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市場調查報告書
商品編碼
1904676
綠氫中間體市場預測至2032年:按中間體、應用和區域分類的全球分析Green Hydrogen Intermediates Market Forecasts to 2032 - Global Analysis By Intermediate (Green Ammonia, Green Methanol, Synthetic Hydrocarbons, Green Hydrogen-Derived Liquids and Green Hydrogen-Derived Gases), Application and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球綠氫中間體市場價值將達到 100.4 億美元,到 2032 年將達到 820.1 億美元,在預測期內的複合年成長率為 35.0%。
綠氫中間體對於實現低碳能源社會至關重要。這些產品透過可再生能源電解制取,在氫氣應用於各種領域之前,可作為臨時儲存和運輸介質。它們有助於氫氣在化學製造、燃料電池技術和合成燃料等領域的處理、儲存和應用。作為生產和終端應用之間的橋樑,它們解決了與氫氣分銷相關的物流難題。隨著脫碳進程的日益重要,推動可再生能源併網和實現全球淨零排放目標,綠色氫中間體的需求和發展正在迅速成長,為工業向永續能源解決方案轉型提供了一條靈活且環境友好的途徑。
根據世界自然基金會(WWF-India)的數據,到 2030 年,印度的工業和商業部門預計每年將需要 380 萬噸綠色氫氣,其中煉油、化肥和鋼鐵等行業的需求量最大。
對清潔能源的需求日益成長
全球對永續能源日益成長的興趣正在推動綠氫中間體市場的發展。各國和各產業都在優先考慮減少碳排放並向可再生能源轉型,這促使對綠氫生產的投資不斷增加。中間體是儲存和運輸氫氣的實用手段,可用於工業生產、發電和交通運輸等領域。它們在鋼鐵、化工和物流等產業的脫碳過程中發揮關鍵作用。可再生能源產能的持續成長使得氫能解決方案的應用更加廣泛,進一步增強了市場前景。因此,綠色氫中間體在實現永續性、能源安全和全球淨零排放目標方面正變得至關重要。
高昂的生產成本
綠氫中間體市場面臨的主要挑戰仍然是其高昂的生產成本。透過電解生產綠氫需要大量投資,並且依賴高成本的再生能源。進一步加工成中間體、儲存和運輸都會增加總成本。因此,與傳統石化燃料相比,綠色氫的經濟吸引力有所下降。高成本可能會阻礙工業界和終端用戶大規模採用中間體,從而限制市場成長。在出現具有成本效益的技術和生產方法之前,經濟壁壘將繼續阻礙市場的廣泛滲透。因此,價格相關的限制因素對綠氫中間體的全球擴張構成了重大挑戰。
氫氣生產技術的進步
氫氣生產技術的進步為綠氫中間體市場帶來了廣闊的成長前景。電解、儲存和轉化製程的創新使氫中間體的效率更高、安全性更強、經濟性更高。這些技術進步支持大規模生產、安全儲存和高效運輸,從而滿足工業和能源應用的需求。先進的方法有助於降低營運成本,使綠氫能與石化燃料相比更具競爭力。持續的研發工作推動了擴充性、經濟高效的解決方案的開發,使各行業能夠有效地將中間體整合到能源和生產系統中。因此,這些技術發展開闢了新的市場,促進了多樣化的應用,並加速了全球低碳能源解決方案的普及。
與傳統燃料的競爭
綠氫中間體產業面臨來自煤炭、石油和天然氣等傳統能源來源的競爭。這些燃料因其成本效益高、易於取得且基礎設施完善,在工業和居民生活中極具吸引力。然而,它們的經濟優勢也阻礙了綠色氫中間體的廣泛應用,尤其是在價格敏感地區。對傳統能源的持續補貼和投資進一步限制了市場擴張。如果綠氫生產成本沒有顯著降低,技術沒有顯著改進,中間體產品將難以獲得市場佔有率,這可能會減緩其對工業脫碳的貢獻,並延緩全球向永續能源體系的轉型。
新冠疫情的蔓延對綠氫中間體市場產生了雙重影響:一方面是限制性的,另一方面是刺激性的。生產停滯、供應鏈中斷以及可再生能源專案的延誤阻礙了短期成長。封鎖措施和工業活動的減少降低了鋼鐵、化工和氨等行業對中間體的需求。同時,政府以永續發展為永續性的復甦計畫鼓勵了對綠色氫基礎設施的投資。隨著工業活動的恢復和可再生能源計劃的重啟,市場動能開始回升。儘管面臨初期挑戰,疫情凸顯了低碳、高韌性能源解決方案的重要性,為綠氫中間體創造了長期成長機遇,並加速了業界對永續能源轉型的關注。
預計在預測期內,綠色氨氣細分市場將佔據最大的市場佔有率。
由於其工業相關性和廣泛適用性,預計綠色氨在預測期內將佔據最大的市場佔有率。綠色氨廣泛用作化學肥料和化學品生產的原料,並提供了一種高效的氫氣儲存和運輸方式。氨可轉化為氫氣,使其成為大規模應用的關鍵能源中間體。在成熟的生產和分銷基礎設施以及不斷成長的可再生能源投資的支持下,綠色氨保持著強勁的市場地位。隨著各行業和政府日益重視脫碳和永續能源的採用,綠色氨將繼續保持最大的市場佔有率,為將氫氣整合到全球工業流程和能源系統中提供切實可行且擴充性的解決方案。
預計在預測期內,船用燃料細分市場將呈現最高的複合年成長率。
預計在預測期內,船用燃料領域將實現最高成長率。日益嚴格的國際法規和永續性正推動航運業轉向低碳、零排放燃料,使得氫基燃料和氨成為極具吸引力的選擇。綠氫中間體為船舶的能源儲存、運輸和船上利用提供了高效率的解決方案。對綠色燃料基礎設施和氫動力船舶試驗計畫的不斷成長的投資正在推動市場的快速發展。隨著航運業加速向永續能源轉型,預計該領域將顯著成長,為氫中間體相關企業帶來廣泛的機會。
預計亞太地區將在預測期內佔據最大的市場佔有率,這主要得益於其高工業消費量、不斷擴大的可再生能源產能以及政府的大力支持。中國、日本和韓國等主要國家正在大力投資綠色氨、氫氣生產基礎設施以及基於可再生能源的電解設施。該地區在鋼鐵、化工和化肥行業的優勢顯著促進了氫中間體的應用。扶持性政策、產業合作和戰略舉措進一步推動了市場成長。工業需求、永續性和政府獎勵的共同作用,使亞太地區成為市場領導者,並為綠氫中間體的大規模生產、儲存和在各種應用領域中的利用創造了有利的生態系統。
由於中東和非洲地區擁有巨大的可再生能源潛力以及對氫能基礎設施投資的不斷成長,預計該地區在預測期內將實現最高的複合年成長率。沙烏地阿拉伯、阿拉伯聯合大公國和南非等國正積極推動綠色氫能和氨計劃,旨在實現能源來源多元化並減少排放。政府與私人企業之間的密切合作,以及優惠政策和財政獎勵的支持,正在推動市場擴張。隨著對永續能源應用、工業脫碳和綠氫能出口策略的日益重視,該地區預計將迎來快速市場成長,為相關人員提供豐厚的機遇,並促進氫中間體的大規模開發。
According to Stratistics MRC, the Global Green Hydrogen Intermediates Market is accounted for $10.04 billion in 2025 and is expected to reach $82.01 billion by 2032 growing at a CAGR of 35.0% during the forecast period. Green hydrogen intermediates are essential for advancing a low-carbon energy future. Generated via renewable-powered electrolysis, they serve as temporary storage and transport mediums for hydrogen before deployment in multiple applications. These intermediates enable easier handling, storage, and incorporation of hydrogen in sectors like chemical manufacturing, fuel cell technology, and synthetic fuels. Acting as a bridge between production and end use, they address logistical challenges related to hydrogen distribution. With growing emphasis on decarbonization, renewable energy integration, and global net-zero commitments, the demand and development of green hydrogen intermediates are expanding rapidly, providing a versatile, eco-friendly pathway for industries to transition toward sustainable energy solutions.
According to the World Wildlife Fund (WWF-India), industrial and commercial consumers in India could demand 3.8 million tonnes of green hydrogen annually by 2030, driven by sectors such as refining, fertilizers, and steel.
Rising demand for clean energy
Increasing global emphasis on sustainable energy is fueling growth in the green hydrogen intermediates market. Nations and industries are prioritizing carbon reduction and transitioning toward renewable energy, boosting investments in green hydrogen production. Intermediates act as a practical means to store, transport, and deploy hydrogen across industrial processes, electricity generation, and transportation applications. They play a vital role in decarbonizing sectors such as steel, chemicals, and logistics. The ongoing expansion of renewable energy capacity further strengthens market prospects, enabling broader use of hydrogen solutions. Consequently, green hydrogen intermediates are becoming indispensable in efforts to achieve sustainability, energy security, and global net-zero emission objectives.
High production costs
Elevated production costs remain a key challenge for the green hydrogen intermediates market. Producing green hydrogen via electrolysis demands heavy investment and depends on costly renewable electricity. Further processing into intermediates, along with storage and distribution, adds to overall expenses. As a result, green hydrogen becomes less economically attractive compared to traditional fossil fuels. High costs may discourage industries and end-users from adopting intermediates at scale, restraining market growth. Until cost-efficient technologies and production methods emerge, the economic barrier will continue to impede widespread market penetration. Consequently, price-related limitations pose a significant challenge for the global expansion of green hydrogen intermediates.
Technological advancements in hydrogen production
Advances in hydrogen production technologies provide promising growth prospects for the green hydrogen intermediates market. Innovations in electrolysis, storage, and conversion processes are improving efficiency, safety, and economic viability of hydrogen intermediates. These technological improvements support large-scale production, secure storage, and efficient transportation for industrial and energy applications. Enhanced methods help reduce operational costs, making green hydrogen increasingly competitive against fossil fuels. Continuous research and innovation are driving scalable, cost-effective solutions, enabling industries to integrate intermediates into their energy and production systems effectively. As a result, these technological developments open new markets, facilitate diverse applications, and accelerate the adoption of low-carbon energy solutions globally.
Competition from conventional fuels
The green hydrogen intermediates sector is threatened by competition from conventional energy sources like coal, oil, and natural gas. These fuels are cost-effective, readily available, and supported by extensive infrastructure, making them attractive for industrial and consumer use. Their economic advantages slow the uptake of green hydrogen intermediates, especially in regions with high price sensitivity. Continued subsidies and investments in traditional energy further restrain market expansion. Without significant cost reductions and technological improvements in green hydrogen production, intermediates may face challenges in gaining market share, slowing their contribution to industrial decarbonization and delaying the transition to sustainable energy systems globally.
The COVID-19 outbreak had both constraining and enabling effects on the green hydrogen intermediates market. Short-term growth was disrupted due to halted production, supply chain interruptions, and delays in renewable energy initiatives. Lockdowns and reduced industrial operations decreased demand for intermediates in sectors like steel, chemicals, and ammonia. Conversely, government recovery plans emphasizing sustainability encouraged investments in green hydrogen infrastructure. As industrial activity resumed and renewable projects restarted, market momentum began to recover. Despite initial setbacks, the pandemic highlighted the critical role of low-carbon and resilient energy solutions, ultimately creating long-term growth opportunities for green hydrogen intermediates while accelerating industry focus on sustainable energy transitions.
The green ammonia segment is expected to be the largest during the forecast period
The green ammonia segment is expected to account for the largest market share during the forecast period due to its industrial relevance and adaptability. It is widely used as a feedstock in fertilizer and chemical production and offers an efficient way to store and transport hydrogen. The capability to reconvert ammonia into hydrogen makes it an important energy intermediary for large-scale deployment. Supported by established production and distribution infrastructure, as well as growing renewable energy investments, green ammonia maintains a strong market presence. With increasing emphasis on decarbonization and sustainable energy adoption by industries and governments, green ammonia remains the largest segment, providing a practical, scalable solution for integrating hydrogen into both industrial processes and energy systems globally.
The shipping fuels segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the shipping fuels segment is predicted to witness the highest growth rate. Stricter international regulations and sustainability mandates are encouraging the maritime industry to shift toward low-carbon and zero-emission fuel alternatives, making hydrogen-derived fuels and ammonia highly appealing. Green hydrogen intermediates offer efficient solutions for energy storage, transportation, and on-board utilization in vessels. Rising investment in green fuel infrastructure, along with pilot programs for hydrogen-powered shipping, supports rapid market adoption. As the shipping industry accelerates its transition to sustainable energy, this segment is poised for substantial growth, offering extensive opportunities for companies involved in hydrogen intermediates.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by high industrial consumption, expanding renewable energy capacity, and strong governmental backing. Key nations including China, Japan, and South Korea are heavily investing in green ammonia, hydrogen production infrastructure, and renewable-based electrolysis facilities. The region's dominance in steel, chemical, and fertilizer sectors contributes significantly to hydrogen intermediates adoption. Supportive policies, industrial collaborations, and strategic initiatives further accelerate growth. The combined effect of industrial demand, sustainability efforts, and government incentives positions Asia Pacific as the market leader, creating a favorable ecosystem for large-scale production, storage, and utilization of green hydrogen intermediates across multiple applications.
Over the forecast period, the Middle East & Africa region is anticipated to exhibit the highest CAGR, owing to its vast renewable energy potential and growing hydrogen infrastructure investments. Nations including Saudi Arabia, the UAE, and South Africa are actively developing green hydrogen and ammonia projects to diversify energy sources and curb emissions. Strong collaboration between governments and private enterprises, supported by favorable policies and financial incentives, is fueling market expansion. With a rising focus on sustainable energy adoption, industrial decarbonization, and green hydrogen export strategies, this region is poised for rapid market growth, presenting lucrative opportunities for stakeholders and fostering the development of hydrogen intermediates at scale.
Key players in the market
Some of the key players in Green Hydrogen Intermediates Market include Air Liquide S.A., Air Products and Chemicals, Inc., Siemens Energy, ENGIE, Uniper SE, Linde plc, Nel ASA, Plug Power Inc., ITM Power plc, Thyssenkrupp Uhde, Thyssenkrupp Nucera, Adani New Industries Ltd., Reliance Green Hydrogen, ACME Cleantech Solutions and AM Green.
In October 2025, ENGIE North America (ENGIE) announced that it has entered into additional Power Purchase Agreements (PPAs) with Meta that will increase the overall scale of the commercial relationship between the two companies to more than 1.3 GW across four Texas projects. The announced PPAs include ENGIE's new 600 MW Swenson Ranch Solar project in Stonewall county, south east of Lubbock, Texas.
In September 2025, Siemens Energy Secures Major Converter Station Contract. The transmission system operators (TSOs), Energinet and 50Hertz, have placed a joint order with Siemens Energy for the construction and turnkey delivery of four converter stations and other technical components that will connect the Bornholm Energy Island project to the mainland grids of Denmark and Germany.
In August 2025, Air Liquide announces that it has signed a binding agreement with Macquarie Asia-Pacific Infrastructure Fund 2, for the acquisition of DIG Airgas, a leading national player in South Korea. It is expected to close in the first semester of 2026. The proposed transaction values DIG Airgas at an enterprise value of 2.85 billion euros / 4.6 trillion South Korean won.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.