Emerging Cross-Sector Opportunities in the Hydrogen Economy
新しい水素エコノミーの横断的なビジネスチャンス
米国調査会社ナビガントリサーチ(Navigant Research)の調査レポート 「新しい水素エコノミーの横断的なビジネスチャンス」 は、新しい水素エネルギーとビジネスケースを促進する相互接続について分析して... もっと見る
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Summary
米国調査会社ナビガントリサーチ(Navigant Research)の調査レポート「新しい水素エコノミーの横断的なビジネスチャンス」は、新しい水素エネルギーとビジネスケースを促進する相互接続について分析している。水素エネルギーによって破壊的な変化をおこす市場、水素エネルギーのバリューチェーンと市場で活動している200社以上の企業のポジショニング、既存もしくは計画中の70以上のパワーツーガス(P2G)計画の利用ケース毎の概説といった3つの分野について記載している。水素エネルギーの利害関係者のいくつかの層に対する助言も記載している。産業用ガス企業、交通運輸関連企業、電気分解や燃料電池企業などについても論じている。
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
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What new cross-sector opportunities exist in the emerging hydrogen economy?
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What energy end uses may be disrupted by hydrogen?
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What types of companies are becoming active in hydrogen, and why?
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What are the use cases of power-to-gas (P2G) projects, and which will be more important in the future?
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How should my company react to the hydrogen economy?
Who Needs This Report
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Electric utilities
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Natural gas utilities
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Oil & gas companies
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Renewables developers
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Fuel cell vendors
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Electrolyzer vendors
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Vehicle OEMs
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Investor community
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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
List of Charts and Figures
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Cost of Energy and Market Size, Select Markets: 2018
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Hydrogen Value Chain Segments and Players
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Membership in Eight Major Hydrogen Associations by Segment
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Cumulative P2G Use Cases, Operating and Announced Projects, World Markets: 2011-2020
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Selected Renewable Hydrogen Export Schemes, Feasibility Study Status, or Operating Schemes: 2019
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