It is hotly discussed in the industry that the cost of green hydrogen of trillion-yuan hydrogen track can be reduced in the future
Time：2022/4/26 15:01:41 Tag：energy，hydrogen
Under the background of energy revolution, the development of green renewable energy has been paid more and more attention. During the BOao Forum for Asia annual Conference 2022, the sub-forum on "Building the Supply-demand Relationship of Green Hydrogen Energy" was in the spotlight.
"It is the consensus of the whole world to vigorously develop renewable energy, and hydrogen energy plays an irreplaceable role in connecting renewable energy storage and regulating energy." Deng Jianling, general manager of China Huaneng Group Co LTD, said at the forum that the green hydrogen industry is very promising and will bring huge business opportunities to the future economic transformation and development.
Explore business opportunities in hydrogen energy industry
"Green hydrogen industry in China may have an output value of 3 trillion yuan to be explored and developed, from convenient production, transportation and storage, commercial development and utilization to the realization of liquid hydrogen products in the future, will bring us a huge opportunity to invest in the development of zero carbon, low carbon energy." Deng jianling said.
According to the Chinese the hydrogen union predicts that by 2025, our country the hydrogen industry output value will reach 1 trillion yuan, in 2050, the demand of hydrogen will be close to 60 million tons, about 700 million tons of carbon dioxide emission reduction, the hydrogen in terminal energy system in our country accounted for more than 10%, industrial output value reached 12 trillion yuan, become the new growth pole for leading the economic development.
"There are many links and application scenarios involved in the hydrogen energy industry chain, and the development space is broad." Sun Wei, general manager of Baoguang Lianyue Hydrogen Energy Development Co., LTD, said in an interview with Securities Daily that China's hydrogen energy industry is stepping into a fast track of development driven by the goal of carbon peak and carbon neutrality. Many places have issued hydrogen energy industry plans to accelerate the distribution of hydrogen energy industry.
The trillion-yuan hydrogen track has attracted a lot of attention, and many enterprises are also speeding up the layout. Securities Daily reporters found that more than 100 listed companies have announced their involvement in the hydrogen industry chain after checking the announcements of listed companies and interactive platforms for investors.
"Green hydrogen is going to play a very important role in new energy systems, but it's also a very good medium for energy storage, which can help smooth out the volatility of renewables and provide some balance." Zhang Lei, CEO of Vision Technology Group, said at the forum that Vision and FMG plan to jointly develop and realize 10 million tons of hydrogen energy in the next 10 years.
Multiple pain points to solve
At the same time, some "pain points" facing the development of hydrogen energy industry have also been concerned. Among them, reducing the cost of hydrogen production is an unavoidable topic.
Liu Jimao, assistant president of Xingchu Century Technology Co., LTD, told Securities Daily that using renewable energy to produce hydrogen by electrolysis of water is the process with the lowest carbon emission among many hydrogen sources.
Zhang lei said that the cost of hydrogen production has been achieved at more than 10 yuan per kilogram of green hydrogen, and the cost will only be lower in the future.
In Liu Jimao's opinion, photovoltaic hydrogen production is an important direction in the future. Its raw materials are solar energy and water. As long as the electricity price is cheap enough, the cost may be lower than coal hydrogen production, so it has good economic efficiency.
In addition, zhang said that the current pain points in the development of hydrogen energy include hydrogen storage, transportation, downstream application and pipeline hydrogenation, which is a long link.
In the aspect of storage and transportation, Sun Wei said that 20MPa gaseous high-pressure hydrogen storage and long tube trailer transportation are widely used in China at present. The cost is about 20 yuan/kg, accounting for half of the terminal consumer price of hydrogen. However, gaseous transportation has low hydrogen storage density and high compression energy consumption, so it is only suitable for hydrogenation stations with daily demand below 300kg and short transportation distance. With the expansion of domestic hydrogen use and longer transportation distance in the future, 50MPa gaseous high-pressure hydrogen storage or liquid hydrogen transportation can meet the requirements of high efficiency and economy.
In the industry, hydrogen production must be coordinated with storage and transportation, and use hydrogen to achieve integrated development. Qi Haizhen, president of Beijing Teyi Sunshine New Energy Technology Co., LTD, told Securities Daily, "First, the energy density of hydrogen storage and transportation in long tubes is low, and the transportation radius should be within 200 kilometers, otherwise the cost is too high. Second, the synchronous development of the number of hydrogenation stations and the number and volume of the main body using hydrogen. It is very important to facilitate and fast hydrogenation, otherwise the commercial operation will be under great pressure." (Source: Securities Daily)