美国封锁俄罗斯石油，印度急求新能源出路；800亿卢比砸向绿氢，不料转头碰到硬茬！

Core Insights - The Indian government is launching a National Green Hydrogen Mission to achieve energy security and reduce dependence on imported energy, aiming for a 10% share in the global green hydrogen market by 2030 [1] - The government plans to invest over 80 billion rupees to create approximately 600,000 jobs and reduce carbon emissions by about 50 million tons annually [1] - Despite optimistic forecasts of a 40% reduction in green hydrogen production costs by 2030, India faces significant challenges such as aging transmission networks, insufficient policy coordination, high storage costs, and complex financing environments [1][6] Industry Context - China has established a comprehensive green hydrogen industry chain with advanced technology and lower production costs, posing a competitive threat to India [2][4] - India has a solar energy advantage but lags behind China in industry chain development, manufacturing capabilities, and large-scale applications, leading to a "solar gap" that hampers its entry into the global green hydrogen market [4] - India's reliance on imported equipment and core technologies raises production costs and diminishes price competitiveness, making it difficult to achieve significant cost advantages in the international market [6] Strategic Recommendations - To enhance energy security, India must invest in research, innovation, and high-end talent development [6] - Upgrading the power grid is essential to improve transmission efficiency and ensure seamless integration between renewable energy and green hydrogen production [6] - Strengthening partnerships with multinational energy companies and technology firms can provide India with advanced technologies, management experience, and funding channels [6] Policy Framework - A clear and stable regulatory framework is necessary to boost investor confidence in green hydrogen projects and ensure predictable long-term returns [7] - India's success in the global green hydrogen race will depend on its ability to navigate geopolitical dynamics and secure a position in the energy transition [7]