再生可能天然ガス (RNG)：世界のバイオメタン市場の生産能力と設備販売収益の予測 (2024～2033年)

バイオメタンとしても知られる再生可能天然ガス (RNG) は、幅広い産業にすぐ使える脱炭素ソリューションを提供します。RNGは、動物性廃棄物や生ごみなどの有機物が分解する際に発生するバイオガスから不純物を除去して製造されます。バイオガスがパイプライン品質のメタンガスに改良されると、RNGとなり、従来の化石天然ガスと完全な互換性を持ちます。ドロップイン燃料であるRNGは、パイプラインや地下貯蔵施設、ガスタービン、家電製品など、既存のガスインフラと互換性があります。再生可能ガスは、他の脱炭素化オプションがほとんど存在しないような、エネルギー削減が困難なセクターに特に適しています。

多くの発展途上国が調理や暖房にバイオガスを使い続ける一方で、欧州や北米はRNGのような再生可能燃料の使用を奨励するための法整備を早くから進めてきました。今日の市場需要は、こうした政策をほぼ反映しています。RNG市場の発展の最大の懸念事項として、高い生産コストに加えて、原料の拡張性が挙げられます。生産者は、長期にわたる安定した原料供給を必要としていますが、農業活動の周期的な性質を考慮すると、これは難題となり得ます。また、新たな需要やRNG供給業者の出現に伴い、原料をめぐる競合も激化することが予想されます。

当レポートでは、世界のRNGの生産能力の増強動向や設備の販売収益を予測しています (2024～2033年)。市場予測は、計画中のRNG生産能力の分析や、業界リーダーとの電話・直接インタビューを含む1次調査に基づいています。予測結果は地域別・生産経路別・最終用途別に区分して提供されています。

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
• 促進要因
  • 環境上の利点
  • 既存インフラ
  • 複数の活用領域
  • 政策支援
• 抑制要因
  • 高コスト
  • 原料調達
  • 政策に伴うサイロ化
  • 車両の電動化
• 価格
  • 費用
  • 市場価格
• その他のビジネス上の問題
  • 原料
  • 炭素強度

第3章 産業バリューチェーン

• バリューチェーン
• 競合情勢
  • 企業合併・買収 (M&A) 活動
  • ビジネスモデルの進化

第4章 市場予測

• 調査手法
• 世界市場の概要
  • RNGの製造設備：地域別
  • RNGの製造設備：生産経路別
  • RNGの生産量：最終用途別
• 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5章 結論・提言

• 3つの大きなポイント
• 推奨事項
  • 政策立案者は輸送以外でのRNGの利用にインセンティブを与えるべきである
  • 原材料サプライヤーは市場機会を認識し、獲得しなければならない
  • ガス企業はRNGをライフラインとして受け入れるべきである
  • 脱炭素化目標を達成するには、ガスの大手需要家がRNGを導入する必要がある

第6章 頭字語と略語一覧

第7章 目次

第8章 図表

第9章 調査範囲、情報源・調査手法、注釈

List of Tables

• Annual RNG Production Capacity by Region, World Markets: 2024-2033
• Annual RNG Production Capacity by Production Pathway, World Markets: 2024-2033
• Annual RNG Production Capacity by Application, World Markets: 2024-2033
• Annual RNG Production Equipment Revenue by Region, World Markets: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, World Markets: 2024-2033
• Annual RNG Production Equipment Revenue by Application, World Markets: 2024-2033
• Annual RNG Production Capacity by Production Pathway, North America: 2024-2033
• Annual RNG Production Capacity by Production Pathway, Europe: 2024-2033
• Annual RNG Production Capacity by Production Pathway, Asia Pacific: 2024-2033
• Annual RNG Production Capacity by Production Pathway, Latin America: 2024-2033
• Annual RNG Production Capacity by Production Pathway, Middle East & Africa: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, North America: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, Europe: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, Asia Pacific: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, Latin America: 2024-2033
• Annual RNG Production Equipment Revenue by Production Pathway, Middle East & Africa: 2024-2033
• Annual RNG Production Capacity by Application, North America: 2024-2033
• Annual RNG Production Capacity by Application, Europe: 2024-2033
• Annual RNG Production Capacity by Application, Asia Pacific: 2024-2033
• Annual RNG Production Capacity by Application, Latin America: 2024-2033
• Annual RNG Production Capacity by Application, Middle East & Africa: 2024-2033
• Annual RNG Production Equipment Revenue by Application, North America: 2024-2033
• Annual RNG Production Equipment Revenue by Application, Europe: 2024-2033
• Annual RNG Production Equipment Revenue by Application, Asia Pacific: 2024-2033
• Annual RNG Production Equipment Revenue by Application, Latin America: 2024-2033
• Annual RNG Production Equipment Revenue by Application, Middle East & Africa: 2024-2033

Common Biogas/RNG Feedstocks

List of Figures

• Annual RNG Production Capacity and Equipment Revenue by Region, World Markets: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, World Markets: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, World Markets: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, North America: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, North America: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, Europe: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, Europe: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, Asia Pacific: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, Latin America: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, Middle East & Africa: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, Asia Pacific: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Production Pathway, Latin America: 2024-2033
• Annual RNG Production Capacity and Equipment Revenue by Application, Middle East & Africa: 2024-2033

The RNG Value Chain Using an Anaerobic Digestion Production Pathway

The RNG Supply Chain Using an LFG Treatment Production Pathway

Renewable natural gas (RNG), also known as biomethane, offers an immediate decarbonization solution to a wide range of industries. RNG is produced by removing the impurities from biogas, which is released during the decomposition of organic matter such as animal or food waste. Once the biogas is upgraded to make a stream of pipeline quality methane, it becomes RNG, which is completely interchangeable with conventional fossil natural gas. As a drop-in fuel, RNG is compatible with existing gas infrastructure, including pipelines, storage caverns, gas turbines, and home appliances. Renewable gas is especially well suited for hard-to-abate sectors, where few other decarbonization options exist.

While many developing countries will continue to use biogas for cooking and heating, Europe and North America were early movers on crafting legislation to help incentivize the use of renewable fuels such as RNG. Market demand today largely reflects those policies. In addition to high production costs, the scalability of feedstocks is a primary concern about the development of the RNG market. Producers need a steady long-term supply of feedstock, which can be a challenge considering the cyclical nature of some agriculture activities. In addition, competition over feedstocks will increase as new demand and RNG suppliers emerge.

This Guidehouse Insights report provides forecasts for RNG production capacity additions and equipment sales revenues from 2024-2033. Forecasts are based on an analysis of planned RNG production capacity and primary research that includes phone and in-person interviews with industry leaders. Forecasts have been segmented by global region, production pathways, and end-use application.

Table of Contents

1. Executive Summary

1.1 Market Prelude

• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 Drivers
  • 2.2.1 Environmental Benefits
  • 2.2.2 Existing Infrastructure
  • 2.2.3 Multiple Applications
  • 2.2.4 Policy Support
• 2.3 Barriers
  • 2.3.1 High Costs
  • 2.3.2 Feedstock Sourcing
  • 2.3.3 Siloed by Policy
  • 2.3.4 Vehicle Electrification
• 2.4 Pricing
  • 2.4.1 Costs
  • 2.4.2 Market Value
• 2.5 Other Business Issues
  • 2.5.1 Feedstocks
  • 2.5.2 Carbon Intensity

3. Industry Value Chain

• 3.1 Value Chain
• 3.2 Competitive Landscape
  • 3.2.1 M&A Activities
  • 3.2.2 Business Model Evolution
    • 3.2.2.1 Transportation
    • 3.2.2.2 Gas Grid Operators
    • 3.2.2.3 Commercial, Industrial, and Corporate Buying

4. Market Forecasts

• 4.1 Methodology
• 4.2 Global Market Overview
  • 4.2.1 RNG Production Equipment by Region
  • 4.2.2 RNG Production Equipment by Production Pathway
  • 4.2.3 RNG Production by End-Use Application
• 4.3 North America
• 4.4 Europe
• 4.5 Asia Pacific
• 4.6 Latin America
• 4.7 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Policymakers Should Offer Incentives for Using RNG Outside Transportation
  • 5.2.2 Feedstock Suppliers Must Recognize the Opportunity and Seize It
  • 5.2.3 Gas Utilities Should Embrace RNG as a Lifeline
  • 5.2.4 Large Gas Consumers Must Adopt RNG to Reach Decarbonization Goals

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes