国际氢能委员会+氢气洞察2023-英-27页_5mb

Global Hydrogen Projects and Investment: Over 1,000 hydrogen project proposals announced globally by January 2023, with total investments reaching USD 320 billion by 2030. Europe leads in investments (USD 117 billion), while North America's growth is driven by the Inflation Reduction Act (IRA).

Investment Gap: A USD 380 billion investment gap exists by 2030 to achieve net-zero alignment. Announced investments have grown by 35% in eight months, but only 30% of the gap is addressed by committed projects.

Deployment Challenges: Current clean hydrogen capacity is limited (around 700 MW operational), needing 230 GW by 2030. Barriers include permitting delays, EPC capacity constraints, and supply chain issues.

North American Focus: North America announced USD 46 billion in investments, with a focus on low-carbon hydrogen. The IRA's tax credits (e.g., USD 3/kg for low-carbon hydrogen) are accelerating deployment and reducing costs.

Renewable Hydrogen Growth: Renewable hydrogen is becoming competitive, with costs reduced by IRA incentives. North America leads in low-carbon hydrogen investments, while Europe focuses on renewable hydrogen.

Infrastructure Requirements: Midstream infrastructure (pipelines) is insufficient, with only 1,600 miles of hydrogen pipelines. Scaling up infrastructure is critical for cost-effective hydrogen transport.

Future Outlook: By 2030, renewable hydrogen could account for one-third of US hydrogen production, requiring significant renewable capacity (900 GW) and electrolyzer manufacturing scale-up.

Need for Policy Support: Long-term offtake commitments and policies supporting demand are essential for a sustainable hydrogen ecosystem. Regulatory frameworks and incentives must address cost competitiveness beyond subsidies.