据烃加工新闻3月3日消息称，GlobalData 表示，领先的国际石油公司正在重组其业务，以采用低碳氢等新的能源转型技术，成为综合能源供应商。这家领先的数据分析公司指出，随着人们对氢的兴趣增加，一些大型综合性石油公司迄今为止宣布了生产低碳氢超过290万吨/年的项目。

GlobalData 能源转型分析师 Barbara Monterrubio 评论说：“一些公司比其他公司行动更快、更果断，现在正在增加主要在绿色氢生产方面的投资。这是由于他们对脱碳的承诺，以及未来从氢经济的预期增长中获得的潜在利益。”

根据GlobalData的报告“油气中的氢-专题研究”，为了实现业务组合的脱碳，各公司已经开始投资绿色氢项目的开发，87%的管道产能来自这些项目。

Monterrubio继续说道：“为了支持绿色氢经济，国国际石油公司也在据称的氢经济的其他方面改善了他们的足迹。他们通过投资燃料电池技术、燃料补给网络和氢储存来创造能源领域的替代收入来源。此外，欧洲一体化企业也在迅速投资于清洁能源领域。”

炼油和化工行业占了现有氢需求的大部分。低碳氢项目可以帮助石油和天然气公司自身运营的脱碳工作。利用氢作为化工行业生产低碳氨和甲醇的关键原料，以及开发生物燃料，将是石油和天然气行业对氢的需求不断增加的领域。

Monterrubio 补充说：“交通和电力等其他行业的氢需求有可能迅速增长。氢作为传统燃料的清洁燃烧替代品的潜力使其成为一个很好的替代品，因为石油和天然气行业可以利用其资产在不断发展的氢经济中获益。”

朱佳妮 摘译自 烃加工新闻

原文如下：

International oil companies turn their focus towards green hydrogen

Leading international oil companies (IOCs) are restructuring their businesses to adopt new energy transition technologies such as low carbon hydrogen to become integrated energy providers, says GlobalData. The leading data and analytics company notes that, as interest in hydrogen increases, top integrated oil companies have so far announced projects to produce over 2.9 million tpy of low-carbon hydrogen.

Barbara Monterrubio, Energy Transition Analyst at GlobalData, comments: “Some companies are acting faster and more decisively than others and are now increasing their investments in mainly green hydrogen production. This is due to their decarbonisation commitments and the potential benefits they would gain from the forecasted growth in the hydrogen economy further down the line.”

According to GlobalData’s report, ‘Hydrogen in Oil and Gas – Thematic Research’, in line for decarbonising their business portfolios, companies have started to invest in the development of green hydrogen projects, with 87% of the pipeline capacity coming from those projects.

Monterrubio continues: “For supporting green hydrogen economy, IOCs have also improved their footprints in other aspects of the purported hydrogen economy. They have done this by investing in fuel cell technologies, refuelling networks, and hydrogen storage to create alternative revenue streams in the energy sector. Furthermore, European integrated companies have also rapidly invested in cleaner energy sectors.”

The refinery and chemicals sectors represent the bulk of existing hydrogen demand. Low carbon hydrogen projects can help decarbonisation efforts for oil and gas companies’ own operations. Utilising hydrogen as a key feedstock for the chemical industry in producing low carbon ammonia and methanol, as well as developing biofuels, are sectors which will see increasing hydrogen demand within the oil and gas sector.

Monterrubio adds: “Hydrogen demand in other sectors, such as transportation and power, has the potential to increase rapidly. Hydrogen’s potential as a cleaner burning alternative to conventional fuels makes it a good alternative, as the oil and gas industry can leverage its assets to reap benefits in the evolving hydrogen economy.