¼¼°èÀÇ ºí·ç ¼ö¼Ò ½ÃÀå
Blue Hydrogen
»óǰÄÚµå : 1567966
¸®¼­Ä¡»ç : Global Industry Analysts, Inc.
¹ßÇàÀÏ : 2024³â 10¿ù
ÆäÀÌÁö Á¤º¸ : ¿µ¹® 274 Pages
 ¶óÀ̼±½º & °¡°Ý (ºÎ°¡¼¼ º°µµ)
US $ 5,850 £Ü 8,464,000
PDF (Single User License) help
PDF º¸°í¼­¸¦ 1¸í¸¸ ÀÌ¿ëÇÒ ¼ö ÀÖ´Â ¶óÀ̼±½ºÀÔ´Ï´Ù. Àμâ´Â °¡´ÉÇϸç Àμ⹰ÀÇ ÀÌ¿ë ¹üÀ§´Â PDF ÀÌ¿ë ¹üÀ§¿Í µ¿ÀÏÇÕ´Ï´Ù.
US $ 17,550 £Ü 25,393,000
PDF (Global License to Company and its Fully-owned Subsidiaries) help
PDF º¸°í¼­¸¦ µ¿ÀÏ ±â¾÷ÀÇ ¸ðµç ºÐÀÌ ÀÌ¿ëÇÒ ¼ö ÀÖ´Â ¶óÀ̼±½ºÀÔ´Ï´Ù. Àμâ´Â °¡´ÉÇϸç Àμ⹰ÀÇ ÀÌ¿ë ¹üÀ§´Â PDF ÀÌ¿ë ¹üÀ§¿Í µ¿ÀÏÇÕ´Ï´Ù.


Çѱ۸ñÂ÷

ºí·ç ¼ö¼Ò ¼¼°è ½ÃÀå 2030³â±îÁö 388¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î Àü¸Á

2023³â 172¾ï ´Þ·¯·Î ÃßÁ¤µÇ´Â ºí·ç ¼ö¼Ò ¼¼°è ½ÃÀåÀº 2023-2030³â ºÐ¼® ±â°£ µ¿¾È ¿¬Æò±Õ 12.3% ¼ºÀåÇÏ¿© 2030³â¿¡´Â 388¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. ÀÌ º¸°í¼­¿¡¼­ ºÐ¼®ÇÑ ºÎ¹® Áß ÇϳªÀÎ ½ºÆÀ ¸Þź °³Áú ±â¼úÀº CAGR 12.9%¸¦ ±â·ÏÇÏ¿© ºÐ¼® ±â°£ Á¾·á ½ÃÁ¡¿¡ 207¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. °¡½º ºÎºÐ »êÈ­ ±â¼ú ºÎ¹®ÀÇ ¼ºÀå·üÀº ºÐ¼® ±â°£ µ¿¾È CAGR 11.9%·Î ÃßÁ¤µË´Ï´Ù.

¹Ì±¹ ½ÃÀå 47¾ï ´Þ·¯·Î ÃßÁ¤, Áß±¹Àº CAGR 16.7%·Î ¼ºÀå Àü¸Á

¹Ì±¹ÀÇ ºí·ç ¼ö¼Ò ½ÃÀåÀº 2023³â 47¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ÃßÁ¤µË´Ï´Ù. ¼¼°è 2À§ÀÇ °æÁ¦ ´ë±¹ÀÎ Áß±¹Àº 2030³â±îÁö 85¾ï ´Þ·¯ÀÇ ½ÃÀå ±Ô¸ð¿¡ µµ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµÇ¸ç, 2023-2030³â ºÐ¼® ±â°£ µ¿¾È 16.7%ÀÇ CAGRÀ» ±â·ÏÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. ´Ù¸¥ ÁÖ¸ñÇÒ ¸¸ÇÑ Áö¿ª ½ÃÀåÀ¸·Î´Â ÀϺ»°ú ij³ª´Ù°¡ ÀÖÀ¸¸ç, ºÐ¼® ±â°£ µ¿¾È °¢°¢ 9.2%¿Í 10.8%ÀÇ CAGRÀ» ±â·ÏÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. À¯·´¿¡¼­´Â µ¶ÀÏÀÌ ¾à 9.8%ÀÇ CAGR·Î ¼ºÀåÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù.

¼¼°è ºí·ç ¼ö¼Ò ½ÃÀå - ÁÖ¿ä µ¿Çâ ¹× ÃËÁø¿äÀÎ ¿ä¾à

ûÁ¤¿¡³ÊÁöÀÇ ¹Ì·¡·Î ºí·ç ¼ö¼Ò¸¦ ²Å´Â ÀÌÀ¯´Â ¹«¾ùÀϱî?

ºí·ç ¼ö¼Ò´Â Áõ±â ¸Þź °³Áú(SMR) ¶Ç´Â ÀÚ°¡ ¿­ °³Áú(ATR)·Î ¾Ë·ÁÁø °øÁ¤À» ÅëÇØ õ¿¬°¡½º¸¦ »ç¿ëÇϰí ź¼Ò ȸ¼ö, ÀÌ¿ë ¹× ÀúÀå(CCUS) ±â¼ú°ú °áÇÕÇÏ¿© »ý»êµÇ´Â ¼ö¼Ò ¿¬·áÀÇ ÀÏÁ¾ÀÔ´Ï´Ù. µû¶ó¼­ ź¼Ò ¹èÃâÀ» Æ÷ÁýÇÏÁö ¾Ê°í »ý»êµÇ´Â ȸ»ö ¼ö¼Ò³ª Àç»ý °¡´ÉÇÑ ¿¡³ÊÁö¿øÀ» »ç¿ëÇÏ¿© ¹°À» Àü±âºÐÇØÇÏ¿© ¾ò´Â ³ì»ö ¼ö¼Ò¿Í °°Àº ´Ù¸¥ ÇüÅÂÀÇ ¼ö¼Ò¿Í Â÷º°È­µË´Ï´Ù. ºí·ç ¼ö¼ÒÀÇ ÁÖ¿ä Â÷º°È­ ¿ä¼Ò´Â Á¦Á¶ ¹æ½Ä¿¡ ÀÖ½À´Ï´Ù. °³Áú °úÁ¤¿¡¼­ ¹ß»ýÇÏ´Â CO2¸¦ ȸ¼öÇÏ¿© ÁöÇÏ¿¡ ÀúÀåÇϰųª »ê¾÷¿ëÀ¸·Î Ȱ¿ëÇϱ⠶§¹®¿¡ ±âÁ¸ ¹æ½Ä¿¡ ºñÇØ ȯ°æ ¹ßÀÚ±¹À» Å©°Ô ÁÙÀÏ ¼ö ÀÖ½À´Ï´Ù. ºí·ç ¼ö¼Ò´Â ¿ÏÀüÈ÷ ź¼Ò°¡ ¾ø´Â °ÍÀº ¾Æ´ÏÁö¸¸, ±âÁ¸ÀÇ È­¼®¿¬·á¸¦ ÀÌ¿ëÇÑ ¼ö¼Ò »ý»ê ¹æ½Ä¿¡ ºñÇØ Å©°Ô °³¼±µÈ ¹æ½ÄÀÔ´Ï´Ù. ºí·ç ¼ö¼Ò´Â ¿À´Ã³¯ÀÇ È­¼®¿¬·á¿¡ ÀÇÁ¸ÇÏ´Â ¿¡³ÊÁö ½Ã½ºÅÛ°ú Àç»ý¿¡³ÊÁö°¡ ÁÖ·ù°¡ µÉ ¹Ì·¡ »çÀÌÀÇ °£±ØÀ» ¸Þ¿ì´Â °úµµ±âÀû ±â¼ú·Î ÀÛ¿ëÇÒ ¼ö ÀÖ½À´Ï´Ù. ±âÁ¸ õ¿¬°¡½º ÀÎÇÁ¶ó¿ÍÀÇ È£È¯¼º ¹× ´ë±Ô¸ð ¼ö¼Ò »ý»ê Áö¿ø ´É·ÂÀº ´Ü±â ¹× Áß±âÀûÀ¸·Î ¿Â½Ç °¡½º ¹èÃâÀ» ÁÙÀÌ·Á´Â »ê¾÷°è¿Í Á¤ºÎ¿¡ ¸Å·ÂÀûÀÎ ´ë¾ÈÀÌ µÉ ¼ö ÀÖ½À´Ï´Ù.

ºí·ç ¼ö¼Ò´Â ´Ù¾çÇÑ »ê¾÷¿¡¼­ ¾î¶² ¿ªÇÒÀ» Çϰí Àִ°¡?

ºí·ç ¼ö¼Ò´Â ûÁ¤ ¿¬·áÀÏ »Ó¸¸ ¾Æ´Ï¶ó ¿¡³ÊÁö ÀüȯÀÇ Áß¿äÇÑ ÁÖü·Î ºÎ»óÇϰí ÀÖ½À´Ï´Ù. ¹ßÀü, ¿î¼Û, »ê¾÷ »ý»ê, ÁÖÅà ³­¹æ µî ´Ù¾çÇÑ ºÐ¾ß¿¡¼­ Á¡Á¡ ´õ ¸¹ÀÌ È°¿ëµÇ°í ÀÖ½À´Ï´Ù. ¹ßÀü ºÐ¾ß¿¡¼­ ºí·ç ¼ö¼Ò´Â õ¿¬°¡½º ¿ø·áÀÇ ÀϺθ¦ ´ëüÇÏ¿© õ¿¬°¡½º ¹ßÀü¼Ò¸¦ Żź¼ÒÈ­ÇÏ¿© CO2 ¹èÃâ·®À» ÁÙÀÏ ¼ö ÀÖ½À´Ï´Ù. ÀÌ´Â ¿¡³ÊÁö ½Ã½ºÅÛÀ» Àü¸éÀûÀ¸·Î Àç°ËÅäÇÏÁö ¾Ê°íµµ ź¼Ò ¹èÃâ·®À» ÁÙÀ̰íÀÚ ÇÏ´Â °¡½º ÀÎÇÁ¶ó°¡ Àß ±¸ÃàµÈ Áö¿ª¿¡ ƯÈ÷ ÀûÇÕÇÕ´Ï´Ù. ¿î¼Û »ê¾÷¿¡¼­ ºí·ç ¼ö¼Ò´Â ¿¬·áÀüÁö Àü±âÀÚµ¿Â÷(FCEV)ÀÇ ¿¬·á·Î »ç¿ëµÇ°í ÀÖÀ¸¸ç, ƯÈ÷ ¹ö½º, Æ®·°, ±âÂ÷ µî ´ëÇü Â÷·®¿¡¼­ ¹èÅ͸® ±â¼ú·Î´Â ÁÖÇà°Å¸®¿Í ¹«°ÔÀÇ ÇѰ谡 ÀÖ½À´Ï´Ù. ºí·ç ¼ö¼ÒÀÇ ³ôÀº ¿¡³ÊÁö ¹Ðµµ¿Í ºü¸¥ ¿¬·á º¸±Þ ´É·ÂÀº ÀÌ·¯ÇÑ ºÐ¾ß¿¡¼­ º¸´Ù ½Ç¿ëÀûÀÎ ¼±ÅÃÀÌ µÇ°í ÀÖ½À´Ï´Ù. ¶ÇÇÑ, È­ÇÐ ¹× »ê¾÷ Á¦Á¶ »ê¾÷Àº ¾Ï¸ð´Ï¾Æ »ý»ê, Á¤Á¦, Á¦Ã¶ µîÀÇ °øÁ¤¿¡¼­ ºí·ç ¼ö¼Ò¸¦ Ȱ¿ëÇϰí ÀÖÀ¸¸ç, ûÁ¤ ¼ö¼Ò¸¦ »ç¿ëÇϸé CO2 ¹èÃâ·®À» Å©°Ô ÁÙÀÏ ¼ö ÀÖ½À´Ï´Ù. ¶ÇÇÑ, ºí·ç ¼ö¼Ò´Â õ¿¬°¡½º¿Í È¥ÇÕÇϰųª ¼ø¼ö ¼ö¼Ò º¸ÀÏ·¯¿¡¼­ ¼ø¼öÇÑ ÇüÅ·Π»ç¿ëÇÔÀ¸·Î½á ´õ ±ú²ýÇÑ ³­¹æ ¼Ö·ç¼ÇÀ¸·Î ´Ü°èÀûÀ¸·Î ÀüȯÇÒ ¼ö ÀÖÀ¸¸ç, ÁÖ°Å ¹× »ó¾÷¿ë °Ç¹° ³­¹æÀ» À§ÇÑ ´ë¾ÈÀ¸·Î °ËÅäµÇ°í ÀÖ½À´Ï´Ù. ´ÙÀç´Ù´ÉÇϰí È®Àå °¡´ÉÇÑ ¿¡³ÊÁö ¿î¹Ýü·Î¼­, ºí·ç ¼ö¼Ò´Â Á÷Á¢ Àü±âÈ­°¡ ºÒ°¡´ÉÇϰųª ºñ¿ë È¿À²¼ºÀÌ ³·Àº ºÐ¾ß¿¡¼­ Å« ÀáÀç·ÂÀ» °¡Áö°í ÀÖ½À´Ï´Ù.

ºí·ç ¼ö¼Ò°¡ Á÷¸éÇÑ È¯°æÀû, °æÁ¦Àû °úÁ¦´Â ¹«¾ùÀΰ¡?

ºí·ç ¼ö¼Ò´Â ±× °¡´É¼º¿¡µµ ºÒ±¸Çϰí ȯ°æÀû, °æÁ¦Àû Ãø¸é¿¡¼­ ¹®Á¦°¡ ¾ø´Â °ÍÀº ¾Æ´Õ´Ï´Ù. ºí·ç ¼ö¼Ò¿¡ ´ëÇÑ ÁÖ¿ä ºñÆÇ Áß Çϳª´Â ź¼Ò ȸ¼ö¸¦ ÅëÇØ CO2 ¹èÃâ·®À» Å©°Ô ÁÙÀÏ ¼ö ÀÖÁö¸¸, ¿ÏÀüÈ÷ Á¦·ÎÈ­ÇÒ ¼ö´Â ¾ø´Ù´Â °ÍÀÔ´Ï´Ù. ÀϹÝÀûÀ¸·Î ȸ¼öÀ²Àº 60-90% Á¤µµÀ̸ç, ±âÈĺ¯È­¸¦ À¯¹ßÇÏ´Â ¹èÃâÀÌ ¿©ÀüÈ÷ ³²¾ÆÀÖ½À´Ï´Ù. ¶ÇÇÑ, õ¿¬°¡½º ä±¼ ¹× ¿î¼Û¿¡ µû¸¥ ¾÷½ºÆ®¸² ¸Þź ´©ÃâÀº ºí·ç ¼ö¼ÒÀÇ È¯°æÀû ÀÌÁ¡À» ÈѼÕÇÒ ¼ö ÀÖ½À´Ï´Ù. ¸ÞźÀº ÀÌ»êȭź¼Òº¸´Ù ÈξÀ ³ôÀº Áö±¸ ¿Â³­È­ Áö¼ö¸¦ °¡Áø °­·ÂÇÑ ¿Â½Ç°¡½ºÀ̱⠶§¹®ÀÔ´Ï´Ù. ÀÌ ¶§¹®¿¡ ºí·ç ¼ö¼Ò°¡ ±×¸°¼ö¼Ò¿Í °°Àº ´õ Áö¼Ó°¡´ÉÇÑ ´ë¾ÈÀ¸·ÎºÎÅÍ ´«À» µ¹¸®´Â 'ȯ°æ ¼¼³ú' ¼Ö·ç¼ÇÀ¸·Î ÀÛ¿ëÇÒ ¼ö ÀÖ´Ù´Â ¿ì·Á°¡ ÀÖ½À´Ï´Ù. °æÁ¦ÀûÀÎ Ãø¸é¿¡¼­ º¼ ¶§, ºí·ç ¼ö¼Ò ±â¼úÀÇ º¸±ÞÀ» À§Çؼ­´Â ź¼Ò Æ÷Áý ¹× ÀúÀå(CCS) ÀÎÇÁ¶ó¿¡ ´ëÇÑ ¸·´ëÇÑ ÅõÀÚ°¡ ÇÊ¿äÇϸç, ÀÌ´Â ¾öû³­ ºñ¿ëÀÌ ¼Ò¿äµÉ ¼ö ÀÖ½À´Ï´Ù. Áö¿ª Àü·Â °¡°ÝÀ̳ª ź¼Ò¼¼ ±ÔÁ¦¿¡ µû¶ó Àç»ý¿¡³ÊÁö ±â¹ÝÀÇ ±×¸°¼ö¼Òº¸´Ù °æÀï·ÂÀÌ ¶³¾îÁú ¼ö ÀÖ½À´Ï´Ù. ¶ÇÇÑ, CO2 ´©Ãâ À§Çè°ú ÅäÁö À̿뿡 ´ëÇÑ ¿ì·Á·Î ÀÎÇØ CCS ÇÁ·ÎÁ§Æ®¿¡ ¹Ý´ëÇÏ´Â ¿©·ÐÀÌ ÇÁ·ÎÁ§Æ® °³¹ßÀ» Áö¿¬½ÃŰ°Å³ª ÁÂÀý½Ãų ¼öµµ ÀÖ½À´Ï´Ù. ÀÌó·³ ºí·ç ¼ö¼Ò´Â ´Ü±âÀûÀ¸·Î »ê¾÷ Żź¼ÒÈ­¸¦ À§ÇÑ ½ÇÇà °¡´ÉÇÑ ¼Ö·ç¼ÇÀÌÁö¸¸, Àå±âÀûÀÎ Áö¼Ó°¡´É¼ºÀº ÀÌ·¯ÇÑ È¯°æÀû, °æÁ¦Àû ¹®Á¦¸¦ ÇØ°áÇÏ°í µµÀÔ¿¡ ´ëÇÑ Àμ¾Æ¼ºê¸¦ Á¦°øÇÏ´Â Á¤Ã¥Àû ÇÁ·¹ÀÓ¿öÅ©¿¡ ´Þ·ÁÀÖ½À´Ï´Ù.

ºí·ç ¼ö¼Ò ½ÃÀåÀÇ ÁÖ¿ä ¼ºÀå ÃËÁø¿äÀÎÀº?

ºí·ç ¼ö¼Ò ½ÃÀåÀÇ ¼ºÀåÀº Á¤ºÎÀÇ Á¤Ã¥Àû Áö¿ø°ú »ê¾÷°èÀÇ Å»Åº¼ÒÈ­ ¸ñÇ¥ µî ¿©·¯ °¡Áö ¿äÀο¡ ÀÇÇØ ÁÖµµµÇ°í ÀÖ½À´Ï´Ù. ƯÈ÷ À¯·´°ú ºÏ¹ÌÀÇ ¸¹Àº Á¤ºÎµéÀº ÆÄ¸® ÇùÁ¤¿¡ µû¸¥ ±âÈÄ º¯È­ °ø¾àÀ» ´Þ¼ºÇϱâ À§ÇÑ ±¤¹üÀ§ÇÑ Àü·«ÀÇ ÀÏȯÀ¸·Î Àúź¼Ò ¼ö¼ÒÀÇ Ã¤ÅÃÀ» ÃËÁøÇÏ´Â Á¤Ã¥°ú ÀçÁ¤Àû Àμ¾Æ¼ºê¸¦ Á¦°øÇϰí ÀÖ½À´Ï´Ù. ¿¹¸¦ µé¾î, À¯·´¿¬ÇÕ(EU)ÀÇ ¼ö¼Ò Àü·«Àº ±×¸°¼ö¼Ò°¡ º¸±ÞµÇ±â Àü °úµµ±âÀû ±â¼ú·Î ºí·ç ¼ö¼Ò¸¦ ¸í½ÃÀûÀ¸·Î ÁöÁöÇϰí ÀÖ½À´Ï´Ù. ¹Ì±¹¿¡¼­´Â ÀÎÇÁ¶ó ÅõÀÚ ¹× ÀÏÀÚ¸®¹ý(Infrastructure Investment and Jobs Act)°ú ´Ù¸¥ ¿¬¹æ ÇÁ·Î±×·¥µéÀÌ ¼ö¼Ò ÇÁ·ÎÁ§Æ®¿¡ ¸¹Àº ÀÚ±ÝÀ» ÇÒ´çÇϰí ÀÖÀ¸¸ç, ƯÈ÷ ±âÁ¸ õ¿¬°¡½º ÀÚ¿øÀ» Ȱ¿ëÇϱâ À§ÇØ ºí·ç ¼ö¼Ò¿¡ ÃÊÁ¡À» ¸ÂÃß°í ÀÖ½À´Ï´Ù. ¶Ç ´Ù¸¥ Áß¿äÇÑ µ¿·ÂÀº Á¦Ã¶, Á¦·Ã, È­ÇÐ »ý»ê°ú °°Àº °í¹èÃâ °øÁ¤ÀÇ Å»Åº¼ÒÈ­¸¦ ÃßÁøÇÏ´Â »ê¾÷ ºÎ¹®À̸ç, ºí·ç ¼ö¼Ò´Â ±âÁ¸ ¿î¿µÀ» Àü¸éÀûÀ¸·Î Àç°ËÅäÇÏÁö ¾Ê°íµµ CO2 ¹èÃâ·®À» ÁÙÀÏ ¼ö ÀÖ´Â ½ÇÇö °¡´ÉÇÑ °æ·Î¸¦ Á¦°øÇÕ´Ï´Ù. ¶ÇÇÑ, ¿î¼Û ºÐ¾ß¿¡¼­´Â ºí·ç ¼ö¼ÒÀÇ ³ôÀº ¿¡³ÊÁö ¹Ðµµ¿Í Àå°Å¸® ¿î¼Û¿¡ ÀûÇÕÇÑ Æ¯¼ºÀ¸·Î ÀÎÇØ ´ëÇü ¿î¼Û¿ë µðÁ©À» ´ëüÇÒ ¼ö ÀÖ´Â È¿°úÀûÀÎ ¼ö´ÜÀ¸·Î ºí·ç ¼ö¼Ò¿¡ ´ëÇÑ °ü½ÉÀÌ ³ô¾ÆÁö°í ÀÖ½À´Ï´Ù. ¶ÇÇÑ, ºí·ç ¼ö¼Ò´Â ¼ö¼Ò ¿¬¼Ò ÅͺóÀ» ÅëÇØ Àü·Â¸Á¿¡ ÅëÇյǾî ÁÖÅà ³­¹æ¿ë °¡½º È¥ÇÕ¿¡ »ç¿ëµÇ¸é¼­ ½ÃÀå ÀáÀç·ÂÀÌ È®´ëµÇ°í ÀÖ½À´Ï´Ù. ƯÈ÷ õ¿¬°¡½º ¼öÀÔ¿¡ ÀÇÁ¸ÇÏ´Â Áö¿ª¿¡¼­´Â ¿¡³ÊÁö ¾Èº¸¿¡ ´ëÇÑ °ü½ÉÀÌ ³ô¾ÆÁö¸é¼­ ¿¡³ÊÁö ÀÚ¿øÀ» ´Ù¾çÈ­ÇÏ°í ¿¡³ÊÁö ³»¼ºÀ» °­È­Çϱâ À§ÇÑ ¼ö´ÜÀ¸·Î ºí·ç ¼ö¼Ò¿¡ ´ëÇÑ °ü½Éµµ ³ô¾ÆÁö°í ÀÖ½À´Ï´Ù. ¸¶Áö¸·À¸·Î, CCUS ±â¼úÀÇ ¹ßÀü°ú ¿©·¯ »ê¾÷ÀÌ CO2 ¿î¼Û ¹× ÀúÀå ÀÎÇÁ¶ó¸¦ °øÀ¯ÇÏ´Â ¼ö¼Ò Ŭ·¯½ºÅÍÀÇ °³¹ßÀº ºí·ç ¼ö¼Ò¸¦ °æÁ¦ÀûÀ¸·Î ¸Å·ÂÀûÀ¸·Î ¸¸µé¾î ÅõÀÚ¸¦ ÃËÁøÇÏ°í »ý»ê´É·ÂÀ» È®ÀåÇϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ Ãß¼¼¿¡ ÈûÀÔ¾î ÇâÈÄ ¸î ³â µ¿¾È ºí·ç ¼ö¼Ò ½ÃÀåÀº ºü¸£°Ô ¼ºÀåÇÏ¿© ¼¼°è ¿¡³ÊÁö ÀüȯÀÇ ÇÙ½ÉÀ¸·Î ÀÚ¸®¸Å±èÇÒ °ÍÀÔ´Ï´Ù.

Á¶»ç ´ë»ó ±â¾÷ ¿¹½Ã(ÃÑ 34°Ç)

¸ñÂ÷

Á¦1Àå Á¶»ç ¹æ¹ý

Á¦2Àå ÁÖ¿ä ¿ä¾à

Á¦3Àå ½ÃÀå ºÐ¼®

Á¦4Àå °æÀï

ksm
¿µ¹® ¸ñÂ÷

¿µ¹®¸ñÂ÷

Global Blue Hydrogen Market to Reach US$38.8 Billion by 2030

The global market for Blue Hydrogen estimated at US$17.2 Billion in the year 2023, is expected to reach US$38.8 Billion by 2030, growing at a CAGR of 12.3% over the analysis period 2023-2030. Steam Methane Reforming Technology, one of the segments analyzed in the report, is expected to record a 12.9% CAGR and reach US$20.7 Billion by the end of the analysis period. Growth in the Gas Partial Oxidation Technology segment is estimated at 11.9% CAGR over the analysis period.

The U.S. Market is Estimated at US$4.7 Billion While China is Forecast to Grow at 16.7% CAGR

The Blue Hydrogen market in the U.S. is estimated at US$4.7 Billion in the year 2023. China, the world's second largest economy, is forecast to reach a projected market size of US$8.5 Billion by the year 2030 trailing a CAGR of 16.7% over the analysis period 2023-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 9.2% and 10.8% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 9.8% CAGR.

Global Blue Hydrogen Market - Key Trends and Drivers Summarized

Why Is Blue Hydrogen Positioned as the Future of Clean Energy?

Blue hydrogen is a type of hydrogen fuel that is produced using natural gas through a process known as Steam Methane Reforming (SMR) or Auto-Thermal Reforming (ATR), coupled with Carbon Capture, Utilization, and Storage (CCUS) technology. This makes it distinct from other forms of hydrogen, such as grey hydrogen, which is produced without capturing carbon emissions, and green hydrogen, which is derived through the electrolysis of water using renewable energy sources. The key differentiator of blue hydrogen lies in its method of production: the CO2 generated during the reforming process is captured and either stored underground or utilized in industrial applications, thereby significantly reducing its environmental footprint compared to traditional methods. Although blue hydrogen is not entirely carbon-free, it represents a substantial improvement over conventional fossil fuel-based hydrogen production. Blue hydrogen serves as a transitional technology, bridging the gap between today’s fossil-fuel-dependent energy systems and a future dominated by renewable energy sources. Its compatibility with existing natural gas infrastructure and its ability to support large-scale hydrogen production make it an attractive option for industries and governments aiming to reduce greenhouse gas emissions in the short to medium term.

What Role Does Blue Hydrogen Play Across Various Industries?

Blue hydrogen is emerging as a pivotal player in the energy transition, with its applications extending far beyond just serving as a clean fuel. It is increasingly being utilized in various sectors such as power generation, transportation, industrial manufacturing, and even residential heating. In the power generation sector, blue hydrogen can be used to decarbonize natural gas power plants by replacing a portion of the natural gas feedstock, thereby reducing overall CO2 emissions. This is particularly relevant for regions with established gas infrastructure that are seeking to lower their carbon footprint without a complete overhaul of their energy systems. In the transportation industry, blue hydrogen is being adopted as a fuel for fuel-cell electric vehicles (FCEVs), particularly in heavy-duty applications such as buses, trucks, and trains, where battery technology faces limitations in terms of range and weight. Blue hydrogen’s high energy density and rapid refueling capability make it a more practical choice for these sectors. The chemical and industrial manufacturing industries are also leveraging blue hydrogen for processes such as ammonia production, refining, and steelmaking, where the use of clean hydrogen can drastically cut CO2 emissions. Moreover, blue hydrogen is being explored as an option for residential and commercial heating, either by blending it with natural gas or using it in pure form in hydrogen-ready boilers, thereby enabling a gradual transition to cleaner heating solutions. As a versatile and scalable energy carrier, blue hydrogen holds significant promise in sectors where direct electrification is not feasible or cost-effective.

What Environmental and Economic Challenges Does Blue Hydrogen Face?

Despite its potential, blue hydrogen is not without its challenges, both from an environmental and an economic standpoint. One of the primary criticisms against blue hydrogen is that while carbon capture can significantly reduce CO2 emissions, it does not entirely eliminate them. Typically, the capture rates range from 60% to 90%, leaving some residual emissions that still contribute to climate change. Furthermore, the upstream methane leakage associated with natural gas extraction and transportation can undermine the environmental benefits of blue hydrogen, as methane is a potent greenhouse gas with a global warming potential much higher than CO2. This has led to concerns that blue hydrogen might serve as a “greenwashed” solution that distracts from more sustainable alternatives like green hydrogen. From an economic perspective, the deployment of blue hydrogen technology requires substantial investments in carbon capture and storage (CCS) infrastructure, which can be prohibitively expensive. The cost of capturing, compressing, and storing CO2 adds significantly to the production costs, making blue hydrogen currently more expensive than grey hydrogen and, in some cases, even less competitive than renewable-based green hydrogen, depending on regional electricity prices and carbon tax regulations. Additionally, public opposition to CCS projects due to perceived risks of CO2 leakage and land use concerns can delay or derail project development. Thus, while blue hydrogen is a viable solution for decarbonizing industries in the short term, its long-term sustainability will depend on addressing these environmental and economic challenges, as well as on policy frameworks that incentivize its adoption.

What Are the Key Growth Drivers of the Blue Hydrogen Market?

The growth in the blue hydrogen market is driven by several factors, with governmental policy support and industrial decarbonization targets being at the forefront. Many governments, particularly in Europe and North America, are rolling out policies and financial incentives to promote the adoption of low-carbon hydrogen as part of broader strategies to meet their climate commitments under the Paris Agreement. For instance, the European Union’s Hydrogen Strategy explicitly supports blue hydrogen as a transitional technology until green hydrogen can be scaled up. In the United States, the Infrastructure Investment and Jobs Act and other federal programs are allocating significant funds for hydrogen projects, with a particular focus on blue hydrogen to leverage existing natural gas resources. Another critical driver is the industrial sector’s push to decarbonize heavy-emission processes, such as steelmaking, refining, and chemical production, where blue hydrogen provides a feasible pathway to reduce CO2 emissions without a complete overhaul of existing operations. Furthermore, the transportation sector is increasingly looking at blue hydrogen as a viable alternative to diesel for heavy-duty transport, given its high energy density and suitability for long-range applications. Additionally, the integration of blue hydrogen into power grids through hydrogen-fired turbines and its use in gas blending for residential heating are expanding its market potential. The increased focus on energy security, particularly in regions reliant on natural gas imports, is also driving interest in blue hydrogen as a means of diversifying energy sources and enhancing energy resilience. Lastly, advancements in CCUS technology and the development of hydrogen clusters, where multiple industries share CO2 transport and storage infrastructure, are making blue hydrogen more economically attractive, spurring investment and scaling up production capacity. With these trends in place, the blue hydrogen market is set to grow rapidly in the coming years, positioning itself as a cornerstone of the global energy transition.

Select Competitors (Total 34 Featured) -

TABLE OF CONTENTS

I. METHODOLOGY

II. EXECUTIVE SUMMARY

III. MARKET ANALYSIS

IV. COMPETITION

(ÁÖ)±Û·Î¹úÀÎÆ÷¸ÞÀÌ¼Ç 02-2025-2992 kr-info@giikorea.co.kr
¨Ï Copyright Global Information, Inc. All rights reserved.
PC¹öÀü º¸±â