PowerToGaz - McPhy Energy New Business Models in Europe? 4th of February, HyVolution, Paris

Transcription

1 PowerToGaz - McPhy Energy New Business Models in Europe? 4th of February, HyVolution, Paris

2 Agenda PowerToGas : H2 and Gas just an «old» story? Energy Transition : trends and opportunities (reminder) McPhy Energy : Who we are? PowerToGas : - Principles &Business Models - Technological Examples in Europe Key Learnings 2 H2 workshop

3 injection Hydrogen : a technology «enabler» for energy transition Energy Production Conversion Energy Storage Application Solar Energy Électrolyse / Storage H 2 H2 Mobility (H 2 -Fuel) H2 Station H 2 FC Cars / Hythane Wind Energy Intermittent Production CH 4 H 2 H2 Energy Grid Gas Grid Storage CH 4 H 2 Power-to-Gas Nuclear 3 H2 workshop Stable Production H 2 CO 2 Methanation CO 2 / autres H 2 H2 Industry Usage Industriel H 2 Regulatory environment is evolving & new business models are under construction 3

4 P R O D U C T S P R O D U C T I O N C O R P O R A T E McPhy, Key Steps years of development within CNRS & CEA Creation 4 staff Fund raising 1.6m Fund raising 13.6m Commercial development start Fund raising 10.1m Piel acquisition Enertrag HYTEC acquisition 13 staff 38 staff 70 staff IPO 32.0m 87 staff Partnership Projects Development Academic and Entrepreneurship roots 1 st production line fully operating 2 nd production line Electrolysers production line Piel product expertise rely on long industrial history Lab scale 1kg H 2 Electrolyser 1 st small commercial storage 4kg H 2 Range of large H 2 storage 100 kg H 2 Electrolyser Integrated units with electrolyser 4

5 Industrial Footprint A strong industrial and European footprint France (La Motte-Fanjas & Grenoble) H 2 solid storage Test Platform & R&D center Italy (San Miniato) <500KW electrolysers Germany (Wildau) >500KW electrolysers 5

6 A Large Range of Solutions : H2 generators & solid storage, Small & mid Electrolyser <500 kw 1/100 Nm 3 /h A portfolio of innovative products & Services Designed for P2G Projects Large Electrolysers >500 kw 100/500 (or more) Nm 3 /h Engineering & system Disruptive H 2 solid storage technology Maintenance and Technical Assistance Energy Performance Contract Integrated HRS for Moblity Project Developpment under way T addressing 2 main high-growth markets INDUSTRIAL HYDROGEN ENERGY & MOBILITY 6

7 Agenda PowerToGas : H2 and Gas just an «old» story? Energy Transition : trends and opportunities (reminder) McPhy Energy : Who we are? PowerToGas : - Principles & Business Models - Technological Examples in Europe Key Learnings 7 H2 workshop

8 Renewable Energy and Electric Peak : the role of H2 Storage PowerToGaz : a global Business Model to leverage Electric Peak with production of H2 and development of new revenues : gaz injection, mobility, industry, grid services. Surplus Gaz Injection Direct injection into the gas grid : sin Gas or direct H2 (from 2 to 6%) 1 à 10 MW Mobility H2 Used for HRS from 0,1 to 1 MW Multi Usage H2 Used for Energy, Mobility, Industry 8 H2 workshop

9 P2G : Different Bus Model Exist Business Model Ref. E- source Gaz Type Gas Grid Injection Grid Balance Mobility Industry Gas Injection Audi Werlte, JUPITER SinGas (methan) and/or H2 Mobility & Service Ingrid H2 Multi- Usage Prenzlau, Mainz SinGas and/or H2 / kg or MWH H2 Volume Different Business Case Exist A Multi application approach can help maximize revenues 9

10 Agenda PowerToGas : H2 and Gas just an «old» story? Energy Transition : trends and opportunities (reminder) McPhy Energy : Who we are? PowerToGas : - Principles & Business Models - Technological Examples in Europe Key Learnings 10 H2 workshop

11 PowerToGas : some key reference and technological examples AudiWerlte (All) Storage of Wind Gas Nm3/h 6 MW Into Service since beg Bari (Italie) Storage of Solar Gas Delivery Phase Prenzlau (All) Storage of wind gas 100 Nm3/h O,5 MW In Service since summer 2014 Jupiter (Fos) Storage of Wind Gas 200 Nm3/h 1MW Engenering Phase Possibility to combine with H2 Mobility (option) 11 H2 workshop

12 egaz Werlte Audi :un des premiers projets P2G en Europe Produire de l Electricité Stocker du WindGaz et du BioGaz Distribuer un Gaz Vert CONFIDENTIEL P2G workshop 12

13 13 P2G workshop Werlte, integrated facilities: Biomass H2 Methanation CH4

14 14 P2G workshop H2 production with 3 x 2 MW Electrolysers McPhy Energy (Enertrag)

15 15 CONFIDENTIAL P2G workshop 6 MW H2 Alcalin soit Nm3/h en service depuis fin 2013

16 Italie Projet Ingrid INGRID PROJECT 1000 kg H MWh PtG & green H 2 for industry/transport Italy 2014/

17 Prenzlau Green Peace & Total Injection Réseau 0,5 MW H2 Alcalin soit 500 Nm3/h en service depuis fin H2 workshop

18 JUPITER 1000 un projet innovant porté par un consortium solide coordonné par GRT Gaz Consortium : 7 Partenaires Industriels, 1 Laboratoire R&D Une plateforme innovante : Capture de CO2, Production d H2 (1 MW) et de Méthane de synthèse 18 CONFIDENTIAL H2 workshop

19 Some Key Learnings Give preference to a global approach vs. single usage Work at territory Level, taking into account local opportunities / constraints, Build the project with Local Partners, Stake Holders Upstream : Secure Electricity Supply Downstream : analyze market potential and secure a «base line» of revenues on each market segment : Gas Injection x Grid Services x Industry x Mobility Secure BP by mixing different source of revenues on a medium term period Anticipate both regulation and permitting impact 19 H2 workshop

20 20 H2 workshop Questions?