普华永道：氢能发展的行业领袖见解( 英文 15页)

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为了研究全球氢能发展现状、机遇和挑战，世界能源理事会在2021年2月至4月期间对22个国家的28位能源思想领袖进行了25场访谈。这些访谈汇总了各个相关行业的新兴热点，也反映出当下能源系统中对氢能发展尤为关键的问题。

INTRODUCTION

The World Energy Council, in collaboration with EPRI and PwC, aims to provide a better understanding of hydrogen development worldwide for the energy community, building on the expertise and experience of its global network. In this context, we published a new Innovation Insights Briefing on Hydrogen in July 2021, seeking to start a multi-stakeholder, multi-level community dialogue on hydrogen’s role in energy transitions.  

Our work has identified the following 4 areas for further discussion: 

1. Significant divergences are emerging across countries and regions, as national hydrogen strategies reveal varying attitudes towards hydrogen’s role in energy transitions. This signals a need to embrace diversity – eliminating a one size fits all mindset – and enable differing technologies and use cases to be explored.

2. Confusion over ‘colours’ is stifling innovation, with over-simplification and colour prejudice risking the premature exclusion of some technological routes that could potentially be more cost- and carbon-effective. There is a need for further dialogue which looks beyond colour to also explore carbon equivalence.

3. Demand-centric hydrogen perspectives are needed to advance the Humanising Energy agenda. The current hydrogen conversation focuses heavily on supply, ignoring the role of hydrogen users. Discussions must explore what’s needed to trigger demand, with a specific focus on the development of hydrogen infrastructure and a global supply chain.

4. The hydrogen economy could stimulate job creation and economic growth, potentially helping to fulfil ‘build forward together’ ambitions post-COVID-19. Several national hydrogen strategies highlight jobs as an important driver of hydrogen development, with opportunities to reskill the existing workforce and upskill a new workforce.

To help inform the dialogue on these 4 topics, we are releasing 3-part series working papers for the hydrogen road builders, providing additional insights on: 

• National Hydrogen Strategies; 

• Inputs From Senior Leaders On Hydrogen Developmen ts; 

• Hydrogen Demand And Cost Dynamics.

This Working Paper presents inputs from senior energy leaders on hydrogen and critical issues that are emerging related to hydrogen development. This Working Paper builds upon interviews with 38 experts from 23 countries, reflecting 61 % of the global Total Primary Energy Supply - TPES (2018 data, OECD) and 70% of global GDP (2019 data, WB).

介绍

世界能源理事会与 EPRI 和普华永道合作，旨在利用其全球网络的专业知识和经验，让能源界更好地了解全球氢能的发展。在此背景下，我们于 2021 年 7 月发布了一份新的关于氢的创新洞察简报，旨在就氢在能源转型中的作用启动多方利益相关者、多层次的社区对话。

我们的工作确定了以下 4 个需要进一步讨论的领域：

1. 国家和地区之间正在出现显着差异，因为国家氢战略揭示了对氢在能源转型中的作用的不同态度。这表明需要拥抱多样性——消除一刀切的心态——并允许探索不同的技术和用例。

2. 对“颜色”的混淆正在扼杀创新，过度简化和颜色偏见可能会过早排除一些可能更具成本效益和碳效益的技术路线。需要进一步对话，超越颜色，探索碳等效性。

3. 需要以需求为中心的氢观点来推进人性化能源议程。当前的氢对话主要集中在供应上，而忽略了氢用户的作用。讨论必须探索触发需求需要什么，特别关注氢基础设施和全球供应链的发展。

4. 氢经济可以刺激创造就业机会和经济增长，有可能有助于实现 COVID-19 后“共同发展”的雄心。一些国家氢战略强调工作是氢发展的重要驱动力，有机会重新培训现有劳动力和提高新劳动力的技能。

为了帮助就这 4 个主题进行对话，我们为氢能公路建设者发布了由 3 部分组成的系列工作文件，提供关于以下方面的更多见解：

• 国家氢战略；

• 来自氢能开发高级领导人的意见；

• 氢需求和成本动态。

这份工作文件介绍了高级能源领导者对氢和与氢发展相关的新出现的关键问题的投入。本工作文件基于对来自 23 个国家的 38 位专家的采访，反映了全球一次能源供应总量的 61% - TPES（2018 年数据，经合组织）和 70% 的全球 GDP（2019 年数据，世界银行）。