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수소경제의 분야 횡단적 새로운 기회

Emerging Cross-Sector Opportunities in the Hydrogen Economy

리서치사 Guidehouse Insights (formerly Navigant Research)
발행일 2019년 03월 상품 코드 810800
페이지 정보 영문 17 Pages; 5 Tables, Charts & Figures
US $ 1,850 ₩ 2,312,000 PDF by E-mail (Basic License)
US $ 2,775 ₩ 3,468,000 PDF by E-mail (Enterprise License)

수소경제의 분야 횡단적 새로운 기회 Emerging Cross-Sector Opportunities in the Hydrogen Economy
발행일 : 2019년 03월 페이지 정보 : 영문 17 Pages; 5 Tables, Charts & Figures

개발도상인 수소경제(Hydrogen Economy)와 인터커넥션(상호접속)에 대해 조사 분석했으며, 수소가 혼란시키는 시장, 수소의 밸류체인과 포지션, 기존·계획중인 P2G 프로젝트에 대한 체계적인 정보를 제공합니다.

수소 사용 사례가 증가함에 따라 수소경제의 기세가 확장

  • 기존 수소 제조로의 길이 변화중
  • 수소는 많은 업계의 대기업을 혼란시켜
  • 그린 수소는 에너지 거래와 난방을 분단시켜
  • 수소의 밸류체인은 신규 참여의 난입으로 확대

P2G 전개 동향이 임박한 상업적 상황, 부문간 인터커넥션(상호접속)의 혜택을 나타내

  • 수소의 사용 사례 설명
  • 전기의 사용 사례 설명
  • 새로운 P2G 개발에는 상품화를 향한 명확한 동향이 포함
  • 수소는 점점 더 세계적인 상품으로

유틸리티, 개발업체, 기타 이해관계자는 분야 횡단적 파트너십과 기회를 추구해야

  • O&G 기업
  • 천연가스 유틸리티
  • 전력회사와 그리드 오퍼레이터
  • 재생에너지 개발업체와 OEM
  • 연료전지 및 전해조 벤더
  • 수소의 이해관계자
KSM 19.04.03

List of Charts and Figures

  • Cost of Energy and Market Size, Select Markets: 2018
  • Hydrogen Value Chain Segments and Players
  • Membership in Eight Major Hydrogen Associations by Segment
  • Cumulative P2G Use Cases, Operating and Announced Projects, World Markets: 2011-2020
  • Selected Renewable Hydrogen Export Schemes, Feasibility Study Status, or Operating Schemes: 2019

The hydrogen economy is seeing renewed interest and investment, driven by many factors. Policymakers are reacting to increasingly dire climate change warnings by supporting hydrogen as an emissions-cutting measure. Advancements in hydrogen production technologies such as electrolyzers and end-use technologies like fuel cells are improving the economics of hydrogen. As electric grids from China to Germany face growing renewables curtailment due to overproduction, some look to hydrogen power-to-gas (P2G) to capture economic value from the generation capacity that may otherwise become stranded.

The emerging hydrogen economy connects different sectors-such as electricity, transport, and industry-and growing activity across the energy value chain mirrors this reach. Incumbent fossil players like oil & gas companies and natural gas utilities are interested, both to limit the jarring impacts of decarbonization policies and grow revenue from potentially cleaner fossil fuel end products. Electric utilities may look to P2G electrolyzers as potential large loads to prop up load growth against declining demand.

This Navigant Research report analyzes the developing hydrogen economy and interconnections helping drive its business case. The study examines three areas: markets where hydrogen can be disruptive; the hydrogen value chain and positions of more than 200 companies active in hydrogen; and more than 70 existing and planned P2G projects summarized by use case. The report closes with recommendations for several groups of hydrogen stakeholders. Industrial gas companies, transportation players, and electrolyzer and fuel cell companies are among the company types discussed in this report.

Key Questions Addressed:

  • What new cross-sector opportunities exist in the emerging hydrogen economy?
  • What energy end uses may be disrupted by hydrogen?
  • What types of companies are becoming active in hydrogen, and why?
  • What are the use cases of power-to-gas (P2G) projects, and which will be more important in the future?
  • How should my company react to the hydrogen economy?

Who Needs This Report:

  • Electric utilities
  • Natural gas utilities
  • Oil & gas companies
  • Renewables developers
  • Fuel cell vendors
  • Electrolyzer vendors
  • Vehicle OEMs
  • Investor community

Table of Contents




Momentum Builds for the Hydrogen Economy as Hydrogen Use Cases Proliferate

  • Traditional Hydrogen Production Pathways Are Changing
  • Hydrogen Could Disrupt Many Large Industries
    • Green Hydrogen Primed to Compete on Cost
      • How Industry and Transport Can Use Green Hydrogen
      • Competing with Grey Hydrogen for Industrial End Uses
      • Pursuing Cost Parity with Gasoline
      • Displacing Bunker Fuel for Maritime Transportation
    • Green Hydrogen Could Disrupt Energy Trade and Heating
      • Replacing Electrical Transmission for Renewables
      • Displacing Natural Gas in Global Energy Trade and End Uses
    • Analyzing Green Hydrogen Opportunities
  • The Hydrogen Value Chain Is Expanding as Entrants Pile In

P2G Deployment Trends Signal Imminent Commercial Status, a Boon for Sector Interconnection

  • Hydrogen Use Cases Explained
  • Electric Use Cases Explained
  • Emerging P2G Developments Include a Clear Trend Toward Commercialization
  • Hydrogen Will Become an Increasingly Global Commodity

Utilities, Developers, and Other Stakeholders Should Seek Cross-Sector Partnerships and Opportunities

  • O&G Companies Should Employ Incumbency Advantages
  • Natural Gas Utilities Should Embrace Hydrogen as Defense Against Decarbonization Policy Impacts
  • Electric Utilities and Grid Operators Should Use Hydrogen for Grid Support and Load Growth
  • Renewables Developers and OEMs Should Embrace the Potential of P2G
  • Fuel Cell and Electrolyzer Vendors Need to Focus on Scale and Cost
  • Hydrogen Stakeholders Should Lobby for a Level Regulatory Playing Field
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