세계의 수소 허브 시장 전망(-2030년) : 기술별, 유통망별, 용도별, 최종 사용자별, 지역별 분석

According to Stratistics MRC, the Global Hydrogen Hubs Market is accounted for $1.80 billion in 2023 and is expected to reach $6.68 billion by 2030 growing at a CAGR of 20.6% during the forecast period. Hydrogen Hubs are strategic locations designed to promote the production, storage, and distribution of hydrogen as a clean and sustainable energy source. These hubs serve as centralized facilities where hydrogen is generated through processes like electrolysis or steam methane reforming, often utilizing renewable energy sources. The produced hydrogen can then be stored and distributed efficiently to various end-users, such as industries, transportation, and power generation. Hydrogen Hubs play a crucial role in advancing the adoption of hydrogen as a green fuel, fostering collaboration between stakeholders in the hydrogen value chain, and accelerating the transition towards a low-carbon energy future.

Market Dynamics:

Driver:

Growing interest in green hydrogen

With an increasing emphasis on sustainable and clean energy solutions, green hydrogen, produced through electrolysis using renewable energy sources, has gained prominence. Hydrogen Hubs, centralizing the production and distribution of green hydrogen, offer an efficient and scalable solution to meet the rising demand. Governments and industries worldwide are investing in hydrogen infrastructure to decarbonize various sectors, such as transportation and industrial processes. This surge in interest reflects a broader commitment to achieving carbon neutrality goals, positioning hydrogen hubs as integral components of the evolving energy landscape.

Restraint:

Infrastructure development costs

Establishing comprehensive facilities for hydrogen production, storage, and distribution requires substantial investment in specialized equipment, pipelines, and storage tanks. The development of necessary transportation infrastructure further adds to the financial burden. The need for advanced technologies and safety measures also contributes to escalating costs. These high initial investments may deter potential investors and slow down the widespread adoption of hydrogen hubs, hindering the market's growth. Overcoming this challenge requires strategic planning and collaboration between stakeholders to optimize costs and promote the economic viability of hydrogen-based infrastructure.

Opportunity:

Hydrogen storage solutions

As the demand for hydrogen continues to rise, establishing an effective storage infrastructure becomes crucial for optimizing its production and distribution. Innovative storage technologies, such as advanced compressed hydrogen and liquid organic hydrogen carriers, contribute to the scalability and flexibility of hydrogen hubs. These solutions enhance the viability of large-scale storage, facilitate the integration of renewable energy sources, and support the growth of a sustainable hydrogen economy. Investment in hydrogen storage infrastructure is key to unlocking the full potential of hydrogen hubs, fostering a resilient and accessible ecosystem for the widespread adoption of hydrogen as a clean energy solution.

Threat:

Competition with other energy sources

As traditional energy alternatives like fossil fuels and renewable sources gain traction, hydrogen must contend with existing infrastructure and well-established technologies. Additionally, the evolving landscape of battery storage and advancements in electric vehicles pose formidable rivals. The success of hydrogen hubs hinges on overcoming these competitive forces by demonstrating superior efficiency, scalability, and environmental benefits to secure a significant share in the evolving energy market

Covid-19 Impact:

The COVID-19 pandemic has thoroughly impacted the market. Lockdowns, supply chain disruptions, and reduced industrial activities led to a slowdown in the development of hydrogen infrastructure projects. Uncertainties surrounding the global economy also hindered investment in hydrogen technologies. However, as economies recover and governments prioritize green initiatives, the hydrogen market is poised for a resurgence. Increased focus on renewable energy and decarbonization efforts may drive the demand for hydrogen hubs, fostering growth and innovation in the post-pandemic era.

The steam methane reforming (SMR) segment is expected to be the largest during the forecast period

The Steam Methane Reforming (SMR) segment is experiencing notable growth in the hydrogen hub market due to its efficiency in large-scale hydrogen production. SMR is a well-established and cost-effective method for extracting hydrogen from natural gas, making it a key player in the transition to a hydrogen-based economy. As hydrogen gains traction as a clean energy carrier, the demand for SMR technology has surged, particularly in hydrogen hubs where centralized production and distribution facilities are being developed. Additionally, the scalability and established infrastructure of SMR contribute to its prominence, positioning it as a leading technology in the expanding hydrogen hub market.

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

The growth of hydrogen pipelines in the hydrogen hub market can be attributed to the increasing demand for efficient and cost-effective transportation of hydrogen. As hydrogen gains prominence as a clean energy carrier, the development of dedicated pipelines becomes crucial for transporting large volumes over long distances. Hydrogen hubs, serving as centralized production and distribution centers, stimulate the need for a well-connected pipeline infrastructure to link production sites with end-users, industries, and other hubs.

Region with largest share:

North America has experienced significant growth in the market, driven by a confluence of factors. The region's commitment to sustainability and the transition to clean energy have propelled hydrogen as a key player in decarbonization efforts. Favorable government policies, investments, and partnerships have accelerated the development of hydrogen infrastructure and technology. Furthermore, increasing collaborations between industry players and a growing emphasis on hydrogen applications in sectors like transportation and industry contribute to North America's expanding footprint in the hydrogen hub market.

Region with highest CAGR:

The Asia-Pacific region has experienced substantial growth in the market, driven by a surge in demand for clean energy solutions. Governments in countries such as Japan, South Korea, and Australia have implemented ambitious hydrogen strategies, fostering the development of hydrogen production, storage, and distribution infrastructure. The region's focus on decarbonization, coupled with substantial investments in research and development, has propelled the hydrogen economy. In addition, collaborative efforts between industry players are accelerating the establishment of hydrogen hubs.

Key players in the market

Some of the key players in Hydrogen Hubs market include Air Liquide SA, Airbus SE, Bloom Energy GROUP, Calvers Hydrogen SA, Chevron Corporation, Cummins, Hexagon Composites, Iwatani Corporation, Linde PLC, Nel Hydrogen, Saudi Arabian Oil Group (ARAMCO), Shell PLC and Sinopec CORP.

Key Developments:

In December 2023, Hexagon Purus launches convertible bond private placement of up to approximately NOK 1,000 million, with pre-commitments of NOK 850 million from strategic investors Mitsui, Hy24 and Hexagon Composites. Proceeds will support Hexagon Purus's growth strategy including its ongoing global capacity expansion program for hydrogen infrastructure and mobility and battery systems and vehicle integration solutions.

In October 2023, The US-based petroleum refineries company Chevron Corp announced that it has entered into an agreement to acquire Hess Corp, a smaller rival oil firm, for $53 billion in an all-stock deal. The acquisition will expand Chevron's scale of operations in South America's Guyana, which is emerging as one of the world's fastest growing oil basins.

Technologies Covered:

• Steam Methane Reforming (SMR)
• Electrolysis
• Other Technologies

Distribution Networks Covered:

• Hydrogen Pipelines
• Hydrogen Filling Stations
• Other Distribution Networks

Applications Covered:

• Liquid Hydrogen
• Hydrogen Fuel Cells
• Other Applications

End Users Covered:

• Transportation
• Industries
• Power Generation
• Automotive
• Other End Users

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 End User Analysis
• 3.9 Emerging Markets
• 3.10 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 Hydrogen Hubs Market, By Technology

• 5.1 Introduction
• 5.2 Steam Methane Reforming (SMR)
• 5.3 Electrolysis
• 5.4 Other Technologies

6 Global Hydrogen Hubs Market, By Distribution Network

• 6.1 Introduction
• 6.2 Hydrogen Pipelines
• 6.3 Hydrogen Filling Stations
• 6.4 Other Distribution Networks

7 Global Hydrogen Hubs Market, By Application

• 7.1 Introduction
• 7.2 Liquid Hydrogen
• 7.3 Hydrogen Fuel Cells
• 7.4 Other Applications

8 Global Hydrogen Hubs Market, By End User

• 8.1 Introduction
• 8.2 Transportation
• 8.3 Industries
• 8.4 Power Generation
• 8.5 Automotive
• 8.6 Other End Users

9 Global Hydrogen Hubs Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 Air Liquide SA
• 11.2 Airbus SE
• 11.3 Bloom Energy GROUP
• 11.4 Calvers Hydrogen SA
• 11.5 Chevron Corporation
• 11.6 Cummins
• 11.7 Hexagon Composites
• 11.8 Iwatani Corporation
• 11.9 Linde PLC
• 11.10 Nel Hydrogen
• 11.11 Saudi Arabian Oil Group (ARAMCO)
• 11.12 Shell PLC
• 11.13 Sinopec CORP.