该项目原计划在西班牙天然气公司旗下原梅拉马燃煤电厂旧址建造，投产后核心目标是为邻近的雷普索 尔拉科鲁尼亚炼油厂稳定供应绿氢。该项目发言人表示：其一，现场缺失绿氢项目的核心配套可再生能 源。原设计拟依托厂区配套风电场保障电价竞争力，但实际周边可再生能源设施匮乏，直接推高电力采 购成本。其二，成本失控显著。自2022年申报补贴以来，项目资本支出(CAPEX)涨幅已超50%，叠加向 拉科鲁尼亚工业区输送绿氢的额外管道建设成本，多重压力下项目丧失市场竞争力。 中化新网讯 12月16日，西班牙能源巨头雷普索尔携手合作伙伴西班牙天然气公司、雷加诺萨能源公司 正式宣布，中止原计划在西北部梅拉马地区投建的200兆瓦可再生氢能项目。经三方全面评估，这座规 划中的绿氢工厂已不具备经济可行性，故在最终投资决策落地前叫停。 ...

Core Insights - The European Commission has approved Greece's sixth funding request under the Recovery and Resilience Facility (RRF), amounting to €2.44 billion [1] - Greece has successfully met 32 milestones and 7 targets as outlined in the Council's decision, receiving a positive assessment from the Commission [1] Funding Allocation - Key measures funded include the establishment of a legal framework for renewable hydrogen and sustainable biogas, and the creation of a national digital health record database [1] - Plans also include increasing the number of general practitioners and equipping 36,000 classrooms with interactive learning systems [1] Additional Initiatives - The funding will support the establishment of a new taxpayer information platform and the creation of a judicial police force [1] - Installation of 12,200 solar panels for homes and farms, and connecting business online cash register systems to the Independent Public Revenue Authority to streamline processes are also part of the plan [1]

Core Viewpoint - The hydrogen energy industry is experiencing a transition from a hype cycle to a more mature phase, with significant investments and project developments, but also facing challenges related to project cancellations and market uncertainties [5][6]. Investment and Project Development - Over 500 clean hydrogen projects have matured globally, with a total investment of $110 billion, increasing by $35 billion in the past year [3]. - The hydrogen sector has seen an annual investment growth rate exceeding 50% over the past five years [3]. - More than 1,700 hydrogen projects have been announced since 2020, a 7.5-fold increase, but over 50 projects have been publicly canceled in the last 18 months [5]. Project Cancellations and Challenges - 38% of canceled projects cited policy and market uncertainties as primary reasons, while 27% faced funding challenges [5]. - The report suggests that only about 1 in 10 announced projects may ultimately become operational, similar to trends observed in solar and wind energy sectors [5]. Demand and Supply Dynamics - The current locked-in demand for hydrogen is approximately 3.6 million tons per year, with potential demand reaching 8 million tons per year in key markets by 2030 if policies are effectively implemented [6]. - In China, India, and Canada, an additional demand of 2 million tons per year is expected under current policies [6]. Regional Insights - Europe has the highest number of mature hydrogen projects, followed by North America and China, with about 70% of projects being renewable hydrogen projects [7]. - China's electrolyzer operational capacity has increased sixfold since 2022, accounting for 56% of global renewable hydrogen operational capacity [10]. - The Xinjiang Kuqa Green Hydrogen Pilot Project in China is highlighted as a significant case, producing approximately 20,000 tons of green hydrogen annually [12].