水素対応ガスタービン

発送電可能な低炭素発電技術の利用は、脱炭素電力システムにとってますます重要な要素となっています。現在、多くの電力網は、柔軟性の重要な役割を果たすために、天然ガス発電機に依存しています。電力部門の化石燃料消費を削減する取り組みにより、従来のガス火力発電に代わるものとして、水素または水素・天然ガス混焼合で運転するガスタービンへの関心が高まっています。

既存のガスタービンの一部は、すでに水素分の高いガスストリームを消費しています。しかし、その導入は一般に、石油精製やその他の工業プロセスからの副産物ガスが供給される小規模な設備に限られています。大手ガスタービンメーカーは、製品群全体にわたって混合能力を高め、2030年代またはそれ以前に100%水素ガスタービンを商業化する計画を発表しています。こうした努力は、米国、ドイツ、日本、韓国などの主要市場における水素発電に対する政策支援によって支えられています。

電力セクターで利用可能な水素の全体量は依然として不確実性が高いもの、水素対応ガスタービンは今後10年間で、発電設備の販売高に占める割合がますます大きくなると予想されます。当レポートでは、世界の水素対応ガスタービン (HGT) の市場について分析し、今後10年間の導入に影響を与えると思われる主要な技術的・商業的・政策的要因の概要を提供しています。市場予測は、計画されている水素発電の容量と、水素技術導入に関するメーカーのタイムライン分析に基づいています。

目次

第1章 エグゼクティブサマリー

第2章 市場の問題

• イントロダクション
• 市場促進要因
  • HGTの改修により、既存インフラの変換が実現
  • HGTによる再生可能エネルギーの断続性の緩和と、グリッド安定性の提供
  • 政府の資金援助による早期参入の実現
• 市場抑制要因
  • 燃料の柔軟性による技術的な課題
  • 水素サプライチェーンのさらなる発展の必要性
  • サプライチェーンのあらゆる段階でのエネルギー損失
• その他のビジネス上の問題

第3章 政策の見直し

• 北米
  • 米国
• 欧州
  • ドイツ
• アジア太平洋
  • 日本
  • 韓国
  • シンガポール
  • オーストラリア
• ラテンアメリカ
• 中東・アフリカ

第4章 産業バリューチェーン

• 競合情勢
  • 上位3社
  • その他のOEM

第5章 市場予測

• 調査手法
• 世界市場概要
  • 北米
  • 欧州
  • アジア太平洋地域
  • ラテンアメリカ
  • 中東・アフリカ

第6章 結論・提言

• 重要なポイント
• 推奨事項

第7章 頭字語・略語一覧

第8章 図表

第9章 調査範囲、情報源・調査手法、注釈

List of Tables

• Hydrogen-Capable Gas Turbine Capacity Additions by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Asia Pacifc: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions by Turbine Type, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Revenue by Turbine Type, Middle East & Africa: 2024-2033

Comparison of Methane and Hydrogen Properties

List of Figures

• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Region, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, World Markets: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, North America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Europe: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Asia Pacific: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Latin America: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Blend Capability, Middle East & Africa: 2024-2033
• Hydrogen-Capable Gas Turbine Capacity Additions and Revenue by Turbine Type, Middle East & Africa: 2024-2033
• HGT Market Growth Potential, World Markets: 2024-2033

Full Value Chain of Power-to-Hydrogen-to-Power Process

The availability of dispatchable, low carbon power generation technologies is an increasingly relevant feature of decarbonizing electricity systems. Currently, many power grids rely on natural gas generators to play a key flexibility role. Efforts to reduce power sector fossil fuel consumption are driving interest in gas turbines capable of operating using hydrogen or hydrogen-natural gas blends as an alternative to conventional gas-fired generation.

A portion of the existing gas turbine fleet already consumes hydrogen-rich gas streams. However, deployments are generally limited to smaller-scale equipment supplied with by-product gases from petroleum refining or other industrial processes. Major gas turbine manufacturers have announced plans to increase blend capabilities across their product ranges and to commercialize 100% hydrogen gas turbines by the 2030s or earlier. These efforts are being assisted by policy support for hydrogen power generation in key markets such as the US, Germany, Japan, and South Korea.

While overall volumes of hydrogen available to the power sector remain subject to high levels of uncertainty, hydrogen-capable gas turbines are expected to account for an increasingly meaningful share of power generation equipment sales over the coming decade. This Guidehouse Insights report provides an overview of the key technical, commercial, and policy factors that are likely to affect adoption over the next 10 years. Forecasts are based on an analysis of planned hydrogen power generation capacity and manufacturers' timelines for hydrogen technology adoption.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Global Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Market Drivers
  • 2.2.1 HGT Retrofits Enable the Conversion of Existing Infrastructure
  • 2.2.2 HGTs Can Buffer Intermittent Renewables and Provide Grid Stability
  • 2.2.3 Government Funding Has Enabled Early Movers
• 2.3 Market Barriers
  • 2.3.1 Fuel Flexibility Presents Technical Challenges
  • 2.3.2 Hydrogen Supply Chains Need Further Development
  • 2.3.3 Energy Is Lost with Every Step in the Supply Chain
• 2.4 Other Business Issues

3. Policy Review

• 3.1 North America
  • 3.1.1 US
• 3.2 Europe
  • 3.2.1 Germany
• 3.3 Asia Pacific
  • 3.3.1 Japan
  • 3.3.2 South Korea
  • 3.3.3 Singapore
  • 3.3.4 Australia
• 3.4 Latin America
• 3.5 Middle East & Africa

4. Industry Value Chain

• 4.1 Competitive Landscape
  • 4.1.1 The "Big Three"
    • 4.1.1.1 GE
    • 4.1.1.2 Siemens Energy
    • 4.1.1.3 Mitsubishi Power
  • 4.1.2 Other OEMs

5. Market Forecasts

• 5.1 Methodology
• 5.2 Global Market Overview
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East & Africa

6. Conclusions and Recommendations

• 6.1 Key Takeaways
• 6.2 Recommendations

7. Acronym and Abbreviation List

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes