水素移行市場の見通しと動向、取引、契約、政策、プロジェクト、主要参入企業、2023年第4四半期

エネルギー転換を加速させる方法としての水素セクターへの関心は急速に高まっており、低炭素水素プロジェクトのパイプラインは現在、189 mptaを超える潜在容量に達しています。この容量の92％はグリーン水素プロジェクトによるものですが、大半はまだフィージビリティ段階です。企業や政府が、バリューチェーン全体でこの成長セクターの価値獲得を目指す中、水素セクターにおける新たな取引や政策の発表も急ピッチで続けられています。気候変動に関する世界の目標を達成するためには、分野や地域を超えた移行戦略を加速させる必要があり、水素開発は、これらの目標達成を促進するエネルギー分野で大きな役割を果たすと期待されています。

当レポートでは、水素移行市場について調査し、2023年第4四半期の動向、2030年までの市場規模予測、国別、地域別動向、世界の政策支援と財政的インセンティブなどについてまとめています。

目次

目次

第1章 概要

• 四半期スナップショット

第2章 低炭素水素容量の見通し

• アクティブ容量と今後の容量
• 今後の主なプロジェクト
• 2030年までの生産能力と市場規模シナリオ
• 主な発展
• 上位参加企業
• 重大な発表とプロジェクトの更新

第3章 取引と契約

• M&A
• ベンチャーファイナンス
• パートナーシップ

第4章 指標と政策サポート

• 水素テーマ別インデックス
• ソーシャルメディアの追跡
• 国際政策

List of Tables

List of Tables

• Table 1: Top 10 low carbon hydrogen plants
• Table 2: M&A deals for Q2-2023
• Table 3: Venture Finance deals for Q2-2023

List of Figures

List of Figures

• Figure 1: Active and Announced Capacity
• Figure 2: Regional breakdown of upcoming capacity
• Figure 3: Major upcoming clean hydrogen plants map
• Figure 4: 2030 Hydrogen capacity scenarios (mtpa)
• Figure 5: Countries with highest cumulative upcoming capacity (mtpa)
• Figure 6: Net capacity share by company
• Figure 7: Deals comparative 2021 - 2023
• Figure 8: M&A Type - Q3 2023
• Figure 9: M&A Value - Q3 2023 (US$ mil)
• Figure 10: Venture finance Disclosed Deal Value (US$mil)
• Figure 11: Partnerships Numbers Q3-2023
• Figure 12:Partnerships Regions for Development Q3-2023
• Figure 13: Partnerships Main Topics
• Figure 14: Strategic Alliances
• Figure 15: Thematic Index
• Figure 16: Number of Hydrogen Investors
• Figure 17: Funding by Region Index
• Figure 18: First Time Funded Companies and Total Funded Companies
• Figure 19: Renewable Energy Topic Mentions
• Figure 20: Total Posts by Company
• Figure 21: Total Posts by Country
• Figure 22: Hydrogen mentions by Sector and Country
• Figure 23: National Low Carbon Hydrogen Strategies in Major Economies

Abstract

Interest in the hydrogen sector as a way to accelerate the energy transition is growing rapidly and the low-carbon hydrogen project pipeline now represents over 189 mpta of potential capacity. 92% of this capacity comes from green hydrogen projects, though the majority is still in feasibility stage. The announcement of new deals and policies in the hydrogen sector also continues at pace as companies and governments look to capture value in this growing sector across the value chain. There is a need to accelerate transition strategies across sectors and geographies to achieve climate global goals, and hydrogen development is expected to have a major part to play in the energy sector to facilitate achievement of these targets.

Scope

• Hydrogen quarterly changes, Q3 2023.
• Total upcoming capacity and 2030 market size scenarios, highlighting recently announced projects by capacity, countries and regions.
• Trends over deals, partnerships, and M&A .
• Global policy support and financial incentives.

Reasons to Buy

• Identify the last market trends by quarter and key players in hydrogen technologies.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand the different scenarios for 2030 based on the likeliness of the projects.
• Facilitate the understanding on how and where the market is growing as it is rapidly scaling up to position as one of the main topics of the international agenda.

Table of Contents

Table of Contents

1. Overview

• 1.1 Quarterly snapshot

2. Low Carbon Hydrogen Capacity Outlook

• 2.1 Active & upcoming capacity
• 2.2 Major upcoming projects
• 2.3 Production capacity and market size scenarios to 2030
• 2.4 Key developments
• 2.5 Top participant companies
• 2.6 Major announcements and project updates

3. Deals & Contracts

• 3.1 M&A
• 3.2 Venture finance
• 3.3 Partnerships

4. Metrics & Policy Support

• 4.1 Hydrogen thematic index
• 4.2 Social media tracking
• 4.3 International policy