节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
根据能源经济与金融分析研究所(IEEEFA)发布的最新报告,阿曼凭借自然优势、现有工业基础设施及前瞻性政策,正战略性定位为绿色钢铁行业的全球领导者。
IEEEFA指出,阿曼拥有罕见且完全一体化的钢铁生产生态系统,涵盖铁矿石选矿、球团、直接还原和电弧炉(EAF)运营。该国还计划开发新的中国铁矿石选矿能力。
鉴于阿曼在直接还原铁(DRI)生产方面取得的进展,其当前工业基础特别适合向低碳排放钢铁制造转型。DRI最终可使用绿氢而非化石燃料气生产。但报告强调,基于天然气的DRI仍是排放密集型,除非转向氢基生产,否则无法达到绿色钢铁标准。
可再生能源与氢能战略为阿曼带来竞争优势。阿曼大规模太阳能和风能投资是其重要优势之一。充足且低成本的可再生能源,对为电弧炉、DRI模块及绿氢生产所需的电解槽提供动力至关重要。该国目标到2030年生产100万至150万吨绿氢,为钢铁等氢密集型产业创造坚实供应基础。
战略地理位置与产业政策...
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