據烴加工新聞2月14日消息稱,隨著全球領導人尋求能源解決方案,以幫助實現脫碳和提高能源安全,全球氫能轉型市場似乎正沿著軌道成為一個主要的全球能源的燃料使用的勢頭。
根據GlobalData的數據,作為加速能源轉型的一種方式,人們對低碳氫燃料的興趣正在迅速增長,這目前代表著超過4200萬噸/年的潛在產能。
GlobalData 能源轉型分析師 Barbara Monterrubio 表示:“氫作為一種低碳或零碳能源在儲能、建筑和交通等需求領域越來越受歡迎。許多國家已經開始考慮以氫為基礎的經濟來支持脫碳。目前,綠色氫在氫氣生產中所占的份額很小,但考慮到各國和企業宣布的雄心勃勃的目標,綠色氫有望增加。”
到2021年底,低碳氫行業項目的產能超過4200萬噸/年,其中大部分來自綠色氫,目前電解槽管道的產能接近300吉瓦。到目前為止,4200萬噸/年的新產能中超過三分之二來自獨聯體地區、歐洲和大洋洲,其中87%和12%分別來自綠色和藍色項目,不到0.5%來自紫色和藍綠色項目。在2021年第四季度,33 個國家宣布新建低碳氫工廠,其中澳大利亞、智利和美國的項目為全球氫年產能增加了300萬噸。
Monterrubio繼續說道:“這些地區的國家正在推動氫的使用,是全球氫政策的領導者。它們也處于發展氫經濟的有利地位,但可能需要進口來實現它們的低碳目標。”
澳大利亞在90個不同的綠色氫樞紐和項目中以超過800萬噸/年的產能繼續引領著世界的未來產能,在這些項目中,綠色氨出口項目將利用日本、韓國和中國對低碳氫需求的預期增長。由于天然氣的低成本,北美和中東在藍色氫產能方面領先。在北美,需求部門將包括煉油、化工、工業和運輸。
Monterrubio補充說:“年對該行業來說是關鍵的一年,因為第一個大型項目有望達到最終投資決定(FID)階段并開始建設。最近開始工程和采購工作的2吉瓦的沙特新能源(Neom)綠色氫項目就是這樣。該項目計劃于今年開工,到2026年竣工。”
朱佳妮 摘譯自 烴加工新聞
原文如下:
Interest in low carbon hydrogen growing
With global leaders in search of energy solutions that help achieve decarbonisation and enhance energy security, the global hydrogen energy transition market seems to be on track to becoming a major global energy source in its own right with the fuels use gathering momentum.
Interest in low carbon hydrogen as a way to accelerate the energy transition is growing rapidly and the project pipeline now represents over 42 million tpy of potential capacity, according to GlobalData.
Barbara Monterrubio, Energy Transition Analyst at GlobalData, said: “Hydrogen is becoming popular as a low or zero-carbon energy source in demand segments such as energy storage, buildings, and transportation. Many countries have begun to consider a hydrogen-based economy to support decarbonisation. Green hydrogen presently has a small share in the hydrogen production mix but is poised to increase, given the ambitious targets announced by countries and companies.”
By the end of 2021, the low carbon hydrogen sector had over 42 million tpy capacity of pipeline projects, coming mostly from green hydrogen where the pipeline for electrolysers is now almost 300 GW. To date, over two thirds of the 42 million tpy of upcoming capacity is coming from the Former Soviet Union, Europe and Oceania, of which 87% and 12% comes from green and blue, respectively, with less than 0.5% coming from purple and turquoise projects. During 4Q21, 33 countries announced new low carbon hydrogen plants, with projects in Australia, Chile, and the US adding 3 million tpy capacity to the global hydrogen pipeline.
Monterrubio continued: “Countries in these regions are driving the use of hydrogen and are global leaders in hydrogen policy. They are also well-positioned to grow a hydrogen economy but will likely require imports to achieve their low carbon aims."
Australia continues to lead the world's upcoming capacity with over 8 million tpy across 90 different green hydrogen hubs and projects in the country, where green ammonia export projects are positioned to take advantage of the expected growth in low carbon hydrogen demand of Japan, South Korea and China. North America and the Middle East lead in blue hydrogen capacity due to the low cost of natural gas. In North America, demand sectors will include oil refining, chemicals, industry, and transportation.
Monterrubio added: “This year is crucial for the sector as the first large scale projects look to reach the final investment decision (FID) stage and start construction. This is the case with the 2GW Saudi Neom green hydrogen project in Saudi Arabia, which has recently started engineering and procurement works, and is looking to start construction this year for completion in 2026.”
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