城记丨从消费枢纽到产业高地，“绿色石油”如何改写长三角能源版图？

Core Insights - The Chinese government has emphasized the development of emerging industries like hydrogen energy as a new economic growth point, signaling favorable policies for the hydrogen industry and particularly for green hydrogen, ammonia, and methanol applications [2] - The shipping industry is identified as a primary application area for green fuels, with green methanol emerging as a key choice for achieving green transformation in shipping due to its compatibility with industry needs [3][4] - The production and consumption landscape of green hydrogen and methanol in China shows a significant regional disparity, with northern regions having a more developed industrial base compared to the south, which is constrained by resource availability [5][6] Industry Development - The shipping sector is highly concentrated, with a small number of companies controlling a large fleet, and major ports like Shanghai and Zhoushan handling over 80% of fuel supply needs, creating a focused market for green methanol [4] - China's methanol industry has a robust infrastructure with an annual production capacity of 140 million tons, facilitating the transition to green methanol without significant modifications to existing port and transportation facilities [3] - Recent projects in Jiangsu's coastal cities aim to establish a green hydrogen and methanol production base, leveraging local agricultural resources and renewable energy [6][7] Regional Dynamics - Northern China has a competitive advantage in green hydrogen and methanol production due to abundant biomass resources, renewable energy, and established chemical industrial parks, while southern regions face limitations [5][6] - Jiangsu's coastal cities are emerging as key players in the green hydrogen and methanol sector, with initiatives to enhance renewable energy capacity and establish industrial clusters [6][7] - Anhui province is also positioning itself as a significant contributor to the green hydrogen and methanol industry by utilizing local biomass resources for production [8] Competitive Advantages - The Yangtze River Delta region, despite having fewer natural resources than the north, is building a competitive edge through a well-developed petrochemical industry and a strong export market for green products [10] - The region's transportation advantages facilitate the efficient distribution of green hydrogen and methanol, enhancing market reach and reducing logistical challenges [11] - The integration of green methanol into existing industrial frameworks supports the transition to greener production methods, aligning with international market demands for sustainable products [10][11]