麦肯锡：美国氢能源经济路线图( 英文 96页)

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ROAD MAP TO A US HYDROGEN ECONOMY

Reducing emissions and driving growth across the nation

CONTENTS

FOREWORD 2

METHODOLOGY 4

EXECUTIVE SUMMARY 6

Vision for a hydrogen economy 7

Road map to a hydrogen economy 13

Path forward 19

VISION FOR A HYDROGEN ECONOMY 20

Benefits of hydrogen 21

Applications of hydrogen 23

Fuel for residential and commercial buildings 29

Transportation fuel 33

Feedstock for industry and long-distance transport 38

Fuel for industry 48

Power generation and grid balancing 50

Hydrogen supply and delivery vision 54

Production 55

Distribution 60

Fueling stations 61

ROAD MAP TO A HYDROGEN ECONOMY 63

2020 to 2022: Immediate next steps 65

2023 to 2025: Early scale-up 70

2026 to 2030: Diversification 73

After 2030: Broad rollout across the US 76

PATH FORWARD 78

APPENDIX 81

Definitions of hydrogen production pathway examples 81

Model assumptions 82

TCO analysis of ICE and FCEV SUVS 87

ABBREVIATIONS 88

ENDNOTES 89