据能源经济2月22日消息称,目前,全球范围内正在进行的氢项目投资高达3000亿美元,预计将在2030年实现。根据一份新的报告,其中需要800亿美元投资的项目已经处于成熟阶段。
在全球范围内,已经宣布了228个大型项目,其中85%位于欧洲、亚洲和澳大利亚。这些项目包括大规模工业使用、交通应用、综合氢经济、基础设施和超大规模生产项目。
他说:“如果所有宣布的项目都取得成果,到2030年,总投资将达到3000亿美元以上。目前,其中800亿美元的投资可以认为已经成熟。”
成熟的项目是指处于规划阶段、已经通过最终投资决定(FID)、正在建设、已经投产或正在运营的项目。
该报告证实,从总拥有成本(TCO)的角度来看,到2030年,氢可能成为20多个应用领域中最具竞争力的低碳解决方案,包括长途卡车、航运和钢铁。
通过三种集群类型进行氢能项目的部署已经越来越受到人们的青睐:支持炼油、发电、化肥和钢铁生产的工业中心;资源丰富的国家出口中心;以及燃料补给、港口物流、运输等港区。
该报告称,集群成本的降低将使全球氢贸易成为可能,将日本、韩国和欧盟等未来主要需求中心与中东、北非、南美或澳大利亚等低成本氢生产地区连接起来。
朱佳妮 摘译自 能源经济
原文如下:
$300 bn investment lined up in Hydrogen projects globally
A mammoth $300 billion investment is currently lined up in Hydrogen projects globally that is set to materialize by 2030. Of this, projects entailing investment of $80 billion is already in mature stage, according to a new report.
Globally, 228 large-scale projects have been announced with 85 per cent located in Europe, Asia, and Australia. These include large-scale industrial usage, transport applications, integrated hydrogen economy, infrastructure, and giga-scale production projects.
"If all announced projects come to fruition, total investments will reach more than $300 billion in spending through 2030. Of this investment $80 billion can currently be considered mature," the report said.
Mature projects are those which are in the planning stage, have passed a final investment decision (FID), or are under construction, already commissioned, or operational.
The report confirms that – from a total cost of ownership (TCO) perspective – Hydrogen can become the most competitive low-carbon solution in more than 20 applications by 2030, including long haul trucking, shipping and steel.
Deployment of Hydrogen projects through three cluster types is already gaining traction: Industrial centres that support refining, power generation, and fertiliser and steel production; export hubs in resource-rich countries; and port areas for fuel bunkering, port logistics, and transportation.
The reduced costs from clusters will enable global trade in hydrogen, connecting future major demand centres such as Japan, South Korea, and the European Union to regions of abundant low-cost hydrogen production means like the Middle East, North Africa, South America, or Australia, according to the report.