挪威船级社（DNV）：2026年能源转型展望报告：至2060年氢能发展路径（英文版）（95页）.pdf

1、1DNV Energy Transition Outlook 2026 Hydrogen to 2060ENERGY TRANSITION OUTLOOK 2026 HYDROGEN TO 2060 From pilots to scale for renewable and low-carbon hydrogen and synthetic fuelsFOREWORDHowever,as we outline in this new forecast,that still leaves a substantial market for clean hydrogen,with volumes

2、growing 100-fold between now and 2060,and with cumulative CAPEX investment of some USD 3 trillion over the next three decades.Clean hydrogen is not market competitive and will remain so until carbon emission costs are sufficiently high both on the supply and demand side.Despite ongoing technology le

3、arning and cost improvements,our forecast volumes are predicated on continued and,in some cases,intensified Ditlev EngelCEO,Energy SystemsDNVpolicy support beyond presently-stated commitments in the form of mandates,subsidies,offtake agreements,contracts for difference,and so on.It is important to u

4、nderline that the clean hydrogen industry has not been at a standstill these past four years,and especially not in China where there is now a strong push to scale up clean hydrogen largely a new development tied to the current(15th)Five-Year Plan.There are now over 1,500 planned pilot and small-scal

5、e hydrogen projects worldwide;about one third have advanced to final investment decision(FID);only a handful of substantial projects have advanced to construction.Some of those,as well as key joint industry initiatives led by DNV,are highlighted in this report.Piloting and collaboration have provide

6、d valuable insights into the safety,efficiency,sustainability,and financing of clean hydrogen.Many of these lessons have now been recorded,with important recommended practices,guidelines,and new standards published or soon to be released.Producing clean hydrogen is not just about constructing new fa