Nel Hydrogen «Hydrogen som energikilde» · Hydrogen •Hydrogen er en «energi-bærer»....
Transcript of Nel Hydrogen «Hydrogen som energikilde» · Hydrogen •Hydrogen er en «energi-bærer»....
Nel Hydrogen«Hydrogen som energikilde»
Bjørn Gregert Halvorsen
Nel Hydrogen
Hydrogen
• Hydrogen er en «energi-bærer».
• Hydrogen er en lett, «usynlig», luktfri gass som sammen med luft eller oksygen er brennbar og kan
brukes som drivstoff
• NEL Hydrogen lager utstyr som kan fylle hydrogen, hydrogenstasjoner
• Hydrogen lages med energi fra en energikilde: Elektrisitet strøm og naturgass er de mest vanlige
• NEL Hydrogen lager utstyr som kan lage hydrogen (og oksygen) fra vann, vannelektrolyse-
anlegg
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Hydrogen Fueling Hydrogen Solutions
..of hydrogen technology
experience and excellence
90 years
1927 1953 1974 2003 2004 2014 2015 2016 2017
Building of the first small
electrolyser, culminating with 3
large scale plants in Rjukan,
Norway with more than 440
electrolysers / 60,000 Nm3/h
Creation of a second large-
scale hydropowered
electrolyser plant, for
supplying hydrogen for
ammonia production in
Glomfjord, Norway
Our renowned electrolyser
technology made available
for other companies and
other industries
Nel opens world’s first
publicly available hydrogen
fueling station in Reykjavik,
Iceland
The first Power-to-Power
demonstration project at
the island of Utsira,
Norway
Nel becomes the first 100%
dedicated hydrogen
company listed on the Oslo
Stock Exchange
Nel acquires H2 Logic,
adding world leading
hydrogen fueling
technology to the product
portfolio
Initiates construction of the
world’s largest manufacturing
plant for hydrogen fueling
stations, with a capacity of 300
units per year
Acquires Proton Onsite to
create the world’s largest
electrolyser company
Company history
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Nel today
Hydrogen fueling stations
Fast fueling of all types of vehicles,
enabling same long range as today
Alkaline and PEM electrolysers
Converting water and electricity to
hydrogen and oxygen
• Hydrogen technology company listed on the Oslo Stock Exchange (NEL.OSE)
• ~200 employees with facilities in Norway, Denmark and U.S.
• World’s largest electrolyser manufacturer with 3500 units delivered in 80+ countries since 1927
• 30+ hydrogen fueling stations delivered 8 countries, entering the U.S. in 2018
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Hydrogen market
“I løpet av perioden 2005 til
2009 skal det være mulig å
kjøre hydrogendrevne kjøretøy
mellom Stavanger og Oslo”
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2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
2,25x 2,56x 2,4 2x?
1x2x
4x 5x
9x
Norgeshistorienv
eh
icle
s
2006-2011 2012-2017 Neste 5 årene
Rekkevidde [km] 120 - 160 500+ 700+
Effektivitet [kg H2/100
km]
1,2 – 2,5 0,8 - 1 ~0,75
Pris Potensiell show-stopper 95%
kostnadsreduksjoner
Som hybridbil
Funksjonalitet i kulde Potensiell show-stopper Løst (-30 C garantert) < -30?
FC effekt-tetthet[kW/l] 1 3 (samme som ICE) 4++
Øvrig Uklart om ICE eller FC
vinner
Kommersielt tilgjengelig Fullverdig alternativ
Noen aktører i 2017 og fremover..
Uno -X NEL Praxair Toyota
Hydrogen infrastructure is being established across the world
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2011 2012 2013 2014 2015 2016 2017
Accu
mu
late
dH
RS
glo
ba
lly
Recent survey increases the importance of hydrogen as a fuel
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KPMG Global Automotive Executive Survey is the compound input from 1000 executives from the automotive industry
“There will not be a single solitary drivetrain technology: Executives project a split by 2040 for BEVs (26%), FCEVs (25%), ICEs (25%) and hybrids (24%).”
Fuel cell electric mobility is now the #1 trend until 2025
Global hydrogen market
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Global hydrogen market, by end-use:
Ammonia Refineries
Methanol Other
• ~55 million ton/year market (~150 BUSD)
• 15% merchant market (5 – 15 $/kg)
• 85% on-site (~2$/kg)
• Only 1% from water electrolysis today, rest from SMR/gasification
• Large potential for growth, driven by increasing focus on:
• climate and renewable energy
• decreasing electricity prices
• decreasing electrolyser CAPEX
• Special focus on refineries and green ammonia
• Account for ~80% of market
• Assuming that total market would be supplied by electrolysis, annual
market potential would be >20 B$/year
Large opportunities for electrolysis within the already existing hydrogen
market
Overall hydrogen market set to grow 10x by 2050
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If high share of renewable energy, electrolysis market can potentially grow >1000x
Hydrogen is becoming relevant in all forms of transportation
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hydrogen
solutions
Significant increase in hydrogen market activities
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• Total value of offers amounted to ~10
BNOK in 2017
• Often long lead times between offer
and order
• Continued good lead generation is key
to continued commercial success
0,0
1,0
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2014 2015 2016 2017
Value (BNOK)
Historical, compound value of budget offers sent from Nel & Proton
Markets served by water electrolysers
RenewablesChemical Industry Power IndustryMetal Industry
Food Industry Glass Industry Polysilicon Industry Transport Sector
Historical market New markets
Laboratories
Life support Refineries
Fertilizer Industry
Project examples
Fueling station for hydrogen trucks in Trondheim, Norway
• For ASKO, Norway’s largest grocery wholesaler
• Onsite renewable hydrogen from electrolysis
• Connected to rooftop solar on warehouse
• Containerized turn-key C-150 electrolyser
• H2Station® for trucks, cars and forklifts
Project examples
First ever triple-dispenser station
Hydrogen storage Station module DispensersElectrolyzer
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35MPa
70MPa
35MPa
Supplying fueling stations to Shell in California
• Nel has exclusive framework contract with Shell (in partnership
with Toyota and Honda) for supply, construction and
maintenance of hydrogen stations San Francisco CA
• Initial purchase order received Q1’17 with value of NOK ~140 million
• Received additional purchase order with value of NOK ~50 million during
Q3
• H2Station® modules expected to ship in H1-2018
• Shell has issued an RFI for additional 100 hydrogen stations to
California
• Visibility on deliveries will help the industry to reduce costs
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Project examples
Locations where Shell receives CEC grants from
current round of funding
Shell hydrogen stations in Northern CA
Exclusive framework contract with Shell
PEM electrolyzer and H2Station® for bus fueling in California
• First integrated Nel/Proton product offering
• One M-400 2 MW Proton PEM electrolyzer
• Two H2Station® for buses
• Total contract value of USD >8 million
• Delivery during 2018
Project examples
High capacity station for 25 buses in CA
Hydrogen storage Station module Dispensers2 MW PEM electrolysis
35MPa
35MPa
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Delivering mega-scale hydrogen fueling stations for Nikola
• Sole equipment supplier to create the largest hydrogen
fueling network in the world
• 16 mega-scale stations covering 2000 miles & up to 450
ton/day
• Signed PO for first two demo stations (each is 1 ton/day)
• Remaining 14 stations will have a capacity ranging from 8 –
32 ton/day
• Installation during 2019 – 2021
Project examples
Entered into exclusive partnership with Nikola Motor
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● Reviewing potential demo-route from plant in Arizona, will support Nikola prototype truck fleet
● Equipment for onsite production and fueling of 70MPa
● 2 Alkaline electrolyzer stacks for hydrogen production – 2 x 1.000kg/day
● 2 x 70MPa dispensers and 2xH2Station® – 2 x 500 kg/day
● Possibility to upgrade fueling capacity later
A-485 Electrolyser – 1.000kg/day
Hydrogen storage, compression and dispensing
Prepared for later upgrade
Nikola: Two demo stations with installation start in H2’18, order of 3.6 MUSD Project examples
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Project examples
Nikola: 14 commercial stations – from 8 to 32 ton/day at each site
Low pressure StorageCluster 8-
Electrolyzer
High pressure
storage and
dispensing 24
32 ton/
day
8 ton/
day
• Potential project of ~20 MW electrolysis
• Renewable hydrogen for multiple purposes:
• Replace fossil hydrogen used in refinery process
• Energy storage and power generation
• Hydrogen used for transportation purposes
• Other value streams:
• Oxygen used locally within refinery
• Heat used for city district heating
• Solution relevant for oil refineries across the globe
Multi-value stream project in Denmark
Potential large scale energy storage project in Fredericia, DenmarkProject examples
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Shell oil refinery in Fredericia, Denmark
World’s largest power-to-gas project planned for France
• H2V PRODUCT (FR) will inject hydrogen into natural gas grid in
France
• In dialogue with French government on incentive scheme to
realise the project
• Largest power-to-gas project in history
• 700 MW | 380 M$ project
• Direct injection of hydrogen and biogas in natural gas grid
• Design is ready & land secured
• Project phase during 2018 – 2025
• Location: Les Hauts and Normandie-regions in France
• Planning for significant expansion of electrolyser
manufacturing capacity
Project examples
700 MW electrolyser plant for power-to-gas in Northern France
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Other large, industrial opportunities
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Project examples
• If employed at Tizir, currently the largest CO2-emitting
source in Norway (in one location)
• Reduces emissions drastically, ~90%
• Needs ~30 tons of hydrogen per day
• Equivalent of 60,000 vehicles
• Applicable for several other industries, e.g. large steel
mills, etc.
Exchanging coal with hydrogen as a reduction
agent
TiZir plant in Tyssedal
Hydrogen ferry project
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Project examples
Nel part of the Norwegian project “HYBRIDskip”
• Purpose of project: establish knowledge base for longer
journeys/operational times in bigger vessels, based on
battery and hydrogen technology
• Target to realize a hybrid-ferry in operation by 2020
• Nel role: provide information on fueling/bunkering,
techno-economical analysis and safety considerations
Fiskerstrand FV Hydrogen powered – Zero emission
Hyon AS, a one-stop-shop for complete hydrogen energy solutions
• Joint venture between Nel ASA, Hexagon Composites ASA and
PowerCell Sweden AB
• Utilizes each partner’s respective world-leading technologies and
competencies to manage and develop projects for effectively
integrating and optimize zero-emission power solutions for the
customers
• Main, initial focus: maritime sector
• Strong maritime competence in Hyon, and high focus on zero-
emission maritime solutions in Norway
• Also targeting hydrogen energy storage projects
Project examples
Scandinavian powerhouse on hydrogen
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Uno-X Hydrogen – establishing hydrogen infrastructure in Norway
• Uno-X Hydrogen received support to establish 2 new hydrogen
fueling stations in Ås & Hvam, Akershus
• After installation, JV will operate 5 HRS in Southern Norway
• Target: 20 stations by 2020
• Åsane, Bergen opened formally 26th of January 2018
• Currently ~100 FCEVs in Norway, annual sales growth of >2x
Project examples
20 MNOK support for establishment of 2 additional HRS in Akershus in 2018
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Technology development
Rotolyzer® status
• Design and technical solutions improved to facilitate higher
capacity and commercial hydrogen production
• Currently installed and running at Nel Electrolyser Test Center
• Test center is equipped with infrastructure dedicated for testing of
advanced electrolyser systems
• Initiate long-lifetime tests during fall of 2017, assuming improved
design is verified (incl. performance/business case)
• Target commercial launch in 2018 (10 Nm3/h)
• Continue development to increase scale over time
Nel ASA Q2 2017
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Nel Hydrogen Electrolyser
Project running according to plan 100x smaller than ATM from high
pressure and centrifugal effect
Main principlesProduct and technology roadmap – more to comeNel Hydrogen Electrolyser
• Stack size 1/4 vs. atmospheric, to be tested during H2’17
• Potential to improve both efficiency and reduce cost,
especially designed for a fully automated production line
High pressure alkaline
Nel ASA Q2 2017
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1.
2.
3.
1m
Atmospheric alkaline = 485 Nm3 capacity
12m
2m
6m
High pressure = 500 Nm3
Considering significantly larger capacity per stack
Nel Hydrogen Fueling
• Global leader within hydrogen fueling solutions for vehicles, first to adapt the newest fueling standards
• Delivered more than 30 stations in 8 countries across Europe since 2003
• Highest reported availability and innovative, in-house developed technologies
High capacity, smallest footprint
200 kg/day, 10m2
Flexible installation, smallest footprint
50 m from station, 1/3 size of normal dispenser
Largest manufacturing facility
300 station per year capacity
Nel Hydrogen Fueling
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Nel ASA Q2 2017
Station Module DispenserHydrogen Fueling
storage
Hydrogen supply
storage
H2Station®
• Compact modular turn-key system with flexible site integration
• Designed for volume manufacturing for EU & USA
Fueling station modules – designed for volume manufacturingNel Hydrogen Fueling
70MPa
35MPa
35MPa
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Nel ASA Q2 2017
Number one by nature