Chapter 3 Electrolyzer Industry Overview
- PEM Electrolyzer Market
- Market for PEM Electrolyzer MEA Components
- PEM Electrolyzer Market by Segment
- Market Forecast
- Electrolyzer Market
Chapter 4 Market and Technology Overview
- Technical Overview
- Electrolyzers
- Key Components of Electrolyzers
- Market Overview
- Value Chain
- Government Policies
Chapter 5 PEM Electrolyzer Components and Markets
- Key Components
- Membrane Electrode Assembly
- Stack Assembly Lines
- Catalyst Coated Membranes
- Porous Transport Layer
- Bipolar Plates
- Economies of Scale
- Key Materials in PEM Electrolyzers
- Platinum
- Iridium
Chapter 6 PEM Electrolyzer Market by Application
- Hydrogen Fueling Stations
- Chemical Industry
- Refineries
- Other Applications
Chapter 7 Market Breakdown by Region
- War Analysis
- Russia-Ukraine War
- Tension Between China and Taiwan
- Asia-Pacific
- Europe
- North America
- Rest of the World
Chapter 9 Company Profiles
- PEM Electrolyzer and Component Manufacturers
- Company Profiles PEM Electrolyzer Manufacturers
- Areva H2Gen (Acquired By Gtt)
- Asahi Kasei
- Carbotech
- Chengdu Vertex Industry Co. Ltd.
- Cummins Inc.
- Denora
- Elogen (Acquired By Gtt)
- Erredue Spa
- Giner Elx (Acquired By Plug Power)
- Green H2 Systems
- Hele Titanium
- Hiat Ggmbh
- Honda
- Hytron
- Igas Energy Plc
- Ineos
- ITM Power
- Kobelco
- Man Energy (H-Tec)
- Nel Hydrogen
- Ohmium International
- Peak Scientific
- Plug Power Inc.
- Siemens Energy
- Company Profiles Of Component Manufacturers
- 3M
- Advent
- Avcarb
- Ballard Power Systems
- Basf
- Chemours Co.
- Freudenberg
- Greenerity3(Subsidiary Of Toray)
- Heraeus
- Hyplat
- Ion Power
- IRD Fuel Technology
- Johnson Matthey
- Mitsubishi Chemical Corp.
- SGL Carbon
- Solvay
- Tanaka Precious Metals
- Toray
- Umicore
- W. L. Gore & Associates, Inc.
List of Tables
Summary Table: Global PEMEL Market, by Application, Through 2027
Table A: Report Resources
Table 1: MEA Component Market
Table 2: Global Electrolyzer Market, by Technology, 2020
Table 3: Key Characteristics of Alkaline Electrolyzers
Table 4: Key Characteristics of PEM Electrolyzers
Table 5: Key Characteristics of SOEC Electrolyzers
Table 6: Key Characteristics of AEM Electrolyzers
Table 7: Electrolyzer Components and Materials
Table 8: Key Hydrogen and Electrolyzer Initiatives
Table 9: Key Hydrogen R&D Programs
Table 10: Key Manufacturers of PEM Electrolyzer Components
Table 11: Global PEMEL Market, by MEA Component, Through 2027
Table 12: Global PEMEL Market, by Application, Through 2027
Table 13: Global PEMEL Market in HFS, by Region, Through 2027
Table 14: Key HFS Technologies and Associated Cost Analysis
Table 15: HFS Projects Referred to in the Report
Table 16: Global PEMEL Market in Chemical Industry, Through 2027
Table 17: Chemical Production Projects Referred to in the Report
Table 18: European PEMEL Market in Refinery Industry, Through 2027
Table 19: Refinery Projects Referred to in the Report
Table 20: Global PEMEL Market in Other Applications, by Region, Through 2027
Table 21: Other Application Projects Referred to in the Report
Table 22: Global PEM Electrolyzers Market, by Region, Through 2027
Table 23: APAC PEMEL Market, by Application, Through 2027
Table 24: PEM Electrolyzer Projects in APAC, by Country, 2019-2028
Table 25: PEM Electrolyzer Projects in APAC, by Application, 2019-2028
Table 26: EU PEMEL Market, by Application, Through 2027
Table 27: PEM Electrolyzer Projects in EU, by Country, 2019-2030
Table 28: PEM Electrolyzer Projects in EU, by Application, 2019-2030
Table 29: Planned and Announced PEMEL Projects in the U.S., by Capacity, June 2021
Table 30: North American PEMEL Market, by Application, Through 2027
Table 31: PEM Electrolyzer Projects in North America, by Country, 2019-2025
Table 32: PEM Electrolyzer Projects in North America, by Application, 2019-2025
Table 33: RoW PEMEL Market, by Application, Through 2027
Table 34: PEM Electrolyzer Projects in RoW, by Country, 2021-2024
Table 35: PEM Electrolyzer Projects in RoW, by Application, 2021-2024
Table 36: Publicly Disclosed Large-Scale Orders and Installations
Table 37: PEM Electrolyzer Manufacturers’ Headquarters and Manufacturing Locations
Table 38: Component Manufacturers Headquarters and Manufacturing Locations
Table 39: ITM Power: Products Offered
Table 40: 3M: Financial Performance, Through 2021
Table 41: SGL: Financial Performance, Through 2021
List of Figures
Summary Figure: Global PEMEL Market, by Application, 2021-2027
Figure 1: PEM Electrolyzer Market Estimate
Figure 2: Stage 1: PEM Electrolyzer Component Cost Summary
Figure 3: Stage 2-MEA Components: PEM Electrolyzer Component Cost Summary
Figure 4: MEA Component Share in PEM Electrolyzer Cost
Figure 5: Global Electrolyzer Market Volume, by Type, 2015-2020
Figure 6: Global Electrolyzer Market Volume, by Region/Country, 2015-2020
Figure 7: New Electrolyzer Capacity Based on Projects Under Construction or Planned, by Region/Country, 2021-2030
Figure 8: Alkaline Electrolyzer
Figure 9: PEM Electrolyzer
Figure 10: Solid Oxide Electrolyzer
Figure 11: AEM Electrolyzer
Figure 12: PEM Electrolyzer Component Costs, by Percentage
Figure 13: Water Electrolysis System with PEM Technology
Figure 14: PEM Electrolyzer Components and Materials
Figure 15: PEM Electrolyzer 1 MW System Cost Analysis
Figure 16: PEM Electrolyzer 1 MW System Cost Reduction Potential
Figure 17: PEM Electrolyzer Value Chain
Figure 18: Electrolyzer Value Chain Trends, 2020-2030
Figure 19: PEM MEA Design
Figure 20: Semi-Automatic Stack Assembly Line
Figure 21: Catalyst Deposition Using Spray Coating
Figure 22: Powder Metallurgy Process for Producing Titanium Felts Used in the PTL
Figure 23: Production Process for Metal Bipolar Plates
Figure 24: Economies of Scale for CCM (1)
Figure 25: Economies of Scale for CCM (2)
Figure 26: Economies of Scale for PTL (1)
Figure 27: Economies of Scale for PTL (2)
Figure 28: Carbon Cloth and Ti-Based PTL Cost
Figure 29: Economies of Scale for Stack Cost (1)
Figure 30: Economies of Scale for Stack Cost (2)
Figure 31: Economies of Scale for PEM System Cost (1)
Figure 32: Economies of Scale for PEM System Cost (2)
Figure 33: Platinum Demand and Returns, Conservative Scenario [kg/a]
Figure 34: Platinum Demand and Returns, Progressive Scenario [kg/a]
Figure 35: Iridium Demand and Returns, Conservative Scenario [kg/a]
Figure 36: Iridium Demand and Returns, Progressive Scenario [kg/a]
Figure 37: Electrolyzer Applications, by Technology
Figure 38: Ammonia Production Using PEM Electrolyzers
Figure 39: Ammonia Production Using PEM Electrolyzers
Figure 40: Global Hydrogen Production Forecast, by Technology, 2020-2050
Figure 41: Global Electrolyzer Manufactured Capacity, by Technology, 2020-2050
Figure 42: Top 5 PGM Exporters and Their Share in Global Export
Figure 43: Top 5 Exporters of Electrolyzers and Their Share in Global Export
Figure 44: Top 5 Importers of Electrolyzers and Their Share in Global Import
Figure 45: Sites of U.S. PEM Electrolyzers, Installed and Planned, June 2021
Figure 46: U.S. Hydrogen Production Forecast, by Technology, 2020-2050
Figure 47: North American Manufacturer Electrolyzer Capacity, by Technology, 2020-2050
Figure 48: 3M: Revenue Share, by Segment, 2021
Figure 49: 3M: Revenue Share, by Region, 2021