从“煤都”到“氢谷”：“风光”内蒙古华丽转身｜年中能源观察

Core Viewpoint - Inner Mongolia is transitioning from a coal-dominated economy to a hydrogen energy hub, leveraging its abundant renewable resources and strategic planning to develop a comprehensive hydrogen industry [1][2][14] Group 1: Hydrogen Industry Development - The total investment for hydrogen equipment projects under construction in Inner Mongolia is 2.802 billion yuan, with green hydrogen production expected to reach 3,659 tons and green ammonia capacity at 320,000 tons per year by mid-2025 [1] - The "Action Plan" for promoting high-quality development of the hydrogen equipment manufacturing industry has been officially launched, outlining the development positioning for four cities: Hohhot, Baotou, Ordos, and Wuhai [1][2] - Inner Mongolia aims to establish a hydrogen industry cluster that covers the entire value chain, including production, storage, transportation, application, and equipment manufacturing [8][12] Group 2: Resource Advantages - Inner Mongolia has significant renewable energy potential, with wind energy capacity estimated at 146 million kilowatts and solar energy capacity at 940 million kilowatts, providing a strong foundation for low-cost green hydrogen production [4] - The region has achieved a historic milestone with over 100 million kilowatts of installed renewable energy capacity, supporting explosive growth in green hydrogen production [5] Group 3: Economic and Environmental Impact - The transition to hydrogen energy is driven by the need to reduce reliance on traditional fossil fuels and meet carbon neutrality goals, with hydrogen seen as a key solution for decarbonizing transportation and industrial sectors [2][6] - Inner Mongolia's hydrogen economy is expected to significantly reduce carbon emissions, with projects like the integration of green hydrogen in chemical processes projected to cut CO2 emissions by approximately 139,000 tons annually [11] Group 4: Infrastructure and Technology - The "West Hydrogen East Send" pipeline project has been approved, marking a significant step in establishing a long-distance hydrogen transportation network [12] - Inner Mongolia is focusing on enhancing its hydrogen equipment manufacturing capabilities, with plans to improve the supply chain and establish a robust industrial ecosystem by 2027 [13]