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市場調查報告書
商品編碼
1776764
2032 年綠色氫能市場預測:按能源、生產規模、分銷類型、技術、應用、最終用戶和地區分類的全球分析Green Hydrogen Market Forecasts to 2032 - Global Analysis By Power Source, Production Scale, Distribution Mode, Technology, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球綠氫能市場預計在 2025 年達到 109 億美元,到 2032 年將達到 1,019 億美元,預測期內的複合年成長率為 37.5%。
綠氫是利用太陽能或風能等可再生能源動力來源所產生的氫氣。這個過程不同於石化燃料衍生的灰氫或藍氫,因為它將水分解成氫氣和氧氣,且不會產生碳排放。作為清潔能源載體,綠色氫能對於交通運輸、工業和發電等產業的脫碳至關重要。其擴充性以及作為間歇性可再生能源儲存器的作用,使其成為全球向淨零排放轉型的基石。
據Joule稱,與利用天然氣生產灰氫相比,透過可再生動力來源電解生產綠色氫可減少高達90%的生命週期二氧化碳排放。同一項研究還表明,用於生產綠氫的最先進的電解槽的能源效率約為70%。
全球脫碳目標與淨零承諾
世界各國政府正在實施嚴格的氣候政策,設定雄心勃勃的排放目標,並大力投資可再生能源基礎設施。利用太陽能、風能和水力發電,透過電解生產綠氫能,作為可擴展的解決方案,正日益受到鋼鐵、化學和運輸等難以減排的行業的青睞。氫氣作為燃料和原料的多功能性使其成為長期能源轉型策略的核心組成部分。隨著各國尋求能源組合多元化並減少對石化燃料的依賴,綠色氫能正成為未來能源系統的關鍵組成部分。
電解槽擴充性挑戰
現有的系統通常需要高額的資本投入,與再生能源來源的整合過程十分複雜。製造瓶頸、銥和鉑等關鍵材料的供應有限,以及不同負載條件下性能的不一致,進一步限制了其應用。此外,缺乏標準化設計和模組化解決方案也阻礙了其廣泛應用。這些擴充性問題對成本效益和長期可行性構成風險,尤其是在可再生能源供應不穩定的地區。
新的出口市場和國際貿易
綠氫能作為全球可交易商品的興起,正在釋放新的經濟機會。澳洲、智利和沙烏地阿拉伯等可再生資源豐富的國家正將自己定位為未來的出口國,而日本和韓國等能源匱乏的國家則正在投資進口基礎設施。雙邊協議、綠氫能走廊和認證框架正在製定中,以促進跨境貿易。預計這一轉變將刺激對氫能樞紐、港口基礎設施和液化技術的投資,從而建立強大的國際供應鏈。
安全問題和社會意識
氫氣的易燃性和高擴散性引發了安全隱患,阻礙了公眾接受和監管部門的核准。即使發生洩漏或爆炸事故,即使很少發生,也會產生負面宣傳,並削弱相關人員的信心。此外,由於缺乏對氫氣特性和益處的廣泛了解,消費者和政策制定者也對此心存疑慮。如果沒有積極的參與和教育,公眾的抵制可能會延遲計劃核准,並減緩市場擴張。
新冠疫情對綠色氫能產業產生了雙重影響。一方面,供應鏈中斷和計劃延遲影響了電解槽製造和可再生能源裝置的建設,延緩了部署進度。另一方面,這場危機凸顯了韌性和永續能源系統的重要性,並促使各國政府將綠氫能納入疫情後復甦計畫。獎勵策略和綠色投資框架加速了先導計畫和研發計畫的推進。
預計水電產業將成為預測期內最大的產業
由於水力發電能源輸出穩定且營運成本低廉,預計在預測期內將佔據最大的市場佔有率。與太陽能和風能不同,水力發電穩定,是連續電解製程的理想選擇。加拿大、挪威和亞洲部分地區等水力發電基礎設施完善的地區正在利用這一優勢擴大氫氣生產規模。水電領域擁有成熟的並聯型和最小的間歇性,可確保可靠的氫氣產量。
鹼性電解槽部分預計在預測期內達到最高複合年成長率
鹼性電解槽領域預計將在預測期內實現最高成長率,這得益於其成本效益和成熟的技術基礎。這些系統採用易於取得的材料,使用壽命長,因此對大規模工業應用具有吸引力。膜設計和電堆效率的最新進展提高了性能,而模組化配置則提高了擴充性。與可變可再生能源的兼容性也推動了其廣泛應用。
在預測期內,亞太地區預計將佔據最大的市場佔有率,這得益於積極的脫碳目標和豐富的可再生能源資源。中國、印度、日本和澳洲等國家正在投資氫能基礎設施、電解槽製造和出口能力。印度國家綠色氫能計畫和日本氫能路線圖等政府主導的措施正在推動該地區的成長。該地區不斷成長的工業基礎和能源需求使其成為跨產業氫能整合的首選。
由於有利的政策框架和技術創新,北美地區預計將在預測期內呈現最高的複合年成長率。美國《通膨控制法案》和加拿大《清潔氫能戰略》正在獎勵氫能的生產、基礎設施建設和終端應用。領先的公司推出千兆瓦級計劃,新興企業正在開拓新型電解槽設計和儲氫解決方案。該地區強大的研發生態系統和創業投資支持正在加速氫能的商業化進程。
According to Stratistics MRC, the Global Green Hydrogen Market is accounted for $10.9 billion in 2025 and is expected to reach $101.9 billion by 2032 growing at a CAGR of 37.5% during the forecast period. Green hydrogen is hydrogen gas produced through electrolysis powered by renewable energy sources such as solar or wind. This process splits water into hydrogen and oxygen without generating carbon emissions, distinguishing it from grey or blue hydrogen derived from fossil fuels. As a clean energy carrier, green hydrogen is critical to decarbonizing sectors like transportation, industry, and power generation. Its scalability and role in storing intermittent renewable energy make it a cornerstone of global transition toward net-zero emissions.
According to Joule, producing green hydrogen via electrolysis powered by renewable energy can reduce lifecycle CO2 emissions by up to 90% compared to grey hydrogen from natural gas. According to the same study, the energy efficiency of modern electrolyzers for green hydrogen production can reach around 70%.
Global decarbonization goals and net-zero commitments
Governments worldwide are implementing stringent climate policies, setting ambitious emission reduction targets, and investing heavily in renewable energy infrastructure. Green hydrogen, produced via electrolysis using solar, wind, or hydro power, is gaining traction as a scalable solution for hard-to-abate sectors such as steel, chemicals, and transportation. Its versatility as both a fuel and feedstock makes it central to long-term energy transition strategies. As nations seek to diversify energy portfolios and reduce fossil fuel dependence, green hydrogen is emerging as a cornerstone of future energy systems.
Scalability challenges of electrolyzers
Current systems often require high capital investment and complex integration with renewable energy sources. Manufacturing bottlenecks, limited availability of critical materials like iridium and platinum, and inconsistent performance across varying load conditions further constrain deployment. Additionally, the lack of standardized designs and modular solutions hampers widespread adoption. These scalability issues pose risks to cost-efficiency and long-term viability, especially in regions with fluctuating renewable energy supply.
New export markets and international trade
The emergence of green hydrogen as a globally tradable commodity is unlocking new economic opportunities. Countries with abundant renewable resources such as Australia, Chile, and Saudi Arabia are positioning themselves as future exporters, while energy-deficient nations like Japan and South Korea are investing in import infrastructure. Bilateral agreements, green hydrogen corridors, and certification frameworks are being developed to facilitate cross-border trade. This shift is expected to stimulate investment in hydrogen hubs, port infrastructure, and liquefaction technologies, creating a robust international supply chain.
Safety concerns and public perception
Hydrogen's flammability and high diffusivity raise safety concerns that can hinder public acceptance and regulatory approvals. Incidents involving leaks or explosions-even if rare-can generate negative media coverage and erode stakeholder confidence. Moreover, the lack of widespread understanding about hydrogen's properties and benefits contributes to skepticism among consumers and policymakers. Without proactive engagement and education, public resistance could slow down project approvals and delay market expansion.
The COVID-19 pandemic had a dual impact on the green hydrogen sector. On one hand, supply chain disruptions and project delays affected electrolyzer manufacturing and renewable energy installations, slowing down deployment timelines. On the other hand, the crisis underscored the importance of resilient and sustainable energy systems, prompting governments to include green hydrogen in post-pandemic recovery plans. Stimulus packages and green investment frameworks accelerated pilot projects and R&D initiatives.
The hydroelectric power segment is expected to be the largest during the forecast period
The hydroelectric power segment is expected to account for the largest market share during the forecast period due to its consistent energy output and low operational costs. Unlike solar and wind, hydro offers stable electricity generation, making it ideal for continuous electrolysis processes. Regions with established hydro infrastructure such as Canada, Norway, and parts of Asia are leveraging this advantage to scale hydrogen production. The segment benefits from mature grid connectivity and minimal intermittency, ensuring reliable hydrogen yields.
The alkaline electrolyzer segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the alkaline electrolyzer segment is predicted to witness the highest growth rate driven by their cost-effectiveness and proven technology base. These systems use readily available materials and offer longer operational lifespans, making them attractive for large-scale industrial applications. Recent advancements in membrane design and stack efficiency are enhancing performance, while modular configurations are improving scalability. Their compatibility with fluctuating renewable inputs further supports widespread adoption.
During the forecast period, the Asia Pacific region is expected to hold the largest market share fueled by aggressive decarbonization targets and abundant renewable energy resources. Countries like China, India, Japan, and Australia are investing in hydrogen infrastructure, electrolyzer manufacturing, and export capabilities. Government-backed initiatives, such as India's National Green Hydrogen Mission and Japan's Hydrogen Roadmap, are catalyzing regional growth. The region's industrial base and rising energy demand make it a prime candidate for hydrogen integration across sectors.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR attributed to favorable policy frameworks and technological innovation. The U.S. Inflation Reduction Act and Canada's Clean Hydrogen Strategy are incentivizing production, infrastructure development, and end-use adoption. Major players are launching gigawatt-scale projects, while startups are pioneering novel electrolyzer designs and hydrogen storage solutions. The region's strong R&D ecosystem and venture capital support are accelerating commercialization.
Key players in the market
Some of the key players in Green Hydrogen Market include Air Liquide, Air Products and Chemicals Inc., Linde plc, Siemens Energy AG, Cummins Inc, Plug Power Inc, Nel ASA, ITM Power plc, McPhy Energy S.A., ENGIE SA, Fortescue Future Industries (FFI), Iberdrola SA, Shell plc, BP plc, Toshiba Energy Systems & Solutions Corporation, China Petroleum & Chemical Corporation, Reliance Industries Limited and Yara International ASA.
In July 2025, ENGIE commissioned the largest wind farm in the Middle East and Africa, situated in Egypt, marking a milestone in regional renewables deployment. The project adds substantial capacity to ENGIE's global 8.5 GW+ wind and battery portfolio under construction.
In June 2025, Plug Power and Allied Green signed a new 2 GW electrolyzer deal in Uzbekistan, expanding their prior partnership to a total 5 GW global capacity. The agreement supports green ammonia production and represents Plug Power's growing footprint in Central Asia's hydrogen market.
In February 2025, Air Liquide and TotalEnergies announced a joint €1 billion investment to build two large electrolyzers in the Netherlands (200 MW in Rotterdam, 250 MW in Zeeland). These plants are expected to produce over 45,000 tons/year of green hydrogen from offshore wind, cutting ~450,000 tons of CO2 from refineries.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.