Lub twj tso kua mis ntawm qhov chaw siv hydrogen refueling ntawm lub chaw nres tsheb roj hauv Berlin, Lub Tebchaws Yelemees, hnub Wednesday, Lub Yim Hli 25, 2021.
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Hydrogen muaj lub luag haujlwm tseem ceeb hauv kev hloov pauv mus rau net-zero thiab nws tiam neeg tuaj yeem txhim kho mus rau hauv kev lag luam muaj nqis tshaj $ 1 trillion ib xyoos, raws li Goldman Sachs.
"Yog hais tias peb xav mus rau net-zero peb tsis tuaj yeem ua nws tsuas yog los ntawm lub zog tauj dua tshiab," Michele DellaVigna, tus thawj coj ntawm lub tuam txhab lag luam cov khoom lag luam rau thaj tsam EMEA, hais rau CNBC's "Squawk Box Europe" ua ntej lub lim tiam no.
"Peb xav tau ib yam dab tsi uas siv lub luag haujlwm niaj hnub no ntawm cov pa roj ntsha, tshwj xeeb tshaj yog los tswj lub caij nyoog thiab kev sib cuam tshuam, thiab qhov ntawd yog hydrogen."
Hydrogen muaj ntau hom kev siv thiab tuaj yeem siv rau hauv ntau qhov kev lag luam.
DellaVigna tau hais tias "Nws yog lub cev muaj zog heev," "Peb tuaj yeem siv nws rau kev thauj khoom hnyav, peb tuaj yeem siv rau cua sov, thiab peb tuaj yeem siv rau kev lag luam hnyav."
Qhov tseem ceeb, nws tau sib cav, yog "tsim nws yam tsis muaj CO2 emissions. Thiab yog vim li cas peb tham txog ntsuab, peb tham txog xiav hydrogen. "
Piav qhia los ntawm Lub Chaw Haujlwm Saib Xyuas Hluav Taws Xob Thoob Ntiaj Teb ua "lub zog muaj zog ntau yam," hydrogen tuaj yeem tsim tawm hauv ntau txoj hauv kev. Ib txoj hauv kev suav nrog kev siv electrolysis, nrog cov hluav taws xob tam sim no faib dej rau hauv oxygen thiab hydrogen.
Yog tias hluav taws xob siv hauv cov txheej txheem no los ntawm cov khoom siv txuas ntxiv xws li cua lossis hnub ci ces qee tus hu nws ntsuab los yog txuas ntxiv hydrogen.
Blue hydrogen yog hais txog hydrogen uas ua los ntawm cov roj ntsha ntuj - cov roj fossil - nrog rau CO2 emissions generated thaum tus txheej txheem ntes thiab khaws cia. Tau muaj kev sib cav sib ceg nyob ib ncig ntawm lub luag haujlwm xiav hydrogen tuaj yeem ua si hauv decarbonization ntawm tib neeg.
"Txawm hais tias peb ua nws nrog electrolysis lossis peb ua nrog carbon capture, peb yuav tsum tsim hydrogen hauv txoj kev huv," DellaVigna hais.
"Thiab ib zaug peb muaj nws, kuv xav tias peb muaj kev daws teeb meem uas tuaj yeem dhau los, ib hnub, tsawg kawg 15% ntawm lub ntiaj teb kev lag luam hluav taws xob uas txhais tau tias nws yuav yog ... ntau dua trillion duas lag luam ib xyoos twg."
"Yog vim li cas kuv xav tias peb yuav tsum tsom mus rau hydrogen ua tus ua tiav ntawm cov pa roj hauv lub ntiaj teb net-zero."
DellaVigna cov lus hais qhia qhov kev tshuaj xyuas hauv tsab ntawv ceeb toom tsis ntev los no los ntawm Goldman Sachs Research uas nws tau sau ua ke.
Tshaj tawm ua ntej lub hli no, daim ntawv tshaj tawm cov xwm txheej bull pom hydrogen tiam tag nrho cov lag luam muaj peev xwm muaj peev xwm ntaus ntau dua $ 1 trillion los ntawm 2050 piv rau ib ncig ntawm $ 125 billion niaj hnub no.
Thaum muaj kev zoo siab nyob rau hauv qee lub quarters txog hydrogen lub peev xwm, feem coob ntawm nws tiam tam sim no raws li fossil fuels. Txawm li cas los xij, kev siv zog los daws qhov no.
European Commission, piv txwv li, tau tso tawm cov phiaj xwm los nruab 40 GW ntawm cov khoom siv hluav taws xob txuas ntxiv dua tshiab hauv EU los ntawm xyoo 2030.
Thaum nws xam phaj, DellaVigna tau nug txog cov tub ua lag luam cov khoom lag luam yuav tsum saib kom zoo dua ntawm hydrogen sector qhov kev loj hlob.
"Nws muaj ob txoj hauv kev los nqis peev hauv hydrogen," nws hais. "Ib qho yog mus yuav cov tuam txhab ua si dawb huv electrolyzer uas ... muaj qhov ntshiab raug rau hydrogen."
Lwm txoj hauv kev yog los nqis peev "los ntawm cov koom nrog uas twb muaj hydrogen ua ib feem ntawm lawv cov lag luam tsis tu ncua." Qhov no suav nrog cov tuam txhab pabcuam hluav taws xob, cov tuam txhab lag luam roj thiab cov tuam txhab roj thiab roj, nws hais.
Tau qhov twg los: https://www.cnbc.com/2022/02/23/hydrogen-generation-could-become-1-trillion-market-goldman-sachs.html