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Opportunity losses of green hydrogen production globally, benchmarked against the global green hydrogen project pipeline

Hatton, Luke, Oluleye, Gbemi, Staffell, Iain, Johnson, Nathan, Jansen, Malte, Hawkes, Adam

Zenodoデータセット2026-09-13#水素Origin: Global経営インパクト: 調達リスク対象セクター: power
DOI: 10.5281/zenodo.22737931
原典: https://zenodo.org/records/22737931

🤖 gxceed AI 要約

日本語

再生可能電力のグリーン水素転換による「機会損失(tCO2/MWh)」を全球地理空間モデルで定量化した研究。直接電力利用・産業電化・EV・ヒートポンプ等の代替用途と比較し、水素の脱炭素効果が過大評価されうることを示す。IEA水素プロジェクト追跡データとベンチマークし、計画中の水素パイプラインの妥当性を検証する。

English

This study quantifies the opportunity loss (tCO2/MWh) of diverting renewable electricity to green hydrogen using a global geospatial model, comparing hydrogen end-uses against direct electrification, EVs, and heat pumps. Results are benchmarked against the IEA global green hydrogen project pipeline, showing that hydrogen's mitigation value is often overstated relative to alternative uses of the same renewable power.

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

日本は水素・アンモニアをGX推進の柱に据え、拠点整備やサプライチェーン構築を進めている。本論文は「再エネを水素に回す機会費用」を定量的に示し、国内の水素政策・企業投資の優先順位づけや、GXリーグ・SSBJ開示における移行計画の妥当性検証に示唆を与える。

In the global GX context

As ISSB/CSRD transition-plan disclosure increasingly scrutinizes hydrogen strategies, this paper offers a quantitative benchmark for judging whether green hydrogen projects deliver real mitigation value versus alternative uses of renewable electricity. It informs global debates on transition finance eligibility and the credibility of corporate hydrogen roadmaps.

👥 読者別の含意

🔬研究者:水素の脱炭素効果を代替用途との機会費用で評価する手法と全球データセットを提供する。

🏢実務担当者:水素関連投資・調達の優先順位や移行計画の妥当性を再検討する材料になる。

🏛政策担当者:水素・アンモニア支援策の費用対効果と再エネ配分の政策設計に示唆を与える。

📄 Abstract(原文)

Green hydrogen has been proposed by some as a solution for hard-to-abate emissions. Assessment its enabled emission reductions typically use fossil-fuels as the counterfactual scenario, overlooking trade-offs from using renewable electricity (RE) that could otherwise have greater effects elsewhere. Here, we quantify the opportunity loss (tCO2/MWh) of using RE for green hydrogen globally using a global geospatial model to assess i) the available renewable electricity, ii) the annual green hydrogen production and iii) emissions effects from a range of end-uses, including direct use of RE, industrial electrification, supporting electric vehicles, powering heat pumps and a range of green hydrogen end-uses. Results are assessed globally using i) the International Financial Institution Technical Working Group's mitigation factors for grid-connected renewables, ii) mitigation potentials for green hydrogen end-uses taken from Terlouw, T., Moretti, C., Harpprecht, C.  et al.  Global greenhouse gas emissions mitigation potential of existing and planned hydrogen projects.  Nat Energy   10 , 1503–1515 (2025) and ii) bespoke models for electrified end-use emissions savings.  Global estimates of the renewable electricity availability and green hydrogen production potential under the cost-optimal electrolyser ratio and wind:solar hybridisation are included in Global_Results_H2_PEM.csv. , with details of the optimal electrolyser sizing and wind:solar hybridisation for a 1 MW project at each gridcell. Estimates of the mitigation effects and opportunity losses are benchmarked to the global planned green hydrogen project pipeline in IEA_Project_Benchmarking_Full.csv , with data taken from the International Energy Agency's Hydrogen Project Tracker.  

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