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$潍柴动力(SZ000338)$ 氢燃料行业是一场马拉松比赛,谁能坚持到最后取决于战略的坚持、可持续的投入,也许10-15年才能见到根本的改变,许多公司尤其初创公司会死在半路上。$亿华通-U(SH688339)$ $巴拉德动力系统(BLDP)$ 

Technical systems and an operational knowledge built up over 10 to 15 years were crucial, he explained, noting that this was what one normally saw in the power industry.


西门子能源的首席执行官谈到了绿色氢行业面临的挑战,他告诉 CNBC,目前“没有商业可行的案例”。

国际能源署将氢描述为“多种用途的能源载体”,其应用范围广泛,可部署在工业和运输等部门。

“在私家车或乘用车上,这是一个非常非常困难的使用场景,”西门子能源的布鲁赫说。 “这不是我首先要讨论的使用场景。”

“我认为谈论氢在……重型运输或某些工业应用中的使用要合理得多,”他继续补充道。



The CEO of Siemens Energy has spoken of the challenges facing the green hydrogen sector, telling CNBC that there was “no commercial case” for it at this moment in time.

In comments made during a discussion at CNBC’s Sustainable Future Forum on Tuesday, Christian Bruch outlined several areas that would need attention in order for green hydrogen to gain momentum.

“We need to define boundary conditions which make this technology and these cases commercially viable,” Bruch, who was speaking to CNBC’s Steve Sedgwick, said.

“And we need an environment, obviously, of cheap electricity and in this regard, abundant renewable energy available to do this.” This was not there yet, he argued.

Hydrogen can be produced in a number of ways. One method includes using electrolysis, with an electric current splitting water into oxygen and hydrogen.

If the electricity used in this process comes from a renewable source such as wind or solar then some call it green or renewable hydrogen.

While there is excitement about the potential of green hydrogen in some quarters, it’s currently expensive to produce. Indeed, National Grid describes grey hydrogen as being the “most common form of hydrogen production” today.

This grey hydrogen, it says, “is created from natural gas, or methane, using steam methane reformation but without capturing the greenhouse gases made in the process.”

In his remarks, Bruch also stressed the importance of building up an industry to support the commercialization of green hydrogen.

Technical systems and an operational knowledge built up over 10 to 15 years were crucial, he explained, noting that this was what one normally saw in the power industry.

“This is all still to come to make it … a commercial system,” Bruch said. “So the biggest problem is [that] under the current boundary conditions there is not yet a commercial case for green hydrogen.”

Another participant in Tuesday’s discussion was Marco Alverà, the CEO of Italian energy infrastructure giant Snam.

Among other things, he talked about the importance of establishing a framework to encourage the development of more sustainable industry.

“You need the fine print and the policies to incentivize or make it mandatory: to switch from grey to green, to switch from gas to hydrogen, to switch from coal to hydrogen,” he said. “And then it will happen very fast.”

Described by the International Energy Agency as a “versatile energy carrier,” hydrogen has a diverse range of applications and can be deployed in sectors such as industry and transport.

One area that has generated a significant amount of debate in recent years is the use of hydrogen fuel cells in cars.

“On private cars, or passenger cars, it’s a very, very difficult use case,” Siemens Energy’s Bruch said. “It’s not the use case I would go to first.”
“I think it’s much more reasonable to talk about hydrogen use either in ... heavy duty mobility or in certain industrial applications,” he went on to add.
“We talk about green steel or green refining processes, which are much more reasonable, much more CO2 effective, and offer a much more beneficial cost environment to make green hydrogen possible.”

全部讨论

2021-10-24 10:26

增发1亿都费劲的公司活下去是关键。这就是潍柴36亿再次加注的魅力,水漂打得起

2021-10-24 01:29

氢燃料也是一种新能源的路径,但是它来得比电动和混动要慢,它的发展什么时候有一个加速度?要等等看。

2021-10-23 23:48

恐怖分子应该很喜欢氢燃料吧