Årets Gaskonference den 1. november 2017 Fremtidens Gasforsyning

Transcription

1 Årets Gaskonference den 1. november 2017 Fremtidens Gasforsyning Kl Hydrogen Mobility in Denmark - Air Liquide Perspective Jean-François Ducholet, Vice President Europe Asia, Air Liquide 17/ / NSN 47

2 H2 Mobility In Denmark Air Liquide Perspective Air Liquide ab&t / Copenhague / November 1st 2017

3 Key figures

4 One Business, several activities 3

5 Our ambition: leadership in H 2 Mobility Lead activation of H 2 Energy Markets in particular H 2 Mobility Be Major Mobility player Maintain leadership across the full value chain from H 2 production to delivery at the pump TECHNOLOGY INVESTMENT CUSTOMER EXPERIENCE 4

6 Technology leveraged across the value chain Efficient Sustainable Safe Reliable Competitive Technology covering the whole Hydrogen Energy value chain 5

7 Everything we do leads to CO 2 - free H 2 mobility 50% of H 2 energy from carbon-free processes by 2020 A commitment to meet both environmental requirements and economic constraints Achieving Blue H 2 1. Natural gas reforming + CCS 2. Water electrolysis (renewable, nuclear) 3. Biomass gasification 4. Biogas reforming 6

8 Beyond mobility, H 2 is the energy vector of the future H 2 can be produced from any regionally prevalent primary energy source Enhances energy system flexibility, through outstanding Energy Storage capabilites H 2 is critical to increase the share of renewable energies in the Energy mix Reference: IEA Technology roadmap, Hydrogen & Fuel cells,

9 Pioneering innovative H 2 mobility projects worldwide Air Liquide Hydrogen Stations 75 delivered end invested and operated by Air Liquide in 2015 in 2016 in 2017 America s Europe Asia 8 8

10 AL partnerships in H 2 mobility projects 9 9

11 Innovative business models to accompany new usages Captive fleets are catalysts for take-off Captive fleet niches: buses, light commercial vehicles, taxis An emissionfree Paris Targeting 70 taxis by the end of 2016 Speeding-up energy transition for taxis and 600 within 3 years Value is created by mutualising Hydrogen Stations infrastructure with private users 10

12 We are finding solutions to infrastructure challenges Main issue Under-utilization of Hydrogen Stations and Valley of Death periods H2 Station cash flow curve Innovative funding solutions Guarantee mechanisms from Governments attract Private Debt and secure lenders against FCEV ramp-up risk Managed through issurance and buy-back of Carbon Tickets Advantages Source : IEA, H2 roadmap 2015 Attract private capital into H 2 infrastructure development (banks, funds) Convergence of interests between project promoters and Governments Limited impact on budget/public debt Strong leverage effect 11

13 Established in the Nordics since 1906 Specifically in Denmark, Air Liquide; More than 150 employees A 50 M turnover Since 2014, Air Liquide has decided to invest in Denmark s clean transportation sector, more specifically in Hydrogen (H2) mobility, because of Denmark pioneering in Renewable energy development, its 100% fossil fuel 2050 independence target & its specialized H2 cluster of enterprises. Copenhagen Hydrogen Network 10M investment Hybalance Project 15M + investment 12

14 An attractive force 13

15 An attractive force Denmark walking the talk The need for energy storage will become more & more important 14

16 Some illustrations A week in the spot and regulating markets in Denmark West (DK1)) January 2016 Excess of production during windy off-peak periods 15

17 The surplus are exported, but at low price On 2015/07/09, Denmark found itself producing 116% of its national electricity needs from wind turbines, and by 3 AM the next morning (Friday), when electricity demand dropped, the figure had risen to 140%. 16

18 Power mix and GHG reduction in the Transport The increasing share of green power with excess of production during windy off-peak periods is a good opportunity to reduce GHG in the mobility sector Power to H2 A consistent Value chain Fuelling FCEVs 17

19 Our involvement in Denmark CHN DHF HRS Opened in HyBalance: green hydrogen source planned for Q Korsor Kolding Key figures Five (5) 700 b charging stations across Dk All stations fed with on-site electrolysers Investment: ~ 10 M total European & Danish Funding 18

20 AL Experience Largest PEM to be commissioned Local industrial customer Industrial off-takers Grid services spot price arbitration H2 200b Surplus RE H2 H2 1,25 MW PEM Electrolyser 200bar 700 bar Conditioning center HRS capacity 50 to 100 kg/d On-site Electrolyser 700 b supply Complete Wind to H2 supply chain Refueling stations 19

21 Hybalance project details Power to Hydrogen project in Hobro 15M investment Operations: 5 permanent jobs Construction works 1 year: 15+ direct & 25+ indirect jobs European Funding: FCHJU Danish Funding: ForskEL Benefits for Denmark: Serve Renewables deployment Initiation of Grid balancing services Close collaboration with local entities and universities NEAS, Cemtec & Energinet.dk Significant Power to H2 project and development of a state of the art clean H2 production facility to service Denmark H2 mobility growth Timeline CONSTRUCTION & TESTING COMMERCIAL OPERATIONS (15 years) HyBalance-DK ForskEL Jan HyBalance FCHJU Sept

22 HyBalance contribution to transport GHG Projections are showing a continuous growth of the emissions in the transport sector In the period 2010 to 2020, the passenger cars represent around 7 Mio tons CO2 equivalent HyBalance is capable of a fleet of more than FCEV assuming 1kg/100km & kms/ y per FCEV From green electricity to H2 cars via HyBalance, 145 g CO2 / km can be avoided It represents: tons / year of CO2 avoided 0,03% CO2 reduction of the overall GHG emissions from passenger cars Source: The Danish Climate Policy Plan August

23 Implementing today tomorrows integrated energy systems National HRS network already in place More than10 operating HRS 5 HRS operated by CHN, a JV between Air Liquide and Nel. Significant Government support For the development of renewables 42% Wind penetration FCEV commitments through 2019 with tax exemption, one of the World s highest FCEV incentive Denmarkisattheforefrontoftheenergytransition.Itisakeycountrytodemonstrate the interest of fueling fuel cell cars with the excess of wind power stored as hydrogen. 22

24 Working on resolving the key Challenges Hybalance / CHN Project needs: FCEV tax exemption reconduction Done on October 10th 2015 PSO exemption Done but with gradual Current challenges Even if FCEV tax exemption has been reconducted, only 20 or so new FCEV since the beginning of 2016 (Total car fleet as of Oct 2017) Need to debottleneck situation, some suggestions: Company car taxable benefits exemption for FCEVs Develop taxis project/s or other fleet projects Additional qualitative incentives: Free parking &/or Bus lane access Next AL investments in H2E in DK will be triggered by Passenger Mobility market pick-up from 77 to FCEVs Hybalance & CHN H2 generation capacity > 500 kg/d Fleet projects Ex: 1 taxi consumes 5 times more than a regular passenger car thus 30 to 60 taxis can load an HRS. Mass transportation projects Train or Buses Will require a specific / dedicated infrastructure Air Liquide & CHN are looking to participate in any activity / platform to promote the use and ultimately the sales of FCEVs in Denmark 23

25 24 Thank you for your attention

26 A fuel cell electric vehicle (FCEV) Producing electricity from Hydrogen and Oxygen can be applied to any vehicle cars, buses, forklifts, trucks, trains, aircrafts 25

27 The engine revolution favours H 2 By 2050, 1 in 4 of us will already be driving a Hydrogen energy car. Hydrogen will be on every corner like petrol is today. Electrification of vehicles will help transitioning towards Hydrogen FCEVs Source: Toyota 26

28 Major OEM s are leading the way Mirai commercialized since 2015 Production capacity = 3,000 / yr 30,000 / yr from 2020 Tucson commercialized since 2014 Production capacity = / yr 6,000 / yr from 2018 Clarity commercialized since 2015 Production capacity = 1,000 / yr New model to be released in

29 Air Liquide in the Nordic countries > 200 million revenue ~ 500 employees ~ 50,000 customers > 50 AL sites /06/2012 IMS Group audit