2025中国利用PtX燃料实现航运脱碳

中国利用PtXShippingsector’senergytransitionisamajor

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…andamulti-trillion-dollarinvestment Decarbonizationby2050*到2050年实现脱碳ship-basedinvestments(engines,on-boardstorage,land-basedinvestments(H2production,ammoniasynthesis,…similarlyvalidforsyntheticcarbon-fueloptions,e.g., Sources来源：Artucetal.2020)AggregateinvestmentforthedecarbonisationoftheshippingKrantz,R.,Søgaard,K.&Smith,T.(2020)Thescaleofinvestmentneededtodecarbonizeinternational

*basedonammoniaasprimarybunkerfuelNH3*以氨作为主要船用燃料（NH3）Themajorneedforinvestmentisupstreaminenergyand Investmentbreakdownacrossvesselsandland-based能源效率提升 引擎和储存

*basedonammoniaasprimarybunker氢生产

…similarlyvalidforsyntheticcarbon-basedfuelSources来源：Artucetal.2020)AggregateinvestmentforthedecarbonisationoftheshippingKrantz,R.,Søgaard,K.&Smith,T.(2020)ThescaleofinvestmentneededtodecarbonizeinternationalFuelpathwaysforglobalshippingarelargelyhydrogen- Hydrogen- *Averageacross14individualsectortransitionmodels*14(RaucciCMcKinlayC.,KaranA.Thefutureofmaritimefuels.Whatyouneedtoknow.Lloyd’sRegisterMaritimeDecarbonizationHub,2023.

Todecarbonizethesector,WorldBankanalysisfindsthatgreenammonia,greenmethanol,andtoalesserextentbiofuelsarethemostpromisingcandidatefuels.Modellingindicates,that64percentofmarinefuelsin2050couldbehydrogen-based.*Recentshiporders,enginetechnologyreadinessandIMO’sfulllifecycleemissionsapproachincreasesconfidence.HydrogenintheGlobalEnergyTransitionandDecarbonizationScenarios

40Mtby2030and500Mtby2030年前需40002050年前需5Sources:DNVGL,IEA,Shell,BP,GoldmanSachs,BloombergNEF,HydrogenCouncil,TheWorldBankhasaglobalmaritimedecarbonizationSelectedfocusstudiesforoptions基础设施方Hydrogendemandanalysis氢需求分析National

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GreenshippingtoandfromChinaHowtocreateamarketforgreenmarinefuels?DevelopandadoptnationalGHindustrydevelopmentstrategyandactionplanProvideincentivesandstrengthenR&DforGHtodowntheDevelopandadoptGHstandardsandsafetyDevelopandpilotGHhubsforsupplyanddemandcenters,andbuildtransportinfrastructureUSNationalCleanHydrogenStrategyandEUGreenHydrogenforEnergyTransition:providelargesubsidiesforgreenhydrogenUS:$25billionsubsidyunderCommittedtoscalingupthecleanhydrogenindustry,withafocusonhard-to-abateindustryandheavytransportsectors.Target:10millionmetrictonannuallyby2030,MMTby2040,50MMTbyCreatedfederalfundingforatleast$8billionincreatingupto10regionalhydrogenhubsand$9.5billiontotalinsectorinvestmentsOutput-basedsubsidy($/kg)atdifferentlevelsbasedonGHGemissions,upto$3/kg.HydrogenInteragencyTaskForceestablishedensureWorkforcedevelopmentplancreatedtoenableindustrialtransformation

目标：到203010002040200020505000为创建108095EUGreenHydrogenforEnergy《欧盟净零工业法案》提供3402.2千克，最长10年由欧盟创新基金出资（ETS2023112024132

EU:€34billionsubsidyunderEUNetZeroIndustryActTarget:10MtonGHdomesticproducedand10importedbySub-sectortargets:42%forindustryand5%forEstablishedaEuropeanHydrogenOffersubsidythroughacompetitiveauctionprocess-estimatedat$2.2/kgformax10yearsFinancedviaEUInnovationFund(financedbyFirstpilotauctionstartedinNov2023andclosedinFeb2024,received132bidders.GHstandards:onlyadditionalREgeneratedTrans-EuropeannetworksfortransportProvidepublicfundsforinnovationR&D&WorldBankofferinginChinatopromotegreenmaritime inlandwaterwaytransportinPorti