Capgemini-利用数字化技术加速低碳氢和削减成本（英）

Accelerating low-carbon hydrogen and cutting costs with digital technology2Capgemini x Siemens Digital levers for enhancing and accelerating the development of low-carbon hydrogenDelivering greater value from your low-carbon hydrogen assets by using better asset information to improve investment decisions and operations.3IndexExecutive SummaryScope of this paper1. Siemens and Capgemini joint approach for low-carbon hydrogen asset 1.1 Our Value Proposition1.2 Siemens and Capgemini, a relevant partnership for the digitalization of the hydrogen industry2. Setting up the scene – definitions, frameworks and prerequisites2.1 Introducing the digital twin for asset intensive industries 2.2 Integrated engineering2.3 Prerequisites to unleash digital potential 3. Unleashing potential: Digitalization’s role in cutting the Levelized Cost of Hydrogen3.1 Unlocking efficiency: Digital levers for efficient design and engineering, faster construction, and asset replication 3.2 Optimizing production: enhancing efficiency from energy supply to operation and maintenance3.2.1 Energy supply operations 3.2.2 Production processes 3.2.3 Maintenance3.3 Enabling traceability, compliance targets, and carbon intensity3.4 Manage efficiently Assets portfolio3.5 LCOH can be reduced by an estimated 9% to 12% activating digital levers and associated actionsReferences912221011131623283739391328303448414Capgemini x Siemens Despite a dynamic trend, the hydrogen market does not progress as fast as expectedThe decarbonization potential of low-carbon hydrogen in hard-to-abate sectors, coupled with its capacity to facilitate energy transport to resource-constrained regions at scale, has generated significant enthusiasm within the hydrogen sector in recent years. However, despite growing announcements of new low-carbon hydrogen projects – potentially reaching 38 Mt by 2030, if all announced projects materialize- only 4% of projects have reached the final investment decision (FID) or construction phase, as reported by the International Energy Agency (IEA). Clearly, we have not yet met our objectives. Low-carbon hydrogen still struggles to become competitiveLow-carbon hydrogen remains too expensive and lacks competitiveness compared to carbon-based hydrogen.1 The cost ranges from 6-9€/kg2 for low-carbon hydrogen versus 1.5-3€/kg for hydrogen produced from natural gas reforming (before subsidies). This cost disparity arises from various factors related to production, infrastructure, and technological requirements. Transitioning to hydrogen from renewables is particularly costly due to expensive production processes and the advanced end-use technologies involved. Establishing the necessary infrastructure for hydrogen production, storage, and distribution requires substantial capital investment, including the construction of renewable energy plants, electrolyzers, storage facilities, and transportation networks. Currently the low-carbon Levelized Cost of Hydrogen (LCOH) produced via elec