Fuel Cells and Hydrogen Joint Undertaking

Fuel Cells and Hydrogen Joint Undertaking European Hydrogen Infrastructure Activities Bert De Colvenaer, Executive Director Hamburg, 24 September 2014 1

Fuel Cells and Hydrogen technologies can contribute to : Sustainability H 2 is a clean carrier of energy Transport and stationary applications, generate electricity and heat Storage of renewable energy sources Reduction of CO 2 emissions Energy Security Fuel Cells and Hydrogen Energy Security Competitiveness Increase independence from unstable outside regions Sustainability Competitiveness research excellence leading to industry innovation and growth 2

Public-Private Partnership Industry led Fuel Cells & Hydrogen 2 Joint Undertaking To bring to the Industry Grouping NEW-IG 76 members European Union represented by the European Commission Research Grouping N.ERGHY 59 members Both the Industry Grouping and the Research Grouping are non-profit organisations with open membership point of market readiness a portfolio of clean, efficient and competitive solutions based on fuel cells and hydrogen technologies in energy and transport 3

FCH JU Main Achievements 155 R&D D projects financed over 7 calls for proposal covering 5 application area s total value of 900 M with 540 participants from 33 countries: more than 300 industrial companies of which almost 50% SMEs more than 70 research institutes and more than 90 universities Strong participation of Joint Research Centre international cooperation outside EC 4

Transport applications HyTransit 3EMotion - Demonstration of > 260 hydrogen cars - Installation of > 20 hydrogen refueling stations - Demonstration of > 74 hydrogen buses - Demonstration of > 400 hydrogen materials handling vehicles - Demonstration of auxiliary power units for trucks, planes and maritime applications 5

Hydrogen production and storage - Demonstration of high power electrolysers coupled to renewable energy sources - Demonstration of integrated systems - Demonstration of hydrogen production through concentrated solar energy - Hydrogen Underground storage 6

Stationary applications (CHP and back-up power units) - Demonstration of > 1000 residential micro-chp units in 12 Member States (system efficiency > 95%) - Demonstration of 3 industrial CHP projects >1,5 MW - Demonstration of > 37 back-up power systems 7

Fuel Cell and Hydrogen Community +10% average increase of annual turnover (on a 2012 total of 0.5 billion) +8% average increase of R&D expenditures (2012 total 1.8 billion) +6% average increase of market deployment expenditures (2012 total 0.6 billon) +6% growth in jobs per year (~4,000 FTE in 2012) while average EU job market has contracted +16% annual increase in patents granted in the EU to European companies (average 1.5% for all European industries) Source: Trends in investments, jobs and turnover in the Fuel cells and Hydrogen sector, 2012 9

Fuel Cells and Hydrogen 2 Joint Undertaking Transport Road vehicles Non-road vehicles and machinery Refuelling infrastructure Energy Hydrogen production and distribution Hydrogen storage for renewable energy integration Maritime, rail and aviation applications Fuel cells for power and combined heat & power generation Cross-cutting Issues (e.g. standards, consumer awareness, manufacturing methods, ) 10

Fuel Cells and Hydrogen 2 Joint Undertaking Budget : Total : 1.33 B = 665 M (EC) + 665 M (industry + research) Administration : 2 * 19 M 7 calls : 2014-2020 11

A portfolio of power-trains for Europe Publication: 8 November 2010 Available on http://fch-ju.eu 12

Battery and fuel cell vehicles can achieve low emissions C/D SEGMENT CO 2 emissions gco 2 / km 200 180 160 140 2010 ICE gasoline 1 ICE diesel 1 2010 120 100 2010 PHEV 2050 2050 80 60 40 20 0 2010 BEV 2050 2050 FCEV Low emissions and high range 0 200 400 600 800 1.000 1.200 1.400 1.600 Range km 13

H2 Mobility in Germany Initiative gathering the German government and 6 major industrial companies 400 hydrogen stations by 2023 Investment of 350 million Benchmark at international level 2015 2018 2023 14

H 2 Mobility in UK Seeding of Tier 1 regions 1 major cities and connecting roads in 2015 Coverage extended to Tier 2 regions and all major roads <2025 Full population coverage by 2030 # of HRS ~65 ~330 ~1,150 Initial seeding in major population centres Extend coverage to enable close-to-home refuelling to 50% of the population and long distance travel 1 Defined as most attractive regions for FCEV deployment based on vehicle density and per capita income Extend close-to-home refuelling to the whole of the UK, including less populated regions 15 15

Strong International Momentum USA UK France Denmark Germany South Korea Japan Current state of initiatives H2Mobility Germany: Recent announcement made - 350M for 400HRS by 2023 H2 Mobilité: Government and industry partners building common strategy UK H2Mobility: Government and 11 companies developed common strategy Business case in development Danish Government has announced an Energy Plan 2020 that includes a range of initiatives for hydrogen infrastructure and FCEVs, amongst which are significant incentives Government and 13 companies announced program for FCEV mass production and 100 HRS by 2015 connecting 4 metropolitan areas Government announced program to finance and deploy 100,000 FCEV and 170 HRS by 2020 Demo initiatives in California and East Coast H 2 Highway; partially funded by DoE. New "Clean Fuels Outlet" regulation in California requiring deployment of HRS (to avoid penalties). California Fuel Cell Partnership announced roadmap to rollout 68 stations by 2015 H2USA started 16

Clean Power for Transport Package Proposal for Directive on the deployment of alternative fuels infrastructure Build a competitive and resource efficient transport system. Establish long term fuel strategy. Remove technical and regulatory barriers. Facilitate a single market for alternative fuels vehicles and vessels. Associated costs: Electricity = 8 M charging points = 8 B LNG Waterborne =139 refuelling points * 15 M = 2,1 B LNG trucks = 144 refuelling points * 0.4 M = 58 M CNG road = 654 refuelling points * 0.25 M = 164 M Hydrogen = 77 refuelling stations * 1.6 M = 123 M 17

Grouping the existing H2Mobility initiatives would create the start of a European hydrogen network Advanced FCEV and HRS programs: Pre demonstration projections 2014 Scandinavia An initial well distributed network provides coverage across the regions of Oslo and Denmark for FCEVs. Even early fuel cell vehicles can be purchased at an equivalent ownership cost to conventional cars due to taxation policy UK A consortium with significant government presence has developed a strategy based on seeding a national network of 65 stations by 2020. The initial rollout will be focused on the South East (in and around London) Germany 6 H 2 Mobility project partners have signed a term sheet committing to a nationwide deployment of stations to be ready for OEM mass market sales from 2015 Key: TEN-T Corridors Nations with H 2 Mobility initiatives Nations without H 2 Mobility initiatives France A large private consortium has agreed a strategy based on early deployment of captive fleets and associated infrastructure. This will migrate to a nationwide infrastructure for FCEVs 18

By 2015, existing national and European demonstration projects plan to deploy approximately 70 HRS across Germany, France, the UK and Scandinavia Locations of existing or planned HRS by 2015 (>80 kg/day stations) 2015 Scandinavia The Scandinavian network will comprise approximately 12 HRS mainly in Denmark and Norway UK The UK plans to deploy 9 HRS of which 6 will be based in the London area Germany The clean energy partnership plans to deploy ~50 HRS creating an initial nationwide German network France France will have a small number of HRS which will centre around captive fleets The HRS location are indicative Key: >80 kg/day HRS by 2015 TEN-T Corridors TEN-T Corridors linked by early HRS Nations with H 2 Mobility initiatives Nations without H 2 Mobility initiatives 19

FCH JU can contribute to support the H2 Mobility initiatives in the early stages to expand and link the network across Europe The support of the FCH JU can contribute to catalyse the implementation of the national initiatives. A joint approach through FCH JU will also allow the beginning of a pan-european stations and vehicles network. The upcoming FCH JU demonstration projects, from the Call for Proposals, will bring additional stations and FCH vehicles in the coming years. The FCH JU will bring only a small fraction of the total required funding for FCH cars and hydrogen stations; it needs to be complemented from other resources The remainder may come from: private investment, vehicle consumers national and regional government programs And possible also from Other EU programs like the TEN-T programme Innovative funding tools (EIB ) 20

By 2018 a pan-european project can increase the refuelling network across these nations and start to create strategic links along TEN-T corridors Likely expansion of the network by 2018 (>80 kg/day stations) 2015 2018 Scandinavia The Scandinavian network plans to have expanded to 25 HRS by 2018 UK The UK plans to have deployed at least 30 HRS by 2018 Germany The German network will have expanded to 100 HRS by 2018 France The French network will have expanded to ~20 HRS by 2018 Key: >80 kg/day HRS by 2018 TEN-T Corridors TEN-T Corridors linked by early HRS Nations with H 2 Mobility initiatives Nations without H 2 Mobility initiatives 21

By 2020 the H 2 Mobility initiatives would allow nationwide driving in each country and start to expand into neighbouring countries along TEN-T Corridors Likely implementation of the network by 2020 (>80 kg/day stations) 2015 2020 Scandinavia The Scandinavian network will have deployed at least 50 HRS or more depending on FCEV deployment success by 2020 UK The UK will have deployed 65 HRS by 2020 Germany The German network will have deployed over 100 HRS by 2020 to reach 400 HRS in 2023 depending on FCEV deployment success France The French network will have deployed 20 HRS by 2020 HRS removed for illustrative purposes Key: Major Roads covered by HRS TEN-T Corridors TEN-T Corridors linked by early HRS Nations with H 2 Mobility initiatives Nations without H 2 Mobility initiatives 22

By 2023 an established European network will grow in surrounding nations taking learning from the early deployment centres Likely implementation of the network by 2023 (>80 kg/day stations) 2015 2023 Scandinavia The Scandinavian network will have deployed at least 100 HRS or more depending on FCEV deployment success by 2020 UK The UK will have deployed over 100 HRS by 2023 Germany The German network will have deployed ~400 HRS by 2023 depending on FCEV deployment success by 2020 France The French network will have deployed ãround 100 HRS by 2023 HRS removed for illustrative purposes Key: Major Roads covered by HRS TEN-T Corridors TEN-T Corridors linked by early HRS Nations with H 2 Mobility initiatives Nations without H 2 Mobility initiatives Next Phase of H 2 Mobility initiatives 23

There are advantages to linking these initiatives into a common European approach, from a political as well as a technical perspective Benefits Whilst there is a risk of increased complexity if initiatives are linked, there are clear benefits: Political (EU) this approach is consistent with the TEN-T objectives of interconnected highways, as well as the Clean Power for Transport directive, - the approach leads to the formation of attractive international hydrogen corridors A united approach a fledgling pan-european approach will be more attractive to public and private investors considering H 2 activity in Europe than a set of single country approaches Allows for learning the approach is ideal for replication by learning these lessons early in FCH 2 JU, neighbouring countries can rapidly pick-up the successful roll-out strategies Technical benefits allows for sharing of roll-out strategies and technical approaches (HRS and FCEV) as well as acting as a natural platform for testing and developing standards across Europe. 24

Conclusion The overall objective of FCH2 JU is to implement an optimal programme at EU level to develop a portfolio of clean and efficient solutions to the point of market readiness. Germany, the United Kingdom, France and Scandinavia are countries and regions at the most advanced stage in Europe in terms of hydrogen mobility strategy. Instead of competing for public support, a joint approach of these countries would better to derisk first deployments and bring additional benefits for the start-up of a FCEV market in Europe. It would be best that the support would be prioritized each year in order to strongly and efficiently support the countries when needed. The FCH2 JU support will be essential but not self-sufficient to initiate an HRS and FCEV network and market in Europe. The support of TEN-T, a s well as innovative financing tools and the support of local programs will be needed to reach the deployment targets. 25

FCH JU Stakeholder Forum 2014 Wednesday 12 th November 2014 The Hotel, Brussels, Belgium Open to all public; registration required. Program Review Days on 10 and 11 November More info on our website 26

Thank you for your attention! Further info : FCH JU : http://fch-ju.eu NEW-IG : http://www.fchindustry-jti.eu N.ERGHY : http://www.nerghy.eu 27