HANNOVER MESSE | APRIL 2017 SIMON BOURNE | CTO · Presentation Contents: • Company Snapshot • Markets by Scale • The 10MW Module • Scaling to 100MW • System Efficiency •

SCALING PEM ELECTROLYSIS TO 100MWHANNOVER MESSE | APRIL 2017SIMON BOURNE | CTO

Presentation Contents:

• Company Snapshot• Markets by Scale• The 10MW Module• Scaling to 100MW• System Efficiency• System Costs

£22.64m under contract | £1.72m in negotiation | £24.36m total*

*As at 18th April 2017


RAPID RESPONSE ELECTROLYSER

ITM Electrolyser

Clean Fuel

Energy StorageWind Power

Grid

Scalable | Rapid Response | Self pressurising

PEM ELECTROLYSER SYSTEMSHYDROGEN ENERGY SYSTEMS

ACHIEVEMENTS IN CALENDAR YEAR 2016HYDROGEN ENERGY SYSTEMS

MARKET OFFERING

Rapid Response | High Pressure | High Efficiency | MW scale

• Rapid response: less than 1s; for primary grid balancing• High pressure: self pressurising; for direct injection• High efficiency: 77% (Thuga); 86% (RWE) heat recovery• MW scale: >1MW modules available today• Packaging: Containerised or indoors• Compliant: EU & USA• Operations: 3yrs in the field

HYDROGEN ENERGY SYSTEMS

Company image

TODAY’S PRODUCTS

STACK PLATFORMModular design approach

• Proton Exchange Membrane technology• Differential pressure operation• Oxygen pressure close to ambient• No tie-rods | Rapid assembly | Rapid

exchange• Process temperature of circa 55oC• Mature PEM technology• Low part count & lean principles

• Cell Area: 1,000cm2

• Cells/Stack: 100• Current Density: 3A/cm2

STACK METRICSHYDROGEN ENERGY SYSTEMS

New low cost, high performance stack technology |800 kg/day | 2MW

CONTAINERISED PRODUCTS

PRODUCT MIX

83kg/day245kW

250kg/day693kW

536kg/day1.46MW

1,340kg/day3.62MW


CAD images of actual product

SCALE

MARKETSMETHODOLOGY10MW MODULEEXPANSION TO 100MW

MARKETS BY SCALEHYDROGEN ENERGY SYSTEMS

The Tehachapi Energy Storage Project features 604,832 lithium-ion battery cells, housed in 10,872 modules of 56 cells each, stacked in 604 racks arranged in rows.

Stock image

MARKETS BY SCALE

1 ‐10MW•Bus refueling station• Small Power‐to‐Gas• Pilot schemes

10 ‐ 60MW• Large transport schemes• Power‐to‐Gas installations• Chemicals industry

60 ‐ 100MW• Power‐to‐Gas installations• Chemicals industry• Refineries

Larger systems to address more markets

• Traditional PEM electrolyser systems have been small scale• Advantages of PEM are enabling new business models• Demand for larger PEM systems is growing quickly• Rapid response is the key

DESIGN METHODOLOGYHYDROGEN ENERGY SYSTEMS

The Tehachapi Energy Storage Project features 604,832 lithium-ion battery cells, housed in 10,872 modules of 56 cells each, stacked in 604 racks arranged in rows.

Stock image

SCALE UP METHODOLOGYModular design for flexibility & speed

• Modularity to maintain a flexible product offering• Containerised sub-systems for ease of lifting & installation• Low cost steel frame building with mezzanine• Access larger scale quicker• Reduced technical risk through known technology• Standardisation principles are maintained• Definition of 10MW module for replication

10MW stack skid

• 10MW stack skid in a 40 foot container• Individual control of each 2MW module• Waste heat recovery option• Integrated ventilation strategy• Energy density of >8,000kWhr/m2

(when run for 24 hrs)

10MW STACK SKIDHYDROGEN ENERGY SYSTEMS

DEFINING A NEW STACK SKID

10MW STACK SKIDHYDROGEN ENERGY SYSTEMS

Sub | Heading

• Stuff• Stuff• Stuff

100MW ELECTROLYSER PLANT DESIGNS

Oxygen / Water Outlet Manifold

PEM Stack Module

Dynamic Compression Stack Skid

AtEx Extraction Fans

Engineer Access

40 Foot Container

Skid

Plate Heat Exchanger

Purification module

• Packaged in 30 foot container frame• Input water purification• Output hydrogen purification• Fuel cell grade hydrogen

SUB-MODULESHYDROGEN ENERGY SYSTEMS

DEFINING SUB-MODULES

10MW TURN KEY SOLUTIONHYDROGEN ENERGY SYSTEMS

100MW DESIGN | COMPLETE TURN KEY SOLUTION

CAD images using existing technologies scaled up

Hydrogen Purification

Process Water Circulation

Plant Cooling System

Power Conversion

10MW PEM Stack Module

Water / Oxygen Phase Separation

Water Purification







Fully integrated | drop in BoP

• Low cost building• Polymer fusion welded pipes for O2 & water• Minimised cable runs• Integrated heat recovery• Compact | modular | low noise• Wide capacity offering• Industrial scale

• 20 x 14m building

REPLICABLE 10MW MODULEHYDROGEN ENERGY SYSTEMS

10MW MODULE

Scale up through replication

• Replication maintains standardisation• Multiple layout options to suit different sites• 20 x 87m building

50MW ELECTROLYSER PLANT DESIGNSHYDROGEN ENERGY SYSTEMS

50MW SYSTEM

Scale up through replication

• Replication maintains standardisation• Multiple layout options to fit different sites• 40 x 87m building

100MW ELECTROLYSER PLANT DESIGNSHYDROGEN ENERGY SYSTEMS

100MW SYSTEM

ENGINEERING

SYSTEM EFFICIENCYSCALE & COST

SYSTEM EFFICIENCY CONSIDERATIONS

Analysis

• Understanding areas for improvement• Stack efficiency improvements through technology• Balance of plant efficiency through smart use• Integrated heat recovery


Company image

SYSTEM EFFICIENCY CONSIDERATIONS

0

2

4

6

8

10

12

14

16

18

20

22

10 15 19 24 28 33 37 42 46 51 55 60 64 69 73 78 82 87 91 96 100System

Inefficiencies (kWhr/kg)

System Load (%)

Stack Balance of Plant Power Conversion

Example Traditional System

0

20

40

60

80

100

120

0

200

400

600

800

1000

1200

1400

1600

1800

2016 2017 2018 2019 2020 2021 2022 2023 2024

Electrolyser Size

(MW)

Electrolyser Pric

e (€/kW)

Year of Deployment

System Price System Size Power (System Price)

COST CONSIDERATIONS

Analysis

• Expect system sizes to grow over time• Larger scale enable cost reduction• Continuous technology improvements

• <€1,000/kW today @ MW scale• <€800/kW @ 10MW• <€500/kW by mid 2020’s


Company image

SYSTEM COST CONSIDERATIONS

Summary:

Growing demand for large scale PEM electrolysis New business models enabled by rapid response Electrolysis as a flexible load is highly valued

ITM has developed a 10MW module Use of proven PEM technology platform Rapid scale up with minimal technical risk

Increased efficiency through technology plus consolidated & smart BoP Cost reduction through size, volume & technology Pathway to €500/kW at scale

SCALING PEM ELECTROLYSIS TO 100MWHANNOVER MESSEAPRIL 2017


Documents

HANNOVER MESSE | APRIL 2017 SIMON BOURNE | CTO · Presentation Contents: • Company Snapshot • Markets by Scale • The 10MW Module • Scaling to 100MW • System Efficiency •