Brief analysis of the Development Trends of Global Hydrogen Energy Business
In the process of global energy transformation and achieving carbon neutrality,hydrogen plays an irreplaceable and important role.From the perspective of global hydrogen supply and demand,in the net zero scenario,the demand for hydrogen energy will reach 660 million tons by 2050,and low-carbon hydrogen will replace hydrogen produced from fossil fuels on a large scale.The transportation sector will become the important growth area for hydrogen consumption.In terms of hydrogen production technology,alkaline electrolysis cells(ALK)and proton exchange membrane electrolysis cells(PEM)have become mainstream commercial technologies worldwide at present and ALK will become a more widely used technology in the market at a lower cost in the future.In terms of storage and transportation technology,liquid hydrogen,liquid ammonia,and organic liquid hydrogen storage all have the potential to become the development direction of international hydrogen energy trade in the future,among which shipping liquid ammonia has a significant cost advantage.