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#China_Hydrogen_News 【China Hydrogen News】China Accelerates the Application of Clean and Low-Carbon Hydrogen in the Industrial Sector   Recently, China issued the Implementation Plan for Accelerating the Application of Clean and Low-Carbon Hydrogen in the Industrial Sector. This plan aims to implement the Medium- and Long-Term Development Plan for the Hydrogen Energy Industry (2021–2035), promote the application of clean and low-carbon hydrogen in the industrial sector, accelerate the upgrade of technological equipment, and foster high-quality development of the hydrogen energy industry. The plan focuses on application scenarios such as hydrogen-based metallurgy, hydrogen-carbon coupling for green methanol production, and hydrogen fuel cell vehicles. It proposes 30 specific tasks covering technological breakthroughs, enterprise cultivation, and standard improvement. It also sets a clear goal: by 2027, China will strive to achieve significant breakthroughs in the promotion of clean and low-carbon hydrogen application technologies and equipment in the industrial sector, and cultivate a number of leading enterprises and industrial clusters. The implementation of this plan marks the entry of China's hydrogen energy industry into a fast track in the industrial sector. It will strongly promote industrial energy conservation and carbon reduction, help build a green and low-carbon industrial system, and provide important support for China's industrial transformation.

🌍🔋 The mainland will reach its green hydrogen target ahead of schedule, with annual production of 220,000 tonnes, far exceeding the sum of all countries worldwide. 🔍📅 #China, #greenhydrogen, #annualproduction, #nationaltarget, #RystadEnergy, #electrolysers, #hydrogenconsumer, #greenhydrogen2025, #FCVC2024 🌟🔋 Hong Kong's ‘South China Morning Post’ reported that the latest report released by Norwegian energy consultancy Rystad Energy on the 5th noted that mainland China has become the world's largest producer and consumer of hydrogen, with around 2.5 gigawatts of hydrogen electrolysers expected to be installed by the end of this year. The report estimates that mainland China can produce 220,000 tonnes of green hydrogen a year, 6,000 tonnes more than the rest of the world combined, exceeding the national target of 200,000 tonnes by 2025. 📊👥 ‘After 2040, the green hydrogen market will skyrocket because the levelised cost of green hydrogen will start to be the lowest of all production methods [in China],’ Nakanishi said at the International Hydrogen and Fuel Cell Vehicle Conference and Exhibition 2024 (FCVC 2024). 🔗📌 Details: https://bit.ly/3RbzcNN .

'Significant acceleration' | Over 3GW of hydrogen #electrolysers have now been installed globally Data from HyPrism™ by VNZ Insights shows that China continues to dominate the sector #h2 #hydrogen #greenhydrogen #energy #hydrogentechnology #hydrogenindustry #hydrogeneconomy #hydrogenstrategy #hydrogenmarket #hydrogenproduction https://lnkd.in/e63YKgxU

#China_Hydrogen_News 【China Hydrogen News】The National Development and Reform Commission of China Promotes Integrated Hydrogen Demonstration Projects to Support the Development of Green and Low-Carbon Technology On September 20th, the General Office of China's National Development and Reform Commission issued a notice to initiate the application process for the second batch of green and low-carbon advanced technology demonstration projects. This application focuses on "production, storage, transportation, and utilization" integrated hydrogen demonstration projects, with a special emphasis on supporting the construction of hydrogen transportation pipelines. In addition, the demonstration projects of green hydrogen equipment technology verification bases will also be supported, including key technologies such as alkaline and proton exchange membrane (PEM) electrolyzer testing, hydrogen storage system and process inspection, mobile refueling system evaluation, and hydrogen quality analysis testing. These projects aim to clarify the application scenarios of hydrogen energy and ensure its compliance with national industrial policies. The release of this notice signifies that China has taken another step forward in technological advancement and industrial layout in the field of hydrogen energy. By supporting integrated hydrogen energy demonstration projects, China can not only promote the innovation and application of hydrogen energy technology but also facilitate the commercialization and scaling up of green and low-carbon technology. This is of great significance for reducing greenhouse gas emissions, optimizing the energy structure, and achieving carbon neutrality goals.

“China is probably one of the most active countries trying to popularise hydrogen and develop the hydrogen economy,” said Jenhao Han, managing director of Asia at Hy24, a Paris-based global investment firm exclusively focused on the hydrogen industry. At a forum in Beijing in April, Ouyang Minggao, a Tsinghua University professor, said China has great advantages in taking the lead in manufacturing green hydrogen-related products and equipment such as electrolysers, fuel cells and fuel-cell vehicles, as well as ammonia and methanol, two carriers of hydrogen. He called hydrogen the “fourth pillar” of China’s economy, following the country’s success in solar panels, electric vehicles and lithium-ion batteries, which accounted for 1 trillion yuan (US$138 billion) of exports last year and powered China’s 5.2 per cent gross domestic product growth. Green hydrogen, produced using renewable energy, can also help ease China’s solar and wind overcapacity issue. Last year, China added a record 301 gigawatts (GW) of renewable capacity, nearly 60 per cent of the global total. However, the country’s power infrastructure was unable to consume much of the generated power. “Green hydrogen projects can help absorb some of the renewable power produced in northwestern China, where most of the large-scale wind and solar projects are located and power demand is low,” said Yao Zhe, a Beijing-based global policy analyst at Greenpeace East Asia. #GreenHydrogen #Electroloysers #China https://lnkd.in/eQFqfekH

*** Largest upcoming hydrogen Projects in Asia *** • Asia has outlined the importance of low-carbon hydrogen in the energy transition due to its versatility in decarbonising a wide range of end use industries including power, transportation and other hard-to-abate sectors such as iron and steel and chemicals • It is pushing to develop low-carbon hydrogen production capacity and regional demand, as not only a pathway to a more sustainable future but a means to increase energy independence • In the case of China and India, they look to establish themselves as leaders of new energy technologies such as hydrogen, to capitalise on increasing global demand • The region currently has 130ktpa of low-carbon hydrogen capacity, however, its share of active capacity is set to increase as it accounts for 12% of global feasibility and post-feasibility projects • This highlights that despite feasibility projects accounting for 58% of Asia’s total capacity, a significant proportion of its projects are moving to later stages of development The chart below shows the largest upcoming Hydrogen projects in Asia #hydrogen #greenhydrogen #bluehydrogen #energytransition #netzero

Asia is rapidly expanding its low-carbon hydrogen capacity to drive decarbonization across power, transport, and steel industries. With 12% of global feasibility projects and growing capacity, countries like China and India aim to lead in hydrogen technology, boosting sustainability and energy independence.

#China_Hydrogen_News 【China Hydrogen News】Inner Mongolia in China is vigorously promoting research and development in hydrogen energy technology to accelerate the transformation of its energy structure.   In mid-October, the Energy Bureau of the Inner Mongolia Autonomous Region of China released the "Several Policy Measures for Energy Technology Innovation in the Inner Mongolia Autonomous Region," announcing that it will promote scientific and technological research and development in key areas of hydrogen energy, such as independent control of key equipment, high efficiency in production, and safe storage and transportation over long distances on a large scale. The policy supports enterprises in applying for national and autonomous region major demonstration application projects, involving key technologies such as fuel cells, water electrolyzers, and hydrogen compressors, as well as the construction of hydrogen energy equipment verification bases and application demonstration projects. Against the backdrop of China's goals for "carbon peak and carbon neutrality," this policy measure in Inner Mongolia will not only systematically advance the research and development, pilot transformation, and engineering application of hydrogen products and technologies, providing strong policy support for the development of the local hydrogen energy industry, but it will also continue to promote the continuous transformation and upgrading of China's energy structure towards a green and low-carbon direction.

EU Hydrogen Market: Why Chinese Electrolyzer Manufacturers Remain Unfazed Amid New Subsidy Restrictions On December 3rd, the European Commission launched the second auction under the European Hydrogen Bank, allocating up to €1.2 billion to support hydrogen projects across the EU. This initiative follows the first auction earlier in 2024, which awarded nearly €720 million to seven renewable hydrogen initiatives. To gain insights, Shentou has reviewed the Commission’s publication outlining 120 key points related to the auction (Source: 7fc59da6-15a1-46a1-a015-fa9645789601_en). Most notably, in response to concerns over reliance on Chinese-made components, the European Commission introduced new criteria for this auction. Projects must now ensure that no more than 25% of their plant’s production capacity relies on Chinese-made components, such as electrolyzer stacks. Despite these restrictions, feedback gathered by Shentou from Chinese electrolyzer manufacturers suggests they remain largely undeterred. In the short to mid-term, many manufacturers observed that the EU's market demand for electrolyzers far outstrips the subsidies allocated for hydrogen projects. Furthermore, navigating the bureaucratic processes required to access these subsidies remains a challenge. For now, even with subsidies accounted for, European-made equipment is expected to remain more costly than its Chinese-made counterparts. These Chinese manufacturers emphasized that they continue to hold some competitive advantages, particularly in alkaline electrolyzers, which offer lower costs, faster delivery times, and proven reliability. This edge is attributed to China’s market share in the global hydrogen market, with its installed electrolyzer capacity accounting for nearly 50 percent of the global total and over 40 percent of global electrolysis projects that have reached a final investment decision. However, in the long term, Chinese companies are actively planning to deepen their collaboration with local EU firms and are exploring the establishment of local production facilities to better align with the evolving regulatory landscape and growing EU market demands. #HydrogenEnergy #GreenEnergy #Innovation #Hydrogen #ShentouGroup #ChinaHydrogen #HydrogeninChina #EUHydrogen #HydrogenSubsidies #HydrogenBank #Electrolyzer #ShentouHydrogen