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IEA:今年全球清洁氢能投资将增7成
Zhong Guo Hua Gong Bao· 2025-06-17 06:08
Group 1 - The International Energy Agency (IEA) reports a surge in global clean hydrogen investment, projected to reach $7.8 billion in 2025, a 70% increase from 2024 [1] - Investment growth in clean hydrogen is driven by two main areas: electrolysis projects expected to attract $6 billion and natural gas hydrogen production with carbon capture, utilization, and storage (CCUS) technology projected to reach $1.8 billion [1] - The rise in hydrogen investment is supported by unprecedented policy backing and expanding market demand, particularly in hard-to-abate sectors like steel, chemicals, and heavy transport [2] Group 2 - If all hydrogen projects with final investment decisions (FID) are realized, global hydrogen production capacity could soar to approximately 7.5 million tons by 2035, nearly a 15-fold increase from current levels [2] - The hydrogen industry is expected to exhibit a "multipolar" characteristic, with Northwest Europe emerging as an innovation hub, supported by collaborative projects like the hydrogen pipeline between Germany and Denmark [2] - Despite the investment boom, the hydrogen sector faces challenges such as policy coordination, infrastructure deficits, and high technology costs, with a carbon price of over $140 per ton needed for CCUS blue hydrogen to compete with traditional hydrogen production [3]