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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

発行 Navigant Research 商品コード 810800
出版日 ページ情報 英文 17 Pages; 5 Tables, Charts & Figures
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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
概要

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。

水素の使用事例が増えるにつれ、水素経済の勢いが構築

  • 従来の水素製造への道が変化中
  • 水素は多くの業界大手を混乱させる
  • グリーン水素はエネルギー取引と暖房を分断させる
  • 水素のバリューチェーンは新規参入の乱入で拡大

P2G展開の動向が、差し迫った商業的状況、部門間インターコネクション (相互接続) の恩恵を示す

  • 水素の使用事例の説明
  • 電気の使用事例の説明
  • 新興のP2G開発には、商品化に向けた明確な動向が含まれる
  • 水素はますます世界的な商品に

ユーティリティ・開発業者・その他のステークホルダーは、分野横断的なパートナーシップ・機会を求めるべき

  • O&G企業
  • 天然ガスのユーティリティ
  • 電力会社とグリッドオペレーター
  • 再生可能エネルギー開発業者とOEM
  • 燃料電池・電解槽ベンダー
  • 水素のステークホルダー
図表

List of Charts and Figures

  • Cost of Energy and Market Size, Select Markets: 2018
  • Hydrogen Value Chain Segments and Players
  • Membership in Eight Major Hydrogen Associations by Segment
  • Cumulative P2G Use Cases, Operating and Announced Projects, World Markets: 2011-2020
  • Selected Renewable Hydrogen Export Schemes, Feasibility Study Status, or Operating Schemes: 2019
目次
Product Code: SI-EOHY-19

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.

Key Questions Addressed:

  • What new cross-sector opportunities exist in the emerging hydrogen economy?
  • What energy end uses may be disrupted by hydrogen?
  • What types of companies are becoming active in hydrogen, and why?
  • What are the use cases of power-to-gas (P2G) projects, and which will be more important in the future?
  • How should my company react to the hydrogen economy?

Who Needs This Report:

  • Electric utilities
  • Natural gas utilities
  • Oil & gas companies
  • Renewables developers
  • Fuel cell vendors
  • Electrolyzer vendors
  • Vehicle OEMs
  • Investor community

Table of Contents

Spark

Context

Recommendations

Momentum Builds for the Hydrogen Economy as Hydrogen Use Cases Proliferate

  • Traditional Hydrogen Production Pathways Are Changing
  • Hydrogen Could Disrupt Many Large Industries
    • Green Hydrogen Primed to Compete on Cost
      • How Industry and Transport Can Use Green Hydrogen
      • Competing with Grey Hydrogen for Industrial End Uses
      • Pursuing Cost Parity with Gasoline
      • Displacing Bunker Fuel for Maritime Transportation
    • Green Hydrogen Could Disrupt Energy Trade and Heating
      • Replacing Electrical Transmission for Renewables
      • Displacing Natural Gas in Global Energy Trade and End Uses
    • Analyzing Green Hydrogen Opportunities
  • The Hydrogen Value Chain Is Expanding as Entrants Pile In

P2G Deployment Trends Signal Imminent Commercial Status, a Boon for Sector Interconnection

  • Hydrogen Use Cases Explained
  • Electric Use Cases Explained
  • Emerging P2G Developments Include a Clear Trend Toward Commercialization
  • Hydrogen Will Become an Increasingly Global Commodity

Utilities, Developers, and Other Stakeholders Should Seek Cross-Sector Partnerships and Opportunities

  • O&G Companies Should Employ Incumbency Advantages
  • Natural Gas Utilities Should Embrace Hydrogen as Defense Against Decarbonization Policy Impacts
  • Electric Utilities and Grid Operators Should Use Hydrogen for Grid Support and Load Growth
  • Renewables Developers and OEMs Should Embrace the Potential of P2G
  • Fuel Cell and Electrolyzer Vendors Need to Focus on Scale and Cost
  • Hydrogen Stakeholders Should Lobby for a Level Regulatory Playing Field
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