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市場調查報告書
商品編碼
1848384
綠色氫能和可再生燃料市場預測至2032年:按燃料類型、生產路徑、部署模式、應用和區域分類的全球分析Green Hydrogen & Renewable Fuels Market Forecasts to 2032 - Global Analysis By Fuel Type, Production Pathway, Deployment Model, Application and By Geography |
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根據 Stratistics MRC 的數據,預計到 2025 年,全球綠色氫能和可再生燃料市場規模將達到 1.25 兆美元,到 2032 年將達到 4.53 兆美元,預測期內複合年成長率將達到 20.2%。
綠色氫能是一種清潔燃料,它利用風能、太陽能和水力等可再生能源透過電解水製取,二氧化碳排放為零。作為石化燃料的永續替代品,綠氫能有助於工業和運輸領域的脫碳。可再生燃料,也稱為生質燃料,來自生質能、藻類和廢棄物等有機材料,其溫室氣體排放低於傳統燃料。綠色氫能和可再生燃料在加速能源轉型和實現全球氣候變遷目標方面都發揮著重要作用。
脫碳指令與氣候政策
脫碳政策和氣候變遷政策正在加速各工業領域對綠色氫能和可再生燃料的投資。各國政府設定了淨零排放目標,要求尋找化石能源和原料的替代方案。煉油廠正在將低碳燃料納入其長期轉型計畫。公共資金的投入提高了交通運輸和重工業領域相關計劃的可行性。鋼鐵和化學工業對清潔分子的需求也在不斷成長。這些發展趨勢正在推動整個能源系統的大規模應用。
高昂的資本和製造成本
電解槽系統要達到工業規模需要大量的前期投資。與傳統燃料的成本持平仍然難以實現。開發商面臨著漫長的投資回收期和不透明的承購協議。融資模式正在不斷發展以支持混合資本結構。這些限制因素仍然阻礙著電解槽系統的廣泛應用。
儲能及電網平衡機遇
生質燃料具有靈活的發電和輸電方式,並且與現有基礎設施相容。公用事業公司正在探索電轉氣和季節性儲能模式,以提高電網韌性。工業叢集正在利用氫能進行負荷分擔和碳抵消。這種發展勢頭正推動氫能的應用範圍從交通運輸和供熱擴展到其他領域。
原料和土地利用的限制
生質能資源的可用性因地區而異,並與糧食、林業和環境保護等優先事項競爭。土地集約化耕作可能引發環境和社會問題。用水和土壤劣化的風險促使監管機構和非政府組織進行審查。開發商必須權衡產量、影響和生命週期排放,以維護信譽。這些限制因素持續限制長期排放潛力。
疫情擾亂了綠色燃料產業的供應鏈,並延誤了基礎設施計劃。封鎖措施影響了氫能和生質燃料設施的建造進度和運轉率。交通運輸和工業領域的需求波動減緩了短期內清潔能源的普及。目前,復甦計畫正優先考慮清潔能源投資,以支持經濟和氣候目標的實現。大眾對能源安全和韌性的認知正在不斷提高。此次危機凸顯了低碳燃料對於保障未來能源系統發展的重要性。
預計在預測期內,綠氫能領域將成為最大的細分市場。
由於其多功能性、擴充性以及與脫碳目標的契合性,預計綠色氫能領域將在預測期內佔據最大的市場佔有率。電解技術正在工業、交通和公共產業領域迅速發展。開發商正在確保可再生能源供應,以確保低排放氣體生產。與氨、甲醇和合成燃料的結合正在拓展下游應用。政府支持的先導計畫正在檢驗藍圖商業性。該領域為清潔氫能的廣泛應用提供了長期支持。
預計在預測期內,航空業的複合年成長率將最高。
預計在預測期內,航空業將迎來最高的成長率,因為航空公司和燃料供應商都在尋求煤油的永續替代品。可再生噴射機燃料和氫動力推進系統在支線和遠距航線領域正蓬勃發展。飛機製造商、能源公司和監管機構之間的夥伴關係正在加速技術創新。各機隊對可直接取代燃料和可改裝解決方案的需求不斷成長。碳減排指令和永續航空燃料(SAF)混合目標正在推動這些技術的普及應用。透過整合低碳燃料,航空業正在重新定義航空業。
在預測期內,由於歐洲地區擁有強力的氣候政策架構、資金籌措機制和產業合作,預計將佔據最大的市場佔有率。歐盟正在建造氫能谷、生質燃料走廊和跨境基礎設施。對電解槽製造和原料物流的投資正在推動該地區產能的成長。大型能源公司和技術供應商的存在增強了其市場力量。監管政策的明朗化和碳定價機制正在推動商業化部署。
預計亞太地區在預測期內將呈現最高的複合年成長率,這主要得益於能源需求、政策支援和技術投資的共同推動。中國、印度、日本和澳洲等國正在交通運輸和工業領域大力推動綠氫和生質燃料計畫。政府支持的項目和出口策略正在加速基礎設施建設。當地企業正根據原料供應和能源結構,推出符合區域實際情況的解決方案。航空、航運和重工業領域對無污染燃料的需求不斷成長。該地區正崛起為可再生能源交通運輸企業的戰略成長中心。
According to Stratistics MRC, the Global Green Hydrogen & Renewable Fuels Market is accounted for $1.25 trillion in 2025 and is expected to reach $4.53 trillion by 2032 growing at a CAGR of 20.2% during the forecast period. Green hydrogen is a clean fuel produced through the electrolysis of water using renewable energy sources such as wind, solar, or hydropower, resulting in zero carbon emissions. It serves as a sustainable alternative to fossil fuels, supporting decarburization in industries and transportation. Renewable fuels, also known as biofuels, are derived from organic materials like biomass, algae, or waste, offering lower greenhouse gas emissions compared to conventional fuels. Together, green hydrogen and renewable fuels play a vital role in promoting energy transition and achieving global climate goals.
Decarbonisation mandates & climate policies
Decarburization mandates and climate policies are accelerating investment in green hydrogen and renewable fuels across industrial sectors. Governments are setting net-zero targets that require alternatives to fossil-based energy and feedstock's. Refineries are integrating low-carbon fuels into long-term transition plans. Public funding is improving project viability across transport and heavy industry. Demand for clean molecules is rising in steel and chemicals. These dynamics are propelling large-scale deployment across energy systems.
High capital and production costs
Electrolyser systems require significant upfront investment to reach industrial scale. Cost parity with conventional fuels remains difficult to achieve. Developers face long payback periods and uncertain offtake agreements. Financing models are evolving to support blended capital structures. These constraints continue to hinder widespread adoption.
Energy storage & grid balancing opportunity
Hydrogen can stabilize intermittent renewables by acting as a long-duration storage medium. Biofuels offer flexible dispatch and compatibility with existing infrastructure. Utilities are exploring power-to-gas and seasonal storage models to improve grid resilience. Industrial clusters are using hydrogen for load balancing and carbon offsetting. This momentum is expanding the role of fuels beyond transport and heat.
Feedstock and land use constraints
Biomass availability varies by region and competes with food, forestry, and conservation priorities. Land-intensive cultivation can trigger environmental and social concerns. Water use and soil degradation risks are prompting scrutiny from regulators and NGOs. Developers must balance yield, impact, and lifecycle emissions to maintain credibility. These limitations continue to constrain long-term growth potential.
The pandemic disrupted supply chains and delayed infrastructure projects across the green fuels sector. Lockdowns affected construction timelines and equipment availability for hydrogen and biofuel facilities. Demand volatility in transport and industry slowed short-term adoption. Recovery programs are now prioritizing clean energy investment to support economic and climate goals. Public awareness of energy security and resilience has increased. The crisis reinforced the strategic importance of low-carbon fuels in future-proofing energy systems.
The green hydrogen segment is expected to be the largest during the forecast period
The green hydrogen segment is expected to account for the largest market share during the forecast period due to its versatility, scalability, and alignment with decarbonisation targets. Electrolysis technologies are gaining traction across industrial, transport, and utility sectors. Developers are securing renewable power supply to ensure low-emission production. Integration with ammonia, methanol, and synthetic fuels is expanding downstream applications. Government-backed pilot projects are validating commercial viability. This segment anchors the long-term roadmap for clean hydrogen deployment.
The aviation segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the aviation segment is predicted to witness the highest growth rate as airlines and fuel providers seek sustainable alternatives to kerosene. Renewable jet fuels and hydrogen-based propulsion are gaining momentum in regional and long-haul segments. Partnerships between aircraft manufacturers, energy firms, and regulators are accelerating innovation. Demand for drop-in fuels and retrofittable solutions are rising across fleets. Carbon reduction mandates and SAF blending targets are driving adoption. This segment is redefining aviation through low-carbon fuel integration.
During the forecast period, the Europe region is expected to hold the largest market share due to its strong climate policy framework, funding mechanisms, and industrial collaboration. The EU is scaling hydrogen valleys, biofuel corridors, and cross-border infrastructure. Investment in electrolyser manufacturing and feedstock logistics is driving regional capacity. Presence of leading energy firms and technology providers is reinforcing market strength. Regulatory clarity and carbon pricing are supporting commercial deployment.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR as energy demand, policy support, and technology investment converge. Countries like China, India, Japan, and Australia are scaling green hydrogen and biofuel initiatives across transport and industry. Government-backed programs and export strategies are accelerating infrastructure development. Local firms are launching region-specific solutions tailored to feedstock availability and energy mix. Demand for clean fuels is rising across aviation, shipping, and heavy industry. The region is emerging as a strategic growth hub for renewable energy carriers.
Key players in the market
Some of the key players in Green Hydrogen & Renewable Fuels Market include Air Liquide S.A., Linde plc, Siemens Energy AG, Plug Power Inc., Nel ASA, ITM Power plc, Cummins Inc., Ballard Power Systems Inc., ENGIE S.A., Shell plc, TotalEnergies SE, Repsol S.A., Orsted A/S, HIF Global LLC and Johnson Matthey plc.
In February 2025, Air Liquide and TotalEnergies announced a joint investment exceeding €1 billion to develop two large-scale low-carbon hydrogen production plants in the Netherlands. These projects aim to produce 450,000 tonnes of green hydrogen annually by 2030, significantly reducing CO2 emissions in industrial and heavy mobility sectors.
In August 2024, Linde signed a long-term agreement to supply clean hydrogen to Dow's Path2Zero project in Alberta, Canada. This investment, exceeding $2 billion, aimed to construct Canada's largest clean hydrogen facility, scheduled for completion by 2028.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.