세계의 수소 동력 광산 장비 시장 - 연료전지 전기 및 수소 연소 엔진 기반 광산 장비 : 장비 납품 및 매출 예측(2024-2033년)

Mining companies have an important role to play in the transition to non-fossil energy sources. While the industry provides the raw materials needed for the manufacture of clean energy technologies, it is also a significant source of CO2 emissions. A little under half of the emissions from mining operations come from diesel consumption in heavy duty mining vehicles and equipment. Haulage trucks are the largest fuel users, accounting for approximately 68 million tons of CO2 emissions per annum.

Most of the world's major mining players have released climate strategies, typically covering operational emissions with climate neutrality goals set for the 2040s and 2050s. Working in tandem with mining equipment and powertrain suppliers, these companies are currently exploring a range of solutions to decarbonize haulage trucks, excavators, loaders, drilling rigs, and other onsite equipment. Unlike most alternative pathways, hydrogen offers mining players the flexibility to produce fuel onsite or procure it from third-party suppliers. It also presents faster refueling times, increased power density and greater range potential than battery electric solutions. However, the low round trip efficiency of hydrogen technologies compared to fully electric pathways typically entails higher operational costs. With some notable exceptions, mining players are therefore taking a cautious approach to investing in hydrogen technologies.

This Guidehouse Insights report forecasts hydrogen-powered mining equipment sales and revenues from 2024-2033, segmented by global region, equipment type, and powertrain technology. It provides a detailed overview of mining players and equipment suppliers, discusses some of the tradeoffs between electrification and hydrogen-based decarbonization pathways, and offers recommendations to stakeholders across the hydrogen technology and mining value chains.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
• 2.2 Barriers
• 2.3 Increasing Material Demands from the Energy Transition
• 2.4 Impact of Declining Ore Grades
• 2.5 Sources of Emissions from Mining Operations
• 2.6 Powertrain Technologies

3. Industry Value Chain

• 3.1 Equipment and Technology Providers
• 3.2 Mining Companies

4.Market Forecasts

• 4.1 Methodology
• 4.2 Global Market Overview
  • 4.2.1 Hydrogen-Powered Mining Equipment by Region
  • 4.2.2 Hydrogen-Powered Mining Equipment by Equipment Type
  • 4.2.3 Hydrogen-Powered Mining Equipment by Powertrain Technology
• 4.3 Regional Market Forecasts
  • 4.3.1 North America
    • 4.3.1.1 Hydrogen-Powered Mining Equipment by Equipment Type, North America
    • 4.3.1.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, North America
  • 4.3.2 Europe
    • 4.3.2.1 Hydrogen-Powered Mining Equipment by Equipment Type, Europe
    • 4.3.2.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Europe
  • 4.3.3 Asia Pacific
    • 4.3.3.1 Hydrogen-Powered Mining Equipment by Equipment Type, Asia Pacific
    • 4.3.3.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Asia Pacific
  • 4.3.4 Latin America
    • 4.3.4.1 Hydrogen-Powered Mining Equipment by Equipment Type, Latin America
    • 4.3.4.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Latin America
  • 4.3.5 Middle East & Africa
    • 4.3.5.1 Hydrogen-Powered Mining Equipment by Equipment Type, Middle East & Africa
    • 4.3.5.2 Hydrogen-Powered Mining Equipment by Powertrain Technology, Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Main Takeaways
• 5.2 Recommendations
  • 5.2.1 Mining Equipment Manufacturers
  • 5.2.2 Powertrain Technology Providers
  • 5.2.3 Mining Companies
  • 5.2.4 Hydrogen Project Developers
  • 5.2.5 Policy Makers

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes