1月31日，全球绿氢经济领导者Plug Power (Plug) 与全球可持续技术领导者Johnson Matthey (JM）共同宣布，双方将建立长期战略合作伙伴关系，以促进全球绿氢经济发展。
JM将作为Plug重要的战略供应商，将向其提供催化剂、膜和催化剂涂层膜（CCM），以满足其对膜电极组件 (MEA）相关零部件的大部分需求。更重要的是，JM还将为Plug提供稳定的贵金属供应和独有的贵金属回收服务。
此次战略合作将支持Plug的营业收入在2026年达到50亿美元，在2030年达到200亿美元。为实现该目标，Plug和JM将共同投资全球最大的CCM制造工厂，将产能从现有的5 GW逐步扩张至10 GW。该工厂将在美国落成，预计2025年投产。Plug和JM还将继续响应美国《通胀消减法案》和欧洲《REPowerEU》等激励政策，推动整个氢能行业快速发展。
Plug首席执行官
Andy Marsh
“JM拥有可靠的专业技术和良好的业绩记录，是一家值得尊敬的合作伙伴，能与JM建立更深层的合作关系，Plug感到很自豪。此次战略合作将帮助Plug强化供应链体系，巩固供应能力，满足全球客户对燃料电池和电解槽日益增长的需求。有了JM这样的合作伙伴，Plug 将有能力成为绿氢经济的全球领导者。”
JM首席执行官
Liam Condon
“对于快速发展的氢能经济，这个伙伴关系将改变全球氢能经济游戏规则。将JM的先进技术和制造能力与全球领先的绿氢和燃料电池企业聚合，可将绿氢产业引领至前所未有的规模。这一合作关系也证实了JM在电解槽和燃料电池关键零部件——催化剂涂层膜（CCM）领域的世界领先地位。”
全球最大的液氢使用者，在全球拥有185个加氢站，公司已部署超过60,000个燃料电池系统，累计运行时长超过10亿小时。Plug正在构建一个从绿氢生产、储存、运输到使用的生态系统，以帮助其客户——包括亚马逊、家乐福、沃尔玛、宝马等——达成商业目标并实现脱碳。
全球可持续技术领导者，依托其在铂族金属（PGM）和催化方面的核心竞争力，多年来一直是氢能领域的先行者。JM拥有成熟的氢能业务，和长期稳定的客户关系，现已具备2 GW CCM产能，去年7月，JM在英国Royston投资新建3 GW CCM产能，将总产能扩张至5 GW。此外，作为全球最大的贵金属精炼商，JM开创了独有的贵金属循环模式，此次与Plug的合作也将采用该商业模式，并探讨更详细的贵金属闭环回收方案。
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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.
原文始发于微信公众号（Johnson Matthey）：JM全球氢能布局再下一城！JM与绿氢经济领导者PLUG POWER合作建设全球最大绿氢燃料电池核心材料工厂
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