封面
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

出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

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。

COVID-19的影響:

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。

比最大的地區

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。

複合年成長率最高的地區:

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。

免費客製化服務:

訂閱此報告的客戶可享有以下免費自訂選項之一:

  • 公司簡介
    • 對其他市場公司(最多 3 家公司)進行全面分析
    • 主要企業的SWOT分析(最多3家公司)
  • 地理細分
    • 根據客戶興趣對主要國家市場進行估計、預測和複合年成長率(註:基於可行性檢查)
  • 競爭基準化分析
    • 根據產品系列、地理分佈和策略聯盟對主要企業基準化分析

目錄

第1章執行摘要

第2章 前言

  • 概述
  • 相關利益者
  • 研究範圍
  • 調查方法
    • 資料探勘
    • 數據分析
    • 數據檢驗
    • 研究途徑
  • 研究材料
    • 主要研究資料
    • 次級研究資訊來源
    • 先決條件

第3章市場走勢分析

  • 驅動程式
  • 限制因素
  • 機會
  • 威脅
  • 技術分析
  • 應用分析
  • 新興市場
  • COVID-19的影響

第4章 波特五力分析

  • 供應商的議價能力
  • 買家的議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭對手之間的競爭

5. 全球粉紅氫市場類型

  • 液體
  • 氣體

6. 全球粉紅氫市場(依純度)

  • 高純度
  • 標準純度

7. 全球粉紅氫市場(按工藝)

  • PEM電解(聚合物電解質膜)
  • 鹼性電解
  • 固體氧化物電解

8. 全球粉紅氫市場(按技術)

  • 電解
  • 蒸氣甲烷重整
  • 熱化學水分解
  • 其他技術

第9章全球粉紅氫市場(按應用)

  • 運輸
  • 化學品
  • 石化
  • 國內的
  • 其他用途

第10章全球粉紅氫市場(按地區)

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙
    • 其他歐洲國家
  • 亞太地區
    • 日本
    • 中國
    • 印度
    • 澳洲
    • 紐西蘭
    • 韓國
    • 其他亞太地區
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地區
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 卡達
    • 南非
    • 其他中東和非洲地區

第11章 重大進展

  • 協議、夥伴關係、合作和合資企業
  • 收購與合併
  • 新產品發布
  • 業務擴展
  • 其他關鍵策略

第12章 公司概況

  • Siemens Energy
  • Air Products and Chemicals
  • OKG Aktiebolag
  • Linde Plc
  • Exelon Corporation
  • Air Liquid
  • Nel ASA
  • Hydrogen Systems
  • Iberdrola SA
  • SGH2Energy
  • Sumitomo Corporation
  • Toshiba Corporation
  • SK Group
  • Hyundai Heavy Industries
  • Sembcorp Industries
Product Code: SMRC29345

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.

Market Dynamics:

Driver:

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.

Restraint:

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.

Opportunity:

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.

Threat:

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.

Covid-19 Impact:

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.

Region with largest share:

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.

Region with highest CAGR:

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.

Key Developments:

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.

Types Covered:

  • Liquid
  • Gas

Purity Levels Covered:

  • High Purity
  • Standard Purity

Processes Covered:

  • PEM Electrolysis (Polymer Electrolyte Membrane)
  • Alkaline Electrolysis
  • Solid Oxide Electrolysis

Technologies Covered:

  • Electrolysis
  • Steam Methane Reforming
  • Thermochemical Water Splitting
  • Other Technologies

Applications Covered:

  • Transportation
  • Chemical
  • Petrochemical
  • Steel
  • Domestic
  • Other Applications

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Technology Analysis
  • 3.7 Application Analysis
  • 3.8 Emerging Markets
  • 3.9 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Pink Hydrogen Market, By Type

  • 5.1 Introduction
  • 5.2 Liquid
  • 5.3 Gas

6 Global Pink Hydrogen Market, By Purity Level

  • 6.1 Introduction
  • 6.2 High Purity
  • 6.3 Standard Purity

7 Global Pink Hydrogen Market, By Process

  • 7.1 Introduction
  • 7.2 PEM Electrolysis (Polymer Electrolyte Membrane)
  • 7.3 Alkaline Electrolysis
  • 7.4 Solid Oxide Electrolysis

8 Global Pink Hydrogen Market, By Technology

  • 8.1 Introduction
  • 8.2 Electrolysis
  • 8.3 Steam Methane Reforming
  • 8.4 Thermochemical Water Splitting
  • 8.5 Other Technologies

9 Global Pink Hydrogen Market, By Application

  • 9.1 Introduction
  • 9.2 Transportation
  • 9.3 Chemical
  • 9.4 Petrochemical
  • 9.5 Steel
  • 9.6 Domestic
  • 9.7 Other Applications

10 Global Pink Hydrogen Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Siemens Energy
  • 12.2 Air Products and Chemicals
  • 12.3 OKG Aktiebolag
  • 12.4 Linde Plc
  • 12.5 Exelon Corporation
  • 12.6 Air Liquid
  • 12.7 Nel ASA
  • 12.8 Hydrogen Systems
  • 12.9 Iberdrola SA
  • 12.10 SGH2Energy
  • 12.11 Sumitomo Corporation
  • 12.12 Toshiba Corporation
  • 12.13 SK Group
  • 12.14 Hyundai Heavy Industries
  • 12.15 Sembcorp Industries

List of Tables

  • Table 1 Global Pink Hydrogen Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global Pink Hydrogen Market Outlook, By Type (2024-2032) ($MN)
  • Table 3 Global Pink Hydrogen Market Outlook, By Liquid (2024-2032) ($MN)
  • Table 4 Global Pink Hydrogen Market Outlook, By Gas (2024-2032) ($MN)
  • Table 5 Global Pink Hydrogen Market Outlook, By Purity Level (2024-2032) ($MN)
  • Table 6 Global Pink Hydrogen Market Outlook, By High Purity (2024-2032) ($MN)
  • Table 7 Global Pink Hydrogen Market Outlook, By Standard Purity (2024-2032) ($MN)
  • Table 8 Global Pink Hydrogen Market Outlook, By Process (2024-2032) ($MN)
  • Table 9 Global Pink Hydrogen Market Outlook, By PEM Electrolysis (Polymer Electrolyte Membrane) (2024-2032) ($MN)
  • Table 10 Global Pink Hydrogen Market Outlook, By Alkaline Electrolysis (2024-2032) ($MN)
  • Table 11 Global Pink Hydrogen Market Outlook, By Solid Oxide Electrolysis (2024-2032) ($MN)
  • Table 12 Global Pink Hydrogen Market Outlook, By Technology (2024-2032) ($MN)
  • Table 13 Global Pink Hydrogen Market Outlook, By Electrolysis (2024-2032) ($MN)
  • Table 14 Global Pink Hydrogen Market Outlook, By Steam Methane Reforming (2024-2032) ($MN)
  • Table 15 Global Pink Hydrogen Market Outlook, By Thermochemical Water Splitting (2024-2032) ($MN)
  • Table 16 Global Pink Hydrogen Market Outlook, By Other Technologies (2024-2032) ($MN)
  • Table 17 Global Pink Hydrogen Market Outlook, By Application (2024-2032) ($MN)
  • Table 18 Global Pink Hydrogen Market Outlook, By Transportation (2024-2032) ($MN)
  • Table 19 Global Pink Hydrogen Market Outlook, By Chemical (2024-2032) ($MN)
  • Table 20 Global Pink Hydrogen Market Outlook, By Petrochemical (2024-2032) ($MN)
  • Table 21 Global Pink Hydrogen Market Outlook, By Steel (2024-2032) ($MN)
  • Table 22 Global Pink Hydrogen Market Outlook, By Domestic (2024-2032) ($MN)
  • Table 23 Global Pink Hydrogen Market Outlook, By Other Applications (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.