麦肯锡-氢能洞察—一个基于氢能投资、市场发展和成本竞争力的视角（英文）-2021.2-58页.pdf_【行业报告下载】

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Published in January 2021 by the Hydrogen Council Copies of this document are available upon
reduest or can be downloaded from our website:
www.hydrogencouncil.com.

并his report was authored by the Hydrogen Councilin collaboration with MckKinsey & Company”
The authors of the report confirm that:

1，There are no recommendations angc/or any measures andc/or trajectories within the report that
could be interpreted as standards or as any other form of (Suggested) coordination between
the participants of the study referred to within the report that would infringe EU competition law;
and

2.， ltis not their intention that any such form of coordination will be adopted.

Whilst the contents of the Report and its abstract implications for the industry generally can be
discussed once they have been prepared, individual strategies remain proprietary confidential and
the responsibility of each participant. Participants are reminded that, as part of the invariable
practice of the Hydrogen Council and the EU competition law obligations to which membership
activities are subject, such Strategic and confidential information must not be shared or
coordinated - including as part of this Report.Executive summary

1. Introduction and methodology

一 yorogen /nsights is aleading global perspective on hydrogen

一 The Hyorogen /nsighits report methodology

中. Deployment and investment

一 Jremendous momentum exists, with over 200 Hz projects announced worldwide
一 _ More than USD 300 billion in Hz investments through 2030

一_Regulation and government support drive this momentum

响. Hydrogen supply

一_Renewable hydrogen could break even with gray Ha before 2030 in optimal regions
一 _ Electrolyzer capex Savings can reduce costs quickly in a rapid global scale-up

一Expected electrolyzer learning curves could be too conservative

IV. Hydrogen distribution and global supply chains

一 _ The optimal Haz transport mode will vary by distance, terrain and end-use:
no universal solution exists

一_ Hydrogen pipelines

一_Hydrogen carriers

一 Hydrogen global transport can cost less than USD 2-3/kg

V.End applications

一 The cost competitiveness of hydrogen applications
一 Hydrogen production cost breakeven

A. Road transport and mining equipment
B. Ammonia

C. Steel

D. Sustainable shipping fuels

E. Aviation

VI.Implementation: bringing it all together to capture the promise of hydrogen

Hydrogen Insights Report 2021
Hydrogen Council Mckinsey & Company

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42Underpinned by a global shift of regulators, investors, and consumers toward decarbonization，
hydrogen (Ha) is receiving unprecedented interest and investments. At the beginning of 2021，

Over 30 countries have released hydrogen roadmaps, the industry has announced more than 200
hydrogen projects and ambitious investment plans, and governments worldqwide have committed
more than USD 70 billion in public funding,. This momentum exists along the entire value chain and
is accelerating cost reductions for hydrogen production, transmission, distribution, retail and end
applications,，

Similarly having grown from 60 to over 100 members since 2020, the Hydrogen Council now
represents more than 6.6 trilion in market capitalization and more than 6.5 milion employees globally.

This report provides an overview of these developments in the hydrogen ecosystem. lt trackSs
deployments of hydrogen solutions, associated investments and the cost competitiveness of
hydrogen technologies and end applications. Developed collaboratively by the Hydrogen Council and
MckKinsey & Company, it offers a fact-based, holistic, quantitative perspective based on real industry
data. Along with the report, the Hydrogen Councilis launching Hydrogen Insights - a subscription
Service that provides granular insights and data about the hydrogen ecosystem and its development.

More than 200 hydrogen projects now exist across the value chain, with 85% of global projects
originating in Europe, Asia, and Australia, and activity in the Americas, the Middle East and North
Africa accelerating as Wel|，

上f all projects come to fruition, total investments will exceed USD 300 billion in hydrogen spending
through 2030 =- the equivalent of 1.4% of global energy funding. However only USD 80 billion of
this investment can currently be considered mature，meaning that the investment is either in a
planning stage, has passed afinal investment decision (FID), or is associated with a project under
construction, already commissioned or operational，

On a company level members in the Hydrogen Council are planning a sixfold increase in their total
hydrogen investments through 2025 and a 16-fold increase through 2030. They plan to direct most of
this investment toward capital expenditures (capex), folowed by spending on merger and acquisition
(M&A) and research and development (R&D) activities,

The global shift toward decarbonization backed by government financial support and regulation

is Supporting this momentum. For instance, 75 countries representing over half the world\'s GDP
have net zero carbon ambitions and more than 30 have hydrogen-specific Strategies. Governments
have already pledged more than USD 70 billion and included new capacity targets and sector level
regulation to Support these hydrogen initiatives. For example, the EU has announced a 40-gigawatt
(GW) electrolyzer capacity target for 2030 (up from less than 0.1 GW today) and more than 20
countries have announced sales bans on internal combustion engine (ICE) vehicles before 2035.

In the US, where federal emission standards for new vehicles have lagged behind those in the EU，
state-level initiatives in California and 15 other states have set ambitious targets to transition not
only passenger cars but also trucks to zero-emission status by 2035. In China, the 2021-24 fuel cell
Support program will see the equivalent of USD 5 billion spent on fuel cell vehicle deployment with a
Strong emphasis on the development of local supply chains.

Hydrogen Insights Report 2021
Hydrogen Council McKkinsey & Company

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