全球绿氢展望2023（英文版）--德勤免费下载

Green hydrogen: Energizing the path to net zeroDeloitte’s 2023 global green hydrogen outlookForeword 03Executive Summary 04The critical role of clean hydrogen on the way to climate neutrality 05The emerging green hydrogen economy: Deloitte’s outlook 05Global trade connects the dots 06Redirecting investments from fossil fuels to clean hydrogen 06Future-focused policy action 07Introduction. Deloitte’s outlook on the global clean hydrogen market 08Part 1. Envisioning a 600 million metric ton market 12Climate policy helps shape the market 15Part 2. Developing the clean hydrogen value chain 18Assessing clean hydrogen supply opportunities 19Overcoming bottlenecks for green hydrogen production 24Implications for trade opportunities 25The importance of transport infrastructure 27Part 3. The emergence of a global clean hydrogen market 30A market set for fast growth 32Green hydrogen dominates the market from the beginning 33Global trade is mostly about derivatives 34Global trade connects key exporting and importing hubs 36Part 4. One new market, multiple benefits 40Economic development 41Efficiency gains from free trade 43Enhanced energy security 44Part 5. Over US$9 trillion of investment needed 46Investments should happen globally 47Transport and conversion assets should not be neglected 49Investments should take place now 50Part 6. A call for action 52Help lay the foundations for a climate- oriented market 53Create a business case 54Ensure long-term resilience 55Balancing competition and cooperation 55Appendix: The Hydrogen Pathway Exploration (HyPE) model 56Upstream representation: hydrogen production 57Midstream transport representation 61Calculation of country-specific cost of capital 65Endnotes 66Authors 70Global contacts 72Deloitte Ec...