The liquid segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the liquid segment is predicted to witness the highest growth rate due to its potential for efficient storage and long-distance transport. Liquefaction allows hydrogen to be stored in higher densities, which is crucial for applications in aerospace, marine, and international trade. Innovations in cryogenic systems and container design are addressing historical cost and energy consumption challenges. Governments and private entities are investing in liquefaction plants and distribution infrastructure. Emerging hydrogen corridors and export markets are further accelerating demand.
During the forecast period, the Asia Pacific region is expected to hold the largest market share driven by strong government support for clean hydrogen initiatives and advanced nuclear programs. Countries like Japan and South Korea are actively investing in hydrogen supply chains as part of net-zero targets. China is also exploring nuclear-hydrogen integration to decarbonize heavy industries. Existing nuclear capacity, along with new reactor development, positions the region as a major player. Collaborations between utilities, energy companies, and technology developers enhance market maturity.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR underpinned by expanding nuclear infrastructure and aggressive decarbonization goals. The U.S. Department of Energy's hydrogen programs and SMR deployments are driving innovation. Canada's focus on clean hydrogen exports adds further momentum. Regional initiatives aim to establish hydrogen hubs integrating nuclear and electrolysis technologies. Supportive legislation and public-private partnerships are accelerating project pipelines. These developments collectively create a robust environment for pink hydrogen expansion.
Key players in the market
Some of the key players in Pink Hydrogen Market include Siemens Energy, Air Products and Chemicals, OKG Aktiebolag, Linde Plc, Exelon Corporation, Air Liquide, Nel ASA, Hydrogen Systems, Iberdrola SA, SGH2Energy, Sumitomo Corporation, Toshiba Corporation, SK Group, Hyundai Heavy Industries, and Sembcorp Industries.
In March 2025, Siemens Energy introduced the H2Pink Electrolyzer System, a nuclear-powered electrolysis unit for pink hydrogen production, optimized for integration with small modular reactors, delivering 20% higher efficiency.
In March 2025, Linde Plc announced the Linde PinkPure System, a nuclear-driven hydrogen purification platform for pink hydrogen, ensuring 99.999% purity for fuel cell applications with real-time quality monitoring.
In February 2025, Air Products and Chemicals launched the PinkH2 Industrial Generator, a scalable pink hydrogen production system for chemical manufacturing, using nuclear energy to achieve carbon-neutral hydrogen output.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.