수소 충전소 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the hydrogen fueling station market size is expected to increase from USD 1.81 billion in 2025 to USD 2.01 billion in 2026 and reach USD 4.89 billion by 2031, growing at a CAGR of 19.46% over 2026-2031.

This report is Segmented by Station Type (Fixed, Mobile), Hydrogen Production Source (Green, Blue, Gray, Other Low-Carbon), End-Use (Passenger Vehicles, Commercial Vehicles, Transit Buses, Heavy-Duty Trucks, Railways, Marine, Industrial Vehicles), and Geography (North America, Europe, Asia-Pacific, South America, and Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Hydrogen Fueling Station Market Trends and Insights

Fleet-Led Hydrogen Demand From Heavy-Duty Freight Corridors

The strongest demand signal in the hydrogen fueling station market comes from logistics operators that need reliable fuel access on defined freight routes. Germany launched a EUR 220 million program in January 2026 to support up to 40 hydrogen stations and 400 fuel cell trucks on TEN-T core network routes. By the June 2026 deadline, the program had received 526 applications seeking EUR 455 million, more than twice the available funding. South Korea has established freight corridors between Seoul and Busan, Seoul and Gwangju, and Incheon and Chungbuk. These programs favor fleet contracts that connect vehicles to specific locations and raise expected station throughput. The hydrogen fueling station market benefits when a depot or corridor has predictable demand, because that pattern supports operating cost recovery before a broader retail customer base develops.

Zero-Emission Vehicle Mandates and Hydrogen Infrastructure Funding

Public support is moving from demonstration projects toward commercial hydrogen infrastructure. California made USD 45 million available in 2026 under GFO-25-607 for hydrogen refueling infrastructure serving light-duty, medium-duty, and heavy-duty vehicles. The state also provided USD 40 million through its ZEV Infrastructure Blueprints 2.0 program for medium-duty and heavy-duty applications. South Korea allocated KRW 721.8 billion, equivalent to USD 530 million, in 2025 for fuel cell vehicle purchase subsidies and raised the hydrogen bus fuel subsidy to KRW 5,000 per kilogram. AFIR requires publicly accessible hydrogen refueling points on TEN-T core network corridors by stated deadlines. These requirements make permitting and safety-distance approvals more important, since delayed approvals can prevent a project from joining an early corridor cluster. The hydrogen fueling station market has a clearer route to demand where funding is tied to vehicle deployment and corridor access.

High Capital Cost and Low Early Utilization

Station economics remain difficult when vehicle numbers are low, and fuel sales are uncertain. A 2026 study in the International Journal of Hydrogen Energy identified utilization and discount rate as the leading cost drivers for heavy-duty hydrogen refueling stations. The study found that low-use cases can push levelized hydrogen costs beyond EUR 50 per kilogram at smaller configurations. California's earlier assessment also documented network uptime challenges connected to maintenance and hydrogen quality. These conditions make a station more exposed when supply deliveries are disrupted or product quality varies. The German program addresses this risk by linking funding for stations with fuel cell trucks, which can improve utilization from the start. The hydrogen fueling station market will remain sensitive to financing costs until demand is anchored by committed fleets.

Other drivers and restraints analyzed in the detailed report include:

1. Green Hydrogen and On-Site Electrolyzer Integration
2. Station Portfolio Optimization Through Modular and Mobile Deployment
3. Limited Hydrogen Supply and Distribution Networks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Fixed stations held 91.1% of the hydrogen fueling station market in 2025. Their lead reflects the need for high throughput on established commercial routes and at large fleet sites. Fixed facilities are suited to corridors where vehicles can refuel repeatedly and where the developer can justify compression, storage, and dispensing equipment. The hydrogen fueling station industry relies on these sites to provide the backbone of a dependable network. Mobile formats had 8.9% of installed capacity in 2025, but they fulfill a different role by bringing fuel to early fleet deployments. Asia-Pacific had 849 stations at the end of 2024, according to the supplied source material, with a large concentration in China, South Korea, and Japan.

Mobile stations are forecast to grow at a 22.3% CAGR between 2026 and 2031. Their smaller initial commitment helps a developer test whether fleet demand justifies a larger site. The hydrogen fueling station market can use these facilities for buses, trucks, port equipment, and temporary applications during construction. Trailer-mounted systems also reduce the time between a fleet's vehicle delivery and the availability of fuel. Standard-compliant dispensing remains important for serving vehicles from different manufacturers. A mixed portfolio of fixed and mobile assets can limit the risk of building permanent capacity ahead of demand.

Complete Report Scope:

• By Station Type
  • Fixed Hydrogen Fueling Stations
  • Mobile Hydrogen Fueling Stations
• By Hydrogen Production Source
  • Green Hydrogen
  • Blue Hydrogen
  • Gray Hydrogen
  • Other Low-carbon Hydrogen
• By End-use
  • Passenger Vehicles
  • Commercial Vehicles
  • Transit Buses
  • Heavy-duty Trucks
  • Railways
  • Marine
  • Industrial Vehicles (Forklifts, Mining, Ports)
  • Others
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • France
    • Italy
    • Spain
    • United Kingdom
    • Poland
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia
    • Indonesia
    • Vietnam
    • Thailand
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Egypt
    • South Africa
    • Morocco
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific held 45.3% of the hydrogen fueling station market in 2025 and is forecast to grow at a 29.7% CAGR through 2031. China, South Korea, and Japan remain the region's main deployment centers. South Korea expanded its station count from 170 in 2022 to 400 in 2025, supported by vehicle subsidies. Japan has a smaller operating network than its government target, which shows the difficulty of sustaining passenger-led refueling demand.

Europe is the second-largest region and has a policy framework that connects station planning to freight routes. Germany's funding call seeks to support combined truck and station deployment on TEN-T corridors. TEAL Mobility operated 17 stations in 5 European countries by the end of 2025. The hydrogen fueling station market in Europe also benefits from larger-scale supply projects such as ELYgator in Rotterdam. The Port of Klaipeda opened Lithuania's first green hydrogen facility in 2026 for vessels, trucks, and port operations.

North America, South America, and the Middle East and Africa have smaller positions but have identifiable development routes. California's 2026 funding focuses on hydrogen refueling for vehicles across several weight classes. In North America, networked corridor projects are more likely to be viable than isolated locations. Brazil's Suape Port has announced a BRL 15.8 billion (~USD 3.09 billion) green hydrogen hub expansion plan for 2030 commissioning, although refueling infrastructure in South America remains limited. The Middle East is building green hydrogen production capacity for export, while domestic refueling remains at an early stage. These regions can gain from linking production development with ports, logistics centers, and initial fleet commitments.

1. Air Products and Chemicals, Inc.
2. Atawey SAS
3. Chart Industries, Inc.
4. China Petroleum and Chemical Corporation
5. ENEOS Corporation
6. FirstElement Fuel, Inc.
7. H2 MOBILITY Deutschland GmbH & Co. KG
8. Hydrogen Refueling Solutions SA
9. ITM Power plc
10. Iwatani Corporation
11. Korea Gas Corporation
12. L'Air Liquide S.A.
13. Linde plc
14. Maximator Hydrogen GmbH
15. Nel ASA
16. PDC Machines, Inc.
17. Plug Power Inc.
18. Shell plc
19. TotalEnergies SE

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Fleet-Led Hydrogen Demand From Heavy-Duty Freight Corridors
  • 4.2.2 Zero-Emission Vehicle Mandates and Hydrogen Infrastructure Funding
  • 4.2.3 Growth of Fixed-Route Bus and Depot Fleets
  • 4.2.4 Green Hydrogen and On-Site Electrolyzer Integration
  • 4.2.5 Port, Airport and Logistics-Hub Decarbonization
  • 4.2.6 Station Portfolio Optimization Through Modular and Mobile Deployment
• 4.3 Market Restraints
  • 4.3.1 High Capital Cost and Low Early Utilization
  • 4.3.2 Limited Hydrogen Supply and Distribution Networks
  • 4.3.3 Station Uptime Exposure to Hydrogen Quality and Delivery Reliability
  • 4.3.4 Permitting, Safety-Distance and Cross-Jurisdiction Approval Friction
• 4.4 Supply-Chain Analysis
• 4.5 Technology Outlook
• 4.6 Regulatory Landscape
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS

• 5.1 By Station Type
  • 5.1.1 Fixed Hydrogen Fueling Stations
  • 5.1.2 Mobile Hydrogen Fueling Stations
• 5.2 By Hydrogen Production Source
  • 5.2.1 Green Hydrogen
  • 5.2.2 Blue Hydrogen
  • 5.2.3 Gray Hydrogen
  • 5.2.4 Other Low-carbon Hydrogen
• 5.3 By End-use
  • 5.3.1 Passenger Vehicles
  • 5.3.2 Commercial Vehicles
  • 5.3.3 Transit Buses
  • 5.3.4 Heavy-duty Trucks
  • 5.3.5 Railways
  • 5.3.6 Marine
  • 5.3.7 Industrial Vehicles (Forklifts, Mining, Ports)
  • 5.3.8 Others
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 France
    • 5.4.2.3 Italy
    • 5.4.2.4 Spain
    • 5.4.2.5 United Kingdom
    • 5.4.2.6 Poland
    • 5.4.2.7 Russia
    • 5.4.2.8 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 India
    • 5.4.3.3 Japan
    • 5.4.3.4 South Korea
    • 5.4.3.5 Australia
    • 5.4.3.6 Indonesia
    • 5.4.3.7 Vietnam
    • 5.4.3.8 Thailand
    • 5.4.3.9 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Chile
    • 5.4.4.4 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 Egypt
    • 5.4.5.4 South Africa
    • 5.4.5.5 Morocco
    • 5.4.5.6 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Air Products and Chemicals, Inc.
  • 6.4.2 Atawey SAS
  • 6.4.3 Chart Industries, Inc.
  • 6.4.4 China Petroleum and Chemical Corporation
  • 6.4.5 ENEOS Corporation
  • 6.4.6 FirstElement Fuel, Inc.
  • 6.4.7 H2 MOBILITY Deutschland GmbH & Co. KG
  • 6.4.8 Hydrogen Refueling Solutions SA
  • 6.4.9 ITM Power plc
  • 6.4.10 Iwatani Corporation
  • 6.4.11 Korea Gas Corporation
  • 6.4.12 L'Air Liquide S.A.
  • 6.4.13 Linde plc
  • 6.4.14 Maximator Hydrogen GmbH
  • 6.4.15 Nel ASA
  • 6.4.16 PDC Machines, Inc.
  • 6.4.17 Plug Power Inc.
  • 6.4.18 Shell plc
  • 6.4.19 TotalEnergies SE

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment