沙特能源转型及氢能发展展望

Energy transition and hydrogen development prospects in Saudi Arabia

在当前世界能源结构清洁化的情况下,长期依赖石油经济的沙特阿拉伯提出能源转型和经济多元化发展目标。基于此,文章对沙特能源转型动因及发展方向进行剖析,提出氢能发展构想,并对其氢能中长期开发与国际贸易的经济性进行量化分析。调研显示,在中短期内借助丰富的天然气资源优先发展蓝氢,构建产业链,后期利用丰富的清洁能源资源开发绿氢将成为沙特能源转型重要机遇。而相似国家可借鉴沙特能源结构化调整措施,实现本国的能源转型和氢能发展。

In the context of cleaning the global energy structure,Saudi Arabia,which has long been dependent on oil,has proposed energy transition and diversification in its economic development.This paper analyzes the motivations and development direction of Saudi Arabia’s energy transition and proposes the hydrogen development concept.In addition,this paper quantifies the economics of hydrogen energy development and international trade in the medium and long terms.The results demonstrate that in the short and medium terms,KSA could develop a blue hydrogen industry and construct an industrial chain with abundant natural gas resources.For the long term,the development of green hydrogen with abundant clean energy resources will become an important opportunity for Saudi Arabia’s energy transition.In addition,related countries can learn from Saudi Arabia’s energy restructuring measures to realize domestic energy transition and hydrogen development.