Hydrogen Council - Mission InnovationDeep Dive Workshop Innovation

Large Scale markets

17-18 October 2018

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The Hydrogen Council

• A global CEO-level initiative, launched at the World Economic Forum 2017, in Davos, January 2017

• With the ambition to:

– Accelerate their significant investment in the development and commercialization of the hydrogen and fuel cell sectors.

– Encourage key stakeholders increase their backing of hydrogen as part of the future energy mix with appropriate policies and supporting schemes.

• Composed of leading energy, transport and industry companies with a united vision and long-term ambition for hydrogen to foster the energy transition

• Membership increased from 13 steering members to 33 Steering members and 20 supporting members

• From 12 countries, covering three main regions : Europe, Asia and North America

• Co-chaired in 2018 by Air Liquide & Hyundai

http://hydrogencouncil.com/

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H2 roles in the energy transition

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Main challenges

Clean H2 production: - Electrolysis- Carbon Capture & storage

Power production: H2-TurbineREN integration: Stationary Fuel Cells

H2 supply chains: - Conditioning- Transport (P/L, ships, trucks)- GH2/LH2

H2 storage- Cyclic operations of

H2 caverns

Transport: - Refueling (GH2/LH2)- LDV/HDV FC & H2 storage

components and integration

Industry energy: Adapted boilers/furnaces

Industry feedstock: Existing process=> new clean production pathwaysNew processes => steel, carbon re-utilization

ResidentialDistribution/InjectionDomestic appliancesmicro-CHP

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Building the H2 economy: journey

Infrastructures

R&D / Techno Dvt

Product Dvt

Markets

Initial technoPoC, demo

First commercial products Pre-series

Early infra for early roll-out of applications

Securing early markets

Upgrade products

Enabling techno bricks

New concepts, new technologies

Large scale infrastructure deployment

Mass market uptake

“BaU” product development

Techno & product innovation

Supporting R, D&D

&

Infrastructure expansion

REX = Return on Experience form field, enabling virtuous feedback loop between market uptake, infrastructure deployment and innovation

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Building the H2 economy

Infrastructures

R&D / Techno Dvt

Product Dvt

Markets

Initial technoPoC, demo

First commercial products Pre-series

Early infra for early roll-out of applications

Securing early markets

Upgrade products

Enabling techno bricks

New concepts, new technologies

Large scale infrastructure deployment

Mass market uptake

“BaU” product development

Techno & product innovation

Supporting R, D&D

&

Infrastructure expansion

REX = Return on Experience form field, enabling virtuous feedback loop between market uptake, infrastructure deployment and innovation

Scaling-up as key to unlock H2 potential

Source: Strategic Analysis Inc. for DOE

Non technical measures (policies, regulation, innovative support schemes) are key to:

- Develop markets for H2 applications- Reduce costs - Secure investment in production

capacity and infrastructures

And then to foster innovations

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Upstream/midstream issues

Clean H2 Production

Logistics and supply chain○ Gaseous H2 (GH2)

■ Increased pressure for bulk transportation■ Optimisation of injection hydrogen into gas grids

○ Liquid H2 (LH2)■ Development of new material for low temperature (below -253°C)■ Scaling up of technologies for liquefied hydrogen storage and transport

○ Storage■ Under and above ground storage ■ Identification of materials and material structures to store hydrogen at low pressure with

hydrogen release at moderate temperature (e.g. 40-60 °C)

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Transportation 4

● Technologies for cost reduction for hydrogen refueling stations

for various vehicle design

○ Gaseous H2/Liquid H2 design

○ Gaseous and Liquid supply chain

● New technologies for hydrogen storage in automotive

applications

● H2 components efficient integration in FC Vehicles

● Development of very highly durable core component materials

for deep decarbonization of transport (Fuel Cell Bus & Truck,

Taxi, Commercial vehicles)

○ High durability membranes

○ Improved catalysts

○ Optimized electrode structure (design and manufacturing

technique)

○ Cell structure simplification

2030 milestones

▪ 1 in 12 cars in Germany, Japan, South

Korea, and California powered by

hydrogen

▪ Globally 10 to 15 million cars and 500,000

trucks powered by hydrogen

▪ Deployment of hydrogen-powered trains

and passenger ships

2050 target picture

▪ Up to 400 million passenger vehicles (~25%),

▪ 5 million trucks (~30%), and more than

15 million buses (~25%) running on hydrogen

▪ 20% of today’s diesel trains replaced with

hydrogen- powered trains

▪ 20 million barrels of oil replaced per day,

3.2 Gt CO2 abated per year

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Industry feedstock

● Fundamental and applied research on the

feasibility of using hydrogen as

○ a chemical feedstock (beyond existing uses

such as fertilisers)

○ in various steel production processes

● Modeling reaction

● Materials

● Process & plant simulation

2030 milestones

▪ Steel plants pioneering zero-carbon iron

making using hydrogen reduction (using

about 100,000 tons hydrogen)

▪ 10 to 15 million tons of methanol and

derivatives, such as olefins and

aromatics, produced from clean hydrogen

and carbon (using about 2.5 million tons

hydrogen)

▪ Demonstration of clean hydrogen use in

chemicals and refining industries

2050 target picture

▪ 10% of crude steel production, about

200 million tons, based on hydrogen, saving

190 million tons of CO2 per year

▪ 30% of methanol and ethanol derivatives

produced through hydrogen and carbon,

recycling 360 million tons of CO2 per year

▪ Existing feedstock uses for chemicals and

refining industry decarbonized, saving 440

million tons of CO2 per year

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Industry energy

● Feasibility of hydrogen use in industrial settings

● Efficient use of hydrogen for heat & power

production, via fuel cells or optimisation of

combustion turbines and generators

2030 milestones

▪ One in ten steel and chemical plants in

Europe, North America, and Japan uses

hydrogen for low-carbon production

▪ 4 million tons (0.6 EJ) additional hydrogen

used

2050 target picture

▪ 12% of global industry energy demand

(16 EJ) met with hydrogen – 23% of high-

grade, 8% of medium-grade, and 4% of low-

grade heat and power

▪ ~1 Gt CO2 abated per year

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Building heat

and power

● Distribution grids

○ H2/CH4 mixtures

○ Pure H2

○ Material, components

● H2-fired Appliances

○ Boilers, burners, cookers

● Micro-CHP, stationary FC

● Boilers & furnaces

● H2 gas turbine

2030 milestones

▪ The equivalent of 6.5 million households

heated with blended or pure hydrogen

using about 3.5 million tons (0.5 EJ) of

hydrogen

▪ 10% of users connected to the hydrogen-

natural gas grid using fuel cell combined

heat and power units (micro-CHPs)

2050 target picture

▪ 8% of global building energy use for heat and

power (11 EJ) provided by hydrogen

▪ About 700 Mt CO2 abated per year

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Building the H2 economy: step-up needed

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Overview in the different sectors

Electrolysis- Stacks- Balance of plant

CO2 capture & storageNew concepts

Clean H2 prod

LiquefactionCompressionStorage facilitiesPipelinesShips

H2 supply chain

Distribution gridsH2-fired AppliancesMicro-CHP, stationary FCBoilers & furnacesH2-Gas Turbines

Heat & Power

Fuel Cell costs & performance: durability, cyclability...On-board storageIntegration in platforms[All types of vehiclesLDV/MDV/HDV]

Transport - FCV

CompressionCooling cyclesGH2/LH2 stationsIntegration with decentralized prod.

Transport - HRS

Routes for H2 for steelH2 /CCUModeling, material, processes

Industry