Kang Kai: Green electricity + green hydrogen is a powerful weapon to achieve carbon neutrality

code：

at:

uuid:

requestId:

Time：

Prompt information

Subtitle/CC

Speed

Quality

Audio Track

SpeedNormal

Dear experts, friends, good morning, I will report to you on behalf of LONGi some ideas on green electricity + green hydrogen. With the current change of climate, bad weather is no longer rare, and it is no longer rare to hear about hurricanes in the United States, floods in Europe, and floods in Henan, China. There are also some friends who often travel overseas, they inquire before going to see the weather forecast, whether there are some flood disasters, when they go down to dive, they will see whether the creatures below are still diverse, whether the corals are dead, these situations are actually now a threat to our current generation, no longer just a threat to the next generation, now the situation is very serious.

LONGi as a solar technology company, why should it enter the layout of hydrogen energy, but also to talk about a fundamental logic, the fundamental logic is to solve the now increasingly aggravating climate problems and environmental problems, if this problem is solved, the most fundamental logic should talk about its carbon logic, carbon logic inside, the entire carbon emissions are about 10 billion tons of carbon dioxide emissions, and 40% of this is from electricity, and only 41% of the electricity is from renewable energy, only 12% is from photovoltaics, Wind power is only a small part, combined with the current situation, it is still difficult to only develop wind power photovoltaics to solve the problem of carbon reduction. Therefore, if you want to go deep into the decarbonization problem, you must also lay out to other industries, but also include chemicals, steel, nonferrous metals, building materials and other industries, so that you can really solve a fundamental carbon logic, in order to solve this problem.

Assistant General Manager of LONGi Clean Energy Kang Kai

So LONGi now believes that hydrogen energy has become a global consensus, has become an indispensable clean secondary energy source for the world, now talk about the basic situation of hydrogen energy, in 2020, the global demand is now 87 million tons, and China is now about 25 million tons, in 2050 the global reached 520 million tons, is such a demand. And the current situation, 2020 renewable energy hydrogen production, should be less than 1%, electrolysis of water to hydrogen is only a little bit of a few percent, this is not the same thing, electrolytic aluminum is from thermal power, or other power sources, but the real proportion of hydrogen from renewable energy is very low, according to incomplete statistics of electrolysis of water to hydrogen The entire installed electrolyzer equipment is about 2.5 G watts in the country, and now green hydrogen is 1%, which may be less, and by 2050, the proportion of green hydrogen is more than 70%, which is such a proportion.

Now the means of hydrogen production, the first way coal to hydrogen is the lowest cost, it depends on the coal price, coal 550 yuan a ton, coal to hydrogen a kilogram 9 yuan, but the coal price has reached more than 900 yuan, or 1000 yuan a ton, this time its cost of a kilogram is in 12 yuan, and natural gas hydrogen production 9 yuan to 25 yuan, but also depends on the cost of natural gas, electrolyzed water hydrogen is based on the price of electricity, electricity price 8 cents once, its cost is 48 yuan, and coal to hydrogen can not be compared, If it reaches 1 dime a kilowatt hour now, its cost is 14 yuan and below. Can not simply compare them, because electrolyzed water hydrogen added to the original coal chemical process, it can bring more positive impact, but also reduce coal, more carbon atoms into methanol, rather than carbon dioxide, so the overall can also reduce coal, so the price of adding green hydrogen can not be simply compared with the cost of coal to hydrogen, but also consider the positive effects it brings, green hydrogen to 12 yuan to 15 yuan can already be compared with coal to hydrogen, is such a situation.

Let's take a look at the current situation of green hydrogen, first of all, the current situation of photovoltaics, photovoltaics are now from 2016 to 2020 the price of electricity costs HAVE DROPPEd to 100%, Now the lowest electricity price this year is 1.04 cents in Saudi Arabia, 7 cents a kilowatt hour of electricity, the cost is already very low, but some fundamental problems can not be solved, such as photovoltaic volatility, there is no way to generate electricity at night, or a cloud during the day, there is still some volatility, this problem is currently no way to solve, vigorously develop photovoltaic to the power grid will also bring great problems, and hydrogen energy is now the fundamental problem, belongs to the high cost of hydrogen energy, especially electrolysis of water to hydrogen, most of its cost comes from its electricity price, now look at the traditional electrolysis of water to hydrogen, in 2020, the electricity price cost basically accounted for 70 So now combined with the status quo of these two, there is also the combination of most of the hydrogen energy from coal to hydrogen and natural gas to hydrogen, if the two parties to combine to really solve the effect of 1 + 1 greater than 2, can solve the problem of discontinuity, but also can solve the problem of hydrogen production costs.

Look at some of the proportions of thermal power in the power grid now, why is it said that electrolysis of water to hydrogen is not really green hydrogen, because it comes from network electricity, most of the network power comes from thermal power, Xinjiang thermal power accounts for 80%, Inner Mongolia accounts for 85%, the whole country accounts for 67% or 68%, so that the power grid to produce hydrogen is not carbon reduction, it is more than coal to hydrogen emissions, so it is still using renewable energy to produce hydrogen, so you can achieve a zero-carbon logic.

Combined with these situations just now, LONGi will believe that the development of hydrogen energy is a fundamental direction, the most ideal way to use photovoltaic power generation intermittent hydrogen production, while cooperating with large-scale hydrogen storage, to solve the final chemical plant or hydrogen enterprises continue to use hydrogen scenarios, which is the future development direction we believe.

If you want to make the development of green hydrogen faster, the most critical problem to solve the cost problem, LCOH in the most basic problem, how to solve the electricity price problem that just accounted for 70%, the core is to reduce the cost of photovoltaic power generation, it mainly contains two parts, one part is the system cost, the other part to improve the power generation during the life cycle, such as improving the efficiency of the battery, or the way of double-sided power generation, or the advanced tracking bracket, through this to reduce the cost of photovoltaics, and now the current photovoltaic feed-in tariff is more than two cents, More than three cents, the real technical cost is only a few cents, and the other is a non-technical cost, including land rent, financing costs, etc., so now the real technical cost only accounts for a small part of it.

In addition to reducing the price of electricity, there is also a reduction in the cost of electrolyzed water hydrogen production equipment, and the second is to improve the efficiency of the electrolyzer and reduce its power consumption, both of which achieve the reduction of real LCOH.

From a global point of view, the current LCOH is the lowest region in the Middle East, why did you just mention that the Saudi electricity price is as low as 1.04 cents, if you really achieve 1.04 cents, 6 points 7 one kilowatt hour of electricity, even if the electricity consumption reaches 5.0 degrees of electricity per cubic meter, it is lower than the cost of coal-to-hydrogen.

So combined with these situations, LONGi believes that first, it is necessary to be efficient and economical and reduce LCOH. Second, how to be safe and reliable, so that our LONGi photovoltaic + hydrogen production power station does not get sick, less sick, and does not bring trouble to customers in the later stage, which is our fundamental goal.

Finally, let's talk about the situation of LONGi entering hydrogen energy, on March 31 this year, LONGi Hydrogen Energy Company was established, in fact, in 2018 we have begun to lay out to this field, carry out research on this aspect, 2018 has cooperated with some universities, March 31 this year set up a hydrogen energy company in Wuxi, this year's mass production of 500 MW, Next year is ready to mass production of 1.5 GW, in order to achieve the entire low-carbon logic, LONGi is still committed to building a sustainable ecosystem, we joined some plans, we then called on everyone in the industry to work with experts to achieve our zero carbon planet, thank you.