블루 수소 시장 : 부문별 예측(2025-2030년)

The Blue Hydrogen Market was valued at USD 21.83 billion in 2023, expected to reach USD 24.29 billion in 2024, and is projected to grow at a CAGR of 11.82%, to USD 47.74 billion by 2030.

Blue hydrogen refers to hydrogen produced from natural gas through a process called steam methane reforming (SMR), accompanied by carbon capture and storage (CCS) to mitigate the associated carbon emissions. This production process is essential for reducing greenhouse gas emissions and transitioning toward cleaner energy solutions. As a bridge technology, blue hydrogen supports decarbonization efforts across various sectors, especially where electrification is challenging, such as in heavy industries and transportation. End-use applications encompass power generation, refining, ammonia production, fuel for fuel cell vehicles, and as a feedstock in chemicals industries. The scope of blue hydrogen is witnessing growth due to its potential to contribute to global energy transition goals, the reduction of carbon footprints, and energy security.

Key growth drivers include governmental incentives for clean energy transition, increased investment in CCS technologies, and rising demand for low-carbon hydrogen solutions. Additionally, collaboration between energy companies, technology providers, and governments is fostering innovation and scaling up production. However, challenges such as high initial capital expenditure for CCS technologies, natural gas price volatility, and infrastructure development hurdles pose limitations to market expansion. Integration with existing energy systems and policy frameworks also remains complex.

Opportunities lie in advancing CCS technology efficiency and reducing costs, investments in blue hydrogen infrastructure, and exploring synergistic partnerships between stakeholders. Companies should capitalize on policy support and funding opportunities to scale operations. Moreover, research into hybrid systems combining blue and renewably sourced green hydrogen could diversify energy portfolios and enhance sustainability credentials. Innovation areas include improving carbon capture rates, optimizing SMR processes, and developing hydrogen storage and transport mechanisms.

Overall, the blue hydrogen market presents a dynamic landscape poised for growth. Strategic investments in technology development, collaboration across the value chain, and proactive engagement with regulatory landscapes can maximize potential and drive sustainable market advancements. Being adaptive to technological innovations and policy shifts will be crucial for market players seeking to capitalize on this burgeoning market's promise.

Market Dynamics: Unveiling Key Market Insights in the Rapidly Evolving Blue Hydrogen Market

The Blue Hydrogen Market is undergoing transformative changes driven by a dynamic interplay of supply and demand factors. Understanding these evolving market dynamics prepares business organizations to make informed investment decisions, refine strategic decisions, and seize new opportunities. By gaining a comprehensive view of these trends, business organizations can mitigate various risks across political, geographic, technical, social, and economic domains while also gaining a clearer understanding of consumer behavior and its impact on manufacturing costs and purchasing trends.

• Market Drivers
  • Increasing need to reduce greenhouse gas emissions and combat climate change issues
  • Rising adoption of hydrogen as a versatile and clean energy carrier
  • Supportive government policies and regulations to expand the utilization of hydrogen
• Market Restraints
  • High cost of development of blue hydrogen
• Market Opportunities
  • Growing advancements in carbon capture and storage (CCS) technologies
  • High potential owing to applications in energy storage and grid balancing
• Market Challenges
  • Limited carbon capture and storage (CCS) capacity

Porter's Five Forces: A Strategic Tool for Navigating the Blue Hydrogen Market

Porter's five forces framework is a critical tool for understanding the competitive landscape of the Blue Hydrogen Market. It offers business organizations with a clear methodology for evaluating their competitive positioning and exploring strategic opportunities. This framework helps businesses assess the power dynamics within the market and determine the profitability of new ventures. With these insights, business organizations can leverage their strengths, address weaknesses, and avoid potential challenges, ensuring a more resilient market positioning.

PESTLE Analysis: Navigating External Influences in the Blue Hydrogen Market

External macro-environmental factors play a pivotal role in shaping the performance dynamics of the Blue Hydrogen Market. Political, Economic, Social, Technological, Legal, and Environmental factors analysis provides the necessary information to navigate these influences. By examining PESTLE factors, businesses can better understand potential risks and opportunities. This analysis enables business organizations to anticipate changes in regulations, consumer preferences, and economic trends, ensuring they are prepared to make proactive, forward-thinking decisions.

Market Share Analysis: Understanding the Competitive Landscape in the Blue Hydrogen Market

A detailed market share analysis in the Blue Hydrogen Market provides a comprehensive assessment of vendors' performance. Companies can identify their competitive positioning by comparing key metrics, including revenue, customer base, and growth rates. This analysis highlights market concentration, fragmentation, and trends in consolidation, offering vendors the insights required to make strategic decisions that enhance their position in an increasingly competitive landscape.

FPNV Positioning Matrix: Evaluating Vendors' Performance in the Blue Hydrogen Market

The Forefront, Pathfinder, Niche, Vital (FPNV) Positioning Matrix is a critical tool for evaluating vendors within the Blue Hydrogen Market. This matrix enables business organizations to make well-informed decisions that align with their goals by assessing vendors based on their business strategy and product satisfaction. The four quadrants provide a clear and precise segmentation of vendors, helping users identify the right partners and solutions that best fit their strategic objectives.

Strategy Analysis & Recommendation: Charting a Path to Success in the Blue Hydrogen Market

A strategic analysis of the Blue Hydrogen Market is essential for businesses looking to strengthen their global market presence. By reviewing key resources, capabilities, and performance indicators, business organizations can identify growth opportunities and work toward improvement. This approach helps businesses navigate challenges in the competitive landscape and ensures they are well-positioned to capitalize on newer opportunities and drive long-term success.

Key Company Profiles

The report delves into recent significant developments in the Blue Hydrogen Market, highlighting leading vendors and their innovative profiles. These include Air Products and Chemicals, Inc., ATCO Australia Pty Ltd, BP PLC, Clariant AG, Energean PLC, Eni S.p.A., Equinor ASA, Exxon Mobil Corporation, FuelCell Energy, Inc., Linde PLC, L'AIR LIQUIDE S.A., Maire Tecnimont SpA, Mitsubishi Corporation, Petroliam Nasional Berhad, Saudi Arabian Oil Company, Shell PLC, Siemens AG, State Atomic Energy Corporation Rosatom, Sumitomo Corporation, Suncor Energy Inc., Technip Energies N.V, Topsoe A/S, TotalEnergies S.E., Uniper SE, and Woodside Energy Group Limited.

Market Segmentation & Coverage

This research report categorizes the Blue Hydrogen Market to forecast the revenues and analyze trends in each of the following sub-markets:

• Based on Technology, market is studied across Auto Thermal Reforming (ATR), Gas Partial Oxidation (POX), and Steam Methane Reforming (SMR).
• Based on Distribution Method, market is studied across Liquid Hydrogen Transport and Pipeline Transport.
• Based on End-user, market is studied across Chemical Industry, Petroleum Refineries, and Power Generation Facilities.
• Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

The report offers a comprehensive analysis of the market, covering key focus areas:

1. Market Penetration: A detailed review of the current market environment, including extensive data from top industry players, evaluating their market reach and overall influence.

2. Market Development: Identifies growth opportunities in emerging markets and assesses expansion potential in established sectors, providing a strategic roadmap for future growth.

3. Market Diversification: Analyzes recent product launches, untapped geographic regions, major industry advancements, and strategic investments reshaping the market.

4. Competitive Assessment & Intelligence: Provides a thorough analysis of the competitive landscape, examining market share, business strategies, product portfolios, certifications, regulatory approvals, patent trends, and technological advancements of key players.

5. Product Development & Innovation: Highlights cutting-edge technologies, R&D activities, and product innovations expected to drive future market growth.

The report also answers critical questions to aid stakeholders in making informed decisions:

1. What is the current market size, and what is the forecasted growth?

2. Which products, segments, and regions offer the best investment opportunities?

3. What are the key technology trends and regulatory influences shaping the market?

4. How do leading vendors rank in terms of market share and competitive positioning?

5. What revenue sources and strategic opportunities drive vendors' market entry or exit strategies?

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Increasing need to reduce greenhouse gas emissions and combat climate change issues
    • 5.1.1.2. Rising adoption of hydrogen as a versatile and clean energy carrier
    • 5.1.1.3. Supportive government policies and regulations to expand the utilization of hydrogen
  • 5.1.2. Restraints
    • 5.1.2.1. High cost of development of blue hydrogen
  • 5.1.3. Opportunities
    • 5.1.3.1. Growing advancements in carbon capture and storage (CCS) technologies
    • 5.1.3.2. High potential owing to applications in energy storage and grid balancing
  • 5.1.4. Challenges
    • 5.1.4.1. Limited carbon capture and storage (CCS) capacity
• 5.2. Market Segmentation Analysis
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental

6. Blue Hydrogen Market, by Technology

• 6.1. Introduction
• 6.2. Auto Thermal Reforming (ATR)
• 6.3. Gas Partial Oxidation (POX)
• 6.4. Steam Methane Reforming (SMR)

7. Blue Hydrogen Market, by Distribution Method

• 7.1. Introduction
• 7.2. Liquid Hydrogen Transport
• 7.3. Pipeline Transport

8. Blue Hydrogen Market, by End-user

• 8.1. Introduction
• 8.2. Chemical Industry
• 8.3. Petroleum Refineries
• 8.4. Power Generation Facilities

9. Americas Blue Hydrogen Market

• 9.1. Introduction
• 9.2. Argentina
• 9.3. Brazil
• 9.4. Canada
• 9.5. Mexico
• 9.6. United States

10. Asia-Pacific Blue Hydrogen Market

• 10.1. Introduction
• 10.2. Australia
• 10.3. China
• 10.4. India
• 10.5. Indonesia
• 10.6. Japan
• 10.7. Malaysia
• 10.8. Philippines
• 10.9. Singapore
• 10.10. South Korea
• 10.11. Taiwan
• 10.12. Thailand
• 10.13. Vietnam

11. Europe, Middle East & Africa Blue Hydrogen Market

• 11.1. Introduction
• 11.2. Denmark
• 11.3. Egypt
• 11.4. Finland
• 11.5. France
• 11.6. Germany
• 11.7. Israel
• 11.8. Italy
• 11.9. Netherlands
• 11.10. Nigeria
• 11.11. Norway
• 11.12. Poland
• 11.13. Qatar
• 11.14. Russia
• 11.15. Saudi Arabia
• 11.16. South Africa
• 11.17. Spain
• 11.18. Sweden
• 11.19. Switzerland
• 11.20. Turkey
• 11.21. United Arab Emirates
• 11.22. United Kingdom

12. Competitive Landscape

• 12.1. Market Share Analysis, 2023
• 12.2. FPNV Positioning Matrix, 2023
• 12.3. Competitive Scenario Analysis
  • 12.3.1. ExxonMobil awards FEED for world's largest low-carbon hydrogen facility
  • 12.3.2. RWE and Equinor agree on strategic partnership for security of supply and decarbonisation
  • 12.3.3. Shell and Uniper to work together on blue hydrogen production facility in the UK
• 12.4. Strategy Analysis & Recommendation

Companies Mentioned

• 1. Air Products and Chemicals, Inc.
• 2. ATCO Australia Pty Ltd
• 3. BP PLC
• 4. Clariant AG
• 5. Energean PLC
• 6. Eni S.p.A.
• 7. Equinor ASA
• 8. Exxon Mobil Corporation
• 9. FuelCell Energy, Inc.
• 10. Linde PLC
• 11. L'AIR LIQUIDE S.A.
• 12. Maire Tecnimont SpA
• 13. Mitsubishi Corporation
• 14. Petroliam Nasional Berhad
• 15. Saudi Arabian Oil Company
• 16. Shell PLC
• 17. Siemens AG
• 18. State Atomic Energy Corporation Rosatom
• 19. Sumitomo Corporation
• 20. Suncor Energy Inc.
• 21. Technip Energies N.V
• 22. Topsoe A/S
• 23. TotalEnergies S.E.
• 24. Uniper SE
• 25. Woodside Energy Group Limited