Report: Cost of Unsubsidized Green Hydrogen Production Rises by 30-65% in 12 Months

๊ฒŒ์‹œ๋จ: Dec 15, 2023 09:09
According to a new report from the Hydrogen Council and management consulting firm McKinsey, the production cost of unsubsidized green hydrogen rose by 30-65% in the 12 months leading up to June 2023, reaching $4.50-6.50 per kilogram. This is compared to prices of $2.50-4.50 per kilogram in the middle of last year. Factors contributing to this increase include rising labor and material costs, increased construction costs for electrolyzer factories, and a 3-5 percentage point increase in capital costs. The Hydrogen Council has stated that the cost of producing green hydrogen has risen this year.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
3์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
5์‹œ๊ฐ„ ์ „
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
๋” ๋ณด๊ธฐ
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
5์‹œ๊ฐ„ ์ „
ํ˜„์žฌ ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ๊ธˆ๋ฆฌ ์ธ์ƒ์˜ ํ•œ๊ณ„ ์˜ํ–ฅ์ด ์•ฝํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์˜ค๋Š˜ ์˜ค์ „ ์ฃผ์„ ๊ฐ€๊ฒฉ์ด ์ค‘์‹ฌ์„  ๋ถ€๊ทผ์—์„œ ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
7์‹œ๊ฐ„ ์ „
ํ˜„์žฌ ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ๊ธˆ๋ฆฌ ์ธ์ƒ์˜ ํ•œ๊ณ„ ์˜ํ–ฅ์ด ์•ฝํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์˜ค๋Š˜ ์˜ค์ „ ์ฃผ์„ ๊ฐ€๊ฒฉ์ด ์ค‘์‹ฌ์„  ๋ถ€๊ทผ์—์„œ ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํ˜„์žฌ ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ๊ธˆ๋ฆฌ ์ธ์ƒ์˜ ํ•œ๊ณ„ ์˜ํ–ฅ์ด ์•ฝํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์˜ค๋Š˜ ์˜ค์ „ ์ฃผ์„ ๊ฐ€๊ฒฉ์ด ์ค‘์‹ฌ์„  ๋ถ€๊ทผ์—์„œ ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
ํ˜„์žฌ ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ๊ธˆ๋ฆฌ ์ธ์ƒ์˜ ํ•œ๊ณ„ ์˜ํ–ฅ์ด ์•ฝํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์˜ค๋Š˜ ์˜ค์ „ ์ฃผ์„ ๊ฐ€๊ฒฉ์ด ์ค‘์‹ฌ์„  ๋ถ€๊ทผ์—์„œ ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
[SMM ์ฃผ์„ ์ค‘๊ฐ„ ๋ฆฌ๋ทฐ: ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ๊ธˆ๋ฆฌ ์ธ์ƒ์˜ ํ•œ๊ณ„ ์˜ํ–ฅ ์•ฝํ™”, ์˜ค์ „ ์ฃผ์„ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ข์€ ํญ ๋ฐ˜๋“ฑ]
7์‹œ๊ฐ„ ์ „
According to a new report from the Hydrogen Council and management con - Shanghai Metals Market (SMM)