세계의 E-Fuel 시장 규모, 점유율, 동향, 업계 분석 : 제품별, 상태별, 생산 방법별, 최종사용자별, 지역별 - 시장 예측(2025-2034년)

The e-fuel market size is expected to reach USD 1,060.06 billion by 2034, according to a new study by Polaris Market Research. The report "E-Fuel Market Size, Share, Trend, Industry Analysis Report By Product (E-Diesel, E-Gasoline, Ethanol, Hydrogen, Methanol, Others), By State, By Production Method, By End User, By Region - Market Forecast, 2025-2034" gives a detailed insight into current market dynamics and provides analysis on future market growth.

The e-fuel market revolves around the production and use of synthetic fuels created using renewable electricity and captured carbon dioxide. These fuels serve as drop-in alternatives to conventional fossil fuels and are particularly valuable in sectors where full electrification remains challenging. Rising demand for sustainable transportation and the push toward carbon-neutral energy solutions are accelerating investments in e-fuel technologies. Electrolysis-powered hydrogen, combined with CO2 captured from industrial or atmospheric sources, forms the backbone of the production process, creating fuels such as e-diesel, e-gasoline, and methanol. Increasing government mandates on emissions reduction and clean fuel blending targets are creating strong policy-driven demand. Industry players are focusing on developing scalable, cost-efficient production models supported through strategic alliances and integration across the value chain. Major trends include the adoption of power-to-liquid and gas-to-liquid pathways, which allow efficient conversion of renewable energy into transportable liquid fuels.

Rapid progress in direct air capture, coupled with falling renewable electricity costs, is improving the economic viability of e-fuels. Opportunities are emerging in long-haul aviation, shipping, and heavy-duty transportation, where infrastructure constraints and energy density needs favor synthetic alternatives over battery-electric solutions. The market is also witnessing growing interest from industrial players looking to decarbonize heat-intensive processes using synthetic alternatives. Expansion of pilot plants and commercial-scale facilities reflects a shift from experimentation to early commercialization, driven by corporate sustainability goals and innovation in carbon utilization.

E-Fuel Market Report Highlights

By product, the ethanol segment dominated the market in 2024 with ~42% of the revenue share due to its established compatibility with existing internal combustion engines and fueling infrastructure.

Based on state, the liquid segment dominated the market by ~82% of the revenue share in 2024 due to its compatibility with current storage, transport, and fueling systems.

Europe accounted for ~49% of the revenue share in 2024 due to ambitious net-zero targets, stringent emission standards, and sector-specific decarbonization policies.

The North America e-fuel market is expected to register a CAGR of 25.2% from 2025 to 2034 due to expanding federal and state-level support for low-carbon fuels and clean energy standards.

A few global key players include ABEL Energy Pty Ltd., ANPAC, Arcadia eFuels, HIF Global, INERATEC GmbH, Liquid Wind, Neste Corp., Porsche AG, Siemens Energy, and Sunfire GmbH.

Polaris Market Research has segmented the e-fuel market on the basis of product, state, production method, end user, and region:

By Product Outlook (Revenue, USD Billion, 2020-2034)

E-Diesel

E-Gasoline

Ethanol

Hydrogen

Methanol

Others

By State Outlook (Revenue, USD Billion, 2020-2034)

Liquid

Gas

By Production Method Outlook (Revenue, USD Billion, 2020-2034)

Power-to-Liquid

Power-to-Gas

Gas-to-Liquid

By End User Outlook (Revenue, USD Billion, 2020-2034)

Automotive

Industrial

Marine

Railway

Others

By Regional Outlook (Revenue, USD Billion, 2020-2034)

North America

U.S.

Canada

Europe

Germany

UK

France

Italy

Spain

Russia

Netherlands

Rest of Europe

Asia Pacific

China

India

Japan

South Korea

Indonesia

Malaysia

Vietnam

Australia

Rest of Asia Pacific

Latin America

Argentina

Brazil

Mexico

Rest of Latin America

Middle East & Africa

UAE

Saudi Arabia

Israel

South Africa

Rest of Middle East & Africa

Table of Contents

Chapter 1. Introduction

• 1.1 Report Description
  • 1.1.1 Objectives of the Study
  • 1.1.2 Market Scope
  • 1.1.3 Assumptions

Chapter 2. Executive Summary

Chapter 3. Research Methodology

• 3.1 Overview
  • 3.1.1 Data Mining
• 3.2 Data Sources
  • 3.2.1 Primary Sources
  • 3.2.2 Secondary Sources

Chapter 4. E-Fuel Market Insights

• 4.1 E-Fuel - Industry snapshot
• 4.2 E-Fuel Market Dynamics
  • 4.2.1 Drivers and Opportunities
    • 4.2.1.1 Advancements in renewable energy technologies
    • 4.2.1.2 Climate Change Mitigation
  • 4.2.2 Restraints and Challenges
    • 4.2.2.1 High production costs
• 4.3 E-Fuel Market - Porter's Five Forces
  • 4.3.1 Bargaining Power of Suppliers (Moderate to High)
  • 4.3.2 Threats of New Entrants: (Moderate to High)
  • 4.3.3 Bargaining Power of Buyers (Low to Moderate)
  • 4.3.4 Threat of Substitute (Moderate)
  • 4.3.5 Rivalry among existing firms (Moderate)
• 4.4 E-Fuel Market - PEST Analysis
• 4.5 E-Fuel Market - Covid-19 Impact Analysis

Chapter 5. E-Fuel Market Assessment by Product

• 5.1 Introduction
• 5.2 E-Diesel
• 5.3 E-Gasoline
• 5.4 Ethanol
• 5.5 Hydrogen
• 5.6 Methanol
• 5.7 Other Products

Chapter 6. E-Fuel Market Assessment by State

• 6.1 Introduction
• 6.2 Liquid
• 6.3 Gas

Chapter 7. E-Fuel Market Assessment by Production Method

• 7.1 Introduction
• 7.2 Power-to-Liquid
• 7.3 Power-to-Gas
• 7.4 Gas-to-Liquid

Chapter 8. E-Fuel Market Assessment by End-User

• 8.1 Introduction
• 8.2 Automotive
• 8.3 Industrial
• 8.4 Marine
• 8.5 Railway
• 8.6 Other End-Uses

Chapter 9. E-Fuel Market Assessment by Region

• 9.1 Introduction
• 9.2 E-Fuel Market - North America
  • 9.2.1 E-Fuel Market - U.S.
  • 9.2.2 E-Fuel Market - Canada
• 9.3 E-Fuel Market - Europe
  • 9.3.1 E-Fuel Market - Germany
  • 9.3.2 E-Fuel Market - UK
  • 9.3.3 E-Fuel Market - France
  • 9.3.4 E-Fuel Market - Italy
• 9.4 E-Fuel Market - Asia Pacific
  • 9.4.1 E-Fuel Market - China
  • 9.4.2 E-Fuel Market - Japan
  • 9.4.3 E-Fuel Market - South Korea
• 9.5 E-Fuel Market - Latin America
• 9.6 E-Fuel Market - Middle East & Africa

Chapter 10. Competitive Landscape

• 10.1 Key Market Players: Categorization
• 10.2 Strategy Framework
• 10.3 Strategies Categorization
  • 10.3.1 Product Launch/ Collaboration/Investment
  • 10.3.2 Expansions/Agreement/Partnership/Funds

Chapter 11. Company Profiles

• 11.1 Neste
  • 11.1.1 Business Overview
  • 11.1.2 Financial Snapshot
    • 11.1.2.1 Net Sales by business segment
    • 11.1.2.2 Net Sales by Region
  • 11.1.3 Recent Developments
• 11.2 Siemens Energy
  • 11.2.1 Business Overview
  • 11.2.2 Financial Snapshot
    • 11.2.2.1 Revenue by business segment
    • 11.2.2.2 Revenue by Region
  • 11.2.3 Recent Developments
• 11.3 Sunfire GmbH
  • 11.3.1 Business Overview
  • 11.3.2 Recent Developments
• 11.4 HIF Global
  • 11.4.1 Business Overview
  • 11.4.2 Recent Developments
• 11.5 INERATEC GmbH
  • 11.5.1 Business Overview
  • 11.5.2 Products and Services
  • 11.5.3 Recent Developments
• 11.6 Liquid Wind
  • 11.6.1 Business Overview
  • 11.6.2 Financial Snapshot
  • 11.6.3 Products and Services
  • 11.6.4 Recent Developments
• 11.7 ABEL Energy Pty Ltd.
  • 11.7.1 Business Overview
  • 11.7.2 Recent Developments
• 11.8 ANPAC
  • 11.8.1 Business Overview
  • 11.8.2 Financial Snapshot
  • 11.8.3 Recent Developments
• 11.9 Arcadia eFuels
  • 11.9.1 Business Overview
  • 11.9.2 Recent Developments
• 11.10 Porsche AG.
  • 11.10.1 Business Overview
  • 11.10.2 Financial Snapshot