Core Insights - The global progress in clean hydrogen development is lagging behind the ambitious goal of achieving clean hydrogen by 2030, with a notable east-west disparity in development [1][2] - The International Energy Agency (IEA) projects a significant reduction in global low-carbon and clean hydrogen production by 2030, estimating a potential output of 37 million tons, down from a previous forecast of 49 million tons [1] - The cancellation of numerous hydrogen projects has been observed, with over 50 projects announced as canceled in the past 18 months [1] Regional Analysis - North America and Europe are facing challenges in hydrogen investment, while China is progressing relatively well [2] - The removal of the 45V tax credit in the U.S. is expected to lead to a more than 60% decline in electrolysis capacity, with only about 2.5 GW remaining by the end of 2030 [2] - The U.S. Department of Energy has canceled funding for significant hydrogen hub projects, which may lead to further funding withdrawals [2] European Challenges - Europe is experiencing regulatory bottlenecks and weak demand, leading to stagnation in hydrogen development despite a leading number of final investment decisions (FID) [3] - The cancellation of clean hydrogen capacity in Europe is projected to be the highest globally from 2024 to 2025 [3] China's Position - China holds a dominant position in global renewable hydrogen capacity, accounting for 60% of operational and under-construction projects [3] - By 2050, China's green hydrogen production is expected to reach 33.4 million tons, significantly surpassing the U.S. and EU [3] - The cost of renewable hydrogen in China is anticipated to become competitive with fossil fuel-based hydrogen by 2030, driven by decreasing capital expenditures and renewable energy costs [3] Current Applications and Future Outlook - Currently, clean hydrogen in China is primarily used in ammonia synthesis, refining, and power generation, with potential to become a major exporter as fuel cell vehicles gain traction [4]
全球清洁氢发展东强西弱
Zhong Guo Hua Gong Bao·2025-11-17 02:55