2025年西北歐氫氣監(jiān)測_第1頁
2025年西北歐氫氣監(jiān)測_第2頁
2025年西北歐氫氣監(jiān)測_第3頁
2025年西北歐氫氣監(jiān)測_第4頁
2025年西北歐氫氣監(jiān)測_第5頁
已閱讀5頁,還剩159頁未讀 繼續(xù)免費閱讀

下載本文檔

版權(quán)說明:本文檔由用戶提供并上傳,收益歸屬內(nèi)容提供方,若內(nèi)容存在侵權(quán),請進(jìn)行舉報或認(rèn)領(lǐng)

文檔簡介

NorthwestEuropean

HydrogenMonitor2025

INTERNATIONALENERGYAGENCY

TheIEAexaminesthefullspectrumofenergy

issuesincludingoil,gasandcoalsupplyand

demand,renewableenergytechnologies,

electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuch

more.Throughitswork,theIEAadvocates

policiesthatwillenhancethereliability,

affordabilityandsustainabilityofenergyinits32Membercountries,13Associationcountriesandbeyond.

Thispublicationandanymapincludedhereinarewithoutprejudicetothestatusoforsovereigntyoveranyterritory,tothedelimitationof

internationalfrontiersandboundariesandtothenameofanyterritory,cityorarea.

Source:IEA.

InternationalEnergyAgencyWebsite:

IEAMembercountries:

Australia

Austria

Belgium

Canada

CzechRepublic

DenmarkEstonia

Finland

France

GermanyGreece

HungaryIrelandItaly

Japan

Korea

Latvia

Lithuania

LuxembourgMexico

Netherlands

NewZealand

Norway

Poland

Portugal

SlovakRepublic

Spain

Sweden

Switzerland

RepublicofTürkiyeUnitedKingdom

UnitedStates

TheEuropeanCommissionalsoparticipatesintheworkoftheIEA

IEAAssociationcountries:

Argentina

Brazil

China

Egypt

India

Indonesia

Kenya

Morocco

Senegal

Singapore

SouthAfricaThailand

Ukraine

BriefingnoteonrecentLNGmarketandcontractingtrends

Introduction

ThisisthethirdeditionoftheNorthwestEuropeanHydrogenMonitor.Itprovidesanannualupdateoflow-emissionshydrogenmarketdevelopmentsinNorthwestEuropeandistheresultofcollaborationamongthecountriesinvolvedintheHydrogenInitiativeoftheCleanEnergyMinisterial(CEM-H2I)workstreamentitled“RoundtableontheNorth-WestEuropeanRegion”andthehydrogenworkinggroupofthePentalateralForum.

ThecountriesanalysedinthisMonitorareAustria,Belgium,Denmark,France,Germany,Luxemburg,theNetherlands,Norway,SwitzerlandandtheUnitedKingdom.Marketmonitoringisaccompaniedbyregulardialogueswithkeystakeholderstofacilitatetheexchangeofinformationanddatacollection.

Abstract

NorthwestEuropeisattheforefrontoflow-emissionshydrogen

1

development.Thisregionaccountsforaround40%ofEurope’stotalhydrogendemand,andithasvastanduntappedrenewableenergyandcarbonstoragepotentialintheNorthSea.Italsohasawell-developed,interconnectedgasnetworkthatcouldbepartiallyrepurposedtofacilitatethetransmissionanddistributionoflow-emissionshydrogenfromproductionsitestodemandcentres.

Thedevelopmentofthelow-emissionshydrogenmarketinNorthwestEuropecouldgraduallyscaleupintheshort-tomedium-term.NorthwestEuropeancountriesnowhaveambitiontodevelopupto30to35gigawatts(GW)ofelectrolysercapacityby2030.However,mostlow-emissionshydrogenprojectsarecurrentlyintheearlystagesofdevelopment.Theirsuccesswilldependlargelyonsupportivepoliciesandregulatoryframeworks.Thecost-efficientdevelopmentoflow-emissionshydrogenmarketsalsonecessitatesaregionalapproachthatmaximisesexistingsynergiesamongnationalmarkets.

ThisdoesnotnecessarilyreflecttheofficialdefinitionsofthecountriesinvolvedintheMonitoronthecarbonintensityorsustainabilityofhydrogenproductionmethods.

1Whentheterm“l(fā)ow-emissionshydrogen”isused,theInternationalEnergyAgencyrefersto

hydrogenproducedviaelectrolysiswheretheelectricityisgeneratedfromalow-emissionsource(renewablesornuclear),biomassorfossilfuelswithcarboncaptureusageandstorage(CCUS).

IEACCBY4.0.

PAGE|3

NorthwestEuropeanHydrogenMonitor2025

Tableofcontents

IEACCBY4.0.

PAGE|4

Tableofcontents

Executivesummary 5

Hydrogenandregulation 10policies

Subsidyschemesandmechanisms 19support

Hydrogendemand 29

Hydrogen 38supply

Productioncostsand 58pricediscovery

Hydrogentrade 64

Infrastructure 73

Annex 93

NorthwestEuropeanHydrogenMonitor2025

Executivesummary

IEACCBY4.0.

PAGE|5

Executivesummary

Low-emissionshydrogencanplayasignificantroleindecarbonisingenergysystemsandiscriticaltomanycountries’effortstomeettheirenergyandclimatetargets.Itcanalsoreducerelianceonfossilfuelimportsoverthelonger-term,bolsteringenergysecurity.

NorthwestEuropeisattheforefrontoflow-emissionshydrogendevelopment.Theregionaccountsforaround40%ofEurope’stotalhydrogendemand.IthasvastanduntappedrenewableenergypotentialintheNorthSea,aswellassubstantialcarbonstoragecapabilities.Theregionhasawell-developed,interconnectedgasnetworkandundergroundstoragesitesthatcouldbepartiallyrepurposedtofacilitatethetransmission,distributionandstorageoflow-emissionshydrogen.Despitetheregion’ssignificantpotential,thedevelopmentoflow-emissionshydrogenhasfacedchallenges.Theseincludelimitedprogressondemandcreation,relativelyhighproductioncosts,complexlogisticsandremainingtechnologicalhurdles.

Low-emissionshydrogenisdefinedhereashydrogenproducedviaelectrolysiswheretheelectricityisgeneratedfromalow-emissionssource(renewablesornuclear),biomass,orfossilfuelswithcarboncapture,utilisationandstorage(CCUS).AdetailedoverviewoftheterminologyisprovidedinAnnexI.

Theregulatoryandpolicyframeworkforlow-emissionshydrogenhascontinuedtoevolve

Settinghydrogenstrategies,includingtheestablishmentofmedium-andlong-termtargets,isconsideredessentialtoprovidethenecessaryimpetusandguidanceforthedevelopmentofhydrogenmarkets.

Todate,themajorityofthecountriesinNorthwestEuropehaveadoptedproductiontargetsforelectrolytichydrogen,whileNorwayhasoptedforatechnology-neutralapproach.InApril2025,Francepublisheda

revisedNationalHydrogenStrategy

.Whilerecognisingprogressmadeinthehydrogensector,theStrategyloweredtheinstalledelectrolysercapacitytargetfor2030to4.5GW(from6.5GWpreviously)andaddeda2035targetof8GW.InJuly2024,Germanyadoptedits

hydrogenimportstrategy

,followingtheupdateofthecountry’sNationalHydrogenStrategyin2023.InDecember2024,Switzerlandreleaseditslong-awaited

NationalHydrogen

Strategy

,highlightingtheimportanceofdevelopingitshydrogenmarketsothatitiscloselyintegratedwithneighbouringmarkets.

Altogether,NorthwestEuropeancountrieshaveambitiontodevelopasmuchas30to35GWofelectrolysercapacityby2030.However,recentmarketdevelopments,inflationandcostincreasescoulddrivecountriestofurtheradjusttheirtargetsand/ordelaytheimplementationoflow-emissionshydrogenprojects.

NorthwestEuropeanHydrogenMonitor2025

Executivesummary

IEACCBY4.0.

PAGE|6

Greaterpolicyattentionisrequiredondemandcreation

HydrogendemandinNorthwestEuropeancurrentlystandsataround3milliontonnes(Mt)peryear,makingup3%oftotalglobaldemand.UnabatednaturalgasistheprimarysourceofhydrogensupplyinNorthwestEurope,withdemandlargelyconcentratedintherefiningandchemicalssubsectors.

Creatingdemandforlow-emissionshydrogen,includingviaquotas,fuelstandardsandpublicprocurementrules,isakeyinstrumenttostimulateinvestmentinsupply.Meanwhile,demandsecurityisessentialfortheconclusionoflong-termofftakeagreements,whichinturncanhelptode-riskinvestmentandimprovetheeconomicfeasibilityoflow-emissionshydrogenprojects.

IntheEuropeanUnion,

therevisedRenewableEnergyDirective

(REDIII)cameintoforceinNovember2023,withadeadlineformemberstatestotransposeitsstipulationsintonationallawbyMay

2025.REDIIIestablishesbindingtargetsfortheshareofrenewablehydrogeninindustryandtransport.Thoughthetranspositionprocessismovingahead,itisunderstoodthatitsimplementationislaggingbehindinseveralmemberstates.

Inaddition,NorthwestEuropeancountriesarepromotinghydrogen-derivedfuelsforuseinthemaritimesector,primarilydrivenbynewinternationalregulations.Thisyear’sMonitorprovidesaspecialfocusonthepotentialuseofhydrogen-derivativesasamarinefuel.

Regionallow-emissionshydrogenproductioncouldreachalmost8Mtby2030,thoughlessthan8%ofprojectsareinadvancedstagesofdevelopment

BasedonthelatestIEAanalysis,NorthwestEurope’sproductionoflow-emissionshydrogen(andderivatives)couldreachcloseto8Mtperyearby2030ifallplannedprojectsbecomecommerciallyoperational(takingintoaccountassumptionsonefficiencyandutilisationfactors).Thiscouldcoverapproximately2%oftheregion’stotalprimaryenergydemand.

Basedontheprojectpipeline,electrolytichydrogensupplywouldaccountforalmost60%oftotallow-emissionshydrogenproduction,whilefossilfuel-basedhydrogenprojectsequippedwithCCUSwouldaccountforaround40%.Basedonannouncedprojects,Denmark,Germany,theNetherlandsandtheUnitedKingdomareexpectedtoaccountforthree-quartersofNorthwestEurope’slow-emissionshydrogenproductionby2030.

AccordingtotheHydrogenProductionProjectsDatabase,lessthan8%oftheprojectsthatcouldprovidelow-emissionshydrogensupplyby2030havebeencommitted,meaningtheyareinoperation,havereachedafinalinvestmentdecision(FID)orareunderconstruction.Morethan90%arecurrentlyundergoingfeasibilitystudiesorareintheconceptphase.

Thisyear’sMonitorprovidesaspecialfocusongas-basedlow-emissionshydrogen.SeveralmajorCCUSinfrastructureprojectsinNorthwestEuropereachedFIDin2023and2024thatcouldsupport

NorthwestEuropeanHydrogenMonitor2025

Executivesummary

IEACCBY4.0.

PAGE|7

itsdevelopment.TheseincludethePorthosCO2transportandstorageprojectintheNetherlandsandtheNorthernLightsCO2transportandstoragefacilityinNorway.Additionally,inApril2025,afinancialclosewasreachedfortheLiverpoolBayCCSprojectintheUnitedKingdom.

NorthwestEuropeisatthecoreoftheEuropeanelectrolyserindustry,butcompaniesfacegrowingchallenges

Anotherfocusofthisyear’sMonitoristhedevelopmentofelectrolyserproductioncapacities.NorthwestEuropeishometo85%ofelectrolysermanufacturingcapacityinEurope,withFrance,GermanyandNorwayaccountingforthemajorityoftheregion’selectrolyserplants.

ExpandingelectrolyserproductioncapacitycouldsupportNorthwestEurope’sambitiontoscaleuprenewablehydrogenproductionoverthemedium-termwhilestrengtheningtheregion’stechnologicalleadershipalongtheemerginglow-emissionshydrogenvaluechain.TotalproductioncapacityinEuropecouldincreaseeight-foldfrom2023levelsifallannouncedprojectsareimplemented,reachingmorethan36GWperyearby2030.NorthwestEuropecouldaccountforaround70%ofthiscapacity.

Whileseveralcompaniesaimtoexpandtheirproductioncapabilities,lackofelectrolyserdemandduetoprojectdelaysandlower-than-expectedordershaverecentlyledsomemanufacturerstorationaliseproductionrates,revisedownwardexpansionplansand,insomecases,fileforin-courtrestructuring.Thisyear’s

MonitorexploresthedevelopmentofelectrolyserproductioncapacitiesinNorthwestEurope.

Steepcostreductionsareneededtomakerenewableelectrolytichydrogencompetitivewithunabatedgas-basedhydrogen

Initialpricediscoverysuggeststhatrenewablehydrogenpricesin2024werealmosttwo-and-a-halftimestheassessedlevelisedcostofhydrogen(LCOH)fromunabatednaturalgas.Thishighlightstheneedtoimprovethecost-competitivenessoflow-emissionshydrogen.Basedontoday’spolicysettings,acarbonpriceofUSD140pertonneofCO2-equivalentcouldensurethatthelevelisedcostofgas-basedlow-emissionshydrogencouldbecomparablewiththehydrogenfromunabatedgasintheregionbytheendofthedecade.

Ensuringtheeffectivenessofhydrogensupportmechanismsrequiresaholisticandcross-regionalapproach

Therelativelylowshareofcommittedprojectsunderscorestheneedforacomprehensiveapproachtosupportthenascentlow-emissionshydrogensector.Scalingitupwillrequireaneffectiveframeworkofsupportmechanismsalongtheentirevaluechain–includingresearchanddevelopment,production,transportationand,inparticular,demandcreation.

TheMonitorprovidesadetailedoverviewofthevarioussubsidyschemesandsupportmechanismsavailablebothattheEuropeanUnionlevelandnationallyinNorthwestEuropeancountries.

NorthwestEuropeanHydrogenMonitor2025

Executivesummary

IEACCBY4.0.

PAGE|8

NorthwestEuropecouldplayakeyroleindevelopinginternationaltradeinlow-emissionshydrogen

Basedontheannouncedprojectsthataimtotradehydrogenorhydrogen-basedfuelsanditsderivatives,8milliontonnesofhydrogenequivalent(MtH2-eq)couldbemovedaroundtheglobeby

2030.Almosthalfoftheexport-orientedprojectsby2030havedefinedadestination.NorthwestEuropeancountriesaccountforcloseto60%ofglobalimportvolumeby2030forwhichafinaldestinationhasbeenidentified.

Instrumentslikeauctions(suchasGermany’sH2Globalauction-basedmechanism)canbeusedtocreatecompetitionforcontractsandhelpclosethegapbetweenproductioncostsandthepricesconsumersarewillingtopay.InDecember2024,

theEuropean

CommissionapprovedthesecondroundofH2Globalauctions

withabudgetofuptoEUR3billion.Inaddition,theEuropeanCommissionisplanningtolauncha

hydrogenpilotmechanism

bySeptember

2025.ThenewmechanismwillaimtoconnectinternationalhydrogenproducerswithofftakersinEurope.

NorthwestEurope’shydrogennetworkcouldreachnearly13000kmbytheearly2030s,thoughfirminvestmentsarelacking

Achievingambitioustargetsforlow-emissionshydrogendeploymentwillrequireacceleratingthedevelopmentofhydrogeninfrastructurefortransportandstorage.Basedonthepipelineofprojectannouncements,thelengthoftheregion’shydrogennetworkcould

reachalmost13000kilometres(km)bytheearly2030s.However,only6%ofprojectsannounced(measuredbylength)havereachedFID.

Almosthalfofhydrogenpipelinesthatcouldbeoperationalby2030couldberepurposednaturalgaspipelines.Repurposingexistingnaturalgaspipelinestoservehydrogencanresultinsubstantialcostsavingsandshorterleadtimescomparedwithnew-buildhydrogennetworks.

Undergroundstoragewillbekeytoenhancingtheflexibilityoftheregion’sfuturelow-emissionshydrogennetwork

Developingundergroundstoragecapacityforhydrogenwillbecrucialforittoreachitsfullpotentialasanenergycarrierandrespondtotheevolvingflexibilityrequirementsofamorecomplexenergysystem.AccordingtoIEAanalysisofhydrogeninfrastructureprojects,NorthwestEuropecoulddevelopalmost16terawatt-hours(TWh)ofhydrogenstoragecapacityby2030.However,just3%ofthepotentialcapacityby2030hasreachedFIDand/orisunderconstruction.Consideringtherelativelylongleadtimesfornew-buildhydrogenpipelinesandhydrogenstorageprojects,immediateactionbyallstakeholdersisrequiredtomeetthetargetssetfor2030.

NorthwestEuropeanHydrogenMonitor2025

Executivesummary

IEACCBY4.0.

PAGE|9

Morethan90%oflow-emissionshydrogenprojectsinNorthwestEuroperemaininearlyphasesofdevelopment

Potentiallow-emissionshydrogenproductioninNorthwestEuropebystatus,2023vs2030

2023

2030

0

500

1000

1500

20002500

GWh

Operational

FID/underconstruction

Feasibilitystudy

Conceptstage

IEA.CCBY4.0.

NorthwestEuropeanHydrogenMonitor2025

Hydrogenpoliciesandregulation

PAGE|10

IEACCBY4.0.

Hydrogenpoliciesandregulation

NorthwestEuropeanHydrogenMonitor2025

Hydrogenpoliciesandregulation

PAGE|11

EUpolicyadvancescontinuetobuildclarityaroundafuturehydrogenmarket

In2024,theEuropeanUnion(EU)hydrogenpolicyandregulatoryevolutionfocusedonprovidinggreaterclarityandstructuretothefledglingsector,notablythroughthreekeymeasures.Longintheworks,thefourthgaspackageoffersaregulatoryframeworkforfuturemarketdevelopment,basedonthefundamentalprinciplesunderpinningthecontinentslong-standingintegratednaturalgasmarketandcross-bordertrade.

Facedwithanenergyaffordabilityandeconomiccompetitivenesscrisis,theEuropeanUnionrespondedwiththeCleanIndustrialDeal,highlightingitspoliticalandlegalwilltotackleenergyandeconomicchallengessimultaneously.

Finally,theEuropeanUnionaimstoimprovetransparencyaroundhydrogendemandandsupply,developingavirtualplatformthatcanactnotonlyasamarketplace,butalsoasatoolforhydrogenpricediscovery.

TheEuropeanUnioncontinuestomakeprogressinconstructingahydrogenmarket

TheEuropeanUnionadoptedits

hydrogenandgasdecarbonisation

package

commonlyreferredtoasthefourthgaspackageinMay2024,updatingEUgasmarketruleswhilealsointroducinga

regulatoryframeworkforhydrogeninfrastructure.EUmemberstatesareexpectedtotransposethenewrulesintonationallawbymid-2026.

ThepackageappliessomeofthefundamentalEUnaturalgasmarketregulationprinciplestothenascenthydrogenmarket,ensuringtheunbundlingofnetworkoperationactivitiesfromproductionandsupply.ItalsomakesstridesinEU-widehydrogeninfrastructureplanning,settingthegroundworkforcreationofaEuropeanNetworkofNetworkOperatorsforHydrogen(ENNOH)toco-ordinatetheplanning,developmentandoperationofEUhydrogeninfrastructure.Finally,itsetsoutguidelinesforconvertingexistingnaturalgasinfrastructureforhydrogenuse.

IEACCBY4.0.

Asthepackageseekstofacilitatetheintegrationofhydrogenandotherrenewableandlow-carbongasesintotheenergymix,itrecognisesthedifferentleadtimesrequiredtoscaleupeachtechnology.Thus,low-carbonfuelscouldplayagreaterroleintheshorttermbecausescalinguprenewablehydrogenproductionanddemandtakeslonger.Discountednetworktariffsforlow-carbongasesisoneofthetoolsthatcouldbeusedtosupporttheuptakeofthesealternativegases,asisahydrogenblendingallowancethatwouldallowupto2%byvolumetobeintegratedintothegasgrid(althoughdirectapplicationsforhydrogentakepriorityoverblending).

NorthwestEuropeanHydrogenMonitor2025

Hydrogenpoliciesandregulation

PAGE|12

InFebruary2025,theEuropeanCommissionpublishedthe

Clean

IndustrialDeal

toaddressthedualchallengesofeconomiccompetitivenessanddecarbonisation.TohelptheEuropeanUnionshiftitsheavyindustrytomoreclimate-friendlyfuelsandtosupporttheclean-techsector,theDealisexpectedtoboostdemandforrenewableandlow-carbonfuelssuchashydrogen.Targetinghydrogenspecifically,theEuropeanUnionisexpectedtofinaliseitsdelegatedactonlow-carbonhydrogenin2025,providingacleardefinitionforwhatconstitutes“l(fā)ow-carbon”hydrogen.

Furthermore,theEuropeanCommissionplanstolaunchahydrogenpilotmechanismbySeptember2025toconnectinternationalhydrogenproducerswithEuropeanofftakers.Toaddresscurrentsupplyanddemanduncertainty,theplatformisintendedtomakeinterestfrombothsidesofthemarketmorevisible,enhancingtransparencyandallowingforadegreeofpricediscovery.

IEACCBY4.0.

Designedtooperatethroughmultipleprocurementroundsperyear,themechanismwillgatherexpressionsofdemand-sideinterestfromEuropean(notjustEU)buyersandthenallowproducers(Europeanandinternational)torespondwithsupplyoffers.Thisincreasedvisibilitywithinanorganisedmarketplaceisexpectedtosupportthedevelopmentofotherhydrogenmarketelements,notablyinfrastructure.DevelopingmarketstructuresfortradeisakeystepinestablishingtheinternationalsupplychainsneededtosupportEUambitionstoimportlargequantitiesoflow-emissionshydrogen.

NorthwestEuropeanHydrogenMonitor2025

Hydrogenpoliciesandregulation

IEACCBY4.0.

lea

PAGE|13

Europeancountriesremaincommittedtobuildingregulatoryframeworkforaburgeoninghydrogensector

KeyhydrogenpolicyandregulatoryevolutionsintheEuropeanUnionandNorthwestEuropeanmarket,2024-2025

FromMarch2025

Discussionson

updatedAustria

RenewableGas

Act

December2024

UKHydrogen

strategyupdateto

themarket

July2024

Luxembourg

Integrated

NationalEnergy

andClimatePlan

April2024

Denmark:newhydrogenagreement

April2025

Frenchrevised

NationalHydrogen

Strategy

July2024

Germanhydrogenimportstrategy

February2025

EUClean

IndustrialDeal

December2024

SwissNational

HydrogenStrategy

May2024

EUhydrogenand

gas

decarbonisation

package

IEA.CCBY4.0.

NorthwestEuropeanHydrogenMonitor2025

Hydrogenpoliciesandregulation

IEACCBY4.0.

PAGE|14

MostNorthwestEuropeancountriescontinuetodevelophydrogen-relatedregulatoryandpolicystructures

Austriaislookingtobolstertheregulatoryframeworkaroundthehydrogenmarketandinfrastructure

AustriaisintheprocessofupdatingandreissuingitsGasandHydrogenMarketAct(GWG),aimingtobolstertheregulatoryframeworkaroundafuturehydrogenmarketandinfrastructure.Simultaneously,thegovernmentisworkingonthetranspositionofREDIIIrequirementsthroughitsproposedRenewableExpansionAccelerationAct.

ThenewgovernmentthattookofficeinMarch2025hasalsoannouncedtheformulationofanewhydrogenimportstrategy,integratingaparticularfocusonde-riskingprojectsalongstrategicsupplycorridors.

Belgiumreiteratesitsambitionstobeahydrogenhubfortheregion

InApril2024,theBelgiangovernmentannouncedtheappointmentofFluxysasthecountry’shydrogennetworkoperator(HNO),inlinewiththeprocedureestablishedinits2023HydrogenAct.Followingthisappointment,andinlightofthepossibleroleofrepurposednaturalgaspipelinesinbuildingahydrogentransmissionnetwork,inJuly

2024theBelgianenergyregulator(CREG)publishedanassetvaluation

methodology

todeterminethenetwork’sregulatedassetbase.

InFebruary2025,thenewBelgiangovernmentreiteratedthecountry’sambitiontoactasahydrogenhub,connectingwithneighbouringmarketsbypipeline,whilewideningthescopeofitshydrogenpolicytowardslow-carbonhydrogeninallitsforms.

Denmarkshowspoliticalwillforhydrogenconnectionswithneighbours

InthewakeofDenmark’sPower-to-XStrategy(2022)andafirstpoliticalagreementonhydrogeninfrastructureownershipandoperation(May2023),anallianceofthecountry’spoliticalparties(bothgovernmentandopposition)presentedanew

hydrogen

agreement

inApril2024.ThedocumentreiteratessupportforDenmark’shydrogenleadershipinEuropeandclarifiesthestate’sroleinsupportinghydrogentransportandexportinfrastructure.

Furthermore,itrecognisestheneedforaclearhydrogenmarketregulatoryframework,particularlyfortransportinfrastructure.Becausehydrogeninfrastructurecompaniesareexpectedtobe

PAGE|15

naturalmonopolies,theywillbesubjecttotherevenuecapregulationsbeingdeveloped.TheagreementalsohighlightsanumberofregulatoryprinciplestobeappliedintheDanishmarketinlinewithEUlegislation,notablythird-partyaccesstoinfrastructureandinfrastructuretariffsforallusers(althoughitalsoindicatestheneedforflexibilityaroundthesetariffs).

Additionally,tosupportthenascenthydrogenmarket,theagreementsetsouttheconditionsbywhichthestatewilltakeonriskandinvestcapitaltodevelophydrogeninfrastructure.TheriskinvolvedinbuildinghydrogeninfrastructureparticularlytheJutlandhydrogenbackboneconnectedtoGermanyssystemistobebornebythestate,thenetworkoperator,marketplayersandGermancounterparties.However,progressonstateparticipationinbearingriskwillrequire(amongotherspecificities)contractualcapacitycommitmentsbymarketplayersandcross-borderagreementsbetweennetworkoperators.

InJanuary2025,theDanishgovernmentannouncedits

commitment

toprovidebothsubsidiesandloans

todevelopthehydrogenbackbone.

Finally,whiletheagreementdoesnotholdregulatoryorpolicyweight,itrecognisescleartiesbetweenhydrogendevelopmentandrealisationofthecountrysoffshorewindpotential.

FrancesnewNationalHydrogenStrategyrecognisesslowerprogressthanexpected,butdoublesdownonhydrogensectorimportance

Fiveyearsafterreleasinganinitialplan,inApril2025theFrenchgovernmentpublishedits

revisedNationalHydrogenStrategy

.Theupdatedstrategyhighlightshowhydrogensectordevelopmentwouldhelpdecarbonisetheenergysector,supporteconomicandindustrialresilience,andenhancethecountrysenergyindependence.

Whilerecognisingprogressmadeintheburgeoninghydrogensector,thenewdocumentalsoacknowledgesslowerprogressindeployinghydrogentechnologiesandindevelopingamarket.Assuch,thestrategyemphasisestheimportanceof:1)supportingtheentirehydrogenvaluechain,includingformanufacturingandexportingelectrolysertechnologies;2)promotinggrid-basedelectrolysistoproducelow-carbonhydrogen;3)refocusingthedecarbonisationpotentialofhydrogentowardsindustryandcertaintypesofheavytransport;and4)relyingentirelyondomestichydrogenproductionthrough2035.

IEACCBY4.0.

Inadaptingtothepa

溫馨提示

  • 1. 本站所有資源如無特殊說明,都需要本地電腦安裝OFFICE2007和PDF閱讀器。圖紙軟件為CAD,CAXA,PROE,UG,SolidWorks等.壓縮文件請下載最新的WinRAR軟件解壓。
  • 2. 本站的文檔不包含任何第三方提供的附件圖紙等,如果需要附件,請聯(lián)系上傳者。文件的所有權(quán)益歸上傳用戶所有。
  • 3. 本站RAR壓縮包中若帶圖紙,網(wǎng)頁內(nèi)容里面會有圖紙預(yù)覽,若沒有圖紙預(yù)覽就沒有圖紙。
  • 4. 未經(jīng)權(quán)益所有人同意不得將文件中的內(nèi)容挪作商業(yè)或盈利用途。
  • 5. 人人文庫網(wǎng)僅提供信息存儲空間,僅對用戶上傳內(nèi)容的表現(xiàn)方式做保護(hù)處理,對用戶上傳分享的文檔內(nèi)容本身不做任何修改或編輯,并不能對任何下載內(nèi)容負(fù)責(zé)。
  • 6. 下載文件中如有侵權(quán)或不適當(dāng)內(nèi)容,請與我們聯(lián)系,我們立即糾正。
  • 7. 本站不保證下載資源的準(zhǔn)確性、安全性和完整性, 同時也不承擔(dān)用戶因使用這些下載資源對自己和他人造成任何形式的傷害或損失。

評論

0/150

提交評論