청정 수소 시장 예측(-2030년) : 부문별, 지역별 세계 분석

According to Stratistics MRC, the Global Clean Hydrogen Market is accounted for $2.01 billion in 2023 and is expected to reach $6.93 billion by 2030 growing at a CAGR of 19.36% during the forecast period. The term clean hydrogen encompasses a wide range of hydrogen colours depending on the amount of carbon dioxide released during production. Moreover, hydrogen that is blue or green is thought to be clean hydrogen. This is because the production of blue and green hydrogen emits no or very little carbon dioxide.

According to the World Bank, the demand for hydrogen reached an estimated 87 million metric tons (MT) in 2020 and is expected to grow to 500-680 million MT by 2050. From 2020 to 2021, the hydrogen production market was valued at $130 billion and was estimated to grow up to 9.2% per year through 2030.

Market Dynamics:

Driver:

Mitigation of climate change

In order to significantly reduce greenhouse gas emissions, clean hydrogen is at the forefront of efforts to combat climate change. Because of its adaptability as a clean energy source, it can serve as a viable alternative to fossil fuels in a variety of fields, including heating, industry, and transportation. However, a key component of the shift to a sustainable, low-carbon energy future is the adoption of clean hydrogen, which is in line with the international commitment to ambitious carbon reduction targets.

Restraint:

High price and competition

The current cost of production, which is frequently higher than that of conventional hydrogen production techniques like steam methane reforming, is the main issue facing the market for clean hydrogen today. Moreover, it is widely adopted that renewable energy sources must be cost-competitive with fossil fuels, which will require significant investments in R&D to lower electrolysis costs, boost energy efficiency, and streamline production procedures.

Opportunity:

Heavy industry decarbonisation

Energy-intensive industries like steel, cement, and chemicals that have historically relied on carbon-intensive processes now have a significant opportunity to decarbonize. These industries can significantly reduce their greenhouse gas emissions by switching from fossil fuels to clean hydrogen as a feedstock and energy source, supporting international efforts to combat climate change. Additionally, the use of clean hydrogen technologies in heavy industry can contribute to the development of more environmentally friendly and long-lasting production techniques.

Threat:

Competition with Current Energy Sources

Well-established fossil fuels, especially natural gas and gasoline, pose a formidable threat to clean hydrogen. These fuels are more cost-competitive in the short term because of their developed infrastructure, wide distribution networks, and lower production costs. However, a significant challenge for market penetration will be to build a compelling value proposition based on environmental benefits and long-term sustainability in order to persuade consumers, industries, and policymakers to switch to clean hydrogen.

COVID-19 Impact:

The COVID-19 pandemic had a wide range of effects on the market for clean hydrogen. Although it initially caused supply chains to be disrupted, project development to be delayed, and investment levels to drop due to economic uncertainty, it also highlighted the significance of reliable, clean energy systems. Additionally, governments from all over the world are increasingly recognizing the importance of hydrogen in achieving decarbonisation goals and improving energy security in their plans for economic recovery. As a result, numerous nations stepped up their support for initiatives involving hydrogen, including funding for research, development, and deployment, acting as a catalyst for the market's recovery and expansion.

The Green hydrogen segment is expected to be the largest during the forecast period

The green hydrogen segment is anticipated to have the largest share in the clean hydrogen market. In a procedure known as electrolysis, green hydrogen is created by separating water into hydrogen and oxygen without the use of greenhouse gases. Moreover, this process uses renewable energy sources like wind and solar. Due to its environmentally friendly manufacturing process, which supports international initiatives to cut carbon emissions and combat climate change, it occupies a prominent position. As a result of a growing commitment to environmentally friendly, low-carbon energy options, governments and businesses around the world are investing more money in green hydrogen projects and infrastructure.

The transportation segment is expected to have the highest CAGR during the forecast period

In the clean hydrogen market, it is predicted that the transportation sector will experience the highest CAGR. The demand for clean energy solutions in the transportation sector was rising, particularly for hydrogen fuel cell vehicles (FCVs). In comparison to battery-electric vehicles (BEVs), hydrogen-powered FCVs had advantages like longer driving ranges and quicker refueling times, which made them appealing for use in a variety of settings like heavy-duty trucks, buses, and marine vessels. Moreover, governments and automakers are investing more money in the development of FCVs and hydrogen infrastructure, which could potentially lead to significant growth in the transportation sector.

Region with largest share:

Due to several EU member states' significant investments and commitments to hydrogen production and adoption, the European region is predicted to hold the largest share of the clean hydrogen market during the forecast period. However, the significant growth in the region is being fuelled by the EU's Green Deal and emphasis on clean energy, as well as the National Hydrogen Strategies of nations like Germany and France. Europe's prominence in the clean hydrogen market was also aided by its established renewable energy infrastructure, robust regulatory environment, and focus on decarbonisation.

Region with highest CAGR:

In the market for clean hydrogen, the Asia-Pacific region is predicted to have the highest CAGR. Japan, South Korea, and Australia were among the nations in the Asia-Pacific region actively pursuing clean hydrogen initiatives and investments. As part of its strategy for the energy transition, Japan in particular had set high goals for the production and use of hydrogen. South Korea was also making significant investments in hydrogen infrastructure and had ambitions to lead the world in hydrogen fuel cell technology and vehicles.

Key players in the market:

Some of the key players in Clean Hydrogen Market include: FuelCell Energy Inc, Cummins Inc, SunGreenH2m, Engie SA, Air Liquide S.A., Toshiba Energy System & Solution Corporation, Linde plc, SG H2 Energy Global LLC, Air Products & Chemicals Inc., Siemens Energy AG, Clean Hydrogen System, Plug Power Inc., China Petroleum & Chemical Corporation, Enel Green Power Spa, Green Hydrogen Systems and Orsted A/S.

Key Developments:

In August 2023, FuelCell Energy and ExxonMobil Technology and Engineering have agreed to extend their ongoing joint development agreement through March 31, 2024.FuelCell Energy shares were up 5% to $1.45, and are down 66% in the past 12 months. The extension enables further development related to manufacturing scale-up and work toward advancing the carbonate fuel cell technology for point source carbon capture applications against a broader set of carbon capture opportunities including lower carbon intensity flue streams.

In April 2023, Cummins Inc, has entered into a definitive agreement with Tata Motors Ltd to manufacture a range of low-to-zero-emissions technology products in India. The two companies have established a new business entity, TCPL Green Energy Solutions Private Ltd (GES), a wholly-owned subsidiary under the existing joint venture, Tata Cummins Private Limited (TCPL) in India.

In March 2023, Siemens Energy, in a consortium with FATA, part of the Danieli group, has secured a contract worth approximately €1bn ($1.07bn) from the Italian transmission system operator (TSO) Terna, to supply four converter stations for the Tyrrhenian Link project in Italy. The project aims to transmit electricity between the islands of Sicily and Sardinia and the Italian mainland through a 970km-long double underwater high-voltage (HV) cable.

Types Covered:

• Blue Hydrogen
• Green Hydrogen
• Other Types

Technologies Covered:

• Electrolysis
• Carbon Capture
• Other Technologies

Applications Covered:

• Industrial
• Transportation
• Power Generation
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2021, 2022, 2023, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Clean Hydrogen Market, By Type

• 5.1 Introduction
• 5.2 Blue Hydrogen
• 5.3 Green Hydrogen
• 5.4 Other Types

6 Global Clean Hydrogen Market, By Technology

• 6.1 Introduction
• 6.2 Electrolysis
  • 6.2.1 Alkaline Electrolyzers
  • 6.2.2 Polymer Electrolyte Membrane Electrolyzers
  • 6.2.3 Solid Oxide Electrolyzers
• 6.3 Carbon Capture
• 6.4 Other Technologies

7 Global Clean Hydrogen Market, By Application

• 7.1 Introduction
• 7.2 Industrial
• 7.3 Transportation
• 7.4 Power Generation
• 7.5 Other Applications

8 Global Clean Hydrogen Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 FuelCell Energy Inc
• 10.2 Cummins Inc
• 10.3 SunGreenH2
• 10.4 Engie SA
• 10.5 Air Liquide S.A.
• 10.6 Toshiba Energy System & Solution Corporation
• 10.7 Linde plc
• 10.8 SG H2 Energy Global LLC
• 10.9 Air Products & Chemicals Inc.
• 10.10 Siemens Energy AG
• 10.11 Clean Hydrogen System
• 10.12 Plug Power Inc.
• 10.13 China Petroleum & Chemical Corporation
• 10.14 Enel Green Power Spa
• 10.15 Green Hydrogen Systems
• 10.16 Orsted A/S