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この調査レポートは、世界の水素燃料の需要動向分析と関連アプリケーション (軽量自動車/バス/フォークリフト/スクーター/据置型電源)と、その供給場所を支えるインフラ投資について分析しています。また、水素インフラ産業における市場動向、技術動向、市場勢力図についての調査結果も掲載しています。市場予測は、水素の需要と供給インフラをアプリケーションと地域毎に分け、2020年までについて行っています。

主な掲載内容 (目次より抜粋)

• エグゼクティブサマリー
• 市場動向
• 技術動向
• 水素燃料の市場勢力図
• 主要関連企業
• 市場予測

Hydrogen is widely used for its chemical properties in a range of industrial applications. Fuel cells that use direct hydrogen are opening up a new business opportunity for hydrogen suppliers ? one with potentially high demand if some key markets take off. The key direct hydrogen fuel cell applications that are currently seeing traction are light duty vehicles, forklifts, buses, stationary power, and scooters. These fuel cell markets present different infrastructure buildout pathways, with varying opportunities and challenges.

There is no one clear business model for the hydrogen infrastructure market at present. Currently, the major players in hydrogen fueling are large multinationals: the industrial gas companies, and the energy and gas companies, both those that operate retail gas stations and those that provide fuels for the grid. These companies tend to favor large-scale hydrogen infrastructure options. Some smaller “independent” hydrogen suppliers that are developing and marketing smaller onsite hydrogen generator technologies could offer a more modular path to hydrogen infrastructure buildout. Yet another pathway is presented by vehicles using very small quantities of hydrogen, such as scooters. These vehicles can be fueled by small solid state hydrogen cartridges, which are readily distributed in retail outlets.

This Pike Research report analyzes the dynamics of global demand for hydrogen fuel and the infrastructure investments that will support fueling stations for fuel cell light duty vehicles, buses, forklifts, scooters, and stationary power applications. The study includes an examination of market issues, technology issues, and the competitive landscape within the hydrogen infrastructure industry. Market forecasts for hydrogen demand and fueling infrastructure, segmented by application and geography, are provided through 2020.

Key Questions Addressed:

• Which fuel cell applications will drive hydrogen demand?
• What different challenges or opportunities does each fuel cell application present?
• Who are the key players in the hydrogen fueling market and what are their roles?
• Which countries are most focused on building infrastructure for light duty fuel cell vehicles?
• What are the key technical and economic issues facing hydrogen infrastructure buildout?
• How many hydrogen stations have been built? How many are projected to be built through 2020?
• How much investment in hydrogen stations is projected through 2020?

Who needs this report?

• Industrial gas companies
• Energy and gas companies
• Fuel cell companies
• Automakers
• Enabling technology vendors
• Government agencies
• Investment community
• Industry associations and standards organizations
• Non-profit organizations and advocacy groups

Table of Contents

詳細資料は、お問い合わせフォームから請求してください。

1. Executive Summary

1.1 Introduction
1.1.1 Fuel Cell Light-Duty Vehicles
1.1.2 Fuel Cell Transit Buses
1.1.3 Fuel Cell Forklifts
1.1.4 Stationary Fuel Cells
1.2 State of Hydrogen Station Development as of 2010
1.3 Global Hydrogen Demand

2. Market Issues

2.1 The Global Hydrogen Market
2.2 Production Levels
2.3 Hydrogen Production
2.4 Distribution and Storage
2.5 Market Dynamics
2.6 Hydrogen Pricing

3. Technology Issues

3.1 Pathways for Hydrogen Fueling
3.2 Pipeline Delivery
3.3 Delivery by Truck or Trailer
3.4 On-Site Reformation
3.5 On-Site Electrolysis
3.6 Solid-State Canisters and Cartridges
3.7 Summary of Hydrogen Delivery Options

4. Competitive Landscape for Hydrogen Fueling

4.1 Introduction
4.2 Industrial Gas Companies
4.3 Energy Companies
4.4 Gas and Utility Companies
4.5 Alternative or Independent Hydrogen Providers
4.6 Summary of Significant Players in Hydrogen Fueling

5. Fuel Cell Hydrogen Markets

5.1 Direct Hydrogen Fuel Cells and Applications

5.2 Fuel Cell Light-Duty Vehicles

5.2.1 Fuel Cell LDV Market and Hydrogen Demand
5.2.2 FCV Infrastructure Issues
5.2.2.1 Onboard Hydrogen Storage Costs
5.2.2.2 Hydrogen Station Costs
5.2.2.3 Hydrogen Fuel Costs
5.2.2.4 Matching Station Production to Demand
5.2.3 Future Retail Station Buildout Models

5.3 Fuel Cell Buses

5.3.1 State of Fuel Cell Bus Market
5.3.2 Fuel Cell Bus Infrastructure Issues
5.3.2.1 Station Technology

5.4 Fuel Cell Forklifts

5.4.1 State of Fuel Cell Forklift Market
5.4.2 Warehouse Fueling Infrastructure Issues
5.4.2.1 Hydrogen Demand and Cost
5.4.2.2 Competitor Technology Infrastructure

5.5 Status of Global Hydrogen Infrastructure for Vehicles, 2008-2010

5.5.1 Current Station Rollout Models
5.5.1.1 Germany’s H2 Mobility
5.5.1.2 Scandinavian Hydrogen Highway Partnership (SHHP)
5.5.1.3 California
5.5.1.4 East Coast Hydrogen Highway
5.5.1.5 Hawaii
5.5.1.6 Japan

5.6 Bikes and Scooters

5.6.1 Infrastructure Issues

5.7 Stationary Fuel Cells

5.7.1 Level of Hydrogen Demand
5.7.2 Stationary Hydrogen Demand in 2010

5.8 Other Potential Direct Hydrogen Fuel Cell Markets

5.8.1 Portable Fuel Cells
5.8.2 Unmanned Aerial Vehicles
5.8.3 Marine

5.9 Hydrogen as Energy Storage for Intermittent Renewables

5.9.1 Business Case for Hydrogen-Based Energy Storage

6. Key Industry Players

6.1 Industrial Gas Companies

6.1.1 Air Liquide
6.1.2 Air Products
6.1.3 Linde
6.1.4 Praxair

6.2 Independent Infrastructure Developers

6.2.1 H2 Logic
6.2.2 Hydrogenics
6.2.3 ITM Power
6.2.4 Nuvera
6.2.5 Proton Onsite and SunHydro

7. Market Forecasts

7.1 Forecast Assumptions
7.2 Global Hydrogen Demand: 2010-2020
7.3 Fuel Cell Applications by Region
7.3.1 LDVs by Region: 2010-2020
7.3.2 Buses by Region: 2010-2020
7.3.3 Forklifts by Region: 2010-2020
7.3.4 Stationary UPS by Hemisphere: 2010-2020
7.3.5 Scooters by Region: 2010-2020
7.4 Station Forecasts
7.4.1 LDV and Bus Station Buildout by Region: 2010-2020
7.5 Station Investment
7.5.1 Capital Investment in Hydrogen Fueling by Region: 2010-2020
7.5.2 Breakdown of Public vs. Private Investment in Stations

8. Company Directory
9. Acronym and Abbreviation List
10. Table of Contents
11. Table of Charts and Figures
12. Scope of Study, Sources and Methodology, Notes 

List of Charts and Figures

• LDV, Bus, and Forklift Stations in Operation by Region, World Markets:  2008-2010
• Hydrogen Demand from LDVs, Buses, Forklifts, UPS, and Scooters, World Markets:  2010-2020
• FCV (Light-Duty Car and Truck) Adoption by Region, World Markets:  2010-2020
• FC Transit Buses by Region, World Markets:  2010-2020
• FC Hydrogen Forklifts by Region, World Markets:  2010-2020
• LDV, Bus, and Forklift Stations in Operation by Region, World Markets:  2008-2010
• Stationary Fuel Cell Deployments by Fuel:  2010
• Hydrogen Demand from LDVs, Buses, Forklifts, UPS, and Scooters by Region, World Markets:  2010-2020
• Percentage of Global Hydrogen Demand from LDVs, Buses, Forklifts, UPS, and Scooters by Region, World Markets:  2010-2020
• Hydrogen Demand by Application, World Markets:  2010-2020
• Percentage of Hydrogen Demand by Application, World Markets:  2010-2020
• LDV Hydrogen Demand by Region, World Markets:  2010-2020
• Bus Hydrogen Demand by Region, World Markets:  2010-2020
• Forklift Hydrogen Demand by Region, World Markets:  2010-2020
• Stationary UPS Hydrogen Demand by Hemisphere, World Markets:  2010-2020
• Scooter Hydrogen Demand by Region, World Markets:   2010-2020
• LDV, Bus, and Forklift Stations in Operation by Region, World Markets:  2010-2020
• Investment in LDV, Bus, and Forklift Stations by Region, World Markets:  2010-2020
• Public vs. Private Investment in LDV, Bus, and Forklift Stations, World Markets:  2010-2020
• Hydrogen Production, World Markets:  2005-2010
• Worldwide Hydrogen Production by U.S. and Non-U.S:   2005-2010
• Map of U.S. Industrial Hydrogen Production Facilities:  2006
• Estimated North American Merchant Liquid and Compressed Gas Hydrogen Production Capacity by Manufacturer
• Estimated European Merchant Liquid and Compressed Gas Hydrogen Production Capacity by Manufacturer
• Hydrogen Fueling Pathways
• Schematic of Steam Methane Reforming to Produce Hydrogen
• PEM Fuel Cell Schematic
• Vehicle Duty-Cycle Matrix
• Relative Volume Needed for Hydrogen Storage to Achieve > 300-Mile Range
• General Motors’ Comparison of Diesel, Hydrogen, and Batteries
• Levelized Cost of Hydrogen Using Seven Pathways:  2009
• Germany’s Potential Hydrogen Stations Rollout:  2011 and 2020
• Scandinavia 2015 Vision
• California Hydrogen Stations in 2011
• Reasons for Blackouts in the United States
• Hydrogen Required to Fuel UAVs for a Single Remote Monitoring Station

List of Tables

2020年までに5200以上の水素スタンドが稼働

2011年7月19日
水素は、その化学的特性から、幅広い産業用途で使用されている。水素を直接利用する燃料電池は、水素サプライヤに新しいビジネスチャンスをもたらそうとしており、大きな需要の可能性のある主要市場が間もなく始まろうとしている。現在注目を集めている直接水素燃料の重要な用途は、軽量自動車、フォークリフト、バス、据置電源、スクーターなどである。これらの燃料電池市場はそれぞれのインフラ構築が必要となり、市場機会や課題もさまざまである。

米国の環境エネルギーなどの地球環境保護に関するクリーン技術関連市場の専門調査会社パイクリサーチ社の調査レポート「世界の水素インフラ市場分析と需要予測:主要アプリケーション (燃料電池自動車/バス/フォークリフト/スクータ/据置型電源)対応の水素燃料と供給インフラ ー Hydrogen Infrastructure:Market Analysis and Global Demand Forecasts for Hydrogen Fuel and Fueling Infrastructure to Support Fuel Cell Cars, Buses, Forklifts, Scooters, and Stationary Power」は、インフラ投資の結果、自動車、バス、フォークリフト用の水素燃料を供給するステーションは、2010-2020年に世界で200から5200以上に増加するだろうと報告している。2020年には水素インフラへの投資額は16億ドルに達し、累計投資額は84億ドルになるだろう。燃料としての水素の利用も増加し、年間需要量は2010-2020年に、約77万5千キログラムから4億1800万キログラムになるだろう。

「現在のところ、水素インフラの市場には明確なビジネスモデルはない。現在、水素燃料の主要企業は、産業向けのガス企業やエネルギー＆ガス企業などの大きな多国籍企業であり、小売りのガソリンスタンドの運営やグリッド向けの燃料供給を行っている。これらの企業が大規模な水素インフラを提供するだろう」とパイクリサーチ社のシニアアナリストLisa Jerram氏は語る。

小規模の独立系の水素サプライヤもあり、より小規模のオンサイトの水素製造技術でより容易に水素インフラを構築するべく、開発とマーケティングを進めている。また、スクーターのように非常に少量の利用もありうる。このような場合、既に小売りしているような、小さいソリッドステートの水素カートリッジで利用できる。

パイクリサーチ社は、2020年までの水素燃料需要の最大の促進分野はフォークリフトで、全体の36％を占めるだろうと報告している。続いて軽量自動車の33％、無停止電源装置(USP)の据置電池27％だろう。バスやスクーターは、水素需要全体に占める割合は小さいだろう。

この調査レポートは、世界の水素燃料の需要と、軽量自動車、バス、フォークリフト、スクーター、据置電源への水素供給ステーションのための水素インフラへの投資の動向を分析している。調査レポートは、水素インフラ産業の市場の問題、技術の問題、市場勢力図を描き出している。2020年までの水素の需要と供給インフラの市場予測を用途毎、地域毎に提供している。

[プレスリリース原文]
More than 5,200 Hydrogen Fueling Stations to be Operational by 2020