Emerging Cross-Sector Opportunities in the Hydrogen Economy
|出版日||ページ情報||英文 17 Pages; 5 Tables, Charts & Figures
|水素経済における分野横断的な新興機会 Emerging Cross-Sector Opportunities in the Hydrogen Economy|
|出版日: 2019年03月18日||ページ情報: 英文 17 Pages; 5 Tables, Charts & Figures||
当レポートでは、発展途上の水素経済とインターコネクション (相互接続) について調査分析し、水素が混乱させる市場、水素のバリューチェーンとポジション、既存・計画中のP2Gプロジェクトについて、体系的な情報を提供しています。
The hydrogen economy is seeing renewed interest and investment, driven by many factors. Policymakers are reacting to increasingly dire climate change warnings by supporting hydrogen as an emissions-cutting measure. Advancements in hydrogen production technologies such as electrolyzers and end-use technologies like fuel cells are improving the economics of hydrogen. As electric grids from China to Germany face growing renewables curtailment due to overproduction, some look to hydrogen power-to-gas (P2G) to capture economic value from the generation capacity that may otherwise become stranded.
The emerging hydrogen economy connects different sectors-such as electricity, transport, and industry-and growing activity across the energy value chain mirrors this reach. Incumbent fossil players like oil & gas companies and natural gas utilities are interested, both to limit the jarring impacts of decarbonization policies and grow revenue from potentially cleaner fossil fuel end products. Electric utilities may look to P2G electrolyzers as potential large loads to prop up load growth against declining demand.
This Navigant Research report analyzes the developing hydrogen economy and interconnections helping drive its business case. The study examines three areas: markets where hydrogen can be disruptive; the hydrogen value chain and positions of more than 200 companies active in hydrogen; and more than 70 existing and planned P2G projects summarized by use case. The report closes with recommendations for several groups of hydrogen stakeholders. Industrial gas companies, transportation players, and electrolyzer and fuel cell companies are among the company types discussed in this report.