With abundant scenery resources, exploitable land, biomass resources, proximity to chemical industry parks and water indicators, as well as the supply chain advantages near large ports, Jilin and Inner Mongolia are expected to become the global green hydrogen chemical industry development highland.
Green hydrogen electrochemical industry has become the mainstream of the development of green hydrogen downstream industry at this stage. According to
the hydrogen energy database, from the downstream applications of more than 200 green hydrogen projects that have been publicly disclosed, 90 % of the green hydrogen production capacity will be applied to chemical scenarios including green synthetic ammonia, green methanol, green petroleum refining and synthetic aviation coal. . Among them, green ammonia and green alcohol are the application highlands of green hydrogen conversion in many chemical scenarios. According to the latest data, as of October 31, the planned production capacity of green methanol and green synthetic ammonia in China has exceeded 7 million tons and 6.5 million tons respectively (including all kinds of planning, contract signing, publicity, construction and production projects). Hydrogen production by
green water electrolysis relies on the supply of green power mainly based on photovoltaic and wind power. In theory, any area with abundant natural resources is an advantageous area for green hydrogen production.
However, considering the downstream conversion and absorption of green hydrogen, such as the application of green ammonia and green alcohol synthetic aviation coal as fuel demand, in addition to the requirements of resource conditions such as abundant wind and solar resources, exploitable land, sufficient water index, proximity to chemical industry parks, and abundant biomass resources (necessary for green methanol production in line with EU standards), The core marginal elements also include the need to be geographically close to large ports and have supply chain advantages. In these marginal conditions, according to their importance, orange will be given the following order: wind and solar resources, supply chain, exploitable land, biomass resources, near the chemical industry park, water indicators.
At present, most of the potential incremental space of green fuel comes from external needs such as Europe and the United States, which requires that the green fuel base should be within the transportation economic radius of large foreign ports (according to the calculation of Professor Lin Jin's team of Tsinghua University, the supply chain economic radius of large foreign ports should be within 800 kilometers). There are not many areas that
can meet these six marginal conditions at the same time. Domestically, Inner Mongolia and Jilin can meet the appeal requirements in terms of resource conditions and geographical location.
From the perspective of resource conditions.
Jilin Province has abundant wind and light resources and advantages. The potential development capacity of wind energy in the whole province is about 200 million kilowatts; the potential development capacity of ground photovoltaic power stations in the whole province is 96 million kilowatts. Among them, Baicheng and Songyuan, as the focus of green energy development in Jilin Province, are the areas with the most abundant "wind and light" resources in the province (see the medium and long-term development plan of "hydrogen-driven Jilin" (2021-2035) for detailed planning). According to the survey results of wind energy resources of China Meteorological Administration, the installed capacity of new energy in these two regions is 90.8 million kilowatts, accounting for 79% of the total installed capacity of the province. The average utilization hours of wind power is 3500 hours, which belongs to Class III area, and the installed capacity is about 53.6 million kilowatts; the average annual sunshine hours of solar energy is 2600 to 3000 hours, which belongs to Class II area, and the installed capacity is about 37.2 million kilowatts.
As a national large-scale application base of renewable energy hydrogen production in western Jilin, it covers 3 cities and 11 counties (cities and districts), including Baicheng, Songyuan and Siping Shuangliao, covering an area of about 51000 square kilometers. The region is sparsely populated, with about 80 people per square kilometer. The terrain is flat, mostly distributed in grasslands, wetlands, saline-alkali land, etc. The land that can be used for the development of "wind and light" power generation is 9230 square kilometers, which is very suitable for the construction of large-scale "wind and light" hydrogen production base.
In terms of biomass resources, the data of 2022 show that the output of crop straw in Jilin Province is about 45 million tons per year, the collectable amount is about 35 million tons per year, and the total amount of resources that may be utilized is about 12 million tons per year. Forestry residue resources are about 10 million tons, and the possible source utilization is about 4 million tons. At the same time, neighboring provinces and cities, including Heilongjiang and Liaoning, also have abundant biomass resources as backup support.
In addition, there are abundant water resources in Jilin Province, such as Songhua River, Liaohe River, Tumen River and other important rivers, which can provide important support for agricultural irrigation, industrial water use and urban water supply.
Inner Mongolia has better resource conditions. The latest survey data of wind and solar resources show that the new energy technology in the autonomous region can develop about 1 billion kilowatts, and the reserve of new energy development resources is sufficient. Wind energy resources account for about 57% of the total wind energy resources in China, and solar energy resources account for about 21% of the total solar energy resources in China, which can provide sufficient green power supply for the green hydrogen electrochemical industry. In terms of available
land resources, Inner Mongolia has a vast territory, accounting for 12.3% of the total land area of the country. The absolute quantity of land resources is large, and the per capita occupancy is high, which is more than six times the national per capita level. The quantity advantage and potential of land resources available for development and utilization are obvious. In terms of
biomass resources, as the second largest province after Heilongjiang Province in terms of cultivated land area, the official data released in 2020 show that Inner Mongolia produces more than 36.7 million tons of straw annually, the total amount of agricultural biomass theoretically available can exceed 48 million tons, and the reserves of forest biomass are 660 million tons. It has sufficient space for biomass resource utilization. In terms of
water resources, the surface water resources in Inner Mongolia are 40.660 billion cubic meters, the groundwater resources that are not duplicated with surface water are 13.935 billion cubic meters, and the total water resources are 54.595 billion cubic meters, accounting for 1.92% of the total water resources in China. Inner Mongolia's overall water reserves do not rank high in China, but compared with traditional industrial water, the overall water consumption of green hydrogen electrochemical industry is not high, so the current water resources conditions in Inner Mongolia are sufficient to support the future development requirements of green hydrogen electrochemical industry.
In terms of the number of chemical parks, as a whole, Inner Mongolia and the three eastern provinces represented by Jilin have nearly 100 identified chemical parks (accounting for about one-sixth of the total number of the country), which can be used to build potential green hydrogen electrochemical conversion production bases, of which Inner Mongolia was originally the most important in China. It has a good chemical transformation foundation.
From a supply chain perspective. If the economic radius of 800 kilometers is set with the port as the center, Inner Mongolia and Jilin are within the economic radius of seven top 50 ports in the world, including Yingkou Port, Rizhao Port, Dalian Port, Tangshan Port, Tianjin Port, Qingdao Port and Yantai Port. (According to the data of Shanghai International Shipping Research Center, in terms of throughput, China's ports are among the top five in the world, occupying 8 seats in the top 10, 20 seats in the top 25, and 29 seats in the top 50. Among the above seven ports, Tangshan Port and Qingdao Port ranked third and fourth respectively.)
Figure: Distribution
of Ports and Terminals in China & nbsp; & nbsp; From the perspective of resources and supply chain, Professor Lin Jin of Tsinghua University believes that Jilin and Inner Mongolia are the scarce high-quality areas for the development of green hydrogen electrochemical industry in the world. With these two advantages, it is expected to become the domestic green hydrogen chemical industry center in the future.
(Original title: Two places in China are expected to "turn over a salted fish" and become the development highland of the global green hydrogen electrochemical industry!)
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