The world's largest photovoltaic hydrogen production project is not operating efficiently? Sinopec responded
Interface News Reporter | Hou Ruining
In response to the lack of operational efficiency of the world's largest photovoltaic hydrogen production project, China Petroleum & Chemical Corporation (hereinafter referred to as Sinopec) has the latest response.
On December 25,SinopecThe Information Office released a message to the public, saying,Since it was put into operation to December 21, its Xinjiang Kuqa green hydrogen demonstration project has been running smoothly for 4,200 hours, and has transported a total of 22.36 million cubic meters (about 2,010 tons) of green hydrogen to the user Tahe Refining and Chemical Co., Ltd.
Sinopecdenote，With the completion of the expansion and transformation of the Tahe refining and chemical production unit, the green hydrogen transmission capacity will gradually increase, and it is expected that by the fourth quarter of 2025, the hydrogen transmission capacity will reach 20,000 tons/year, that is, full production will be achieved.
Xinjiang Kuqa Green Hydrogen Demonstration ProjectIt is the world's largest photovoltaic hydrogen production project, tooIt is the first large-scale green hydrogen production project in China, with a hydrogen production capacity of 20,000 tons/year by water electrolysis.
The projectinJune 30 of this yearProduction，8month30day全面建成Production。Sinopec当时称，这MarksChinaThe first large-scale industrial application of 10,000-ton green hydrogen has achieved a breakthrough of zero.全球已Production的项目中，仅有Electrolyzer of Xinjiang Kuqa Green Hydrogen Projectscalereacharrive260 MW。
Research institute BloombegNEF(BNEF) a few days agodenote，由in系统设计中缺少一些安全功能和效率不reach标等原因，新疆库车的260 MW绿色制氢设施，一直以不arrive其装机容量三分之一的效率运行。
BNEF将此归因in项目所使用的电解槽产品设计及材料问题，并denoteFor safety,Kuqa project必须限制项目的运行范围，在运行一些电解槽的同时，设置其他电解槽闲置。这或意味着，The project无法reach成年产能2万吨的目标。
Green hydrogen refers to the hydrogen directly produced through renewable energy sources such as photovoltaic and wind energy, and basically no greenhouse gases are produced in the production process. The electrolyzer is the core equipment for hydrogen production by electrolysis of water.by the trough、anodeand cathodes and other components.
LONGi Green Energy(601012.SH)It's Xinjiang KuqaGreen hydrogen project electrolyzerOne of the suppliers。12month22day，Founder of LONGi Green Energy、President Li Zhenguo is hereAt the 2023 Tsinghua University "Carbon Neutral Economy" Forum公开denote，BNEFThe above analysis is "irresponsible"。
Li Zhenguo gave an example，Let's say the project has1000Electrolyzers，In the case of a cloudy day，Photovoltaics can only be generated30%of electricity，Not at this time1000Electrolyzers全部工作，Instead, it will be turned off700platform，The rest300platform保障满负荷工作。This is both from safety、Stable operation，It is still feasible from the point of view of economy。
Sinopec也对此回应称，拓宽电解槽运行负荷波动范围，是电解水制氢行业面临的共性难题。Xinjiang Kuqa Green Hydrogen Demonstration Project开展了电解制氢系统的集成优化和运行，以系统效率有效解决了低负荷运行的难题。
“这较大提升了scale化碱性电解槽应用时的宽功率波动适配性，使绿氢工厂能够更加适应功率波动范围较宽的光伏电力。”Sinopec称。
隆基绿能为The project提供的是碱性电解槽。现阶段，国内企业大多聚焦碱性电解槽。国泰君安证券援引高工氢能的数据显示，截至 2023年上半年，China电解槽名义总产能超过14 GW，其中碱性电解槽占比约94%，PEM电解槽约6%。
According to an article published by the International Hydrogen Energy Network, the high-efficiency electrolysis hydrogen production technology with wide power fluctuation adaptability has yet to be developed. Because可再生能源的功率输出波动范围大，要求制氢系统的功率耐受范围尽量能reacharrive 0%-100%，更好地耦合风电、光伏发电系统，提高风光等可再生能源的消纳。
公开资料显示，相比inPEM电解槽，碱性电解槽的运行负荷范围较窄，负荷变化区间通常为30-110%，即碱性电解槽的运行负荷下限应不低in30%，否则易造成停机和安全隐患。但PEM电解槽成本高in碱性电解槽，不具备经济性优势。
在能源转型背景下，近年来Sinopec一直在加快打造“China第一氢能公司”。
截至目前，Sinopec累计发展加氢站超100座，占arrive国内加氢站数量的大约28%，是全球加氢站最多的企业。
绿氢炼化方面，Sinopec按照“氢电一体、绿氢减碳”的发展方向，依托炼化基地大力开展集中式风电、光伏开发，布局大型可再生能源发电-制氢-储氢-利用项目。
除了Xinjiang Kuqa Green Hydrogen Demonstration Project，今年2month，Sinopec启动建设鄂尔多斯3万吨/年绿氢项目。The project是目前全球最大的绿氢耦合煤化工项目，利用鄂尔多斯地区丰富的太阳能和风能资源发电直接制绿氢，项目总投资约57亿元。
Sinopec还规划了乌兰察布10万吨/年绿氢项目。The project新能源建设scale254.6万千瓦。其中，风电174.2万千瓦、光伏80.4万千瓦。项目计划总投资205亿元。
China是世界产氢第一大国。China氢能联盟发布的《China氢能源及燃料电池产业发展报告2022》显示，去年China氢气年产能约4882万吨，年产量约3533万吨；氢燃料电池汽车销售量新增3367辆，保有量reach12682辆；建成加氢站358座，同比增长超40%。
