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© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 1
“RENEWABLE HYDROGEN: THE MISSING LINK
BETWEEN THE POWER, GAS, INDUSTRY AND
TRANSPORT SECTORS”
Arnaud DE LHONEUX & Denis THOMAS
Business Development - Renewable Hydrogen
Hydrogenics Europe
_________________________________________________
2019 Q3
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 2
Hydrogenics in a nutshell &
Hydrogen in the Energy Transition
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 3
Hydrogenics manufactures zero emission hydrogen technologies
Electrolyzers Fuel Cells
WATER (H2O) + POWER HYDROGEN (H2) + OXYGEN (O2)Electrolyzer
Fuel Cell
Industrial
Power-to-X
Mobility
Stationary
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 4
Hydrogenics’ locations
Hydrogenics Corporation
▪ Headquarters
▪ Mississauga, Ontario
▪ 180+ employees worldwide
▪Fuel Cells, PEM electrolyser stacks,
Power-to-Gas, H2 refueling and and
mobility products / projects
Hydrogenics Europe
▪ Oevel, Belgium
▪ Since 1987
▪ Power-to-X, industrial onsite hydrogen
production, and H2 refueling station projects
Production Facility
Sales Office
Hydrogenics USA
▪ Carlsbad, California
▪ Since 2018
▪ Fuel Cell power module integration
▪ Gladbeck, Germany
▪ Since 2002
▪ Fuel Cell power module integration
Hydrogenics GmbH
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 5
Hydrogenics, a daughter company of Cummins and Air Liquide
Joint VentureAtlantis AcquisitionCo Canada Corporation
80% 20%
100%
Source: https://www.electrive.com/2019/07/01/cummins-takes-over-fuel-cell-maker-hydrogenics/
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 6
Track records
• >1500 electrolysers systems sold since 1948 (incl. The Electrolyzer Company,
Stuart Energy and Vandenborre Hydrogen Systems
• > 350 pressurized alkaline systems sold
• > 10 PEM electrolyser systems at MW-scale installed (equivalent to ~15 MW)
• First mover in Power-to-X
• Wind-to-hydrogen: Hychico, Argentina, 2008
• Power-to-Gas: E.ON / Uniper, Falkenhagen, 2014
• Power-to-Power: Raglan Mine, Canada, 2016
• Power-to-Methanol : MefCO2, Germany 2019
• Hydrogen Refueling Stations: +60 references
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 7
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 8
CO2 emissions are reduced to net-zero globally by around 2050 in global emissions pathways for 1.5°C from IPCC
www.energy-transitions.org
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 9
Renewable Hydrogen in the Energy Transition
Hydrogen produced from renewable power enables the transition
to a cleaner future across all energy sectors and applications.
Link to video – Hydrogenics Renewable Hydrogen Solutions 4:22 min
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Tipping point for the hydrogen industry
From niche Upscaling To mainstream First products and demo projects
kW marketWorkshop mode
Immature supply chain Only small Industrial market is commercial
“Hydrogen is a hype“
Product evolution (alkaline, PEM)MW market
Project manufacturing Supply chain development
1st commercial energy applications“Why not Hydrogen ?“
Product standardizationGW market
Product manufacturing Optimized and competitive supply chain
Full commercial market deployment“We always believed in hydrogen”
2015
2020-2025
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Alkaline electrolysers HySTAT®
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IMET® alkaline electrolysers : cell stack
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HySTAT® alkaline electrolysers : balance of plant
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HySTAT® alkaline electrolysers : more than 20 years
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+ 350 projects delivered
Elemash, Russia
Kirovgrad, Russia
Saint Gobain, Colombia
Nyagan, Russia
Bushan, India
Camao, Brazil
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 16
PEM electrolysers HyLYZER®
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 17
PEM : Proton Exchange Membrane
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PEM water electrolysis- Key milestones @ Hydrogenics
1999 2004 2012 2014 2015 2017 2019 …
R&D
Test large stack
1,5 MW cell stack Dual cell stack design
Field test 1.5 MW electrolyser
Small scale PEM
electrolyser
2.5/3 MW cell stack
Multi MW design
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 19
2014First commercial large stack
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FIRST “MW” PEM STACK MEASURED EFFICIENCY20152015First 1.5 MW project
delivered
2017HyLYZER® 230-30 – dual stack
5.0 kWh/Nm³
Air Liquide, HyBalance, Hobro, Denmark
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2017HyLYZER® 230-30 – dual stack
5.0 kWh/Nm³
Air Liquide, HyBalance, Hobro, Denmark
20182.4 MW, dual PEM cell stack
P2G Brunsbüttel, Germany
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 24
2018First HyLYZER® PEMWE
Indoor Installation
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Markham Energy Storage Project (Markham), Canada (2018) Secondary Frequency Control for the IESO
+/- 1.05 MW of regulation service for the IESO
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2019HyLYZER® -1000-30
5 MW PEM Electrolyser
• Containerized design & compact footprint: 2 x 40 ft
• Plug&Play modular design based on 2 x 2,5 MW cell stacks
• Fully tested & certified @ Hydrogenics’s factory
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Layout for 4000 Nm3/h outdoor plant (20 MW)
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DO NOT PRINT
Layout for 4000 Nm3/h indoor plant (20 MW)
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New Benchmark in PEM Water Electrolysis, 3MW Stack
2019 2014
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Electrolysers : product’s line
HySTAT®-15-10 HySTAT®-60-10 HySTAT®-100-10 HyLYZER® -300-30 HyLYZER® -1.000-30 HyLYZER® -5.000-30
Output pressure 10 barg (27 barg optional) 30 barg
Number of cell stacks 1 4 6 1 2 10
Nominal Hydrogen Flow 15 Nm³/h 60 Nm³/h 100 Nm³/h 300 Nm³/h 1.000 Nm³/h 5.000 Nm³/h
Nominal input power 80 kW 300 kW 500 kW 1.5 MW 5 MW 25 MW
AC power consumption
(utilities included, at nominal capacity)5.0 to 5.4 kWh/Nm³ 4.4 to 4.8 kWh/Nm³
Hydrogen flow range 40-100% 10-100% 5-100% 1-100%
Hydrogen purity 99.998%O2 < 2 ppm, N2 < 12 ppm (higher purities optional)
99.998%O2 < 2 ppm, N2 < 12 ppm (higher purities optional)
Tap water consumption <1.4 liters / Nm³ H2 <1.4 liters / Nm³ H2
Footprint (in containers) 1 x 20 ft 1 x 40 ft 1 x 40 ft 1 x 40 ft 2 x 40 ft 10 x 40 ft
Footprint utilities (optional) Incl. Incl. Incl. 1 x 20 ft 1 x 20 ft 5 x 20 ft
Alkaline PEM (Proton Exchange Membrane)
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 31
PEM fuel cells
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PEM Fuel cells
Cells Cell stack Balance-of-Plant
• MEA - Membrane
Electrolyte Assembly
• Bipolar plates
• Gas Diffusion layer
• Gaskets
• Multiple cells layered
• End plates
• Tie rods
• Spring washers
• Bus bar interfaces
• Fuel cell voltage monitor
• Fuel management
• Air management
• Water management
• Coolant pump and control
• Control hardware and software
• Power conditioning
• Hybrid energy storage
• Hybrid control hardware and software
• Cooling or heat exchanger (or CHP)
• H2 storage
PEM Single Cell Fuel Cell Power Module Fuel Cell System
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 34
KOLON Water & Energy, South Korea (2015) Repowering of by-product hydrogen from chemical industry
OBJECTIVES
• Process Plant with by-product hydrogen
• Korean government provides incentives (feed-in)
for power produced from hydrogen
SOLUTION
• >1 MW HyPM-R based on HyPM-R120 fuel cell
racks
• Grid feed inverters, outdoor containers
• Joint venture power purchase agreement (PPA)
• 20 year Service agreement
• Commissioned October 2015
• 2x40ft containers
More information:
http://www.hydrogenics.com/about-the-
company/news-updates/2014/06/23/hydrogenics-
signs-agreement-to-create-kolon-hydrogenics-joint-
venture-for-power-generation-in-south-korea
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Zero-emission hydrogen train | Alstom Transport | Coradia iLint
Source: Alstom
• ~50% of rail network in Germany is not
electrified (operated with diesel)
• More stringent regulation (exhaust
emission, noise) and expected price
increase for diesel
• 2016: 1st train with hydrogen fuel cell
• 2018: certification done in DE, 2 trains in
commercial operation
• … more trains are coming in DE, FR, UK…
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 36
Hydrogen complements the direct use of electricity in transport for high demanding applications
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Legal & Economics of
Power-to-Hydrogen
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Lessons learnt from last P2X projects
Country Project Size YearElectrolyser
technology
Po
we
r
Ga
s
Ind
us
try
Mo
bilit
y
Fu
el
Canada AL Becancour 20 MW 2019 PEM •
New Zeeland Halcyon Power 1.5 MW 2019 PEM •
Germany HRS Wuppertal 1 MW 2019 PEM •
Belgium HRS CMB 1 MW 2019 PEM •
Norway Haeolus 2 MW + 100 kW FC 2018 PEM • •
Germany MefCO2 1 MW 2018 PEM •
Germany WindGas Brunsbuttel 2.4 MW 2017 PEM •
Thailand EGAT 1 MW + 300 kW FC 2017 PEM •
Canada Embridge P2G 2.5 MW 2017 PEM •
Denmark HyBalance 1.2 MW 2017 PEM • •
Main conclusions from these projects:
1. Hydrogen technologies work fine and deliver according to expectations.
2. There is still room for further technical improvement but no technology breakthrough is expected.
3. There is a important potential for further cost reduction: going from project manufacturing to product manufacturing.
4. Energy regulatory framework is no suited for these applications and business operation of these projects remains very challenging.
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A lot of good studies on H2 economics …
• IEA: https://www.iea.org/hydrogen2019/
• Mission Possible: http://www.energy-transitions.org/mission-possible
• DNV GL: https://www.dnvgl.com/publications/hydrogen-in-the-electricity-value-chain-141099
• FCH-JU: https://www.fch.europa.eu/news/hydrogen-roadmap-europe-sustainable-pathway-european-energy-
transition
• Hydrogen Council: http://hydrogencouncil.com/study-hydrogen-scaling-up/
• H21 North of England: https://www.northerngasnetworks.co.uk/event/h21-launches-national/
• IRENA: https://www.irena.org/publications/2018/Sep/Hydrogen-from-renewable-power
• Bloomberg NEF: Economics of hydrogen
• And more to come…
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World hydrogen market and H2 prices
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Power-to-Hydrogen – Business case drivers
Opex ~2%
Capex
~20%
Wholesale
Price
Electricity
~30%
Grid Fees
and Levies
~50%
Hydrogen
Cost
Service Income
(balancing)
~xx%
Renewable
Credit:
Technology
Push
&
Market Pull
measures
~xx%
Feedstock
Income
(H2, O2, Heat)
~xx%
Investor
Bonus
For good economics: low power price,
high operating time and high value for end
product are key !
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 42
Clean Energy Package
(RED II, EMD, …)
Clean Mobility Package
Gas Package
Main pieces of EU legislation affecting the development of hydrogen markets in Europe (2021-2030)
Adopted
(2018)
Adopted
(2019)in preparation
DIRECTIVE
DIRECTIVE
REGULATION
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Hydrogen definitions
Renewable energy Non renewable energy
Low-
carbon
Not
Low-
carbonGrey H2
CertifHy
Green H2
CertifHy
Low-carbon H2
91 g CO2 eq/MJH2 (=SMR benchmark)
0 g CO2 eq/MJH2
36,4 g CO2 eq/MJH2 (-60%)
Renewable H2
(zero carbon)
Graph from www.certifhy.eu
modified by Hydrogenics
Biomethane reforming
SMR / ATR
SMR/ATR + CCSMethane PyrolysisWater electrolysis (nuclear power)
Water electrolysis (renewable power)
© Copyright 2019 HYDROGENICS – Q3 2019 – Renewable Hydrogen – Public version Page 44
Hydrogen | Basic math
Hydrogen physics
• 1 kg ↔ 11,1 Nm³ ↔ 33,3 kWh (LHV) and 39,4 kWh (HHV)
• High mass energy density (1 kg H2 = 3,77 l gasoline)
• Low volumetric density (1 Nm³ H2 = 0,34 l gasoline)
Hydrogen production from water electrolysis (~5 kWh/Nm³ H2)
• Power: 1 MW electrolyser ↔ 200 Nm³/h H2 ↔ ± 18 kg/h H2
• Energy: +/- 55 kWh of electricity → 1 kg H2 ↔ 11.1 Nm³ ↔ ± 10 liters demineralized water
Power production from a hydrogen PEM fuel cell from hydrogen (+/- 50% efficiency)
• Energy: 1 kg H2 → 16 kWh
Cars and buses
FCEV H2 tank H2
consumption
Driving
range
Annual driving
distance
Annual H2
consumption
Car (passenger) 5 kg 1 kg/100 km 500 km 15.000 km 150 kg
Bus (12 m) 35 kg 8 kg/100 km 350 km 60.000 km 5 tons
Arnaud DE LHONEUX | Regional Business Development Manager | [email protected]
Denis THOMAS | EU Regulatory Affairs & Business Development Manager Renewable Hydrogen | [email protected]