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energypolicy.columbia.edu | 1
October 2023
While the US and European medias have dedicated signicant bandwidth to the topic of low-
carbon hydrogen in the United States and Europe, they have reported far less on unfolding
developments around that topic in China. This disparity is especially notable because China
stands as the foremost global player in hydrogen production and consumption.1 The country’s
substantial market size and extensive industrial infrastructure not only facilitate fast technological
advancements in the hydrogen space, but also oer the potential to achieve economies of scale—
two developments that can signicantly inuence the global hydrogen market landscape. In light
of these circumstances, it is essential to understand China’s hydrogen strategy, including how the
country plans to start decarbonizing its current hydrogen consumption and expand future use
and production.
A notable feature of China’s hydrogen strategy is that it is not, in fact, singular, but instead
comprised of a national strategy and a multitude of regional strategies. Since the release of
China’s Medium and Long-Term Strategy for the Development of the Hydrogen Energy Industry
(2021–2035) (referred to as “the National Plan”) in March 2022,2 there has been signicant
development in the country’s hydrogen space. However, the National Plans targets for renewable
hydrogen production may appear conservative given the scale of hydrogen consumption in the
country: a range of 100,000 to 200,000 tons per year by 2025 represents only 0.3 to 0.6 percent
of the 33 million tons (Mt) of fossil-based hydrogen consumed in China in 2020.3 (For context, in
2022, electrolytic hydrogens production level was still below 100,000 tons globally, and as of early
2023 about 4.5 Mt of renewable hydrogen globally by 2025 has been committed to, planned, and
This commentary represents the research and views of the authors. It does not necessarily
represent the views of the Center on Global Energy Policy. The piece may be subject to
further revision.
Contributions to SIPA for the benet of CGEP are general use gifts, which gives the Center
discretion in how it allocates these funds. More information is available at www.energypolicy.
columbia.edu/about/partners. Rare cases of sponsored projects are clearly indicated.
China’s Hydrogen Strategy:
National vs. Regional Plans
By Yushan Lou and Anne-Sophie Corbeau
2 | energypolicy.columbia.edu
October 2023
announced.4 Some regions appear more bullish, including the EU with its aspirational renewable
hydrogen target of up to 1 Mt by 2024.5) By contrast, provinces, cities, and municipalities across
China have introduced their own hydrogen development plans that establish far more ambitious
renewable hydrogen goals. Hence, the provincial plans viewed together may oer a more accurate
picture of China’s hydrogen industry over the coming decades than the National Plan.
This commentary analyzes these somewhat divergent national and local hydrogen strategies
comparatively to provide a nuanced understanding of China’s evolving hydrogen landscape. Its key
ndings are as follows:
The targets of China’s provinces combined are far more ambitious than its national targets,
with Inner Mongolia leading the way. The latter province is aiming to reach 480,000 tons of
renewable hydrogen production per year by 2025 (2.5 to 5 times the national target). China
may have set a conservative national renewable hydrogen target to test the waters, allowing
local governments to charge ahead.
Inner Mongolia could reach around 60 percent of its 2025 target based on projects that are
currently under construction (and excluding those still in the planning stage, which may or
may not materialize). This region alone would largely meet the national target for renewable
hydrogen. While the provincestargets may not be fully met, they provide a more realistic view
of what China can accomplish.
Though climate mitigation is certainly one key underlying driver of China’s hydrogen strategy,
industrial and economic motivations seem more prominent in the short term. China has
placed less emphasis on carbon intensity than the EU and the US, as evidenced by the Chinese
government’s lack of a formal denition of renewable hydrogen.
An Overview of China’s Hydrogen Landscape
China holds a substantial share of global hydrogen production, contributing roughly one-third of
total output at around 33 Mt per year.6 This production heavily relies on fossil fuels (79 percent)—
and about 21 percent of it originates as industrial by-product—resulting in 360 Mt of CO2 emissions.7
Meanwhile, the contribution of renewable hydrogen remains marginal, accounting for less than 0.1
percent of production.8 As shown in Figure 1, China’s industrial sector plays a pivotal role in driving
the country’s hydrogen consumption.9
energypolicy.columbia.edu | 3
October 2023
Figure 1: China’s hydrogen production and sectoral consumption (2020)
Hydrogen production Hydrogen consumption
Source: Adapted from International Energy Agency (IEA), “Opportunities for Hydrogen Production with
CCUS in China,” November 2022, https://iea.blob.core.windows.net/assets/9c01430d-9e8f-4707-862c-
35453b9e7d89/OpportunitiesforHydrogenProductionwithCCUSinChina.pdf.
Rather than evenly distributed across the country, hydrogen production in China is concentrated
in the northwest and northeastern regions (see Figure 2). The highest production levels are in the
Autonomous Region of Inner Mongolia (hereafter “Inner Mongolia”) and Shandong, each of which
accounts for more than 4 Mt per year, followed by Xinjiang, Shaanxi, and Shanxi, at more than 3 Mt
per year.
By-product
(7 Mt/y)
Renewable
(<0.1 Mt/y)
Natural gas
(5 Mt/y)
Coal
(21 Mt/y)
Heat
combustion
(5 Mt/y)
Refining
(8-9 Mt/y)
Methanol
(7-9 Mt/y)
Ammonia
(10-11 Mt/y)
Other
(0.02 Mt/y)
October2023China’sHydrogenStrategy:Nationalvs.RegionalPlansByYushanLouandAnne-SophieCorbeauWhiletheUSandEuropeanmediashavededicatedsignificantbandwidthtothetopicoflow-carbonhydrogenintheUnitedStatesandEurope,theyhavereportedfarlessonunfoldingdevelopmentsaroundthattopicinChina.ThisdisparityisespeciallynotablebecauseChinastandsastheforemostglobalplayerinhydrogenproductionandconsumption.1Thecountry’ssubstantialmarketsizeandextensiveindustrialinfrastructurenotonlyfacilitatefasttechnologicaladvancementsinthehydrogenspace,butalsoofferthepotentialtoachieveeconomiesofscale—twodevelopmentsthatcansignificantlyinfluencetheglobalhydrogenmarketlandscape.Inlightofthesecircumstances,itisessentialtounderstandChina’shydrogenstrategy,includinghowthecountryplanstostartdecarbonizingitscurrenthydrogenconsumptionandexpandfutureuseandproduction.AnotablefeatureofChina’shydrogenstrategyisthatitisnot,infact,singular,butinsteadcomprisedofanationalstrategyandamultitudeofregionalstrategies.SincethereleaseofChina’sMediumandLong-TermStrategyfortheDevelopmentoftheHydrogenEnergyIndustry(2021–2035)(referredtoas“theNationalPlan”)inMarch2022,2therehasbeensignificantdevelopmentinthecountry’shydrogenspace.However,theNationalPlan’stargetsforrenewablehydrogenproductionmayappearconservativegiventhescaleofhydrogenconsumptioninthecountry:arangeof100,000to200,000tonsperyearby2025representsonly0.3to0.6percentofthe33milliontons(Mt)offossil-basedhydrogenconsumedinChinain2020.3(Forcontext,in2022,electrolytichydrogen’sproductionlevelwasstillbelow100,000tonsglobally,andasofearly2023about4.5Mtofrenewablehydrogengloballyby2025hasbeencommittedto,planned,andThiscommentaryrepresentstheresearchandviewsoftheauthors.ItdoesnotnecessarilyrepresenttheviewsoftheCenteronGlobalEnergyPolicy.Thepiecemaybesubjecttofurtherrevision.ContributionstoSIPAforthebenefitofCGEParegeneralusegifts,whichgivestheCenterdiscretioninhowitallocatesthesefunds.Moreinformationisavailableatwww.energypolicy.columbia.edu/about/partners.Rarecasesofsponsoredprojectsareclearlyindicated.energypolicy.columbia.edu1October2023announced.4Someregionsappearmorebullish,includingtheEUwithitsaspirationalrenewablehydrogentargetofupto1Mtby2024.5)Bycontrast,provinces,cities,andmunicipalitiesacrossChinahaveintroducedtheirownhydrogendevelopmentplansthatestablishfarmoreambitiousrenewablehydrogengoals.Hence,theprovincialplansviewedtogethermayofferamoreaccuratepictureofChina’shydrogenindustryoverthecomingdecadesthantheNationalPlan.ThiscommentaryanalyzesthesesomewhatdivergentnationalandlocalhydrogenstrategiescomparativelytoprovideanuancedunderstandingofChina’sevolvinghydrogenlandscape.Itskeyfindingsareasfollows:●ThetargetsofChina’sprovincescombinedarefarmoreambitiousthanitsnationaltargets,withInnerMongolialeadingtheway.Thelatterprovinceisaimingtoreach480,000tonsofrenewablehydrogenproductionperyearby2025(2.5to5timesthenationaltarget).Chinamayhavesetaconservativenationalrenewablehydrogentargettotestthewaters,allowinglocalgovernmentstochargeahead.●InnerMongoliacouldreacharound60percentofits2025targetbasedonprojectsthatarecurrentlyunderconstruction(andexcludingthosestillintheplanningstage,whichmayormaynotmaterialize).Thisregionalonewouldlargelymeetthenationaltargetforrenewablehydrogen.Whiletheprovinces’targetsmaynotbefullymet,theyprovideamorerealisticviewofwhatChinacanaccomplish.●ThoughclimatemitigationiscertainlyonekeyunderlyingdriverofChina’shydrogenstrategy,industrialandeconomicmotivationsseemmoreprominentintheshortterm.ChinahasplacedlessemphasisoncarbonintensitythantheEUandtheUS,asevidencedbytheChinesegovernment’slackofaformaldefinitionofrenewablehydrogen.AnOverviewofChina’sHydrogenLandscapeChinaholdsasubstantialshareofglobalhydrogenproduction,contributingroughlyone-thirdoftotaloutputataround33Mtperyear.6Thisproductionheavilyreliesonfossilfuels(79percent)—andabout21percentofitoriginatesasindustrialby-product—resultingin360MtofCO2emissions.7Meanwhile,thecontributionofrenewablehydrogenremainsmarginal,accountingforlessthan0.1percentofproduction.8AsshowninFigure1,China’sindustrialsectorplaysapivotalroleindrivingthecountry’shydrogenconsumption.92energypolicy.columbia.eduOctober2023Figure1:China’shydrogenproductionandsectoralconsumption(2020)HydrogenproductionHydrogenconsumptionBy-productOtherHeat(7Mt/y)(0.02Mt/y)combustionAmmonia(5Mt/y)(10-11Mt/y)Renewable(<0.1Mt/y)NaturalgasRefining(5Mt/y)(8-9Mt/y)CoalMethanol(21Mt/y)(7-9Mt/y)Source:AdaptedfromInternationalEnergyAgency(IEA),“OpportunitiesforHydrogenProductionwithCCUSinChina,”November2022,https://iea.blob.core.windows.net/assets/9c01430d-9e8f-4707-862c-35453b9e7d89/OpportunitiesforHydrogenProductionwithCCUSinChina.pdf.Ratherthanevenlydistributedacrossthecountry,hydrogenproductioninChinaisconcentratedinthenorthwestandnortheasternregions(seeFigure2).ThehighestproductionlevelsareintheAutonomousRegionofInnerMongolia(hereafter“InnerMongolia”)andShandong,eachofwhichaccountsformorethan4Mtperyear,followedbyXinjiang,Shaanxi,andShanxi,atmorethan3Mtperyear.energypolicy.columbia.edu3October2023Figure2:Distributionofexistinghydrogendemand,industrialclusters,andrenewablehydrogenprojectsinChinaHydrogenprojectsHydrogendemand(2020)Morethan5projects2to5projects1projectMorethan4MtMorethan2MtNoprojectsMorethan3MtMorethan1MtLessthan1MtIndustrialclustersHeilongjiangNingdongEnergyandJilinChemicalBaseLiaoningXinjiangInnerMongoliaBeijingTibetAutonomousRegionGansuTianjinQinghaiNingxiaHebeiShandongBeijing-SichuanShanxiJiangsuTianjin-HebeiYunnanHenanregionShaanxiShanghaiAnhuiHubeiYangtzeRiverDeltaChongqingZhejiangJiangxiGuizhouHunanFujianGuangdong“Hydrogencorridor”GuangxiHainanPearlRiverRegionNote:ProjectnumbersarebasedonJuly2022dataandmaynotcoverallprojects.Seenote17fordetailedinformationaboutthescopeofthiswork.Source:AdaptedfromPingAnSecurities(平安证劵),“HydrogenSeriesReport(1)HydrogenProduction:By-ProductHydrogenTakestheLead,GreenHydrogenIsExpectedtoOpenaNewEra”(氢能系列报告(一)制氢篇:副产氢占先机,绿氢有望开新局),December2021,https://dfscdn.dfcfw.com/download/A2_cms_f_20211223134624381328&direct=1&abc6969.pdf;Tuetal.,“ProspectsofRenewableHydrogeninChinaandItsRoleinIndustrialDecarbonization,”EnergiePartnerSchaft,2022,https://www.energypartnership.cn/fileadmin/user_upload/china/media_elements/publications/2022/Agora/Prospects_of_Renewable_Hydrogen.pdf;XiaohanGong,RainerQuitzow,andAnatoleBoute,“China’sEmergingHydrogenEconomy:Policies,Institutions,Actors,”RIFSStudy,January2023,https://doi.org/10.48481/rifs.2023.001.4energypolicy.columbia.eduOctober2023Thenorthwestandnortheastregionsarealsoknownforhighcoaloutput,underscoringthestronglinkbetweenhydrogenproductionandcoalresources.AbundantcoalreservesinplaceslikeInnerMongolia,Shanxi,andShandong(northChina),whichcatertothenearbypetrochemicalandchemicalsectors,supporthydrogenproductionandconsumption,whichtypicallyoccurwithinthesamefacility.10Thenorthwestisalsopositionedtobecomeahubforrenewablehydrogensupplyduetoitshighabundanceofrenewableenergyresources.11However,giventhateastandsoutheastChinaareanticipatedtoemergeassignificantdemandcenterssoon,anewchallengeintheformofageographicaldisjuncturebetweenhydrogensupplyanddemandwilllikelypresentitself.China’slackoftransportinfrastructurerepresentsanadditionalchallenge:thecountrycurrentlypossessesonly400kilometersofhydrogenpipelines.12Recentinitiativestodevelopinfrastructuresuchasshort-distancehydrogenpipelines,hydrogenrefuelingstations,andliquidhydrogenstoragefacilitiesareprimarilyconcentratedinfourmajorindustrialclusters—theBeijing-Tianjin-HebeiRegion,theYangtzeRiverDelta,thePearlRiverDelta,andtheNingdongEnergyandChemicalIndustryBase(seeFigure2)—somaynotbeabletoconnectrenewablehydrogensupplieswithprimarydemandcenters.China’sNationalandRegionalHydrogenDevelopmentStrategiesComparedInSeptember2021,Chinaannouncedwhatitcalledits“dualcarbongoal”ofcarbonpeakby2030andcarbonneutralityby2060.13Asafirststeptowardachievingthatgoal,China’sStateCouncilintroducedanActionPlanforCarbonDioxidePeakingBefore2030,whichemphasizedtheroleofhydrogeninsectorssuchassteel,petrochemicals,andtransportation(includingheavy-dutyfreight),aswellastechnologiessuchasrenewablehydrogenproduction.14ThiswassoonfollowedbytheannouncementofChina’sNationalPlan,whichlaysoutthevisionforChina’shydrogenindustryby2035.TheNationalPlanstrategicallypositionshydrogenas:(1)animportantpartofChina’sfutureenergysystem;(2)animportantcarrierforachievingalow-carbonenergytransitioninChina;and(3)akeyemergingindustryanddevelopmentdirectionoffutureindustriesinChina.15WhilemostofChina’sspecifictargetsinthisstrategicplanarefor2025,manyothercountries’nationalhydrogenstrategiesoutlinequantifiedtargetsfor2030(andbeyond),whichcancreatetheperceptionthattheirstrategiesaremoreambitious.China’splan,however,includesthelong-termvisiontofullyestablishthehydrogenindustryvaluechainby2035.Nonetheless,amongthemostimportantofthese2025targetsisthedeploymentof50,000fuelcellvehiclesandtheproductionof0.1to0.2MtofrenewablehydrogentowardabroadergoalofreducingannualCO2emissionsby1millionto2milliontonsby2025.16OtherhighlightsfromtheNationalPlanincludeanaimtoestablishahydrogensupplysystemthatenergypolicy.columbia.edu5October2023usesbothindustrialby-producthydrogenandrenewablehydrogen;meanwhile,theuseofcarboncaptureandstoragetechnologiestoproducehydrogenfromfossilfuelsisabsentfromthestrategy.Theshort-termemphasisonutilizingby-producthydrogen(whichisuniquetoChina)isduetothesubstantialvolumeofwastedby-producthydrogen(largelyfossil-based)extractedfromindustrialwastegasinsectorssuchascoking,chlorine,andpropanedehydrogenation.Alignedwiththisplan,numerouslocalgovernments(e.g.,Anhui,Shanxi,Jilin,Hebei,Shandong,andHunan)prioritizeby-producthydrogenastheprimarysupplysourcethrough2025.Thedevelopmentofcollectionandpurificationtechnologiesforthishydrogenisalsogivenpriorityacrossregions.TheNationalPlanmarkedasignificantshiftinChina’soverallenergystrategybymakinghydrogenafundamentalcomponentofitsemergingenergysystem,positioningthecountrywelltoachievegloballeadershipinhydrogentechnologiessuchasfuelcellvehiclesandelectrolyzers.Outofthe34regionsthatmakeupChina,1718haveindependentlyintroducedtheirownhydrogenindustry14thFive-YearPlan,astrategicblueprintoutliningaprovince’seconomicandsocialdevelopmentgoalsoverafive-yearperiod,whiletheothershaveincorporatedhydrogenintotheirbroaderindustrialstrategies(seeTable1).Giventheirconsiderationofdiverseprovincialresources,infrastructurecapacities,andstrengths,theseregional-levelstrategiesholdvaluableinsights.OnecriticalconclusionthatcanbedrawnfromthemisthatlocalpolicyandindustrydevelopmentsarealreadymovingfarbeyondtheconservativetargetsoftheNationalPlan.Theregions’cumulativetargetsforrenewablehydrogenamounttoover1.1to1.2Mtby2025,or5to12timesthenationaltarget(seeTable1).18Forinstance,InnerMongoliahasanambitiousobjectiveof480,000tonsofrenewablehydrogenby2025,morethantwicethenationaltarget.6energypolicy.columbia.eduOctober2023Table1:China’sregionalhydrogendevelopmentplansPlanningHydrogenvaluechainApplicationphaseandinfrastructureTransportationRefFuel-cellvehicles2023ProductionHydrogen2025fueling2025RenewableBy-product/stations2022(tons)other(tons)2025Municipalities2025373,000[19]Beijing北京市2035743010,000Chongqing重庆市202510Tianjin20252,000[20]天津市203020351,000[21]Shanghai2025上海市2035900Northeast(东北)20257010,000[22]Heilongjiang2025Province黑龙江20305[23]JilinProvince吉林202560,000–10500[24]Liaoning80,000Province辽宁300,000–707,000North(华北)HebeiProvince400,000河北ShanxiProvince1.2–1.5mill.40070,000山西303,000[25]East(华东)JiangsuProvince500150,000江苏100,000200,00010010,000[26]10,000[27]50,0005010,000[28]Continuedonnextpageenergypolicy.columbia.edu7October2023PlanningHydrogenvaluechainApplicationphaseandinfrastructureTransportationRefFuel-cellvehiclesProductionHydrogenfuelingRenewableBy-product/stations(tons)other(tons)East(华东)(cont’d)Zhejiang2025505,000[29]Province浙江30AnhuiProvince20251205,000[30]安徽203020,0002035FujianProvince福2025404,000[31]福建JiangxiProvince20251,00010500[32]江西Shandong2022303,000[33]Province山东202510020010,000203050,000SouthCentral(中南)HenanProvince20255,000[34]河南HubeiProvince2025101,250[35]湖北HunanProvince202510500[36]湖南Guangdong2025100,00030010,000[37]Province广东GuangxiZhuang2025200010500[38]AutonomousRegion广西HainanProvince-[39]海南Southwest(西南)SichuanProvince2025606,000[40]四川Continuedonnextpage8energypolicy.columbia.eduOctober2023PlanningHydrogenvaluechainApplicationphaseandinfrastructureTransportationRefFuel-cellvehiclesProductionHydrogenfuelingRenewableBy-product/stations(tons)other(tons)Southwest(西南)(cont’d)GuizhouProvince202510,000151,000[41]贵州YunnanProvince[42]云南TibetAutonom-[43]ousRegion西藏Northwest(西北)ShaanxiProvince202430,000505,000[44]陕西2025100200,0001010,00080,0003to4GansuProvince2025300,000[45]甘肃40,0006010,000NingxiaHui2025500[46]Autonomous2030Region宁夏QinghaiProvince2025100[47]青海XinjiangUygur20251,500[48]AutonomousRegion新疆InnerMongolia2025480,0001,120,0005,000[49]AutonomousRegion内蒙古RenewableHydrogen1,101,000to1,121,000Productionby2025Quantifiedgoals/objectivesRankedintopRankedintopRankedintopMentionedintheplanfivewind-basedfivecoal-basedfivesolar-basedenergyproductionenergyproductionenergyproductionNote:Majorcoal,solar,andwindpowerproducersaredefinedasanyprovince/regionrankedasatopfiveproducingregioninChinaaccordingto2020data.Tianjinpublishedits14thFive-YearPlanfortheenergyindustryin2022,whichincludedatargetof900fuelcellvehiclesby2025.Thisisanupdateandareductionfromthetargetsetfor2022,publishedinitshydrogenindustrydevelopmentactionplanin2020.Typesoffuel-cellvehiclesaren’tspecified.Theycouldencompasspassengervehicles,buses,heavy-dutytrucks,forklifts,orother.Source:Authors’analysisofgovernmentreports.energypolicy.columbia.edu9October2023Localizedhydrogenstrategiesaretailoredtoleverageregionaladvantagesandinfrastructure,leadingtovariedapproachesacrossprovinces.Regionswithabundantrenewableresources,suchasSichuanwithitshydropowerpotential,prioritizerenewablehydrogenproductionviahydropower.Incontrast,coal-richregions,suchasShanxi,primarilyfocusonindustrialby-producthydrogenfromcoal-chemicalproduction.Regionswithanabundanceofbothrenewableandcoalresources,suchasInnerMongolia,adoptadiversifiedapproach.Differentregionsalsoprioritizedifferentapplicationsaccordingtotheiruniqueneeds.Forinstance,InnerMongolia,Shanxi,andShaanxiaimtodeployhydrogenforfuelcellforkliftsandtruckstocontributetominingoperations,whileZhejiangfocusesonleveraginghydrogenforcombinedpowerandheatingaswellasfuelcellelectricvehicles(FCEVs)initspublicandportlogisticstransportationsystem.Ontheotherhand,allregionsemphasizeestablishinghydrogenrefuelingstationsanddeployingFCEVs(seeTable1),withmanyidentifyingspecificquantitiesofeachthatshouldbeachieved.ThisisconsistentwithChina’slongstandingpolicyofpromotingFCEVdevelopment,bothpassengervehiclesandtrucking,throughtheexpansionofhydrogenrefuelinginfrastructureandotherrelatedtechnologicalinnovations.50TheNationalPlanonlyreinforcesthispolicy.Overall,China’sregionalstrategiesshowthatlocalgovernmentswillplayacrucialroleintheearlystagesofChina’shydrogendevelopment,enablingthecentralgovernmentto“testthewaters”inthehydrogensector.51Localgovernmentofficialsandseniormanagementinstate-ownedenterprisesarealsocollaboratingwithcentralministriestoimplementhydrogen-relatedpolicies,suchasincentivizingFCEVdevelopmentandestablishingdemonstrationprojectsforotherhydrogenapplications,andthepotentialforcareeradvancementincentivizesthemtoalignwiththenationalgovernment’sdevelopmentobjectives,whichincludetheadvancementofahydrogeneconomyandaligningthe“dualcarbon”goal.52InnerMongolia:ALeaderinRenewableHydrogenDevelopmentInnerMongoliaoccupiesadistinctivepositionamongChina’sregions:its14thFive-YearPlanonhydrogendevelopment,announcedin2022,setsthemostambitiousrenewablehydrogenproductiontargetbyfarat480,000tonsperyearby2025.Theregionhasundergonerapidexpansionintermsofinstalledrenewablehydrogenproductioncapacity,oftendevelopedbymajorstate-ownedenterprises(SOEs),andwillhosttheworld’slargestrenewablehydrogencoal-to-chemicalproject,whichiscurrentlyunderconstruction.53SeveralfactorscontributetoInnerMongolia’sabilitytoassumealeadershiproleinhydrogendevelopmentinChina.Theregion:10energypolicy.columbia.eduOctober2023●possessessubstantialsolarandwindpotential,withatechnicallyexploitablewindandsolarenergyresourcesofaround57percentand21percentofChina’spotential,respectively,makingitidealforrenewablehydrogenproduction.54●hasapre-existinglocalhydrogendemand.Localindustries,suchassteelmanufacturing,ammoniaproduction,andoilrefining,areknowntodemandsignificantamountsofhydrogen.55Theregion’s14thFive-YearPlanforhydrogendevelopmenthighlightsthatover1.3Mtofindustrialby-producthydrogen(fromcoal-chemicalprocesses)isgeneratedannually,87percentofwhichisconsumedbyindustries.56Replacingcoal-basedhydrogenensuresasubstantialnear-termdemandforrenewablehydrogen.●benefitsfromitsproximitytotheeasterneconomichub(Beijing-Tianjin-Hebeiregion).The400-kilometerUlanqab-BeijingpipelineisnotonlyChina’sfirstlong-distancehydrogenpipeline,butalsothefirsttobeincludedinnationalplanning.Withaninitialcapacityof0.1milliontonsperannum(Mtpa)andthepotentialtoexpandto0.5Mtpa,itconnectsUlanqabinInnerMongoliatoYanshaninBeijing.57Inordertodeterminewhetherlocaltargetsareabetterbenchmarkthanthenationalrenewablehydrogentarget,itiscrucialtoestimatewhetherInnerMongoliawillachieveits2025target.Basedonpubliclyaccessiblestatistics,InnerMongoliahosts50renewablehydrogenprojects,ofwhichthree,yieldingacombined10,884tons/yearhydrogenproductioncapacity,areoperational.Moreover,21projectswithacumulativecapacityofover300,000tons/yearareunderconstructionandprojectedforcompletionby2023or2024(seeTable2).Thisrepresents63percentofthe480,000tons/yearby2025goalestablishedbytheprovince’sfive-yearplan.Another26projectswithanaggregateproductionpotentialof1milliontons/yearareplanned,witharound460,000tonsexpectedtobeonlineby2025.InnerMongoliamaystillfallshortofitsambitious2025target,sincethereisuncertaintywhetherplannedprojectswillactuallymaterialize.Theregion’sabilitytoreachitsambitioustargetdependsonprojectscurrentlyunderconstructionaswellasadditionalplannedprojectsthataresupposedtobeginconstructionsoon(seeTable2).Giventhatplannedprojectsmaynevermaterialize,theycanbeexcludedfromthe2025framework,butthoseunderconstructionshouldbeincludedbecausetheyareexpectedtobecompletedby2024atthelatest.Basedsolelyonoperationalprojectsandthosealreadyunderconstruction,InnerMongolia’santicipatedannualhydrogenoutputsurpassesthenational2025targetof100,000–200,000tons/year.Withplannedprojectsincluded,InnerMongolia’spotentialannualrenewablehydrogenproductioncapacitycouldreach1.4milliontons,exceedingtheaggregatedrenewablehydrogenproductiontargetsannouncedacrossallregions.Mostprojectsarelocatedwithintheindustrialzoneadjacenttotheenergypolicy.columbia.edu11October2023petrochemicalplantsinwhichtheywouldreplacegrayhydrogen.SOEsareheavilyinvolvedinthedevelopmentofrenewablehydrogenprojects(seeAppendix).WithinInnerMongolia,32ofthe50existingprojectsarespearheadedbySOEs,andanadditional6involvecollaborativeeffortsbetweenSOEsandprivateenterprises.Incontrast,privatecompaniesareresponsibleforonly12projects.ThispatternindicatesthatChina’sapproachtoadvancingrenewablehydrogenischaracterizedbystate-drivenfacilitationofthemarket.Table2:RenewablehydrogenprojectsinInnerMongoliabystatusandexpectedcompletionyearProjectstatus2023(tons)2024(tons)2025(tons)After2025(tons)10,884Operational68,871222,782302,53725,600302,53781,000328,137Under79,755323,225767,212643,300construction686,2121,436,11260,450Aggregated140,205w.o.plannedPlannedAggreatedw.plannedNote:“Operational”referstoprojectsthatareinproductionatthetimeofthewriting.“Plannedprojects”includeprojectsthathavebeenannounced,planned,and/orcommittedtowithorwithoutfinalgovernmentapproval;“Aggregatedw.o.planned”referstothecumulativeprojectedannualhydrogenproductionvolumeintonsfromprojectsthatareoperationalandunderconstruction;“Aggregatedw.planned”referstothecumulativeprojectedannualhydrogenproductionvolumeintonsfromprojectsthatareoperational,underconstruction,andplanned.Theplannedprojectsarenotyetintheconstructionphase,contributingtotheuncertaintyaroundthem.Source:SeeAppendix,TableA-1,fordetailedreferenceinformation.DefiningHydrogenQuestionsmayberaisedabouttheextenttowhichthehydrogenproducedfromtheseplantswillberenewable.TheChinaHydrogenAlliance,astate-backedthinktank,proposedtheStandardandEvaluationofLow-CarbonHydrogen,CleanHydrogen,andRenewableHydrogenframeworkin2021.However,thisframeworkestablishesarelativelyunambitiousthresholdof14.51kilogramscarbondioxideequivalent(kgCO2e)perkilogramhydrogen(kgH2)forlow-carbonhydrogen(avaluethatisabovethecurrentcarbonintensityoffossil-basedhydrogenproducedthroughsteammethanereforming)and4.9kgCO2e/kgH2forrenewablehydrogen(whiletheEU’sthresholdis3.3812energypolicy.columbia.eduOctober2023kgCO2e/kgH2).58Moreover,thedifferentiationbetweenhydrogenproducedfromrenewablesourcesandothervariantsremainsambiguouslyaddressedinofficialChinesegovernmentdocuments,includingtherecentlypublishedhydrogenindustrialguideline.59Indeed,boththecentralgovernmentandlocalgovernmentsreferto“hydrogen”and“greenhydrogen”withoutprovidingexplicitdefinitions.AmbiguityaroundhydrogenproductionmethodsisalsoreflectedinthePRCEnergyLaw(Draft),whichdoesnotdifferentiatebetweenvarioushydrogenproductionapproaches.60Consequently,China’scurrenthydrogenpolicylacksmechanismstoregulatethesourcesorcarbonintensityofhydrogen(e.g.,byrequiringthat“renewablehydrogen”beproducedexclusivelyfromrenewableelectricitytopowertheelectrolyzer).Thislackofaprecisedefinitionisnotsosurprisinggiventhatmanyregionsandcountriesarestillintheprocessofconsideringhowtopreciselydefinerenewablehydrogen.TheEUapprovedadefinitiononlyinJune2023inaDelegatedAct,61whiletheUSisstillconsideringhowtocalculatethecarbonintensityofhydrogenintheInflationReductionAct.However,ontheprovinciallevelinChina,theredoesseemtobeanattempttoarticulateadefinitionforrenewablehydrogen.In2023,theInnerMongoliagovernment,aswellasseveralotherprovincialgovernments,begantodistinguishbetweengrid-connectedandoff-gridhydrogenproductionprojects.Grid-connectedprojectsareabletousegridelectricity,whileoff-gridelectrolyzersusedirectpowersupplyfromwindandsolarplants.62However,onenoticepublishedbytheInnerMongoliaBureauofEnergystatesthat“grid-connectedprojects,inprinciple,shouldnotpurchaseelectricityfromthegrid….theelectricitypurchasedbythepowergridcompanyshallnotexceed20percentofthetotalrenewablepowergeneratedbytheproject.”63If“grid-connected”projectsdonotusegridelectricity,thesenewprojectswouldnotablysatisfythedefinitionof“temporalcorrelation”(asusedinEurope),whichemphasizesthathydrogenproducersmustensurethatrenewableelectricitygenerationandhydrogenproductioncoincidetemporally.DespitelimitedfocusoncarbonintensityinChinesediscussionsofrenewablehydrogenproductioninofficialgovernmentdocuments,thisruleinInnerMongoliaindicatesanattempttoproduceelectrolytichydrogensolelyfromrenewableenergy.ConclusionLocalpolicyandindustrydevelopmentsinChinaarealreadymovingfarbeyondthenationalstrategyanditsconservativetargets,makingthemabetterindicatorofChina’sambitions,especiallyrelatedtorenewablehydrogendevelopment.Notably,InnerMongolia’shydrogenproductiontargetismorethantwicethenationaltargetandseemspotentiallywithinreachbasedonprojectsunderconstruction.UnlikestrategiesemployedintheEUandtheUS,China’scurrenthydrogendevelopmentstrategyenergypolicy.columbia.edu13October2023isstillprimarilydrivenbythedesireforeconomicandindustrialgrowthratherthanimmediateclimatemitigation,asevidencedbythelimitedemphasisitplacesonmeasuringhydrogen’scarbonintensity.Whileseveralregionshavesuggestedrestrictionsonfossil-basedhydrogen,suchasbanningcoal-basedproductionaspartofagradual,long-termshifttowardrenewablehydrogen,thereislimitedbroaderefforttostopfossil-basedhydrogen.However,climatemitigationdoesexertinfluence.ThisisvisibleatthenationallevelthroughtheNationalPlan’selevationofhydrogenasakeycomponentofChina’slow-carbonenergytransition,andevenmoresoattheregionallevel,suchasInnerMongolia’spromotionofrenewablehydrogentoreplacegrayhydrogenutilizedbyvariouscoal-chemicalindustries.China’sapproachtohydrogendevelopmentalsosetsitapartfromothercountries,asitemphasizesutilizingindustrialby-producthydrogen,particularlyincoal-producingregions,intheshortterm.Moreover,itsapproachtodevelopinghydrogenapplicationsispragmatic,withastrongshort-termemphasisonthetransportationsector(particularlyfuelandheavy-dutytrucks),buildingonthesuccessofChina’selectricvehiclesindustry.Overall,China’shydrogendevelopmentlandscapepresentsacomplexmixofchallengesandopportunities.Astheglobalcommunitynavigatestheintricaciesofthehydrogeneconomy,understandingChina’suniqueapproach,characterizedbyablendofcentralizeddirectivesandregionalinitiatives,isparamount,providinginsightsintothefuturetrajectoryoftheworld’slargesthydrogenmarket.14energypolicy.columbia.eduOctober2023AppendixTableA-1:RenewablehydrogenprojectsinInnerMongoliaStatusProjectnameEstimatedhydrogenSOEHoldingcompanyLocationExpectedRef.productioncapacityYes/Noproject(tons/year)Yescompletion64,65,Yesdate66InOrdosJungarBannerNarisongPhotovoltaic10,000ThreeGorgesCorporation&ManshiOrdos202364,67,productionHydrogenIndustryDemonstrationProject500NoInvestmentGroupOrdos202268(准格尔旗纳日松光伏制氢产业示范项目)384No-64,65,Planned10,884InnerMongoliaShengyuanEnergyGroup67,69EjinHoroBannerShengyuanEnergyWind-Solar320,000Yes2028HydrogenIntegrationProjectPhase1YesBeijingEnergyHoldingXilingol65,70(伊金霍洛旗圣圆能源风光制氢加氢一体化项目一期)150,000YesLeague2024No71JingnengChengannur‘Wind-Solar-Hydrogen100,000Yes/NoEnvisionGroupChifeng2027Storage’IntegratedDemonstrationProject90,000-64,65,(京能查干淖尔“风光火储氢”一体化示范项目配套制氢站)60,000InnerMongoliaShenfengGreenAmmoniaChifeng20257250,000Chemical-64,65,Totalinproduction6750,000ChinaSinopecGroupUlanqab-65,74EnvisionZeroCarbonTechnology(Chifeng)BeijingEnergyHolding1.52MillionTons/YearZeroCarbonHydrogenPowerChinaXilingol64,65,AmmoniaProject(远景零碳技术(赤峰)152万吨/ChinaTianyingIncLeague75年零碳氢氨项目)Hulunbeir65,76InnerMongoliaShenfengGreenAmmoniaTongliaoChemicalAnnualOutputof150,000TonsofGreenHydrogenSyntheticGreenAmmoniaPowerChina&RongkeHydrogenUlanqabProject(内蒙古深丰绿氨化工有限公司年产15万吨绿氢合成绿氨项目)Ulanqab100,000-TonWind-SolarHydrogenIntegrationDemonstrationProject(乌兰察布10万吨年风光制氢一体化示范项目)DuolunCountyIntegratedWind-SolarHydrogenStorageGreenAmmoniaProject(锡林郭勒盟多伦县风光储氢制绿氨项目)ManzhouliWind-SolarHydrogenProductionIntegratedDemonstrationProject(满洲里市风光制氢一体化示范项目)TongliaoMillion-KilowattLevelWind-SolarHydrogen-AmmoniaIntegratedZeroCarbonIndustrialParkProject(通辽千万千瓦级风光储氢氨一体化零碳产业园项目)AnnualOutputof50,000TonsofGreenHydrogenandHydrogenEnergyEquipmentManufacturingIndustryProject(年产5万吨绿氢暨氢能装备制造产业项目)Continuedonnextpage15energypolicy.columbia.eduOctober2023StatusProjectnameEstimatedhydrogenSOEHoldingcompanyLocationExpectedRef.productioncapacityNoSanyHeavyEnergyBayannurprojectPlanned(tons/year)Yescompletion64,65,(cont’d)Yesdate67SanyHeavyEnergyUlatMiddleBanner36,000Yes/NoGanqimaduPortWind-SolarHydrogen-Ammonia25,700No202364,65,IntegratedDemonstrationProject(三一重能乌拉特26,816Yes67中旗甘其毛都口岸加工园区风光氢储氨一体化示范项目)24,200YesChinaNationalPetroleumCorporationUlanqab202420,827Yes64,65,UlanqabXingheCountyWind-SolarPower22,321YesBeijingEnergyHoldingHinggan202467,77GenerationHydrogenSynthesisAmmonia22,300YesLeagueIntegrationProject(乌兰察布兴和县风光发电制氢合21,600No64,65,成氨一体化项目)21,000YesEnvisionGroup&ChifengState-OwnedChifeng202367,7820,000CapitalOperation(Group)2024Xing'anLeagueBeijingEnergyCoalChemical18,60064,65,RenewableEnergyGreenHydrogenAlternative10,000InnerMongoliaAlxaEnergyCo.,Ltd.AlxaLeague67DemonstrationProject(兴安盟京能煤化工可再生能源绿氢替代示范项目)ShuifaGroupBaotou202464,79ChifengEnergyInternetofThingsZero-CarbonChinaEnergyInvestmentCorporationAlxaLeague202464,65,Hydrogen-AmmoniaIntegrationDemonstration67Project(赤峰市能源物联网零碳氢氨一体化示范项目)ChinaNationalNuclearPowerHinggan2024League64,65,Tengger600MWWind-SolarHydrogen67IntegratedDemonstrationProject(阿拉善腾格里ChinaCoalGroupOrdos202560万千瓦风光制氢一体化示范项目)64,65,ChinaEnergyEngineeringCorporationChifeng-67,80BaotouDamaoqiWind-SolarHydrogenGreen2024ChemicalIntegrationProject(包头市达茂旗风光制ChifengXinchengNewEnergyCo.,Ltd.Chifeng202465,81氢绿色化工一体化项目)ChinaEnergyEngineeringCorporationBayannur64,65,InnerMongoliaAlashanRenewableEnergy67ComplexWindFarm(国能阿拉善高新区百万千瓦风光氢氨+基础设施一体化低碳园区示范项目)64,65,67ChinaNuclearQaharRightFrontBannerWindHydrogen-AmmoniaProduction-StorageIntegratedDemonstrationProject(中核科右前旗风储制氢制氨一体化示范项目)100,000tons/yearLiquidSunlight-CO2GreenHydrogenMethanolProductionDemonstrationProject(10万吨/年液态阳光--二氧化碳加绿氢制甲醇技术示范项目)EnergyChinaBairinLeftBannerGreenHydrogen-basedChemicalBaseDemonstrationProject(中能建巴林左旗绿色氢基化工基地示范项目)PowerChinaChifengWind-SolarHydrogenIntegrationDemonstrationProject(中电建赤峰风光制氢一体化示范项目)PowerConstructionBayannurUlatMiddleBannerGreenElectricityHydrogen-AmmoniaIntegratedDemonstrationProject(中能建巴彦淖尔乌拉特中旗风光制氢制氨综合示范项目)Continuedonnextpage16energypolicy.columbia.eduOctober2023StatusProjectnameEstimatedhydrogenSOEHoldingcompanyLocationExpectedproductioncapacityYes/NopcoromjepclettionRef.PlannedUxinBannerWind,SolarandHydrogenStorage(tons/year)date(cont’d)IntegratedProject(乌审旗风光氢储一体化项目)10,000QingdaoHoldingsInternationalLimitedOrdos-82&Sino-SynergyHydrogenEnergyOrdosEjinHoroBannerShengyuanEnergyWind-Solar5,061YesTechnology&UxinBannerPeople's202464,83HydrogenIntegrationProjectPhase2(伊金霍洛旗3,300Yes/NoGovernment-65,84圣圆能源风光制氢加氢一体化项目二期)InnerMongoliaShengyuanEnergyGroupFengzhenCityWind-SolarHydrogenProductionIntegrationProject(丰镇市风光制氢一体化项目)JiangsuGuofuHydrogenEnergyUlanqabEquipmentCo,Ltd.&ChinaEnergyTongliaoTongliaoStatePowerInvestmentHuolinhe250YesInvestmentCorporation&ChinaNational202364,65,YesMachineryIndustryCorporation-85No2024Yes/NoStatePowerInvestmentCorporation202565,86CircularEconomyPhotovoltaicHydrogenYes64,65,No87DemonstrationProject(通辽国家电投霍林河循环经88Yes济光伏制氢示范项目)YesNoWindPowerHydrogenStorageIndustrialization-ChinaHuanengGroupHingganProject(风电氢储产业化项目)LeagueTianjinRongchengGroup&InnerOrdos3000Kg/DayHydrogen"ProductionStorage-MongoliaJianyuanEnergyGroupPlusTransportation"IntegratedProject(3000公-Ordos斤/日氢能“制、储、加、运”一体化项目)1,107,975StatePowerInvestmentCorporation&150,000ElionResourcesGroupLimitedKubuqiGreenElectricityandGreenHydrogen28,009UnderProjectwithanAnnualOutputof100,000TonsofShenzhenEnergyGroupChifeng202465,89construc-GreenLiquidAmmonia(库布其绿电绿氢年产10万吨20,000Baotou2024tion绿色液氨项目)20,000MingtuoGroup&Beijing-Tsinghua64,65,15,460IndustrialR&DInstitute202367,90Totalplanned2024ShenzhenEnergyGroupOrdos202464,65,ShenzhenEnergyChifengLinxiWindPower91HydrogenProductionandAmmoniaIntegrationChinaSinopecGroupOrdosProject(深能赤峰林西风电制氢合成氨一体化项目)64,65,InnerMongoliaKubuqiGreenPowerOrdos92InternationalHydrogenMetallurgyandChemicalHydrogenEnergyTechnologyCo.,Ltd.IndustryDemonstrationZoneRenewableCo-64,65,ProductionofHydrogenandCarbon-FreeFuel67,93withWindIntegrationDemonstrationProject(国际氢能冶金化工产业示范区新能源制氢联产无碳燃料配套风光发电一体化示范项目)OtogFrontBannerWind-SolarGreenHydrogenSyntheticAmmoniaProject(鄂托克前旗风光制氢一体化合成绿氨项目)UxinBannerWind-SolarIntegrationandGreenHydrogenChemicalDemonstrationProjectPhaseII(乌审旗风光融合绿氢化工示范项目二期)OrdosKubuqi400,000KWWind-SolarHydrogenProductionDemonstrationProject(鄂尔多斯库布其40万千瓦风光制氢一体化示范项目)Continuedonnextpage17energypolicy.columbia.eduOctober2023StatusProjectnameEstimatedhydrogenSOEHoldingcompanyLocationExpectedRef.productioncapacityYesStatePowerInvestmentCorporationBaotouproject64,65,Under(tons/year)Yescompletion94con-YesdatestructionSPICNewFutureDamaoBannerIntegrated17,800Yes-64,95(cont’d)Wind-SolarHydrogenandGreenChemical10,000ProductionDemonstrationProject(国家电投新未来9,300Yes202364,96达茂旗风光制氢与绿色灵活化工一体化示范项目)8,916YesChinaSinopecGroupOrdosYesChinaHydrogenCorporationOrdos202364,65UxinBannerWind-SolarIntegrationandGreen7,800YesChinaHuanengGroupTongliaoHydrogenChemicalDemonstrationProject6,000Yes2023PhaseI(乌审旗风光融合绿氢化工示范项目一期)6,000No5,419YesChinaHuadianCorporationBaotou-64,65,DaladBannerHydrogenStorageandZero-5,214Yes202397CarbonEcologicalUrbanDemonstrationProject3,500ShenzhenEnergyGroupOrdos2023(达拉特旗光储氢车零碳生态链示范项目)2,789202464,65,652BeijingEnergyHoldingOrdos202398TongliaoHorqinLeftMiddleBanner"Wind-Solar2024HydrogenProduction-Storage"IntegratedChinaDatangCorporationLimitedXilingol202364,65,(PhaseI200MW)DemonstrationProject(通辽华League202399能科左中旗“风光储+制氢”一体化(一期200MW)经济多元化示范项目)ChinaHuadianCorporationOrdos64,65,67HuadianDamaoBanner200,000kWNewMingYangSmartEnergyGroupLimitedXilingolEnergyHydrogenProductionEngineeringLeague64,65,DemonstrationProject(华电达茂旗20万千瓦新能源ChinaGeneralNuclearPower100制氢工程示范项目)CorporationOrdos64,65BeijingEnergyHoldingOtogFrontShanghaiMiaoEconomicXilingol65DevelopmentZonePhotovoltaicHydrogenLeagueProductionProject(鄂托克前旗上海庙经济开发区光64,65伏制氢项目)OtogFront250MWPhotovoltaicPowerStationandHydrogenComprehensiveUtilizationDemonstrationProject(鄂托克前旗250兆瓦光伏电站及氢能综合利用示范项目)Duolun150,000-KilowattWind-SolarHydrogenProductionIntegratedDemonstrationProject(中国大唐集团新能源股份有限公司多伦15万千瓦风光制氢一体化示范项目)HuadianZhengnengShengyuanWind-SolarHydrogenIntegrationDemonstrationProject(华电正能圣圆风光制氢一体化示范项目)MingyangDuolunIndustrialPark100MWHydrogenProductionWindFarm(明阳多伦工业园区100MW风电制氢一体化示范项目)ChinaGeneralNuclearHangjinBannerYitaiChemicalWind/Solar/HydrogenComplex中广核杭锦旗伊泰化工20万千瓦风光制氢一体化示范项目AbagaBanner500MWWind-SolarHydrogenProductionProject(锡林郭勒盟阿巴嘎旗500兆瓦风能光伏发电制氢项目)Continuedonnextpage18energypolicy.columbia.eduOctober2023StatusProjectnameEstimatedhydrogenSOEHoldingcompanyLocationExpectedRef.productioncapacityNoproject64,65,Under(tons/year)Nocompletion101con-date65,102structionInnerMongoliaYihaoRenewableEnergy394YesInnerMongoliaYihaoNewEnergyCo.,Ordos2024(cont’d)HydrogenProductionandRefuelingProject(内蒙-YesLtd.64,103古伊颢新能源制氢加氢项目)--InnerMongoliaBaofengCoal-basedNewOrdos64,104InnerMongoliaBaofeng2.6Million+400,000-MaterialCo.,Ltd.2024Tons/Year"GreenHydrogen+Coal"toOlefins317,253Project(内蒙古宝丰260+40万吨/年“绿氢+煤”制烯烃1,436,112BeijingEnergyHoldingUlanqab-项目)ShenergyGroup&BaogangGroupBaotouUlanqab1.5MillionkW"Wind-Solar-Fire(Combusion)-HydrogenIntegration"Project(乌兰察布150万千瓦“风光火储氢一体化”项目)Baotou4MWDistributedWindPowerandHydrogenIntegrationProject(包头市氢能产业与可再生能源一体化项目暨14MW分散式风电与氢能项目)TotalunderconstructionGrandTotalNote:Thislistofprojectsmaynotbecomprehensive,asnewprojectsmayhavebeeninitiatedandexitingonesupdatedafterthefinalizationofthispaper.Thefollowingpointsshouldbenoted:(1)Exhaustivenessandupdates—detailsofthelistedprojectsarerepresentedtothebestofourknowledgebasedonavailabledataatthetimeofwriting;(2)Projectstatusaccuracy—someprojectsmayhavetransitionedfromthe“planned”phasetothe“underconstruction”phasewithoutformalannouncements;and(3)Discrepanciesinestimatedproductioncapacity—ininstanceswheredifferentsourcesprovidevaryingestimatesforhydrogenproductioncapacityforthesameproject,thesmaller,moreconservativenumberwasacceptedasthedefault.Source:Authors’analysisofindustryandnewsreports.19energypolicy.columbia.eduOctober2023Notes1.InternationalEnergyAgency,“GlobalHydrogenReview2022,”September2022,https://iea.blob.core.windows.net/assets/c5bc75b1-9e4d-460d-9056-6e8e626a11c4/GlobalHydrogenReview2022.pdf.2.NationalEnergyAdministration(国家能源局),“MediumandLong-TermStrategyfortheDevelopmentoftheHydrogenEnergyIndustry(2021–2035)”(氢能产业发展中长期规划[2021–2035年]),March24,2022,http://zfxxgk.nea.gov.cn/1310525630_16479984022991n.pdf.3.InternationalEnergyAgency,“OpportunitiesforHydrogenProductionwithCCUSinChina,”November2022,https://iea.blob.core.windows.net/assets/9c01430d-9e8f-4707-862c-35453b9e7d89/OpportunitiesforHydrogenProductionwithCCUSinChina.pdf.4.InternationalEnergyAgency,“GlobalHydrogenReview2023,”September2023,https://iea.blob.core.windows.net/assets/cb9d5903-0df2-4c6c-afa1-4012f9ed45d2/GlobalHydrogenReview2023.pdf;HydrogenCouncil,“HydrogenInsights,”May2023,https://hydrogencouncil.com/wp-content/uploads/2023/05/Hydrogen-Insights-2023.pdf.5.EuropeanCommission,“StateAid:CommissionApproves€246MillionDutchSchemetoSupportRenewableHydrogenProduction,”July28,2023,https://ec.europa.eu/commission/presscorner/detail/en/ip_23_3967.6.TheStateCouncil,“GreenHydrogentoRiseinChina,”May5,2022,https://english.www.gov.cn/news/topnews/202205/05/content_WS62732b97c6d02e533532a417.html.7.InternationalEnergyAgency,“OpportunitiesforHydrogenProductionwithCCUSinChina,”November2022,https://iea.blob.core.windows.net/assets/9c01430d-9e8f-4707-862c-35453b9e7d89/OpportunitiesforHydrogenProductionwithCCUSinChina.pdf.8.WorldEconomicForum,“GreenHydrogeninChina:ARoadmapforProgress,”June2023,https://www3.weforum.org/docs/WEF_Green_Hydrogen_in_China_A_Roadmap_for_Progress_2023.pdf.Somesourcessuggestrenewablehydrogenproductionwasaround500,000tonsin2020,butthisdatawasunconfirmed.SeeFederalMinistryforEconomicAffairsandClimateAction,“ProspectsofRenewableHydrogeninChina,andItsRoleinIndustrialDecarbonization,”April2023,https://www.energypartnership.cn/fileadmin/user_upload/china/media_elements/publications/2022/Agora/Prospects_of_Renewable_Hydrogen.pdf.9.InternationalEnergyAgency,“OpportunitiesforHydrogenProductionwithCCUSinChina,”November2022,https://iea.blob.core.windows.net/assets/9c01430d-9e8f-4707-862c-20energypolicy.columbia.eduOctober202335453b9e7d89/OpportunitiesforHydrogenProductionwithCCUSinChina.pdf.10.XiaohanGong,RainerQuitzow,andAnatoleBoute,“China’sEmergingHydrogenEconomy:Policies,Institutions,Actors,”RIFSStudy,January2023,https://doi.org/10.48481/rifs.2023.001.11.FuquanZhaoetal.,“AReviewofRenewableEnergyTransitionunderChina’sCarbonNeutralityTarget,”Sustainability14(November2022):15006,https://doi.org/10.3390/su142215006.12.“ChinaPlanstoBuild400-kmHydrogenPipeline,”ChinaDaily,April2023,https://www.chinadaily.com.cn/a/202304/10/WS6433ddbea31057c47ebb94d9.html.13.“ChinaHeadedtowardsCarbonNeutralityby2060;PresidentXiJinpingVowstoHaltNewCoalPlantsAbroad,”UNNews,September21,2021,https://news.un.org/en/story/2021/09/1100642.14.NationalDevelopmentandReformCommission(NDRC),“ActionPlanforCarbonDioxidePeakingbefore2030,”October27,2021,https://en.ndrc.gov.cn/policies/202110/t20211027_1301020.html.15.NationalEnergyAdministration(国家能源局),“MediumandLong-TermStrategyfortheDevelopmentoftheHydrogenEnergyIndustry(2021–2035)”(氢能产业发展中长期规划[2021–2035年]),March24,2022,http://zfxxgk.nea.gov.cn/1310525630_16479984022991n.pdf.16.Ibid.17.Chinaisdividedinto23provinces,fiveautonomousregions,fourcentrallycontrolledmunicipalities,andtwospecialadministrativeregions,totaling34provincial-leveladministrativeregions,allofwhichshallbereferredtoas“regions”inthiscommentary.ThisstudyanalyzeshydrogendevelopmentsintheChinesemainlandregiononly,andthetwospecialadministrativeregionsareexcluded.18.Thesetargetsexcluderegionsthatareplanningtodeveloprenewablehydrogenbutdonothavequantifiedproductiontargets.19.BeijingMunicipalityEconomicandInformationBureau(北京市经济和信息化局),“BeijingMunicipalityHydrogenIndustryDevelopmentImplementationPlan(2021–2025)”(北京市氢能产业发展实施方案[2021–2025年]),August16,2021,https://jxj.beijing.gov.cn/jxdt/tzgg/202108/P020210816513801011848.pdf.20.ChongqingMunicipalEconomicInformationCommission(重庆市经济信息委),“GuidingOpinionsontheDevelopmentofHydrogenFuelCellVehicleIndustryinChongqing”(重庆市氢燃料电池汽车产业发展指导意见),March17,2020,http://jjxxw.cq.gov.cn/zwgk_213/zcwj/qtwj/202003/t20200321_5932423_wap.html.energypolicy.columbia.edu21October202321.TianjinMunicipalPeople’sGovernmentOffice(天津市人民政府办公厅),“TianjinMunicipalityHydrogenIndustryDevelopmentActionPlan(2020–2022)”(天津市氢能产业发展行动方案[2020–2022年]),January21,2020,https://www.tj.gov.cn/zwgk/szfwj/tjsrmzfbgt/202005/t20200519_2370654.html;TianjinDevelopmentandReformCommission(天津市发展和改革委员会),“TianjinMunicipality14thFive-YearEnergyIndustryDevelopmentPlan”(天津市能源发展“十四五”规划),February19,2022,https://fzgg.tj.gov.cn/zwgk_47325/zcfg_47338/zcwjx/fgwj/202203/t20220311_5827375.html.22.ShanghaiDevelopmentandReformCommission(上海市发展和改革委员会),“ShanghaiMunicipalityHydrogenIndustryMediumandLong-TermDevelopmentPlan(2022–2035)”(上海市氢能产业发展中长期规划[2022–2035年]),June20,2022,https://fgw.sh.gov.cn/fgw_gjscy/20220617/f380fb95c7c54778a0ef1c4a4e67d0ea.html.23.HeilongjiangProvincialPeople’sGovernment(黑龙江省人民政府),“HeilongjiangProvinceMediumandLong-termScienceandTechnologyDevelopmentPlan(2021–2035)”(黑龙江省中长期科学和技术发展规划[2021–2035年]),September28,2021,https://www.hlj.gov.cn/hlj/c107912/202111/c00_30633861.shtml.24.JilinProvincialPeople’sGovernment(吉林省人民政府),“HydrogenJilinMediumandLong-termDevelopmentPlan(2021–2035)”(氢动吉林”中长期发展规划[2021–2035年]),October21,2022,http://xxgk.jl.gov.cn/szf/gkml/202210/W020221021350515199654.pdf;ZhejiangProvincialPeople’sGovernment(吉林省人民政府)“14thFive-YearPlanforEnergyDevelopmentinJilinProvince”(吉林省能源发展“十四五”规划),August29,2022,http://xxgk.jl.gov.cn/szf/zcjd/202208/t20220825_8551175.html.25.LiaoningDevelopmentandReformCommission(辽宁省发展和改革委员会),“LiaoningProvinceHydrogenIndustryDevelopmentPlan(2021-2025)”(辽宁省氢能产业发展规划[2021–2025年]),July5,2022,https://www.ln.gov.cn/web/zwgkx/zfxxgk1/fdzdgknr/ghxx/zxgh/2023031316173033809/index.shtml.26.HebeiDevelopmentandReformCommission(河北省发展和改革委员会),“HebeiProvinceHydrogenIndustryDevelopment14thFive-YearPlan”(河北省氢能产业发展“十四五”规划),August16,2021,http://hbdrc.hebei.gov.cn/common/ueditor/jsp/upload/20210720/48981626768731487.pdf?eqid=a6729d0c000437b50000000464817a54.27.ShanxiDevelopmentandReformCommission(山西省发展和改革委员会),“ShanxiProvinceHydrogenIndustryMediumandLong-TermDevelopmentPlan(2022–2035)”(山西省氢能产业发展中长期规划[2022–2035年]),August5,2022,http://fgw.shanxi.gov.cn/tzgg/202208/t20220823_6989633.shtml.22energypolicy.columbia.eduOctober202328.JiangsuProvincialDepartmentofIndustryandInformationTechnology(江苏省工业和信息化厅),“JiangsuProvinceHydrogenFuelCellVehicleIndustryDevelopmentActionPlan”(江苏省氢燃料电池汽车产业发展行动规划),August27,2019,http://gxt.jiangsu.gov.cn/art/2019/8/27/art_83677_9501099.html.29.ZhejiangProvincialPeople’sGovernment(浙江省人民政府),“The14thFive-YearPlanforEnergyDevelopmentinZhejiangProvince”(浙江省能源发展“十四五”规划),May7,2022,https://www.zj.gov.cn/art/2022/5/19/art_1229505857_2404396.html;ZhejiangDevelopmentandReformCommission(浙江省发展和改革委员会),“ZhejiangProvinceImplementsPlantoAcceleratetheDevelopmentofHydrogenFuelCellVehicleIndustry”(浙江省加快培育氢燃料电池汽车产业发展实施方案),November8,2021,https://fzggw.zj.gov.cn/art/2021/11/8/art_1229123366_2372425.html.30.AnhuiDevelopmentandReformCommission(安徽省发展和改革委员会),“AnhuiProvinceHydrogenIndustryMediumandLong-TermDevelopmentPlan”(安徽省氢能产业发展中长期规划),November14,2022,https://www.ah.gov.cn/public/1681/554184011.html.31.FujianDevelopmentandReformCommission(福建省发展和改革委员会),“FujianProvinceHydrogenIndustryDevelopmentActionPlan(2022–2025)”(福建省氢能产业发展行动计划[2022–2025年]),December21,2022,https://fgw.fujian.gov.cn/zfxxgkzl/zfxxgkml/ghjh/202212/t20221221_6082573.htm.32.JiangxiDevelopmentandReformCommission(江西省发展和改革委员会),“JiangxiProvinceHydrogenIndustryMediumandLong-TermDevelopmentPlan(2023–2035)”(江西省氢能产业发展中长期规划[2023–2035年]),January19,2023,http://www.jiangxi.gov.cn/art/2023/1/30/art_4985_4343652.html.33.ShandongProvincialEnergyBureau(山东省能源局),“ShandongProvinceHydrogenIndustryMediumandLong-TermDevelopmentPlan(2020–2030)”(山东省氢能产业中长期发展规划[2020–2030年]),December6,2021,http://www.shandong.gov.cn/art/2021/12/6/art_307620_10330565.html.34.HenanDevelopmentandReformCommission(河南省发展和改革委员会),“HenanProvinceHydrogenIndustryMediumandLong-TermDevelopmentPlan(2022–2035)”(河南省氢能产业发展中长期规划[2022–2035年]),September8,2022,https://fgw.henan.gov.cn/2022/09-08/2603392.html.35.HubeiDevelopmentandReformCommission(湖北省发展和改革委员会),“SeveralMeasurestoSupporttheDevelopmentoftheHydrogenEnergyIndustry”(关于支持氢能产业发展的若干措施),November4,2022,http://fgw.hubei.gov.cn/fbjd/zc/gfwj/gf/202211/t20221109_4397026.shtml;HubeiProvincialPeople’sGovernment(湖北省人民政府),“The14thFive-YearPlanforEnergyDevelopmentinHubeiProvince”(湖北省能源发展“十四五”规划),April20,2022,http://www.hubei.gov.cn/zfwj/ezf/202205/t20220519_4134056.shtml.energypolicy.columbia.edu23October202336.HunanDevelopmentandReformCommission(湖南省发展和改革委员会),“HunanProvinceHydrogenIndustryDevelopmentPlan”(湖南省氢能产业发展规划),November18,2022,https://fgw.hunan.gov.cn/fgw/xxgk_70899/zcfg/dfxfg/202211/t20221118_29130716.html.37.GeneralOfficeofthePeople’sGovernmentofGuangdongProvince(广东省人民政府办公厅),“The14thFive-YearPlanofEnergyDevelopmentinGuangdongProvince”(广东省能源发展“十四五”规划),March17,2022,https://www.gd.gov.cn/attachment/0/486/486725/3909371.pdf;GuangdongDevelopmentandReformCommission(广东省发展和改革委员会),“ActionPlanforAcceleratingtheConstructionofFuelCellVehicleDemonstrationCityClustersinGuangdongProvince(2022–2025)”(广东省加快建设燃料电池汽车示范城市群行动计划[2022–2025年]),August11,2022,http://drc.gd.gov.cn/ywtz/content/post_3993253.html.38.GuangxiZhuangAutonomousRegionDevelopmentandReformCommission(广西壮族自治区发展和改革委员),“GuangxiHydrogenEnergyIndustryDevelopmentMid-andLong-TermPlan(2023¬–2035)”(广西氢能产业发展中长期规划[2023–2035年]),August10,2023,http://fgw.gxzf.gov.cn/zfxxgkzl/wjzx/zyzc/ghwj/t16999285.shtml.39.HainanProvincialPeople’sGovernment(海南省人民政府),“DevelopmentPlanofCleanEnergyVehiclesinHainanProvince”(海南省清洁能源汽车发展规划),July18,2019,https://www.hainan.gov.cn/hainan/xnyzcwj/201907/cb9368c30a0f42e7a4cae7dad6651a09.shtml;HainanProvincialDevelopmentandReformCommission(海南省发展和改革委员会),“HainanProvince’s14thFive-YearPlanforNationalEconomicandSocialDevelopmentandOutlineofLong-termGoalsfor2035”(海南省国民经济和社会发展第十四个五年规划和二〇三五年远景目标纲要),March31,2021,https://www.hainan.gov.cn/hainan/qjcqhghqw/202104/3ecc6cf2792d4cf190bc0b6258cafa58.shtml?eqid=db966327000504090000000664805725.40.SichuanProvincialEconomicandInformationTechnologyDepartment(四川省经济和信息化厅),“HydrogenEnergyIndustryDevelopmentPlanofSichuanProvince(2021–2025)”(四川省氢能产业发展规划[2021–2025年]),September21,2020,https://jxt.sc.gov.cn/scjxt/wjfb/2020/9/21/12979ab0d1cf41b18489d7d9559e4abf/files/5003e8e593654d8996601b267bffbbca.pdf.41.GuizhouProvincialIndustryandInformationTechnologyDepartment(贵州省工业和信息化厅),“GuizhouProvince14thFive-YearHydrogenIndustryDevelopmentPlan”(贵州省“十四五”氢能产业发展规划),June30,2022,http://www.guizhou.gov.cn/zwgk/zcfg/szfwj/qfh/202207/t20220706_75406234.html.42.YunnanProvincialDepartmentofIndustryandInformationTechnology(云南省工业和信息化厅),“The14thFive-YearPlanforIndustrialGreenDevelopmentinYunnanProvince”(云南省工业绿色24energypolicy.columbia.eduOctober2023发展“十四五”规划),October13,2021,https://www.yn.gov.cn/ztgg/ynghgkzl/sjqtgh/zxgh/202110/P020211009587757694550.pdf.43.DepartmentofEconomyandInformationTechnologyofTibetAutonomousRegion(西藏自治区经济和信息化厅),“TibetAutonomousRegion’sActionPlanforPromotingtheHigh-QualityDevelopmentofAdvancedManufacturing”(西藏自治区推动先进制造业高质量发展行动方案),May16,2023,http://jxt.xizang.gov.cn/profile/upload/file/20230519/1684462413296078818.pdf.44.ShaanxiProvincialDevelopmentandReformCommission(陕西省发展和改革委员会),“TheNoticeForShaanxiProvince’s14thFive-YearPlanHydrogenEnergyIndustryDevelopmentPlan,ShaanxiProvince’sThree-YearActionPlanforHydrogenEnergyIndustryDevelopment(2022–2024),andShaanxiProvince’sSeveralMeasurestoPromotetheDevelopmentofHydrogenEnergyIndustryNoticeonPoliciesandMeasures”(陕西省发展和改革委员会关于印发《陕西省“十四五”氢能产业发展规划》《陕西省氢能产业发展三年行动方案[2022–2024年]》《陕西省促进氢能产业发展的若干政策措施》的通知),July18,2022,https://sndrc.shaanxi.gov.cn/fgwj/2022nwj/jY32Qz.htm.45.GeneralOfficeofthePeople’sGovernmentofGansuProvince(甘肃省人民政府办公厅),“GuidingOpinionsoftheGeneralOfficeofthePeople’sGovernmentofGansuProvinceontheDevelopmentofHydrogenEnergyIndustry”(甘肃省人民政府办公厅关于氢能产业发展的指导意见),December29,2022,https://www.gansu.gov.cn/gsszf/c100055/202301/17258458.shtml.46.NingxiaHuiAutonomousRegionDevelopmentandReformCommission(宁夏回族自治区发展改革委),“NingxiaHuiAutonomousRegionHydrogenEnergyIndustryDevelopmentPlan”(宁夏回族自治区氢能产业发展规划),November15,2022,https://fzggw.nx.gov.cn/zcgh/fgwwj/202212/t20221215_3889469.html.47.QinghaiProvinceDevelopmentandReformCommission(青海省发展和改革委员会),“QinghaiProvinceHydrogenEnergyIndustryDevelopmentThree-YearActionPlan(2022–2025)”(青海省氢能产业发展三年行动方案[2022–2025年]),January12,2023,http://fgw.qinghai.gov.cn/zfxxgk/sdzdgknr/fgwwj/202301/t20230112_83436.html;GeneralOfficeofthePeople’sGovernmentofQinghaiProvince(青海省人民政府办公厅),“QinghaiProvince’s14thFive-YearPlanEnergyDevelopmentPlan”(青海省“十四五”能源发展规划),February21,2022,http://www.qinghai.gov.cn/xxgk/xxgk/fd/zfwj/202203/t20220309_189260.html.48.XinjiangUygurAutonomousRegionDevelopmentandReformCommission(新疆维吾尔自治区发展和改革委员会),“XinjiangUygurAutonomousRegionHydrogenIndustryThree-YearActionPlan(2023–2025)”(自治区氢能产业发展三年行动方案[2023–2025年]),May9,2023,http://xjdrc.xinjiang.gov.cn/xjfgw/c108297/202308/07474ce124e24aaf82d537e978fe0bb1.shtml.49.InnerMongoliaAutonomousRegionEnergyBureau(内蒙古自治区能源局),“InnerMongoliaenergypolicy.columbia.edu25October2023AutonomousRegion14thFive-YearHydrogenIndustryDevelopmentPlan”(内蒙古自治区“十四五”氢能发展规划),February28,2022,http://nyj.nmg.gov.cn/zwgk/zfxxgkzl/fdzdgknr/tzgg_16482/tz_16483/202202/t20220228_2010712.html.50.NationalEnergyAdministration(国家能源局),“MediumandLong-TermStrategyfortheDevelopmentoftheHydrogenEnergyIndustry(2021–2035)(氢能产业发展中长期规划[2021–2035年],”March24,2022,http://zfxxgk.nea.gov.cn/1310525630_16479984022991n.pdf.51.XiaohanGong,RainerQuitzow,andAnatoleBoute,“China’sEmergingHydrogenEconomy:Policies,Institutions,Actors,”RIFSStudy,January2023,https://doi.org/10.48481/rifs.2023.001.52.Ibid.53.Ibid.54.InnerMongoliaDaily(内蒙古日报),“TheAmountofNewEnergyTechnologythatCanBeDevelopedinInnerMongoliaExceeds1BillionKilowatts”(内蒙古新能源技术可开发量超10亿千瓦),August28,2022,https://www.gov.cn/xinwen/2022-08/28/content_5707177.htm.55.21SPVNews,“WhyDoesInnerMongoliaDevelopHydrogenEnergy?”(内蒙古凭何发力氢能?),November25,2021,http://www.21spv.com/news/show.php?itemid=105713.56.InnerMongoliaNewEnergyNetwork(内蒙古新能源网),“InnerMongoliaAutonomousRegion‘14thFive-Year’HydrogenEnergyDevelopmentPlan”(内蒙古自治区“十四五”氢能发展规划),March1,2022,https://www.nmgxny.com/policy/policy_20220301962.html.57.“ChinaPlanstoBuild400-kmHydrogenPipeline,”ChinaDaily,April2023,https://www.chinadaily.com.cn/a/202304/10/WS6433ddbea31057c47ebb94d9.html.58.CHNEnergy(国家能源集团),“ChinaHydrogenAllianceUnveilstheWorld’sFirst‘GreenHydrogen’Standard,”January1,2021,https://www.ceic.com/gjnyjtwwEn/xwzx/202101/e9147965a7e5465d8d3419fafdfa2355.shtml.59.CentralPeople’sGovernmentofthePeople’sRepublicofChina(中华人民共和国政府),“SixBureausJointlyIssuedthe‘GuidelinesfortheConstructionofHydrogenEnergyIndustryStandardSystem(2023Edition)’”(六部门联合印发《氢能产业标准体系建设指南[2023版]》),August8,2023,https://www.gov.cn/lianbo/bumen/202308/content_6897327.htm.60.NationalEnergyAdministration(国家能源局),“AnnouncementbytheNationalEnergyAdministrationonthePublicSolicitationofOpinionsontheDraftoftheEnergyLawofthePeople’sRepublicofChina”(国家能源局关于《中华人民共和国能源法[征求意见稿]》公开征求意见的公告),April3,2020,http://www.nea.gov.cn/2020-04/10/c_138963212.htm.26energypolicy.columbia.eduOctober202361.EuropeanCommission,“RenewableHydrogenProduction:NewRulesFormallyAdopted,”June20,2023,https://energy.ec.europa.eu/news/renewable-hydrogen-production-new-rules-formally-adopted-2023-06-20_en.62.TopsperitySecurities(德邦证劵),“HydrogenEnergySeriesReport(1):HydrogenFuelCells”(氢能系列报告[一]:氢燃料电池-“氢”风杨柳万千条,百亿市场尽舜尧),May2022,https://pdf.dfcfw.com/pdf/H3_AP202205261568034082_1.pdf.63.InnerMongoliaNewEnergyNetwork,“NoticeoftheEnergyBureauofInnerMongoliaAutonomousRegionontheimplementationoftheXing’anLeagueJingnengCoalChemicalRenewableEnergyGreenHydrogenSubstitutionDemonstrationProjectandOtherWindandSolarHydrogenProductionIntegrationDemonstrationProjects”(内蒙古自治区能源局关于实施兴安盟京能煤化工可再生能源绿氢替代示范项目等风光制氢一体化示范项目的通知),January5,2023,https://www.nmgxny.com/hotnews/hotnews_202301051054.html.64.InternationalEnergyNetwork/HydrogenEnergyCollection(国际能源网/氢能汇),“37Projects!ProductionCapacityof650,000tons/year!InnerMongoliaGreenHydrogenRise”(37项目!产能65万吨/年!内蒙绿氢崛起),January11,2023,https://h2.in-en.com/html/h2-2421227.shtml.65.ChinaEnergyNews(中国能源网),“Overviewof40GreenHydrogenProjectsinInnerMongolia”(内蒙古40个绿氢项目一览),July31,2023,https://www.china5e.com/news/news-1155966-1.html.66.ChinaEnergyNews(中国能源网),“China’sFirstTen-Thousand-TonNewEnergyHydrogenProductionProjectSuccessfullyProducestheFirstBatchof‘GreenHydrogen’inInnerMongolia”(我国首个万吨级新能源制氢项目成功在内蒙古产出第一方“绿氢”),June30,2023,https://www.chinanecc.cn/m/MNews!view.shtml?id=276251.67.InnerMongoliaNewEnergyNetwork(内蒙古新能源网),“NoticeonImplementingtheXing’anLeagueJingnengCoalChemicalRenewableEnergyGreenHydrogenReplacementDemonstrationProjectandOtherWindandLightHydrogenIntegrationDemonstrationProjects”(关于实施兴安盟京能煤化工可再生能源绿氢替代示范项目等风光制氢一体化示范项目的通知),January5,2023,https://nmgxny.com/hotnews/hotnews_202301051054.html.68.OrdosMunicipalPeople’sGovernment(鄂尔多斯市人民政府),“NoticeoftheOrdosMunicipalPeople’sGovernmentontheIssuanceoftheThree-YearActionPlanforHydrogenEnergyIndustryDevelopment”(鄂尔多斯市人民政府关于印发氢能产业发展三年行动方案的通知),April18,2022,https://www.ordos.gov.cn/ordosml/ordoszf/202204/t20220418_3191604.html.69.CenturyNewEnergyNetwork(世纪新能源网),“JingnengChengannur‘Wind-Solar-HydrogenStorage’IntegratedDemonstrationProject”(京能查干淖尔“风光火储氢”一体化示范项目配套制氢站投energypolicy.columbia.edu27October2023产),September20,2023,https://www.ne21.com/news/show-183517.html.70.SohuNews(搜狐新闻),“InnerMongolia’s1.52MillionTonsofZero-CarbonHydrogenAmmonia(GreenAmmonia)ProjectApprovedforPublicDisplay”(内蒙古152万吨零碳氢氨[绿氨]项目获批公示),December28,2022,https://www.sohu.com/a/622146117_121123735.71.SohuNews(搜狐新闻),“Investmentof745MillionYuan,InnerMongoliaGreenAmmoniaProjectRecordApproval”(投资7.45亿元内蒙古绿氢项目备案批复),February6,2022,https://www.sohu.com/a/637903607_121123914.72.SohuNews(搜狐新闻),“TotalInvestmentof20.5Billion!InnerMongoliaImplements100,000TonsofWindandLightHydrogenIntegrationProject”(总投资205亿!内蒙古实施10万吨年风光制氢一体化项目),December24,2022,https://www.sohu.com/a/620653473_121123896.73.SohuNews(搜狐新闻),“AnnualProductionof600,000Tons!JingnengandInnerMongoliaSigntoDevelopWind,Light,HydrogenStorage,andGreenAmmoniaProject!”(年产60万吨!京能和内蒙签约开发风光储氢制绿氨项目!),August19,2022,https://www.sohu.com/a/578059448_257552.74.PolarisSolarNetwork(北极星太阳能光伏网),“TotalInvestmentof10BillionYuan!ChinaPowerConstructionManzhouliCity1.5GWWindandLightHydrogenIntegrationDemonstrationProjectSigned”(总投资100亿元!中电建满洲里市1.5GW风光制氢一体化示范项目签约),April7,2023,https://mguangfu.bjx.com.cn/mnews/20230407/1299714.shtml.75.In-en.com(国际能源网),“50,000TonsofGreenHydrogen!InnerMongoliaWindandLightHydrogenAmmoniaIntegrationProjectApproved”(5万吨绿氢!内蒙风光储氢氨一体化项目获批),September19,2023,https://m.in-en.com/article/html/energy-2327345.shtml.76.In-en.com(国际能源网),“TotalInvestmentof33Billion!AnnualProductionof50,000TonsofGreenHydrogen!TheWorld’sLargestNewEnergyPEMHydrogenProductionProjectSigned!”(总投资330亿!年产5万吨绿氢!全球最大新能源PEM制氢项目签约!),September19,2023,https://m.in-en.com/article/html/energy-2327345.shtml.77.SohuNews(搜狐新闻),“Investmentof1.13BillionYuan,InnerMongoliaGreenHydrogenReplacementDemonstrationProjectRecord”(投资11.3亿元内蒙古绿氢替代示范项目备案),June29,2023,https://www.sohu.com/a/692622748_121123914.78.ChifengCityNaturalResourcesBureau(赤峰市自然资源局),“ApprovaloftheEnergyInternetZeroCarbonHydrogenAmmoniaIntegrationDemonstrationProject(WengniuteqiWindPower)LandPre-examinationandSiteSelectionOpinion”(关于赤峰市能源物联网零碳氢氨一体化示范项目[翁牛特旗风]用地预审与选址意见书的批复),April20,2023,http://zrzyj.chifeng.gov.cn/zwgk/zfxxgk/fdzdgknr/tzgg/202305/t20230504_2045999.html.28energypolicy.columbia.eduOctober202379.BaotouCityDevelopmentandReformCommission(包头市发展和改革委员会),“ApprovaloftheBaotouCityDamaoqiWindandLightHydrogenGreenChemicalIntegrationProject”(关于包头市达茂旗风光制氢绿色化工一体化项目的批复),July18,2022,http://fgw.baotou.gov.cn/zxgk/25001939.jhtml.80.UxinBannerPeople’sGovernment(乌审旗人民政府),“100,000Tons/YearLiquidSunlight—CarbonDioxidePlusGreenHydrogentoProduceMethanolTechnologyDemonstrationProjectPowerTransmissionLineUnitSocialStabilityRiskAssessmentPublicity”(10万吨/年液态阳光—二氧化碳加绿氢制甲醇技术示范项目输电线路单元社会稳定风险评估公示),March07,2023,http://www.wsq.gov.cn/zw/tzggx/202303/t20230307_3357125.html.81.Seetao(见道),“Investmentof50Billion!InnerMongolia’sNewGreenHydrogenAmmoniaProject”(总投资50亿!内蒙古新建绿氢制氨项),May24,2023,https://www.seetao.com/details/215346.html.82.PolarisHydrogenNetwork(北极星氢能网),“10,000TonsofGreenHydrogen!GuohongHydrogenEnergyJoinsHandswithWushenqiandQingdaoUrbanInvestmenttoBuildanIntegratedWind,Light,andHydrogenStorageProject”(万吨绿氢!国鸿氢能携手乌审旗、青岛城投共建风光氢储一体化项目),August24,2022,https://m.bjx.com.cn/mnews/20220824/1250343.shtml.83.GasEcosphere(气体圈子),“OrdosHydrogenProductionandHydrogenationIntegratedProject”(鄂尔多斯制氢加氢一体化项目),September5,2023,https://www.qiti99.com/zxzx/detail/?TypeId=4&Id=6283&SortSource=hot.84.In-en.com(国际能源网),“SigningoftheIntegratedWindandLightHydrogenProductionProjectinFengzhenCity,InnerMongolia”(内蒙古丰镇市风光制氢一体化项目签约),March21,2023,https://h2.in-en.com/html/h2-2423435.shtml.85.State-OwnedAssetsSupervisionandAdministrationCommissionoftheStateCouncil(国务院国有资产监督管理委员会),“StatePowerInvestmentCorporationInnerMongoliaCompanyBuildsaSource-Grid-Load-Storage-UseSystemtoCreateCircularEconomy2.0”(国家电投内蒙古公司构建源网荷储用体系打造循环经济2.0版本),July6,2022,https://www.sasac.gov.cn/n4470048/n22624391/n24633216/n24633231/c24958516/content.html.86.People’sGovernmentofUlanhotCity(乌兰浩特市人民政府),“ThePeople’sGovernmentofUlanhotCityHoldsaSigningCeremonyfortheIndustrializationProjectofWindPowerHydrogenStorage”(乌兰浩特市人民政府举行风电氢储产业化项目签约仪式),May19,2023,http://www.wlht.gov.cn/wlht/index/tpxw78/5576534/index.html.87.PolarisHydrogenNetwork(北极星氢能网),“Investmentof200Million!InnerMongolia3000Kg/energypolicy.columbia.edu29October2023Day!Hydrogen‘Production,Storage,Addition,andTransportation’IntegratedProjectSigning”(投资2亿!内蒙古3000公斤/日!氢能“制储加运”一体化项目签约),June19,2023,https://m.bjx.com.cn/mnews/20230619/1313763.shtml.88.AsiaChemicalConsulting(亚化咨询),“TotalInvestmentof3.2Billion,YiliCleanEnergyandStatePowerInvestmentCorporationJointlyDevelopGreenElectricity-GreenHydrogen-GreenAmmoniaProject!”(总投资32亿,亿利洁能与国家电投联合开发绿电-绿氢-绿氨项目!),https://news.solarbe.com/202305/24/368150.html.89.PolarisWindNetwork(北极星风力发电网),“ShennengChifengLinxiIntegratedProjectOfficiallyStarted!”(深能赤峰林西一体化项目正式开工奠基!),June29,2023,https://m.bjx.com.cn/mnews/20230629/1316013.shtml.90.In-en.com(国际能源网),“InternationalHydrogenEnergyMetallurgicalChemicalIndustryDemonstrationZoneNewEnergyHydrogenProductionCo-ProductionCarbon-FreeFuelSupportingWindandSolarPowerIntegratedDemonstrationProjectStarted”(国际氢能冶金化工产业示范区新能源制氢联产无碳燃料配套风光发电一体化示范项目开工),May4,2023,https://newenergy.in-en.com/html/newenergy-2422962.shtml.91.OrdosPeople’sGovernment(鄂尔多斯人民政府),“E’qiWindandSolarHydrogenIntegrationGreenAmmoniaProjectStartedConstruction”(鄂旗风光制氢一体化合成绿氨项目开工),June27,2023,https://www.ordos.gov.cn/xw_127672/jreeds/202306/t20230627_3443838.html.92.OrdosPeople’sGovernment(鄂尔多斯人民政府),“OrdosCityWushenBannerWindandSolarIntegrationGreenHydrogenChemicalDemonstrationProjectPhaseIIApproved”(鄂尔多斯市乌审旗风光融合绿氢化工示范项目二期获批),March9,2023,https://www.ordos.gov.cn/gk_128120/zdjsxm/xmsg/202303/t20230317_3363177.html.93.OrdosPeople’sGovernment(鄂尔多斯人民政府),“400,000kWWindandSolarHydrogenIntegrationDemonstrationProjectSettledinHangjinBanner”(40万千瓦风光制氢一体化示范项目落户杭锦旗),January13,2023,https://www.ordos.gov.cn/gk_128120/zdjsxm/xmsg/202301/t20230113_3328550.html.94.BaotouCityDevelopmentandReformCommission(包头市发展和改革委员会),“ReplyontheBaotouCityDamaoBannerWindandSolarHydrogenandGreenFlexibleChemicalIntegrationProject”(关于包头市达茂旗风光制氢与绿色灵活化工一体化项目的批复),March25,2022,http://fgw.baotou.gov.cn/zxgk/24918125.jhtml.95.OrdosPeople’sGovernment(鄂尔多斯人民政府),“SinopecXingxingInnerMongoliaGreenHydrogenNewEnergyCo.,Ltd.WindandSolarIntegrationGreenHydrogenChemical30energypolicy.columbia.eduOctober2023DemonstrationProjectOfficiallyLaunched”(中石化新星内蒙古绿氢新能源有限公司风光融合绿氢化工示范项目正式启动),February20,2023,https://www.ordos.gov.cn/xw_127672/qqdt/202302/t20230224_3343114.html.96.DalateBannerPeople’sGovernment(达拉特旗人民政府),“AutonomousRegionWindandSolarHydrogenIntegrationDemonstrationProjectStartedConstructioninOrdosCity,OurBannerSetUpaSub-Venue”(自治区风光制氢一体化示范项目在鄂尔多斯市集中开工,我旗设分会场),August28,2022,http://www.dlt.gov.cn/dltqrmzf2023/xwzx_151490/xwtp/202305/t20230524_3398148.html.97.PolarisHydrogenNetwork(北极星氢能网),“¥345Million!HuadianHeavyIndustriesSignsaContractforthe200MWNewEnergyHydrogenProductionDemonstrationProjectinDamaoqi”(3.45亿!华电重工签署达茂旗200MW新能源制氢工程示范项目),November16,2022,https://m.bjx.com.cn/mnews/20221116/1269397.shtml.98.OrdosPeople’sGovernment(鄂尔多斯人民政府),“StartoftheFirstBatchofPhotovoltaicHydrogenProductionIntegratedProjectsinOtogFrontBanner”(鄂托克前旗首批光伏制氢一体化项目集中开工),December29,2021,https://www.ordos.gov.cn/gk_128120/zdjsxm/xmsg/202112/t20211229_3138327.html.99.Ibid.100.YijinHoloBannerPeople’sGovernment(伊金霍洛旗人民政府),“GovernmentWorkReport—PresentedattheFourthSessionoftheFourthPeople’sCongressinNalintaoTownonMarch17,2023”(政府工作报告——2023年3月17日在纳林陶亥镇第四届人民代表大会第四次会议上),March17,2023,http://www.yjhl.gov.cn/zwgk_142802/zfgzbg/202305/t20230512_3390880.html.101.PolarisHydrogenNetwork(北极星氢能网),“TotalInvestmentofAbout¥7Billion,BeijingJingnengCleanEnergyStartsConstructionofWindandSolarPowerHydrogenProductionProject,”December28,2021,https://m.bjx.com.cn/mnews/20211228/1196396.shtml.102.CenturyNewEnergyNetwork(世纪新能源网),“¥47.8BillionGreenHydrogen+Coal-to-OlefinsProjectOfficiallyStartedinInnerMongolia,”March17,2023,https://m.ne21.com/news/show-177175.html.103.People.cn(人民网),“Ulanqab1.5MillionkW‘Wind-Solar-FireHydrogenIntegration’LargeWindPowerPhotovoltaicBaseProjectStarted,”April12,2023,http://nm.people.com.cn/n2/2023/0412/c347192-40373892.html.104.In-en.com(国际能源网),“BaotouCityHydrogenIndustryandRenewableEnergyIntegrationProjectand14MWDistributedWindPowerandHydrogenProjectStartedinBaogang,”July13,2023,https://h2.in-en.com/html/h2-2414188.shtml.energypolicy.columbia.edu31October2023AbouttheAuthorsYushanLouisaresearchassociatefortheCarbonManagementResearchInitiative(CaMRI)attheCenteronGlobalEnergyPolicy(CGEP)atColumbiaUniversity’sSchoolofInternationalandPublicAffairs(SIPA),wheresheundertakestechnicalanalysisonlow-carbonindustrialsystems,includinglow-carbonfuelsandnegative-emissionstechnologies.Whilecompletinghergraduatedegree,shewasaresearchassistantforCaMRIatCGEP,whereshesupportedworkongreenhydrogen,biohydrogen,andotherlow-carbonfuels.ShealsosupportedworkrelatedtoChina’s14thfive-yearplanandenergytransitionpoliciesattheResearchCenterforEnergyTransitionandSocialDevelopmentatTsinghuaUniversityinBeijing.SheholdsaMasterofPublicAdministrationwithaconcentrationinEnergyandEnvironmentfromColumbiaUniversity’sSIPAandaBachelorofScienceinSustainabilityfromBabsonCollege.ShewasayouthdelegateforChinaatCOP25..Anne-SophieCorbeauisaGlobalResearchScholarattheCenteronGlobalEnergyPolicyatColumbiaUniversity’sSchoolofInternationalandPublicAffairs.Herresearchfocusesonhydrogenandnaturalgas.Anne-Sophiehasover20yearsofexperienceintheenergyindustryandisarecognizedexpertonnaturalgas.Sheistheauthorofmanypublicationsfocusingongas,LNGmarkets,Asia,China,IndiaandAfrica,includingthebook“LNGmarketsintransition:thegreatreconfiguration”(Oxford,2016).SheisalsoamemberoftheGastechgoverningbody.PriortojoiningtheCenter,Mrs.CorbeauwasaseniorLeaderandheadofgasanalysisatBP,whereshewasresponsibleforadvisingtheLeadershipTeamongasmarketdevelopmentsandlongtermpricingassumptions.AspartoftheEconomicandEnergyInsightsteam,shewasleadingtheEnergyOutlook’sanalysisongas,industry,nuclearandhydrogen.ShealsoservedasamemberofBPFrance’sComex(board).BeforejoiningBP,shewasaResearchFellowatKAPSARC(KingAbdullahPetroleumStudiesandResearchCenter)inRiyadhwhereshesetupandexpandedthenaturalgasprogram.ShealsoworkedfortheInternationalEnergyAgency(IEA)whereshewasresponsibleformanagingtheresearchonglobalgasmarkets,andforIHSCERA.ShebeganhercareerasanengineerworkingonfuelcellsandhydrogenatPeugeotandDebisSystemhaus.Anne-SophieholdsanMScfromtheEcoleCentraleParisandanMScfromtheUniversityofStuttgart.32energypolicy.columbia.eduAbouttheCenteronGlobalEnergyPolicyTheCenteronGlobalEnergyPolicyatColumbiaUniversitySIPAadvancessmart,actionableandevidence-basedenergyandclimatesolutionsthroughresearch,educationanddialogue.Basedatoneoftheworld’stopresearchuniversities,whatsetsCGEPapartisourabilitytocommunicateacademicresearch,scholarshipandinsightsinformatsandontimescalesthatareusefultodecisionmakers.Webridgethegapbetweenacademicresearchandpolicy—complementingandstrengtheningtheworld-classresearchalreadyunderwayatColumbiaUniversity,whileprovidingsupport,expertise,andpolicyrecommendationstofosterstronger,evidence-basedpolicy.Visitusatwww.energypolicy.columbia.edu@ColumbiaUEnergyAbouttheSchoolofInternationalandPublicAffairsSIPA’smissionistoempowerpeopletoservetheglobalpublicinterest.Ourgoalistofostereconomicgrowth,sustainabledevelopment,socialprogress,anddemocraticgovernancebyeducatingpublicpolicyprofessionals,producingpolicy-relatedresearch,andconveyingtheresultstotheworld.BasedinNewYorkCity,withastudentbodythatis50percentinternationalandeducationalpartnersincitiesaroundtheworld,SIPAisthemostglobalofpublicpolicyschools.Formoreinformation,pleasevisitwww.sipa.columbia.eduForafulllistoffinancialsupportersoftheCenteronGlobalEnergyPolicyatColumbiaUniversitySIPA,pleasevisitourwebsiteatwww.energypolicy.columbia.edu/partners.SeebelowalistofmembersthatarecurrentlyinCGEP’sVisionaryAnnualCircle.Thislistisupdatedperiodically.CorporatePartnershipsFoundationsandIndividualDonorsOccidentalPetroleumCorporationAnonymousTellurianIncAnonymousthebedaricollectiveJayBernsteinBreakthroughEnergyLLCChildren’sInvestmentFundFoundation(CIFF)ArjunMurtiRayRothrockKimberlyandScottSheffield

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