Norway as incubator for - Deutsche Energie Agentur...Sunfire Company Presentation 30-Jan-19 Global industry leader in solid oxide technology • Hundreds of systems installed • Longest

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Norway as incubator for large-scale Power-to-Liquids

Karl Hauptmeier30.01.2019

Sunfire – a leading provider of Solid Oxide Electrolysis

30-Jan-19Sunfire Company Presentation

Sunfire Headquarter in Dresden

Test facilities

e-Fuels plant

Stack production


Paris Climate Agreement: The Future has to be Renewable

85 - 100 % renewables needed to reach Paris Climate Target which still leads to

significant negative impacts for human civilization

Sources: https://www.pik-potsdam.de/paris-reality-check/

https://www.nytimes.com/interactive/2018/08/01/magazine/climate-change-losing-earth.html

+ 5 ºC: End of human civilization

+ 4 ºC: Drought in Europe; China,

India and Bangladesh mainly desert;

Polynesia vanished; American

Southwest largly uninhabitable

+ 3 ºC: Forests in the Arctic and the

loss of most coastal cities

+ 2 ºC: Extinction of the world’s

tropical reefs, sea-level rise of

several meters; abandonment of the

Persian Gulf

Aviation

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

2020 2030 2040 2050

Passenger Vehicles BusesRail (passenger) Rail (freight)Trucks Ships (freight)

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

2020 2030 2040 2050

Fossil Fuels Electricity H2 Methane eFuelsRenewable

Liquid Fuels

Aviation & Shipping – Prime Example of e-Fuel Necessity

ca. 10,300 PJ

Calculation based on dena/LBST „E-Fuels –The potential of electricity based fuels for low emission transport in the EU”, 2017

ca. 10,300 PJ

Hard-to-electrify sector will make up 50 % or 5,000 PJ in 2050

>300 GW of e-Fuels needed in 2050 (>10 GW/a from now)

30-Jan-19

Anticipated primary-energy consumption of the EU transport sector

Sunfire Company Presentation

Renewable Solutions available Renewable Solutions needed for

e-Fuels

e-Chemicals

e-Gases


Bringing the Energy Transition to the Next Level

Source: IEA, June 2017

World Energy 2014-2050, Political economist, 2014

Energy Consumption by Carrier

63%88%

37

%

22%

e-Fuel, a Necessity to Meet the Climate Objectives


Demand for synthetic liquid energy carriers 2050 in the EU:

up to 2.000 PJ = up to 230 GW installed PtL capacity

(up to 8 GW/a installed capacity from 2020)

Achieving the climate protection goals is only

possible with the use of synthetic fuels and gases.

“Power-to-fuel applications offer the lowest marginal abatement

costs [for volatile renewable energy integration] in the long term.”

“Even in a battery electric drive dominated scenario, the

final energy demand of all transport modes in the EU will

be met with more than 70 % of e-Fuels in 2050.”

Achievable air mileage for an A320neo per ha of land

(km/(ha · yr))

Life cycle green house gas emissions

(gCO2eq/MJ)

e-Fuel - Highest Potential and Lowest Ecological Footprint


8x more efficient use of land area

compared to biological alternatives

95 % lower water consumption

compared to biological alternatives

85 % reduction in CO2 emissions

compared to fossil fuel

PtL water consumption by volume (with 1.4 lH2O/ ljetfuel)

PtL

Wind, Solar

Algae oil

Open pond

Alcohol-to-Jet

Sugar beet

HEFA

jatropha

0 2000 4000 6000 8000 10000

Alcohol-to-Jet sugar crops

HEFA oil crops

BtL short rotation forestry

PtL photovoltaics

PtL wind power

Minimum Bandwidth

0 20 40 60 80 100

Ethanol (2nd generation)

Ethanol (1st generation)

Biodiesel

Diesel

Gasoline

Power-to-Liquids

w/methane capture palm oil

sugarcane wheat

straw

Renewable Fuels of Non Biological Origin - Processes

Synthesis RefinementConversion

Carbon CapturingCO2 from air or

unavoidable sources

Renewable

Electricity

e-Fuels

30-Jan-19

Renewable Liquids: Ready-to-Use

• Direct effect on existing fleet

• Infrastructure compatible

• No-regret measure

Sunfire PartnerPartner


Europe - Global leader in e-Fuels development


Global Leader in CO2 capture from air (TRL 5-6)

Climeworks, Switzerland / Germany

Global Leader in green hydrogen generation (TRL 7-8)

Hydrogenics, Belgium / McPhy, France / ITM, UK

Global Leader in e-Methanol (TRL 8-9)

Carbon Recycling International, Iceland

Global Leader in e-Crude (TRL 8-9)

Sunfire, Germany


Snapshot of the world´s strongest RE potential

Frontier Economics (2018): The Future Cost of Electricity-Based Synthetic Fuels.


Cost Projections in Recent Studies

Agora Energiewende / Agora Verkehrswende, The Future Cost of Electricity-Based Synthetic Fuels, 2018

e-Fuel as Enabler for Renewable Energy Build Up

North-East Norway could cover

>20% of EU transport sector

power demand

On-site transformation to e-Fuel

allow for transport and storage

Increases potential

1.028 TWh

*Values refer to On-Shore Wind Power Potential

Source: NVE


20 MW el Capacity

8000 t/a e-Crude production

28,000 t/a CO2 consumption

30 EUR/MWh Electricity Price

2 EUR/Liter targeted Selling Price

30-Jan-19

Commercial Phase: Norway

(expected after 2021)



Key Positions from Sunfire

Electricity must be renewable. Key criteria to impose: Full cost

coverage, guarantee of origin, time- and space-related reference

Power-Purchase-Agreement enable all four criteria

Not useful: “Additionality” or “direct connection”

Be technology neutral - the plate is full enough for all of us

Prevent past mistakes: 2007 (1G biofuel-only) and 2017 (battery

electric-only)

Equal footing for batteries, hydrogen, e-Fuels and advanced biofuels

Start with passenger transport, as regulatory framework exists

Switch to aviation, shipping, chemicals, steel, etc. (hard-to-

electrify) once legislation is in place

If necessary, impose a maximum quantity for passenger transport


e-Fuels put wind and solar power in the tank…

…Done the right way,

it’s a huge opportunity

for Europe!Artist: Jean-Yves Hamel

THANK YOU!

Karl Hauptmeier

Senior Product Manager

Electrolysis

E: [email protected]

sunfire GmbH

Gasanstaltstraße 2

01237 Dresden

Germany

W: www.sunfire.de

mailto:[email protected]

http://www.sunfire.de/


Company Facts

Knowhow

~ 130 Employees in Dresden and Neubrandenburg

Full value chain from Ceramics, Engineering, Stack + System Production, up to Synthesis Processes,

Service etc.

Patents

More than 60 patent families (e.g. »process patent sunfire« WO/2008/014854)

Recognition

Cleantech 100 Company 2014 - 2018 (only fuel cell + electrolysis company)

Fast Company Most Innovative Company of 2016 (with Tesla and Toyota)

German Gas Industry’s 2016 Innovation & Climate Protection Award

Kanthal Award 2017 for solutions in Sustainability, Quality of Life and Energy Efficiency

Revenues

Multi-million Euro Revenues in Global Markets since 2011

Investors

Sunfire Products in Action Worldwide since 2011


Global industry leader in solid oxide technology • Hundreds of systems installed

• Longest operation in customer applications

• Largest SOC electrolysis installer of the world

…and many more.


Three Core USPs

Highest efficiencies leading to lowest

total cost of ownership (TCO)

Direct conversion of carbon molecules

to provide clean solutions for the energy

transition in all sectors

Non-toxic, no critical and no expensive

materials for easy manufacturing

“When steam can be preferably generated from waste heat sources, such as in

steelmaking, high temperature electrolysis is the most efficient technology.”

Prof. Dr.-Ing. Heinz Jörg Fuhrmann, Chief Executive Officer and Chairman of the Executive Board of Salzgitter AG


Conventional Water-Electrolysis + RWGS + Synthesis

All values refer to energy conversion necessary for the production of 1 kmol of –CxHy- hydrocarbons

RWGS+ 41 kJ

Water-Electrolysis+ 867 kJ

- 147 kJ

CxHy

LHV of fuel+620 kJ/kmol

ηmax, theor = 68 %

lower heating value of the fuel (620 kJ/kmol) compared

to the electrical energy without any parasitic losses

ηmax, real = 43 - 49 % BENCHMARK

30-Jan-19


Step 1 Improvement: Seam-Electrolysis + RWGS + Synthesis

ηmax, theor = 81 %calculated as before

ηmax,real = benchmark + 10 % points parasitic loss for pressurization of H2 is included


RWGS: Reverse-Water-Gas-Shift-Reaction

RWGS+ 41 kJ

Steam-Electrolysis+ 726 kJ

- 147 kJ

CxHy

Sunfire’s steam-

electrolysis achieves

higher efficiency as

waste heat can be used

Evaporation+ 141 kJ

HeatRecovery

30-Jan-19


Step 2 Improvement: Co-Electrolysis + Synthesis

ηmax, theor = 81 %calculated as before

ηmax,real = benchmark + 15 % points parasitic loss for pressurization of H2 is included


RWGS: Reverse-Water-Gas-Shift-Reaction

Co-Electrolysis+ 767 kJ

- 147 kJ

CxHy

Higher efficiency due to

process integration and

shift from catalytic to

electro-chemical

conversion

Evaporation+ 94 kJ

HeatRecovery

30-Jan-19

Documents

Norway as incubator for - Deutsche Energie Agentur...Sunfire Company Presentation 30-Jan-19 Global industry leader in solid oxide technology • Hundreds of systems installed • Longest