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Updating global green-hydrogen production costs and configurations under future climates.

将来気候下におけるグローバルグリーン水素生産コストと構成の更新 (AI 翻訳)

Haochi Wu, Mingyang Sun, Michael T Craig

Innovation (Cambridge (Mass.))📚 査読済 / ジャーナル2026-02-01#水素Origin: Global
DOI: 10.1016/j.xinn.2026.101303
原典: https://doi.org/10.1016/j.xinn.2026.101303

🤖 gxceed AI 要約

日本語

気候変動が再生可能エネルギー由来水素製造のコストに与える影響を世界規模で定量化。最適化モデルを用いた分析により、地域により最大20%のコスト変動があることを示し、特に東南アジア・欧州では低減、北米では増加する可能性を指摘。水素戦略における気候変動リスクの考慮と積極的投資の必要性を強調。

English

Quantifies climate change impacts on renewable hydrogen production costs globally. Using an optimization model, the study reveals up to 20% cost variation across regions, with reductions in Southeast Asia/Europe and increases in North America. Highlights the need for proactive investment strategies to address climatic variations, especially in countries with strict grid import limits and firm industrial hydrogen demand.

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GX基本方針で水素供給拡大を掲げるが、本論文は気候変動が水素コストに地域差をもたらすことを示し、日本の海外調達戦略や国内立地選定に示唆を与える。特に、日本が依存する東南アジアからの輸入でコスト低下が見込める一方、国内生産では気候影響の評価が重要となる。

In the global GX context

This paper provides critical insight for global hydrogen investment planning, showing that climate change will alter cost competitiveness of green hydrogen across regions. For investors and policymakers, it underscores the need to incorporate climate projections into project feasibility studies and grid planning, especially as countries scale up hydrogen hubs.

👥 読者別の含意

🔬研究者:Provides a global, spatially explicit model of hydrogen costs under climate change, offering a foundation for further work on infrastructure planning and resource adequacy.

🏢実務担当者:Energy developers can use the regional cost predictions to prioritize investment locations and hedge against climate-driven cost volatility.

🏛政策担当者:Highlights that national hydrogen strategies must account for climate-driven shifts in renewable resource availability to ensure cost-effective production and import dependencies.

📄 Abstract(原文)

Meeting global decarbonization targets requires large-scale, low-carbon hydrogen (H2) production around mid-century. A crucial pathway for this production is electrolysis driven by renewables, tying hydrogen production and costs to spatially varying renewable resources. The potential, variability, and complementarity of renewable resources, though, will be affected by climate change. We quantify the impact of climate change on renewable-energy generation for H2 production globally. We use an investment and operations optimization model for hydrogen systems to estimate geographically explicit and regionally aggregated levelized cost of hydrogens (LCOHs) under historical and future climates. We find climate change could raise the cost of green-hydrogen production by up to 20% in some global locations, and about 16% of global locations could see LCOH increases or decreases exceeding 5%. Southeast Asia and Europe in particular see LCOH reductions due to climate change, while North America sees LCOH increase. Most locations, though, see modest impacts of climate change on hydrogen costs. We also find modest cost consequences from climate change for locations with active hydrogen development. Our results highlight the need for proactive investment strategies to accommodate the climatic variations affecting renewable hydrogen production, especially in countries with stricter H2 power-grid import limits and with firm H2 demand for industrial processes.

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