2030年印度氢能需求将翻倍

Core Insights - India's hydrogen demand is expected to grow significantly from 6.7 million tons per year to 13 million tons per year by 2030, currently accounting for 7%-8% of global demand [2] - By 2050, India's hydrogen demand could reach approximately 26 million tons per year, representing 10% of global hydrogen demand [2] - The growth forecast does not include hydrogen demand related to green ammonia exports, indicating substantial expansion potential for India's hydrogen industry [2] Industry Overview - India's hydrogen production currently relies heavily on natural gas reforming, primarily for use in refineries and fertilizer plants [2] - Reliance on gray hydrogen, blue hydrogen, and low-carbon hydrogen is necessary to meet projected demand, highlighting the transitional nature of India's energy sector [2] - Reliance on imported technology for electrolyzers poses a challenge for scaling up domestic hydrogen production [3] Cost Competitiveness - Current global green hydrogen production costs range from $4 to $6 per kilogram, while local green hydrogen prices in India are around $3.8 per kilogram, at the lower end of the international cost range [3] - The introduction of a carbon credit mechanism could help narrow the cost gap between green hydrogen and gray hydrogen, making green hydrogen a more attractive option for industries transitioning to clean energy [3] Infrastructure and Supply Chain - India's existing natural gas pipeline network provides an advantage for integrating hydrogen into the energy structure, allowing for economical transportation of hydrogen through specific concentration injection into pipelines [3] - The need for domestic research and production of electrolyzers is urgent to foster a robust hydrogen economy, which would lower costs and enhance energy security [3]