2023年7月21日

氫技術:關鍵的能源未來的世界種族對可持續能源的未來,氫技術已成為一個“關鍵”為未來幾十年能源,據摩根大通的年度全球能源展望。投資銀行在他們的綜合分析,突出了關鍵作用的氫hard-to-abate脫碳行業如鋼鐵、氨和重型運輸。然而,摩根大通也警告說,各種障礙,包括監管障礙和技術挑戰,在2030年之前可能會阻礙氫技術的快速部署。摩根大通的前景凸顯出氫技術的巨大潛力將各種工業領域。綠色的氫,使用可再生能源生產,預計將在全球能源格局發揮重要作用。報告確定了插頭,ITM電力PLC和布魯姆能源公司關鍵球員在氫市場推動創新。塞電力已成為一個領導者在北美提供氫綠色生態係統解決方案,同時布魯姆能源、燃料電池製造商,正在大力開發固態氧化物電解槽。盡管經曆挫折,英國ITM權力被視為有實質性轉變潛力,鑒於近期操作的進展。雖然氫技術的潛力是不可否認的,摩根大通承認一些挑戰,需要解決大規模部署成功。訪問和可再生能源的成本,監管和財政政策支持、交通基礎設施,以及終端用戶準備的障礙可能減緩氫技術的采用。 Transportation, particularly ammonia cracking, and end-uses like steel, require further technological progress to unlock their full potential. As a result, large-scale deployment of green hydrogen is expected to take time, with JPMorgan projecting an output of about 10 million metric tons per annum in 2030, representing a mere 0.2% of global energy consumption. While hydrogen takes center stage, JPMorgan also recognizes the potential of other technologies in mitigating the future energy shortfall. Blue hydrogen, small modular reactors (SMRs), and nuclear fusion hold promise, but scalability, cost, and commercial readiness are critical factors that will determine their widespread adoption. These technologies are anticipated to gain traction in the post-2030 journey towards achieving a net-zero future. In conclusion, JPMorgan’s global energy outlook emphasizes the pivotal role of hydrogen technologies in shaping a sustainable energy future. Green hydrogen, in particular, holds immense promise in decarbonizing hard-to-abate sectors, paving the way for a cleaner and greener industrial landscape. However, addressing the challenges of scalability, cost, and regulatory support will be crucial in expediting the large-scale deployment of these technologies. As the world progresses towards a net-zero future, hydrogen technologies stand as a beacon of hope, providing a pathway to a more sustainable and resilient energy ecosystem.