1月31日，全球綠氫經濟領導者Plug Power (Plug) 與全球可持續技術領導者Johnson Matthey (JM）共同宣布，雙方將建立長期戰略合作伙伴關系，以促進全球綠氫經濟發展。
JM將作為Plug重要的戰略供應商，將向其提供催化劑、膜和催化劑涂層膜（CCM），以滿足其對膜電極組件 (MEA）相關零部件的大部分需求。更重要的是，JM還將為Plug提供穩定的貴金屬供應和獨有的貴金屬回收服務。
此次戰略合作將支持Plug的營業收入在2026年達到50億美元，在2030年達到200億美元。為實現該目標，Plug和JM將共同投資全球最大的CCM制造工廠，將產能從現有的5 GW逐步擴張至10 GW。該工廠將在美國落成，預計2025年投產。Plug和JM還將繼續響應美國《通脹消減法案》和歐洲《REPowerEU》等激勵政策，推動整個氫能行業快速發展。
Plug首席執行官
Andy Marsh
“JM擁有可靠的專業技術和良好的業績記錄，是一家值得尊敬的合作伙伴，能與JM建立更深層的合作關系，Plug感到很自豪。此次戰略合作將幫助Plug強化供應鏈體系，鞏固供應能力，滿足全球客戶對燃料電池和電解槽日益增長的需求。有了JM這樣的合作伙伴，Plug 將有能力成為綠氫經濟的全球領導者。”
JM首席執行官
Liam Condon
“對于快速發展的氫能經濟，這個伙伴關系將改變全球氫能經濟游戲規則。將JM的先進技術和制造能力與全球領先的綠氫和燃料電池企業聚合，可將綠氫產業引領至前所未有的規模。這一合作關系也證實了JM在電解槽和燃料電池關鍵零部件——催化劑涂層膜（CCM）領域的世界領先地位。”
全球最大的液氫使用者，在全球擁有185個加氫站，公司已部署超過60,000個燃料電池系統，累計運行時長超過10億小時。Plug正在構建一個從綠氫生產、儲存、運輸到使用的生態系統，以幫助其客戶——包括亞馬遜、家樂福、沃爾瑪、寶馬等——達成商業目標并實現脫碳。
全球可持續技術領導者，依托其在鉑族金屬（PGM）和催化方面的核心競爭力，多年來一直是氫能領域的先行者。JM擁有成熟的氫能業務，和長期穩定的客戶關系，現已具備2 GW CCM產能，去年7月，JM在英國Royston投資新建3 GW CCM產能，將總產能擴張至5 GW。此外，作為全球最大的貴金屬精煉商，JM開創了獨有的貴金屬循環模式，此次與Plug的合作也將采用該商業模式，并探討更詳細的貴金屬閉環回收方案。
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On Jan. 31, Plug Power, (NASDAQ: PLUG) (Plug), a leading provider of turnkey hydrogen solutions for the global green hydrogen economy, and Johnson Matthey (JM), a global leader in sustainable technologies, today announced a long-term strategic partnership to accelerate the green hydrogen economy.
JM will become an important strategic supplier of MEA components, providing a substantial portion of Plug’s demand for catalysts, membranes, and catalyst coated membranes (CCM). Importantly, JM brings security of supply of precious metals, and unique recycling capabilities.
This strategic partnership between Plug and JM will support Plug in delivering its targeted revenue of US$5 billion and US$20 billion by 2026 and 2030 respectively. To help achieve these targets, Plug and JM will co-invest in what is expected to be the largest (5GW scaling to 10GW over time) CCM manufacturing facility in the world. The facility will be built in the United States and likely begin production in 2025. Plug and JM will also continue to leverage government incentives from the Inflation Reduction Act in the US and REPowerEU in Europe to push for exponential growth across the hydrogen industry.
“Plug is proud to expand our relationship with JM, a highly respected and skilled supply partner with a proven track record,” said Plug CEO, Andy Marsh. “This partnership will help us strengthen our supply chain and underpin our ability to deliver on the growing demand for our fuel cells and electrolyzers. With a partner like JM, Plug is in a strong position to be the global leader of the green hydrogen economy.”
Liam Condon, CEO of Johnson Matthey added: “For the rapidly developing hydrogen economy, this partnership is a game-changer. By bringing together one of the largest green hydrogen and fuel cell companies in the world with JM’s technology and manufacturing capabilities, we’re creating volume and scale for green hydrogen that hasn’t existed until now. This partnership confirms JM’s world class position in catalyst coated membranes, the key performance-defining components of electrolyzers and fuel cells.”
Plug Power is the leading user of liquid hydrogen with the world’s largest fuelling station footprint, as well as over 60,000 fuel cell systems, operating more than one billion hours across the globe. Plug is building an end-to-end green hydrogen ecosystem, from production, storage and delivery to energy generation, to help its customers – including Amazon, Carrefour, Walmart and BMW – meet their business goals and decarbonize the economy.
JM has been a leader in hydrogen for many years, founded on its core competencies in platinum group metal (PGM) chemistry and catalysis. It has an established Hydrogen Technologies business, with long-standing customer relationships and manufacturing capability of 2GW, with plans to expand to 5GW through a new 3GW gigafactory in Royston, UK. As the world’s leading secondary refiner of PGMs JM has pioneered a circular business model for the scarce metals that will also be employed for this contract, and it will look to develop further closed loop solutions.
原文始發于微信公眾號（Johnson Matthey）：JM全球氫能布局再下一城！JM與綠氫經濟領導者PLUG POWER合作建設全球最大綠氫燃料電池核心材料工廠
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