future hydrogen production supergen, birmingham, 18 th oct 2011 itm power designs and manufactures...
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FUTURE HYDROGEN PRODUCTIONSUPERGEN, BIRMINGHAM, 18TH OCT 2011
ITM POWER DESIGNSAND MANUFACTURES
HYDROGEN ENERGY SYSTEMSFOR ENERGY STORAGE AND
CLEAN FUEL PRODUCTION
"I want to drive to my local petrol station and fill up with 50 litres of wind...“
Peter Hoffmann
Contents
• Positioning
• Trials
• Products
• Technology
• The Proposition
• Outlook
ITM POWER DESIGNSAND MANUFACTURES
HYDROGEN ENERGY SYSTEMSFOR ENERGY STORAGE AND
CLEAN FUEL PRODUCTION
FUTURE HYDROGEN PRODUCTIONSUPERGEN, BIRMINGHAM, 18TH OCT 2011
Energy is the largest global market
• Market being completely overhauled
• Complete energy supply-chain rethink
• Colossal global capital investment
BUSINESS PROPOSITIONENERGY STORAGE | CLEAN FUEL
PROBLEM | OPPORTUNITY
“Climate change is an opportunity. It isn't necessarily a burden. … This way of thinking - of focusing on the costs and not the opportunities has contributed to getting us bogged down.”
Joseph Stiglitz
Energy storage is the missing link
• Essential for energy sector decarbonisation
• Electrifying transport
• Electrifying heat
• Power | Transport | Heat
• Optimising energy systems
MISSING LINKENERGY STORAGE | CLEAN FUEL
ENERGY STORAGE
POSITIONING
HYDROGENENERGY STORAGE
HYDROGEN TRANSPORT FUEL
UK has the best wind resources in Europe
• Third best in the world
• Entering phase three construction in UK
• The problem is matching supply and demand
• The system needs energy storage
• Denmark is a case study
POSITIONINGENERGY STORAGE | CLEAN FUEL
WIND ENERGY: THE UK
Key study by CEPOS Sept 2009
• 20% of its capacity is wind
• Can only meet 5% of its demand
• Negative electricity prices
• 50% is exported to Sweden and Norway
• The report calls for energy storage
POSITIONINGENERGY STORAGE | CLEAN FUEL
WIND ENERGY: DENMARK
First ‘Constrained Off’ events in the UK
• Stranded wind
• Payments are 20x the electricity price
• Costs passed on to the UK customer
POSITIONINGENERGY STORAGE | CLEAN FUEL
WIND ENERGY: THE UK
Electricity cannot be easily stored
• Renewable power cannot be scheduled
• Balancing supply and demand
• The system needs energy storage
• Power to hydrogen is 70% efficient
• Hydrogen can be stored
• Hydrogen is an energy vector
POSITIONINGENERGY STORAGE | CLEAN FUEL
THE PROBLEM
Production of hydrogen controlled by the electricity companies
• Balancing supply and demand
• Control shifts to the demand side
• HFuel can be controlled remotely
• Switched on/off by the power company
• On site fuel production
POSITIONINGENERGY STORAGE | CLEAN FUEL
THE SOLUTION
On-site production of hydrogen from renewable power
• Zero carbon in its production
• Zero carbon in its transportation
• Zero exhaust emissions
POSITIONINGENERGY STORAGE | CLEAN FUEL
A TRIPLE ZERO FUEL
Energy storage market growth will track renewable energy deployment
• €10bn annually by 2020
• Strong first mover advantage
• Oil industry is $3tn annually
• Fuel industry is multi trillion.
POSITIONINGENERGY STORAGE | CLEAN FUEL
THE OPPORTUNITY
Utilisation of renewables is held back by lack of energy storage solutions
• Early adoption markets
• Island energy systems
• Off grid energy storage
• €25bn to 2030
ENERGY STORAGE | CLEAN FUEL
THE OPPORTUNITY
THE MARKET
HOST
THE UK’S LARGEST CROSS SECTOR HYDROGEN TRIAL
The UK’s largest cross sector hydrogen trial
• 21 commercial partners
• Balanced across 7 industrial sectors
• Launched at London Stansted Airport
• 9 trials completed to date
• Sale of trial to Carillion plc.
HOSTHYDROGEN ON SITE TRIALS
TRIAL PARTNERS
The 9 trials to date have been very successful
• HFuel showed 100% availability
• 45kg of hydrogen produced
• At a rate of 56kWhrs/kg
• Efficiencies up to 69.5% (average 65%)
• Breakeven electricity price 6.5p/kWhr (HICE)
• A fuel cell vehicle would be even better!
HOSTHYDROGEN ON SITE TRIALS
TRIAL RESULTS
HOSTHYDROGEN ON SITE TRIALS
FUEL ECONOMICS
0.01
0.1
1
10
100
1000
0.0001 0.001 0.01 0.1 1 10 100 1000 10000
Market size (TWh / yr)
Fuel
pri
ce (
USD
/ li
t pet
rol e
quiv
.) Military Fuel
Remote Industrial
Automotive
Islands
15 kg/day (Current)Power at 15p/kWhr
50 kg/day (HFuel)Power at 5p/kWhr
Subsidised Automotive
PRODUCTS
FROM TECHNOLOGY DEVELOPER TO PRODUCT SUPPLIER
A mobile hydrogen production and dispensing unit
• 15kg/day; 3 van capability today
• 50kg/day; next offering for UK
• 100kg/day; 700bar for German market
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
THE HFUEL PRODUCT
Clean transport fuel is a very big win
• 350 and 700bar operation
• Car | Fleet | Infrastructure
• 100kg/day; 260kg storage
• Target the German market
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
THE BIG WIN
Clean transport fuel is a very big win
• 350 and 700bar operation
• Car | Fleet | Infrastructure
• 100kg/day; 260 Kg storage
• Target the German market
• German €2.6bn commitment
• 2013 to 2015 vehicle rollout
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
THE BIG WIN
Three CE marked early revenue products
• HFlame
• HBox
• HPac
SMALL PRODUCT RANGE
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
Three UK Universities trialling products
PRODUCT TRIALS
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
Product Birmingham Glamorgan Nottingham
HFlame
HBox x x
HPac x
HFuel x x
Product compliance is now an area of considerable expertise
COMPLIANCE
PRODUCTSFROM TECHNOLOGY TO PRODUCTS
TECHNOLOGY
HYDROGEN ENERGY SYSTEMS FORENERGY STORAGE AND CLEAN FUEL PRODUCTION
Customers buy products which are complete systems
• Power system
• Water system
• Gas system
• Control and communications system
• At the heart of each system is a stack
HYDROGEN ENERGY SYSTEMS
TECHNOLOGYHYDROGEN ENERGY SYSTEMS
An electrolyser stack is at the heart of every hydrogen energy system
• Efficiency
• Response time
• Scale
• Pressure
• Cost
CORE TECHNOLOGY
TECHNOLOGYHYDROGEN ENERGY SYSTEMS
No moving parts; instantaneous response
• Direct coupling to renewable at high efficiency
• Autonomous operation; off grid compatibility
• Ability to generate hydrogen at very low power levels
• No moving parts for high reliability
PASSIVE ELECTROLYSER
TECHNOLOGYHYDROGEN ENERGY SYSTEMS
DIRECT COUPLING
TECHNOLOGYHYDROGEN ENERGY SYSTEMS
0
200
400
600
800
1000
1200
0
200
400
600
800
1000
1200
06:00 08:00 10:00 12:00 14:00 16:00 18:00 20:00
HB
ox
Po
we
r (W
)
Irra
dia
nc
e (
W m
-2)
Irradiance
HBox Power
HOME REFUELLER
A 700bar single car home refueller
• Using a 200bar electrolyser
• Funded by the US DoE
• An 8 OEM consortium
TECHNOLOGYHYDROGEN ENERGY SYSTEMS
FUEL SECURITY
AN END TO OURRELIANCE ON FOSSIL FUELS
A LOW CARBON ENERGY SYSTEM
DECC 2050 Pathways Analysis:
• Online access | 252 page analysis document
• Reference case + six major scenarios
• No modelling of energy storage or hydrogen production
UK GENERATION
FUEL SECURITYAN END TO OUR RELIANCE ON FOSSIL FUELS
Hydrogen cars are EV’s but with some significant advantages:
• Refuelling time: 3mins
• Range: 400 miles
• High efficiency
• Energy controlled by the grid not customers
• Roll out in Germany | Japan | USA
HYDROGEN CARS
FUEL SECURITYAN END TO OUR RELIANCE ON FOSSIL FUELS
Developing high power density fuel cell MEA’s for the automotive sector
• Highest known power density
• 5.5W/cm2 on Oxygen
• 2.1W/cm2 on Air
• Enthusiastic OEM engagement
• At the sample evaluation stage
FUEL CELL MEA’S
FUEL SECURITYAN END TO OUR RELIANCE ON FOSSIL FUELS
Significant government engagement has started
• Meetings with David MacKaye and Greg Barker
• HFuel visit Greg Barker, Boris Johnson and Kit Malthouse
• Company visit by Nick Clegg
• Hydrogen now in DECC’s strategic technologies list
AWARENESS IN UK
FUEL SECURITYAN END TO OUR RELIANCE ON FOSSIL FUELS
OUTLOOK
UNIQUE TECHNOLOGYPRODUCT REVENUESRAPIDLY DEVELOPING GLOBAL MARKETFIRST MOVER ADVANTAGE
Outlook
• Renewable power needs energy storage
• Hydrogen is a ready to deploy technology
• Adoption of hydrogen is accelerating
• Good progress developing commercial relationships
• Early revenue streams developing
• A huge opportunity for the UK
UNIQUE TECHNOLOGYPRODUCT REVENUES
RAPIDLY DEVELOPING GLOBAL MARKET
FIRST MOVER ADVANTAGE
FUTURE HYDROGEN PRODUCTIONSUPERGEN, BIRMINGHAM, 18TH OCT 2011