全球绿色氢能源管道项目容量超60吉瓦

据能源新闻10月12日消息称，Kallanish Energy的报告显示，新的分析表明，全球绿色氢能源开发的管道容量超过60吉瓦。

雷斯塔能源公司（Rystad Energy）的一项新研究发现，在新冠疫情发生后，政府出台19项绿色激励措施，大力推动了氢能源的发展。分析显示，目前正在管道中的绿色氢气项目中有87％来自吉瓦规模的电厂。

欧洲和澳大利亚目前在容量为1吉瓦或更高的电解器项目中处于领先地位，澳大利亚的项目包括：亚洲可再生能源中心、默奇伊森可再生氢项目、格莱斯顿中心和太平洋太阳能氢能项目。

在欧洲，绿色氢项目正受到欧盟7月发布的氢战略的推动，该战略的目标是在2025年至2030年期间，在欧盟各地开发40吉瓦的清洁氢电解器，并生产多达1000万吨的可再生氢。

但是，雷斯塔强调指出，欧洲未来将依赖海上风能发电，并开发绿色氢能源项目，据估计，与海上风能或太阳能相比，绿色氢能所需的资本支出要高得多。由于成本较低，太阳能和陆上风能是全球氢气电解项目的主要动力，尽管海上风能提供更高水平的产能。

雷斯塔能源公司可再生能源负责人格罗·法鲁焦表示：“尽管管道不断扩大，但我们预计，到2035年，只有不到一半的装机容量(30吉瓦)能够投入使用，因为开发商需要降低生产成本。为了更快地推进项目，需要政府的支持，特别是那些将由昂贵的海上风能驱动的开发项目。”

曹海斌 摘译自 能源新闻

原文如下：

Green hydrogen projects in pipeline over 60GW globally: Rystad

New analysis shows that the global pipeline of green hydrogen developments exceeds 60 gigawatts (GW), Kallanish Energy reports.

New research from Rystad Energy found that green hydrogen developments are being spurred on by incentives for governments presented by post-Covid 19 green stimulus packages. The analysis shows that 87% of green hydrogen projects currently in the pipeline coming from gigawatt-scale plants.

Europe and Australia are currently leading the way in electrolyzer projects with a capacity of 1 GW or more, with such projects in Australia: the Asian Renewable Energy Hub, Murchinson Renewable Hydrogen Project, Gladstone Hub and the Pacific Solar Hydrogen.

In Europe, green hydrogen projects are being driven by the European Union’s hydrogen strategy, published in July, which aims to develop 40 GW of clean hydrogen electrolyzers and the production of up to 10 million tonnes of renewable hydrogen across the EU between 2025 and 2030.

However, Rystad has highlighted that Europe will be reliant on offshore wind production to power and develop green hydrogen projects going forward, which it estimates requires a significantly higher capital expenditure than onshore wind or solar power. Solar and onshore wind are the primary power sources for global hydrogen electrolyser projects due to lower costs involved, despite offshore wind power offering higher levels of capacity.

“Despite the growing pipeline, we forecast less than half of this capacity (30 GW) will be operational by 2035, as developers will need to lower production costs. Government support will be required to advance projects more quickly, particularly for those developments that will be powered by costlier offshore wind,” said Rystad Energy’s head of renewables, Gero Farruggio.