高温電解技術市場：画期的技術革新の成長機会

当レポートでは、世界の高温電解技術市場について調査し、市場の概要とともに、戦略的インペラティブ、技術動向、応用可能性、および成長の機会などを提供しています。

目次

戦略的インペラティブ

• 戦略的インペラティブ（TM）：高温電解技術の成長を抑制する要因
• 戦略的インペラティブ（TM）
• 高温電解（HTE）技術に対する上位3つの戦略的インペラティブの影響
• 成長機会が成長パイプラインエンジン（TM）を促進
• 調査手法

調査の背景と調査結果の概要

• 調査内容
• 調査範囲
• HTE技術 - 導入の主な要因と機会
• HTE技術 - 展開に関する主な欠点と課題

HTE：技術動向の概要

• グリーン水素の展開を促進するHTE
• エネルギー効率は、HTEの主な差別化要因として機能
• 高コストと劣化率がSOE技術の展開を妨げる
• 焦点を絞った研究努力により、SOは今後数年間で競争力のある電解槽技術になる
• MCEの化学的および機械的安定性の強化に重点を置いた研究開発の取り組みが、溶融炭酸塩（MC）の商業化を推進
• 電解技術の比較分析

HTE：応用可能性

• HTEは、水素を産業部門にとって費用対効果の高いソリューションの可能性
• 原子力エネルギーは、HTEで生成されたグリーン水素を補完
• 多くの地域で注目を集めているHTEによる原子力発電所
• HTEにより、水素、電力、熱、COの柔軟な併産が可能
• 高温可逆セルキーの性能比較
• 工業用途向けのCO生産用HTE
• CO2のMCEによるナノカーボンの応用範囲の拡大

イノベーションエコシステム：注目すべき企業

• SOEの主要なイノベーターと製品開発者
• 共電解ソリューションの主要なイノベーターおよび製品開発者
• リバーシブル燃料電池の主要なイノベーターと製品開発者
• 水素コプロダクションとポリジェネレーションの主要なイノベーターと製品開発者

HTE技術を可能にする技術の知財分析

• 地域に基づくHTE技術の特許活動
• 技術タイプ別のHTE技術範囲の特許活動
• HTE技術の特許活動における競合情勢環境

成長機会

• 成長機会1：グリーン水素- 潜在的なエネルギー転換のゲームチェンジャー
• 成長機会2：HTEは、産業部門の脱炭素化にユニークな機会を提供
• 成長機会3：水素需要の増加が電解槽の大量生産の立ち上げを刺激

主な連絡先

付録

次のステップ

Growing Demand for Green Hydrogen and Carbon Capture Drives Future Growth Potential

This research study focuses on disruptive technologies and the latest achievements in electrolyzer technologies. The study highlights the necessity for electrolysis technology and discusses the major challenges its development faces in gaining wide-scale market adoption and competitiveness.

High-temperature fuel cells are a promising technology for storing excess renewable energy.

Current low-cost hydrogen production methods utilize fossil fuels and produce GHG emissions. Producing renewable hydrogen via electrolysis is potentially the ideal route for industrial application. Electrolysis technology offers several advantages, such as the production of carbon-neutral fuel, integration of renewable energies, facilitation of the electricity grid balance, and enhancement of the sustainable use of surplus energy. The findings and growth opportunities that this study depicts will help drive the electrolyzer industry's economic growth and technology revolution.

The study reviews research focus areas and technological challenges that electrolysis technologies must overcome. It pays special attention to describing the technical capabilities of all known electrolysis technologies and presents the main stakeholders involved in this technology and other notable developments. The study covers the patent landscaping for electrolysis technologies, highlighting the important patent owners/assignees and the patent jurisdiction with the highest activity. It outlines and describes the factors influencing market growth, such as limited hydrogen refueling infrastructure and low manufacturing volume of electrolyzer components.

The study highlights emerging growth opportunities and presents a performance analysis and comparison of different electrolysis technologies. Finally, it discusses existing commercial electrolyzer technologies' key performance indicators (KPIs) and analyzes the technical and cost targets.

Table of Contents

Strategic Imperatives

• The Strategic Imperative 8™: Factors creating Pressure on Growth in the High-temperature Electrolysis Technology
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on High-temperature Electrolysis (HTE) Technology
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Research Context and Summary of Findings

• Research Context
• Research Scope
• HTE Technologies-Key Drivers and Opportunities for Deployment
• HTE Technologies-Key Drawbacks and Challenges for Deployment

HTE: Technology Trends Overview

• HTE to Facilitate the Deployment of Green Hydrogen
• Energy Efficiency Acts as the Key Differentiator of HTE
• High Cost and Degradation Rate Hindering the Deployment of SOE Technology
• Focused Research Efforts Will Make SO a Competitive Electrolyzer Technology in Coming Years
• R&D Efforts Focused on Enhancing MCE's Chemical and Mechanical Stability Will Drive Molten Carbonate (MC) Commercialization
• Comparative Analysis of Electrolysis Technologies

HTE: Application Potential

• HTE Has the Potential to Make Hydrogen a Cost-effective Solution for the Industrial Sector
• Nuclear Energy Can Complement HTE-Produced Green Hydrogen
• Nuclear Power Plant Clubbed with HTE Gaining Traction Among Many Regions
• HTE Allows Flexible Co-production of Hydrogen, Power, Heat, and CO
• High-temperature Reversible Cell-Key Performance Comparison
• HTE for CO Production for Industrial Applications
• Broadening Application Spectrum of Nanocarbons Via MCE of CO2

Innovation Ecosystem: Companies to Watch

• Key Innovators and Product Developers of SOE
• Key Innovators and Product Developers of SOE (continued)
• Key Innovators and Product Developers of Co-electrolysis Solutions
• Key Innovators and Product Developers of Reversible Fuel Cells
• Key Innovators and Product Developers of Reversible Fuel Cells (continued)
• Key Innovators and Product Developers of Hydrogen Coproduction and Polygeneration

IP Analysis of Technologies Enabling HTE Technology

• Patent Activity for HTE Technology Based on Geography
• Patent Activity for HTE Technology Ranges by Technology Type
• Competitive Landscape in Patent Activity for HTE Technology

Growth Opportunity Universe

• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger
• Growth Opportunity 1: Green Hydrogen-The Potential Energy Transition Gamechanger (continued)
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector
• Growth Opportunity 2: HTE Provides Unique Opportunity to Decarbonize the Industrial Sector (continued)
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production
• Growth Opportunity 3: Growing Demand for Hydrogen Will Stimulate Ramp-up of Electrolyzer Mass Production (continued)

Key Contacts

• Key Contacts
• Key Contacts (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

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