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市場調查報告書
商品編碼
1876671
綠色氫氣生產市場預測至2032年:按技術、可再生能源、生產規模、儲存類型、分銷管道、應用和地區分類的全球分析Green Hydrogen Production Market Forecasts to 2032 - Global Analysis By Technology, Renewable Source, Production Scale, Storage Type, Distribution Channel, Application, and By Geography |
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根據 Stratistics MRC 的一項研究,預計 2025 年全球綠氫生產市場價值為 82 億美元,到 2032 年將達到 980 億美元。
預計在預測期內,綠色氫氣市場將以42.4%的複合年成長率成長。綠色氫氣生產是指利用可再生能源發電電解水,從而生產出在其生命週期內碳排放接近零的氫氣。預計綠色氫氣將應用於難以脫碳的產業,例如重工業、航運和長期儲能。市場成長取決於電解成本的下降、豐富的可再生能源產能、扶持政策以及氫氣運輸和儲存基礎設施的建設。製造商、公共產業和工業用戶正在簽訂承購協議和合作協議以建立供應鏈,同時,低碳氫化合物認證標準和認證系統也正在出現。
根據國際能源總署(IEA)的《全球氫能評估報告》,到 2023 年,電解的生產能力將加倍,達到每年約 25 吉瓦。
全球對脫碳和淨零排放目標的關注日益成長
各國政府和企業正積極制定淨零排放目標,從而形成強而有力的監管和道德約束,以取代石化燃料。綠色氫氣在使用過程中僅排放水蒸氣,因此具有獨特的優勢,能夠服務重工業、化肥生產和遠距運輸等難以脫碳的產業。這種政策主導的需求正在刺激投資,並創造一個有利於市場成長的環境,使其成為清潔能源轉型的基石。
電解的高昂購置成本與營運成本
電解的運作成本仍然很高,且能耗巨大,這意味著氫氣的成本與再生能源的價格直接相關。這一劣勢導致綠氫目前在經濟競爭力上不如傳統的灰氫和藍氫。高成本阻礙了潛在投資者和終端用戶,導致最終投資決策和計劃生產過程被推遲,直到更經濟實惠的技術和規模經濟得以實現。
建設大型綠色氫能中心
策略性地發展綜合性綠色氫能樞紐蘊藏著巨大的機會。這些樞紐將大規模生產設施與豐富的可再生資源以及大規模承購方(例如產業叢集和出口碼頭)集中佈局。這種集中式模式透過基礎設施共用和規模經濟顯著降低成本。它還能降低投資風險,創造全新的價值鏈,使相關地區在未來的氫能經濟中佔據領先地位,並促進公共和私人資本的大量流入,從而推動發展。
與藍氫的競爭
利用二氧化碳捕集技術從天然氣製取的藍氫對市場構成重大威脅。藍氫利用現有的天然氣基礎設施,在中短期內提供了一種低成本、低碳的替代能源。這可能會導致投資和政策支援從綠氫轉移,從而加劇對石化燃料的依賴。為了確立其主導地位,綠氫必須具備成本競爭力,並展現出作為完全石化燃料燃料的卓越環境性能。
疫情初期,綠氫能市場因供應鏈瓶頸、建設延誤和資本投資暫時收緊而受到衝擊。然而,這場危機最終促進了該行業的成長。許多全球復甦計畫優先考慮清潔能源和策略性自給自足,促使政府大幅增加對綠氫能計劃的獎勵策略和政策支持。這強化了綠色氫能在其長期脫碳策略中的作用,並加快了2020年以來的計劃公告和投資進程。
預計在預測期內,鹼性電解槽(AEL)細分市場將佔據最大的市場佔有率。
鹼性電解槽(AEL)預計將佔據最大的市場佔有率,這反映了其技術的成熟度和成本效益。與較新的替代方案相比,AEL技術成熟可靠,且擁有較長的運作歷史。其較低的資本成本使其對大型、連續運作計劃特別具有吸引力,在這些專案中,整體計劃經濟效益比絕對效率更為重要。這項成功經驗確保了其在構成市場基礎的早期大型計劃中的主導地位。
預計在預測期內,風力發電領域的綠色氫能板塊將實現最高的複合年成長率。
預計在預測期內,以風力發電為動力的綠色氫能領域將達到最高成長率。這一成長主要得益於風電成本的大幅下降,尤其是離岸風力發電的成本下降,從而實現了大規模、穩定的能源供應。風電與氫氣生產的協同效應,使得有效應對電網間歇性問題,並將多餘的風力發電轉化為可儲存的氫燃料成為可能。這項價值提案正吸引大量投資,使風能成為具有成本競爭力的綠氫能生產再生能源來源。
預計在預測期內,歐洲將佔據最大的市場佔有率。這直接得益於其雄心勃勃且協調一致的政策框架。歐盟氫能戰略和REPowerEU計畫等舉措,在大量資金支持下,正催生強勁的需求。該地區擁有強大的工業基礎,致力於脫碳,並積極推動跨境合作,以建立穩健的氫能基礎設施。這種自上而下的策略方針,使歐洲在市場開發和應用方面處於世界領先地位。
預計亞太地區在預測期內將實現最高的複合年成長率,這主要得益於日本、韓國和澳洲等國的大規模國家戰略,這些戰略著眼於國內生產和國際供應鏈。中國在電解槽製造和可再生能源產能的巨額投資將進一步推動這一成長。該地區對氫氣的強勁工業需求,以及低成本太陽能和風力發電的巨大潛力,都是推動市場擴張的強大動力。
According to Stratistics MRC, the Global Green Hydrogen Production Market is accounted for $8.2 billion in 2025 and is expected to reach $98.0 billion by 2032, growing at a CAGR of 42.4% during the forecast period. Green hydrogen production uses renewable electricity to electrolyze water, creating hydrogen with near-zero lifecycle carbon emissions. It's targeted for hard-to-decarbonize sectors like heavy industry, shipping, and long-duration energy storage. Market growth depends on falling electrolyzer costs, abundant renewable capacity, supportive policy, and development of hydrogen transport and storage infrastructure. Manufacturers, utilities, and industrial users are forming offtake and partnership agreements to build supply chains, while standards and certification schemes emerge to validate low-carbon hydrogen.
According to the IEA's Global Hydrogen Review, electrolyser manufacturing capacity doubled in 2023 to ~25 GW/yr.
Growing global focus on decarbonization and net-zero targets
Governments and corporations are actively setting net-zero emissions targets, creating a powerful regulatory and ethical imperative to replace fossil fuels. Green hydrogen, which emits only water vapor when utilized, holds a unique position in decarbonizing challenging sectors such as heavy industry, fertilizer production, and long-haul transport. This policy-driven demand is accelerating investments and fostering a favorable environment for market growth, making it a cornerstone of the clean energy transition.
High capital and operational costs of electrolyzers
The capital expenditure for electrolyzers remains high, and their operation is energy-intensive, directly linking the cost of hydrogen to renewable electricity prices. This disadvantage currently makes green hydrogen less economically competitive compared to conventional grey or even blue hydrogen. These high costs deter potential investors and end-users, slowing down project final investment decisions and scaling efforts until more affordable technology and economies of scale are achieved.
Development of large-scale green hydrogen hubs
A major opportunity lies in the strategic development of integrated green hydrogen hubs. These hubs co-locate massive production facilities with abundant renewable resources and large-scale offtakers, such as industrial clusters or export terminals. This centralized model drastically reduces costs through shared infrastructure and economies of scale. Moreover, it de-risks investments and creates entire new value chains, positioning regions as leaders in the future hydrogen economy and attracting significant public and private capital for development.
Competition from blue hydrogen
Blue hydrogen, a product of natural gas with carbon capture, poses a significant threat to the market. Blue hydrogen presents a lower-cost, low-carbon alternative in the near to medium term, leveraging existing natural gas infrastructure. This can divert investments and policy support away from green hydrogen, potentially locking in fossil fuel dependencies. For green hydrogen to prevail, it must achieve cost parity and establish its superior environmental credentials as a completely fossil-free fuel.
The pandemic initially disrupted the green hydrogen market by causing supply chain bottlenecks, construction delays, and temporary capital expenditure pullbacks. But in the end, the crisis helped the sector grow. Many global recovery packages prioritized clean energy and strategic autonomy, leading to substantial governmental stimulus and policy support specifically for green hydrogen projects. This reinforced its role in long-term decarbonization strategies, accelerating project announcements and investment timelines post-2020.
The alkaline electrolyzers (AEL) segment is expected to be the largest during the forecast period
The alkaline electrolyzer (AEL) segment is projected to hold the largest market share, a testament to its established maturity and cost-effectiveness. AEL technology is well-understood, reliable, and has a longer operational history compared to newer alternatives. Its lower capital cost makes it particularly attractive for large-scale, continuous-operation projects where absolute efficiency is secondary to overall project economics. This proven track record ensures its dominance in initial flagship projects forming the market's foundation.
The wind energy-powered green hydrogen segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the wind energy-powered green hydrogen segment is predicted to witness the highest growth rate. The rapidly falling cost of wind power, particularly from offshore wind farms, drives this growth, as they can provide massive, consistent energy output. The synergy between wind power and hydrogen production allows for effective management of grid intermittency, converting excess wind energy into storable hydrogen fuel. This value proposition is attracting significant investment, positioning wind as a key renewable source for cost-competitive green hydrogen production.
During the forecast period, the Europe region is expected to hold the largest market share, a direct result of its ambitious and coherent policy framework. Initiatives like the EU's Hydrogen Strategy and REPowerEU plan, backed by substantial funding, have created a powerful demand pull. The region possesses a strong industrial base seeking decarbonization and is actively fostering cross-border partnerships to build a robust hydrogen infrastructure. This top-down strategic approach makes Europe the current global frontrunner in market development and deployment.
During the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by enormous national strategies in countries like Japan, South Korea, and Australia that focus on both domestic production and international supply chains. China's massive investments in electrolyzer manufacturing and renewable capacity further accelerate this growth. The region's strong industrial demand for hydrogen, combined with its vast potential for low-cost solar and wind energy, creates a powerful engine for market expansion.
Key players in the market
Some of the key players in Green Hydrogen Production Market include Air Liquide, Air Products and Chemicals, Inc., Linde plc, Siemens Energy AG, Nel ASA, ITM Power plc, McPhy Energy SA, Plug Power Inc., Bloom Energy Corporation, Engie SA, Iberdrola, S.A., Enel SpA, Orsted A/S, TotalEnergies SE, Shell plc, BP p.l.c., ACWA Power, Fortescue Metals Group Ltd, Cummins Inc., and Repsol S.A.
In October 2025, ITM Power unveiled its ALPHA-50 50-MW full-scope green-hydrogen plant standard and reported multiple FEED/project awards.
In July 2025, Siemens Energy announced an electrolyzer award to decarbonise a semiconductor manufacturer and highlighted its hydrogen electrolyzer product deployments.
In June 2025, Linde signed a long-term agreement to supply industrial gases to a world-scale low-carbon ammonia (green hydrogen feedstock) facility in Louisiana and described expanded electrolysis capabilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.