2020, the tipping year for the water electrolysis industry ... · • Hydrogen fuel cells for...

© Copyright 2020 HYDROGENICS-CUMMINS - 17.03.2020 - CCS 16th UK Hydrogen and Fuel Cells, Birmingham - Public version

2020, the tipping year for the water electrolysis

industry : Hydrogenics-Cummins’ perspective

Baudouin DE LANNOY & Denis THOMAS

Business Development - Renewable Hydrogen

Hydrogenics Europe

_________________________________________________

CCS 16th UK Hydrogen and Fuel Cells –

Coming of Age

17.03.2020, Birmingham, UK


Agenda

1. Introduction to Hydrogenics-Cummins

2. EU and global context for power-to-hydrogen projects

3. PEM and alkaline water electrolysis & review of latest Power-t-X projects

4. The way forward to 2025


Hydrogenics, a Cummins’ company

81% owned by Cummins Inc.

19% owned by Air Liquide

44

Five operating segments

Cummins has a 100-year-long track record of delivering leading power solutions. As we look ahead, we

know our industries and markets will continue to change, and we are committed to bringing our customers

the right technology at the right time.

4

Engine Power

SystemsComponents Distribution New Power

5

The markets we serve

Public

Heavy-duty

Truck

Medium-duty

Truck

Bus

Marine Mining Light-duty Automotive

& Recreational

Vehicle

Construction Oil & Gas Fire &

Emergency

Defense Agriculture Rail

This is not an exhaustive display of Cummins-powered markets. Please refer to cummins.com for the most updated product information.

Power

Generation

6

Powering a more prosperous world in 2019

Countries & territories Global employees Engines built in 2019

Wholly-owned &

independent

distributor & dealer

locations

Invested in research

& development in

2019

Years of industry

leadership

190 61,615 1.4M+

8,000 100$1B

As published in the 2019 10K found on cummins.com

7Confidential

Thad EwaldVice President – Corporate Strategy

8

One segment made of two organizations

Public

E L E C T R I F I E DP O W E R

A B O U T

Designs and manufactures electrified power

technologies and products.

A P P L I C A T I O N S

• On-highway solutions for transit bus,

school bus, medium-duty truck and walk-in

van markets

• Off-highway solutions for construction

equipment, terminal tractors and material

handling

To date, the organization has introduced

complete electrified powertrain solutions in six

markets across seven applications.

A B O U T

Designs and manufactures industrial and

commercial hydrogen generation, hydrogen fuel

cells and MW-scale energy storage solutions.

A P P L I C A T I O N S

• PEM and alkaline hydrogen generators for

industrial processes and fueling stations

• Hydrogen fuel cells for electric vehicles such as

urban transit buses, commercial fleets, utility

vehicles and electric lift trucks

• Fuel cell installations for freestanding electrical

power plants

• Critical power and uninterruptible power supply

systems and “Power-to-Gas”

F U E L C E L L & H Y D R O G E N T E C H N O L O G I E S

9

Cummins: 100 years of power innovation

Global leader in

powertrain technologies,

providing diversified,

dependable power

solutions

10,000of the world’s brightest engineering

minds working together

The power of choice

CLEAN DIESEL NATURAL GAS HYBRID ELECTRIC BATTERY ELECTRIC FUEL CELL

11Public

Footprint

N E W P O W E R


Hydrogenics-Cummins manufactures zero emission hydrogen technologies

Alkaline & PEM Electrolyzers PEM Fuel Cells

WATER (H2O) + POWER HYDROGEN (H2) + OXYGEN (O2)Electrolyzer

Fuel Cell

Industrial

Power-to-X

Mobility

StationarySince 1948 Since 1995


Global & EU context

for power-to-hydrogen projects


World hydrogen market and reference prices


To limit the global temperature increase to max 1.5°C, global CO2 emissions are reduced to net-zero globally by around 2050 (IPCC)

www.energy-transitions.org

http://www.energy-transitions.org/


Renewable Hydrogen in the Energy Transition

Hydrogen produced from renewable power enables the transition

to a cleaner future across all energy sectors and applications.

Link to video – Hydrogenics Renewable Hydrogen Solutions 4:22 min

https://youtu.be/UJXhX4dLMtA


Clean Energy Package

(RED II, EMD, …)

Clean Mobility Package

Smart Integration Package

The EU Green Deal is accelerating ambitious Energy & Climate policies in Europe, directly affecting hydrogen markets in Europe (2021-2030)

Adopted

(2018)

Adopted

(2019)in discussion

DIRECTIVE

DIRECTIVE

REGULATION

EU GREEN DEAL


Alkaline & PEM electrolysers &

Review of latest P-t-X projects


HySTAT® alkaline electrolysers : balance of plant


HySTAT® : 3 standard sizes

Up to 2 cell stacks Up to 4 cell stacks Up to 6 cell stacks

30 Nm³/h 70 Nm³/h 100 Nm³/h

(~150 kW) (~350 kW) (~500 kW)


HySTAT® : hundreds of references in industry

Elemash, Russia

Kirovgrad, Russia

Saint Gobain, Colombia

Nyagan, Russia

Bushan, India

Camao, Brazil


HyLYZER®: PEM Electrolysis Product Development

1999 2003 2012 2014 2015 2017 2018 2019

R&D

Test Large Stack

1.5 MW Cell Stack Dual Cell Stack Design

Field Test 1.5 MW Electrolyzer

Small Scale PEM

Electrolyser

5MW Architecture

(2.6 TPD)

HyLYZER®-1000

Indoor Design


2014First 1.5 MW PEM cell stack

Uniper, WindGas Reitbrook, Germany


FIRST “MW” PEM STACK MEASURED EFFICIENCY201520151st HyLYZER®-300-30

1.5 MW

Uniper, WindGas Reitbrook, Germany

2017HyLYZER® 230-30 - 1.2 MW

5.0 kWh/Nm³

Air Liquide, HyBalance, Hobro, Denmark


2018HyLYZER®-500-30 – 2.5 MW

Indoor Installation

Enbridge, Markham Energy Storage, Canada


Markham Energy Storage Project (Markham), Canada (2018) Secondary Frequency Control for the IESO

+/- 1.05 MW of regulation service for the IESO


MW The electrolyser is operated on a second-by-second

basis by IESO (the power TSO in Ontario, Canada)

Time


Operation of Electrolysers

What does this mean for flexible operations?

From COLD START both types electrolysers can take 20-30 minutes to be supplying gas safely.

For power balancing operations electrolysers can react in 15-30 seconds to demand from STANDBY.

Once in operation an electrolyser can react to load changes in 1 SECOND.

Often the limiting factor is the end user of the hydrogen – storage size, compressor flexibility. How will the hydrogen be used and how often?


2019HyLYZER®-250-30

Expandable to HyLYZER®-500-30

Maximator, Wuppertal, Germany


Air Liquide, Becancour, Quebec, Canada

20198000 kg/day - 20 MW - indoor

Industrial H2 Production


HyLYZER®-4000-30 (20 MW, indoor)


New Benchmark in PEM Water Electrolysis, 2.5-3MW Stack

2019 2014


Product line: HySTAT® & HyLYZER® electrolysers

HySTAT®-15-10 HySTAT®-70-10 HySTAT®-100-10 HyLYZER® -500-30 HyLYZER® -1.000-30 HyLYZER® -4.000-30

Output pressure 10 barg (27 barg optional) 30 barg

Number of cell stacks 1 4 6 2 2 8

Nominal Hydrogen Flow 15 Nm³/h 70 Nm³/h 100 Nm³/h 500 Nm³/h 1.000 Nm³/h 4.000 Nm³/h

Nominal input power 80 kW 350 kW 500 kW 2.5 MW 5 MW 20 MW

AC power consumption

(utilities included, at nominal capacity)5.0 to 5.4 kWh/Nm³ 4.4 to 4.8 kWh/Nm³

Hydrogen flow range 40-100% 10-100% 5-100% 1-100%

Hydrogen purity 99.998%O2 < 2 ppm, N2 < 12 ppm (higher purities optional)

99.998%O2 < 2 ppm, N2 < 12 ppm (higher purities optional)

Tap water consumption <1.4 liters / Nm³ H2 <1.4 liters / Nm³ H2

Footprint (in containers) 1 x 20 ft 1 x 40 ft 1 x 40 ft 2 x 40 ft 2 x 40 ft 500 m² (indoor)

Footprint utilities (optional) Incl. Incl. Incl. Incl. 1 x 20 ft Excl.

Alkaline PEM (Proton Exchange Membrane)


The way forward to 2025


PEM water electrolysis: race to 100MW+ projects

“Bigger is Cheaper”

STEP 1: validation of 20 MW plant (ongoing)

STEP 2: replication of 20 MW modular plants to build 40, 60, 80 and 100 MW

STEP 3: cell stack upscaling and new system design

100 m

100 MW


PEM water electrolysis: drivers for cost reduction

• Product standardization and specialization

• Project upscaling

• Market uptake → higher volumes → cost reduction

• Improvement of the supply chain: more suppliers

• Higher competition → lower margins → lower prices

• Better products : quality, efficiency, higher pressure, lifetime…

• Decrease the use of expensive raw material (catalysts)

• Products will be more compact → less BOP, logistics, civil works

• Synergies with PEM fuel cells (volumes are increasing rapidly there already). The

cost of PEM electrolyzers will benefit from this synergy (+/- same suppliers).


2020, a tipping year for the water electrolysis industry

From niche Upscaling To mainstream First products and demo projects

kW marketWorkshop mode

Immature supply chain Only small Industrial market is commercial

“Hydrogen is a hype“

Product evolution (alkaline, PEM)MW market

Project manufacturing Supply chain development

1st commercial energy applications“Why not Hydrogen ?“

Product standardizationGW market

Product manufacturing Optimized and competitive supply chain

Full commercial market deployment“We always believed in hydrogen”

2015

20252020


Hydrogenics Academy

New dates will be announced soon

Baudouin DE LANNOY | Regional Business Development Manager | [email protected]

Denis THOMAS | EU Regulatory Affairs & Business Development Manager Renewable Hydrogen | [email protected]

mailto:[email protected]

mailto:[email protected]

2020, the tipping year for the water electrolysis industry ... · • Hydrogen fuel cells for...

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