{"title":"低碳能源市场中可再生氢的地缘政治","authors":"Fridolin Pflugmann, Nicola de Blasio","doi":"10.22381/ghir12120201","DOIUrl":null,"url":null,"abstract":"Renewable hydrogen is enjoying increasing political and business momentum. But taking full advantage of it will require scaling technologies, reducing costs, deploying enabling infrastructure, and defining appropriate policies and market structures. Since renewable hydrogen could be an important piece in the carbon-free energy puzzle, it is relevant to explore its geopolitical implications as it enables policy makers to navigate a new energy world. Key variables to consider are technology, infrastructure, environment, finance, global markets, and geopolitics. Focusing on renewable hydrogen, this paper provides a methodology to frame these variables, address the challenges they cause, and the potential opportunities. If adopted at scale, we believe the dynamics of future hydrogen markets would be similar to today’s natural gas markets – with the potential for similar geopolitical dynamics. Our analysis shows that countries are likely to assume specific roles in future renewable hydrogen systems based on their resource endowment and infrastructure potential. As a result, future geopolitical realities of resource-poor countries in Europe and South-East Asia might look very similar to the present realities, as energy import dependency might continue. We may also witness an emergence of new export champions, such as Australia and North Africa.","PeriodicalId":37543,"journal":{"name":"Geopolitics, History, and International Relations","volume":null,"pages":null},"PeriodicalIF":0.0000,"publicationDate":"2020-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"38","resultStr":"{\"title\":\"The Geopolitics of Renewable Hydrogen in Low-Carbon Energy Markets\",\"authors\":\"Fridolin Pflugmann, Nicola de Blasio\",\"doi\":\"10.22381/ghir12120201\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"Renewable hydrogen is enjoying increasing political and business momentum. But taking full advantage of it will require scaling technologies, reducing costs, deploying enabling infrastructure, and defining appropriate policies and market structures. Since renewable hydrogen could be an important piece in the carbon-free energy puzzle, it is relevant to explore its geopolitical implications as it enables policy makers to navigate a new energy world. Key variables to consider are technology, infrastructure, environment, finance, global markets, and geopolitics. Focusing on renewable hydrogen, this paper provides a methodology to frame these variables, address the challenges they cause, and the potential opportunities. If adopted at scale, we believe the dynamics of future hydrogen markets would be similar to today’s natural gas markets – with the potential for similar geopolitical dynamics. Our analysis shows that countries are likely to assume specific roles in future renewable hydrogen systems based on their resource endowment and infrastructure potential. As a result, future geopolitical realities of resource-poor countries in Europe and South-East Asia might look very similar to the present realities, as energy import dependency might continue. We may also witness an emergence of new export champions, such as Australia and North Africa.\",\"PeriodicalId\":37543,\"journal\":{\"name\":\"Geopolitics, History, and International Relations\",\"volume\":null,\"pages\":null},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2020-01-01\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"38\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Geopolitics, History, and International Relations\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.22381/ghir12120201\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"Arts and Humanities\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Geopolitics, History, and International Relations","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.22381/ghir12120201","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"Arts and Humanities","Score":null,"Total":0}
The Geopolitics of Renewable Hydrogen in Low-Carbon Energy Markets
Renewable hydrogen is enjoying increasing political and business momentum. But taking full advantage of it will require scaling technologies, reducing costs, deploying enabling infrastructure, and defining appropriate policies and market structures. Since renewable hydrogen could be an important piece in the carbon-free energy puzzle, it is relevant to explore its geopolitical implications as it enables policy makers to navigate a new energy world. Key variables to consider are technology, infrastructure, environment, finance, global markets, and geopolitics. Focusing on renewable hydrogen, this paper provides a methodology to frame these variables, address the challenges they cause, and the potential opportunities. If adopted at scale, we believe the dynamics of future hydrogen markets would be similar to today’s natural gas markets – with the potential for similar geopolitical dynamics. Our analysis shows that countries are likely to assume specific roles in future renewable hydrogen systems based on their resource endowment and infrastructure potential. As a result, future geopolitical realities of resource-poor countries in Europe and South-East Asia might look very similar to the present realities, as energy import dependency might continue. We may also witness an emergence of new export champions, such as Australia and North Africa.
期刊介绍:
Geopolitics, History, and International Relations publishes mainly original empirical research and review articles focusing on hot emerging topics, e.g. digital diplomacy, online political participation, data activism, fake social media news, algorithmic governance, computational politics, Internet terrorism, autonomous weapons systems, virtual history, innovative data-driven smart urban ecosystems, etc. This journal considers only manuscripts having a high integrative value in the current Scopus- and Web of Science-indexed literature.