{"id":15786,"date":"2026-06-04T15:00:09","date_gmt":"2026-06-04T13:00:09","guid":{"rendered":"https:\/\/hydrogencouncil.com\/?p=15786"},"modified":"2026-07-14T11:34:32","modified_gmt":"2026-07-14T09:34:32","slug":"hydrogen-moves-from-blueprints-to-reality-as-capacity-set-to-double-hydrogen-council","status":"publish","type":"post","link":"https:\/\/hydrogencouncil.com\/fr\/hydrogen-moves-from-blueprints-to-reality-as-capacity-set-to-double-hydrogen-council\/","title":{"rendered":"L'hydrog\u00e8ne passe du stade de projet \u00e0 celui de r\u00e9alit\u00e9\u00a0: la capacit\u00e9 de production devrait doubler, selon le Conseil de l'hydrog\u00e8ne"},"content":{"rendered":"
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Cet entretien avec James Burgess a \u00e9t\u00e9 initialement publi\u00e9 dans S&P Global. ici<\/a>.<\/strong><\/p>\n

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Le secteur de l'hydrog\u00e8ne est fondamentalement pass\u00e9 de la planification \u00e0 l'ex\u00e9cution, la capacit\u00e9 de production op\u00e9rationnelle mondiale devant doubler en 2026 avec la mise en service de projets \u00e0 l'\u00e9chelle industrielle, a d\u00e9clar\u00e9 Ivana Jemelkova, PDG du Conseil de l'hydrog\u00e8ne, \u00e0 Platts, qui fait partie de S&P Global Energy.<\/p>\n

Cette \u00e9tape importante t\u00e9moigne d'un changement radical dans l'\u00e9chelle et la maturit\u00e9 des projets, les entreprises construisant d\u00e9sormais des installations de plusieurs centaines de m\u00e9gawatts, a d\u00e9clar\u00e9 Jemelkova dans une interview \u00e0 la suite du Sommet mondial sur l'hydrog\u00e8ne de Rotterdam en mai.<\/p>\n

Les premi\u00e8res centrales d'une capacit\u00e9 de 10 MW n'ont commenc\u00e9 \u00e0 fonctionner que ces derni\u00e8res ann\u00e9es.<\/p>\n

\u201c\u00a0L\u2019hydrog\u00e8ne est en train de se concr\u00e9tiser\u00a0\u201d, a d\u00e9clar\u00e9 Jemelkova lors de l\u2019interview du 21\u00a0mai. \u201c\u00a0C\u2019est d\u00e9sormais une r\u00e9alit\u00e9. Nous sommes en pleine mise en \u0153uvre, et non plus en phase de planification ou de d\u00e9finition d\u2019une vision. Le projet est bel et bien en place.\u00a0\u201d<\/p>\n

Les donn\u00e9es de S&P Global Energy Horizons montrent une capacit\u00e9 totale d'\u00e9lectrolyseurs install\u00e9e de 3,7 GW \u00e0 l'\u00e9chelle mondiale, dont plus de 2,1 GW mis en service depuis d\u00e9but 2025.<\/p>\n

Ce changement intervient alors que les gouvernements r\u00e9\u00e9valuent leurs investissements \u00e9nerg\u00e9tiques \u00e0 la suite de crises cumul\u00e9es.<\/p>\n

Le Conseil de l'hydrog\u00e8ne estime que les pays importateurs d'\u00e9nergie en Europe et en Asie ont d\u00e9pens\u00e9 100 milliards de dollars suppl\u00e9mentaires en importations de combustibles fossiles et en mesures fiscales au cours des deux premiers mois seulement apr\u00e8s le d\u00e9but de la guerre isra\u00e9lo-am\u00e9ricaine contre l'Iran, ce qui aurait pu acc\u00e9l\u00e9rer le d\u00e9ploiement des technologies propres.<\/p>\n

\u201c\u00a0Actuellement, nous d\u00e9pensons des milliards d\u2019euros, des milliards de dollars en co\u00fbts suppl\u00e9mentaires pour l\u2019offre existante\u00a0\u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c\u00a0Tout cela pourrait \u00eatre investi dans l\u2019avenir.\u00a0\u201d<\/p>\n

Les r\u00e9cents chocs \u00e9nerg\u00e9tiques \u2014 notamment les perturbations post-COVID, le conflit russo-ukrainien et la guerre au Moyen-Orient \u2014 ont incit\u00e9 les gouvernements \u00e0 repenser fondamentalement leurs strat\u00e9gies \u00e9nerg\u00e9tiques, a d\u00e9clar\u00e9 Jemelkova.<\/p>\n

Ces crises ont accru la prise de conscience des enjeux li\u00e9s \u00e0 la s\u00e9curit\u00e9 \u00e9nerg\u00e9tique et aux co\u00fbts, cr\u00e9ant une nouvelle urgence en mati\u00e8re de d\u00e9veloppement des ressources nationales et de diversification des partenariats d'approvisionnement.<\/p>\n

\u201c Imaginez ce que nous pourrions faire avec cet argent si nous l'investissions dans les technologies propres, dans des mesures de r\u00e9silience \u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c La valeur que nous gaspillons actuellement est \u00e9norme. \u201d<\/p>\n

Le rapport Compass 2025 du Conseil de l'hydrog\u00e8ne a identifi\u00e9 $110 milliards d'investissements engag\u00e9s dans l'hydrog\u00e8ne \u00e0 faible \u00e9mission de carbone<\/a>.<\/p>\n

Point d'inflexion de l'hydrog\u00e8ne<\/strong><\/p>\n

Le doublement des capacit\u00e9s op\u00e9rationnelles de production d'hydrog\u00e8ne repr\u00e9sente un tournant d\u00e9cisif pour un secteur qui est pass\u00e9 rapidement de l'\u00e9chelle du m\u00e9gawatt \u00e0 celle du gigawatt. Sur quelque 1\u00a0700 projets annonc\u00e9s dans le monde, environ 510 ont atteint un stade avanc\u00e9, ayant obtenu les d\u00e9cisions finales d'investissement ou \u00e9tant entr\u00e9s en phase de construction, selon les donn\u00e9es de suivi du Conseil de l'hydrog\u00e8ne.<\/p>\n

Ces statistiques se refl\u00e9taient dans l'ambiance du Sommet mondial de l'hydrog\u00e8ne, les dirigeants se montrant optimistes quant \u00e0 l'avenir du secteur apr\u00e8s une p\u00e9riode d'incertitude politique, de retards et d'annulations de projets, et de consolidation.<\/p>\n

Les discussions ont port\u00e9 sur l'augmentation de la production, alors qu'il y a un an \u00e0 peine, l'accent \u00e9tait mis sur la mise en \u0153uvre des politiques, des plans et des projets.<\/p>\n

Le Conseil de l'hydrog\u00e8ne a appel\u00e9 les gouvernements \u00e0 acc\u00e9l\u00e9rer la mise en \u0153uvre des politiques existantes, notamment en Europe o\u00f9 les strat\u00e9gies ambitieuses ne se sont pas pleinement traduites en r\u00e9alit\u00e9 sur le march\u00e9.<\/p>\n

Jemelkova a d\u00e9clar\u00e9 que le Conseil de l'hydrog\u00e8ne appel \u00e0 l'action<\/a> avait re\u00e7u un accueil positif de la part des responsables, notamment du ministre n\u00e9erlandais de l'\u00c9nergie qui pr\u00e9sidait la r\u00e9union.<\/p>\n

Elle a d\u00e9clar\u00e9 que la mise en \u0153uvre concr\u00e8te de cadres tels que la directive europ\u00e9enne sur les \u00e9nergies renouvelables et les r\u00e8gles relatives aux carburants renouvelables d'origine non biologique pourrait donner un \u00e9lan significatif.<\/p>\n

\u201c La simple mise en \u0153uvre de ce que nous avons d\u00e9j\u00e0 pourrait donner un coup de pouce consid\u00e9rable \u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c Bien s\u00fbr, ce ne serait pas suffisant, mais cela redonnerait confiance au secteur industriel pour poursuivre ses efforts et continuer \u00e0 d\u00e9velopper ses activit\u00e9s. \u201d<\/p>\n

examen de la r\u00e9glementation europ\u00e9enne sur l'hydrog\u00e8ne<\/strong><\/p>\n

L\u2019examen par la Commission europ\u00e9enne des r\u00e8gles r\u00e9gissant la production d\u2019hydrog\u00e8ne renouvelable a acteurs de l'industrie divis\u00e9s<\/a>, Certains sont favorables au report d'exigences telles que l'additionnalit\u00e9 et la correspondance temporelle, tandis que les pionniers qui ont d\u00e9j\u00e0 pris des d\u00e9cisions d'investissement recherchent une certitude r\u00e9glementaire.<\/p>\n

Le passage pr\u00e9vu \u00e0 une correspondance horaire entre la production d'hydrog\u00e8ne et la production d'\u00e9nergie renouvelable ajouterait environ 2 euros\/kg aux co\u00fbts de production, selon les responsables du secteur.<\/p>\n

Platts a \u00e9valu\u00e9 le co\u00fbt de la production d'hydrog\u00e8ne vert conforme \u00e0 l'UE via l'\u00e9lectrolyse alcaline aux Pays-Bas, soutenue par des accords d'achat d'\u00e9lectricit\u00e9 renouvelable, \u00e0 9,46 \u20ac\/kg ($11\/kg) le 3 juin.<\/p>\n

Le Conseil de l'hydrog\u00e8ne pr\u00e9conise une rationalisation des r\u00e8gles relatives aux carburants renouvelables d'origine non biologique afin de permettre une participation plus large au march\u00e9 tout en prot\u00e9geant les pionniers qui ont r\u00e9agi aux signaux r\u00e9glementaires.<\/p>\n

\u201c\u00a0Gagner la course ne sert \u00e0 rien si l'on est le seul participant\u00a0\u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c\u00a0Il est essentiel de lib\u00e9rer le march\u00e9, et cela exige du pragmatisme. Nous devons faire preuve de r\u00e9alisme pour permettre \u00e0 davantage d'acteurs d'entrer sur le march\u00e9 et donner \u00e0 chacun la possibilit\u00e9 d'une transition.\u00a0\u201d<\/p>\n

Jemelkova a d\u00e9clar\u00e9 que tout examen devait \u00eatre men\u00e9 \u00e0 bien rapidement et de mani\u00e8re d\u00e9cisive, potentiellement gr\u00e2ce \u00e0 des m\u00e9canismes tels que les droits acquis afin d'\u00e9quilibrer l'ouverture des march\u00e9s et le maintien des avantages pour les projets pionniers.<\/p>\n

\u201c Nous ne pouvons pas nous permettre de passer encore deux ou trois ans \u00e0 nous demander quelle direction prendre \u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c Si la Commission europ\u00e9enne souhaite proc\u00e9der \u00e0 un r\u00e9examen, qu'elle le fasse rapidement et de mani\u00e8re d\u00e9cisive afin que nous sachions o\u00f9 nous en sommes. \u201d<\/p>\n<\/div>\n<\/div>\n

<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Dans cet entretien avec S&P Global Commodity Insights, Ivana Jemelkova, PDG du Hydrogen Council, revient sur le passage du secteur de l'hydrog\u00e8ne de la planification \u00e0 l'ex\u00e9cution, le r\u00f4le de l'hydrog\u00e8ne dans le renforcement de la r\u00e9silience \u00e9nerg\u00e9tique et les mesures politiques concr\u00e8tes n\u00e9cessaires pour acc\u00e9l\u00e9rer la r\u00e9alisation des projets et la croissance du march\u00e9.<\/p>","protected":false},"author":5,"featured_media":15561,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[140,76],"tags":[164],"class_list":["post-15786","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-news","category-newsroom","tag-in-the-news"],"acf":[],"yoast_head":"\nHydrogen moves from blueprints to reality as capacity set to double: Hydrogen Council | Hydrogen Council<\/title>\n<meta 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