欧洲—北非氢能协同发展研究
Research on Europe-North Africa Hydrogen Coordinated Development
胡旭 1安锐坚 2杜宇晨 3施啸寒 4王越5
作者信息
- 1. 朱雀基金管理有限公司,上海 200120
- 2. 全球能源互联网发展合作组织,北京 100031
- 3. 国网国际发展有限公司,北京 100031
- 4. 电网智能化调度与控制教育部重点实验室(山东大学),山东济南 250061
- 5. 中国农业大学信息与电气工程学院,北京 100083
- 折叠
摘要
氢能作为一种来源丰富、绿色低碳的二次能源,将是全球能源转型发展的重要载体之一.近年来,世界主要国家和地区均出台一系列政策支持氢能发展,欧洲也制定相关政策保障区域能源安全和促进氢能发展,加强和周边国家联动发展氢能产业.北非地区可再生能源开发潜力巨大,但该区域能源结构单一,化石能源占地区能源消耗的比重超过 90%,对区域经济、环境可持续发展造成严重阻碍.随着全球可再生能源发电成本的下降和清洁能源转型步伐的加快,借助欧洲成熟的政策帮助、技术支持和广阔的市场需求,利用可再生能源发展绿氢产业的构想将是北非区域突破发展瓶颈的一个重要机遇.根据测算,北非地区利用可再生能源电力制取绿氢并输出到欧洲市场,经济性上可与欧洲本地绿氢竞争,潜力巨大.然而,由于政策资金的缺失,以及对传统能源依赖程度过高,转型较为困难.北非国家需要加强政策指引、促进国际合作、优化投资环境和加快示范项目落地实施,以推动区域氢能开发和外送,带动能源转型,成为欧非区域乃至全球氢能枢纽中心.
Abstract
Hydrogen is a clean energy carrier that can play an important role in the global energy transition.In recent years,the world's major countries and regions have introduced a series of policies to support the development of hydrogen energy.Europe has also formulated relevant policies to guarantee regional energy security and promote the development of hydrogen,and cooperated with neighboring countries to develop the hydrogen industry.North Africa has significant potential for renewable energy,but the regional energy composition has been relatively homogeneous,with hydrocarbon accounting for more than 90%of regional energy consumption,which poses a serious obstacle to regional economic and environmental development.With the decline of global renewable energy generation costs and the acceleration of clean energy transition,North African countries have successively put forward national renewable energy development strategies and set long-term goals.With the help of mature policy,technical support,and broad market demand in Europe,the idea of developing green hydrogen industry will be an important opportunity for the North Africa region to break through the development bottleneck.According to the estimation,the cost from local renewable energy power to green hydrogen and then,export to the European market can be competitive with the local European green hydrogen.However,the transition is difficult due to the lack of policies and funding,as well as the high dependence on traditional fossil energy.North African countries need to strengthen policy guidance and promote international cooperation to promote hydrogen development and drive the energy transition of the region,and finally become the global center of hydrogen energy.
关键词
氢能/欧洲/北非/低碳/能源转型/可再生能源Key words
hydrogen energy/North Africa/low-carbon/energy transition/renewable energy/Europe引用本文复制引用
基金项目
国家自然科学基金资助项目(51977210)
出版年
2024