수소 및 암모니아 조사 리뷰(2024년)

The global market for green hydrogen is estimated to increase from $4.4 billion in 2023 to reach $38.1 billion by 2029, at a compound annual growth rate (CAGR) of 48.7% from 2024 through 2029.

The global market for hydrogen fuel cells is estimated to increase from $4.5 billion in 2023 to reach $11.0 billion by 2029, at a CAGR of 16.5% from 2024 through 2029.

The global market for hydrogen storage is estimated to increase from $5.3 billion in 2023 to reach $7.7 billion by 2028, at a CAGR of 7.6% from 2023 through 2028.

Research Review Scope

Hydrogen and ammonia are the future of the clean energy era and a game-changer that can revolutionize every industry, from transportation to steel. Using hydrogen fuel cell-powered vehicles is like imagining vehicles emitting water and heat instead of harmful emissions. Green hydrogen is produced using solar and wind power, producing a fuel that is incredibly powerful and sustainable. It is the key to a future where we can enjoy clean air. In the era of a strong urge to move towards energy transition and to address climate change, these commodities and the revolutionary advancements in associated technologies have emerged as critical elements in the global pursuit of achieving the goal of decarbonization. These are among the most versatile energy carriers and, thus, hold significant potential to revolutionize hard-to-abate industries. These commodities not only provide a way for a cleaner, more secure energy future but also offer opportunities to industry players to expand in new industrial applications.

The transportation industry that uses around 20% of steel; green steel (produced with green hydrogen) presents lucrative growth avenues for steel manufacturers. Similarly, it is attracting other industries to invest and expand their sustainable production capabilities. Green hydrogen aligns with global efforts to reduce GHG emissions and reduce climate change. It also encourages energy security by offering solutions for energy diversification and domestic production opportunities, as it can be produced with renewable energy sources.

The future of green hydrogen mainly depends on renewable energy and electrolyzer capabilities. Hence, for the widespread use of green hydrogen, significant cost reductions in renewable energy sources and large-capacity installations of electrolyzers are required. China is leading in developing electrolyzer and fuel cell technology, whereas MEA and Latin American countries have huge potential for renewable energy generation. Therefore, synergies among the countries are required.

Research Reviews from BCC Research provide market professionals with concise market coverage within a specific research category. This 2024 Research Review of hydrogen and ammonia provides a sampling of the type of quantitative market information, analysis, and guidance that BCC Research has been developing since its inception in 1971 to help its customers make informed business decisions. This Research Review includes highlights and excerpts from the following reports published by BCC Research in 2024:

• ENV060B Green Hydrogen: Global Markets
• EGY186B Hydrogen Fuel Cell: Global Markets
• EGY146C Hydrogen Storage: Materials, Technologies and Global Markets
• FCB059B Global Market for PEM Electrolyzer
• ENV068A Global Blue Ammonia Market

After you survey the excerpts in this Research Review, we encourage you to follow up on these topics by checking out the full market research reports associated with each topic. BCC Research looks forward to serving your market intelligence needs in the future.

Table of Contents

Chapter 1 Foreword

• Research Review Scope

Chapter 2 Green Hydrogen: Global Markets (ENV060B)

• Green Hydrogen: Global Markets
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of Green Hydrogen
• Hydrogen Economy
• Value Chain Analysis: Green Hydrogen
• Overview
• Production
• Storage
• Transportation
• Cost Analysis
• Porter's Five Forces Analysis
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential of New Entrants
• Threat of Substitutes
• Competition in the Industry
• SWOT Analysis
• Market Dynamics of Green Hydrogen
• Key Market Driver
• Market Restraint
• Key Challenge
• Market Opportunity
• Market Breakdown of Green Hydrogen, by Technology
• Overview
• Alkaline Electrolysis
• PEM Electrolysis
• Market Breakdown of Green Hydrogen, by Region
• Overview
• Europe
• Asia-Pacific (APAC)
• North America
• Rest of the World (RoW)
• Emerging Technologies and Developments of Green Hydrogen
• Introduction
• Increasing Number of Start-ups in Green Hydrogen Industry
• Use of Molecular Catalysts in Electrolyzers
• Polarization Curves
• High-Temperature Electrolyzers (HTEs)
• Hybrid Water Electrolyzers (HWE)
• CPV Solar Concentrator Technology with Electrolyzer

Chapter 3 Hydrogen Fuel Cell: Global Markets (EGY186B)

• Hydrogen Fuel Cell Global Markets
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of Hydrogen Fuel Cell
• Porter's Five Forces Analysis of Hydrogen Fuel Cell
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential of New Entrants
• Threat of Substitutes
• Competition in the Industry
• Value Chain Analysis of Hydrogen Fuel Cell
• Overview
• SWOT Analysis of Hydrogen Fuel Cell
• Climate Change Policies and Regulations
• Kyoto Protocol
• Carbon Pricing
• Paris Agreement
• European Green Deal
• Hydrogen Fuel Cell Technologies Office
• Climate Target Policies
• Market Dynamics of Hydrogen Fuel Cell
• Key Market Driver
• Market Restraint
• Key Challenge
• Market Opportunity
• Emerging Technologies and Developments of Hydrogen Fuel Cell
• Introduction
• Increasing Number of Collaborations Among Automotive and Fuel Cell Companies
• Platinum-Based Electrocatalyst
• Low-Platinum Fuel Cell
• Non-Precious Metal Catalyst
• Cobalt Nitrate as an Alternative to Platinum in Fuel Cells
• IE-Drive
• Fuel Cells: Diesel Genset Alternative
• Market Breakdown of Hydrogen Fuel Cell, by Technology
• Overview
• Polymer Electrolyte Membrane Fuel Cell
• Solid Oxide Fuel Cells
• Phosphoric Acid Fuel Cell
• Other Technologies
• Market Breakdown of Hydrogen Fuel Cell, by Region
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• Rest of the World

Chapter 4 Hydrogen Storage: Materials, Technologies and Global Markets (EGY146C)

• Hydrogen Storage: Materials, Technologies and Global Markets
• Introduction
• Scope of Report
• Market Outlook
• Market Summary
• Market Overview of Hydrogen Storage
• Porter's Five Forces Analysis of Hydrogen Storage
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants
• Threat of Substitutes
• Competition in the Industry
• Supply Chain Analysis of Hydrogen Storage
• Overview
• SWOT Analysis of Hydrogen Storage
• Climate Policies and Regulations of Hydrogen Storage
• EU-2021/535: LHSS and CHSS Storage Systems
• ISO 19881:2018
• ISO 12619-1:2014
• EC 79/2009
• Market Dynamics of Hydrogen Storage
• Market Driver
• Key Challenge
• Market Opportunity
• Market Restraint
• Emerging Technologies and Developments of Hydrogen Storage
• Overview
• Use of Nanotechnology in Storage Tanks
• Flexible Hydrogen Container
• Hydrogen-powered Polymer Electrolyte Membrane Fuel Cells
• Ultra-cold Storage Systems for Space Exploration
• Hydrogen Clathrates
• Baking Soda Solution for Hydrogen Storage
• Market Breakdown of Hydrogen Storage, by End-User Industry
• Overview
• Chemicals
• Oil Refining
• Metal Processing
• Transportation
• Other Industries
• Market Breakdown of Hydrogen Storage, by Geography
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• Middle East and Africa (MEA)
• South America
• Sustainability in the Hydrogen Storage Industry: An ESG Perspective
• Overview
• ESG Practices in the Hydrogen Storage Industry
• Future of ESG: Emerging Trends and Opportunities
• Concluding Remarks from BCC Research

Chapter 5 Global Market for PEM Electrolyzer (FCB059B)

• Global Market for PEM Electrolyzer
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of PEM Electrolyzer
• Hydrogen Production Methods
• Types of Hydrogen
• Porter's Five Forces Analysis of PEM Electrolyzer
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants to the Market
• Threat of Substitutes
• Competition in the Industry
• Value Chain Analysis of PEM Electrolyzer
• Raw Material Providers
• Processed Material Providers
• Sub-Component Providers
• End-Product Providers
• Market Dynamics of PEM Electrolyzer
• Market Driver
• Market Restraint
• Market Trend
• Market Opportunity
• Emerging Technologies and Developments of PEM Electrolyzer
• Overview
• Advanced Membrane Technologies
• Integrated Electrolyzer Design
• High-Efficiency Electrolysis Catalysts
• Advanced Manufacturing Methods
• Market Breakdown of PEM Electrolyzer, by Capacity
• Overview
• Below 500 kW
• 500 kW to 2 MW
• Above 2 MW
• Market Breakdown of PEM Electrolyzer, by Geography
• North America
• Europe
• Asia-Pacific (APAC)
• Rest of World (RoW)
• Sustainability in Global Market for PEM Electrolyzer: An ESG Perspective
• Overview
• Environmental Impact/Performance
• Social Impact/Performance
• Governance Impact/Performance
• Concluding Remarks from BCC Research

Chapter 6 Market Outlook: Global Blue Ammonia Market (ENV068A)

• Market Outlook: Global Blue Ammonia Market
• Introduction
• Market Outlook
• Scope of Report
• Market Summary
• Overview of Blue Ammonia Market
• Market Dynamics of Blue Ammonia Market
• Key Market Trend
• Market Driver
• Market Opportunity
• Market Challenge
• Market Breakdown of Blue Ammonia, by Application
• Overview
• Market Breakdown of Blue Ammonia, by Geography
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• South America
• Middle East and Africa (MEA)
• Sustainability in the Blue Ammonia Industry: An ESG Perspective
• Introduction
• ESG Issues in the Blue Ammonia Industry
• Blue Ammonia Industry ESG Performance Analysis
• ESG Practices, by Companies
• ESG Risk and Opportunities
• Case Study
• Concluding Remarks from BCC Research

Chapter 7 Appendix

• Methodology
• Analyst's Credentials