HYDROGEN STATUS OG ROLLE I FREMTIDIG ENERGISYSTEM VÅRE OBSERVASJONER

Transcription

1 HYDROGEN STATUS OG ROLLE I FREMTIDIG ENERGISYSTEM VÅRE OBSERVASJONER Presentasjon på NVEs energidager, 19.okt 2018 Vidar Eide, VP Early-phase initiatives, New business

2 Kort om Statkraft Installed capacity MW 97% renewable energy NORWAY SWEDEN Power production 63 TWh employees UK IRELAND GERMANY NETHERLANDS USA San Francisco FRANCE ALBANIA TURKEY NEPAL SOUTH EAST EUROPE INDIA PERU CHILE BRAZIL 2 Blanding av norsk og engelsk også i det etterfølgende

3 Energisystem i endring Global emissions GtCO 2 e, 2010 Norway s emissions MtCO 2 e, 2014 Statkraft business development areas Power Power, Heat Waste 1 Gt 12 Gt 0,8 Mt 2,4 Mt New hydro, wind, solar Providing/matching PPAs Buildings Res, Com 3 Gt 1 Mt Virtual power plants Clean district heating Industry Oil, Gas, Coal Metals, Cement Other 5 Gt 4 Gt 5 Gt 7 Mt 6 Mt 15 Mt Attract power-intensive industries to Norway EV charging Transport Land Sea, Air 1 5 Gt 2 Gt 4 Mt 12 Mt Hydrogen Biofuel from wood Land use Agriculture Forestry 2 7 Gt 5 Gt -26 Mt 4 Mt Venture investments (across all sectors) 3 Global emissions source: (IPCC, 2014) Climate Change 2014: Mitigation of Climate Change, Norway s emissions source: (SSB, 2015) Utslipp av klimagasser, 2014, NB! Remapping SSB categories to IPCC, minor mismatch left. 1 Norway: excludes international transport; 2 Includes land use change

4 Trends Today Status: Hydrogen produksjon og bruk Production methods Application areas Coal gasification Steam Methane Reforming Industry Industrial by-product Biogas SMR Electrolysis H 2 Current world production 60 megatons Annual growth 6% Pipeline injection H2 derivatives: Syn fuels, methanol & ammonia Transport Building CHP 4

5 Trends Today Status: Håndverk, ikke industriell produksjon Production methods Application areas SMR proven, mature technology Coal gasification Steam Methane Reforming Industry CCS known tech, expensive Project design specific to each new site Industrial by-product Biogas SMR Electrolysis H 2 Current world production 60 megatons Annual growth 6% Pipeline injection H2 derivatives: Syn fuels, methanol & ammonia Transport Building CHP Electrolysers & Fuel cells are project/order based today, but is suitable for industrialization & automation like PV & batteries 5

6 Potensial: Brenselcellekostnader faller For bilindustri For stasjonært 6 Source (left): DOE Hydrogen and Fuel Cells Program Record (2017) Source (right): A H2FC Supergen White Paper 2014, Imperial College London

7 Potensial: Elektrolysørkostnader faller Leverandørtilbud mottatt er godt under 2020, nesten 2030, anslaget til analysehus 7 Source: IHS Markit

8 Interessant for Statkraft Power and grid fees close to 80% of hydrogen cost Optimizing these cost items during design and operation will be critical Grid fees can be lower in many European locations, making power an even larger lever Producing H2 from inflexible power generation and inflexible power demand. 8 Source: IRENA 2018 Hydrogen from renewable power

9 Overdreven debatt om konkurranse mellom blå og grønn H2 - begge vil utvikles & behøves Hydrogen er DYRT å transportere Avkarbonisere varmesektor Store klynger med kjemisk industri Lokale verdikjeder & early movers Fravær av H2 infrastruktur 9

10 Potensial/fokus: H2 bruk i industri og transport Industry sector Usage Transport sector Usage Metallurgical industry Refineries Reduction agent High-temp heat Bio-carbon Upgrading Synthetic fuels Road Construction & warehouse Commercial vehicles with high utilization Power & heat Machinery & internal logistics Fertilizer production Aquaculture Ammonia Replace diesel genset and vessels Rail Maritime Regional routes with less traffic Near-shore: ferries, fast ferries, ++ Far-shore: possibly syn fuel, ammonia, 10

11 THANK YOU Vidar Eide, VP Early-phase initiatives, New business