전해조 가격 모델링과 러닝 커브 : 수소 전해조 기술 현황 리뷰, 예측과 분석

The use of green hydrogen as a source of renewable and storable energy holds vast potential to help decarbonize worldwide energy production and consumption across a multitude of end-use segments. However, production costs remain too high to compete with other methods of hydrogen production, most of which rely on fossil fuels. Therefore, cutting costs for the production plants, the electrolyzers, is essential to reducing the price of green hydrogen.

Water electrolysis has been used for industrial applications for more than a century. However, in the past 5 years, water electrolysis for hydrogen production-especially green hydrogen that is produced entirely with renewable energy-is garnering renewed attention due to technological advances, a growing list of potential end-use applications for hydrogen, lower renewable electricity prices, a global push to decarbonize energy production and consumption, and a desire to help stabilize the power grid amid broader efforts toward electrification and the variability that comes with renewable supplies.

This Guidehouse Insights report provides system and component price forecasts for four electrolyzer technology types: alkaline, polymer electrolyte membrane (PEM), solid oxide electrolyzer cells (SOEC), and anion exchange membrane (AEM). This report focuses primarily on the specifics of pricing for these four electrolyzer types, including capacity and revenue forecasts for major global regions for 2022-2031.

KEY QUESTIONS ADDRESSED:

• What is green hydrogen?

• What are the drivers and barriers shaping the water electrolysis market?

• What are the drivers and barriers to different types of water electrolysis technologies?

• What is the potential size of the future global electrolyzer market?

• What is the expected electrolyzer capacity and revenue for North America in 2031?

• What is the expected electrolyzer capacity and revenue for Europe in 2031?

• What is the expected electrolyzer capacity and revenue for Asia Pacific in 2031?

WHO NEEDS THIS REPORT:

• Electrolyzer manufacturers
• Government agencies
• Hydrogen nonprofits and research organizations
• Utilities
• Renewable technology developers
• Pipeline developers
• Energy cooperatives
• Precious metal miners
• Heavy industry
• On-road and off-road transportation companies
• Investor community

Table of Contents

1. Executive Summary

• 1.1. Electrolyzer Pricing and the Viability of Green Hydrogen
• 1.2. Global Outlook

2. Market Issues

• 2.1. Introduction
• 2.2. Electrolyzer Technologies
  • 2.2.1. Alkaline Electrolyzers
  • 2.2.2. Proton Exchange Membrane Electrolyzers
  • 2.2.3. Solid Oxide Electrolyzer Cells
  • 2.2.4. Anion Exchange Membrane Electrolyzers
• 2.3. Electrolyzer Components
  • 2.3.1. Cell and Stack
  • 2.3.2. BOP
  • 2.3.3. Feedstocks and Other Parts
• 2.4. Market Drivers
  • 2.4.1. Hydrogen's Role in Global Decarbonization
  • 2.4.2. Hydrogen's Role in Supply Flexibility and Grid Balance
  • 2.4.3. Existing Infrastructure
  • 2.4.4. Government Incentives and Private Support
• 2.5. Market Barriers
  • 2.5.1. Higher Costs and Commerciality
  • 2.5.2. Supply and Value Chain Complexity
  • 2.5.3. Water and Land Use
  • 2.5.4. Infrastructure Needs
• 2.6. Key Performance Indicators
• 3. Market Forecasts

3.1. Methodology

• 3.2. Global Market Overview
  • 3.2.1. Electrolyzer Capacity Forecast by Technology
  • 3.2.2. Electrolyzer Revenue Forecast by Technology
  • 3.2.3. Electrolyzer Forecast by Price
• 3.3. Cost Reductions
  • 3.3.1. Learning Curves
  • 3.3.2. Economies of Scale
  • 3.3.3. Technological Advances and Automation
• 3.4. Regional Market Overview
  • 3.4.1. North America
  • 3.4.2. Europe
  • 3.4.3. Asia Pacific
  • 3.4.4. Latin America
  • 3.4.5. Middle East & Africa

4. Conclusions and Recommendations

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study, Sources and Methodology, Notes