グリーン水素の経済学：投資機会と世界エネルギー転換の未来
Green Hydrogen Economics: Investment Opportunities and the Future of Global Energy Transition (原題)
Kainat, Sidra Mariyam, Aneesa Ajmal, Shabeer Ahmad
🤖 gxceed AI 要約
日本語
本論文は、電化が困難な鉄鋼・肥料・化学・海運・航空・長期蓄電などの分野におけるグリーン水素の経済性を検討する。IEA・IRENA・IPCC・世界銀行などの二次データを用い、生産コスト、電解装置容量、需要の不確実性、インフラ不足、資金調達コストが主要な制約だと指摘。再エネ価格、電解装置資本費、稼働率、資金アクセス、長期需要保証が事業成立の決め手であり、政府と民間の協調による再エネ拡大・需要創出・認証基準・リスク分担が不可欠と結論づける。
English
This paper examines the economics of green hydrogen in hard-to-abate sectors such as steel, fertilizer, chemicals, shipping, aviation, and long-duration storage. Drawing on IEA, IRENA, IPCC, and World Bank data, it identifies high production costs, limited electrolyzer capacity, uncertain demand, infrastructure gaps, and financing costs as key constraints. Renewable electricity prices, electrolyzer capex, utilization rates, finance access, and guaranteed long-term demand determine project viability; coordinated policy and private investment are essential.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本は水素・アンモニアをGX推進の柱とし、水素基本法やGX経済移行債、国際水素サプライチェーン構築を進めている。本論文のコスト・需要・資金調達の整理は、国内水素政策や企業の投資判断、SSBJ開示における移行計画の根拠として有用。
In the global GX context
Green hydrogen is central to global transition finance and hard-to-abate decarbonization, with certification standards and risk-sharing mechanisms now being debated under ISSB/CSRD disclosure regimes. The paper's focus on cost drivers and demand certainty informs how transition plans and hydrogen investments are assessed by global investors.
👥 読者別の含意
🔬研究者:グリーン水素の経済性と投資決定要因を整理したレビューとして、実証研究の出発点になる。
🏢実務担当者:水素調達・投資判断や移行計画策定において、コスト・需要・資金調達の主要変数を確認できる。
🏛政策担当者:水素普及には再エネ拡大、需要創出、認証基準、リスク分担の政策パッケージが必要だと示唆する。
📄 Abstract（原文）
Green hydrogen has emerged as an important option for reducing carbon emissions in sectors where direct electrification is difficult, including steel, fertilizer, chemicals, shipping, aviation, and long-duration energy storage. Produced through water electrolysis powered by renewable electricity, green hydrogen can reduce dependence on fossil fuels and support the transition toward low-carbon energy systems. However, its development remains constrained by high production costs, limited electrolyzer capacity, uncertain industrial demand, insufficient storage and transport infrastructure, and high financing costs, particularly in developing economies. This paper examines the economics of green hydrogen, focusing on investment opportunities, cost drivers, policy support, trade potential, and its future role in the global energy transition. The study relies on secondary data from the International Energy Agency, International Renewable Energy Agency, Intergovernmental Panel on Climate Change, World Bank, and relevant academic literature. The analysis finds that green hydrogen is most economically justified in hard-to-abate sectors rather than in applications that can be directly electrified. Renewable electricity prices, electrolyzer capital costs, utilization rates, access to finance, and guaranteed long-term demand are the main determinants of project viability. The study concludes that green hydrogen can become a major component of the global clean-energy system if governments and private investors coordinate renewable-energy expansion, industrial demand creation, transport infrastructure, certification standards, and risk-sharing mechanisms.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://policyjournalofms.com/index.php/6/article/download/2641/2550first seen 2026-10-09 05:17:07
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