據(jù)全球能源新聞網(wǎng)6月15日報道，日前，道達(dá)爾能源公司與阿達(dá)尼企業(yè)有限公司（AEL）達(dá)成協(xié)議，將收購阿達(dá)尼新工業(yè)有限公司（ANIL）25%的股權(quán)。ANIL將成為AEL和道達(dá)爾在印度綠色氫生產(chǎn)和商業(yè)化的獨家平臺。作為其第一個里程碑，ANIL的目標(biāo)是到2030年年產(chǎn)100萬噸綠色氫 ，并以約30吉瓦的新可再生能源發(fā)電能力為基礎(chǔ)。

為了控制綠色制氫成本，ANIL將沿著價值鏈進(jìn)行整合，從生產(chǎn)可再生能源和綠色氫氣所需設(shè)備的制造，到綠色氫氣本身的生產(chǎn)及其轉(zhuǎn)化為衍生品，包括用于國內(nèi)市場和出口的氮肥和甲醇。首先，ANIL計劃開發(fā)一個項目，為印度國內(nèi)市場年產(chǎn)130萬噸/年的綠色氫氣尿素，以替代目前的尿素進(jìn)口，并將投資約50億美元，建造一個2吉瓦的電解槽，該電解槽由一個4吉瓦太陽能和風(fēng)電場的可再生能源供電。

這一合作是基于兩家公司的顯著互補(bǔ)性。阿達(dá)尼的投資組合將貢獻(xiàn)其對印度市場的深入了解，執(zhí)行能力，以及卓越的運營和資本管理。道達(dá)爾將提供其對全球市場的全面了解，在可再生能源技術(shù)和大型工業(yè)項目方面的專業(yè)知識，以及資金實力，使ANIL能夠降低其融資成本。合作伙伴的互補(bǔ)優(yōu)勢將幫助ANIL打造世界上最大的綠色氫生態(tài)系統(tǒng)，為消費者提供最低的綠色氫成本。

對ANIL的投資標(biāo)志著道達(dá)爾和印度領(lǐng)先的能源和基礎(chǔ)設(shè)施平臺阿達(dá)尼集團(tuán)之間戰(zhàn)略聯(lián)盟又邁出重要一步，阿達(dá)尼集團(tuán)在印度的業(yè)務(wù)包括液化天然氣終端、天然氣公用事業(yè)、可再生發(fā)電，以及現(xiàn)在的綠色氫氣生產(chǎn)。這將擴(kuò)大道達(dá)爾和阿達(dá)尼計劃在能源轉(zhuǎn)型中發(fā)揮的關(guān)鍵作用，幫助印度實現(xiàn)其流動性、工業(yè)和農(nóng)業(yè)脫碳，同時也有助于該國的能源獨立。

2018年，道達(dá)爾和阿達(dá)尼開始建立能源合作伙伴關(guān)系，共同開發(fā)液化天然氣業(yè)務(wù)——從加氣終端到液化天然氣營銷——并由道達(dá)爾投資阿達(dá)尼道達(dá)爾天然氣有限公司（一家城市天然氣分銷公司）。2020年，道達(dá)爾和阿達(dá)尼加深了他們的關(guān)系，道達(dá)爾收購了當(dāng)時世界上最大的太陽能開發(fā)商阿達(dá)尼綠色能源有限公司（AGEL）的20%少數(shù)股權(quán)。

郝芬 譯自 全球能源新聞網(wǎng)

原文如下：

TOTALENERGIES AND ADANI TO CREATE WORLD-CLASS GREEN HYDOGEN COMPANY

TotalEnergies has entered into an agreement with Adani Enterprises Limited (AEL) to acquire a 25% interest in Adani New Industries Limited (ANIL). ANIL will be the exclusive platform of AEL and TotalEnergies for the production and commercialization of green hydrogen in India. ANIL will target a production of one million metric tons of green hydrogen per year (Mtpa) by 2030, underpinned by around 30 gigawatts (GW) of new renewable power generation capacity, as its first milestone.

In order to control green hydrogen production costs, ANIL will be integrated along the value chain, from the manufacturing of equipment needed to generate renewable power and produce green hydrogen, to the production of green hydrogen itself and its transformation into derivatives, including nitrogenous fertilizers and methanol, both for the domestic market and export. To start with, ANIL intends to develop a project to produce 1.3 Mtpa of urea derived from green hydrogen for the Indian domestic market, as a substitution to current urea imports, and will invest around $5 billion in a 2 GW electrolyzer fed by renewable power from a 4 GW solar and wind farm.

This partnership is based on the remarkable complementarity of the two companies. Adani’s portfolio will contribute its deep knowledge of the Indian market, execution capabilities, and operations and capital management excellence. TotalEnergies will offer its thorough understanding of the global markets, expertise in renewable technologies and large-scale industrial projects, and financial strength, enabling ANIL to lower its financing cost. The partners’ complementary strengths will help ANIL deliver the largest green hydrogen ecosystem in the world, which will enable the lowest green hydrogen cost to the consumer.

The investment in ANIL marks another major step in the strategic alliance between TotalEnergies and Adani Group – India’s leading energy and infrastructure platform – whose operations across India include LNG terminals, gas utility business, renewable power generation, and now green hydrogen production. It will amplify the key role that TotalEnergies and Adani intend to play in the energy transition, and in helping India decarbonize its mobility, industry, and agriculture, while also contributing to the country’s energy independence.

In 2018, TotalEnergies and Adani Group embarked on an energy partnership with the development of a joint LNG business – from regas terminals to LNG marketing – and an investment by TotalEnergies in Adani Total Gas Limited, a city gas distribution business. In 2020, TotalEnergies and Adani Group deepened their relationship with the acquisition by TotalEnergies of a 20% minority interest in Adani Green Energy Limited (AGEL), then the largest solar developer in the world.