The green hydrogen industry will grow tremendously in the coming decades. Peripheral regions in the Global South that offer favourable natural conditions for renewable energies are expected to become nodes of emerging global value chains. This has led to high expectations with regard to development impulses. The paper assesses the prospects of linkage-based development in the region of Antofagasta, Chile. Against the backdrop of expert interviews, secondary sources and insights gained at the first meeting of the region’s green hydrogen committee, the author cautions against being overly optimistic. The green hydrogen industry in Antofagasta benefits from horizontal linkages with the mining sector and related externalities. There are prospects for forward linkages with mining and also chemicals production. Backward linkages will, most likely, be limited to generic, low value-adding tasks. This restricts industrial diversification and upgrading by suppliers. Being capital intensive, the green hydrogen industry will not create many jobs. Through taxation, the region and especially small municipalities may gain access to additional revenues though.

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智利安托法加斯塔的绿色氢能和联动发展

绿色氢产业将在未来几十年内大幅增长。为可再生能源提供有利自然条件的南半球周边地区预计将成为新兴全球价值链的节点。这导致人们对发展动力抱有很高的期望。本文评估了智利安托法加斯塔地区基于联系的发展前景。在专家访谈、二手资料以及该地区绿色氢委员会第一次会议上获得的见解的背景下，作者警告不要过于乐观。安托法加斯塔的绿色氢产业受益于与采矿业的横向联系和相关外部因素。与采矿和化学品生产的前向联系具有前景。后向链接很可能仅限于通用的、低附加值的任务。这限制了供应商的产业多元化和升级。作为资本密集型产业，绿氢产业不会创造很多就业机会。不过，通过税收，该地区，尤其是小城市，可以获得额外的收入。