業界、RFNBO水素の拘束力ある目標維持を求める
専門家の視点
欧州産業界170社が、2030年以降もRFNBO水素の拘束力ある目標と義務を維持するよう欧州委員会へ書簡を送りました。根拠として、これまで150億ユーロ超の投資が約束され、直近1年で35%増、4GW超の電解設備が建設中である点、既存目標の達成が500〜600億ユーロの追加投資と年約3000万トンのCO₂削減につながる点を挙げています。一方、産業界自身がRED IIIへの改善要望も認めており、目標の撤廃ではなく実行可能な制度設計を求める構図です。 ここで見えるのは、目標の維持を求める物語が投資実績で裏打ちされる一方、改善すべき障壁の中身と、それを誰がいつ解消するかの実行主体が書簡では曖昧な点です。政策の拘束力が投資判断の前提になるという因果は示されていますが、目標達成の経路と検証指標は未確定です。 次の観測点は、欧州委員会が2030年以降の目標を維持するか、産業目標の実現可能性を高める具体策をいつ示すかです。制度の執行と投資の整合を欠いたまま目標だけが残れば、期待先行の構造になります。
EWE onboards Bilfinger for underground hydrogen storage project Brussels, 24 September 170 companies investing in Europe’s energy sector across the entire value chain have sent a letter urging the European Commission to keep the Renewable Energy Directive (RED III) transport and industry targets and mandates for Renewable Fuels of Non-Biological Origin (RFNBO) hydrogen beyond 2030. Addressed to President Ursula von der Leyen, Executive Vice-President Teresa Ribera and Commissioner Dan Jørgensen, the united, industry-wide message is clear: we need to keep the binding RFNBO hydrogen targets. The companies stress that removing RFNBO targets and mandates would not amount to simplification. It would waste six years of work, send shockwaves through the market, punish first movers, and undermine confidence in EU climate and energy policies. Europe’s RFNBO transport targets are already working. With over €15 billion committed to this day, Europe holds the largest volume of investments in end-use hydrogen applications globally. Investment in Europe grew 35% in the past year, while more than 4 GW of electrolysis capacity is now under construction, and this growth is driven primarily by the transposition of RED III transport targets. Meeting the existing RED III targets by 2030 represents a further €50-60 billion investment opportunity, alongside potential CO₂ savings of approximately 30 million tonnes per year. Industry acknowledges it has called for a number of improvements to RED III, and there are real opportunities to remove the obstacles that stand in the way of delivering the industry target. Notably, the companies are asking that the Commission continue to engage with the hydrogen industry and Member States to ensure the industry targets are achievable and enable market ramp up. Improving the framework, however, cannot mean dismantling the targets and mandates altogether. Doing so would discard years of legislative, administrative, and corporate efforts that stand behi
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