绿色氢有助于推动就业复苏 走出疫情沉霾

据油气新闻网站6月14日消息 普华永道（PwC）旗下Strategy&Middle East的一份最新报告显示，到2050年，绿色氢出口市场每年价值可能达3000亿美元，为全球可再生能源和氢生产创造40万个就业岗位。

到2050年，全球对绿色氢的需求将达到约5.3亿吨，取代约104亿桶油当量（约占疫情前全球石油产量的37%）。

可再生能源成本的迅速下降和技术进步将使氢成为全球运输廉价清洁能源的首选媒介。此外，COVID-19的大流行大大减少了碳氢化合物的需求，加速了脱碳的趋势。

根据这份报告，海湾合作委员会（GCC）成员国可以提高产量、促进国内工业发展，并将绿色氢用于出口。

虽然其他国家也在寻求对绿色氢的投资，但海湾合作委员会成员国的出口前景受到国内大量需求的限制，这些需求可能会消耗其大部分生产。然而，海湾合作委员会成员国可以出口大量的绿色氢，并且仍然拥有充足、低成本的可再生能源。

Strategy&Middle East合伙人以及该公司中东能源、化工和公用事业业务负责人Raed Kombargi博士表示：“鉴于目前的形势和对碳氢化合物需求的下降，海湾合作委员会国家需要采取果断行动，通过三阶段计划占领这一市场。它们应与领先的电解运营公司合作，开展商业规模的试点，以建立能力并开始研发。第二，他们需要制定正确的政策和法规，以推动国内市场的发展。最后，它们需要建立必要的出口基础设施，并确保与主要出口市场达成供应协议。”

王磊 摘译自 油气新闻

原文如下：

Green hydrogen can help drive job recovery out of the Covid-19 recession

The green hydrogen export market could be worth $300 billion yearly by 2050, creating 400,000 jobs globally in renewable energy and hydrogen production, according to a new report by Strategy&Middle East, part of the PwC network.

The global demand for “green hydrogen,” produced with minimal carbon dioxide (CO2) emissions, could reach about 530 million tons (Mt) by 2050, displacing roughly 10.4 billion barrels of oil equivalent (around 37 percent of pre-pandemic global oil production).

Rapidly declining renewable energy costs and technological advances would enable hydrogen to become the medium of choice for transporting cheap clean energy across the globe. Furthermore, the COVID-19 pandemic has accelerated the trend toward decarbonisation by reducing hydrocarbon demand substantially.

According to the Strategy&report, Gulf Cooperation Council (GCC) countries can ramp up production to boost domestic industries and utilise green hydrogen for export purposes.

While other countries are also seeking to invest in green hydrogen, the export prospects of GCC countries are limited by large domestic demand that will probably consume most of their production. However, GCC countries can export much of their green hydrogen and still have adequate, low-cost renewable energy.

Dr Raed Kombargi, Partner with Strategy&and the leader of the firm’s Energy, chemicals, and utilities practice in the Middle East, said: “Given the current situation and the decline in demand for hydrocarbons, GCC countries need to act decisively to capture this market with a three-phase plan. They should launch a commercial-scale pilot in partnership with leading electrolysis operating companies to build capabilities and start research and development. Second, they need to develop the right policies and regulations that will enable them to boost the domestic market. Finally, they need to build necessary export infrastructure and secure supply agreements with key export markets.”