October2023China’sHydrogenStrategy:Nationalvs.RegionalPlansByYushanLouandAnne-SophieCorbeauWhiletheUSandEuropeanmediashavededicatedsignicantbandwidthtothetopicoflow-carbonhydrogenintheUnitedStatesandEurope,theyhavereportedfarlessonunfoldingdevelopmentsaroundthattopicinChina.ThisdisparityisespeciallynotablebecauseChinastandsastheforemostglobalplayerinhydrogenproductionandconsumption.1Thecountry’ssubstantialmarketsizeandextensiveindustrialinfrastructurenotonlyfacilitatefasttechnologicaladvancementsinthehydrogenspace,butalsooerthepotentialtoachieveeconomiesofscale—twodevelopmentsthatcansignicantlyinuencetheglobalhydrogenmarketlandscape.Inlightofthesecircumstances,itisessentialtounderstandChina’shydrogenstrategy,includinghowthecountryplanstostartdecarbonizingitscurrenthydrogenconsumptionandexpandfutureuseandproduction.AnotablefeatureofChina’shydrogenstrategyisthatitisnot,infact,singular,butinsteadcomprisedofanationalstrategyandamultitudeofregionalstrategies.SincethereleaseofChina’sMediumandLong-TermStrategyfortheDevelopmentoftheHydrogenEnergyIndustry(2021–2035)(referredtoas“theNationalPlan”)inMarch2022,2therehasbeensignicantdevelopmentinthecountry’shydrogenspace.However,theNationalPlan’stargetsforrenewablehydrogenproductionmayappearconservativegiventhescaleofhydrogenconsumptioninthecountry:arangeof100,...
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