亚洲积极推进掺氨共燃发电

Core Insights - The transition to ammonia fuel for power generation in Asia is crucial for achieving net-zero targets, but significant challenges remain due to the continued reliance on coal, which is projected to account for 54% of the region's power structure in 2024 [1] - Major Asian countries like China, Indonesia, Japan, and South Korea are expected to lead this transition, but a substantial ammonia supply gap exists, requiring an additional 8.8 million tons of ammonia annually to meet 2030 emission targets [1] - The high costs associated with ammonia co-firing, particularly in low-carbon hydrogen production and transportation, pose a barrier to competitiveness, necessitating technological innovation and effective carbon pricing [2] Group 1 - Japan and Indonesia are early adopters of ammonia co-firing, while China is increasingly committed to this transition [3] - South Korea plans to support hydrogen-based power generation by 2029, with a recent auction yielding limited participation and only one power plant meeting evaluation standards [3] - The Ministry of Trade, Industry and Energy (MOTIE) in South Korea has introduced new mechanisms to encourage participation in future auctions, including exchange rate-linked settlement and hydrogen quantity borrowing [3] Group 2 - Japan has made significant progress in ammonia co-firing by securing key contracts and attracting foreign investment to ensure stable low-carbon ammonia supply [4] - The country plans to import blue ammonia from the U.S. and green ammonia from China and India to address domestic supply shortages [4] - Japan is set to announce the results of a price difference contract plan, which is expected to further support its ambitions for ammonia fuel power generation [4]