Producer: Lu Guozhen Writer: Huang Huiqun
“After 10 years of continuous development of electric vehicles and rapid expansion, the next trend will be taken over by ‘hydrogen’.” BMW Chairman Oliver Zipse said in an exclusive interview with Bloomberg this year: “Hydrogen will become the most fashionable car power!”
Not just cars. Hydrogen – from TSMC to Sinosteel, driving a car to heating hot water, it is all necessary. It will replace oil and natural gas, and its application is better than nuclear energy; it will subvert international trade rules, change the production methods of semiconductor, steel, and petrochemical industries, and enter human life.
Hydrogen trains run, hydrogen water heaters enter homes
Lead Germany to end the era of diesel power
In August of this year, the world’s first hydrogen train traveled through the German countryside at a speed of 140 kilometers per hour in Lower Saxony in the north of Germany. It looks like a normal train, but it actually uses hydrogen fuel cells to generate electricity and drive motors. Every time hydrogen is added, it can run 1,000 kilometers, which is comparable to a diesel train, but the by-products are only steam and water; the excess power can also be recycled to the train’s air conditioning system. Not only that, hydrogen heating and hydrogen water heaters are also entering German homes to replace expensive natural gas.
“Double Brand Scissors” will be a carbon-free product
Without transformation, the entire steel industry will disappear
Georgios Giovanakis, CEO of ThyssenKrupp, a German steel giant, said bluntly that hydrogen steelmaking technology is not new, but no one would consider this production method before, “cheap coke, almost Free energy, plus no one cared about carbon dioxide before, but now it’s different.” War has fueled energy shortages and climate change, Yowanakis said, “If we don’t do it now, in the next ten years there will be No more steel industry!”
Germans made up their minds
In a few years, we must get rid of Russia
The Russo-Ukraine war started, and the Nord Stream 1 and 2, which Russia supplies to Germany with natural gas, have been “cut off” since September. The Germans were forced to restart the decommissioned coal-fired power generation, were forced to accept negative economic growth, and were forced to bear consequences of war. Many companies need a fixed price to predict costs, and now the price of natural gas is high and fluctuates violently, pushing up many energy-intensive industries and using hydrogen as an incentive.
What about Taiwan, which is also highly dependent on energy imports?
Where does hydrogen come from? Is it safe, will it explode with hydrogen? Is it more efficient and reliable than nuclear power?
Without hydrogen, TSMC can’t make chips with advanced processes?
Without zero-carbon steel, our 3C products exported to Europe will have to pay a lot of carbon tax?
German kitchen knife Mercedes-Benz is zero carbon, how to do it?
Taiwan also has a hydrogen factory? Will there be hydrogen trucks running on the streets in Taiwan next year?
How does the EU allow enterprises to upgrade painlessly? How can a city reduce 50% of its carbon emissions in 10 years?
In addition to Europe and the United States, China, Japan and South Korea also have hydrogen technology leaders. What about Taiwan?
※ For the full text, please refer to Issue 1833 of “Business Weekly”.
※This article is published with the authorization of Business Weekly, and reprinting is prohibited without consent.
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