绿色氢气质量基础设施路线图（英）2024

Investment Rating - The report does not explicitly provide an investment rating for the green hydrogen industry Core Insights - The urgency for decarbonization across all sectors by 2050 necessitates the use of hydrogen, particularly in hard-to-abate sectors, with green and blue hydrogen production needing to reach 125 million tonnes per year by 2030 and 523 million tonnes by 2050 [60][61] - A robust Quality Infrastructure (QI) is essential for the sustainable development of the green hydrogen sector, ensuring quality, safety, and sustainability of products and services [60][62] - The report outlines a roadmap consisting of five steps for countries to develop their QI to support the green hydrogen sector, focusing on assessing potential, developing national strategies, and creating action plans [63][64] Summary by Sections 1. Introduction - The transition to clean energy requires innovative approaches to prevent greenhouse gas emissions, with green hydrogen being crucial for achieving net-zero emissions in hard-to-abate sectors [79][80] 2. Developments in the Global Hydrogen Market - By 2050, green hydrogen could account for 14% of the world's final energy consumption, necessitating a production increase to 125 million tonnes by 2030 and 523 million tonnes by 2050 [102] - The cost of renewable hydrogen production is driven by renewable electricity costs and the cost of electrolysis plants, with significant potential for cost reductions through economies of scale [104] 3. Quality Infrastructure: Creating the Basis for Sustainable Development - Quality infrastructure includes metrology, standardization, accreditation, and conformity assessment, which are essential for ensuring safety and sustainability in the hydrogen sector [120][121] - The national QI system must be coherent and functional, integrating various components to support the development of quality services [133] 4. Quality Infrastructure Services for Green Hydrogen - The report provides an overview of quality infrastructure services along the green hydrogen value chain, emphasizing the need for standardization, metrology, and testing [19][20] - A checklist of services for each quality infrastructure pillar is included to guide policymakers and industry stakeholders [72] 5. Quality Infrastructure Roadmap for Green Hydrogen - The roadmap consists of five steps: assessing potential, developing a national hydrogen strategy, assessing the national QI system, evaluating service offerings and demand, and creating a development action plan [63][64] - The application of the roadmap was piloted in Tunisia, highlighting the importance of national strategies in developing a robust QI ecosystem [93]