アンモニア分解触媒の世界市場

概要

アンモニア分解触媒の世界市場は、2022年に680万米ドルに達し、2023-2030年の予測期間中にCAGR 45.5%で成長し、2030年には1億3,660万米ドルに達すると予測されています。

特に急速に工業化が進んでいる国々では、商業用および工業用冷却ソリューションの需要が伸びており、予測期間中にアンモニア分解触媒の需要を促進すると思われます。アンモニアは、現代の産業用冷凍システムで最も使用されている冷媒のひとつです。

世界のアンモニア分解触媒市場の長期的成長の可能性は、ほとんどのアンモニア生産プラントの商業的収益性の低下によって阻害されています。新たに計画されたプロジェクトのほとんどが採算に合わないため、アンモニア生産能力はほとんど稼動していないです。業界内の収益性の危機を解決しない限り、市場が長期的に安定した成長を遂げる可能性は低いです。

ダイナミクス

燃料源としての水素の採用増加

ここ数年、脱炭素化に向けた世界の動向が見られるもの、化石燃料が依然として一次情報であることに変わりはないです。しかし、太陽光発電や風力発電のような完全なグリーン・エネルギー源の開発や輸送の電化に伴い、中間燃料源の必要性が生じています。そのため各国政府は、自動車やエネルギー生産の燃料源として水素を利用する動きを強めています。

国際エネルギー機関（IEA）は、2022年の世界の水素需要は9,400万トンに増加し、需要増に対応するためには、2050年までに新たな製造・貯蔵システムに1兆2,000億米ドル近い投資が必要だと推定しています。グリーン水素は進歩しつつあるが、アンモニアは依然として水素の大量生産のための唯一の商業的に実行可能な方法です。

食糧安全保障の重視の高まり

世界人口の急速な増加により、特に人口増加率が最も高い発展途上国や低開発国において、食糧安全保障の改善の必要性が急激にクローズアップされています。国連（UN）は、22年の世界人口を約80億人と推計しており、2010年から10億人近く増加しています。世界の農業セクターもまた、異常気象や砂漠化などの課題に直面しています。

世界のアンモニア生産量の70％以上が、溶液や塩の形で化学肥料の製造に使用されています。有機農業を重視する動向にもかかわらず、化学肥料は、資本集約的な方法を必要とせずに農業生産を大幅に改善する最も経済的な方法であることに変わりはないです。

商業的触媒生産の高コスト

水素の需要が伸びているにもかかわらず、さまざまな特殊触媒の商業生産コストが高いため、マーケットの成長は制約を受ける可能性が高いです。ニッケル（Ni）ベースの触媒は、主にコストが高くカーボンが汚れやすいため、徐々に使用されなくなりつつあります。鉄（Fe）ベースの触媒は、寿命が長いため、ますます好まれるようになっています。

しかし、鉄（Fe）系触媒の大量採用は、生産量が限られているため、まだ制約があります。新たな生産設備が稼動するまでは、アンモニアから水素と窒素を商業的に生産するには、鉄系触媒が引き続き好ましい選択肢となると思われます。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

• 影響要因
  • 促進要因
    • 燃料源としての水素の採用増加
    • 食糧安全保障の重視の高まり
  • 抑制要因
    • 商業的触媒製造の高コスト
  • 機会
  • 影響分析

第5章 産業分析

• 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
• 価格分析
• 規制分析
• ロシア・ウクライナ戦争の影響分析
• DMIの見解

第6章 COVID-19分析

第7章 タイプ別

• ニッケル（Ni）ベース触媒
• 白金族（PGM）ベース触媒
• その他

第8章 用途別

• 水素製造
• 金属処理
• 輸送
• その他

第9章 地域別

• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • フランス
  • イタリア
  • スペイン
  • その他欧州
• 南米
  • ブラジル
  • アルゼンチン
  • その他南米
• アジア太平洋
  • 中国
  • インド
  • 日本
  • オーストラリア
  • その他アジア太平洋地域
• 中東・アフリカ

第10章 競合情勢

• 競合シナリオ
• 市況/シェア分析
• M&A分析

第11章 企業プロファイル

• Johnson Matthey
  • 会社概要
  • 製品ポートフォリオと説明
  • 財務概要
  • 主な発展
• Clariant
• Heraeus Group
• Dorf Ketal
• Acta S.p.A
• Topsoe
• Casale SA
• UNICAT Catalyst Technologies
• Granus LLC
• Shandong Avant New Material Technology Co., Ltd.

第12章 付録

Overview

Global Ammonia Cracking Catalysts Market reached US$ 6.8 million in 2022 and is expected to reach US$ 136.6 million by 2030, growing with a CAGR of 45.5% during the forecast period 2023-2030.

The growing demand for commercial and industrial cooling solutions, especially in rapidly industrializing countries, will propel the demand for ammonia cracking catalysts during the forecast period. Ammonia is one of the most used refrigerants for modern industrial refrigeration systems.

The long term growth potential for the global ammonia cracking catalysts market is hobbled by the declining commercial profitability of most ammonia production plants. Given the unviability of most new planned projects, very few new ammonia production capacity has come online. Without resolving the profitability crisis within the industry, the market is unlikely to have stable long term growth.

Dynamics

Increasing Adoption of Hydrogen as a Fuel Source

Although there has been a global trend towards decarbonization over the past few years, fossil fuels still remain the primary energy sources. However, along with developing completely green energy sources such as solar and wind power as well moving towards electrification of transportation, there has arisen a need for an intermediate fuel source. Therefore, governments are increasingly moving towards the utilization of hydrogen as a fuel source for vehicles and for energy production.

The international energy agency (IEA) estimated that global hydrogen demand increased to 94 million tonnes in 2022 and to keep pace with increasing demand nearly US$ 1.2 trillion of investment is required in new production and storage systems by 2050. Although green hydrogen has been making advances, ammonia remains the only commercially viable method for mass production of hydrogen.

Increasing Emphasis on Food Security

A rapid growth in the global population has sharply put into focus the need for improved food security, especially in developing and underdeveloped nations, where the population growth is the highest. The United Nations (UN) has estimated the global population at around 8.0 billion in 2o22, representing an increase of nearly 1 billion since 2010. The global agricultural sector is also experiencing challenges such as the rise of extreme weather events and desertification.

More than 70% of global ammonia production is used for making chemical fertilizers in the form of solutions or salts. Despite trends placing greater emphasis on organic farming, chemical fertilizers remain the most economical method of vastly improving agricultural production without the need for capital intensive methods.

High Cost of Commercial Catalyst Production

Despite growing demand for hydrogen, the market growth is likely to be constrained by the high cost of commercial production of various special catalysts. Nickel (Ni)-based catalysts are gradually being abandoned, mainly due to their high costs and susceptibility to carbon fouling. Iron (Fe)-based catalysts are being increasingly preferred due to their longevity.

However, the mass adoption of Iron (Fe)-based catalysts is still constrained by limited production. Until new production capacity comes online, Fe-based catalysts will continue to remain the preferred choice for commercial production of hydrogen and nitrogen from ammonia.

Segment Analysis

The global ammonia cracking catalysts market is segmented based on type, application and region.

Nickel (Ni)-based Catalysts Continue to Account for a Significant Market Share

Although precious metal catalysts such as those derived from ruthenium and cobalt are more effective in cracking ammonia between 350 °C and 500 °C, nickel-based catalysts are mostly preferred since they are more economical, thus making commercial production more feasible. However, research is gradually moving towards developing and commercializing new catalysts.

For instance, a new series of imide-based catalysts are currently under study, which can 400 °C to 550 °C. Imide-based catalysts also behave atypically as compared to other traditional catalysts and scientists hope to utilize it for mass producing hydrogen for fuel cell-based transportation solutions. Over the forecast period, nickel-based catalysts are likely to lose their market share.

Geographical Penetration

With Numerous New Hydrogen Projects, North America Gains Highest Share

North America is forecasted to have the highest share within the global ammonia cracking catalysts market since it has the some of the largest commercial hydrogen production projects currently under construction. It is part of an overarching aim of the U.S. government to ensure long term energy independence. According to the U.S. government's energy information administration (EIA), the country produces more than 10 million tonnes of hydrogen annually.

The U.S. government has increased capital investments in to spur hydrogen production. For instance, in October 2023, the government allocated US$ 7 billion for the development of seven new hydrogen production and storage hubs across the country. The government hopes that capital spending will eventually lead to an increase in private sector investment, thus propelling the growth of hydrogen production.

COVID-19 Impact Analysis

An unexpected challenge for the global ammonia cracking catalysts market emerged during the early stage of the COVID-19 pandemic with a crash in global crude oil prices. As demand from aviation and road transportation sector fell dramatically, it led to a collapse in global crude oil prices. Such a crash temporarily rendered hydrogen uncompetitive, thereby reducing demand for ammonia cracking catalysts.

The economic uncertainty during the course of the pandemic also created many problems for companies looking to enter into hydrogen production. It led to the delay or outright cancellation of various projects. The overall situation has markedly improved in the post-pandemic period and the industry is witnessing a growth in new investments.

Russia-Ukraine War Impact Analysis

The Russia-Ukraine war has led to near irreversible changes to the energy landscape of Europe. Although the short-term volatility in global energy markets caused by the war has eased, it created major disruptions in natural gas supplies to Europe. European nations have used the crisis to sever their dependence on Russian energy imports.

Such a policy will have major future implications for the ammonia cracking catalyst market. Many countries in the European Union (EU) are racing to build new hydrogen production and storage infrastructure. In Russia, western sanctions have led to an exodus of capital and technology in the sector, drastically reducing demand for ammonia cracking catalysts.

By Type

• Nickel (Ni)-based Catalysts
• Platinum Metal Group (PGM)-based Catalysts
• Others

By Application

• Hydrogen Production
• Metal Treatment
• Transportation
• Others
• Others

By Region

• North America
  • U.S.
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • France
  • Italy
  • Spain
  • Rest of Europe
• South America
  • Brazil
  • Argentina
  • Rest of South America
• Asia-Pacific
  • China
  • India
  • Japan
  • Australia
  • Rest of Asia-Pacific
• Middle East and Africa

Key Developments

• In March 2023, Saudi Aramco, Saudi Arabia's large energy conglomerate signed an agreement with Linde engineering, a major European manufacturer of industrial gases, to develop new ammonia cracking technologies.
• In July 2023, scientists from the Sunchon National University of South Korea published a research paper detailing the development of green hydrogen from ammonia by using liquid plasma-based solid acid catalysts.
• In October 2023, DNV, an internationally recognized energy classification and registration society announced that demand for ammonia cracking solutions will increase over the next 5-10 years as hydrogen energy economy undergoes maturation.

Competitive Landscape

The major global players in the market include Johnson Matthey, Clariant, Heraeus Group, Dorf Ketal, Acta S.p.A, Topsoe, Casale SA, UNICAT Catalyst Technologies, Granus LLC and Shandong Avant New Material Technology Co., Ltd.

Why Purchase the Report?

• To visualize the global ammonia cracking catalysts market segmentation based on type, application and region, as well as understand key commercial assets and players.
• Identify commercial opportunities by analyzing trends and co-development.
• Excel data sheet with numerous data points of ammonia cracking catalysts market-level with all segments.
• PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
• Product mapping available as excel consisting of key products of all the major players.

The global ammonia cracking catalysts market report would provide approximately 50 tables, 43 figures and 181 Pages.

Target Audience 2023

• Energy Companies
• Hydrogen Manufacturers
• Industry Investors/Investment Bankers
• Research Professionals

Table of Contents

1. Methodology and Scope

• 1.1. Research Methodology
• 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

• 3.1. Snippet by Type
• 3.2. Snippet by Application
• 3.3. Snippet by Region

4. Dynamics

• 4.1. Impacting Factors
  • 4.1.1. Drivers
    • 4.1.1.1. Increasing Adoption of Hydrogen as a Fuel Source
    • 4.1.1.2. Increasing Emphasis on Food Security
  • 4.1.2. Restraints
    • 4.1.2.1. High Cost of Commercial Catalyst Production
  • 4.1.3. Opportunity
  • 4.1.4. Impact Analysis

5. Industry Analysis

• 5.1. Porter's Five Force Analysis
• 5.2. Supply Chain Analysis
• 5.3. Pricing Analysis
• 5.4. Regulatory Analysis
• 5.5. Russia-Ukraine War Impact Analysis
• 5.6. DMI Opinion

6. COVID-19 Analysis

• 6.1. Analysis of COVID-19
  • 6.1.1. Scenario Before COVID
  • 6.1.2. Scenario During COVID
  • 6.1.3. Scenario Post COVID
• 6.2. Pricing Dynamics Amid COVID-19
• 6.3. Demand-Supply Spectrum
• 6.4. Government Initiatives Related to the Market During Pandemic
• 6.5. Manufacturers Strategic Initiatives
• 6.6. Conclusion

7. By Type

• 7.1. Introduction
  • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 7.1.2. Market Attractiveness Index, By Type
• 7.2. Nickel (Ni)-based Catalysts*
  • 7.2.1. Introduction
  • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 7.3. Platinum Metal Group (PGM)-based Catalysts
• 7.4. Others

8. By Application

• 8.1. Introduction
  • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 8.1.2. Market Attractiveness Index, By Application
• 8.2. Hydrogen Production*
  • 8.2.1. Introduction
  • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 8.3. Metal Treatment
• 8.4. Transportation
• 8.5. Others

9. By Region

• 9.1. Introduction
  • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
  • 9.1.2. Market Attractiveness Index, By Region
• 9.2. North America
  • 9.2.1. Introduction
  • 9.2.2. Key Region-Specific Dynamics
  • 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.2.5.1. U.S.
    • 9.2.5.2. Canada
    • 9.2.5.3. Mexico
• 9.3. Europe
  • 9.3.1. Introduction
  • 9.3.2. Key Region-Specific Dynamics
  • 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.3.5.1. Germany
    • 9.3.5.2. UK
    • 9.3.5.3. France
    • 9.3.5.4. Italy
    • 9.3.5.5. Spain
    • 9.3.5.6. Rest of Europe
• 9.4. South America
  • 9.4.1. Introduction
  • 9.4.2. Key Region-Specific Dynamics
  • 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.4.5.1. Brazil
    • 9.4.5.2. Argentina
    • 9.4.5.3. Rest of South America
• 9.5. Asia-Pacific
  • 9.5.1. Introduction
  • 9.5.2. Key Region-Specific Dynamics
  • 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.5.5.1. China
    • 9.5.5.2. India
    • 9.5.5.3. Japan
    • 9.5.5.4. Australia
    • 9.5.5.5. Rest of Asia-Pacific
• 9.6. Middle East and Africa
  • 9.6.1. Introduction
  • 9.6.2. Key Region-Specific Dynamics
  • 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

• 10.1. Competitive Scenario
• 10.2. Market Positioning/Share Analysis
• 10.3. Mergers and Acquisitions Analysis

11. Company Profiles

• 11.1. Johnson Matthey*
  • 11.1.1. Company Overview
  • 11.1.2. Product Portfolio and Description
  • 11.1.3. Financial Overview
  • 11.1.4. Key Developments
• 11.2. Clariant
• 11.3. Heraeus Group
• 11.4. Dorf Ketal
• 11.5. Acta S.p.A
• 11.6. Topsoe
• 11.7. Casale SA
• 11.8. UNICAT Catalyst Technologies
• 11.9. Granus LLC
• 11.10. Shandong Avant New Material Technology Co., Ltd.

LIST NOT EXHAUSTIVE

12. Appendix

• 12.1. About Us and Services
• 12.2. Contact Us