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中国における製鉄脱炭素化のためのグリーン水素のプラント別展開と費用対効果

Plant-level Deployment of Green Hydrogen to Cost-effectively Decarbonize Steelmaking in China (原題)

Li, Zhouyan, Liu, Qiance, Guo, Yang

Zenodoプレプリント2026-09-17#水素Origin: CN経営インパクト: 調達リスク対象セクター: steel
DOI: 10.5281/zenodo.22810644
原典: https://zenodo.org/records/22810644

🤖 gxceed AI 要約

日本語

中国の高炉・転炉(BF-BOF)製鉄所を対象に、太陽光・風力・ハイブリッド由来のグリーン水素を用いた水素直接還元鉄(HDRI-EAF)への転換を2025〜2050年でプラント別に最適化した研究。各立地の再生可能エネルギー供給ポテンシャルと水素製造・貯蔵・輸送コストを考慮し、費用対効果の高い転換時期と電源構成を特定。適地ではHDRI-EAFが経済的に成立し、鉄鋼脱炭素の実現可能性を示す。

English

This study optimizes plant-level deployment of green hydrogen-based steelmaking (HDRI-EAF) in China from 2025 to 2050, considering solar, wind, and hybrid power options. It identifies cost-effective retrofit timing and power configurations for each BF-BOF plant, matching renewable supply with hydrogen demand. Results show that suitable plants can cost-effectively decarbonize steelmaking while securing sufficient renewable energy.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

中国の鉄鋼脱炭素は世界の排出削減に大きく影響する。日本企業にとっては、中国市場での競争力やサプライチェーン排出量(Scope 3)管理、水素還元製鉄技術の国際展開を考える上で重要な示唆を含む。

In the global GX context

This paper provides a granular, plant-level roadmap for decarbonizing China's steel sector, the world's largest. It informs global transition finance and industrial policy by showing where green hydrogen is cost-competitive, offering a model that can be adapted to other heavy industry regions.

👥 読者別の含意

🔬研究者:プラント別の水素還元製鉄の費用対効果を評価する手法を提供し、エネルギーシステムモデリングと産業脱炭素の統合研究に貢献する。

🏢実務担当者:中国の鉄鋼サプライヤーからの調達リスクや、自社のScope 3削減目標達成に向けた水素還元鋼の調達可能性を検討する際の参考になる。

🏛政策担当者:中国の鉄鋼脱炭素政策や水素インフラ整備の優先地域を特定するための定量的根拠を提供し、他国の産業政策設計にも示唆を与える。

📄 Abstract(原文)

In the mitigation scenario, each BF-BOF plant has four options in a specific year during 2025-2050: 1) retrofitting to solar-based hydrogen steelmaking, 2) retrofitting to wind-based hydrogen steelmaking, 3) retrofitting to hybrid (solar and wind) -based hydrogen steelmaking, and 4) remaining the same as in the baseline scenario. We model the mitigation scenario by four steps: first, we derive the least-cost configurations for green hydrogen production-storage systems that can continuously supply H2 at each plant location under each power option (solar, wind, or hybrid) between 2025-2050; second, we identify the cost-effective deployment timing and power option of HDRI-EAF for each plant, which maximizes cumulative economic benefits over 2025-2050; third, we optimize matchups between grid-level renewable green hydrogen/electricity supply and plant-level green hydrogen demand to minimize the total cost of green hydrogen supply and meanwhile maximize total hydrogen use; fourth, we verify the cost-effectiveness of HDRI-EAF deployment for each plant considering HDRI-EAF retrofits as well as green hydrogen/electricity production, transport, and storage. By the above steps, we identify suitable plants that can cost-effectively deploy HDRI-EAF and meanwhile secure sufficient renewable energy. Specifically, we apply a modified energy expansion model to derive the least-cost configurations for green hydrogen production-storage systems. The model imports location-specific hourly solar and wind power capacity factor profiles and trajectories of CAPEX and OPEX for clean technologies. For supply-demand matchup, we configure at most 9×9 grids (225 km × 225 km) centered on a steel plant to supply green hydrogen/electricity with options of onsite hydrogen production, electricity transmission, and hydrogen transport. Such upper limit is a typical land area of prefecture cities China , which ensures the feasibility of required construction for new hydrogen pipelines and electricity transmission lines. We derive the renewable power generation potential of each grid (25 km × 25 km) using grid-specific solar/wind capacity factor profiles from REZoning . When all/part of the renewable potential of a 25 km × 25 km grid is assigned to a steel plant, the remaining potential of this grid will be calculated and updated.

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