China's Hydrogen Revolution: Leading the World in Production and Infrastructure Development
Key Ideas
  • China is set to produce more hydrogen than the rest of the world combined by the end of the year, exceeding targets and focusing on green hydrogen production.
  • Significant disparities exist in hydrogen supply and demand across China, with regions like Inner Mongolia and Gansu leading in renewable capacity and hydrogen projects.
  • China aims to develop a 6,000-kilometre hydrogen pipeline network by 2050, with projects underway for long-distance pipelines that would set world records.
  • Challenges persist in ensuring sufficient renewable energy to power electrolyser facilities, but Rystad Energy remains optimistic about the growth of green hydrogen in China.
China is poised to become a global leader in hydrogen production, with estimates suggesting it will surpass the rest of the world in output by the end of the year. The country's national hydrogen plan targets the production of 200,000 tonnes per annum of green hydrogen by 2025, a goal expected to be exceeded ahead of schedule. Despite the progress, concerns exist around the reliance on grey hydrogen and the need for clearer definitions aligning with international standards. Geographical disparities in supply and demand within China have prompted a focus on regions with abundant renewable energy resources, leading to ambitious production targets. The country is also investing in a vast hydrogen pipeline network, with projects already underway for record-breaking long-distance pipelines. Challenges remain in ensuring renewable energy capacity meets the demands of electrolyser facilities, but optimism persists for the growth of green hydrogen in China's energy landscape.
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