據能源新聞10月12日消息稱，Kallanish Energy的報告顯示，新的分析表明，全球綠色氫能源開發的管道容量超過60吉瓦。

雷斯塔能源公司（Rystad Energy）的一項新研究發現，在新冠疫情發生后，政府出臺19項綠色激勵措施，大力推動了氫能源的發展。分析顯示，目前正在管道中的綠色氫氣項目中有87％來自吉瓦規模的電廠。

歐洲和澳大利亞目前在容量為1吉瓦或更高的電解器項目中處于領先地位，澳大利亞的項目包括：亞洲可再生能源中心、默奇伊森可再生氫項目、格萊斯頓中心和太平洋太陽能氫能項目。

在歐洲，綠色氫項目正受到歐盟7月發布的氫戰略的推動，該戰略的目標是在2025年至2030年期間，在歐盟各地開發40吉瓦的清潔氫電解器，并生產多達1000萬噸的可再生氫。

但是，雷斯塔強調指出，歐洲未來將依賴海上風能發電，并開發綠色氫能源項目，據估計，與海上風能或太陽能相比，綠色氫能所需的資本支出要高得多。由于成本較低，太陽能和陸上風能是全球氫氣電解項目的主要動力，盡管海上風能提供更高水平的產能。

雷斯塔能源公司可再生能源負責人格羅·法魯焦表示：“盡管管道不斷擴大，但我們預計，到2035年，只有不到一半的裝機容量(30吉瓦)能夠投入使用，因為開發商需要降低生產成本。為了更快地推進項目，需要政府的支持，特別是那些將由昂貴的海上風能驅動的開發項目。”

曹海斌 摘譯自 能源新聞

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.