<p>As global demand for green hydrogen rises, potential hydrogen exporters move into the spotlight. While exports can bring countries revenue, large-scale on-grid hydrogen electrolysis for export can profoundly impact domestic energy prices and energy-related emissions. Our investigation explores the interplay of hydrogen exports, domestic energy transition and temporal hydrogen regulation, employing a sector-coupled energy model in Morocco. We find substantial co-benefits of domestic carbon dioxide mitigation and hydrogen exports, whereby exports can reduce market-based costs for domestic electricity consumers while mitigation reduces costs for hydrogen exporters. However, increasing hydrogen exports in a fossil-dominated system can substantially raise market-based costs for domestic electricity consumers, but surprisingly, temporal matching of hydrogen production can lower these costs by up to 31% with minimal impact on exporters. Here, we show that this policy instrument can steer the welfare (re-)distribution between hydrogen exporting firms, hydrogen importers, and domestic electricity consumers and hereby increases acceptance among actors.</p>

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The impact of temporal hydrogen regulation on hydrogen exporters and their domestic energy transition

  • Leon Schumm,
  • Hazem Abdel-Khalek,
  • Tom Brown,
  • Falko Ueckerdt,
  • Michael Sterner,
  • Maximilian Parzen,
  • Davide Fioriti

摘要

As global demand for green hydrogen rises, potential hydrogen exporters move into the spotlight. While exports can bring countries revenue, large-scale on-grid hydrogen electrolysis for export can profoundly impact domestic energy prices and energy-related emissions. Our investigation explores the interplay of hydrogen exports, domestic energy transition and temporal hydrogen regulation, employing a sector-coupled energy model in Morocco. We find substantial co-benefits of domestic carbon dioxide mitigation and hydrogen exports, whereby exports can reduce market-based costs for domestic electricity consumers while mitigation reduces costs for hydrogen exporters. However, increasing hydrogen exports in a fossil-dominated system can substantially raise market-based costs for domestic electricity consumers, but surprisingly, temporal matching of hydrogen production can lower these costs by up to 31% with minimal impact on exporters. Here, we show that this policy instrument can steer the welfare (re-)distribution between hydrogen exporting firms, hydrogen importers, and domestic electricity consumers and hereby increases acceptance among actors.