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市場調查報告書
商品編碼
2040932
氫氣市場預測至2034年:按類型、儲存、運輸、應用和區域分類的全球分析Hydrogen Market Forecasts to 2034 - Global Analysis By Type (Green Hydrogen, Gray Hydrogen, Blue Hydrogen, Brown Hydrogen and Other Types), Storage, Transportation, Application and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球氫能市場規模將達到 3,213 億美元,並在預測期內以 9.8% 的複合年成長率成長,到 2034 年將達到 6,799 億美元。
氫是宇宙中最簡單、最豐富的元素。它是一種無色、無味、高度易燃的氣體。氫原子由一個質子和一個電子組成。它常見於水分子(H₂O)和各種有機化合物。由於氫氣作為能量載體具有廣泛的用途,並且在燃料電池和清潔能源領域具有巨大的應用潛力,因此它在從燃料生產到化學和能源等眾多行業中都發揮著至關重要的作用。
據新能源和可再生能源部稱,國家氫能發展計畫將使綠色氫能在2030年佔氫能總需求的比例提高到46%,預計其市場佔有率在2025年至2030年間將進一步擴大。
工業脫碳
工業領域的脫碳進程正在加速氫能這項清潔能源來源轉型。交通運輸、製造業和能源等產業正因其零排放潛力而積極採用氫能。隨著對生產、儲存和基礎設施投資的不斷增加,氫能市場正在迅速擴張。氫能作為燃料和能源載體的多功能性,使其成為各產業脫碳的關鍵要素,推動創新並加速全球永續能源轉型。
與其他技術的競爭
在儲能領域,氫能由於其技術的成熟性和擴充性,面臨來自電池等現有技術的激烈競爭。此外,太陽能和風能等其他清潔能源來源的進步也加劇了可再生能源領域的競爭。基礎建設和成本效益的挑戰也影響氫能相對於這些技術的競爭力,因此需要持續的創新和投資才能確立強大的市場地位。
可再生能源的整合
可再生能源的整合對於塑造氫能市場至關重要。透過使用風能、太陽能和其他再生能源來源為電解槽運作,氫氣生產將變得更加清潔和永續。透過這些方式生產的綠色氫氣為石化燃料提供了一種環境友善的替代方案。這種整合將推動市場成長,促進氫能技術發展,減少碳排放,並有助於建立更永續的能源環境。
生產成本
氫氣市場的生產成本因採用的方法而異。高溫電解和光電化學等先進技術可望在未來降低成本。能源價格、技術進步和生產規模都會影響成本,進而影響氫氣作為能源載體的競爭力。這正是限制市場成長的一個因素。
新冠疫情初期,由於供應鏈中斷和投資減少,氫能市場成長放緩。然而,隨後疫情促使人們對綠色復甦的關注度提升,並強化了氫能在清潔能源解決方案中的作用。世界各國政府在經濟獎勵策略中優先考慮氫能基礎建設,並推動綠色氫氣生產技術的創新和投資。整體而言,儘管短期內遭遇挫折,但疫情起到了催化劑的作用,使人們重新關注氫能作為永續能源轉型關鍵因素的地位。
在預測期內,綠色氫能領域預計將成為最大的細分市場。
在預測期內,綠色氫能細分市場預計將佔據最大佔有率。綠氫能利用風能和太陽能等再生能源來源,透過電解生產,正在革新市場格局。其環保的生產方式不排放碳,是依賴石化燃料的傳統氫氣生產方法的永續替代方案。隨著全球對脫碳和可再生能源的關注度不斷提高,綠氫能正蓬勃發展,有望透過提供清潔能源解決方案、減少碳足跡和促進更永續的未來,從而改變各行各業。
預計在預測期內,能源產業將呈現最高的複合年成長率。
在預測期內,能源領域預計將呈現最高的複合年成長率。隨著人們對脫碳的日益關注,氫能在交通、發電和製造業等行業的廣泛應用正在加速其需求成長。對氫能基礎設施的投資、電解和燃料電池技術的進步以及政府的支持政策都在推動市場成長。政府支持、創新項目和跨產業夥伴關係正在創造一個充滿活力的市場環境,氫能在全球向永續能源轉型中發揮著至關重要的作用。
預計北美將在預測期內佔據最大的市場佔有率。政府措施以及與私營部門的合作正在推動氫能基礎設施的發展,尤其是在交通和工業領域。電解技術和再生能源來源的進步正在促進該地區氫能經濟的擴張。市場參與者正積極致力於擴大生產規模並加強分銷網路,以滿足日益成長的永續替代能源需求。
預計亞太地區在預測期內將維持最高的複合年成長率。主要促進因素包括政府推動氫能應用的措施、對可再生能源投資的增加以及動力來源交通的興起。行業相關人員之間的合作和技術進步進一步促進了市場擴張,使該地區成為氫能創新和應用的關鍵中心。
According to Stratistics MRC, the Global Hydrogen Market is accounted for $321.3 billion in 2026 and is expected to reach $679.9 billion by 2034 growing at a CAGR of 9.8% during the forecast period. Hydrogen is the simplest and most abundant element in the universe. It's a colorless, odorless, and highly flammable gas. In its atomic form, hydrogen consists of a single proton and a single electron. It's commonly found in water molecules (H2O) and various organic compounds. Hydrogen plays a significant role in various industries, from fuel production to the chemical and energy sectors due to its versatility as an energy carrier and its potential for use in fuel cells and clean energy applications.
According to the Ministry of New and Renewable Energy, the national hydrogen mission could potentially increase green hydrogen's share in this total hydrogen demand to 46% by 2030, which is further anticipated to enhance the market share during 2025-2030.
Decarbonization in industries
Decarbonization in industries is accelerating the shift towards hydrogen as a clean energy source. Industries like transportation, manufacturing, and energy are adopting hydrogen due to its zero-emission potential. The market is expanding rapidly, with increased investments in production, storage, and infrastructure. Its versatility as a fuel and energy carrier positions hydrogen as a pivotal element in decarbonizing various sectors, driving innovation and fostering a sustainable energy transition worldwide.
Competition with other technologies
The market faces stiff competition from established technologies like batteries in the energy storage sector due to their maturity and scalability. Additionally, the advancement of alternative clean energy sources, such as solar and wind power, poses competition in the realm of renewable energy. Challenges in infrastructure development and cost-effectiveness also affect hydrogen's competitiveness against these technologies, demanding continual innovation and investment to carve its niche in the market.
Renewable energy integration
Renewable energy integration is pivotal in shaping the hydrogen market. Utilizing wind, solar, and other renewable sources to power electrolyzers, hydrogen production becomes cleaner and sustainable. Green hydrogen, generated through these means, offers an eco-friendly alternative to fossil fuels. This integration fosters market growth, driving advancements in hydrogen technologies, reducing carbon footprints, and promoting a more sustainable energy landscape.
Production costs
The production costs in the hydrogen market vary depending on the method used. Advanced methods like high-temperature electrolysis or photoelectrochemical processes may offer potential cost reductions in the future. Costs are influenced by energy prices, technology advancements, and scale of production, impacting the competitiveness of hydrogen as an energy carrier. This is the factor restraining the growth of the market.
The COVID-19 pandemic initially slowed the hydrogen market's growth due to disrupted supply chains and decreased investments. However, it later spurred interest in green recovery, elevating hydrogen's role in clean energy solutions. Governments emphasized hydrogen infrastructure in stimulus plans, fostering innovation and investment in green hydrogen production technologies. Overall, the pandemic acted as a catalyst, redirecting attention to hydrogen as a pivotal player in sustainable energy transitions despite short-term setbacks.
The green hydrogen segment is expected to be the largest during the forecast period
The green hydrogen segment is expected to be the largest during the forecast period. Green hydrogen, derived from renewable sources like wind or solar power through electrolysis, is revolutionizing the market. Its eco-friendly production method, emitting no carbon, makes it a sustainable alternative to traditional hydrogen production methods reliant on fossil fuels. With increasing global focus on decarbonization and renewable energy, green hydrogen is gaining traction, poised to reshape industries by offering a clean energy solution, reducing carbon footprints, and fostering a more sustainable future.
The energy segment is expected to have the highest CAGR during the forecast period
The energy segment is expected to have the highest CAGR during the forecast period. With increasing focus on decarbonization, hydrogen's versatility across industries like transportation, power generation, and manufacturing is accelerating its demand. Investments in hydrogen infrastructure, technological advancements in electrolysis and fuel cells, alongside supportive government policies, are fostering market growth. Government support, innovative projects, and partnerships between industries are shaping a dynamic landscape, positioning hydrogen as a key player in the global shift toward sustainable energy.
North America is projected to hold the largest market share during the forecast period. Government initiatives and private sector collaborations have fuelled the development of hydrogen infrastructure, especially in transportation and industrial sectors. Advancements in electrolysis and renewable energy sources contribute to the region's expanding hydrogen economy. Market players are actively engaged in scaling up production and enhancing distribution networks to meet the rising demand for sustainable energy alternatives.
Asia Pacific is projected to hold the highest CAGR over the forecast period. Key factors include government initiatives promoting hydrogen adoption, expanding investments in renewable energy, and the rise of hydrogen-based transportation. Collaborations between industry players and advancements in technology further propel market expansion, positioning the region as a pivotal hub for hydrogen innovation and deployment.
Key players in the market
Some of the key players in Hydrogen market include Ballard Power Systems, Mahler AGS GmbH, Teledyne Technologies Incorporated, Linde plc., Air Liquide, Air Products & Chemicals Inc, Cummins Inc, Iwatani Corporation, Messer Group GmbH, Plug Power Inc, Siemens Energy, Nel ASA, ITM Power PLC, and Green Hydrogen Systems.
In July 2023, Air Products & Chemicals, Inc. announced that it has been chosen as the hydrogen and technology provider for Alberta's first hydrogen fuel cell passenger vehicle fleet by Edmonton International Airport. Air Products will deploy a mobile hydrogen refueler at the airport to deliver hydrogen for the Toyota Mirai hydrogen fuel cell vehicle fleet.
In July 2023, Air Liquide and KBR collaborated to provide fully integrated low-carbon ammonia solutions based on Autothermal Reforming (ATR) technology. Air Liquide is a global leader in ATR technology, which is one of the best options for large-scale production of low-carbon hydrogen (H2), which is then mixed with nitrogen (N2) to make low-carbon ammonia (NH3).
In April 2023, Linde plc has signed a long-term arrangement with Evonik, a well-known specialty chemicals firm, to supply green hydrogen. Linde will build, own, and operate a nine-megawatt alkaline electrolyzer facility on Jurong Island in Singapore under this arrangement. This plant's major output will be green hydrogen, which Evonik wants to employ in the synthesis of methionine, an essential element in animal feed.