水素およびアンモニアの調査レビュー：2024年

世界のグリーン水素の市場規模は、2023年の44億米ドルから、予測期間中は48.7%のCAGRで推移し、2029年には381億米ドルに達すると予測されています。

世界の水素燃料電池の市場規模は、2023年の45億米ドルから、予測期間中は16.5%のCAGRで推移し、2029年には110億米ドルに達すると予測されています。

世界の水素貯蔵の市場規模は、2023年の53億米ドルから、予測期間中は7.6%のCAGRで推移し、2028年には77億米ドルに達すると予測されています。

鉄鋼の約20％を使用している輸送業界において、グリーン水素を用いて製造されるグリーンスチールは、鉄鋼製造業者にとって有望な成長機会を提供しています。同様に、他の産業分野もこの動向に注目し、持続可能な生産能力への投資と拡大を進めています。グリーン水素は、温室効果ガス排出の削減や気候変動への対応といった世界的な取り組みに合致しており、エネルギーの多様化や自国内での生産機会を通じてエネルギー安全保障の促進にも寄与します。再生可能エネルギーから製造できることも、その強みの一つです。

グリーン水素の将来は、主に再生可能エネルギーの供給力と電解装置の性能にかかっています。そのため、グリーン水素の広範な普及には、再生可能エネルギーコストの大幅な削減と、大規模な電解装置の設置が必要不可欠です。 中国は、電解装置および燃料電池技術の開発において先行しており、一方で、中東・アフリカおよび中南米諸国は再生可能エネルギー発電の大きな潜在力を有しています。したがって、これらの国々の間で協調的な連携を図ることが重要とされています。

当調査レビューは、BCC Researchが2024年に発行したグリーン水素、水素燃料電池、水素貯蔵、PEM電解槽、ブルーアンモニアに関するレポートのハイライトと抜粋を含み、それぞれの市場概要、市場影響因子および市場機会の分析、法規制環境、新興技術および技術開発の動向、市場規模の推移・予測、各種区分・地域別の詳細分析などをまとめています。

目次

第1章 序文

第2章 グリーン水素：世界市場 (ENV060B)

• グリーン水素：世界市場
• 市場見通し
• 調査範囲
• 市場サマリー
• グリーン水素市場：概要
• 水素経済
• バリューチェーン分析：グリーン水素
• 概要
• 生産
• 貯蔵
• 輸送
• コスト分析
• ポーターのファイブフォース分析
• SWOT分析
• グリーン水素：市場力学
• 市場促進要因
• 市場抑制要因
• 主な課題
• 市場機会
• グリーン水素市場の内訳：技術別
• 概要
• アルカリ電気分解
• PEM電気分解
• グリーン水素市場の内訳：地域別
• 概要
• 欧州
• アジア太平洋
• 北米
• その他の地域
• グリーン水素の新興技術と開発
• グリーン水素産業におけるスタートアップ企業の増加
• 電解槽における分子触媒の利用
• 偏光曲線
• 高温電解装置 (HTE)
• ハイブリッド水電解装置 (HWE)
• 電解装置付きCPV太陽光集光技術

第3章 水素燃料電池：世界市場 (EGY186B)

• 水素燃料電池の世界市場
• 市場見通し
• 調査範囲
• 市場サマリー
• 水素燃料電池：市場概要
• ポーターのファイブフォース分析
• バリューチェーン分析
• SWOT分析
• 気候変動政策と規制
• 京都議定書
• カーボンプライシング
• パリ協定
• 欧州グリーンディール
• Hydrogen Fuel Cell Technologies Office
• 気候目標政策
• 水素燃料電池：市場力学
• 主要な市場促進要因
• 市場抑制因子
• 主な課題
• 市場機会
• 水素燃料電池の新興技術と開発
• 自動車メーカーと燃料電池メーカーの連携が増加
• 白金系電気触媒
• 低プラチナ燃料電池
• 非貴金属触媒
• 燃料電池における白金代替としての硝酸コバルト
• IEドライブ
• 燃料電池：ディーゼル発電機の代替
• 水素燃料電池市場の内訳：技術別
• 概要
• 固体高分子型燃料電池
• 固体酸化物燃料電池
• リン酸燃料電池
• その他
• 水素燃料電池市場の内訳：地域別
• 概要
• アジア太平洋
• 北米
• 欧州
• その他の地域

第4章 水素貯蔵：材料、技術、世界市場 (EGY146C)

• 水素貯蔵：材料、技術、世界市場
• 調査範囲
• 市場見通し
• 市場サマリー
• 水素貯蔵の市場概要
• ポーターのファイブフォース分析
• サプライチェーン分析
• SWOT分析
• 水素貯蔵に関する気候政策と規制
• EU-2021/535：LHSSおよびCHSS貯蔵システム
• ISO 19881：2018
• ISO 12619-1：2014
• EC 79/2009
• 水素貯蔵：市場力学
• 市場推進因子
• 主な課題
• 市場機会
• 市場抑制因子
• 水素貯蔵の新興技術と開発
• 貯蔵タンクにおけるナノテクノロジーの活用
• フレキシブル水素コンテナ
• 水素を燃料とする高分子電解質膜燃料電池
• 宇宙探査のための超低温貯蔵システム
• 水素クラスレート
• 水素貯蔵のための重曹溶液
• 水素貯蔵の市場内訳：エンドユーザー産業別
• 化学薬品
• 石油精製
• 金属加工
• 輸送
• その他の産業
• 水素貯蔵の市場内訳：地域別
• アジア太平洋
• 北米
• 欧州
• 中東・アフリカ
• 南米
• 水素貯蔵産業における持続可能性：ESGの観点
• 水素貯蔵業界におけるESG実践
• ESGの未来：新たな動向と機会
• BCCによる総論

第5章 PEM電解装置の世界市場 (FCB059B)

• PEM電解装置の世界市場
• 市場見通し
• 調査範囲
• 市場サマリー
• PEM電解槽の市場概要
• 水素製造方法
• 水素の種類
• ポーターのファイブフォース分析
• バリューチェーン分析
• 市場力学
• 市場推進因子
• 市場抑制因子
• 市場動向
• 市場機会
• PEM電解槽の最新技術と開発
• 概要
• 高度な膜技術
• 一体型電解槽設計
• 高効率電解触媒
• 先進的な製造方法
• PEM電解槽市場の内訳：容量別
• 概要
• 500kW未満
• 500kW～2MW
• 2MW超
• PEM電解槽市場の内訳：地域別
• 北米
• 欧州
• アジア太平洋
• その他の地域
• PEM電解槽の世界市場における持続可能性：ESGの観点
• 概要
• 環境への影響/パフォーマンス
• 社会的影響/パフォーマンス
• ガバナンスの影響/パフォーマンス
• BCCによる総論

第6章 市場展望：世界のブルーアンモニア市場 (ENV068A)

• 市場展望：世界のブルーアンモニア市場
• 市場見通し
• 調査範囲
• 市場サマリー
• 市場概要
• 市場力学
• 主要市場動向
• 市場推進因子
• 市場機会
• 市場の課題
• ブルーアンモニア市場の内訳：用途別
• ブルーアンモニア市場の内訳：地域別
• アジア太平洋
• 北米
• 欧州
• 南米
• 中東・アフリカ
• ブルーアンモニア産業における持続可能性：ESGの観点
• ブルーアンモニア業界におけるESG課題
• ブルーアンモニア業界のESGパフォーマンス分析
• 企業によるESGの実践
• ESGリスクと機会
• ケーススタディ
• BCCからの総論

第7章 付録

List of Tables

• Table 1 : Global Market for Green Hydrogen, by Region, Through 2029
• Table 2 : Hydrogen Cost Analysis Based on Raw-Material, 2023
• Table 3 : LCOH Calculation with PEM Electrolyzer, 2023
• Table 4 : LCOH Calculation with Alkaline Electrolyzer, 2023
• Table 5 : Technical Specifications of Electrolyzer Technologies
• Table 6 : Global Market for Green Hydrogen, by Technology, Through 2029
• Table 7 : Global Market Volume of Green Hydrogen, by Technology, Through 2029
• Table 8 : Global Market for Green Hydrogen for Alkaline Electrolysis, by Region, Through 2029
• Table 9 : Global Market Volume of Green Hydrogen for Alkaline Electrolysis, by Region, Through 2029
• Table 10 : Global Market for Green Hydrogen for PEM Electrolysis, by Region, Through 2029
• Table 11 : Global Market Volume of Green Hydrogen for PEM Electrolysis, by Region, Through 2029
• Table 12 : Global Market for Green Hydrogen, by Region, Through 2029
• Table 13 : Global Market Volume of Green Hydrogen, by Region, Through 2029
• Table 14 : Strategic Developments in Europe, by Green Hydrogen Industry Stakeholders, 2023 and 2024
• Table 15 : European Market for Green Hydrogen, by Technology, Through 2029
• Table 16 : European Market Volume of Green Hydrogen, by Technology, Through 2029
• Table 17 : European Market for Green Hydrogen, by Power Source, Through 2029
• Table 18 : European Market Volume of Green Hydrogen, by Power Source, Through 2029
• Table 19 : European Market for Green Hydrogen, by End-Use Industry, Through 2029
• Table 20 : European Market Volume of Green Hydrogen, by End-Use Industry, Through 2029
• Table 21 : European Market for Green Hydrogen, by Country, Through 2029
• Table 22 : European Market Volume of Green Hydrogen, by Country, Through 2029
• Table 23 : List of Key OEMs in the European Region
• Table 24 : Japan's Hydrogen Targets, 2023, 2030, 2050
• Table 25 : Strategic Developments in APAC, by Green Hydrogen Industry Stakeholders, 2022-2024
• Table 26 : APAC Market for Green Hydrogen, by Technology, Through 2029
• Table 27 : APAC Market Volume of Green Hydrogen, by Technology, Through 2029
• Table 28 : APAC Market for Green Hydrogen, by Power Source, Through 2029
• Table 29 : APAC Market Volume of Green Hydrogen, by Power Source, Through 2029
• Table 30 : APAC Market for Green Hydrogen, by End-Use Industry, Through 2029
• Table 31 : APAC Market Volume of Green Hydrogen, by End-Use Industry, Through 2029
• Table 32 : APAC Market for Green Hydrogen, by Country, Through 2029
• Table 33 : APAC Market Volume of Green Hydrogen, by Country, Through 2029
• Table 34 : List of Key OEMs in the Asia-Pacific Region
• Table 35 : Strategic Developments in North America, by Green Hydrogen Industry Stakeholders, 2023 and 2024
• Table 36 : North American Market for Green Hydrogen, by Technology, Through 2029
• Table 37 : North American Market Volume of Green Hydrogen, by Technology, Through 2029
• Table 38 : North American Market for Green Hydrogen, by Power Source, Through 2029
• Table 39 : North American Market Volume of Green Hydrogen, by Power Source, Through 2029
• Table 40 : North American Market for Green Hydrogen, by End-Use Industry, Through 2029
• Table 41 : North American Market Volume of Green Hydrogen, by End-Use Industry, Through 2029
• Table 42 : North American Market for Green Hydrogen, by Country, Through 2029
• Table 43 : North American Market Volume of Green Hydrogen, by Country, Through 2029
• Table 44 : List of Key OEMs in the North American Region
• Table 45 : Strategic Developments in Rest of the World, by Green Hydrogen Industry Stakeholders, 2022-2024
• Table 46 : RoW Market for Green Hydrogen, by Technology, Through 2029
• Table 47 : RoW Market Volume of Green Hydrogen, by Technology, Through 2029
• Table 48 : RoW Market for Green Hydrogen, by Power Source, Through 2029
• Table 49 : RoW Market Volume of Green Hydrogen, by Power Source, Through 2029
• Table 50 : RoW Market for Green Hydrogen, by End-Use Industry, Through 2029
• Table 51 : RoW Market Volume of Green Hydrogen, by End-Use Industry, Through 2029
• Table 52 : RoW Market for Green Hydrogen, by Country, Through 2029
• Table 53 : RoW Market Volume of Green Hydrogen, by Country, Through 2029
• Table 54 : List of Key OEMs in the South American Region
• Table 55 : Global Market for Hydrogen Fuel Cells, by Region, Through 2029
• Table 56 : Fuel Cell Characteristics
• Table 57 : Global Market for Hydrogen Fuel Cells, Through 2028,
• Table 58 : Carbon Taxes, by Region, 2023
• Table 59 : Cost Comparison Between FCEV, IC Engine, and Hybrid Vehicles
• Table 60 : Collaborations Among Automotive and Fuel Cell Companies, September 2017-September 2024
• Table 61 : Specifications of Platinum Cobalt Fuel Cell Catalyst
• Table 62 : Comparison of Different Fuel Cell Technologies
• Table 63 : Global Market for Hydrogen Fuel Cells, by Technology, Through 2029
• Table 64 : Global Market for PEMFCs, by Region, Through 2029
• Table 65 : Global Market for SOFCs, by Region, Through 2029
• Table 66 : PAFC Specifications
• Table 67 : Global Market for PAFCs, by Region, Through 2029
• Table 68 : Global Market for Other Fuel Cell Technologies*, by Region, Through 2029
• Table 69 : Global Market for Hydrogen Fuel Cells, by Region, Through 2029
• Table 70 : Japan Hydrogen Targets, 2023, 2030, 2050
• Table 71 : South Korea Hydrogen Economy Roadmap Targets, 2022 and 2040
• Table 72 : Asia-Pacific Market for Hydrogen Fuel Cells, by Product Type, Through 2029
• Table 73 : Asia-Pacific Market for Hydrogen Fuel Cells, by Technology, Through 2029
• Table 74 : Asia-Pacific Market for Hydrogen Fuel Cells, by Application, Through 2029
• Table 75 : Asia-Pacific Market for Hydrogen Fuel Cells, by Country, Through 2029
• Table 76 : North American Market for Hydrogen Fuel Cells, by Product Type, Through 2029
• Table 77 : North American Market for Hydrogen Fuel Cells, by Technology, Through 2029
• Table 78 : North American Market for Hydrogen Fuel Cells, by Application, Through 2029
• Table 79 : North American Market for Hydrogen Fuel Cells, by Country, Through 2029
• Table 80 : European Market for Hydrogen Fuel Cells, by Product Type, Through 2029
• Table 81 : European Market for Hydrogen Fuel Cells, by Technology, Through 2029
• Table 82 : European Market for Hydrogen Fuel Cells, by Application, Through 2029
• Table 83 : European Market for Hydrogen Fuel Cells, by Country, Through 2029
• Table 84 : RoW Market for Hydrogen Fuel Cells, by Product Type, Through 2029
• Table 85 : RoW Market for Hydrogen Fuel Cells, by Technology, Through 2029
• Table 86 : RoW Market for Hydrogen Fuel Cells, by Application, Through 2029
• Table 87 : RoW Market for Hydrogen Fuel Cells, by Country, Through 2029
• Table 88 : Global Market for Hydrogen Storage, by End-User, Through 2028
• Table 89 : Global Market for Hydrogen Storage, Through 2028
• Table 90 : Global Market for Hydrogen Storage, by Industry, Through 2028
• Table 91 : Global Market for Hydrogen Storage in the Chemicals Industry, by Region, Through 2028
• Table 92 : Global Market for Hydrogen Storage in Oil Refining, by Region, Through 2028
• Table 93 : Global Market for Hydrogen Storage in Metal Processing, by Region, Through 2028
• Table 94 : U.S. DOE Targets for Onboard Hydrogen Storage Systems for Light-Duty FCVs, 2020 and 2025
• Table 95 : Global Market for Hydrogen Storage in Transportation, by Region, Through 2028
• Table 96 : Global Market for Hydrogen Storage in Other Industries, by Region, Through 2028
• Table 97 : Global Market for Hydrogen Storage, by Region, Through 2028
• Table 98 : Asia-Pacific Market for Hydrogen Storage, by Country, Through 2028
• Table 99 : Asia-Pacific Market for Hydrogen Storage, by Industry, Through 2028
• Table 100 : Asia-Pacific Market for Hydrogen Storage, by Storage Type, Through 2028
• Table 101 : Companies Operating in the APAC Hydrogen Storage Market
• Table 102 : North American Market for Hydrogen Storage, by Country, Through 2028
• Table 103 : North American Market for Hydrogen Storage, by Industry, Through 2028
• Table 104 : North American Market for Hydrogen Storage, by Storage Type, Through 2028
• Table 105 : Companies Operating in the North American Hydrogen Storage Market
• Table 106 : European Market for Hydrogen Storage, by Country, Through 2028
• Table 107 : European Market for Hydrogen Storage, by Industry, Through 2028
• Table 108 : European Market for Hydrogen Storage, by Storage Type, Through 2028
• Table 109 : Companies Operating in the European Hydrogen Storage Market
• Table 110 : MEA Market for Hydrogen Storage, by Country, Through 2028
• Table 111 : MEA Market for Hydrogen Storage, by Industry, Through 2028
• Table 112 : MEA Market for Hydrogen Storage, by Storage Type, Through 2028
• Table 113 : Companies Operating in the MEA Market for Hydrogen Storage
• Table 114 : South American Market for Hydrogen Storage, by Country, Through 2028
• Table 115 : South American Market for Hydrogen Storage, by Industry, Through 2028
• Table 116 : South American Market for Hydrogen Storage, by Storage Type, Through 2028
• Table 117 : Companies Operating in the South American Market for Hydrogen Storage
• Table 118 : Status of ESG in Green Ammonia Market
• Table 119 : ESG Diversity Issues and Responses
• Table 120 : ESG Employee Safety and Labor Practices Issues and Responses
• Table 121 : ESG Resource Efficiency and Emissions Issues and Responses
• Table 122 : ESG Waste Reduction Issues and Responses
• Table 123 : ESG Carbon Emission Issues and Responses
• Table 124 : Global Market for Proton Exchange Membrane Electrolyzer, by Region, Through 2029
• Table 125 : Comparison Between PEM Electrolyzers and Alkaline Electrolyzers
• Table 126 : Global Market for Proton Exchange Membrane Electrolyzer, by Capacity, Through 2029
• Table 127 : Global Market for Proton Exchange Membrane Electrolyzer for Below 500 kW Capacity, by Region, Through 2029
• Table 128 : Global Market for Proton Exchange Membrane Electrolyzer for 500 kW to 2 MW Capacity, by Region, Through 2029
• Table 129 : Global Market for Proton Exchange Membrane Electrolyzer for Above 2 MW Capacity, by Region, Through 2029
• Table 130 : Global Market for Proton Exchange Membrane Electrolyzer, by Region, Through 2029
• Table 131 : North American Market for Proton Exchange Membrane Electrolyzer, by Country, Through 2029
• Table 132 : North American Market for Proton Exchange Membrane Electrolyzer, by Component, Through 2029
• Table 133 : North American Market for Proton Exchange Membrane Electrolyzer, by Capacity, Through 2029
• Table 134 : North American Market for Proton Exchange Membrane Electrolyzer, by Application, Through 2029
• Table 135 : European Operational Electrolyzer Manufacturing Capacity, October 2023
• Table 136 : European Market for Proton Exchange Membrane Electrolyzer, by Country, Through 2029
• Table 137 : European Market for Proton Exchange Membrane Electrolyzer, by Component, Through 2029
• Table 138 : European Market for Proton Exchange Membrane Electrolyzer, by Capacity, Through 2029
• Table 139 : European Market for Proton Exchange Membrane Electrolyzer, by Application, Through 2029
• Table 140 : Asia-Pacific Market for Proton Exchange Membrane Electrolyzer, by Country, Through 2029
• Table 141 : Asia-Pacific Market for Proton Exchange Membrane Electrolyzer, by Component, Through 2029
• Table 142 : Asia-Pacific Market for Proton Exchange Membrane Electrolyzer, by Capacity, Through 2029
• Table 143 : Asia-Pacific Market for Proton Exchange Membrane Electrolyzer, by Application, Through 2029
• Table 144 : Rest of World Market for Proton Exchange Membrane Electrolyzer, by Sub-region, Through 2029
• Table 145 : Rest of World Market for Proton Exchange Membrane Electrolyzer, by Component, Through 2029
• Table 146 : Rest of World Market for Proton Exchange Membrane Electrolyzer, by Capacity, Through 2029
• Table 147 : Rest of World Market for Proton Exchange Membrane Electrolyzer, by Application, Through 2029
• Table 148 : ESG Ratings of PEM Electrolyzer Manufacturers
• Table 149 : Global Market Volumes of Blue Ammonia, by Application, Through 2028
• Table 150 : Planned Facilities for Large-Scale Ammonia Decomposition
• Table 151 : List of Selected Consortia for Ammonia Demonstrations in the Maritime Sector
• Table 152 : Global Market Volumes of Blue Ammonia, by Application, Through 2028
• Table 153 : Global Market Volumes of Blue Ammonia, Through 2028
• Table 154 : Global Market for Blue Ammonia, Through 2028
• Table 155 : Blue Ammonia Projects in the Middle East & Africa
• Table 156 : Global Market Volumes of Blue Ammonia, by Region, Through 2028
• Table 157 : Environment Performance of Blue Ammonia Companies
• Table 158 : Social Performance of Blue Ammonia Companies
• Table 159 : Governance Performance of Blue Ammonia Companies

List of Figures

• Figure 1 : Global Market for Green Hydrogen, by Region, 2023-2029
• Figure 2 : Global Market Volume Share of Hydrogen Demand, by Country/Region, 2023
• Figure 3 : Planned Regional Investments in Hydrogen Economy, by 2023
• Figure 4 : Energy-Related CO2 Emissions, 2019-2023
• Figure 5 : Annual Average CO₂ Emissions Per Capita, by Select Country/Region, 2021-2023
• Figure 6 : Value Chain Analysis of Green Hydrogen Market
• Figure 7 : Porter's Five Forces Analysis of Green Hydrogen Market
• Figure 8 : SWOT Analysis - Green Hydrogen Market
• Figure 9 : Electricity Required to Generate 1KG of Hydrogen
• Figure 10 : Global Electrolyzer Market Volume, by Installed Capacity, 2018-2023
• Figure 11 : Announced Electrolyzer Capacity Addition, by Select Country/Region, 2023, 2024 and 2030
• Figure 12 : Global Market Share of Green Hydrogen, by Technology, 2023
• Figure 13 : Global Market Volume Share of Green Hydrogen, by Technology, 2023
• Figure 14 : Global Market Share of Green Hydrogen for Alkaline Electrolysis, by Region, 2023
• Figure 15 : Global Market Volume Share of Green Hydrogen for Alkaline Electrolysis, by Region, 2023
• Figure 16 : Global Market Share of Green Hydrogen for PEM Electrolysis, by Region, 2023
• Figure 17 : Global Market Volume Share of Green Hydrogen for PEM Electrolysis, by Region, 2023
• Figure 18 : Global Market Share of Green Hydrogen, by Region, 2023
• Figure 19 : Global Market Volume Share of Green Hydrogen, by Region, 2023
• Figure 20 : European Market Share for Green Hydrogen, by Technology, 2023
• Figure 21 : European Market Volume Share of Green Hydrogen, by Technology, 2023
• Figure 22 : European Market Share of Green Hydrogen, by Power Source, 2023
• Figure 23 : European Market Volume Share of Green Hydrogen, by Power Source, 2023
• Figure 24 : European Market Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 25 : European Market Volume Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 26 : European Market Share of Green Hydrogen, by Country, 2023
• Figure 27 : European Market Volume Share of Green Hydrogen, by Country, 2023
• Figure 28 : APAC Market Share for Green Hydrogen, by Technology, 2023
• Figure 29 : APAC Market Volume Share of Green Hydrogen, by Technology, 2023
• Figure 30 : APAC Market Share of Green Hydrogen, by Power Source, 2023
• Figure 31 : APAC Market Volume Share of Green Hydrogen, by Power Source, 2023
• Figure 32 : APAC Market Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 33 : APAC Market Volume Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 34 : APAC Market Share of Green Hydrogen, by Country, 2023
• Figure 35 : APAC Market Volume Share of Green Hydrogen, by Country, 2023
• Figure 36 : North American Market Share of Green Hydrogen, by Technology, 2023
• Figure 37 : North American Market Volume Share of Green Hydrogen, by Technology, 2023
• Figure 38 : North American Market Share of Green Hydrogen, by Power Source, 2023
• Figure 39 : North American Market Volume Share of Green Hydrogen, by Power Source, 2023
• Figure 40 : North American Market Shares of Green Hydrogen, by End-Use Industry, 2023
• Figure 41 : North American Market Volume Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 42 : North American Market Share of Green Hydrogen, by Country, 2023
• Figure 43 : North American Market Volume Share of Green Hydrogen, by Country, 2023
• Figure 44 : RoW Market Share of Green Hydrogen, by Technology, 2023
• Figure 45 : RoW Market Volume Share of Green Hydrogen, by Technology, 2023
• Figure 46 : RoW Market Share of Green Hydrogen, by Power Source, 2023
• Figure 47 : RoW Market Volume Share of Green Hydrogen, by Power Source, 2023
• Figure 48 : RoW Market Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 49 : RoW Market Volume Share of Green Hydrogen, by End-Use Industry, 2023
• Figure 50 : RoW Market Share of Green Hydrogen, by Country, 2023
• Figure 51 : RoW Market Volume Share of Green Hydrogen, by Country, 2023
• Figure 52 : SOEC and SOFC Mechanism - Schematic Representation
• Figure 53 : Global Market for Hydrogen Fuel Cells, by Region, 2023-2029
• Figure 54 : Share of Global Hydrogen Demand, by Country/Region, 2022
• Figure 55 : Planned Regional Investments in Hydrogen Economy, by 2023
• Figure 56 : Increase in Global Research, Development and Demonstration Budgets for Energy Technology, 2022 and 2023
• Figure 57 : Global Research, Development and Demonstration Budgets for Public Energy, by Region, 2022 and 2023
• Figure 58 : Porter's Five Forces Analysis of Hydrogen Fuel Cell Market
• Figure 59 : Value Chain Analysis of Hydrogen Fuel Cell Market
• Figure 60 : SWOT Analysis: Hydrogen Fuel Cell Market
• Figure 61 : Measures per Category Found in NDCs of 60 Developing Countries, 2023
• Figure 62 : Energy-Related Carbon Dioxide Emissions, 2019-2023
• Figure 63 : Annual Carbon Dioxide Emissions Per Capita, by Region, 2021-2023
• Figure 64 : Share of Global Market for Hydrogen Fuel Cells, by Technology, 2023
• Figure 65 : Share of Global Market for PEMFCs, by Region, 2023
• Figure 66 : SOFC Advantages
• Figure 67 : SOFC Disadvantages
• Figure 68 : Share of Global Market for SOFCs, by Region, 2023
• Figure 69 : Share of Global Market for PAFCs, by Region, 2023
• Figure 70 : Share of Global Market for Other Fuel Cell Technologies, by Region, 2023
• Figure 71 : Share of Global Market for Hydrogen Fuel Cells, by Region, 2023
• Figure 72 : China's FCEV Sales, by Vehicle Type, 2022-2023
• Figure 73 : Asia-Pacific Market Shares for Hydrogen Fuel Cells, by Product Type, 2023
• Figure 74 : Asia-Pacific Market Shares for Hydrogen Fuel Cells, by Technology, 2023
• Figure 75 : Asia-Pacific Market Shares for Hydrogen Fuel Cells, by Application, 2023
• Figure 76 : Asia-Pacific Market Shares for Hydrogen Fuel Cells, by Country, 2023
• Figure 77 : North American Market Shares for Hydrogen Fuel Cells, by Product Type, 2023
• Figure 78 : North American Market Shares for Hydrogen Fuel Cells, by Technology, 2023
• Figure 79 : North American Market Shares for Hydrogen Fuel Cells, by Application, 2023
• Figure 80 : North American Market Shares for Hydrogen Fuel Cells, by Country, 2023
• Figure 81 : European Market Shares for Hydrogen Fuel Cells, by Product Type, 2023
• Figure 82 : European Market Shares for Hydrogen Fuel Cells, by Technology, 2023
• Figure 83 : European Market Shares for Hydrogen Fuel Cells, by Application, 2023
• Figure 84 : European Market Shares for Hydrogen Fuel Cells, by Country, 2023
• Figure 85 : RoW Market Shares for Hydrogen Fuel Cells, by Product Type, 2023
• Figure 86 : RoW Market Shares for Hydrogen Fuel Cells, by Technology, 2023
• Figure 87 : RoW Market Shares for Hydrogen Fuel Cells, by Application, 2023
• Figure 88 : RoW Market Shares for Hydrogen Fuel Cells, by Country, 2023
• Figure 89 : Global Market for Hydrogen Storage, by End-User, 2022-2028
• Figure 90 : Share of Global Hydrogen Demand, by Region/Country, 2022
• Figure 91 : Porter's Five Forces Analysis of Global Hydrogen Storage Market
• Figure 92 : Supply Chain for Hydrogen Storage Materials and Technologies
• Figure 93 : SWOT Analysis of Hydrogen Storage Market
• Figure 94 : Manufacturing Cost Breakdown for Type IV Hydrogen Storage Tanks, 2022
• Figure 95 : Share of Global Market for Hydrogen Storage, by Industry, 2022
• Figure 96 : Share of Global Market for Hydrogen Storage in the Chemicals Industry, by Region, 2022
• Figure 97 : Share of Global Market for Hydrogen Storage in Oil Refining, by Region, 2022
• Figure 98 : Share of Global Market for Hydrogen Storage in Metal Processing, by Region, 2022
• Figure 99 : Share of Global Market for Hydrogen Storage in Transportation, by Region, 2022
• Figure 100 : Share of Global Market for Hydrogen Storage in Other Industries, by Region, 2022
• Figure 101 : Share of Global Market for Hydrogen Storage, by Region, 2022
• Figure 102 : Share of Asia-Pacific Market for Hydrogen Storage, by Country, 2022
• Figure 103 : Share of Asia-Pacific Market for Hydrogen Storage, by Industry, 2022
• Figure 104 : Share of Asia-Pacific Market for Hydrogen Storage, by Storage Type, 2022
• Figure 105 : Share of North American Market for Hydrogen Storage, by Country, 2022
• Figure 106 : Share of North American Market for Hydrogen Storage, by Industry, 2022
• Figure 107 : Share of North American Market for Hydrogen Storage, by Storage Type, 2022
• Figure 108 : Share of European Market for Hydrogen Storage, by Country, 2022
• Figure 109 : Share of European Market for Hydrogen Storage, by Industry, 2022
• Figure 110 : Share of European Market for Hydrogen Storage, by Storage Type, 2022
• Figure 111 : Share of MEA Market for Hydrogen Storage, by Country, 2022
• Figure 112 : Share of MEA Market for Hydrogen Storage, by Industry, 2022
• Figure 113 : Share of MEA Market for Hydrogen Storage, by Storage Type, 2022
• Figure 114 : Share of South American Market for Hydrogen Storage, by Country, 2022
• Figure 115 : Share of South American Market for Hydrogen Storage, by Industry, 2022
• Figure 116 : Share of South American Market for Hydrogen Storage, by Storage Type, 2022
• Figure 117 : Global Market Shares of Proton Exchange Membrane Electrolyzer, by Region, 2023
• Figure 118 : Key Hydrogen Production Methods
• Figure 119 : Types of Hydrogen
• Figure 120 : Porter's Five Forces Analysis: Global Proton Exchange Membrane Electrolyzer Market
• Figure 121 : Value Chain Analysis of Global Proton Exchange Membrane Electrolyzer Market
• Figure 122 : Global Platinum Price Trends, 2022-2024
• Figure 123 : Global Market Shares of Proton Exchange Membrane Electrolyzer, by Capacity, 2023
• Figure 124 : Global Market Shares of Proton Exchange Membrane Electrolyzer for Below 500 kW Capacity, by Region, 2023
• Figure 125 : Global Market Shares of Proton Exchange Membrane Electrolyzer for 500 kW to 2 MW Capacity, by Region, 2023
• Figure 126 : Global Market Shares of Proton Exchange Membrane Electrolyzer for Above 2 MW Capacity, by Region, 2023
• Figure 127 : Global Market Shares of Proton Exchange Membrane Electrolyzer, by Region, 2023
• Figure 128 : North American Market Shares of Proton Exchange Membrane Electrolyzer, by Country, 2023
• Figure 129 : North American Market Shares of Proton Exchange Membrane Electrolyzer, by Component, 2023
• Figure 130 : North American Market Shares of Proton Exchange Membrane Electrolyzer, by Capacity, 2023
• Figure 131 : North American Market Shares of Proton Exchange Membrane Electrolyzer, by Application, 2023
• Figure 132 : European Market Shares of Proton Exchange Membrane Electrolyzer, by Country, 2023
• Figure 133 : European Market Shares of Proton Exchange Membrane Electrolyzer, by Component, 2023
• Figure 134 : European Market Shares of Proton Exchange Membrane Electrolyzer, by Capacity, 2023
• Figure 135 : European Market Shares of Proton Exchange Membrane Electrolyzer, by Application, 2023
• Figure 136 : Asia-Pacific Market Shares of Proton Exchange Membrane Electrolyzer, by Country, 2023
• Figure 137 : Asia-Pacific Market Shares of Proton Exchange Membrane Electrolyzer, by Component, 2023
• Figure 138 : Asia-Pacific Market Shares of Proton Exchange Membrane Electrolyzer, by Capacity, 2023
• Figure 139 : Asia-Pacific Market Shares of Proton Exchange Membrane Electrolyzer, by Application, 2023
• Figure 140 : Rest of World Market Shares of Proton Exchange Membrane Electrolyzer, by Sub-region, 2023
• Figure 141 : Rest of World Market Shares of Proton Exchange Membrane Electrolyzer, by Component, 2023
• Figure 142 : Rest of World Market Shares of Proton Exchange Membrane Electrolyzer, by Capacity, 2023
• Figure 143 : Rest of World Market Shares of Proton Exchange Membrane Electrolyzer, by Application, 2023
• Figure 144 : Global Market Volumes of Blue Ammonia, by Application, 2022-2028
• Figure 145 : Blue Ammonia Production Process
• Figure 146 : Global Market Volumes of Blue Ammonia, by Application, 2022-2028
• Figure 147 : Global Market Volumes of Blue Ammonia, by Application, 2022-2028
• Figure 148 : Global Market Volumes of Blue Ammonia, 2022-2028
• Figure 149 : Global Market for Blue Ammonia, 2022-2028
• Figure 150 : Global Market Volumes of Blue Ammonia, by Region, 2022-2028
• Figure 151 : ESG Issues in the Blue Ammonia Industry
• Figure 152 : Opportunities and Challenges in Implementing ESG in the Market for Blue Ammonia

The global market for green hydrogen is estimated to increase from $4.4 billion in 2023 to reach $38.1 billion by 2029, at a compound annual growth rate (CAGR) of 48.7% from 2024 through 2029.

The global market for hydrogen fuel cells is estimated to increase from $4.5 billion in 2023 to reach $11.0 billion by 2029, at a CAGR of 16.5% from 2024 through 2029.

The global market for hydrogen storage is estimated to increase from $5.3 billion in 2023 to reach $7.7 billion by 2028, at a CAGR of 7.6% from 2023 through 2028.

Research Review Scope

Hydrogen and ammonia are the future of the clean energy era and a game-changer that can revolutionize every industry, from transportation to steel. Using hydrogen fuel cell-powered vehicles is like imagining vehicles emitting water and heat instead of harmful emissions. Green hydrogen is produced using solar and wind power, producing a fuel that is incredibly powerful and sustainable. It is the key to a future where we can enjoy clean air. In the era of a strong urge to move towards energy transition and to address climate change, these commodities and the revolutionary advancements in associated technologies have emerged as critical elements in the global pursuit of achieving the goal of decarbonization. These are among the most versatile energy carriers and, thus, hold significant potential to revolutionize hard-to-abate industries. These commodities not only provide a way for a cleaner, more secure energy future but also offer opportunities to industry players to expand in new industrial applications.

The transportation industry that uses around 20% of steel; green steel (produced with green hydrogen) presents lucrative growth avenues for steel manufacturers. Similarly, it is attracting other industries to invest and expand their sustainable production capabilities. Green hydrogen aligns with global efforts to reduce GHG emissions and reduce climate change. It also encourages energy security by offering solutions for energy diversification and domestic production opportunities, as it can be produced with renewable energy sources.

The future of green hydrogen mainly depends on renewable energy and electrolyzer capabilities. Hence, for the widespread use of green hydrogen, significant cost reductions in renewable energy sources and large-capacity installations of electrolyzers are required. China is leading in developing electrolyzer and fuel cell technology, whereas MEA and Latin American countries have huge potential for renewable energy generation. Therefore, synergies among the countries are required.

Research Reviews from BCC Research provide market professionals with concise market coverage within a specific research category. This 2024 Research Review of hydrogen and ammonia provides a sampling of the type of quantitative market information, analysis, and guidance that BCC Research has been developing since its inception in 1971 to help its customers make informed business decisions. This Research Review includes highlights and excerpts from the following reports published by BCC Research in 2024:

• ENV060B Green Hydrogen: Global Markets
• EGY186B Hydrogen Fuel Cell: Global Markets
• EGY146C Hydrogen Storage: Materials, Technologies and Global Markets
• FCB059B Global Market for PEM Electrolyzer
• ENV068A Global Blue Ammonia Market

After you survey the excerpts in this Research Review, we encourage you to follow up on these topics by checking out the full market research reports associated with each topic. BCC Research looks forward to serving your market intelligence needs in the future.

Table of Contents

Chapter 1 Foreword

• Research Review Scope

Chapter 2 Green Hydrogen: Global Markets (ENV060B)

• Green Hydrogen: Global Markets
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of Green Hydrogen
• Hydrogen Economy
• Value Chain Analysis: Green Hydrogen
• Overview
• Production
• Storage
• Transportation
• Cost Analysis
• Porter's Five Forces Analysis
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential of New Entrants
• Threat of Substitutes
• Competition in the Industry
• SWOT Analysis
• Market Dynamics of Green Hydrogen
• Key Market Driver
• Market Restraint
• Key Challenge
• Market Opportunity
• Market Breakdown of Green Hydrogen, by Technology
• Overview
• Alkaline Electrolysis
• PEM Electrolysis
• Market Breakdown of Green Hydrogen, by Region
• Overview
• Europe
• Asia-Pacific (APAC)
• North America
• Rest of the World (RoW)
• Emerging Technologies and Developments of Green Hydrogen
• Introduction
• Increasing Number of Start-ups in Green Hydrogen Industry
• Use of Molecular Catalysts in Electrolyzers
• Polarization Curves
• High-Temperature Electrolyzers (HTEs)
• Hybrid Water Electrolyzers (HWE)
• CPV Solar Concentrator Technology with Electrolyzer

Chapter 3 Hydrogen Fuel Cell: Global Markets (EGY186B)

• Hydrogen Fuel Cell Global Markets
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of Hydrogen Fuel Cell
• Porter's Five Forces Analysis of Hydrogen Fuel Cell
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential of New Entrants
• Threat of Substitutes
• Competition in the Industry
• Value Chain Analysis of Hydrogen Fuel Cell
• Overview
• SWOT Analysis of Hydrogen Fuel Cell
• Climate Change Policies and Regulations
• Kyoto Protocol
• Carbon Pricing
• Paris Agreement
• European Green Deal
• Hydrogen Fuel Cell Technologies Office
• Climate Target Policies
• Market Dynamics of Hydrogen Fuel Cell
• Key Market Driver
• Market Restraint
• Key Challenge
• Market Opportunity
• Emerging Technologies and Developments of Hydrogen Fuel Cell
• Introduction
• Increasing Number of Collaborations Among Automotive and Fuel Cell Companies
• Platinum-Based Electrocatalyst
• Low-Platinum Fuel Cell
• Non-Precious Metal Catalyst
• Cobalt Nitrate as an Alternative to Platinum in Fuel Cells
• IE-Drive
• Fuel Cells: Diesel Genset Alternative
• Market Breakdown of Hydrogen Fuel Cell, by Technology
• Overview
• Polymer Electrolyte Membrane Fuel Cell
• Solid Oxide Fuel Cells
• Phosphoric Acid Fuel Cell
• Other Technologies
• Market Breakdown of Hydrogen Fuel Cell, by Region
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• Rest of the World

Chapter 4 Hydrogen Storage: Materials, Technologies and Global Markets (EGY146C)

• Hydrogen Storage: Materials, Technologies and Global Markets
• Introduction
• Scope of Report
• Market Outlook
• Market Summary
• Market Overview of Hydrogen Storage
• Porter's Five Forces Analysis of Hydrogen Storage
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants
• Threat of Substitutes
• Competition in the Industry
• Supply Chain Analysis of Hydrogen Storage
• Overview
• SWOT Analysis of Hydrogen Storage
• Climate Policies and Regulations of Hydrogen Storage
• EU-2021/535: LHSS and CHSS Storage Systems
• ISO 19881:2018
• ISO 12619-1:2014
• EC 79/2009
• Market Dynamics of Hydrogen Storage
• Market Driver
• Key Challenge
• Market Opportunity
• Market Restraint
• Emerging Technologies and Developments of Hydrogen Storage
• Overview
• Use of Nanotechnology in Storage Tanks
• Flexible Hydrogen Container
• Hydrogen-powered Polymer Electrolyte Membrane Fuel Cells
• Ultra-cold Storage Systems for Space Exploration
• Hydrogen Clathrates
• Baking Soda Solution for Hydrogen Storage
• Market Breakdown of Hydrogen Storage, by End-User Industry
• Overview
• Chemicals
• Oil Refining
• Metal Processing
• Transportation
• Other Industries
• Market Breakdown of Hydrogen Storage, by Geography
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• Middle East and Africa (MEA)
• South America
• Sustainability in the Hydrogen Storage Industry: An ESG Perspective
• Overview
• ESG Practices in the Hydrogen Storage Industry
• Future of ESG: Emerging Trends and Opportunities
• Concluding Remarks from BCC Research

Chapter 5 Global Market for PEM Electrolyzer (FCB059B)

• Global Market for PEM Electrolyzer
• Market Outlook
• Scope of Report
• Market Summary
• Market Overview of PEM Electrolyzer
• Hydrogen Production Methods
• Types of Hydrogen
• Porter's Five Forces Analysis of PEM Electrolyzer
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants to the Market
• Threat of Substitutes
• Competition in the Industry
• Value Chain Analysis of PEM Electrolyzer
• Raw Material Providers
• Processed Material Providers
• Sub-Component Providers
• End-Product Providers
• Market Dynamics of PEM Electrolyzer
• Market Driver
• Market Restraint
• Market Trend
• Market Opportunity
• Emerging Technologies and Developments of PEM Electrolyzer
• Overview
• Advanced Membrane Technologies
• Integrated Electrolyzer Design
• High-Efficiency Electrolysis Catalysts
• Advanced Manufacturing Methods
• Market Breakdown of PEM Electrolyzer, by Capacity
• Overview
• Below 500 kW
• 500 kW to 2 MW
• Above 2 MW
• Market Breakdown of PEM Electrolyzer, by Geography
• North America
• Europe
• Asia-Pacific (APAC)
• Rest of World (RoW)
• Sustainability in Global Market for PEM Electrolyzer: An ESG Perspective
• Overview
• Environmental Impact/Performance
• Social Impact/Performance
• Governance Impact/Performance
• Concluding Remarks from BCC Research

Chapter 6 Market Outlook: Global Blue Ammonia Market (ENV068A)

• Market Outlook: Global Blue Ammonia Market
• Introduction
• Market Outlook
• Scope of Report
• Market Summary
• Overview of Blue Ammonia Market
• Market Dynamics of Blue Ammonia Market
• Key Market Trend
• Market Driver
• Market Opportunity
• Market Challenge
• Market Breakdown of Blue Ammonia, by Application
• Overview
• Market Breakdown of Blue Ammonia, by Geography
• Overview
• Asia-Pacific (APAC)
• North America
• Europe
• South America
• Middle East and Africa (MEA)
• Sustainability in the Blue Ammonia Industry: An ESG Perspective
• Introduction
• ESG Issues in the Blue Ammonia Industry
• Blue Ammonia Industry ESG Performance Analysis
• ESG Practices, by Companies
• ESG Risk and Opportunities
• Case Study
• Concluding Remarks from BCC Research

Chapter 7 Appendix

• Methodology
• Analyst's Credentials