據油氣新聞網站6月14日消息 普華永道（PwC）旗下Strategy&Middle East的一份最新報告顯示，到2050年，綠色氫出口市場每年價值可能達3000億美元，為全球可再生能源和氫生產創造40萬個就業崗位。

到2050年，全球對綠色氫的需求將達到約5.3億噸，取代約104億桶油當量（約占疫情前全球石油產量的37%）。

可再生能源成本的迅速下降和技術進步將使氫成為全球運輸廉價清潔能源的首選媒介。此外，COVID-19的大流行大大減少了碳氫化合物的需求，加速了脫碳的趨勢。

根據這份報告，海灣合作委員會（GCC）成員國可以提高產量、促進國內工業發展，并將綠色氫用于出口。

雖然其他國家也在尋求對綠色氫的投資，但海灣合作委員會成員國的出口前景受到國內大量需求的限制，這些需求可能會消耗其大部分生產。然而，海灣合作委員會成員國可以出口大量的綠色氫，并且仍然擁有充足、低成本的可再生能源。

Strategy&Middle East合伙人以及該公司中東能源、化工和公用事業業務負責人Raed Kombargi博士表示：“鑒于目前的形勢和對碳氫化合物需求的下降，海灣合作委員會國家需要采取果斷行動，通過三階段計劃占領這一市場。它們應與領先的電解運營公司合作，開展商業規模的試點，以建立能力并開始研發。第二，他們需要制定正確的政策和法規，以推動國內市場的發展。最后，它們需要建立必要的出口基礎設施，并確保與主要出口市場達成供應協議。”

王磊 摘譯自 油氣新聞

原文如下：

Green hydrogen can help drive job recovery out of the Covid-19 recession

The green hydrogen export market could be worth $300 billion yearly by 2050, creating 400,000 jobs globally in renewable energy and hydrogen production, according to a new report by Strategy&Middle East, part of the PwC network.

The global demand for “green hydrogen,” produced with minimal carbon dioxide (CO2) emissions, could reach about 530 million tons (Mt) by 2050, displacing roughly 10.4 billion barrels of oil equivalent (around 37 percent of pre-pandemic global oil production).

Rapidly declining renewable energy costs and technological advances would enable hydrogen to become the medium of choice for transporting cheap clean energy across the globe. Furthermore, the COVID-19 pandemic has accelerated the trend toward decarbonisation by reducing hydrocarbon demand substantially.

According to the Strategy&report, Gulf Cooperation Council (GCC) countries can ramp up production to boost domestic industries and utilise green hydrogen for export purposes.

While other countries are also seeking to invest in green hydrogen, the export prospects of GCC countries are limited by large domestic demand that will probably consume most of their production. However, GCC countries can export much of their green hydrogen and still have adequate, low-cost renewable energy.

Dr Raed Kombargi, Partner with Strategy&and the leader of the firm’s Energy, chemicals, and utilities practice in the Middle East, said: “Given the current situation and the decline in demand for hydrocarbons, GCC countries need to act decisively to capture this market with a three-phase plan. They should launch a commercial-scale pilot in partnership with leading electrolysis operating companies to build capabilities and start research and development. Second, they need to develop the right policies and regulations that will enable them to boost the domestic market. Finally, they need to build necessary export infrastructure and secure supply agreements with key export markets.”