First international NGO to join China Hydrogen Alliance (CHA)
A transition to a low carbon economy is only possible with a vast scale up in the production and use of green hydrogen. This was one of the strongest messages arising from the recent Climate Bonds Green Transition conference.
Hydrogen has a critical role to play in lowering emissions, particularly in decarbonising heavy industries that cannot be electrified – such as steel and cement. To discuss this critical role, the conference brought together experts in the Hydrogen sector from around the world including from China Hydrogen Alliance (CHA), HBIS Group and Air Liquide who shared the status of Chinese and global hydrogen industries, trends and prospects.
Clear criteria and standards will also be needed as Hydrogen grows and to this end, the Climate Bonds Initiative has taken an important step in increasing its knowledge base in green Hydrogen by joining China Hydrogen Alliance (CHA) in July this year.
The conference included one of China’s experts, WEI Chang, from China Hydrogen Alliance who shared a cost roadmap for green hydrogen showing the cost of green hydrogen declining from over $6 to $2 per kg (31 to 20 RMB) in 2025.
The clear consensus was that a drop in the cost of hydrogen to around $2/kg will bring about the rapid popularization of applications and promote the green transition of traditional industries including steel.
Hydrogen Council Report
Hydrogen’s role in global industrial decarbonization has been further elaborated in a recent report from the Hydrogen Council which points out that, hydrogen is able to decarbonize sectors that are otherwise impossible or difficult to abate, such as freight logistics, industrial heating and cement. Meanwhile, industry leaders across the automotive, chemicals, oil and gas, and heating sectors look to low-carbon hydrogen as a pathway to reach climate objectives.
Realizing that hydrogen energy will play a vital role in reshaping global industrial structure, China is in the process of rolling out its plan to rapidly grow its hydrogen industry. This includes strategic planning documents, such as "China Made 2025", which provide support for the development of hydrogen energy as well as the National Energy Administration’s draft Energy Law which officially includes hydrogen in the definition of national energy. Subsequently in June 2020 the National People's Congress approved a strategic plan for national hydrogen industry development which has become one of the country's main priorities for year 2020.
About the China Hydrogen Alliance
The China Hydrogen Alliance is central to the development of hydrogen energy in China. Founded in 2018, it is positioned as a national high-level think tank dedicated to promoting the development of China’s hydrogen industry. The Alliance is directly guided by the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the National Energy Administration, and other ministries. Large state-owned enterprises, scientific research institutions and financial companies in the fields of energy production, equipment manufacturing, transportation, and raw materials jointly initiated the establishment.
At the moment, the Alliance is leading the preparation of a roadmap for the development of China’s hydrogen and fuel cell industry, and is preparing to build a big data platform for China’s hydrogen industry.
Climate Bonds CHA Membership
Climate Bonds formally joined China Hydrogen Alliance in July this year and became a council member. Membership will help both parties to explore high-level international cooperation to develop green hydrogen – an essential component of a global scale up. CBI will utilise the expertise within the Alliance to inform the development and harmonization of global green hydrogen criteria, and work together to enhance the global influence of hydrogen energy.
“CBI joining the China Hydrogen Alliance will help promote green and clean hydrogen assets and solutions to be efficiently connected to the global market, expand market transaction options and scale, and help companies to realize green transition.”- China Hydrogen Alliance
There are many reasons to be optimistic about Hydrogen. According to the Hydrogen Council’s report Path to Hydrogen Competitiveness: A Cost Perspective, as the scale up of hydrogen production, distribution, equipment and component manufacturing continues, cost is projected to decrease by up to 50% by 2030 for a wide range of applications, making hydrogen competitive with fossil fuel alternative.
To realize this ambitious vision, a huge scale up of investment and demand is needed. This, in turn will require ambitious policy measures and incentives to boost demand and investment in the development of green hydrogen within the framework of transition finance.
With this vision for 2030 fixed firmly in our minds, we cannot afford to walk - we must run.
The last word from our CEO, Sean Kidney
"Low cost, clean green hydrogen, available at scale is an increasingly critical element in both rapid industrial decarbonisation and as an enabler of mass clean energy supply. China's role in this vital economic & energy transformation is obvious. Our membership of the CHA is another aspect of Climate Bonds work to support transition at global and national levels and accelerate the pace of change towards net zero."
Climate Bonds
首个加入中国氢能联盟的国际组织
绿色氢能的大规模量产和应用是实现经济低碳转型的前提。这是最近举办的气候债券倡议组织十周年“绿色转型”主题年会总结的重要信息。
氢能在减少碳排放，尤其是在钢铁、水泥等无法电气化的重工业的脱碳方面，发挥着关键作用。为了讨论氢能的重要性，气候债券倡议组织年会邀请到了来自世界各地的氢能行业专家，包括中国氢能联盟、河钢集团和法国液化空气集团，分享中国和全球氢能行业的现状、趋势和前景。
随着氢能的发展，行业标准也需要进一步明确。为此，气候债券倡议组织已于今年7月加入中国氢能联盟，为夯实在绿色氢能方面的知识储备迈出了坚实一步。
此次会议邀请到来自中国氢能联盟的嘉宾卫昶，他分享了绿氢发展的成本路线图，表示到2025年，局部区域有望实现每公斤绿色氢能的成本从31元人民币降至20元。
明确的共识是，绿氢成本降至每公斤2美元左右将带来应用的快速普及，并促进包括钢铁在内的传统行业的绿色转型。
国际氢能委员会最近的一份报告进一步阐明了氢能在全球工业脱碳中的作用。该报告指出，氢能源可以使原本不可能或难以脱碳的行业，例如物流、工业供热与水泥等，实现低碳排放目标。同时，汽车、化工、石油和天然气以及供热等行业的领导者们都希望将低碳氢能作为实现气候目标的途径。
意识到氢能将在国际产业格局重塑中起到至关重要的作用，中国已经谋篇布局。《中国制造2025》《“十三五”国家战略性新兴产业发展规划》《“十三五”能源领域科技创新专项规划》等顶层设计文件对氢能发展给予支持。今年4月，国家能源局发布《中华人民共和国能源法（征求意见稿）》，氢能正式纳入能源定义。6月，经全国人大会议审议通过，“制定国家氢能产业发展战略规划”成为2020年国家的主要任务之一。
关于中国氢能联盟
中国氢能联盟是中国发展氢能的重要抓手。成立于2018年，中国氢能联盟的定位是致力于推动中国氢能产业发展的国家级高端智库。联盟由国家发展和改革委员会、工业和信息化部、财政部、国家能源局等多家部委直接指导，由中国能源生产、装备制造、交通运输、基础材料等领域的大型国有骨干企业、科研机构和金融机构共同发起成立。目前，中国氢能联盟正牵头开展中国氢能及燃料电池产业发展路线图编制工作，并筹建中国氢能产业大数据平台。
气候债券倡议组织成为中国氢能联盟理事单位
气候债券倡议组织于今年7月正式加入中国氢能联盟，成为联盟的理事单位。这有助于双方探索开展高水平国际合作，推动绿色氢能在全球范围内的发展。气候债券倡议组织将利用联盟的专业知识，发展和推动全球绿色氢能标准的制定和协调，并与联盟共同努力，提高氢能的全球影响力。
对此，中国氢能联盟给予了高度评价，“CBI加入中国氢能联盟有助于推动绿色清洁氢资产及解决方案高效对接全球市场，扩大市场交易选择和规模，助力企业绿色转型。”
我们有理由对绿色氢能的未来保持乐观。正如国际氢能委员会的报告《氢能平价之路》指出的，随着生产、分配、设备和组件制造的规模不断扩大，预计到2030年，氢能产业链整体成本将下降50%，氢能源有望成为具有竞争力的低碳解决方案，甚至可以为某些应用市场的常规燃料提供有竞争力的低碳替代品。
实现这个愿景需要巨额的投资和市场需求。这有待于政策措施和激励手段的出台，在转型金融的框架内激发市场需求和投资动力，推动绿色氢能的发展。
牢记2030年的愿景，我们唯有加快步伐，奋力前行！
来自气候债券倡议组织CEO的寄语
Sean Kidney, 气候债券倡议组织CEO——
“规模量产、低成本、清洁的绿色氢能是实现工业迅速脱碳和大规模清洁能源供 应的关键要素。中国在这一重要的经济和能源转型中的作用显而易见。加入中 国氢能联盟是气候债券倡议组织的一项重要工作，旨在支持全球和国家层面的 绿色转型，加快实现净零排放的步伐。”
敬请期待下一次更新！
气候债券倡议组织
