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美国不让买石油,印度狂砸80亿找后路,不料转头碰到硬茬
Sou Hu Cai Jing·2025-09-03 02:29

Group 1 - The US has imposed a 50% tariff on Indian goods, making India one of the highest affected economies, which adds pressure to the already struggling Indian economy facing high inflation and unemployment [1][3] - The US aims to cut off India's oil trade with Russia, recognizing the importance of oil for India's industrial development and livelihood, thereby trying to force India to align with US interests [3][5] - In response, the Indian government has accelerated its strategy to find new energy sources, notably through its ambitious "National Green Hydrogen Mission," aiming for a 10% share of the global green hydrogen market by 2030 [5][12] Group 2 - India plans to invest over 80 billion rupees in green hydrogen, creating over 600,000 jobs and achieving an annual production of 5 million tons by 2030, while also aiming to reduce reliance on imported crude oil [5][12] - However, India faces significant competition from China, which has established a strong position in the green hydrogen sector with advanced manufacturing capabilities and renewable energy development [7][9] - China's cost advantage in electrolyzer production, being one-third of India's, along with its leadership in solar energy, poses a challenge for India's green hydrogen ambitions [9][11] Group 3 - Despite India's commendable ambitions in green hydrogen, the country is still in the early stages of development, facing issues such as outdated grid infrastructure and high energy storage costs [7][12] - The need for long-term investment and technological accumulation in the green hydrogen sector suggests that India should focus on foundational improvements rather than setting overly ambitious targets [12]