欧盟将收紧对中国电解槽的资助规定

财富   时事   2024-09-04 10:49   中国香港  

欧盟将收紧对中国电解槽的资助规定

EU to tighten funding rules on Chinese electrolysers

Kallanish(开阑商务信息咨询)获悉,欧盟委员会正在修改即将举行的绿色氢能拍卖的规则,以帮助更多欧洲电解槽公司在欧洲氢能银行机制下中标。

The European Commission is changing rules for its upcoming green hydrogen auction to help more European electrolyser companies win bids under the European Hydrogen Bank mechanism,Kallanish learns. 

欧洲气候行动专员Wopke Hoekstra 92日在埃因霍芬理工大学为学生们发表演讲时说:“本月,我们将提出欧洲下一次氢能项目支持拍卖的内部规则。虽然第一次拍卖表明欧洲电解槽具有良好的市场前景,但中国现在正以越来越低的成本过度供应电解槽。因此,我将确保下一次拍卖与以往不同。我们将制定明确的标准,以建立欧洲电解槽供应链。”

“This month, we will propose the house rules for Europe’s next auction of support for hydrogen projects. While the first auction showed that European electrolysers have a good presence, China is now oversupplying them at ever-lower costs,” said Wopke Hoekstra, the European Commissioner for Climate Action, during a speech for students at Eindhoven University of Technology on 2 September. “So, I will ensure that the next auction is different. We will have explicit criteria to build European electrolyser supply chains.”

他还举例说明了中国公司如何“几乎摧毁了欧洲的太阳能产业”,这表明氢能产业也可能面临类似的风险。

He also described the example of how Chinese companies “almost wiped out European’s solar industry,” indicating that the hydrogen industry may be also at similar risk.

他说:“中国正在从根本上挑战我们,因此否认欧洲有中国问题是天真的……我们的目标不是切断与中国的关系,但我们必须恢复平衡。

“China is challenging us, in such a fundamental way, that it would be naive to deny that Europe has a China problem... We aim not to sever ties with China. But we will have to restore the balance,” he claimed.

据报道,在2月份结束的第一次拍卖中,使用非欧盟技术的项目获得了约占该轮预算总额一半的资金支持。欧盟委员会在4月下旬表示,已发放7.2亿欧元(7.954亿美元),用于资助欧洲7个可再生氢能项目,总计1.5吉瓦。每生产1千克可再生氢,资助金额从0.37欧元到0.46欧元不等。

According to reports, during the first auction closed in February, projects using non-EU technologies gained capital support of about half of the total budget in that round. The European Commission said in late April that €720 million ($795.4m) was awarded to fund seven renewable hydrogen projects in Europe totalling 1.5 gigawatts. The financial support ranged from €0.37 to €0.46/kilogram of renewable hydrogen produced.

预计今年秋季的第二次拍卖将制定“更严格的规则”,将向绿色氢能项目提供12亿欧元。不过,目前还不清楚具体要求是什么。

“Tighter rules” are expected in the second auction this autumn, which will award €1.2 billion to green hydrogen projects. However, it’s unclear what the requirements will be.

Kallanish已联系欧盟委员会请求置评。

Kallanish has contacted the European Commission for clarification.

在过去的几个月里,包括Nel、西门子和thyssenkrupp nucera在内的欧洲主要电解槽厂商敦促欧洲政策制定者将“欧洲制造”作为一些氢能项目的一项要求,从而帮助他们与中国制造商竞争。

Over the past few months, leading European electrolysers, including Nel, Siemens, and thyssenkrupp nucera, have urged European policymakers to help them compete with Chinese manufacturers by making “Made in Europe” a requirement for certain hydrogen projects.

贸易机构Hydrogen Europe的首席执行官Jorgo Chatzimarkakis说:“如果没有这些条件,将导致高补贴的中国电解槽倾销,在欧洲占据大量市场份额。”

“The absence of such conditions will lead to the dumping of highly subsidised Chinese electrolysers gaining large market shares in Europe,” Jorgo Chatzimarkakis ceo of trade body Hydrogen Europe has said.

Hoekstra说,欧洲经济“根本缺乏”竞争和实现可持续经济增长所需的“活力、创新和创业精神”。他补充道:“我深信我们有能力解决这些问题并塑造我们的未来,但我们急需革新。”

Hoekstra says the European economy “simply lacks the dynamism, innovation, and entrepreneurship” required to compete and deliver sustainable economic growth. “I am convinced we have the ability to tackle these issues and to shape our future. But we are in urgent need of renewal,” he adds.

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