【环球财经】德国氢能战略落实遇阻 该国机构批其远未达标

Core Insights - Germany's hydrogen strategy, seen as a "core engine" for energy transition, is facing significant challenges, including project stagnation, rising costs, and disjointed planning [1][2] - The Federal Audit Office warns that the implementation of the hydrogen strategy is "far from achieving its goals," with increasing reliance on government subsidies potentially becoming a long-term burden on federal finances [1][2] Industry Overview - Hydrogen can be categorized into green, blue, and gray hydrogen based on production methods and carbon emissions, with green hydrogen being the most environmentally friendly [1] - The German government launched its first National Hydrogen Strategy in 2020, planning to invest €9 billion to promote hydrogen production and application, with a goal to increase electrolysis capacity from 5 GW to at least 10 GW by 2030 [1] Current Progress - As of now, Germany has only achieved about 1.6% of its hydrogen development target, with only approximately 200 MW of electrolysis capacity under construction [2] - The stagnation of the hydrogen strategy is attributed to the need for a complete industrial chain, including production facilities, distribution infrastructure, and industrial users, which currently lacks a solid capital and policy foundation [2] Economic Challenges - The cost of green hydrogen is significantly higher than initially expected, creating a "chicken or egg" dilemma where high costs deter industrial users, leading to a lack of demand and further investment hesitance from energy companies [2] - The Federal Audit Office's report indicates that the failure to meet hydrogen strategy targets threatens Germany's climate goals and industrial base, potentially impacting federal financial stability [2] Diverging Perspectives - The engineering sector in Germany argues that evaluating the hydrogen strategy solely based on current costs and market parameters is inappropriate [3] - The Federal Association of Renewable Energy believes that the Audit Office's assessment overlooks the strategic necessity and long-term economic returns of developing green hydrogen [3]