据Hart Energy 5月19日报道，壳牌和巴西里约州阿苏港已经同意共同建设一个绿色氢气工厂，高管告诉路透社，这一协议可能会使这一新兴技术在南美最大的国家首次亮相。

根据5月19日签署并首次向新闻社披露的谅解备忘录条款，两家公司将在巴西的里约州的阿苏港建设一个10兆瓦的绿色氢气厂。该工厂定于2025年完工。

绿色氢是一种零碳燃料，利用可再生能源将水分解为氧和氢，作为一种净化炼油和农业等排放重的行业的方式日益受到推崇。

阿苏港是一个大型工业综合体和港口，由巴西普鲁莫物流公司所有，而巴西普鲁莫物流公司又由美国私募股权公司EIG Global Energy Partners控制。

根据备忘录的条款，该项目随后的两个可选阶段将在2029年前使发电量达到100兆瓦。壳牌的一位发言人在一封电子邮件中写道，单是第一阶段就可能需要2000万至4000万美元的投资，并提醒说这些价值可能会发生变化。

虽然有几家公司已提议在巴西建设绿色氢工厂，但壳牌和阿苏港的交易是一个引人注目的项目，将很快开始，而生产计划在三年内开始。在巴西提议的大多数项目尚未进入可行性阶段。

壳牌巴西监管事务主管 Monique Goncalves和普鲁莫公司业务发展执行董事毛Mauro Andrade在接受联合采访时表示，目前的消费者市场非常小，该财团希望通过创造绿色氢供应，来刺激需求，同时促进绿色氢使用。

安德拉德说：“这个想法是为了测试巴西的绿色氢市场?！薄拔颐且蚕朐诎臀饕酝獾牡厍馐?。每个人都在谈论绿色氢，但在今天的市场上，承购商的数量仍然有限?！?/p>

建设该工厂的资金将来自巴西石油监管机构要求每家生产商拨出的一大笔资源，这些资源将用于与研发相关的项目。

季廷伟 摘译自 Hart Energy

原文如下：

Shell, Brazil’s A?u Partner to Build Green Hydrogen Plant  

Shell and Brazil's Porto do A?u have agreed to jointly build a green hydrogen plant, executives told Reuters, a deal that could result in the debut of the up-and-coming technology in South America’s largest nation.

Under the terms of a memorandum of understanding signed May 19 and first disclosed to the news agency, the firms will build a 10-megawatt green hydrogen plant on the premises of A?u in Brazil's Rio de Janeiro state. The plant is due to be completed by 2025.

Green hydrogen is a zero-carbon fuel made by using renewable power to split water into oxygen and hydrogen, increasingly promoted as a way to clean up emissions-heavy industries such as refining and agriculture.

A?u, a massive industrial complex and port, is owned by Prumo Logistica SA, which is in turn controlled by U.S. private equity firm EIG Global Energy Partners.

Two subsequent, optional phases in the project would bring production to 100 megawatts by 2029, under the terms of the memorandum. The first phase alone will likely require $20 million to $40 million in investment, a spokesperson for Shell wrote in an e-mail, warning that those values are subject to change.

While several companies have proposed building green hydrogen plants in Brazil, the Shell-A?u deal stands out as a project that will begin shortly, while production is scheduled to start in three years. Most projects proposed in Brazil have not moved past conceptual or viability stages.

The current market of consumers is extremely small. But by creating supply of green hydrogen, the consortium hopes to spur demand, while catalyzing green hydrogen usage writ large, Monique Gon?alves, head of regulatory affairs for Shell in Brazil, and Mauro Andrade, executive director of business development at Prumo, said in a joint interview.

“The idea is to test the market for green hydrogen in Brazil,” Andrade said. “We want to test off-takers outside of Brazil as well. Everyone talks about green hydrogen, but in the market today the number of off-takers is still limited.”

Funds to build the plant will come from a pot of resources that Brazil’s oil regulator requires each producer to set aside for projects linked to research and development.