AOD – IC之音竹科廣播 FM97.5

AOD – IC之音竹科廣播 FM97.5


EP184:氫能新戰場:全球趨勢、應用與台灣策略路徑 ft. 中華經濟研究院副研究員 陳中舜

September 09, 2025

再生能源佔比攀升後,如何把間歇性的風光餘電變成可長期調度的能量?答案之一,就是以電解水「製氫」、再把氫導入真正需要高溫與還原力的產業場景;而非一味回灌電網。本集,中華經濟研究院副研究員 陳中舜博士指出,綠氫的關鍵不在「可不可行」,而在「用在哪裡最有價值」。

首先談成本:不同國家綠電價格迥異,決定了製氫單價高低;當前以綠電製氫仍昂貴,因此應優先投向無法被用電直接取代的環節──例如鋼鐵煉製的高溫還原、化工流程、以及半導體製程中追求更低碳排的原料替代。航空與航運也被點名為氫能的重要去路:永續航空燃料(SAF)與低碳船用燃料的合成多仰賴氫的介入,能明顯降低生命周期碳排,呼應國際減碳規範。

至於道路運輸,陳博士提醒要務實評估:電動巴士路線固定、調度可視,旅程焦慮小,短中程更具經濟性;氫能車則可能在長途、重載運輸有機會,但仍與電池技術(如固態電池)競逐,須看整體系統成本與補給基礎建設的到位速度。簡言之,「需求口」未被清楚打開,產能與投資便難以規模化。

政策與治理面,除了雲端與模型成本(若導入氫能與其數位系統需長期估算 TCO),更要同時上緊資料、資安與合規這三顆螺絲。陳博士建議台灣以「小步快跑」落地:選定高價值情境做示範場(如煉鋼、特定化工或半導體用氫)、設明確KPI與碳減量邊際成本,逐步擴大到航空/航運燃料供應鏈。下一步,鎖定三件事:穩定綠電來源、建立可驗證的低碳供應體系、串聯國際標準與市場需求。把氫用在刀口上,才是台灣邁向淨零的關鍵路徑。
 

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