我国氢能领域首个CCER方法学，撬动绿氢的巨大减排潜力｜CCER方法学解读

Core Viewpoint - The release of the "Renewable Energy Electrolysis Hydrogen Production Methodology" marks a significant step in China's hydrogen energy sector, aiming to promote decarbonization and enhance the trading of carbon assets through clean hydrogen production [1][2]. Group 1: Importance of Renewable Hydrogen - Hydrogen is recognized as a clean and efficient energy source, essential for future energy systems, with global hydrogen consumption projected to reach 105 million tons by 2024 [2]. - China produces over 36.5 million tons of hydrogen, accounting for 24% of global production, but 98% of this is derived from fossil fuels, highlighting the need for renewable hydrogen production [2]. - The new methodology aims to convert emission reductions from clean hydrogen projects into tradable carbon assets, significantly impacting sectors like steel, chemicals, and transportation in achieving carbon neutrality goals [2]. Group 2: Current Development Status - The electrolysis hydrogen production industry in China is rapidly developing, with over 600 planned projects and more than 90 completed projects, yielding an annual capacity of approximately 125,000 tons [3]. - Alkaline electrolysis technology is currently dominant, while proton exchange membrane technology is catching up; however, the cost of green hydrogen remains significantly higher than traditional fossil fuel methods [3]. - The application of hydrogen is expanding from transportation to industrial sectors, exploring integrated projects that combine renewable energy with hydrogen production [3]. Group 3: Policy Support - The Chinese government has prioritized hydrogen energy, including it in the 2024 government work report and the Energy Law, with plans for large-scale applications in industries by 2027 [4]. - Policies are designed to support the hydrogen industry, particularly in industrial applications, providing clear guidance for development and investment [4]. Group 4: Project Eligibility and Potential - The methodology applies to new renewable energy electrolysis hydrogen projects that primarily use self-owned wind or solar power, excluding existing facilities and projects using purchased green certificates [5]. - Current eligible projects are estimated to have an annual emission reduction potential of about 1.57 million tons of CO2 equivalent, with projections suggesting this could rise to 6 million tons by 2030 [5]. Group 5: Economic Viability - Participation in the voluntary carbon market through emission reduction credits (CCER) is seen as a key method to enhance project economics, with significant potential to shorten investment recovery periods [8]. - For example, a project in Inner Mongolia with an investment of approximately 1 billion yuan could see its payback period reduced from 9.21 years to 8.77 years with CCER income [8]. Group 6: Data Quality and Monitoring - The methodology emphasizes high standards for data quality, requiring real-time monitoring of key parameters and ensuring traceability of data through connections to national carbon trading platforms [11]. - Project owners must establish robust internal data management systems and maintain comprehensive records to ensure compliance and data integrity [11]. Group 7: Challenges in Project Development - Key challenges include ensuring project compliance, maintaining the uniqueness of environmental benefits, and establishing a comprehensive monitoring and quality control system from the outset [12]. - Projects must also navigate resource management and ecological constraints, ensuring that water usage does not impact local communities and ecosystems [12].