据气体世界2021年9月2日报道，北美的低碳氢产量预计到2030年前将增加近两倍，达到每年140万吨。
这是根据全球领先数据分析公司GlobalData 9月1日发布的一份题为《北美氢市场概况、需求、政策、交易和关键参与者》的报告得出的结论。该报告预计，至少85%的低碳氢是蓝氢。
GlobalData能源转型分析师迈尔斯?韦恩斯坦表示：“由于天然气价格较低，以及地质碳储存的合适地点丰富，北美的蓝氢生产成本是全球最低的。”
“尽管如此，在美国，蓝氢的生产成本是每公斤1.52美元，而灰氢的生产成本是每公斤1美元。 虽然加拿大的成本与美国相当，但加拿大在蓝氢领域领先于美国，主要原因是加拿大拥有现有的天然气开采和碳封存基础设施，以及对低碳汽车和燃料的资助。
“然而，在全球其他大多数地区，由于天然气价格上涨，或者在某些情况下，廉价的可再生电力，绿氢厂的产能远远超过蓝氢产能。”
李峻 编译自 气体世界
原文如下：
Low-carbon hydrogen production to nearly triple in North America by 2030
Low-carbon hydrogen production in North America is expected to nearly triple by 2030, reaching 1.4 million tonnes per annum (mtpa).
That’s according to a GlobalData report released today (September 1), titled North American Hydrogen Market – Overview, Demand, Policies, Deals and Key Players, that projects that at least 85% of the produced low-carbon hydrogen to be blue hydrogen.
“Blue hydrogen production in North America is some of the cheapest in the world due to low natural gas prices and an abundance of suitable sites for geological carbon storage,” said Miles Weinstein, Energy Transition Analyst at GlobalData.
“Still, the cost of blue hydrogen production is in the US is $1.52/kg, compared to $1/kg for grey hydrogen. While Canadian costs are comparable, Canada leads the US in blue hydrogen due mainly to existing natural gas extraction and carbon sequestration infrastructure, as well as funding for low carbon vehicles and fuels.
“In most other global regions, however, the capacity of green hydrogen plants far outpaces that of blue due to higher natural gas prices or, in some cases, cheap renewable electricity.”
