수소 대응 가스 터빈

The availability of dispatchable, low carbon power generation technologies is an increasingly relevant feature of decarbonizing electricity systems. Currently, many power grids rely on natural gas generators to play a key flexibility role. Efforts to reduce power sector fossil fuel consumption are driving interest in gas turbines capable of operating using hydrogen or hydrogen-natural gas blends as an alternative to conventional gas-fired generation.

A portion of the existing gas turbine fleet already consumes hydrogen-rich gas streams. However, deployments are generally limited to smaller-scale equipment supplied with by-product gases from petroleum refining or other industrial processes. Major gas turbine manufacturers have announced plans to increase blend capabilities across their product ranges and to commercialize 100% hydrogen gas turbines by the 2030s or earlier. These efforts are being assisted by policy support for hydrogen power generation in key markets such as the US, Germany, Japan, and South Korea.

While overall volumes of hydrogen available to the power sector remain subject to high levels of uncertainty, hydrogen-capable gas turbines are expected to account for an increasingly meaningful share of power generation equipment sales over the coming decade. This Guidehouse Insights report provides an overview of the key technical, commercial, and policy factors that are likely to affect adoption over the next 10 years. Forecasts are based on an analysis of planned hydrogen power generation capacity and manufacturers' timelines for hydrogen technology adoption.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Global Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Market Drivers
  • 2.2.1 HGT Retrofits Enable the Conversion of Existing Infrastructure
  • 2.2.2 HGTs Can Buffer Intermittent Renewables and Provide Grid Stability
  • 2.2.3 Government Funding Has Enabled Early Movers
• 2.3 Market Barriers
  • 2.3.1 Fuel Flexibility Presents Technical Challenges
  • 2.3.2 Hydrogen Supply Chains Need Further Development
  • 2.3.3 Energy Is Lost with Every Step in the Supply Chain
• 2.4 Other Business Issues

3. Policy Review

• 3.1 North America
  • 3.1.1 US
• 3.2 Europe
  • 3.2.1 Germany
• 3.3 Asia Pacific
  • 3.3.1 Japan
  • 3.3.2 South Korea
  • 3.3.3 Singapore
  • 3.3.4 Australia
• 3.4 Latin America
• 3.5 Middle East & Africa

4. Industry Value Chain

• 4.1 Competitive Landscape
  • 4.1.1 The "Big Three"
    • 4.1.1.1 GE
    • 4.1.1.2 Siemens Energy
    • 4.1.1.3 Mitsubishi Power
  • 4.1.2 Other OEMs

5. Market Forecasts

• 5.1 Methodology
• 5.2 Global Market Overview
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East & Africa

6. Conclusions and Recommendations

• 6.1 Key Takeaways
• 6.2 Recommendations

7. Acronym and Abbreviation List

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes