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中国规模化氢能供应链的经济性分析

Economic Analysis of China's Large-scale Hydrogen Energy Supply Chain

  • 摘要:
        目的   文章研究规模化氢能供应链的经济性,未来十年,氢能作为战略能源将会重构社会的能源结构,并影响未来社会能源总成本。预测大规模氢能时代的制氢、储氢、输氢、分销、应用的成本,和市场化的趋势有着重要的意义。氢气由于高储运成本,用途、品质的多样性,氢气市场存在分层结构。分析氢能与常规能源的可比价格,提出原油当量价格(POE)的概念,预测未来氢能价格的合理区间。解决供应链问题是获得低成本氢能的关键,由此提出干线门站模式,解决绿氢的资源分布与长距离输送氢能的问题。
        方法   利用平准化氢气成本(LCOH)分析模型,测算大型光伏制氢管道输氢LCOH,分析大规模可再生能源制氢输氢的经济性。利用氢能供应链的储、输、卸六个象限成本公式,分析气氢、液氢、固氢、有机氢、管道氢等不同储运技术,短距离氢储运成本,分析门站后输氢的场景和成本,预测短距离输氢的成本趋势。
        结果   研究表明:我国有丰富的绿氢资源,随着投资下降,预计大规模绿氢管道输送的城市门站LCOH将低于2.0 RMB/Nm³,将成为未来主要的氢源。当前,氢储运技术气氢、液氢、甲醇、合成氨、有机氢、固氢、管道氢,随着规模的增加实现远距离输送。在现有的技术下,城市门站到终端的输送,氢短距输送(<100 km)测算成本都在1.2 RMB/Nm³以下,由此评估的氢能供应链的总成本,干线门站模式下氢能最终到达终端的价格约为3.2 RMB/Nm³,当量价格POE与汽油价格接近,考虑燃料电池的能效因素,氢能汽车在4.0 RMB/Nm³的氢价下,具有比汽油车更低的百公里燃料费用。
        结论   因此,氢能作为战略能源,在无补贴的情况下实现中国氢能源的绿氢替代,在技术经济上是可行的。

     

    Abstract: Introduction The paper aims to calculate the Hydrogen energy economy efficiency. In next decade, Hydrogen will reconstruct the energy structure of China, as a strategic energy. The total cost of Hydrogen gas supplying chain will impact on the society energy cost in future. Therefore, it is of great significance to study the economy of large-scale hydrogen energy supply chain and analyze the supply chain mode of hydrogen energy in the future energy structure to predict the cost of hydrogen production, hydrogen storage, hydrogen transmission, distribution and application in the era of large-scale hydrogen energy, and the trend of future hydrogen energy marketization. Hydrogen has a layered structure in the hydrogen market due to the high storage and transportation cost, versatility and different quality. In this paper, the concept of crude oil equivalent price (POE) will be put forward to analyzes the comparable price of hydrogen energy and normal energy, to find the reasonable range of hydrogen energy price in the future. To solve the supply chain problem is the key issued to obtain low-cost hydrogen energy, the "mainline gate station model" is proposed to distribution of green hydrogen and the long-distance transmission.
        Method   Using the Equalization Cost of Hydrogen analysis model (LCOH), the large scale green hydrogen production project including Solar Power Plant, hydrogen generation and pipeline was measured to calculate the hydrogen transmission cost. The economy of hydrogen transmission from large-scale renewable energy was analyzed with the LCOH. Based on different storage and transportation technologies such as gas hydrogen, liquid hydrogen, solid hydrogen, organic hydrogen, pipe hydrogen. The Six-Quadrants Cost Formula was calculated for cost of storage, transportation and unloading of hydrogen supply chain.
        Result   The results show that China has a wealth of green hydrogen resources in west forest, with the decline in investment, it is expected that large-scale green hydrogen pipeline transport of the city gate station, the Hydrogen LCOH will be less than 2.0 RMB / Nm³. Due to the low cost, the west green hydrogen will become the main source in the future. At present, hydrogen storage and transportation technologies are including high press gas hydrogen (>20 MPa), liquid hydrogen, methanol, ammonia, organic hydrogen, hydrogen solid hydrogen, pipeline hydrogen. With the increase in scale, the long-distance transportation of hydrogen will be achieved. Under the existed Hydrogen Transportation technologies, the city gate station to the terminal transport, short-distance transmission mode forecast cost will be below 1.2 RMB / Nm³. Assessing the total cost of the hydrogen energy supply chain, the hydrogen energy finally reaches the terminal in the mainline gate station mode is about 3.2 RMB/Nm³. the equivalent price POE is close to the gasoline price. Considering the energy efficiency factor of the fuel cell, hydrogen energy car at 4.0 RMB /Nm³ hydrogen price, has a lower fuel cost than gasoline car.
        Conclusion   Therefore, as a strategic energy source, it is feasible to realize the green hydrogen replacement of hydrogen energy in China without subsidies in next decade.

     

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