据全球能源新闻网6月15日报道，日前，道达尔能源公司与阿达尼企业有限公司（AEL）达成协议，将收购阿达尼新工业有限公司（ANIL）25%的股权。ANIL将成为AEL和道达尔在印度绿色氢生产和商业化的独家平台。作为其第一个里程碑，ANIL的目标是到2030年年产100万吨绿色氢 ，并以约30吉瓦的新可再生能源发电能力为基础。
为了控制绿色制氢成本，ANIL将沿着价值链进行整合，从生产可再生能源和绿色氢气所需设备的制造，到绿色氢气本身的生产及其转化为衍生品，包括用于国内市场和出口的氮肥和甲醇。首先，ANIL计划开发一个项目，为印度国内市场年产130万吨/年的绿色氢气尿素，以替代目前的尿素进口，并将投资约50亿美元，建造一个2吉瓦的电解槽，该电解槽由一个4吉瓦太阳能和风电场的可再生能源供电。
这一合作是基于两家公司的显著互补性。阿达尼的投资组合将贡献其对印度市场的深入了解，执行能力，以及卓越的运营和资本管理。道达尔将提供其对全球市场的全面了解，在可再生能源技术和大型工业项目方面的专业知识，以及资金实力，使ANIL能够降低其融资成本。合作伙伴的互补优势将帮助ANIL打造世界上最大的绿色氢生态系统，为消费者提供最低的绿色氢成本。
对ANIL的投资标志着道达尔和印度领先的能源和基础设施平台阿达尼集团之间战略联盟又迈出重要一步，阿达尼集团在印度的业务包括液化天然气终端、天然气公用事业、可再生发电，以及现在的绿色氢气生产。这将扩大道达尔和阿达尼计划在能源转型中发挥的关键作用，帮助印度实现其流动性、工业和农业脱碳，同时也有助于该国的能源独立。
2018年，道达尔和阿达尼开始建立能源合作伙伴关系，共同开发液化天然气业务——从加气终端到液化天然气营销——并由道达尔投资阿达尼道达尔天然气有限公司（一家城市天然气分销公司）。2020年，道达尔和阿达尼加深了他们的关系，道达尔收购了当时世界上最大的太阳能开发商阿达尼绿色能源有限公司（AGEL）的20%少数股权。
郝芬 译自 全球能源新闻网
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.
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