Hydrogen energy: Pain Points and Opportunities - The "Energy Revolution" research series

Third, the current application scenario of hydrogen energy is relatively simple, mainly as a traditional chemical raw material. At present, China's hydrogen is mainly used in chemical and steel and other fields, specifically distributed in petrochemical, chemical, coking and other industries, mainly used as chemical raw materials for the production of methanol, synthetic ammonia and various chemical products such as fertilizers. Among them, only a small amount of high-purity hydrogen is used as industrial raw materials, such as high-purity electronic hydrogen, and less than 0.1% of the hydrogen used for energy is applied to fuel cells. It can be seen that at present, hydrogen consumption is still concentrated in the traditional high energy consumption field, and has failed to play its carbon reduction effect, on the one hand, because China's current preparation of high-purity hydrogen capacity is limited, on the other hand, because the relevant application technology development is not yet mature.

Overall, the hydrogen energy industry has a broad space for development in the future. From the perspective of short-term development, we can pay attention to the hot track in the field of hydrogen energy application, especially the construction of hydrogen fuel cells, fuel cell vehicles and hydrogen refueling stations. From the perspective of medium and long-term development, we can pay attention to the upstream renewable energy hydrogen production, electrolytic cell and other tracks, as well as the midstream liquid hydrogen storage and transportation, hydrogen pipeline construction and other tracks.