This report has been updated. Click here to view latest edition.

If you have previously purchased the archived report below then please use the download links on the right to download the files.

Hydrogen and Fuel Cells 2014-2025: Forecasts, Technologies, Markets

Show All Description Contents, Table & Figures List FAQs Pricing Related Content
Authors: Raphael Winkler-Goldstein and Dr Peter Harrop
 
This report covers stationary and mobile applications of fuel cells in addition to hydrogen infrastructure and delivery. The report addresses existing markets for fuel cells, providing current market sizes in addition to forecasts of growth for these and emerging application areas. It provides a description and analysis of the current technology choices as well as the latest R&D. In particular, we cover the value proposition, price and pricing trends for each application.
Trends and Geographical Analysis
Further important focal points of this market analysis includes the future potential, legislation, incentives and R&D efforts in different geographic zones - Europe, North America, and Asia, rest of the world with a particular focus on the BRICS countries.
Global Company Profiles
An accurate study of the leading players for every geographic zone has been undertaken with focus on OEMs, fuel cell system and stack suppliers.
Stationary Fuel Cell Applications, Forecasts and Players
The development of stationary applications of fuel cells (such as back-up power supplies), by contrast to mobile ones (such as for powering vehicles), has been led by different types of industrial companies with very different scopes and strategies depending on their geographic regions. Depending on the business opportunity certain players find lucrative niches. This report details the business models that have led to recent market successes giving a view of the economics and future growth potential. These businesses including addressing applications such as the IT back-up and energy supply of data center; Infrastructure (harbors, shipping and airport); mining; water treatment plants; micro-chip fabs; and large distributed generation.
 
The market size and forecasts for these applications are given along with current and emerging companies developing stationary fuel cell business cases.
Mobile Fuel Cell Applications, Forecasts and Players
For the mobile applications of fuel cells this report details the market development for fuel cell cars, fuel cell buses, two- and three-wheelers, and the development of the H2 Infrastructure. An overview of other transportation applications is also provided including military applications, fuel cell powered vessels and material handling. The report compares the business model of the traditional fuel cell car manufacturers with those of new comers and analyzes trends of fuel cell system suppliers for fuel cell buses.
H2 Infrastructure and Delivery
The report focusses on energy storage applications with an in depth analysis of the developments in Germany. In this analysis IDTechEx find the necessity for renewable energy storage, describes the diverse initiatives on green hydrogen and power-to-gas (P2G) in Germany and Europe. The report covers the different types of P2G and the technical processes that apply.
 
New product, new markets and players as well as business models of those that are involved are covered. The economics of P2G systems are studied as are the existing commercialization projects around the world.
The Big Picture
This report is ideal for those seeking to understand the big picture of fuel cells and H2 delivery - in stationary and mobile applications, globally, with forecasts, players and emerging technologies as well as governmental and industrial trends and drivers.
Analyst access from IDTechEx
All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.
Further information
If you have any questions about this report, please do not hesitate to contact our report team at research@IDTechEx.com or call one of our sales managers:

AMERICAS (USA): +1 617 577 7890
ASIA (Japan and Korea): +81 3 3216 7209
EUROPE (UK) +44 1223 812300
1.EXECUTIVE SUMMARY
1.1.Cars
1.2.Buses
1.3.Scooters
2.INTRODUCTION
2.1.New energy context
2.2.New fuels changing the game
2.2.1.The "energiewende" in Europa boosting the development of hydrogen and Power-to-Gas
2.3.Shale gas
2.3.1.Unexpected consequences
2.4.Hydrogen and fuel cell technology: status quo
2.4.1.In the long-term
2.4.2.Disruptive technologies: which Hybrid and which fuels?
2.4.3.Market developments
2.4.4.Fuel cells on the rise in the stationary scene
3.STATIONARY APPLICATION/BACK UP AND REMOTE POWER
3.1.Market definition and scope
3.1.Cornerstones of Fuel Cell History
3.1.Heat demand 1970-2015
3.1.1.Some history
3.1.2.Size of the market
3.1.3.Definition
3.2.Business model, standards
3.2.Evolution of electricity price vs. Natural gas price1995-2012
3.2.Examples of companies in the most important CHP and fuel cell technology markets
3.2.1.Business case IT: Back-up and energy supply of data centers
3.2.2.Business case mining
3.2.3.Business case sewage gas from water treatment
3.2.4.Business case: micro-CHP
3.2.5.Business case: Large distributed generation, some example of calculation
3.2.6.Which partners for the development of stationary fuel cells?
3.2.7.Price and price decrease:
3.3.Market analysis
3.3.Cost evolution
3.3.Germany is the country with the highest cogeneration installation potential
3.3.1.Introduction
3.3.2.Market drivers: Potential, legislation, incentives and RnD - Europe
3.3.3.Germany
3.3.4.UK/CHP
3.3.5.France
3.3.6.Denmark
3.3.7.Switzerland
3.4.Market drivers: Potential, legislation, incentives and RnD - North America
3.4.Potential CHP Growth in Germany by Segment
3.4.Germany and Europe for micro-chp
3.4.1.USA
3.5.Market drivers: Potential, legislation, incentives and RnD - Asia
3.5.Danish Micro Combined Heat & Power
3.5.1.Korea
3.5.2.Japan
3.5.3.Singapore
3.6.Market drivers: Potential, legislation, incentives and RnD - Rest of the world
3.6.Korea's 2030 Energy Vision
3.6.1.South Africa
3.6.2.Australia
3.7.Players - Europe
3.7.1.Germany
3.7.2.Denmark
3.7.3.Austria
3.7.4.UK
3.7.5.Finland
3.7.6.Netherlands
3.7.7.Italy
3.7.8.France
3.8.Players - North America
3.9.Players - Asia
3.9.1.China
3.9.2.Singapore
3.10.Players - Rest of the world
3.10.1.Australia
3.10.2.Indonesia
3.10.3.South Africa
3.10.4.Mozambique
3.11.Market size and market forecast 2012-2020 by market
3.11.1.Forecasts
3.11.2.Global market
4.MOBILE APPLICATIONS
4.1.Market definition and scope
4.1.1.Fuel cell cars
4.1.2.Fuel cell buses: Some history/development of the technology:
4.1.3.Two- and three-wheelers: Scooter in the focus
4.1.4.H2 Infrastructure:
4.1.5.Other transportation applications:
4.2.Value proposition and Standards
4.2.1.Fuel cell cars
4.2.2.Fuel cell buses
4.2.3.Standards
4.3.Market analysis
4.3.1.Fuel cell cars
4.3.2.Fuel cell buses
4.3.3.Improvement of the legislation in North America and Europe for hydrogen vehicles
4.3.4.Last developments: RnD, initiatives and demonstration projects, H2 infrastructure:
4.4.Players
4.4.1.The "traditional" fuel cell car manufacturers
4.4.2.Alliances and initiatives worth of being mentioned
4.4.3.The OEMS and their fuel cell cars in detail
4.4.4.The new comers
4.4.5.Fuel cell buses
5.H2 INFRASTRUCTURE AND DELIVERY
5.1.H2 infrastructure and delivery
5.1.Overview of the different technological processes:
5.1.R&D Requirements for electrolyzer technologies:
5.1.1.Status quo
5.1.2.Which products and manufacturers?
5.1.3.Storage
5.2.Energy storage: Green H2 preparing the future; focus on Germany
5.2.List of manufacturers:
5.2.Different processes and challenges:
5.2.1.Storage necessity in Germany
5.2.2.Loss of wind energy
5.2.3.New legislation for PV
5.2.4.Increasing long-term renewable energy surplus: a huge potential for the future European energy market
5.2.5.H2 vs Hydro pumped storage vs. CAES
5.3.Germany takes the initiative on green hydrogen and power-to-gas:
5.3.Hydrogen production from Well-to-Wheel
5.3.Geological formation for H2 storage:
5.3.1.Four regions take the lead
5.3.2.Pipeline and natural gas storage points:
5.4.Power to gas
5.4.Example of salt caverns
5.4.Different technologies in comparison:
5.4.1.Definition
5.4.2.Legislation for power to gas
5.4.3.Further developments
5.4.4.Description of the different types of power to gas:
5.4.5.New products
5.4.6.New markets and players
5.5.R&D programs and demo projects for green H2 and power to gas
5.5.Structure of an electrolyzer:
5.5.Device modification according to their compatibility with different Vol. % H2.
5.5.1.Research & Development Funding
5.5.2.Costs of a power to gas system
5.5.3.Model Commercialization Projects:
5.5.4.Forecast 2013-2050
5.5.5.Panorama of P2G in other European countries and in the world
5.5.6.Where are the projects?
5.5.7.How can Europe-wide/and world-wide standards be achieved?
5.5.8.Conclusion and outlook:
5.6.Factors influencing the business case
5.6.Comparison AEL vs PEMEL:
5.7.Three possibilities for a connection:
5.7.Cost structure for 5 MW electrolyzer incl. feed-in (1000m³/h H2, 12 storage tanks, direct feed-in in high pressure pipeline)
5.8.ProWindgas price structure
5.8.Decentralized H2 storage and filling station:
5.9.Wind mills capacity in Germany
5.9.Which interests are being followed by whom?
5.10.Map grid congestion
5.11.Different types of storage and applications:
5.12.Growing share of excess renewable energy (not fed into the grid)
5.13.Power-to-Gas schematic
5.14.The types of methanation systems
5.15.The development of advanced hydrogen turbine technology at Siemens
5.16.The cost of H2 production according to its source
5.17.OPEX and CAPEX for a P2G plant*,**
5.18.The Enertrag project
5.19.Hydrogen projects in Germany
APPENDIX 1: ELECTROLYZERS
APPENDIX 2: LEGISLATION PTG
APPENDIX 3: COMPARISON OF FUEL CELL TYPES
APPENDIX 4: LEADING COMPANIES
APPENDIX 5: OTHER TRANSPORTATION APPLICATIONS*
APPENDIX 6: CAR MANUFACTURERS
APPENDIX 7: BUS MANUFACTURERS
IDTECHEX RESEARCH REPORTS
IDTECHEX CONSULTANCY
TABLES
FIGURES
 

About IDTechEx reports

What are the qualifications of the people conducting IDTechEx research?

Content produced by IDTechEx is researched and written by our technical analysts, each with a PhD or master's degree in their specialist field, and all of whom are employees. All our analysts are well-connected in their fields, intensively covering their sectors, revealing hard-to-find information you can trust.

How does IDTechEx gather data for its reports?

By directly interviewing and profiling companies across the supply chain. IDTechEx analysts interview companies by engaging directly with senior management and technology development executives across the supply chain, leading to revealing insights that may otherwise be inaccessible.
 
Further, as a global team, we travel extensively to industry events and companies to conduct in-depth, face-to-face interviews. We also engage with industry associations and follow public company filings as secondary sources. We conduct patent analysis and track regulatory changes and incentives. We consistently build on our decades-long research of emerging technologies.
 
We assess emerging technologies against existing solutions, evaluate market demand and provide data-driven forecasts based on our models. This provides a clear, unbiased outlook on the future of each technology or industry that we cover.

What is your forecast methodology?

We take into account the following information and data points where relevant to create our forecasts:
  • Historic data, based on our own databases of products, companies' sales data, information from associations, company reports and validation of our prior market figures with companies in the industry.
  • Current and announced manufacturing capacities
  • Company production targets
  • Direct input from companies as we interview them as to their growth expectations, moderated by our analysts
  • Planned or active government incentives and regulations
  • Assessment of the capabilities and price of the technology based on our benchmarking over the forecast period, versus that of competitive solutions
  • Teardown data (e.g. to assess volume of materials used)
  • From a top-down view: the total addressable market
  • Forecasts can be based on an s-curve methodology where appropriate, taking into account the above factors
  • Key assumptions and discussion of what can impact the forecast are covered in the report.

How can I be confident about the quality of work in IDTechEx reports?

Based on our technical analysts and their research methodology, for over 25 years our work has regularly received superb feedback from our global clients. Our research business has grown year-on-year.
 
Recent customer feedback includes:
"It's my first go-to platform"
- Dr. Didi Xu, Head of Foresight - Future Technologies, Freudenberg Technology Innovation
 
"Their expertise allows us to make data-driven, strategic decisions and ensures we remain aligned with the latest trends and opportunities in the market."
- Ralf Hug, Global Head of Product Management & Marketing, Marquardt

What differentiates IDTechEx reports?

Our team of in-house technical analysts immerse themselves in industries over many years, building deep expertise and engaging directly with key industry players to uncover hard-to-find insights. We appraise technologies in the landscape of competitive solutions and then assess their market demand based on voice-of-the-customer feedback, all from an impartial point of view. This approach delivers exceptional value to our customers—providing high-quality independent content while saving customers time, resources, and money.

Why should we pick IDTechEx research over AI research?

A crucial value of IDTechEx research is that it provides information, assessments and forecasts based on interviews with key people in the industry, assessed by technical experts. AI is trained only on content publicly available on the web, which may not be reliable, in depth, nor contain the latest insights based on the experience of those actively involved in a technology or industry, despite the confident prose.

How can I justify the ROI of this report?

Consider the cost of the IDTechEx report versus the time and resources required to gather the same quality of insights yourself. IDTechEx analysts have built up an extensive contact network over many years; we invest in attending key events and interviewing companies around the world; and our analysts are trained in appraising technologies and markets.
 
Each report provides an independent, expert-led technical and market appraisal, giving you access to actionable information immediately, rather than you having to spend months or years on your own market research.

Can I speak to analysts about the report content?

All report purchases include up to 30 minutes of telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

What is the difference between a report and subscription?

A subscription from IDTechEx can include more reports, access to an online information platform with continuously updated information from our analysts, and access to analysts directly.

Before purchasing, I have some questions about the report, can I speak to someone?

Please email research@idtechex.com stating your location and we will quickly respond.

About IDTechEx

Who are IDTechEx's customers?

IDTechEx has served over 35,000 customers globally. These range from large corporations to ambitious start-ups, and from Governments to research centers. Our customers use our work to make informed decisions and save time and resources.

Where is IDTechEx established?

IDTechEx was established in 1999, and is headquartered in Cambridge, UK. Since then, the company has significantly expanded and operates globally, having served customers in over 80 countries. Subsidiary companies are based in the USA, Germany and Japan.

Questions about purchasing a report

How do I pay?

In most locations reports can be purchased by credit card, or else by direct bank payment.

How and when do I receive access to IDTechEx reports?

When paying successfully by credit card, reports can be accessed immediately. For new customers, when paying by bank transfer, reports will usually be released when the payment is received. Report access will be notified by email.

How do I assign additional users to the report?

Users can be assigned in the report ordering process, or at a later time by email.

Can I speak to someone about purchasing a report?

Please email research@idtechex.com stating your location and we will quickly respond.
 

Report Statistics

Pages 161
Tables 13
Figures 25
Forecasts to 2025
 

Customer Testimonial

quote graphic
"The resources provided by IDTechEx, such as their insightful reports and analysis, engaging webinars, and knowledgeable analysts, serve as valuable tools and information sources... Their expertise allows us to make data-driven, strategic decisions and ensures we remain aligned with the latest trends and opportunities in the market."
Global Head of Product Management and Marketing
Marquardt GmbH
 
 
 

Subscription Enquiry