Press Release

North America Water as a Fuel Market is Expected to grow at a robust CAGR of 10.82% through 2030F

The North America Water as a Fuel Market is expected to be led by the United States due to its advanced technology adoption, strong industrial base, and government incentives for clean energy, during the forecast period 2026-2030F.


According to TechSci Research report, “North America Water as a Fuel Market – By Country, Competition, Forecast & Opportunities, 2020-2030F, The North America Water as a Fuel Market was valued at USD 2.17 Billion in 2024 and is expected to reach USD 4.02 Billion by 2030 with a CAGR of 10.82% during the forecast period.

The accelerating demand for sustainable energy transformation in North America’s industrial sectors is emerging as a core driver for the water as a fuel market. Traditional industrial operations, such as steel production, ammonia synthesis, and oil refining, are major emitters of carbon dioxide and have faced mounting pressure to shift toward low-emission alternatives. Water-derived hydrogen offers a zero-carbon substitute for fossil-based hydrogen (commonly produced via natural gas), presenting a vital opportunity to decarbonize industrial heat applications and feedstock processes. These industries are actively exploring water as a fuel because it supports operational sustainability without compromising energy intensity or scalability. In high-heat manufacturing environments, hydrogen produced through electrolysis enables cleaner combustion and is increasingly seen as essential for meeting environmental compliance obligations.

Many industrial conglomerates are committing to science-based emissions reduction targets, aligning with international frameworks such as the Paris Agreement and environmental, social, and governance (ESG) benchmarks. This has triggered a wave of internal investments into low-carbon fuels, particularly in locations with abundant renewable power and water infrastructure. Electrolyzers are being deployed adjacent to industrial clusters, allowing water to be converted into hydrogen at the point of use, thus minimizing fuel transportation costs and emissions. The ability to generate clean hydrogen on-site using deionized water and renewable energy sources such as wind and solar enhances supply chain security while positioning industrial users at the forefront of climate innovation. With green hydrogen demand projected to surge in multiple industrial verticals, water as a fuel is becoming an indispensable input in the future energy matrix of North American industry.

A forward-looking trend gaining momentum in the North America Water as a Fuel Market is the development of seawater and wastewater electrolysis technologies aimed at addressing water resource limitations. Traditional electrolysis requires purified water, which poses a challenge in water-scarce regions. In response, researchers and energy companies are investing in new electrolyzer systems capable of directly processing saline or grey water through advanced filtration and catalytic techniques. This technological progress not only reduces the strain on freshwater supplies but also aligns with circular economy principles by reusing municipal and industrial wastewater streams.


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Based on End use Industry, Automotive segment is expected to be the fastest-growing segment in the North America Water as a Fuel Market. This growth is primarily driven by the increasing focus on sustainable transportation solutions and the shift towards zero-emission vehicles. Hydrogen-powered vehicles, particularly fuel cell electric vehicles (FCEVs), are gaining momentum as an alternative to traditional internal combustion engine vehicles. The adoption of hydrogen as a fuel source for automobiles is being supported by government incentives, environmental regulations, and the growing need to reduce greenhouse gas emissions.

Several leading automotive manufacturers, including Toyota, Hyundai, and General Motors, have already committed to the development of hydrogen-powered vehicles and the establishment of hydrogen refueling infrastructure across North America. Additionally, advancements in hydrogen fuel cell technology are improving the efficiency and driving range of these vehicles, making them more competitive with battery electric vehicles.

With an increasing emphasis on green technologies and decarbonizing the transportation sector, the automotive industry’s investment in hydrogen fuel cells is projected to surge in the coming years. This trend, combined with the ongoing development of hydrogen refueling stations, is expected to drive the automotive segment's dominance in the North America Water as a Fuel Market during the forecast period.

Based on country, ​ Mexico is quickly emerging as the fastest-growing country in the North America Water as a Fuel market, driven by its increasing commitment to renewable energy and sustainable practices. The country’s government has set ambitious goals for reducing carbon emissions, which has led to a stronger focus on green technologies, including hydrogen production from water. The automotive sector, in particular, is experiencing growth as Mexican manufacturers explore hydrogen fuel cell vehicles, supported by international collaborations and investments.

Mexico's strategic location near the United States, along with its favorable trade agreements, positions it as a key player in the North American hydrogen economy. With infrastructure development gaining momentum, Mexico’s role in the water as a fuel market is expected to expand significantly in the coming years.


Key market players in the North America Water as a Fuel market are: -

  • Air Liquide S.A.
  • Linde plc
  • Cummins Inc.
  • Plug Power Inc.
  • Nel ASA
  • ITM Power plc
  • Ballard Power Systems Inc.
  • General Motors Company


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“The North America Water as a Fuel Market is poised for substantial growth, driven by increasing demand for clean energy solutions, government support for green technologies, and advancements in hydrogen production. As industries and transportation sectors adopt hydrogen fuel cells to reduce carbon emissions, the market will expand rapidly. Innovations in electrolyzer technologies, coupled with investments in hydrogen infrastructure, will enhance production efficiency. Partnerships between governments, automakers, and energy providers will further stimulate market growth. With rising environmental concerns and a shift toward sustainable energy sources, the North American Water as a Fuel market is expected to grow steadily in the future.Top of Form” said Mr. Karan Chechi, Research Director of TechSci Research, a research-based Global management consulting firm.

“North America Water as a Fuel Market By Fuel Type (Oxyhydrogen, Hydrogen), By Technology (Natural Gas Reforming, Electrolysis), By End use Industry (Refineries, Manufacturing, Petrochemicals, Utilities, Automotive, Aerospace, Electronics, Others), By Country, By Competition, Forecast and Opportunities, 2020-2030F,” has evaluated the future growth potential of North America Water as a Fuel Market and provides statistics & information on market size, structure, and future market growth. The report intends to provide cutting-edge market intelligence and help decision makers take sound investment decisions. Besides the report also identifies and analyzes the emerging trends along with essential drivers, challenges, and opportunities in North America Water as a Fuel Market.

 

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North America Water as a Fuel Market By Fuel Type (Oxyhydrogen, Hydrogen), By Technology (Natural Gas Reforming, Electrolysis), By End use Industry (Refineries, Manufacturing, Petrochemicals, Utilities, Automotive, Aerospace, Electronics, Others), By Country, By Competition, Forecast and Opportunities 2020-2030F

Power | May, 2025

The North America Water as a Fuel Market is increasing due to growing demand for alternative clean energy sources that reduce carbon emissions and dependence on fossil fuels, during the forecast period.

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