氢能商业化关键一步：首份绿氢CCER方法学落地，激活环境资产价值

Core Viewpoint - The newly issued methodology for voluntary greenhouse gas emission reduction projects in renewable energy hydrogen production aims to standardize emission accounting for electrolysis projects, enabling them to monetize their emission reductions in the carbon market, thus supporting the commercialization and scaling of the hydrogen industry in China [1][2]. Group 1: Methodology Overview - The methodology is the first of its kind in China's hydrogen sector, providing a unified standard for calculating emission reductions from eligible electrolysis hydrogen production projects [1]. - It is designed specifically for new projects, excluding existing projects undergoing modifications or upgrades, and requires that renewable energy used for hydrogen production comes from the project's own renewable energy sources [2][3]. Group 2: Industry Development and Potential - China's hydrogen production capacity is projected to exceed 50 million tons per year by the end of 2024, with over 600 planned renewable energy electrolysis hydrogen projects, positioning China as a global leader in this sector [4]. - Currently, fossil fuel-based hydrogen production accounts for 98% of the market, while renewable energy electrolysis hydrogen represents only about 1%, indicating significant potential for growth and decarbonization [4]. Group 3: Economic Impact and Commercialization - The implementation of the methodology is expected to create a second core revenue stream from carbon asset income for green hydrogen projects, significantly improving their economic models and accelerating commercialization [6]. - Existing renewable energy electrolysis hydrogen projects are generally unprofitable, with costs typically 2 to 3 times higher than fossil fuel hydrogen production, highlighting the need for market incentives to enhance economic viability [7]. Group 4: Broader Industry Benefits - The methodology will benefit not only individual hydrogen projects but also the broader hydrogen industry chain, including project owners and renewable energy power plants, by expanding market demand and alleviating renewable energy consumption challenges [8]. - It is anticipated that the methodology will stimulate the release of green hydrogen capacity, providing stable sources for downstream industrial users, thereby supporting deeper decarbonization efforts [8].