세계의 수소 시장(2025-2035년)

The global hydrogen market stands at a pivotal moment in its evolution, transitioning from its traditional industrial applications to becoming a cornerstone of the global energy transition. Currently valued at approximately $200 billion, the market has historically been dominated by "gray hydrogen" produced from natural gas without carbon capture, primarily serving ammonia production, petroleum refining, and chemical manufacturing. The market is undergoing a fundamental transformation driven by decarbonization imperatives. Green hydrogen (produced via renewable-powered electrolysis) and blue hydrogen (produced from natural gas with carbon capture) are gaining momentum as countries and corporations commit to net-zero targets. This shift is supported by plummeting costs of renewable electricity, technological advancements in electrolyzers, and expanding policy support worldwide.

Key regions leading hydrogen development include the European Union, which has committed to installing 40GW of electrolyzer capacity by 2030 as part of its Hydrogen Strategy. Similarly, Japan, South Korea, and China have established ambitious hydrogen roadmaps focusing on both domestic production and international supply chains. The United States has accelerated its hydrogen ambitions through significant investments in the Bipartisan Infrastructure Law and Inflation Reduction Act, establishing hydrogen hubs across the country.

The transportation sector represents one of hydrogen's most promising applications, particularly for heavy-duty vehicles, shipping, and aviation where battery electrification faces challenges. Major automotive manufacturers are investing in fuel cell vehicles, while hydrogen fueling infrastructure continues to expand globally, albeit from a small base. In the industrial sector, steel production is pioneering hydrogen use as a reduction agent to replace coal, with several demonstration projects already operational in Europe. Energy storage presents another significant opportunity, with hydrogen serving as a means to store excess renewable electricity over extended periods, addressing intermittency challenges. Additionally, hydrogen blending into existing natural gas networks is being tested as a transitional decarbonization strategy.

Despite this progress, the market faces substantial challenges. Production costs for green hydrogen remain higher than fossil alternatives, though the gap is narrowing. Infrastructure for transportation and storage requires massive investment, while regulatory frameworks are still evolving. Safety concerns and public perception issues also need addressing through standardization and education. The market outlook appears increasingly favorable. Projections suggest hydrogen could meet up to 24% of global energy demand by 2050, with the market potentially reaching $700 billion by 2040. Costs for green hydrogen are expected to decrease by 60-80% by 2030, achieving cost parity with gray hydrogen in many regions. Annual production could grow from approximately 90 million tonnes today to 500-700 million tonnes by 2050.

Investment trends confirm this optimistic outlook, with over $300 billion in hydrogen projects announced globally by 2024, though many remain in planning stages. The coming decade will be critical as the industry moves from pilot projects to commercial scale, requiring continued policy support, technological innovation, and cross-sector collaboration.

"The Global Hydrogen Market 2025-2035" provides an in-depth analysis of the hydrogen market landscape from 2025-2035, covering all aspects of the hydrogen value chain, emerging technologies, competitive dynamics, and regional market developments.

Report contents include:

• Market Overview and Dynamics
  • Detailed classification of hydrogen types: green, blue, pink, turquoise, and gray hydrogen by production method and carbon intensity
  • Deep analysis of national hydrogen initiatives across major regions including the European Union, United States, Japan, China, and emerging markets
  • Critical examination of market challenges including infrastructure needs, regulatory frameworks, and cost competitiveness
• Hydrogen Production Technologies
  • Comprehensive technology breakdown of electrolysis methods including PEM, alkaline, solid oxide, and AEM technologies
  • Detailed assessment of blue hydrogen production including SMR, ATR, and emerging pyrolysis methods
  • Analysis of carbon capture technologies including pre-combustion, post-combustion, and direct air capture methods
  • Evaluation of nuclear-powered hydrogen production (pink hydrogen) and its role in the energy transition
  • Emerging production methods including plasma technologies, photosynthesis, bacterial processes, and biomimicry approaches
• Storage and Transportation
  • Market analysis of compression, liquefaction, and alternative carrier technologies
  • Pipeline infrastructure development projections and investment forecasts
  • Road, rail, and maritime transport solutions and technological advancements
  • Underground storage potential and regional capacity assessment
  • Comprehensive evaluation of material innovations for hydrogen-compatible infrastructure
• Hydrogen Utilization and Applications
  • Fuel cell market dynamics across transportation, stationary power, and portable applications
  • Hydrogen mobility adoption forecasts for light vehicles, heavy-duty transportation, marine applications, and aviation
  • Industrial decarbonization pathways focusing on steel production, ammonia synthesis, and methanol manufacturing
  • Power generation applications including turbines, combined cycle systems, and grid balancing capabilities
  • Synthetic fuel production analysis including e-fuels, methanol, and sustainable aviation fuels
• Regional Market Analysis
  • United States hydrogen market with detailed assessment of DOE hydrogen hubs and regional production capacity
  • European Union developments including the European Hydrogen Strategy and national roadmaps
  • Asia-Pacific market expansion focusing on China, Japan, South Korea, and Australia
  • Middle East and North Africa emerging as major green hydrogen export regions
  • Latin America and Africa developing hydrogen potential through renewable resources
• Competitive Landscape
  • Comprehensive profiles of over 280 companies across the hydrogen value chain. Companies Profiled include 8Rivers, Adani Green Energy, Advanced Ionics, ACSYNAM, Advent Technologies, Aemetis, AFC Energy, Agfa-Gevaert, Air Liquide, Air Products, Aker Horizons, Alchemr, AlGalCo, AMBARtec, Amogy, Aepnus, Arcadia eFuels, Asahi Kasei, Atawey, Atmonia, Atomis, Aurora Hydrogen, AquaHydrex, AREVA H2Gen, Avantium, AvCarb Material Solutions, Avium, Ballard Power Systems, BASF, Battolyser Systems, BayoTech, Blastr Green Steel, Bloom Energy, Boson Energy, BP, Bramble Energy, Brineworks, bse Methanol, Bspkl, Carbon Engineering, Carbon Recycling International, Carbon Sink, Cavendish Renewable Technology, Celcibus, Cemvita Factory, Ceres Power Holdings, Chevron Corporation, CHARBONE Hydrogen, Chiyoda Corporation, Cipher Neutron, Climate Horizon, CO2 Capsol, Cockerill Jingli Hydrogen, Constellation Energy, Convion, Croft, Cummins, Cutting-Edge Nanomaterials, Cryomotive, C-Zero, Deep Branch Biotechnology, Destinus, Dimensional Energy, Dioxide Materials, Domsjo Fabriker, Dynelectro, Elcogen, Ecolectro, EH Group Engineering, Electric Hydrogen, Electriq Global, Electrochaea, Elogen H2, ENEOS Corporation, Ekona Power, Element 1 Corp, Endua, Enapter, Epro Advance Technology, Equatic, Erredue, Ergosup, Everfuel, EvolOH, Evolve Hydrogen, Evonik Industries, Fabrum, FirstElement Fuel, Flexens, FuelCell Energy, FuelPositive, FuMA-Tech BWY, Fusion Fuel, GenCell Energy, Graforce, GenHydro, GenH2, GeoPura, GKN Hydrogen, Green Fuel, Green Hydrogen Systems, GRZ Technologies, Hazer Group, Heimdal CCU, Heliogen, Hexagon Purus, HevenDrones, HiiROC, Hitachi Zosen, H2B2 Electrolysis Technologies, H2Electro, H2GO Power, H2Greem, H2 Green Steel, H2Pro, H2U Technologies, H2Vector Energy Technologies, H2X Global, Hoeller Electrolyzer, Honda, Honeywell UOP, Horisont Energi, Horizon Fuel Cell Technologies, H Quest Vanguard, H-Tec Systems, Hybitat, HYBRIT, Hycamite TCD Technologies, Hygenco, Hymeth, Hynamics, HydGene Renewables, Hydra Energy, Hydrogen in Motion, Hydrogenious Technologies, HydrogenPro, Hydrogenera, HydroLite, Hyundai Motor Company, HySiLabs, Hynertech, Hysata, Hystar, Hyzon Motors, IdunnH2, Immaterial, Inergio Technologies, Infinium Electrofuels, Inpex, Innova Hydrogen, Ionomr Innovations, ITM Power, Johnson Matthey, Jolt Electrodes, Kawasaki Heavy Industries, Keyou, Kobelco, Koloma, Krajete, Kyros Hydrogen Solutions, Lavo, Leidong Zhichuang, Levidian Nanosystems, Lhyfe, The Linde Group, Lingniu Hydrogen Energy Technology, Liquid Wind, LONGi Hydrogen and more....
  • Strategic initiatives and development roadmaps of key market players
  • Investment analysis of major funding rounds, mergers, acquisitions, and joint ventures
  • Technological positioning and intellectual property landscape
  • Start-up ecosystem evaluation and innovation hotspots
• Investment Analysis and Future Outlook
  • Capital expenditure forecasts across production, infrastructure, and end-use applications
  • Levelized cost projections for different hydrogen production pathways through 2035
  • Policy and incentive analysis across major markets and influence on investment decisions
  • Risk assessment for hydrogen projects including regulatory, technological, and market risks
  • Long-term market scenarios under different energy transition pathways and climate policies

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Hydrogen classification
• 1.2 Global energy demand and consumption
• 1.3 The hydrogen economy and production
• 1.4 Removing CO2 emissions from hydrogen production
• 1.5 Hydrogen value chain
  • 1.5.1 Production
  • 1.5.2 Transport and storage
  • 1.5.3 Utilization
• 1.6 National hydrogen initiatives
• 1.7 Market challenges

2 HYDROGEN MARKET ANALYSIS

• 2.1 Industry developments 2020-2025
• 2.2 Market map
• 2.3 Global hydrogen production
  • 2.3.1 Industrial applications
  • 2.3.2 Hydrogen energy
    • 2.3.2.1 Stationary use
    • 2.3.2.2 Hydrogen for mobility
  • 2.3.3 Current Annual H2 Production
  • 2.3.4 Hydrogen production processes
    • 2.3.4.1 Hydrogen as by-product
    • 2.3.4.2 Reforming
      • 2.3.4.2.1 SMR wet method
      • 2.3.4.2.2 Oxidation of petroleum fractions
      • 2.3.4.2.3 Coal gasification
    • 2.3.4.3 Reforming or coal gasification with CO2 capture and storage
    • 2.3.4.4 Steam reforming of biomethane
    • 2.3.4.5 Water electrolysis
    • 2.3.4.6 The "Power-to-Gas" concept
    • 2.3.4.7 Fuel cell stack
    • 2.3.4.8 Electrolysers
    • 2.3.4.9 Other
      • 2.3.4.9.1 Plasma technologies
      • 2.3.4.9.2 Photosynthesis
      • 2.3.4.9.3 Bacterial or biological processes
      • 2.3.4.9.4 Oxidation (biomimicry)
  • 2.3.5 Production costs
  • 2.3.6 Global hydrogen demand forecasts
  • 2.3.7 Hydrogen Production in the United States
    • 2.3.7.1 Gulf Coast
    • 2.3.7.2 California
    • 2.3.7.3 Midwest
    • 2.3.7.4 Northeast
    • 2.3.7.5 Northwest
  • 2.3.8 DOE Hydrogen Hubs
  • 2.3.9 US Hydrogen Electrolyzer Capacities, Planned and Installed

3 TYPES OF HYDROGEN

• 3.1 Comparative analysis
• 3.2 Green hydrogen
  • 3.2.1 Overview
  • 3.2.2 Role in energy transition
  • 3.2.3 SWOT analysis
  • 3.2.4 Electrolyzer technologies
    • 3.2.4.1 Introduction
    • 3.2.4.2 Main types
    • 3.2.4.3 Balance of Plant
    • 3.2.4.4 Characteristics
    • 3.2.4.5 Advantages and disadvantages
    • 3.2.4.6 Electrolyzer market
      • 3.2.4.6.1 Market trends
      • 3.2.4.6.2 Market landscape
      • 3.2.4.6.3 Innovations
      • 3.2.4.6.4 Cost challenges
      • 3.2.4.6.5 Scale-up
      • 3.2.4.6.6 Manufacturing challenges
      • 3.2.4.6.7 Market opportunity and outlook
    • 3.2.4.7 Alkaline water electrolyzers (AWE)
      • 3.2.4.7.1 Technology description
      • 3.2.4.7.2 AWE plant
      • 3.2.4.7.3 Components and materials
      • 3.2.4.7.4 Costs
      • 3.2.4.7.5 Companies
    • 3.2.4.8 Anion exchange membrane electrolyzers (AEMEL)
      • 3.2.4.8.1 Technology description
      • 3.2.4.8.2 AEMEL plant
      • 3.2.4.8.3 Components and materials
      • 3.2.4.8.4 Costs
      • 3.2.4.8.5 Companies
    • 3.2.4.9 Proton exchange membrane electrolyzers (PEMEL)
      • 3.2.4.9.1 Technology description
      • 3.2.4.9.2 PEMEL plant
      • 3.2.4.9.3 Components and materials
      • 3.2.4.9.4 Costs
      • 3.2.4.9.5 Companies
    • 3.2.4.10 Solid oxide water electrolyzers (SOEC)
      • 3.2.4.10.1 Technology description
      • 3.2.4.10.2 SOEC plant
      • 3.2.4.10.3 Components and materials
    • 3.2.4.11 Other types
      • 3.2.4.11.1 Overview
      • 3.2.4.11.2 CO2 electrolysis
      • 3.2.4.11.3 Seawater electrolysis
    • 3.2.4.12 Companies
  • 3.2.5 Costs
  • 3.2.6 Water and land use for green hydrogen production
  • 3.2.7 Electrolyzer manufacturing capacities
• 3.3 Blue hydrogen (low-carbon hydrogen)
  • 3.3.1 Overview
  • 3.3.2 Advantages over green hydrogen
  • 3.3.3 SWOT analysis
  • 3.3.4 Production technologies
    • 3.3.4.1 Steam-methane reforming (SMR)
    • 3.3.4.2 Autothermal reforming (ATR)
    • 3.3.4.3 Partial oxidation (POX)
    • 3.3.4.4 Sorption Enhanced Steam Methane Reforming (SE-SMR)
    • 3.3.4.5 Methane pyrolysis (Turquoise hydrogen)
    • 3.3.4.6 Coal gasification
    • 3.3.4.7 Advanced autothermal gasification (AATG)
    • 3.3.4.8 Biomass processes
    • 3.3.4.9 Microwave technologies
    • 3.3.4.10 Dry reforming
    • 3.3.4.11 Plasma Reforming
    • 3.3.4.12 Solar SMR
    • 3.3.4.13 Tri-Reforming of Methane
    • 3.3.4.14 Membrane-assisted reforming
    • 3.3.4.15 Catalytic partial oxidation (CPOX)
    • 3.3.4.16 Chemical looping combustion (CLC)
  • 3.3.5 Carbon capture
    • 3.3.5.1 Pre-Combustion vs. Post-Combustion carbon capture
    • 3.3.5.2 What is CCUS?
      • 3.3.5.2.1 Carbon Capture
    • 3.3.5.3 Carbon Utilization
      • 3.3.5.3.1 CO2 utilization pathways
    • 3.3.5.4 Carbon storage
    • 3.3.5.5 Transporting CO2
      • 3.3.5.5.1 Methods of CO2 transport
    • 3.3.5.6 Costs
    • 3.3.5.7 Market map
    • 3.3.5.8 Point-source carbon capture for blue hydrogen
      • 3.3.5.8.1 Transportation
      • 3.3.5.8.2 Global point source CO2 capture capacities
      • 3.3.5.8.3 By source
      • 3.3.5.8.4 By endpoint
      • 3.3.5.8.5 Main carbon capture processes
    • 3.3.5.9 Carbon utilization
      • 3.3.5.9.1 Benefits of carbon utilization
      • 3.3.5.9.2 Market challenges
      • 3.3.5.9.3 Co2 utilization pathways
      • 3.3.5.9.4 Conversion processes
  • 3.3.6 Market players
• 3.4 Pink hydrogen
  • 3.4.1 Overview
  • 3.4.2 Production
  • 3.4.3 Applications
  • 3.4.4 SWOT analysis
  • 3.4.5 Market players
• 3.5 Turquoise hydrogen
  • 3.5.1 Overview
  • 3.5.2 Production
  • 3.5.3 Applications
  • 3.5.4 SWOT analysis
  • 3.5.5 Market players

4 HYDROGEN STORAGE AND TRANSPORT

• 4.1 Market overview
• 4.2 Hydrogen transport methods
  • 4.2.1 Pipeline transportation
  • 4.2.2 Road or rail transport
  • 4.2.3 Maritime transportation
  • 4.2.4 On-board-vehicle transport
• 4.3 Hydrogen compression, liquefaction, storage
  • 4.3.1 Solid storage
  • 4.3.2 Liquid storage on support
  • 4.3.3 Underground storage
• 4.4 Market players

5 HYDROGEN UTILIZATION

• 5.1 Hydrogen Fuel Cells
  • 5.1.1 Market overview
  • 5.1.2 PEM fuel cells (PEMFCs)
  • 5.1.3 Solid oxide fuel cells (SOFCs)
  • 5.1.4 Alternative fuel cells
• 5.2 Alternative fuel production
  • 5.2.1 Solid Biofuels
  • 5.2.2 Liquid Biofuels
  • 5.2.3 Gaseous Biofuels
  • 5.2.4 Conventional Biofuels
  • 5.2.5 Advanced Biofuels
  • 5.2.6 Feedstocks
  • 5.2.7 Production of biodiesel and other biofuels
  • 5.2.8 Renewable diesel
  • 5.2.9 Biojet and sustainable aviation fuel (SAF)
  • 5.2.10 Electrofuels (E-fuels, power-to-gas/liquids/fuels)
    • 5.2.10.1 Hydrogen electrolysis
    • 5.2.10.2 eFuel production facilities, current and planned
• 5.3 Hydrogen Vehicles
  • 5.3.1 Market overview
  • 5.3.2 Commercialization
  • 5.3.3 Hydrogen Storage Options
  • 5.3.4 Key Challenges and Opportunities
• 5.4 Aviation
  • 5.4.1 Market overview
  • 5.4.2 Applications
  • 5.4.3 Hydrogen Technology Approaches in Aviation
  • 5.4.4 Hydrogen Storage Options
  • 5.4.5 Key Projects and Timelines
  • 5.4.6 Market and Adoption Forecasts
• 5.5 Ammonia production
  • 5.5.1 Introduction
  • 5.5.2 Decarbonisation of ammonia production
  • 5.5.3 Green ammonia synthesis methods
    • 5.5.3.1 Haber-Bosch process
    • 5.5.3.2 Biological nitrogen fixation
    • 5.5.3.3 Electrochemical production
    • 5.5.3.4 Chemical looping processes
  • 5.5.4 Blue ammonia
    • 5.5.4.1 Blue ammonia projects
  • 5.5.5 Chemical energy storage
    • 5.5.5.1 Ammonia fuel cells
    • 5.5.5.2 Marine fuel
  • 5.5.6 Applications
  • 5.5.7 Companies
  • 5.5.8 Market Forecasts
• 5.6 Methanol production
  • 5.6.1 Market overview
  • 5.6.2 Sources
  • 5.6.3 Methanol-to gasoline technology
    • 5.6.3.1 Production processes
      • 5.6.3.1.1 Anaerobic digestion
      • 5.6.3.1.2 Biomass gasification
      • 5.6.3.1.3 Power to Methane
  • 5.6.4 Applications
  • 5.6.5 Market Forecasts
  • 5.6.6 Companies
• 5.7 Steelmaking
  • 5.7.1 Market overview
  • 5.7.2 Comparative analysis
  • 5.7.3 Hydrogen Direct Reduced Iron (DRI)
  • 5.7.4 Applications
  • 5.7.5 Market Forecasts
  • 5.7.6 Companies
• 5.8 Power & heat generation
  • 5.8.1 Market overview
    • 5.8.1.1 Power generation
    • 5.8.1.2 Heat Generation
  • 5.8.2 Hydrogen Supply and Infrastructure for Power and Heat
  • 5.8.3 Roadmap
  • 5.8.4 Market Forecasts
  • 5.8.5 Companies
• 5.9 Maritime
  • 5.9.1 Introduction
  • 5.9.2 Applications
  • 5.9.3 Companies
  • 5.9.4 Production, Distribution and Infrastructure for Maritime Applications
  • 5.9.5 Market
• 5.10 Fuel cell trains
  • 5.10.1 Market overview
  • 5.10.2 Applications
  • 5.10.3 Companies
  • 5.10.4 Hydrogen Production, Distribution and Infrastructure for Rail Applications
  • 5.10.5 Market Forecasts
  • 5.10.6 Case studies

6 COMPANY PROFILES (285 company profiles)

7 RESEARCH METHODOLOGY

8 REFERENCES