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 [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 capacity target, with only approximately 200 megawatts of electrolysis capacity under construction [2] - The National Hydrogen Council's acting chairman, Felix Matthis, expresses concerns that Germany may not meet its hydrogen development goals for 2030 [2] Group 2: Economic and Structural Challenges - The development of hydrogen, particularly green hydrogen, is hindered by high costs, which are significantly above initial expectations, creating a "chicken or egg" dilemma in the industry [2] - The lack of sufficient orders discourages energy companies from investing in new production facilities, leading to a vicious cycle of insufficient production and high costs [2] - The Federal Audit Office's report indicates that the stagnation of the hydrogen strategy threatens Germany's climate goals and the stability of its industrial base, as well as potentially impacting federal financial stability [2] Group 3: Industry Perspectives - The engineering sector in Germany argues that evaluating the hydrogen strategy solely based on current costs and market parameters is inappropriate [3] - The German Federal Renewable Energy Association believes that the audit office's assessment overlooks the strategic necessity and long-term economic returns of developing green hydrogen [3]