阿达尼希望以可再生能源推动与信实工业竞争

七颜金融理财信息网

原标题:阿达尼希望以可再生能源推动与信实工业竞争

  中国石化新闻网讯 据upstream 9月23日消息,阿达尼集团正寻求在印度可再生能源领域与印度巨头信实工业竞争,宣布大胆计划以提高其可再生能源产能并进入绿色氢生产领域。

  阿达尼集团董事长Gautam Adani透露,他的公司计划在未来十年内投资200亿美元用于可再生能源发电和零部件制造,同时声称他的公司将“成为世界上最便宜的绿色电子产品的生产商”。

  印度当地媒体称,阿达尼的投资规模将与亿万富翁Mukesh Ambani的信实工业Reliance Industries相当。信实工业在6月份公布了一项在清洁能源领域投资101亿美元的计划。

  引述阿达尼的话说,阿达尼集团打算在未来四年内将其可再生能源发电能力提高三倍,成为一家绿色氢生产商,到2030年利用可再生能源为其所有数据中心供电,到2025年实现其港口的净零排放,到2025年将75%以上的资本支出用于绿色技术。

  今年早些时候,阿达尼宣布他的公司已经实现了2025年在印度开发或建设可再生能源装机容量25吉瓦的目标。

  当地媒体援引阿达尼的话说:“今天,我们已经是世界上最大的太阳能发电企业,我们的发电、在建和承包项目都是如此。”

  “我们在短短两年内就做到了这一点,我们的可再生能源组合比计划提前了整整四年达到了 25吉瓦的初始目标。这使我们有望在2030年成为世界上最大的可再生能源发电公司。”

  氢能野心缺乏细节

  虽然阿达尼集团声称正在成为世界上最大的绿色氢气生产商之一,但阿达尼没有详细说明该公司的近期氢气计划。

  安巴尼在6月份宣布信实的投资计划时表示,他的公司打算使用绿色氢气和二氧化碳作为原材料,来生产绿色化学品、绿色肥料和电子燃料。

  本月早些时候,安巴尼声称,他的公司的目标是将生产绿色氢气的成本降低到每公斤2美元以下,同时设定了一个延伸目标,即在10年内将该成本降低到每公斤1美元以下,目标是 到2030年实现100GW的可再生能源发电能力。

  欧盟委员会2020年7月的氢战略将绿色氢的成本定在每公斤3至6.55美元之间。

  目前,化石氢的成本约为每公斤1.80美元,而使用天然气和碳捕获技术生产的蓝氢的成本估计约为每公斤2.40美元。

  祝精燕 摘译自 upstream

  原文如下:

  Adani looks to rival Reliance Industries with $20 billion renewables push

  Adani Group is looking to rival fellow Indian giant Reliance Industries in the nation’s renewables sector, announcing bold plans to increase its renewables capacity and enter green hydrogen production.

  Adani Group chairman Gautam Adani revealed his company plans to invest $20 billion over the next decade in renewable energy generation and component manufacturing, while claiming his company would “be the producer of the least expensive green electron anywhere in the world”.

  The claim, which local media in India said was made at the JP Morgan India Investor Summit this week, would see Adani rival the size of investment by fellow billionaire Mukesh Ambani’s Reliance Industries, which unveiled a plan in June to invest $10.1 billion in clean energy.

  Adani was quoted as saying Adani Group intends to triple its renewable power generation capacity over the next four years, become a green hydrogen producer, power all of the its data centres from renewable energy by 2030, achieve net zero emissions at its ports by 2025, and allocate more than 75% of capital expenditure until 2025 on green technologies.

  Earlier this year, Adani announced his company had already achieved its 2025 target to have 25 gigawatts of renewable energy capacity developed or under construction in India.

  “Today, we are already the world’s largest solar power player when we account for our generating, under construction, and contracted projects,” Adani was quoted as saying in local media.

  “We have done this in just two years and our renewables portfolio has reached our initial target of 25 gigawatts a full four years ahead of schedule. This puts us well on track to be the world’s largest renewable power generating company by 2030.”

  Hydrogen ambition lacks details

  While claiming Adani Group was on a path to become one of the largest green hydrogen producers in the world, Adani did not elaborate on the company’s immediate hydrogen plans.

  When announcing Reliance’s investment plan in June, Ambani said his company intended to use green hydrogen and carbon dioxide as raw materials to produce green chemicals, green fertilizers and e-fuels.

  Earlier this month, Ambani claimed his company was aiming to bring down the cost of producing green hydrogen to under $2 per kilogram, while it has set a stretch goal of bringing that cost down to below $1 per kilogram within 10 years as it targets 100GW of renewable generation capacity by 2030.

  The European Commission's July 2020 hydrogen strategy placed the cost of green hydrogen at between $3 and $6.55 per kilo.

  Fossil-based hydrogen currently costs about $1.80 per kilogram, while the cost of blue hydrogen, which is produced using natural gas and carbon capture, is estimated to cost roughly $2.40 per kilo.