2022-12-03-IEA-中国CCUS制氢的机遇（英）_77页_3mb

Summary of "Opportunities for Hydrogen Production with CCUS in China"

This IEA report examines the role of hydrogen and CCUS (Carbon Capture, Utilisation, and Storage) in supporting China's carbon neutrality goals by 2060. Key findings include:

China's Hydrogen and CCUS Opportunity

• China is the world's largest hydrogen producer (33 Mt/year in 2020), primarily from coal, contributing to significant CO₂ emissions (~360 Mt/year).
• Hydrogen and CCUS can play complementary roles in decarbonizing industrial and transport sectors, reducing emissions, and enabling low-carbon hydrogen supply.

Low-Emission Hydrogen Production

• Coal with CCUS: Cost-effective in regions with abundant coal and CO₂ storage, but costs range from USD 1.4 to 3.1/kg H₂.
• Natural Gas with CCUS: Least cost-effective due to high natural gas prices (~USD 2-3.8/kg H₂), but feasible in specific areas.
• Electrolysis with Renewables: Most promising for low-carbon hydrogen, with costs projected to fall to USD 1.5/kg H₂ in favorable regions.

CCUS and Hydrogen Synergies

• Co-location of hydrogen production and CCUS in industrial clusters reduces infrastructure costs and supports regional decarbonization.
• CO₂ utilization (e.g., EOR, synthetic fuels, CCUS with biomass) can generate revenue and offset deployment costs for CCUS.

Policy Recommendations

• Strengthen CCUS retrofits for existing hydrogen plants.
• Expand CO₂ infrastructure and hydrogen demand clustering.
• Develop low-emission hydrogen markets and financing mechanisms.
• Accelerate innovation in CCUS and hydrogen technologies through public-private partnerships.

In summary, CCUS and hydrogen technologies align with China's climate strategy, offering significant emission reductions and unlocking carbon-neutral pathways by 2060.