据烃加工新闻9月7日消息称，全球氢市场正在蓬勃发展，GlobalData预计，到2030年，北美的低碳氢产量将增长近两倍，达到140万吨/年。该公司指出，北美的转型是由蓝色氢驱动的，预计到2030年，蓝色氢将占低碳氢产能的85%。
根据 GlobalData 的最新报告《北美氢能市场——概述、需求、政策、交易和主要参与者》，北美一直在增加对氢的新领域的投资，如交通、绿色燃料和电力，以适应全球氢作为一种清洁能源过渡燃料的趋势。
GlobalData 能源转型分析师 Miles Weinstein 评论道：“由于天然气价格低廉，以及地质碳储存的合适地点丰富，北美的蓝色氢气生产是世界上最便宜的。尽管如此，美国蓝氢的生产成本为1.52美元/公斤，而灰氢的成本为1美元/公斤。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，绿色氢气的产能远远超过蓝色氢。
“虽然蓝色氢的生产成本高于灰色氢，但美国的碳捕获和存储税收抵免有效地将蓝色氢的成本降低到1.26美元/公斤，到 2026 年达到 1.11 美元/公斤。加拿大目前也在考虑类似的税收抵免。”
北美的绿色和蓝色氢气生产商把交通部门作为潜在市场的目标比其他任何地方都多。与此同时，汽车制造商、石油和天然气公司以及其他公司开始构建燃料电池电动汽车(FCEVs)和氢燃料基础设施的价值链。最近在氢运输领域的行业合作、交易和其他活动都证明了这一点，包括雪佛龙和丰田之间高调的联盟，以促进氢运输市场。总部位于美国的尼古拉汽车和 ZeroAvia 等公司分别将业务集中在中型和重型氢动力汽车和氢动力飞机上。
Weinstein 继续说道：“由于加州的低碳燃料标准，目前交通运输行业的需求主要限于加利福尼亚的一个利基市场。通过类似的政策干预或直接降低成本，运输也可以成为北美其他地区使用氢的有竞争力的部门。”
朱佳妮 摘译自 烃加工新闻
原文如下：
Globaldata: Blue hydrogen to account for 85% of low-carbon hydrogen capacity in America by 2030
Hydrogen markets are taking off around the world, and GlobalData expects low-carbon hydrogen production in North America to nearly triple by 2030, reaching 1.4 million tpy. The company notes that North America’s transition has been driven by blue hydrogen, which is expected to make up 85% of low-carbon hydrogen capacity by 2030.
According to GlobalData’s latest report, ‘North America Hydrogen Market – Overview, Demand, Policies, Deals and Key Players’, North America has been increasing investments in new sectors for hydrogen, such as transportation, green fuels, and power, in line with the global trend toward hydrogen as a clean energy transition fuel.
Miles Weinstein, Energy Transition Analyst at GlobalData, commented: “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. Still, the cost of blue hydrogen production in the US is US$1.52/kg, compared to US$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.
“While blue hydrogen is more expensive to produce than grey, US tax credits for carbon capture and storage effectively reduce the cost of blue hydrogen to US$1.26/kg, reaching US$1.11/kg by 2026. A similar tax credit is currently under consideration in Canada.”
Producers of green and blue hydrogen in North America are targeting the transportation sector more than any other as a potential market. Meanwhile, automotive manufacturers, oil and gas companies, and others are beginning to build up a value chain for fuel cell electric vehicles (FCEVs) and hydrogen fuelling infrastructure. This is evidenced by recent industry partnerships, deals, and other activity in the hydrogen transportation sector, including a high-profile alliance between Chevron and Toyota to catalyse hydrogen transportation markets. Companies such as US-based Nikola Motor and ZeroAvia, have centred their business align="justify"> Weinstein continues: “Current demand in the transportation sector is mainly limited to a niche market in California due to the state’s Low Carbon Fuel Standard. With similar policy intervention or direct cost reductions, transportation can become a competitive sector for hydrogen use in the rest of North America as well.”
