水素ハブの世界市場、2024-2031年

世界の水素ハブ市場は予測期間（2024-2031年）にCAGR 15.2％で成長すると予測されます。精製および産業部門における水素ハブの採用拡大が、世界の市場成長を支える主要因です。この成長は主に、近年の産業用途におけるモビリティのためのグリーン水素需要の高まりによるものです。国際エネルギー機関（IEA）によると、世界の水素需要は2022年に95トン（M）に達し、2021年より3.0％近く増加します。これとは別に、水素のニーズは主に工業・精製部門の従来型用途（化学薬品や天然ガスベースの直接鉄還元（DRI）など）で見られます。また、市場プレーヤーは水素ハブソリューションに多額の投資を行っており、市場の成長をさらに後押ししています。例えば、2022年6月、Air Products and Chemicals, Inc.は、ニューヨーク州マセナのグリーンフィールド・サイトで、グリーン液体水素の製造とともに、液体水素を分配・供給する35MT/日の施設を建設・所有・運営するために約5億米ドルを投資しました。

セグメント別の見通し

水素燃料電池サブセグメントが世界の水素ハブ市場で大きなシェアを占めると予想される

エンドユーザーの中では、水素燃料電池サブセグメントが世界の水素ハブ市場でかなりのシェアを占めると予想されています。このセグメントの成長は、商用車への水素燃料電池の採用が増加していることに起因しています。航続距離、燃料補給時間、ディーゼルと同様の運転方法、拡張可能なインフラといった燃料電池バスの利点に対する認識が高まっていることは、水素を燃料とする燃料電池バスの世界の商業的成功によって証明されています。それゆえ、複数の企業が、商用車セクターへの世界の対応を目指し、水素燃料電池への投資に傾いています。例えば、Ballard Power Systemsは2023年11月、欧州のソラリス・バスの動力源として62基の水素燃料電池エンジンを受注しました。同社は、燃料電池エンジンの大部分が2024年に納品されると見込んでいます。

地域別展望

世界の水素ハブ市場は、北米（米国、カナダ）、欧州（英国、イタリア、スペイン、ドイツ、フランス、その他欧州地域）、アジア太平洋地域（インド、中国、日本、韓国、その他アジア地域）、世界のその他の地域（中東とアフリカ、ラテンアメリカ）を含む地域別にさらに区分されます。なかでもアジア太平洋地域は、化石燃料への依存度が低下し、定置用および輸送用エネルギー分野での需要が増加していることから、世界全体で突出したシェアを占めると予想されます。

北米地域は水素ハブの世界市場において著しいCAGRで成長する見込み

すべての地域の中で、北米地域は予測期間中にかなりのCAGRで成長すると予測されています。この地域の成長は、大型輸送や化学、鉄鋼、セメント製造など、さまざまな脱炭素セクターや産業プロセスの採用が増加していることに起因しています。さらに、水素インフラへの政府投資が大幅に増加しており、これが地域市場の成長をさらに促進しています。例えば、米国政府は2023年10月、クリーン製造と雇用を促進する地域クリーン水素ハブを発表しました。超党派インフラ法は、国内のクリーン水素産業の発展を加速させるため、7つの地域クリーン水素センターに70億米ドルの資金を提供します。プロジェクト全体の投資額の約3分の2は、ハブにおけるグリーン製造、特に電気分解に基づく製造に充てられます。

目次

第1章 レポート概要

• 業界の現状分析と成長ポテンシャルの展望
• 調査方法とツール
• 市場内訳
  • セグメント別
  • 地域別

第2章 市場概要と洞察

• 調査範囲
• アナリストの洞察と現在の市場動向
  • 主な調査結果
  • 推奨事項
  • 結論

第3章 競合情勢

• 主要企業分析
• Air Liquide S.A.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Linde plc.
  • 会社概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Siemens AG
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• 主要戦略分析

第4章 市場セグメンテーション

• 水素ハブの世界市場：産業別
  • 自動車
  • 航空
  • 船舶
  • その他（宇宙・防衛）
• 水素ハブの世界市場：エンドユーザー別
  • 液体水素
  • 水素燃料電池

第5章 地域分析

• 北米
  • 米国
  • カナダ
• 欧州
  • 英国
  • ドイツ
  • イタリア
  • スペイン
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• 世界のその他の地域

第6章 企業プロファイル

• AFC Energy plc
• Air Products and Chemicals, Inc.
• Ballard Power Systems Inc.
• Bloom Energy Corp.
• Ceres Power Holdings plc
• Cummins Inc.
• Doosan Fuel Cell Co., Ltd.
• Engie SA
• FuelCell Energy, Inc.
• Hexagon Purus ASA
• ITM Power PLC
• McPhy Energy S.A.
• Nel ASA
• Nikola Corp.
• PLUG POWER INC.
• PowerCell Sweden AB
• Shell plc

LIST OF TABLES

• 1.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023-2031 ($ MILLION)
• 2.GLOBAL HYDROGEN HUBS FOR AUTOMOTIVE MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 3.GLOBAL HYDROGEN HUBS FOR AVIATION MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 4.GLOBAL HYDROGEN HUBS FOR MARINE MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 5.GLOBAL HYDROGEN HUBS FOR OTHER INDUSTRIES MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 6.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023-2031 ($ MILLION)
• 7.GLOBAL LIQUID HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 8.GLOBAL HYDROGEN FUEL CELL HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 9.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 10.NORTH AMERICAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 11.NORTH AMERICAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023-2031 ($ MILLION)
• 12.NORTH AMERICAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023-2031 ($ MILLION)
• 13.EUROPEAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 14.EUROPEAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023-2031 ($ MILLION)
• 15.EUROPEAN HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023-2031 ($ MILLION)
• 16.ASIA-PACIFIC HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 17.ASIA-PACIFIC HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023-2031 ($ MILLION)
• 18.ASIA-PACIFIC HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023-2031 ($ MILLION)
• 19.REST OF THE WORLD HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 20.REST OF THE WORLD HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023-2031 ($ MILLION)
• 21.REST OF THE WORLD HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023-2031 ($ MILLION)

LIST OF FIGURES

• 1.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY INDUSTRY, 2023 VS 2031 (%)
• 2.GLOBAL HYDROGEN HUBS FOR AUTOMOTIVE MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 3.GLOBAL HYDROGEN HUBS FOR AVIATION MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 4.GLOBAL HYDROGEN HUBS FOR MARINE MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 5.GLOBAL HYDROGEN HUBS FOR OTHER INDUSTRIES MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 6.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY END-USERS, 2023 VS 2031 (%)
• 7.GLOBAL LIQUID HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 8.GLOBAL HYDROGEN FUEL CELL HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 9.GLOBAL HYDROGEN HUBS MARKET RESEARCH AND ANALYSIS BY REGION, 2023 VS 2031 (%)
• 10.US HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 11.CANADA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 12.UK HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 13.FRANCE HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 14.GERMANY HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 15.ITALY HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 16.SPAIN HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 17.REST OF EUROPE HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 18.INDIA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 19.CHINA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 20.JAPAN HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 21.SOUTH KOREA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 22.REST OF ASIA-PACIFIC HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 23.LATIN AMERICA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)
• 24.THE MIDDLE EAST & AFRICA HYDROGEN HUBS MARKET SIZE, 2023-2031 ($ MILLION)

Global Hydrogen Hubs Market Size, Share & Trends Analysis Report by Industry (Automotive, Aviation, Marine, and Others), and by End-Users (Liquid Hydrogen and Hydrogen Fuel Cell), Forecast Period (2024-2031)

The global hydrogen hubs market is anticipated to grow at a CAGR of 15.2% during the forecast period (2024-2031). The growing adoption of hydrogen hubs in refining and industrial sectors is the key factor supporting the market growth globally. The growth is primarily owing to the rising demand for green hydrogen for mobility in industrial applications in recent years. According to the International Energy Agency (IEA), the global hydrogen demand reached 95 Metric Ton (M) in 2022, almost 3.0% more than in 2021. Apart from this, the need for hydrogen is mainly found in conventional applications of the industrial and refining sectors (such as chemicals and natural gas-based Direct Iron Reduction [DRI]). The market players are also investing heavily in hydrogen hub solutions that further bolsters the market growth. For instance, in June 2022, Air Products and Chemicals, Inc. invested approximately $500 million to build, own, and operate a 35 MT/ day facility to distribute and dispense liquid hydrogen along with producing green liquid hydrogen at a greenfield site in Massena, New York.

Segmental Outlook

The global hydrogen hubs market is segmented on the industry and end-users. Based on the industry, the market is sub-segmented into automotive, aviation, marine, and others (space and defense). Further, based on end-users, the market is bifurcated into liquid hydrogen and hydrogen fuel cells. Among the industry, the automotive sub-segment is anticipated to hold a considerable share of the market owing to the rise in the supply and utilization of hydrogen and hydrogen fuel cell stacks within hubs.

The Hydrogen Fuel Cell Sub-Segment is Anticipated to Hold a Considerable Share of the Global Hydrogen Hubs Market

Among the end-users, the hydrogen fuel cell sub-segment is expected to hold a considerable share of the global hydrogen hubs market. The segmental growth is attributed to the increasing adoption of hydrogen fuel cells in commercial vehicles. The increasing awareness of fuel cell bus benefits, such as range, refueling time, operational practices akin to diesel, and scalable infrastructure, is proven by the commercial success of hydrogen-powered fuel cell buses globally. Hence, several organizations are inclined towards investing in hydrogen fuel cells aiming to cater commercial vehicle sector globally. For instance, in November 2023, Ballard Power Systems ordered 62 hydrogen fuel cell engines to power Solaris buses in Europe. The company expects delivery of the majority of the fuel cell engines to occur in 2024.

Regional Outlook

The global hydrogen hubs market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia), and the Rest of the World (the Middle East & Africa, and Latin America). Among these, Asia-Pacific is anticipated to hold a prominent share of the market across the globe, owing to the reduced reliance on fossil fuels and increased demand in stationary and transportation energy sectors.

The North America Region is Expected to Grow at a Significant CAGR in the Global Hydrogen Hubs Market

Among all regions, the North American region is anticipated to grow at a considerable CAGR over the forecast period. Regional growth is attributed to the increasing adoption of different decarbonized sectors and industrial processes, such as heavy-duty transportation and chemical, steel, and cement manufacturing. Additionally, there is a significant increase in government investments in hydrogen infrastructure, which is further driving the regional market growth. For instance, in October 2023, the US Government announced regional clean hydrogen hubs to drive clean manufacturing and jobs. The Bipartisan Infrastructure Law will provide $7.0 billion in funding to seven regional clean hydrogen centers to speed the development of the domestic clean hydrogen industry. Approximately, two-thirds of the project's entire investment is dedicated to green manufacturing in the hubs, specifically production based on electrolysis.

Market Players Outlook

The major companies serving the global hydrogen hubs market include Air Liquide S.A., Air Products and Chemicals, Inc., Ballard Power Systems Inc., Linde plc., Siemens AG, and others. The market players are considerably contributing to the market growth by the adoption of various strategies including mergers and acquisitions, partnerships, collaborations, funding, and new product launches, to stay competitive in the market. For instance, in March 2022, ENEOS, Toyota, and Woven Planet collaborated to facilitate CO2-free hydrogen production and usage for Woven City and Beyond. The ENEOS hydrogen refueling station is scheduled to begin operations before the opening of Woven City in 2024-2025.

The Report Covers:

• Market value data analysis of 2023 and forecast to 2031.
• Annualized market revenues ($ million) for each market segment.
• Country-wise analysis of major geographical regions.
• Key companies operating in the global hydrogen hubs market. Based on the availability of data, information related to new product launches, and relevant news is also available in the report.
• Analysis of business strategies by identifying the key market segments positioned for strong growth in the future.
• Analysis of market-entry and market expansion strategies.
• Competitive strategies by identifying 'who-stands-where' in the market.

Table of Contents

1.Report Summary

• Current Industry Analysis and Growth Potential Outlook
• 1.1.Research Methods and Tools
• 1.2.Market Breakdown
  • 1.2.1.By Segments
  • 1.2.2.By Region

2.Market Overview and Insights

• 2.1.Scope of the Report
• 2.2.Analyst Insight & Current Market Trends
  • 2.2.1.Key Findings
  • 2.2.2.Recommendations
  • 2.2.3.Conclusion

3.Competitive Landscape

• 3.1.Key Company Analysis
• 3.2.Air Liquide S.A.
  • 3.2.1.Overview
  • 3.2.2.Financial Analysis
  • 3.2.3.SWOT Analysis
  • 3.2.4.Recent Developments
• 3.3.Linde plc.
  • 3.3.1.Overview
  • 3.3.2.Financial Analysis
  • 3.3.3.SWOT Analysis
  • 3.3.4.Recent Developments
• 3.4.Siemens AG
  • 3.4.1.Overview
  • 3.4.2.Financial Analysis
  • 3.4.3.SWOT Analysis
  • 3.4.4.Recent Developments
• 3.5.Key Strategy Analysis

4.Market Segmentation

• 4.1.Global Hydrogen Hubs Market by Industry
  • 4.1.1.Automotive
  • 4.1.2.Aviation
  • 4.1.3.Marine
  • 4.1.4.Others (Space and Defense)
• 4.2.Global Hydrogen Hubs Market by End-Users
  • 4.2.1.Liquid Hydrogen
  • 4.2.2.Hydrogen Fuel Cell

5.Regional Analysis

• 5.1.North America
  • 5.1.1.United States
  • 5.1.2.Canada
• 5.2.Europe
  • 5.2.1.UK
  • 5.2.2.Germany
  • 5.2.3.Italy
  • 5.2.4.Spain
  • 5.2.5.France
  • 5.2.6.Rest of Europe
• 5.3.Asia-Pacific
  • 5.3.1.China
  • 5.3.2.India
  • 5.3.3.Japan
  • 5.3.4.South Korea
  • 5.3.5.Rest of Asia-Pacific
• 5.4.Rest of the World

6.Company Profiles

• 6.1.AFC Energy plc
• 6.2.Air Products and Chemicals, Inc.
• 6.3.Ballard Power Systems Inc.
• 6.4.Bloom Energy Corp.
• 6.5.Ceres Power Holdings plc
• 6.6.Cummins Inc.
• 6.7.Doosan Fuel Cell Co., Ltd.
• 6.8.Engie SA
• 6.9.FuelCell Energy, Inc.
• 6.10.Hexagon Purus ASA
• 6.11.ITM Power PLC
• 6.12.McPhy Energy S.A.
• 6.13.Nel ASA
• 6.14.Nikola Corp.
• 6.15.PLUG POWER INC.
• 6.16.PowerCell Sweden AB
• 6.17.Shell plc