新闻分析｜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 key driver for energy transition, is facing significant challenges, including project stagnation, rising costs, and disjointed planning, hindering its ambitious climate goals [1][2] Group 1: Current Status of Hydrogen Strategy - The German Federal Audit Office warns that the progress of the hydrogen strategy is "far from achieving its goals," with the industry increasingly reliant on government subsidies, potentially leading to a long-term financial burden for the federal government [1] - As of now, Germany has only achieved about 1.6% of its hydrogen production target, with only approximately 200 megawatts of electrolytic hydrogen 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] Group 2: Economic Viability and Market Dynamics - The cost of green hydrogen is significantly higher than initially expected, creating a "chicken or egg" dilemma where high costs deter large industrial users, leading to a lack of demand and investment [2] - The Federal Audit Office's report indicates that the failure to meet hydrogen strategy targets threatens Germany's climate goals and the stability of its industrial base, which could also impact federal financial stability [2] - In contrast, some industry representatives argue that evaluating the strategy solely based on current costs and market parameters is inappropriate, emphasizing the strategic necessity and long-term economic returns of developing green hydrogen [3]