據烴加工新聞3月3日消息稱，GlobalData 表示，領先的國際石油公司正在重組其業務，以采用低碳氫等新的能源轉型技術，成為綜合能源供應商。這家領先的數據分析公司指出，隨著人們對氫的興趣增加，一些大型綜合性石油公司迄今為止宣布了生產低碳氫超過290萬噸/年的項目。

GlobalData 能源轉型分析師 Barbara Monterrubio 評論說：“一些公司比其他公司行動更快、更果斷，現在正在增加主要在綠色氫生產方面的投資。這是由于他們對脫碳的承諾，以及未來從氫經濟的預期增長中獲得的潛在利益。”

根據GlobalData的報告“油氣中的氫-專題研究”，為了實現業務組合的脫碳，各公司已經開始投資綠色氫項目的開發，87%的管道產能來自這些項目。

Monterrubio繼續說道：“為了支持綠色氫經濟，國國際石油公司也在據稱的氫經濟的其他方面改善了他們的足跡。他們通過投資燃料電池技術、燃料補給網絡和氫儲存來創造能源領域的替代收入來源。此外，歐洲一體化企業也在迅速投資于清潔能源領域。”

煉油和化工行業占了現有氫需求的大部分。低碳氫項目可以幫助石油和天然氣公司自身運營的脫碳工作。利用氫作為化工行業生產低碳氨和甲醇的關鍵原料，以及開發生物燃料，將是石油和天然氣行業對氫的需求不斷增加的領域。

Monterrubio 補充說：“交通和電力等其他行業的氫需求有可能迅速增長。氫作為傳統燃料的清潔燃燒替代品的潛力使其成為一個很好的替代品，因為石油和天然氣行業可以利用其資產在不斷發展的氫經濟中獲益。”

朱佳妮 摘譯自 烴加工新聞

原文如下：

International oil companies turn their focus towards green hydrogen

Leading international oil companies (IOCs) are restructuring their businesses to adopt new energy transition technologies such as low carbon hydrogen to become integrated energy providers, says GlobalData. The leading data and analytics company notes that, as interest in hydrogen increases, top integrated oil companies have so far announced projects to produce over 2.9 million tpy of low-carbon hydrogen.

Barbara Monterrubio, Energy Transition Analyst at GlobalData, comments: “Some companies are acting faster and more decisively than others and are now increasing their investments in mainly green hydrogen production. This is due to their decarbonisation commitments and the potential benefits they would gain from the forecasted growth in the hydrogen economy further down the line.”

According to GlobalData’s report, ‘Hydrogen in Oil and Gas – Thematic Research’, in line for decarbonising their business portfolios, companies have started to invest in the development of green hydrogen projects, with 87% of the pipeline capacity coming from those projects.

Monterrubio continues: “For supporting green hydrogen economy, IOCs have also improved their footprints in other aspects of the purported hydrogen economy. They have done this by investing in fuel cell technologies, refuelling networks, and hydrogen storage to create alternative revenue streams in the energy sector. Furthermore, European integrated companies have also rapidly invested in cleaner energy sectors.”

The refinery and chemicals sectors represent the bulk of existing hydrogen demand. Low carbon hydrogen projects can help decarbonisation efforts for oil and gas companies’ own operations. Utilising hydrogen as a key feedstock for the chemical industry in producing low carbon ammonia and methanol, as well as developing biofuels, are sectors which will see increasing hydrogen demand within the oil and gas sector.

Monterrubio adds: “Hydrogen demand in other sectors, such as transportation and power, has the potential to increase rapidly. Hydrogen’s potential as a cleaner burning alternative to conventional fuels makes it a good alternative, as the oil and gas industry can leverage its assets to reap benefits in the evolving hydrogen economy.