D2-S4-Goldstein-GTAI.pdf

1、NET-ZERO VALLEYS AND HYDROGEN:OVERVIEW AND INVESTMENTOPPORTUNITIESBRUSSELS,SEPTEMBER 30,2025Raphal GoldsteinDeputy Director-Hydrogen Project Groupwww.gtai.de GTAI 2Agenda1.Decarbonization in Germany2.Hydrogen:Current Status and Developments 3.CCU/CCS:The Emerging CO Market in Germany 4.Where to begi

2、n?Germanys Net-Zero Valleysinthasone-AI Generated GTAI 3Source:GIZ based on Umweltbundesamt 2024Note:LULUCF sector includes:Forest Land,Deforestation,Drainage of Organic Soils,Other Land use and their conversionHard-to-abate sectors remain the biggest decarbonization challenge in GermanyGHG emission

3、s in Germany by SectorEnergy sectorIndustryHousingTransportationWaste managementLULUCFAgriculture020040060080010001200140019901994199820022006201020142018202220262030203420382042Million t CO2 eq.-47%-100%GTAI 4Agenda1.Decarbonization in the EU an Germany2.Hydrogen:Current Status and Developments 3.C

4、CU/CCS:The Emerging CO Market in Germany 4.Where to begin?Germanys Net-Zero Valleysinthasone-AI Generated GTAI 5Hydrogen and new processes decarbonize value chains from start to finishSteel/Metal industry*Upgrading Oil/Biomass*As shielding or reducing gas*Amongst others for desulfurisation processes

5、 MethaneE-FuelsMethanisationMethanol synthesisMTOAmmonia synthesisRefining and transformationHydrogenOlefinesMethanolAromatesAmmoniaHydrogenFertilizerSynthetic fibersRubber,etcLubricantsDetergent PlasticsFischer-Tropsch+CO2+CO2+N2+COMTASource:VCI,Dechema,SWP,BMU 2021,KEI 2021,GTAI research 2024Produ

6、ctionProcess/SynthesisH2 or derivate final use as raw material GTAI 6Hydrogen Core Network Total length:9,040 km 60%converted from existing gas pipelines Completion:by 2032-2037 Investment:18.9 billionSupporting Measures IPCEI Funding for storage,hydrogen pipelines,terminals for hydrogen imports Amo