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| 1. | EXECUTIVE SUMMARY |
| 1.1. | Hydrogen as a clean-burning fuel is gaining momentum |
| 1.2. | Current hydrogen supply chain & blue hydrogen |
| 1.3. | Current state of hydrogen production |
| 1.4. | Removing CO₂ emissions from hydrogen production |
| 1.5. | Turquoise hydrogen from methane pyrolysis |
| 1.6. | The challenges in green hydrogen production |
| 1.7. | The case for blue hydrogen production |
| 1.8. | Potential key challenges with blue hydrogen |
| 1.9. | Technological challenges & opportunities for innovation |
| 1.10. | CCUS technological challenges & opportunities for innovation |
| 1.11. | Current & emerging applications for hydrogen |
| 1.12. | National hydrogen strategies |
| 1.13. | Blue hydrogen supply chain |
| 1.14. | Potential business model for blue hydrogen projects |
| 1.15. | Summary of drivers for blue hydrogen development |
| 1.16. | Overview of production methods covered |
| 1.17. | Key considerations in designing blue hydrogen processes |
| 1.18. | Blue hydrogen technologies overview |
| 1.19. | What is Carbon Capture, Utilization and Storage (CCUS)? |
| 1.20. | Carbon capture technologies |
| 1.21. | Pre- vs post-combustion CO₂ capture for blue hydrogen |
| 1.22. | Novel processes for blue hydrogen production |
| 1.23. | Pros & cons of production technologies (1/3) |
| 1.24. | Pros & cons of production technologies (2/3) |
| 1.25. | Pros & cons of production technologies (3/3) |
| 1.26. | Levelized cost of hydrogen (LCOH) comparison |
| 1.27. | Cost breakdown comparison |
| 1.28. | CO₂ emission intensity comparison |
| 1.29. | Hydrogen production processes by stage of development |
| 1.30. | Process comparison summary & key takeaways |
| 1.31. | Blue hydrogen production value chain |
| 1.32. | SMR + CCUS value chain |
| 1.33. | POX + CCUS value chain |
| 1.34. | ATR + CCUS value chain |
| 1.35. | Methane pyrolysis activities around the world |
| 1.36. | CCUS company landscape |
| 1.37. | Leading blue hydrogen companies |
| 1.38. | The UK will be a leading blue hydrogen hub |
| 1.39. | Blue hydrogen project announcements |
| 1.40. | Blue hydrogen capacity forecast by technology |
| 1.41. | Blue hydrogen capacity forecast by end-use |
| 1.42. | Blue hydrogen capacity forecast by region |
| 1.43. | Blue hydrogen market forecast by technology |
| 1.44. | Key innovations in blue hydrogen technology (1/2) |
| 1.45. | Key innovations in blue hydrogen technology (2/2) |
| 1.46. | Is blue hydrogen production innovative? |
| 1.47. | IDTechEx's outlook on blue hydrogen |
| 1.48. | Companies profiled |
| 2. | INTRODUCTION |
| 2.1. | Introduction to the hydrogen economy and blue hydrogen |
| 2.1.1. | The need for unprecedented emission reductions |
| 2.1.2. | Hydrogen as a clean-burning fuel is gaining momentum |
| 2.1.3. | Hydrogen economy & low-carbon hydrogen |
| 2.1.4. | Hydrogen economy development issues |
| 2.1.5. | Overview of hydrogen production methods |
| 2.1.6. | The colors of hydrogen |
| 2.1.7. | The colors of hydrogen & report scope |
| 2.1.8. | Current hydrogen supply chain & blue hydrogen |
| 2.1.9. | Current hydrogen supply chain & blue hydrogen (2/2) |
| 2.1.10. | Turquoise hydrogen from methane pyrolysis |
| 2.1.11. | The challenges in green hydrogen production |
| 2.1.12. | The case for blue hydrogen production |
| 2.2. | Drivers for blue hydrogen development |
| 2.2.1. | Current & emerging applications for hydrogen (1/2) |
| 2.2.2. | Current & emerging applications for hydrogen (2/2) |
| 2.2.3. | Example of a key emerging application - FCEVs |
| 2.2.4. | Role of hydrogen in synthetic fuel & chemical production |
| 2.2.5. | The need for carbon pricing |
| 2.2.6. | National hydrogen strategies (1/2) |
| 2.2.7. | National hydrogen strategies (2/2) |
| 2.2.8. | US' hydrogen strategy |
| 2.2.9. | Tax credit changes in the US IRA fostering blue hydrogen |
| 2.2.10. | The impact of IRA tax credits on the cost of hydrogen |
| 2.2.11. | UK's hydrogen strategy |
| 2.2.12. | The UK's CCUS clusters for blue hydrogen |
| 2.2.13. | UK's CCUS clusters: East Coast Cluster |
| 2.2.14. | UK's CCUS clusters: HyNet North West Cluster |
| 2.2.15. | Canada's hydrogen strategy |
| 2.2.16. | Netherlands' hydrogen strategy |
| 2.2.17. | Blue hydrogen supply chain |
| 2.2.18. | Potential business model for blue hydrogen projects |
| 2.2.19. | Potential key challenges with blue hydrogen |
| 2.2.20. | Technological challenges & opportunities for innovation |
| 2.2.21. | Summary of drivers for blue hydrogen development |
| 3. | BLUE HYDROGEN PRODUCTION TECHNOLOGIES |
| 3.1.1. | Overview of production methods covered |
| 3.1.2. | Key considerations in designing blue hydrogen processes |
| 3.1.3. | Blue hydrogen technologies overview |
| 3.1.4. | Pre- vs post-combustion CO₂ capture for blue hydrogen |
| 3.1.5. | Blue hydrogen production value chain |
| 3.2. | Common features of blue hydrogen processes |
| 3.2.1. | Natural gas pre-treatment: desulfurization |
| 3.2.2. | Hydrodesulfurization (HDS) |
| 3.2.3. | Natural gas pre-treatment: Pre-reforming |
| 3.2.4. | Gas heated reformer (GHR) - Novel pre-reformer |
| 3.2.5. | Water-gas shift (WGS) & sour shift reactors |
| 3.2.6. | Pressure swing adsorption (PSA) (1/2) |
| 3.2.7. | Pressure swing adsorption (PSA) (2/2) |
| 3.2.8. | Other hydrogen separation options |
| 3.2.9. | Air separation units & oxygen generators |
| 3.2.10. | Auxiliary equipment |
| 3.3. | Steam-methane reforming (SMR) |
| 3.3.1. | Steam-methane reforming (SMR) |
| 3.3.2. | SMR process flow diagram (PFD) |
| 3.3.3. | CO₂ capture options for SMR |
| 3.3.4. | CO₂ capture retrofit options - Honeywell UOP example |
| 3.3.5. | SMR reformer unit |
| 3.3.6. | Steam reformer catalysts |
| 3.3.7. | SMR reformer tubes |
| 3.3.8. | New reformer designs: Bayonet reformer |
| 3.3.9. | New reformer designs: Convection reformers |
| 3.3.10. | Shell's Quest project - SMR + CCUS retrofit in Canada |
| 3.3.11. | SMR + CCUS value chain |
| 3.3.12. | SMR + CCUS players around the world |
| 3.3.13. | SMR SWOT Analysis |
| 3.3.14. | SMR summary & key takeaways |
| 3.4. | Partial oxidation (POX) |
| 3.4.1. | Partial oxidation (POX) |
| 3.4.2. | POX process flow diagram (PFD) |
| 3.4.3. | CO₂ capture options for POX |
| 3.4.4. | POX reactor |
| 3.4.5. | Catalyst deactivation mechanisms |
| 3.4.6. | POX catalyst & CPOX |
| 3.4.7. | Shell's blue hydrogen process & Pernis refinery |
| 3.4.8. | POX + CCUS value chain |
| 3.4.9. | POX + CCUS activities around the world |
| 3.4.10. | POX SWOT Analysis |
| 3.4.11. | POX summary & key takeaways |
| 3.5. | Autothermal reforming (ATR) |
| 3.5.1. | Autothermal reforming (ATR) |
| 3.5.2. | ATR comparison to SMR & POX |
| 3.5.3. | ATR process flow diagram (PFD) |
| 3.5.4. | CO₂ capture options for ATR |
| 3.5.5. | Autothermal reformer - Topsoe case study |
| 3.5.6. | Autothermal reformer materials - Topsoe case study |
| 3.5.7. | ATR catalysts - Topsoe case study |
| 3.5.8. | Current uses of ATR - Topsoe case study |
| 3.5.9. | Other players in ATR + CCUS |
| 3.5.10. | Air Products' ATR+CCS plant - Canada |
| 3.5.11. | ATR + CCUS value chain |
| 3.5.12. | ATR + CCUS players around the world |
| 3.5.13. | ATR SWOT Analysis |
| 3.5.14. | ATR summary & key takeaways |
| 3.6. | Coal gasification (CG) |
| 3.6.1. | Coal gasification (CG) process |
| 3.6.2. | Underground coal gasification (UCG) |
| 3.6.3. | Types of coal |
| 3.6.4. | Integrated gasification combined cycle (IGCC) power plants |
| 3.6.5. | CG process flow diagram (PFD) |
| 3.6.6. | CO₂ capture options for CG |
| 3.6.7. | CG process gasifiers |
| 3.6.8. | Updraft & downdraft coal gasifiers |
| 3.6.9. | Fluidized bed coal gasifiers |
| 3.6.10. | Entrained flow coal gasifiers |
| 3.6.11. | Coal gasifier performance comparison |
| 3.6.12. | Coal gasifiers pros & cons comparison |
| 3.6.13. | Commercial coal gasifier technologies |
| 3.6.14. | Ash, slag and char utilization |
| 3.6.15. | Blue hydrogen projects using CG |
| 3.6.16. | Major countries using CG |
| 3.6.17. | HESC Coal Gasification Project - Australia and Japan |
| 3.6.18. | CG SWOT Analysis |
| 3.6.19. | CG summary & key takeaways |
| 3.7. | Methane pyrolysis (turquoise hydrogen) |
| 3.7.1. | Turquoise hydrogen from methane pyrolysis |
| 3.7.2. | Methane pyrolysis - Turquoise hydrogen |
| 3.7.3. | Methane pyrolysis process flow diagram (PFD) |
| 3.7.4. | Thermal pyrolysis - BASF case study |
| 3.7.5. | Molten pyrolysis |
| 3.7.6. | Catalytic pyrolysis |
| 3.7.7. | Catalytic pyrolysis - Hazer Group case study |
| 3.7.8. | Plasma pyrolysis - Monolith case study |
| 3.7.9. | Monolith's Olive Creek 1 pyrolysis plant - USA |
| 3.7.10. | Microwave plasma pyrolysis - Transform Materials |
| 3.7.11. | Other pyrolysis methods |
| 3.7.12. | Overview of advanced carbon materials |
| 3.7.13. | Use of plasma processes for graphene production |
| 3.7.14. | Background on carbon black (1/2) |
| 3.7.15. | Background on carbon black (2/2) |
| 3.7.16. | Overview of carbon black market |
| 3.7.17. | Specialty carbon black analysis |
| 3.7.18. | Methane pyrolysis activities around the world |
| 3.7.19. | Key players in methane pyrolysis (1/2) |
| 3.7.20. | Key players in methane pyrolysis (2/2) |
| 3.7.21. | Comparison of pyrolysis processes |
| 3.7.22. | Methane pyrolysis SWOT analysis |
| 3.7.23. | Methane pyrolysis summary & key takeaways |
| 3.8. | Biomass processes |
| 3.8.1. | Blue hydrogen from biomass |
| 3.8.2. | Biomass & biomass-derived feedstocks |
| 3.8.3. | Pathways for hydrogen production from biomass |
| 3.8.4. | Anaerobic digestion (AD) |
| 3.8.5. | Biogas & RNG from anaerobic digestion |
| 3.8.6. | Anaerobic digestion & dark fermentation |
| 3.8.7. | Photo-fermentation |
| 3.8.8. | Microbial electrolysis |
| 3.8.9. | Biomass gasification (BG) (1/2) |
| 3.8.10. | Biomass gasification (BG) (2/2) |
| 3.8.11. | Biomass pyrolysis |
| 3.8.12. | Novel thermochemical processes |
| 3.8.13. | Upstream, downstream & CCUS considerations |
| 3.8.14. | TRL comparison of biomass processes |
| 3.8.15. | Hydrogen from biomass gasification: Mote case study |
| 3.8.16. | Key players in biochemical processes |
| 3.8.17. | Key players in gasification processes |
| 3.8.18. | Key players in pyrolysis processes |
| 3.8.19. | Biomass processes SWOT Analysis |
| 3.8.20. | Biomass processes summary & key takeaways |
| 3.9. | Novel processes |
| 3.9.1. | Novel processes for blue hydrogen production |
| 3.9.2. | Sorption-enhanced SMR (SE-SMR) |
| 3.9.3. | Status of sorption-enhanced processes |
| 3.9.4. | Electrified SMR (eSMR) (1/2) |
| 3.9.5. | Electrified SMR (eSMR) (2/2) |
| 3.9.6. | Microwave-assisted steam reforming |
| 3.9.7. | Membrane-assisted reforming: Praxair's OTM reformer |
| 3.9.8. | Membrane-assisted reforming: CoorsTek's PCER |
| 3.9.9. | Dry methane reforming (DMR) |
| 3.9.10. | Catalytic partial oxidation (CPOX) |
| 3.9.11. | Advanced autothermal gasification (AATG) |
| 3.9.12. | Chemical looping combustion (CLC) |
| 3.9.13. | Status of chemical looping combustion (CLC) |
| 3.9.14. | Novel processes summary & key takeaways |
| 3.10. | Comparison of blue hydrogen processes |
| 3.10.1. | Pros & cons of production technologies (1/3) |
| 3.10.2. | Pros & cons of production technologies (2/3) |
| 3.10.3. | Pros & cons of production technologies (3/3) |
| 3.10.4. | Process comparison metrics |
| 3.10.5. | Levelized cost of hydrogen (LCOH) comparison |
| 3.10.6. | Cost breakdown comparison |
| 3.10.7. | CO₂ emission intensity comparison |
| 3.10.8. | The cost of CO₂ capture in blue hydrogen production |
| 3.10.9. | CO₂ capture for blue hydrogen production |
| 3.10.10. | Hydrogen production processes by TRL |
| 3.10.11. | Hydrogen production processes by stage of development |
| 3.10.12. | Key innovations in blue hydrogen technology (1/2) |
| 3.10.13. | Key innovations in blue hydrogen technology (2/2) |
| 3.10.14. | Process comparison summary & key takeaways |
| 3.10.15. | Leading blue hydrogen companies |
| 4. | CARBON CAPTURE, UTILIZATION & STORAGE (CCUS) |
| 4.1. | Introduction to CCUS |
| 4.1.1. | What is Carbon Capture, Utilization and Storage (CCUS)? |
| 4.1.2. | Carbon capture technologies |
| 4.1.3. | Main CO₂ capture systems |
| 4.1.4. | Overview of main CO₂ capture technologies |
| 4.1.5. | Carbon dioxide storage |
| 4.1.6. | Carbon dioxide utilization |
| 4.1.7. | CCUS company landscape |
| 4.2. | Summary of point-source carbon capture for blue hydrogen |
| 4.2.1. | Pre- vs post-combustion CO₂ capture for blue hydrogen |
| 4.2.2. | Post-combustion CO₂ capture |
| 4.2.3. | Pre-combustion CO₂ capture |
| 4.2.4. | Oxy-fuel combustion CO₂ capture |
| 4.2.5. | Comparison of point-source CO₂ capture systems |
| 4.2.6. | CO₂ capture retrofit options for blue H2 production (1/2) |
| 4.2.7. | CO₂ capture retrofit options for blue H2 production (2/2) |
| 4.2.8. | CO₂ capture retrofit options - Honeywell UOP example |
| 4.2.9. | Cost comparison: Commercial CO₂ capture systems for blue H2 |
| 4.2.10. | The cost of CO₂ capture in blue hydrogen production |
| 4.2.11. | CO₂ capture for blue hydrogen production |
| 4.2.12. | Point-source capture: Cost, energy demand & CO₂ recovery |
| 4.2.13. | Comparison of CO₂ capture technologies |
| 4.2.14. | Summary of point-source carbon capture for blue H2 |
| 4.3. | Solvent-based carbon capture |
| 4.3.1. | Solvent-based CO₂ capture |
| 4.3.2. | Amine-based chemical solvents |
| 4.3.3. | Solvent-based CO₂ capture process |
| 4.3.4. | Comparison of key chemical solvent-based systems (1/3) |
| 4.3.5. | Comparison of key chemical solvent-based systems (2/3) |
| 4.3.6. | Comparison of key chemical solvent-based systems (3/3) |
| 4.3.7. | Physical absorption solvents |
| 4.3.8. | Comparison of key physical absorption solvents |
| 4.4. | Sorbent-based carbon capture |
| 4.4.1. | Solid sorbent-based CO₂ separation |
| 4.4.2. | Solid sorbents for CO₂ capture (1/3) |
| 4.4.3. | Solid sorbents for CO₂ capture (2/3) |
| 4.4.4. | Solid sorbents for CO₂ capture (3/3) |
| 4.4.5. | Comparison of key solid sorbent systems |
| 4.4.6. | Solid sorbent methods for post-combustion |
| 4.4.7. | Solid sorbent methods for pre-combustion |
| 4.4.8. | Sorption Enhanced Water Gas Shift (SEWGS) |
| 4.5. | Membrane-based carbon capture |
| 4.5.1. | Membrane-based CO₂ separation |
| 4.5.2. | Membranes: Operating principles |
| 4.5.3. | Membranes for pre-combustion capture (1/2) |
| 4.5.4. | Membranes for pre-combustion capture (2/2) |
| 4.5.5. | Membranes for post-combustion & oxy-fuel combustion capture |
| 4.5.6. | Developments in membrane capture technologies |
| 4.5.7. | Technical pros & cons for membrane-based CO₂ separation |
| 4.5.8. | Comparison of CO₂ capture membranes |
| 4.6. | Cryogenic carbon capture |
| 4.6.1. | Cryogenic CO₂ capture |
| 4.6.2. | Cryogenic CO₂ capture in blue hydrogen: Cryocap™ |
| 4.7. | Novel carbon capture methods |
| 4.7.1. | The Allam-Fetvedt Cycle for blue hydrogen production |
| 4.7.2. | CO₂ capture with Solid Oxide Fuel Cells (SOFCs) |
| 4.7.3. | CO₂ capture with Molten Carbonate Fuel Cells (MCFCs) |
| 4.7.4. | Sorption Enhanced Water Gas Shift (SEWGS) |
| 4.8. | CO₂ destination: Storage & utilization |
| 4.8.1. | Carbon storage or sequestration |
| 4.8.2. | CO₂ leakage is a small risk |
| 4.8.3. | CO₂ enhanced oil recovery (EOR) |
| 4.8.4. | Status and outlook of CO₂ destination in blue hydrogen |
| 4.8.5. | Can CO₂ storage be monetized? |
| 4.8.6. | The cost of carbon storage (1/2) |
| 4.8.7. | The cost of carbon storage (2/2) |
| 4.8.8. | CO₂ transport and storage business model |
| 4.8.9. | CO₂ transportation options |
| 4.8.10. | CO₂ transportation costs |
| 4.8.11. | Main emerging applications of CO₂ utilization |
| 4.8.12. | Description of emerging CO₂ utilization applications |
| 4.8.13. | Role of hydrogen in synthetic fuel & chemical production |
| 4.8.14. | Comparison of emerging CO₂ utilization applications |
| 4.9. | Challenges in CCUS & summary |
| 4.9.1. | The challenges in carbon capture |
| 4.9.2. | The challenges in CO₂ transport |
| 4.9.3. | The challenges in CO₂ storage |
| 4.9.4. | CCUS technological challenges & opportunities for innovation |
| 5. | MATERIALS FOR BLUE HYDROGEN PROCESSES |
| 5.1.1. | Materials for blue hydrogen |
| 5.2. | Catalysts |
| 5.2.1. | Steam reformer catalysts |
| 5.2.2. | Catalyst deactivation mechanisms |
| 5.2.3. | Partial oxidation (POX) catalysts |
| 5.2.4. | Autothermal reforming (ATR) catalysts - Topsoe case study |
| 5.2.5. | Dry methane reforming (DMR) catalysts |
| 5.2.6. | Catalysts for auxiliary processes |
| 5.2.7. | Key catalyst suppliers (1/2) |
| 5.2.8. | Key catalyst suppliers (2/2) |
| 5.3. | Sorbents |
| 5.3.1. | PSA & sorbents for H2 purification (1/2) |
| 5.3.2. | PSA & sorbents for H2 purification (2/2) |
| 5.3.3. | Solid sorbent-based CO₂ separation |
| 5.3.4. | Solid sorbents for CO₂ capture (1/3) |
| 5.3.5. | Solid sorbents for CO₂ capture (2/3) |
| 5.3.6. | Solid sorbents for CO₂ capture (3/3) |
| 5.3.7. | Sorbents for sorption-enhanced processes |
| 5.3.8. | Players supplying sorbents |
| 5.4. | Membranes |
| 5.4.1. | Membrane-based H2 & CO₂ separation |
| 5.4.2. | Membranes: operating principles |
| 5.4.3. | Membranes for pre-combustion capture (1/2) |
| 5.4.4. | Membranes for pre-combustion capture (2/2) |
| 5.4.5. | Membranes for post-combustion & oxy-fuel combustion capture |
| 5.4.6. | Developments in membrane capture technologies |
| 5.4.7. | Technical pros & cons for membrane-based CO₂ separation |
| 5.4.8. | Comparison of CO₂ capture membranes |
| 5.4.9. | Players supplying membranes |
| 5.5. | Vessel materials |
| 5.5.1. | SMR reformer tubes |
| 5.5.2. | Metal dusting resistance (1/2) |
| 5.5.3. | Metal dusting resistance (2/2) - Nichrome alloys |
| 5.5.4. | Autothermal reformer materials - Topsoe case study |
| 5.5.5. | Refractory lining for reformers & gasifiers |
| 5.5.6. | Players in vessel materials (1/2) |
| 5.5.7. | Players in vessel materials (2/2) |
| 5.6. | Utilization of by-product materials |
| 5.6.1. | Overview of advanced carbon materials |
| 5.6.2. | Background on carbon black (1/2) |
| 5.6.3. | Background on carbon black (2/2) |
| 5.6.4. | Overview of carbon black market |
| 5.6.5. | Specialty carbon black analysis |
| 5.6.6. | Ash, slag and char utilization |
| 5.6.7. | Biochar |
| 5.6.8. | Biochar applications |
| 6. | BLUE HYDROGEN MARKET FORECASTS |
| 6.1. | Forecasting data collection & assumptions |
| 6.2. | Forecasting methodology |
| 6.3. | Blue hydrogen forecast breakdown |
| 6.4. | Blue hydrogen project announcements |
| 6.5. | Blue hydrogen capacity forecast by technology |
| 6.6. | Blue hydrogen capacity forecast by end-use |
| 6.7. | Blue hydrogen capacity forecast by region |
| 6.8. | CO₂ capture capacity forecast by technology |
| 6.9. | Blue hydrogen market forecast by technology |
| 6.10. | Blue hydrogen cost of installations forecast by technology |
| 6.11. | Blue hydrogen capacity & market forecast by installation type |
| 6.12. | IDTechEx's outlook on blue hydrogen |
| 7. | COMPANY PROFILES |
| 7.1. | Topsoe |
| 7.2. | Monolith |
| 7.3. | BASF |
| 7.4. | Hazer Group |
| 7.5. | Graforce |
| 7.6. | C-Zero |
| 7.7. | Transform Materials |
| 7.8. | Mote |
| 7.9. | Johnson Matthey |
| 7.10. | Honeywell UOP |
| 7.11. | Air Liquide |
| 7.12. | CAPTICO₂ |
| 7.13. | FuelCell Energy |
| 7.14. | Svante |
| 7.15. | CO₂ Capsol |
| 7.16. | 8Rivers |
| 7.17. | Chiyoda Corporation: CT-CO₂AR |
| 幻灯片 | 391 |
|---|---|
| Companies | 17 |