Sinopec's hydrogen energy strategy again expresses: strive to become the world's leading hydrogen energy company

Author:21st Century Economic report Time:2022.09.02

21st Century Business Herald reporter Peng Qiang Beijing report

Among all new energy businesses, hydrogen energy is becoming the top priority of Sinopec. Sinopec said that it will build the largest and scientific leading China First Hydrogen Energy Corporation, focusing on the two major areas of transportation and refining and refining. The long -term goal is to become the world's leading hydrogen energy company.

In recent years, the boom of the hydrogen energy industry has swept the world, and the main energy companies have issued relevant hydrogen energy industry layout plans. The hydrogen energy industry policies from all over the country have also emerged endlessly. Where is energy, transportation, and industrial applications, where is the most potential development direction of the hydrogen energy industry?

Sinopec: Create China's First Hydrogen Energy Company

On September 2nd, Sinopec officially released the implementation of the company's hydrogen energy medium and long -term development strategy, saying that it will accelerate the establishment of China's first hydrogen energy company and strive to become the world's leading hydrogen energy company in the long term.

Sinopec said that the company will focus on the two major areas of hydrogen energy transportation and green hydrogen refining in accordance with the "hydrogenation leadership, green hydrogen demonstration, double -wheel drive, and help reducing carbon reduction". The high -quality development of the industry chain.

Sinopec is the largest refining enterprise in China. With the production capacity of coal -made hydrogen and industrial by -production hydrogen, Sinopec is currently the largest hydrogen producer in the country. Previously, Sinopec has made many actions, showing the passion for the hydrogen energy industry.

The social responsibility report disclosed in August of Sinopec showed that the annual production capacity of Sinopec's hydrogen hydrogen exceeded 3.5 million tons, accounting for about 14%of the country's total output, and a total of 76 hydrogen stations (including oil hydrogen co -construction stations) were completed.

According to the long -term development strategy of hydrogen energy disclosed in Petrochemical, the company's goal is to create the largest scale, leading science and technology, and first -class Chinese hydrogen energy company, and promote industrial demonstration around the two major areas of hydrogen energy transportation and green hydrogen refining.

Sinopec plans to build a hydrogenation capacity of 120,000 tons/year by 2025, and fully meet the needs of hydrogenation of the consumer terminal; on the basis of existing refining and coal chemical hydrogen, vigorously develop renewable power hydrogen, further expanding to further expand Clean green hydrogen production and utilization scale, and grasp the layout of major demonstration projects of green electrical hydrogen, and gradually replace fossil raw materials hydrogen in the refining and chemical fields, and promote deep decarbon in the industrial field.

In November 2021, Sinopec's green hydrogen demonstration project in Xinjiang Kuqi was officially launched. The project was the largest photovoltaic green production project under construction at that time.

In recent years, Sinopec has also had investment layouts in the hydrogen energy and fuel cell vehicle industry. It has successively invested in companies such as Shanghai to reshape, Zhongding Hengsheng, Guofu Hydrogen Energy, and cooperate with French liquid air and Conominus.

Sinopec said that the company will actively cooperate with all parties to promote the establishment of industrial chain databases such as the production, utilization, hydrogenation stations, and technology equipment of national hydrogen production, and establish an information sharing mechanism; Exchange membranes, electrolytic hydrogen -making, and localization of hydrogenation stations have increased technological research, and actively participate in and promote the formulation of relevant industrial standard systems.

Hydrogen energy transportation and industrial application prospects are broad

In recent years, Beijing, Shanghai, Shandong, Hebei, Jiangsu and other places have successively introduced the development plan for the hydrogen energy industry, which has driven the investment boom of hydrogen energy industries in multiple places.

In March of this year, the National Development and Reform Commission and the National Energy Administration jointly issued the "Medium Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)", which formally clarified that hydrogen energy is an important part of the national energy system in the future. The important carrier of transformation is also the direction of strategic emerging industries and future industries.

It is Shanghai that has recently introduced related industrial policies. On August 26, ten departments such as the Shanghai Development and Reform Commission jointly issued the "Several Policies on Supporting the Hydrogen Energy Industry of China (Shanghai) Free Trade Zone in the Lingang New Section Area" pointed out that it is necessary to build Shanghai and even the country in the Lingang New Terminal District to build Shanghai and even the country in the country. Innovation test fields of the development of hydrogen energy industry, relying on the "International Hydrogen Energy Valley" in the new area of ​​Lingang, focus on fuel cell vehicles and thermal power connections, etc., and establish cross -border integration hydrogen energy and fuel cell industry systems.

At present, the hydrogen energy industry is the most concerned, and it is also the most discussed, which is the hydrogen fuel cell vehicle. Many people in the industry have pointed out that with the existing relatively mature new energy vehicle industry competition, hydrogen fuel cell vehicles do not have much advantage in the field of short -distance transportation vehicles. Long -distance transportation vehicles and heavy trucks are one of the directions of breakthroughs.

At this stage, hydrogen energy is mainly used as industrial raw materials, and the proportion of applications for energy is less than 1%. However, hydrogen energy has extensive application space in the fields of shipping, energy storage, steel, environmental protection, and building materials. The refining of green hydrogen metallurgical and green hydrogen can significantly reduce the consumption of fossil fuel consumption in the industrial production process, reduce carbon emissions, and become a hot spot for the hydrogen energy industry in actual engineering applications.

The hydrogen energy transportation and green hydrogen refining of Sinopec are also in line with this trend.

Energy giant to lay off the hydrogen energy industry

Globally, the attention and investment popularity of the hydrogen energy industry are also getting higher and higher. As the world's most important oil and gas producers, Chevron, Daedal Energy, British oil, etc. have recently announced the new hydrogen energy investment plan, focusing on focusing on renewable energy to prepare green and hydrogen.

In June of this year, the U.S. oil and gas giant Chevron signed a memorandum of understanding with Kazakhstan National Petroleum and Natural Gas Corporation (KMG). The development potential of low -carbon projects such as carbon financial disclosure methods. Chevron New Energy CEO Jeff Gustavson said that low -carbon energy is the future development trend. Chevron will cooperate with KMG to explore low -carbon business opportunities and help promote Kazakhstan energy transformation. Also in June, the French energy giant Total Energies and British Petroleum have successively announced major investment plans.

TODA Energy announced that it will acquire a 25%equity of Indian company Adani New Industries Limited (Anil) to create a green hydrogen ecosystem. The Daidal Energy Plan can achieve the goal of producing 1 million tons of green hydrogen by 2030, as well as about 30 Gava's renewable energy power generation capabilities.

The British Petroleum company agreed to acquire 40.5%equity of the Australian green hydrogen development project "Asian Renewable Energy Center (AREH)" and became the operator of the project. The total amount of the acquisition is not announced, but some media expect the total value will exceed 30 billion US dollars.

According to the British Petroleum Corporation, the project will develop on -site wind power and solar power generation in stages. The total power generation will be as high as 26 Gaval. It is expected to produce 1.6 million tons of green or 9 million tons of green ammonia per year.

In July of this year, the Energy Giant Shell and Shenneng Group's subsidiaries established a joint venture. The two parties will invest in the construction of a hydrogenation station network through a joint venture.

As one of the world's largest oil and gas producers, Saudi Arabia's oil giant Saudi Arabia also plans to lay out in the hydrogen energy industry. In addition to using natural gas to produce blue hydrogen, it will also explore the use of domestic rich scenery such as renewable energy to produce green hydrogen. In the future of the "hydrogen energy" era, continue to undertake the role of energy suppliers.

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