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市場調查報告書
商品編碼
2102597
藍氫市場:預測至2034年-全球分析(按生產技術、原料、碳捕獲技術、經銷模式、儲存技術、終端用戶產業、工廠產能、碳捕獲率、應用和地區分類)Blue Hydrogen Market Forecasts to 2034 - Global Analysis By Production Technology, Feedstock, Carbon Capture Technology, Distribution Mode, Storage Technology, End-use Industry, Plant Capacity, Carbon Capture Rate, Application, and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球藍氫市場規模將達到 27 億美元,並在預測期內以 10.9% 的複合年成長率成長,到 2034 年將達到 61 億美元。
藍氫是指利用石化燃料,透過蒸氣甲烷重整、自發性熱重組、氣體部分氧化法和組合重整等製程生產的氫氣,這些氫氣隨後用於捕碳封存(CCS)或碳利用,以減少溫室氣體排放。該市場涵蓋多種原料製氫,包括天然氣、煤炭、石腦油、煉廠廢氣和其他碳氫化合物原料。對低碳氫的需求不斷成長、整個產業對脫碳的日益重視、政府支持氫能經濟的政策以及對碳捕獲基礎設施的投資,是推動各地區市場擴張的主要因素。
各行業對低碳氫化合物的需求日益成長
石油煉製、化工、鋼鐵生產和交通運輸等工業領域對低碳氫化合物的需求不斷成長,是推動藍氫市場發展的主要動力。氫是眾多工業應用的關鍵能源,而藍氫則為傳統的氫氣產生方式提供了低碳替代方案。在多個領域,以氫作為能源載體實現脫碳的趨勢正在加速發展。藍氫利用現有基礎設施,在減少排放的同時,彌合了傳統氫氣和綠色氫氣生產之間的差距。隨著工業脫碳進程的加速和氫需求的不斷擴大,藍氫的應用也在持續成長,尤其是在天然氣資源豐富的地區。
生產成本高昂,且對碳捕獲基礎設施有較高要求。
藍氫生產、碳捕集和基礎建設的高成本是限制市場發展的主要因素。藍氫生產需要對重整設施、碳捕集設備以及壓縮和儲存基礎設施進行大量資本投資。碳捕整合本會為營運支出帶來沉重負擔。天然氣價格波動會影響生產的獲利能力。許多地區的二氧化碳捕集運輸和儲存基礎設施有限。這些成本和基礎設施障礙可能會延緩藍氫的推廣應用,尤其是在天然氣和碳捕集基礎設施不發達的地區。
與碳捕獲、利用和儲存(CCUS)中心合作
碳捕獲、利用與儲存(CCUS)中心的發展為擴大藍氫市場提供了重要機會。 CCUS中心能夠共用二氧化碳運輸和儲存的基礎設施,從而降低單一項目的成本。透過形成產業叢集,可以集中收集來自多個來源的二氧化碳,實現高效率的儲存和利用。將藍氫生產與CCUS中心結合,能夠提高專案的經濟可行性。政府對CCUS基礎建設的支持將加速其應用。隨著CCUS中心在全球的建立,藍氫生產將更具經濟效益,目標市場也將隨之擴大。
來自綠色氫能的競爭以及可再生能源成本的降低
可再生能源成本的快速下降和綠氫能日益增強的競爭力對藍氫市場的成長構成了重大威脅。利用再生能源生產的綠色氫能正變得越來越具有成本競爭力,預計成本將進一步降低。在某些地區,綠氫能作為政策優先事項可能比藍氫更為重要。綠色氫能也可能成為企業永續發展策略的優先考量。在長期脫碳策略中,直接利用可再生能源的解決方案可能比藍氫更受青睞。這種競爭可能會限制藍氫在氫能市場發展中的作用,並影響其投資和成長軌跡。
新冠疫情對藍氫市場產生了重大影響。初期,疫情導致工業活動減少、工程延期、以及封鎖期間能源需求下降。然而,世界各國政府將氫能和二氧化碳捕集與儲存(CCUS)技術納入經濟獎勵策略和復甦措施,進一步提升了對永續能源的關注。應對氣候變遷的努力也維持了脫碳進程的動能。疫情後,各國政府加強了對氫能和碳捕獲技術的支持力度,加速了能源轉型。藍氫仍然是氫能策略的關鍵組成部分,尤其是在天然氣資源豐富的地區。
在預測期內,「蒸汽甲烷重整與碳捕獲 (SMR)」細分市場預計將佔據最大的市場佔有率。
在預測期內,採用碳捕集技術的蒸汽甲烷重整(SMR)製程預計將佔據最大的市場佔有率。這主要歸功於SMR作為全球應用最廣泛的氫氣生產技術的穩固地位。 SMR擁有成熟的技術、完善的供應鏈以及眾多工廠的營運經驗。將碳捕集技術整合到現有的SMR裝置中,既能減少排放,又能充分利用現有基礎設施。該領域受益於豐富的天然氣供應和成熟的重整技術。隨著SMR繼續保持在全球氫氣生產領域的主流地位,預計該領域將在整個預測期內保持最大的市場佔有率。
預計在預測期內,天然氣板塊的複合年成長率將最高。
在預測期內,天然氣領域預計將呈現最高的成長率,這得益於其豐富的供應、完善的基礎設施以及在藍氫生產方面的經濟優勢。天然氣是全球最常用的氫氣生產原料,具有成本優勢和廣泛的供應範圍。該領域受益於龐大的天然氣管道網路和成熟的供應鏈。與其他原料相比,採用碳捕獲技術的天然氣重整製氫在經濟上更具吸引力。許多地區天然氣產量的增加和有利的價格正在推動市場擴張。隨著藍氫應用的加速,天然氣製氫領域正經歷最快的成長。
在整個預測期內,北美預計將保持最大的市場佔有率,這得益於其豐富的天然氣資源、成熟的工業氫市場以及對碳捕獲、利用與封存(CCUS)基礎設施的大量投資。美國和加拿大擁有龐大的天然氣生產系統和管道網路,為氫氣生產提供了有力支持。政府激勵措施,包括碳捕獲的45Q稅額扣抵,也提升了計畫的經濟可行性。成熟的工業氫需求和不斷成長的藍氫項目儲備正在推動該地區的成長。強大的CCUS基礎設施建設和技術領先優勢將使該地區繼續保持市場主導地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於能源需求的成長、工業脫碳的努力以及包括中國、日本、韓國和澳大利亞在內的多個國家實施的氫能戰略。該地區巨大的工業排放催生了對低碳氫化合物解決方案的需求。各國政府的氫能戰略和投資正在加速藍氫計畫的開發。天然氣進口基礎設施為藍氫的生產提供了支持。工業脫碳和向清潔能源的轉型正在推動市場擴張。隨著氫能經濟的發展和藍氫應用的加速普及,亞太地區正經歷全球最快的市場成長。
According to Stratistics MRC, the Global Blue Hydrogen Market is accounted for $2.7 billion in 2026 and is expected to reach $6.1 billion by 2034 growing at a CAGR of 10.9% during the forecast period. Blue hydrogen refers to hydrogen produced from fossil fuels through processes including steam methane reforming, autothermal reforming, gas partial oxidation, and combined reforming technologies, with carbon capture and storage or utilization to reduce greenhouse gas emissions. The market encompasses hydrogen production from various feedstocks including natural gas, coal, naphtha, refinery off-gases, and other hydrocarbon feedstocks. Growing demand for low-carbon hydrogen, increasing focus on decarbonization across industries, government policies supporting hydrogen economies, and investments in carbon capture infrastructure are key drivers of market expansion across all regions.
Growing demand for low-carbon hydrogen across industries
The increasing demand for low-carbon hydrogen from industrial sectors including refining, chemicals, steel production, and transportation is a primary driver for the blue hydrogen market. Hydrogen is essential for numerous industrial applications, and blue hydrogen offers a lower-carbon alternative to conventional hydrogen production. The transition toward hydrogen as an energy carrier for decarbonization is gaining momentum across multiple sectors. Blue hydrogen provides a bridge between conventional hydrogen production and green hydrogen, leveraging existing infrastructure while reducing emissions. As industrial decarbonization accelerates and hydrogen demand grows, blue hydrogen adoption continues expanding, particularly in regions with abundant natural gas resources.
High production costs and carbon capture infrastructure requirements
The significant costs associated with blue hydrogen production, carbon capture, and infrastructure development represent a major restraint for the market. Blue hydrogen production requires substantial capital investment in reforming facilities, carbon capture equipment, compression, and storage infrastructure. Carbon capture costs add significant operational expenses. Natural gas price volatility affects production economics. Transport and storage infrastructure for captured CO2 is limited in many regions. These cost and infrastructure barriers may slow blue hydrogen deployment, particularly in regions without established natural gas and carbon capture infrastructure.
Integration with carbon capture, utilization and storage (CCUS) hubs
The development of carbon capture, utilization, and storage hubs presents significant opportunities for blue hydrogen market expansion. CCUS hubs enable shared infrastructure for CO2 transport and storage, reducing individual project costs. Industrial clusters allow captured CO2 from multiple sources to be aggregated for efficient storage or utilization. The integration of blue hydrogen production with CCUS hubs enhances project economics. Government support for CCUS infrastructure development accelerates deployment. As CCUS hubs develop globally, blue hydrogen production becomes more economically viable, expanding the addressable market.
Competition from green hydrogen and declining renewable costs
The rapid decline in renewable energy costs and growing competitiveness of green hydrogen pose significant threats to blue hydrogen market growth. Green hydrogen produced from renewable electricity is increasingly cost-competitive, with projections of further cost reductions. Policy preferences may favor green hydrogen over blue hydrogen in some regions. Corporate sustainability commitments may prioritize green hydrogen. Long-term decarbonization strategies may bypass blue hydrogen in favor of direct renewable solutions. This competition may limit blue hydrogen's role in hydrogen market development, potentially affecting investment and growth trajectories.
The COVID-19 pandemic had a significant impact on the blue hydrogen market. Initial disruptions included reduced industrial activity, project delays, and lower energy demand during lockdowns. However, the pandemic reinforced focus on sustainable energy as governments included hydrogen and CCUS in stimulus and recovery packages. Climate commitments maintained decarbonization momentum. Post-pandemic, energy transition efforts have accelerated with increased government support for hydrogen and carbon capture technologies. Blue hydrogen continues as a key component of hydrogen strategies, particularly in regions with natural gas resources.
The Steam Methane Reforming (SMR) with Carbon Capture segment is expected to be the largest during the forecast period
The Steam Methane Reforming (SMR) with Carbon Capture segment is expected to account for the largest market share during the forecast period, driven by SMR's established position as the most widely used hydrogen production technology globally. SMR offers proven technology, well-established supply chains, and operational experience across numerous facilities. Integration of carbon capture with existing SMR facilities enables emissions reduction while leveraging existing infrastructure. The segment benefits from extensive natural gas availability and established reforming expertise. With SMR remaining the dominant hydrogen production technology globally, this segment maintains the largest market share throughout the forecast period.
The Natural Gas segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Natural Gas segment is predicted to witness the highest growth rate, fueled by its abundance, established infrastructure, and favorable economics for blue hydrogen production. Natural gas is the most common feedstock for hydrogen production globally, offering cost advantages and wide availability. The segment benefits from extensive natural gas pipeline networks and established supply chains. Natural gas reforming with carbon capture is economically attractive compared to other feedstock options. Growing natural gas production and favorable pricing in many regions support market expansion. As blue hydrogen adoption accelerates, natural gas feedstock delivers the fastest segment growth.
During the forecast period, the North America region is expected to hold the largest market share, supported by abundant natural gas resources, established industrial hydrogen markets, and significant investment in CCUS infrastructure. The United States and Canada have extensive natural gas production and pipeline networks supporting hydrogen production. Government incentives including 45Q tax credits for carbon capture support project economics. Established industrial hydrogen demand and growing blue hydrogen project pipeline drive regional growth. Strong CCUS infrastructure development and technology leadership maintain dominant market position.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by growing energy demand, industrial decarbonization initiatives, and hydrogen strategy implementation across countries including China, Japan, South Korea, and Australia. The region's significant industrial emissions create demand for low-carbon hydrogen solutions. Government hydrogen strategies and investments are accelerating blue hydrogen project development. Natural gas import infrastructure enables blue hydrogen production. Industrial decarbonization and clean energy transitions support market expansion. As hydrogen economies develop and blue hydrogen adoption accelerates, Asia Pacific delivers the fastest market growth globally.
Key players in the market
Some of the key players in Blue Hydrogen Market include Air Liquide S.A., Linde plc, Air Products and Chemicals, Inc., Shell plc, Exxon Mobil Corporation, bp plc, Equinor ASA, TotalEnergies SE, Saudi Arabian Oil Company (Saudi Aramco), ADNOC, Mitsubishi Heavy Industries, Ltd., Technip Energies N.V., Honeywell International Inc., Siemens Energy AG, John Wood Group PLC, Bechtel Corporation, Topsoe A/S, and Baker Hughes Company.
In April 2026, ADNOC executed the world's first fully certified commercial bulk shipment of CCS-enabled low-carbon blue ammonia to Mitsui in Japan, sourced from Fertiglobe's Fertil facility in Ruwais and sequestered in Abu Dhabi's carbonate saline aquifers.
In February 2026, Equinor announced the cancellation of its flagship 1 GW H-vision blue hydrogen project in the Netherlands and scaled back near-term capital expenditure for European carbon capture expansion due to an absence of long-term bankable customer offtake agreements.
In January 2026, Air Products and Yara International entered into a strategic collaboration for the Louisiana Clean Energy Complex, designed to produce over 750 million standard cubic feet per day of low-carbon blue hydrogen; under the terms, Yara will acquire 25% of the project's ammonia facilities and offtake 80% of the blue hydrogen output for low-carbon ammonia production.
In January 2026, ExxonMobil commenced commercial operations of its large-scale carbon capture and storage (CCS) partnership with CF Industries in Louisiana, capturing CO2 from industrial manufacturing complexes to validate the third-party carbon management model required for Gulf Coast blue hydrogen hubs.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.