據(jù)Hart Energy 5月19日?qǐng)?bào)道，殼牌和巴西里約州阿蘇港已經(jīng)同意共同建設(shè)一個(gè)綠色氫氣工廠，高管告訴路透社，這一協(xié)議可能會(huì)使這一新興技術(shù)在南美最大的國家首次亮相。

根據(jù)5月19日簽署并首次向新聞社披露的諒解備忘錄條款，兩家公司將在巴西的里約州的阿蘇港建設(shè)一個(gè)10兆瓦的綠色氫氣廠。該工廠定于2025年完工。

綠色氫是一種零碳燃料，利用可再生能源將水分解為氧和氫，作為一種凈化煉油和農(nóng)業(yè)等排放重的行業(yè)的方式日益受到推崇。

阿蘇港是一個(gè)大型工業(yè)綜合體和港口，由巴西普魯莫物流公司所有，而巴西普魯莫物流公司又由美國私募股權(quán)公司EIG Global Energy Partners控制。

根據(jù)備忘錄的條款，該項(xiàng)目隨后的兩個(gè)可選階段將在2029年前使發(fā)電量達(dá)到100兆瓦。殼牌的一位發(fā)言人在一封電子郵件中寫道，單是第一階段就可能需要2000萬至4000萬美元的投資，并提醒說這些價(jià)值可能會(huì)發(fā)生變化。

雖然有幾家公司已提議在巴西建設(shè)綠色氫工廠，但殼牌和阿蘇港的交易是一個(gè)引人注目的項(xiàng)目，將很快開始，而生產(chǎn)計(jì)劃在三年內(nèi)開始。在巴西提議的大多數(shù)項(xiàng)目尚未進(jìn)入可行性階段。

殼牌巴西監(jiān)管事務(wù)主管 Monique Goncalves和普魯莫公司業(yè)務(wù)發(fā)展執(zhí)行董事毛Mauro Andrade在接受聯(lián)合采訪時(shí)表示，目前的消費(fèi)者市場(chǎng)非常小，該財(cái)團(tuán)希望通過創(chuàng)造綠色氫供應(yīng)，來刺激需求，同時(shí)促進(jìn)綠色氫使用。

安德拉德說：“這個(gè)想法是為了測(cè)試巴西的綠色氫市場(chǎng)?！薄拔覀円蚕朐诎臀饕酝獾牡貐^(qū)測(cè)試。每個(gè)人都在談?wù)摼G色氫，但在今天的市場(chǎng)上，承購商的數(shù)量仍然有限。”

建設(shè)該工廠的資金將來自巴西石油監(jiān)管機(jī)構(gòu)要求每家生產(chǎn)商撥出的一大筆資源，這些資源將用于與研發(fā)相關(guān)的項(xiàng)目。

季廷偉 摘譯自 Hart Energy

原文如下：

Shell, Brazil’s A?u Partner to Build Green Hydrogen Plant  

Shell and Brazil's Porto do A?u have agreed to jointly build a green hydrogen plant, executives told Reuters, a deal that could result in the debut of the up-and-coming technology in South America’s largest nation.

Under the terms of a memorandum of understanding signed May 19 and first disclosed to the news agency, the firms will build a 10-megawatt green hydrogen plant on the premises of A?u in Brazil's Rio de Janeiro state. The plant is due to be completed by 2025.

Green hydrogen is a zero-carbon fuel made by using renewable power to split water into oxygen and hydrogen, increasingly promoted as a way to clean up emissions-heavy industries such as refining and agriculture.

A?u, a massive industrial complex and port, is owned by Prumo Logistica SA, which is in turn controlled by U.S. private equity firm EIG Global Energy Partners.

Two subsequent, optional phases in the project would bring production to 100 megawatts by 2029, under the terms of the memorandum. The first phase alone will likely require $20 million to $40 million in investment, a spokesperson for Shell wrote in an e-mail, warning that those values are subject to change.

While several companies have proposed building green hydrogen plants in Brazil, the Shell-A?u deal stands out as a project that will begin shortly, while production is scheduled to start in three years. Most projects proposed in Brazil have not moved past conceptual or viability stages.

The current market of consumers is extremely small. But by creating supply of green hydrogen, the consortium hopes to spur demand, while catalyzing green hydrogen usage writ large, Monique Gon?alves, head of regulatory affairs for Shell in Brazil, and Mauro Andrade, executive director of business development at Prumo, said in a joint interview.

“The idea is to test the market for green hydrogen in Brazil,” Andrade said. “We want to test off-takers outside of Brazil as well. Everyone talks about green hydrogen, but in the market today the number of off-takers is still limited.”

Funds to build the plant will come from a pot of resources that Brazil’s oil regulator requires each producer to set aside for projects linked to research and development.