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Southern Energy Watch

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Pan Qiuxing

In the first quarter of 2024, several renewable energy hydrogen production projects ushered in new progress.

1-3 In September, Sinopec's 100,000-ton/year wind and light hydrogen production integrated project (hydrogen production plant part) in Ulanqab, Liaoning Huadian Chifeng Bairin Left Banner 500 MW wind and light hydrogen production integrated demonstration project-coupled 100,000-ton synthetic ammonia demonstration project, Inner Mongolia, the hydrogen production station of the Xilaifeng wind and light hydrogen production integrated demonstration project, have been approved and filed by local authorities. On February 26, the 300,000-kilowatt photovoltaic hydrogen production project in Shaya in Guoneng's Aksu Prefecture officially started construction. On March 16, the hydrogen production unit of PetroChina's Renewable Energy Hydrogen Production Project was put into operation in Yumen Oilfield.

Many securities institutions expect that driven by factors such as cost reduction and policy support, domestic green hydrogen projects will usher in a wave of construction starts in 2024. Green hydrogen generally refers to hydrogen produced using renewable energy.

Against the background of the rapid development of new energy sources, assisting new energy consumption has become a key task, and hydrogen production is also one of the important solutions. In March 2022, the National Development and Reform Commission and the National Energy Administration jointly issued the "Medium and Long-term Plan for the Development of Hydrogen Energy Industry (2021-2035)", proposing to give full play to the role of hydrogen energy as an important carrier for large-scale and efficient utilization of renewable energy and its large-scale and long-cycle energy storage advantages, focusing on the development of hydrogen production from renewable energy, and planning to reach 100,000 to 200,000 tons/year of hydrogen production from renewable energy by 2025. In March 2024, the National Energy Administration issued the "Guiding Opinions on Energy Work in 2024", proposing to formulate relevant policies to accelerate the high-quality development of the hydrogen energy industry, promote hydrogen energy technology innovation and industrial development in an orderly manner, and steadily carry out hydrogen energy pilot demonstrations., and once again mentioned the need to focus on the development of renewable energy hydrogen production.

As an area rich in wind and scenery resources, Inner Mongolia is vigorously developing the new energy hydrogen production industry. It plans to exceed 500,000 tons of green hydrogen production capacity by 2025, and green hydrogen production capacity accounts for more than 50% of the country. It also proposes to initially establish Inner Mongolia's green hydrogen production National leading position. Inner Mongolia also proposed to promote hydrogen production from new energy sources and extend it to downstream industrial chains, give full play to the marginal benefits of new energy sources, rapidly expand the hydrogen production industry, scientifically predict the utilization level and change trends of new energy in the region in the next 3-5 years, and study and formulate policies and measures to utilize hydrogen production facilities and supporting energy storage to absorb wind, wind and electricity.

In this global hydrogen energy boom, China's green hydrogen project construction has also entered the "fast lane". According to data from the China Hydrogen Energy Alliance, in 2023, the number of renewable energy hydrogen production projects completed and operated in China will reach 58, with a total renewable energy hydrogen production capacity of approximately 78,000 tons/year. As of December 25, 2023, China plans 387 renewable energy hydrogen production projects, with a total production capacity of 6.4298 million tons/year.

Compared with coal to produce hydrogen, the current cost of green hydrogen production is not advantageous. Calculated at an electricity price of 0.3 yuan/kWh, the latter is about twice that of the former. Since 2023, under the influence of declining costs in the new energy industry, the cost of green hydrogen production has dropped slightly. With policy support and the development of hydrogen production technology in the future, the economics of green hydrogen is expected to gradually improve.

Editor Huang Yanhua

Audit Feng Jie