Green Hydrogen Project Tracking—Huadian's 58,800 Nm³/h Green Hydrogen Project Delayed

On October 15, the Baotou Development and Reform Commission officially approved an extension of the approval validity period for the New Energy Hydrogen Production with Carbon-Free Fuel Co-production and Integrated Wind and Solar Power Generation Demonstration Project in the International Hydrogen Metallurgy and Chemical Industry Demonstration Zone, extending the project's validity until October 11, 2026. As a major green hydrogen project deployed by China Huadian Corporation in Inner Mongolia, with a total investment of 3.589 billion yuan, although delayed due to certain reasons, its scale and technological integration still reflect the current trend of the green hydrogen industry moving toward the integrated development of "source-storage-hydrogen-chemicals."

Project Core Indicators:

• Scale and Capacity: The project is expected to produce 28,000 mt of green hydrogen annually, with a hydrogen production installed capacity of 58,800 Nm³/h. It includes the construction of a 500 MW wind power project (equipped with 75 units of 6,700 kW wind turbines) and a 220 kV booster station, along with a 75 MW/150 MWh electrochemical energy storage system and 30,000 Nm³ hydrogen storage facilities, forming a complete integrated "wind and solar power-ESS-hydrogen" system.
• Change in Investment Entity: In March 2025, the project's investment entity was changed from Shuimu Mingtuo (Damao) Energy Management Co., Ltd. to Inner Mongolia Huadian Tuoyang Hydrogen Energy Technology Co., Ltd., reflecting Huadian Group's strategic adjustment to deepen its presence in the hydrogen energy sector.

Technology Integration and Highlights: The project adopts an innovative model of "new energy hydrogen production with carbon-free fuel co-production," with its green hydrogen attributes ensured by the supporting 500 MW wind power project. The core highlight lies in its complete industry chain configuration—not only covering large-scale wind power, electrochemical energy storage, and hydrogen production systems but also applying green hydrogen in the metallurgical and chemical industries, achieving a value leap from clean electricity to green hydrogen and then to high-end chemical products. The dual configuration of electrochemical energy storage and hydrogen storage systems effectively ensures the stability and continuity of the hydrogen production process.

Timeline and Investment Status: Originally approved on October 12, 2023, the project was unable to commence construction as scheduled and has now been granted an extension until October 11, 2026. With a total investment of 3.589 billion yuan, the project is currently in the stage of accelerating relevant approval procedures to achieve construction commencement as soon as possible.

Regional Strategic Significance and Industrial Value:
As a major hydrogen energy project deployed by Huadian in Damao Banner, Baotou City, the project fully utilizes local high-quality wind energy resources and industrial park infrastructure. The 28,000 mt of green hydrogen will be directly applied in the hydrogen metallurgy and chemical industry demonstration zone, promoting the low-carbon transformation of the traditional metallurgical industry, with an estimated annual carbon reduction reaching the million-mt level. Through the integrated model of "wind and solar power-hydrogen-ESS-chemicals," the project strongly supports Inner Mongolia's goal of building a national hydrogen energy industry demonstration base, providing an important pathway for achieving the "dual carbon" goals in the heavy industry sector.