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시장보고서
상품코드
2061456
블루 수소 시장 기회, 성장요인, 업계 동향 분석 및 예측(2026-2035년)Blue Hydrogen Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026 - 2035 |
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세계의 블루 수소 시장은 2025년에 28억 달러로 평가되고 CAGR 9.6%로 성장하며, 2035년까지 70억 달러에 달할 것으로 추정되고 있습니다.
에너지 안보에 대한 관심이 높아지고 수소 공급원이 다양화됨에 따라 향후 수년간 블루 수소 산업이 힘차게 성장할 것으로 예상됩니다. 블루 수소 생산은 천연가스를 원료로 활용하면서도 비교적 낮은 탄소 배출량으로 대규모 수소 생산을 가능하게 합니다. 대기업의 저탄소 수소 인프라에 대한 투자 증가가 시장 발전을 더욱 가속화하고 있습니다. 더 깨끗한 대체 에너지에 대한 전 세계적인 수요 증가와 산업계의 탈탄소화 전략 채택 확대 역시 다양한 분야에서 블루 수소의 활용 확대에 기여하고 있습니다. 블루 수소 생산 공정에 탄소 포집 및 저장(CCS) 기술을 통합함으로써, 산업계가 탄소 감축 목표와 지속가능성 목표를 달성할 수 있도록 지원하고 있습니다. 업계의 장기적인 성장은 확장 가능한 인프라 개발과 탄소 감축 기술의 지속적인 발전에 힘입어 이루어질 것으로 예상됩니다. 또한 청정 에너지로의 전환을 촉진하는 정부의 지원 정책과 천연가스 자원 공급이 맞물리면서, 이 기술의 보다 광범위한 도입이 지원되고 있습니다. 기존 에너지 인프라를 활용하여 저탄소 수소를 생산할 수 있다는 점은, 배출량 감축이 어려운 산업 부문에서 배출량을 줄이기 위한 경제적으로 실현 가능한 길을 열어주고 있습니다.
| 시장 범위 | |
|---|---|
| 시작연도 | 2025년 |
| 예측 기간 | 2026-2035년 |
| 개시 금액 | 28억 달러 |
| 예측액 | 70억 달러 |
| CAGR | 9.6% |
정유 부문은 정제 업무에서 저탄소 수소 솔루션에 대한 수요가 증가함에 따라 2035년까지 연평균 성장률(CAGR) 8.2%로 성장할 것으로 전망됩니다. 정유소는 탈탄소화 목표를 지원하고, 점점 더 엄격해지는 환경 규제를 준수하기 위해 보다 친환경적인 대체 연료로의 전환을 착실히 추진하고 있습니다. 정제 활동 전반에 걸친 산업 배출량 감축과 지속가능성 향상에 대한 관심이 높아짐에 따라 향후 수년간 블루 수소 기술에 대한 수요가 더욱 증가할 것으로 예상됩니다.
2025년 기준으로, 수증기 메탄 개질 부문은 시장 점유율의 72.4%를 차지했습니다. 이 부문은 확립된 인프라, 비용 효율적인 생산 능력, 그리고 높은 수소 수율 효율 덕분에 계속해서 업계를 선도하고 있습니다. 수증기 메탄 개질 시설과 통합된 탄소 포집 및 저장(CCS) 시스템에 대한 투자 확대에 힘입어, 해당 부문의 성장은 더욱 가속화될 것으로 예상됩니다. 또한 정유 및 화학 제조 업계 전반에 걸친 블루 수소의 광범위한 활용이 전 세계에서 수증기 메탄 개질 기술의 보급을 촉진하고 있습니다.
미국의 블루 수소 시장은 2035년까지 12억 6,000만 달러에 달할 것으로 전망됩니다. 북미는 저탄소 수소 인프라에 대한 투자 확대와 전략적인 산업 협력에 힘입어, 2025년 전 세계 블루 수소 시장 점유율의 약 46.9%를 차지했습니다. 수소 및 암모니아 무역 경로의 확대와 청정 에너지 파트너십에 대한 관심 증대가 해당 지역 전체의 시장 성장에 크게 기여할 것으로 예상됩니다. 탈탄소화 기술에 대한 수요 증가와 탄소 감축 구상에 대한 강력한 정책 지원 역시 북미 지역의 업계 전망을 더욱 견고하게 만들고 있습니다.
자주 묻는 질문
목차
제1장 조사 방법과 범위
제2장 개요
제3장 업계 인사이트
제4장 경쟁 구도
제5장 시장 규모·예측 : 용도별, 2022-2035년
제6장 시장 규모·예측 : 기술별, 2022-2035년
제7장 시장 규모·예측 : 운송 모드별, 2022-2035년
제8장 시장 규모·예측 : 지역별, 2022-2035년
제9장 기업 개요
KSA 26.06.24The Global Blue Hydrogen Market was valued at USD 2.8 billion in 2025 and is estimated to grow at a CAGR of 9.6% to reach USD 7 billion by 2035.
Growing emphasis on energy security and diversification of hydrogen supply sources is expected to support strong expansion of the blue hydrogen industry over the coming years. Blue hydrogen production enables large-scale hydrogen generation with comparatively lower carbon emissions while utilizing natural gas as a feedstock. Rising investments in low-carbon hydrogen infrastructure by major corporations are further accelerating market development. Increasing global demand for cleaner energy alternatives and the growing adoption of industrial decarbonization strategies are also contributing to higher utilization of blue hydrogen across multiple sectors. The integration of carbon capture and storage technologies within blue hydrogen production processes is helping industries align with carbon reduction targets and sustainability objectives. Long-term industry growth is expected to be supported by scalable infrastructure development and continuous advancements in carbon abatement technologies. In addition, supportive government policies promoting clean energy transition, combined with the availability of natural gas resources, are encouraging wider technology adoption. The ability to leverage existing energy infrastructure for low-carbon hydrogen production is creating an economically viable pathway for reducing emissions across hard-to-abate industrial sectors.
| Market Scope | |
|---|---|
| Start Year | 2025 |
| Forecast Year | 2026-2035 |
| Start Value | $2.8 Billion |
| Forecast Value | $7 Billion |
| CAGR | 9.6% |
The petroleum refinery segment is projected to witness growth at a CAGR of 8.2% through 2035 due to increasing demand for low-carbon hydrogen solutions within refining operations. Refineries are steadily transitioning toward cleaner fuel alternatives to support decarbonization objectives and comply with tightening environmental regulations. Rising focus on reducing industrial emissions and improving sustainability across refining activities is expected to strengthen demand for blue hydrogen technologies in the coming years.
The steam methane reforming segment accounted for 72.4% share in 2025. The segment continues to dominate the industry due to its established infrastructure, cost-efficient production capabilities, and high hydrogen yield efficiency. Increasing investments in carbon capture and storage systems integrated with steam methane reforming facilities are expected to further accelerate segment growth. In addition, the widespread application of blue hydrogen across refining and chemical manufacturing industries is supporting higher adoption of steam methane reforming technologies worldwide.
U.S. Blue Hydrogen Market is anticipated to reach USD 1.26 billion by 2035. North America accounted for approximately 46.9% of the global blue hydrogen market share in 2025, supported by growing investments in low-carbon hydrogen infrastructure and strategic industry collaborations. Expanding hydrogen-ammonia trade routes and increasing focus on clean energy partnerships are expected to contribute significantly to market growth across the region. Rising demand for decarbonization technologies and strong policy support for carbon reduction initiatives are also strengthening the industry outlook in North America.
Major companies operating in the Global Blue Hydrogen Market include Air Products and Chemicals, Air Liquide, Aker Solutions, Bechtel Corporation, BP, CF Industries, Eni, Exxon Mobil Corporation, Equinor, John Wood Group, Johnson Matthey, Linde, MaireTecnimont, Saipem, SK E&S, Shell, Saudi Aramco, Technip Energies, Topsoe, thyssenkrupp Industrial Solutions, Uniper, and Woodside. Companies operating in the blue hydrogen market are adopting multiple strategic initiatives to strengthen their market presence and improve long-term competitiveness. Industry participants are investing heavily in carbon capture and storage technologies to enhance low-carbon hydrogen production efficiency and meet global emission reduction targets. Many companies are also forming strategic partnerships and joint ventures to accelerate infrastructure development and expand hydrogen supply networks. Investments in large-scale production facilities, hydrogen transportation systems, and export infrastructure are helping businesses improve supply chain capabilities and market reach. In addition, organizations are focusing on integrating advanced technologies with existing natural gas infrastructure to reduce operational costs and support scalable hydrogen deployment.
Table of Contents
Chapter 1 Methodology & Scope
- 1.1 Research design
- 1.2 Quality commitment
- 1.2.1 GMI AI policy & data integrity commitment
- 1.2.1.1 Source consistency protocol
- 1.2.1 GMI AI policy & data integrity commitment
- 1.3 Research trail & confidence scoring
- 1.3.1 Research trail components
- 1.3.2 Scoring components
- 1.4 Data collection
- 1.4.1 Partial list of primary sources
- 1.5 Data mining sources
- 1.5.1 Paid sources
- 1.5.1.1 Sources, by region
- 1.5.1 Paid sources
- 1.6 Base estimates and calculations
- 1.6.1 Base year calculation for any one approach
- 1.7 Forecast model
- 1.8 Research transparency addendum
- 1.8.1 Source attribution framework
- 1.8.2 Quality assurance metrics
- 1.8.3 Our commitment to trust
- 1.9 Market definitions
Chapter 2 Executive Summary
- 2.1 Industry synopsis, 2022 - 2035
- 2.2 Business trends
- 2.3 Technology trends
- 2.4 Application trends
- 2.5 Transportation mode trends
- 2.6 Regional trends
Chapter 3 Industry Insights
- 3.1 Industry ecosystem
- 3.1.1 Natural gas supply chain
- 3.1.2 Blue hydrogen production infrastructure
- 3.1.3 CCUS infrastructure integration
- 3.1.4 Distribution & transportation networks
- 3.1.5 End-user integration points
- 3.2 Regulatory landscape
- 3.2.1 Carbon pricing mechanisms & emissions trading systems
- 3.2.2 Clean hydrogen standards & certification schemes
- 3.2.3 CCUS regulations & monitoring requirements
- 3.2.4 Transportation & safety regulations
- 3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
- 3.4 Growth potential analysis
- 3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
- 3.6 PESTEL analysis
- 3.6.1 Political factors
- 3.6.2 Economic factors
- 3.6.3 Social factors
- 3.6.4 Technological factors
- 3.6.5 Legal factors
- 3.6.6 Environmental factors
- 3.7 Cost structure analysis
- 3.8 Price trend analysis, 2022-2035 (USD/MW) (Driven by Primary Research)
- 3.8.1 Historical price trend analysis
- 3.8.2 Pricing strategy by player type
- 3.9 Trade Data Analysis (Driven by Primary Research)
- 3.9.1 Import/export volume & value trends
- 3.9.2 Key trade corridors & tariff impact
- 3.9.3 Cross-border pipeline infrastructure
- 3.10 Capacity & Production Landscape (Driven by Primary Research)
- 3.10.1 Installed capacity by region & key producer
- 3.10.2 Capacity utilization rates & expansion pipelines
- 3.11 Emerging opportunities & trends
- 3.11.1 Digitalization & IoT integration
- 3.11.2 Investment analysis & future outlook
- 3.12 Impact of AI & Generative AI on the Market
- 3.12.1 AI-Driven disruption of existing business models
- 3.12.2 GenAI use cases & adoption roadmap by segment
- 3.12.3 Risks, limitations & regulatory considerations
Chapter 4 Competitive landscape, 2026
- 4.1 Introduction
- 4.2 Company market share, by region, 2025
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Middle East & Africa
- 4.2.5 Latin America
- 4.3 Competitive positioning matrix
- 4.4 Key developments
- 4.4.1 Mergers & acquisitions
- 4.4.2 Partnerships & collaborations
- 4.4.3 New product launches
- 4.4.4 Expansion plans & funding
- 4.5 Company tier benchmarking
- 4.5.1 Tier classification criteria & qualifying thresholds
- 4.5.2 Tier positioning matrix by revenue, geography & innovation
Chapter 5 Market Size and Forecast, By Application, 2022 - 2035 (USD Billion & MT)
- 5.1 Key trends
- 5.2 Petroleum refinery
- 5.3 Chemical
- 5.4 Others
Chapter 6 Market Size and Forecast, By Technology, 2022 - 2035 (USD Billion & MT)
- 6.1 Key trends
- 6.2 Steam methane reforming
- 6.3 Auto thermal reforming
- 6.4 Partial oxidation
Chapter 7 Market Size and Forecast, By Transportation mode, 2022 - 2035 (USD Billion & MT)
- 7.1 Key trends
- 7.2 Pipelines
- 7.3 Cryogenic liquid tankers
Chapter 8 Market Size and Forecast, By Region, 2022 - 2035 (USD Billion & MT)
- 8.1 Key trends
- 8.2 North America
- 8.2.1 U.S.
- 8.2.2 Canada
- 8.2.3 Mexico
- 8.3 Europe
- 8.3.1 Germany
- 8.3.2 France
- 8.3.3 UK
- 8.3.4 Italy
- 8.3.5 Russia
- 8.4 Asia Pacific
- 8.4.1 China
- 8.4.2 India
- 8.4.3 Japan
- 8.4.4 Australia
- 8.5 Middle East & Africa
- 8.5.1 Saudi Arabia
- 8.5.2 Oman
- 8.5.3 UAE
- 8.5.4 Kuwait
- 8.5.5 Qatar
- 8.5.6 South Africa
- 8.6 Latin America
Chapter 9 Company Profiles
- 9.1 Air Products and Chemicals, Inc.
- 9.2 Air Liquide
- 9.3 Aker Solutions
- 9.4 Bechtel Corporation
- 9.5 BP
- 9.6 CF Industries
- 9.7 Eni
- 9.8 Exxon Mobil Corporation
- 9.9 Equinor
- 9.10 John Wood Group
- 9.11 Johnson Matthey
- 9.12 Linde
- 9.13 MaireTecnimont
- 9.14 Saipem
- 9.15 SK E&S
- 9.16 Shell
- 9.17 Saudi Aramco
- 9.18 Technip Energies
- 9.19 Topsoe
- 9.20 thyssenkrupp Industrial Solutions
- 9.21 Uniper
- 9.22 Woodside
