15
Potential for an international hydrogen and ammonia market

Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

Potential for an international

hydrogen and ammonia market

Page 2: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Where are the demand centers located?

Source: IEA – The Future of Hydrogen, 2019.18/04/2021Power-to-Ammonia MasterClass 2

Global distribution of existing refining, steelmaking and chemical cracking plants

Sites shown are those with capacities of over 0.2 mb/d for refineries, over 2 Mt/yr for steel plants and over 0.3 Mt/yr for steam crackers

Page 3: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Where are the demand centers located?

Source: Nature - Renewable energy production will exacerbate mining threats to biodiversity, 2020-

18/04/2021Power-to-Ammonia MasterClass 3

Global mining areas and their density

Mining areas with properties targeting materials critical for renewable energy technology and infrastructure are shown in blue, areas with properties targeting other materials are shown in orange, and those targeting both commodity types are shown in pink. Color shading (light to dark) indicates the density of mining areas.

Page 4: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:What is the roll of the Mining Industry?

Source: https://www.visualcapitalist.com/

18/04/2021Power-to-Ammonia MasterClass 4

With Energy Transition comes a new need for materials The Oil Market is bigger than all raw materials market combined

Page 5: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Where is the existing infrastructure located?

Source: Argus18/04/2021Power-to-Ammonia MasterClass 5

Global distribution of existing Ammonia Export & Import Ports

Page 6: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Where is the existing infrastructure located?

18/04/2021Power-to-Ammonia MasterClass 6

LNG terminals worldwide

Source: Wartsila: https://www.wartsila.com/insights/article/lng-terminals-land-based-vs-floating-storage-and-regasification-technology

Page 7: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Where are going the production hubs to be located?

18/04/2021Power-to-Ammonia MasterClass 7

Hydrogen production potential across regions

Source: H2 Council – Path to Hydrogen Competitiveness

Page 8: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:What countries will export H2 and/or NH3?

18/04/2021Power-to-Ammonia MasterClass 8

Source: H2 Council – Path to Hydrogen Competitiveness

Page 9: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Chile as a Renewable H2 & NH3 Exporter

18/04/2021Power-to-Ammonia MasterClass 9

Source: Chilean Green Hydrogen Strategy

Page 10: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Chile as a Renewable H2 & NH3 Exporter

18/04/2021Power-to-Ammonia MasterClass 10

Source: Chilean Green Hydrogen Strategy

Page 11: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Chile as a Renewable H2 & NH3 Exporter

18/04/2021Power-to-Ammonia MasterClass 11

Source: Chilean Green Hydrogen Strategy

Green hydrogen produced in the Atacama Desert

and in the Magallanes Region will achieve the lowest

levelized cost of production* on the planet by 2030.

The quality and abundance of the renewable

resources found in these regions will enable a large-

scale competitive production.

*Does not consider compression, transport, and

distribution costs, which vary according to the end-

use of hydrogen.

Source: McKinsey & Company.

Page 12: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Chile as a Renewable H2 & NH3 Exporter

18/04/2021Power-to-Ammonia MasterClass 12

Source: H2 Council – Path to Hydrogen Competitiveness

CapacityFactor

Page 13: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

International H2 & NH3 Market:Ongoing H2 and NH3 Projects in Chile

18/04/2021Power-to-Ammonia MasterClass 13

Source: H2 Council – Path to Hydrogen Competitiveness

https://www.austriaenergy.com/docs/hnh-energy-project/ https://www.hif.clhttps://www.engie.cl/enaex-engie-la-transicion-hacia-el-cero-carbono-en-la-mineria-chilena/

Green Hydrogen for

Ammonium Nitrate

Green Hydrogen for

Ammonia ExportGreen Hydrogen

for eFuels

Page 14: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

© Hinicio 2020 14

POLICY AND

REGULATORY SUPPORT

• Merge & Acquisitions• Investment strategies• Strategic due diligence• Technical due diligence• Market due diligence• Business plans• Public funding

• Economic studies• Impact analysis

ex-ante & ex-post• Analysis of regulatory

frameworks• Workshops & Trainings

• Techno-economic (pre) feasibility studies

• Business case analysis• Project finance• Consortium support &

management• PMO

O U R C O N S U L T I N G S E R V I C E S

M&A AND

INVESTMENT SUPPORT

PROJECT DEVELOPMENT

ASSISTANCESTRATEGIC ADVICE

• Go-to-market & entry strategies

• Market studies• Roadmaps• Strategic alliances• Value chain analysis.• Alliances & competition

Page 15: Potential for an international hydrogen and ammonia marketKulenkampff.pdf · 2021. 5. 21. · International H2 & NH3 Market: Where are the demand centers located? Source: IEA –The

C O N T A C T U S

Hans KULENKAMPFF

Manager [email protected]