markthochlauf für wasserstoff- technologien
TRANSCRIPT
Siemens Energy is a registered trademark licensed by Siemens AG. Unrestricted use © Siemens Energy, 2020
Markthochlauf für Wasserstoff-TechnologienDr. Martin Johannes Schneider
Business Development Manager
SE NEB PR BD
May 18, 2021
New Energy Business 2
January 2021 Unrestricted use © Siemens Energy, 2020
Why Hydrogen?Up to 50% of final energy consumption could be electrified
95%Production of hydrogen from
steam methane reforming
and coal gasification1
70 m t
+600 %Expected growth in global
Hydrogen consumption
>10 GWGlobal hydrogen project pipeline
>90%Consumption of hydrogen in
industries (e.g., ammonia
production and petrol refineries)1
< 1,5USct/kWh lowest solar prices ever
Global hydrogen demand 20181
1 IEA – WEO19
New Energy Business 3
January 2021 Unrestricted use © Siemens Energy, 2020
“Sector Coupling” is the key lever for decarbonization of all end-user sectors
Source: World Energy Balances 2018
Sector Coupling – Links and InteractionsShares in global CO2 emissions by sectors
Transport
5%
21%
Other
10%
24%
40%
Buildings
Industry
Power
Increased future focus for emission reductionShare on CO2 emissions: 60%
Share of Renewables: 8%
Continuous emission reduction requiredShare on CO2 emissions: 40%
Share of Renewables: 22%
Sector
Coupling
New Energy Business 4
January 2021 Unrestricted use © Siemens Energy, 2020
Strong growth in green hydrogen production drives cost competitiveness
Announced clean hydrogen capacity through 2030Production capacity
Mt p.a.
Source: Hydrogen Council, McKinsey “Hydrogen insights report 2021”
1. Includes projects at preliminary studies or at press announcement stage; 2. Includes projects that are at the
feasibility study or front-end engineering and design stage or where a final investment decision (FID) has been
taken, under construction, commissioned or operational
Hydrogen production pathways, including carbon costsProduction cost of hydrogen
USD/kg
Key assumptions:
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
6.7Projections as of 2020
2020 2030 2040 2050
1.0
2.0
3.0
4.0
5.0
6.0
Blue
Green
Grey1,2
Gas price 2.6–6.8 USD/Mmbtu
Cost USD/Ton CO2 30 (2020), 50 (2030), 150 (2040) and 300 (2050)
LCOE USD/MWh 25 – 73 (2020), 13 – 37 (2030) and 7 – 25 (2050)
Announced1
Mature2
Announced1
Mature2
BLU
EG
RE
EN
Average location
Optimal location
Siemens Energy is a registered trademark licensed by Siemens AG.
~ 7% of total hydrogen
capacity
New Energy Business 5
Siemens Energy is a registered trademark licensed by Siemens AG.January 2021 Unrestricted use © Siemens Energy, 2020
Required for
net-zero
Close to commercialization Policy driven
Attractive use cases for hydrogen by 2030
USD/kg
in 2030
2.3
1.6
Source: Hydrogen Council. Hydrogen production cost for breakeven, with 100USD/t CO2e
Tra
ins
SU
Vs
Tru
cks
Mid
-Siz
e
Ve
hic
le
Pla
nes
(syn
fue
l)
Ste
el (D
RI)
Am
mo
nia
Re
fin
ery
Po
we
r
Ge
ne
ration
Build
ing
heat
Increased
commercial
viability
Commercial
viability only w/
deep decarb
targets
2.22.3
5.14.4 4.6
2.82.2
1.01.4 1.2
New Energy Business 6
January 2021 Unrestricted use © Siemens Energy, 2020Siemens Energy is a registered trademark licensed by Siemens AG.
Site specific operation conditions as main drivers to reach 2.5 €/kg H2 production cost
Site specific drivers
Technology specific
drivers
Note: Electrolyzer power: 55 Mwel (72 modules) ; Hydrogen production: 1005 kg/h (H5.0 @ 100 bar) with 99.999% purity
1) Compression to 100 bar 2) Siemens EPC internal estimation
CAPEX reduction
Efficiency increase
60%17%
Electricity
@ 3ct/kWh
1.6
0.9
Target
hydrogen cost
Electrolysis
CAPEX & BoP
Compression1)
Civil works2)
Today @
6ct/kWh
& 4000h/a
30%
4000"
7000 h/a
Production cost reduction drivers
∑=2.5 €/kg H2
∑=5 to 6 €/kg H2
Electricity Share
40%
9%
Production cost level of grey hydrogen (@8760h/a)
New Energy Business 7
Siemens Energy is a registered trademark licensed by Siemens AG.January 2021 Unrestricted use © Siemens Energy, 2020
Today’s challenge: Green energy needs to travel from lowest cost regions to decarbonize demand centers
Least MostDemand centers with high CO2 emissions
X.X – CO2-Emissions
10.8 Giga tons
2.6 Giga tons
0.7 Giga tons
5.3 Giga tons
1.7 Giga tons
1.1 Giga tons
PV/wind resources for renewable hydrogen production
33 Giga tonsTotal energy-related
emissions in 2019
New Energy Business 8
January 2021 Unrestricted use © Siemens Energy, 2020
E-fuels required to reduce CO2 emissions related to transport
New Energy Business 9
January 2021 Unrestricted use © Siemens Energy, 2020
We are a unique player in the hydrogen value chain
Siemens Energy AG
Gas and Power (“GP”)Siemens Gamesa
Renewable Energy (“SGRE”)
Generation Industrial
Applications
Transmission 67% owned
Central Distributed
Onshore Offshore
New
Energy
H2 Electrolyzer
Systems
Power-to-X Solutions Hybrid
Solutions
H2 enabled generation H2 compression
and storage
Renewable connection
and integration
Siemens Energy is a registered trademark licensed by Siemens AG.
~1500 compressors
for H2 duty or H2 rich
syngases delivered
Largest PEM
electrolyzer installed
First e-Gasoline
project Haru Oni
>50 Gas Turbines
with high hydrogen
content in operation
5 HVDC connections
to offshore wind
parks realized
HYFLEXPOWER
the power-to-X-to-
power cycle
New Energy Business 10
January 2021 Unrestricted use © Siemens Energy, 2020
Planning &
Consulting
Siemens Energy can offer products, solutions and services across the whole hydrogen / P2X value chain
Electrolysis
PEM electrolyzer
systems
• Silyzer 300
• Electrical
equipment
• Control system
• Auxiliary
systems (gas,
water)
Compression
• H2 Compressors
(reciprocating /
axial)
Financing
Components and Equipment
Synthesis
processesElectrolysis
Wind Park
• Onshore wind
• Offshore wind
(Siemens-Gamesa)
Other RES
• Solar PV / CSP
• Storage Systems(External Sourcing)
• Hydro Power(Voith Siemens Hydro)
Synthesis
• Partnering
• e-Methanol
• e-Ammonia
• other e-Fuels
• Own concepts
• Novel, flexible
methanol reactor
concept in R&D
stage
• External supply
for N2, CO2
H2 compression
& Auxiliaries
H2 Re-electrification
• Heavy-duty, industrial
and aeroderivative H2
gas turbines
• H2 Combined Cycle
Power Plants
• H2 Combined Heat &
Power (CHP)
• H2 Gas engines
• Fuel cells (ext.)
Grid
Connection
Power Grid
• Transmission
• Distribution
• Substations
• Transformers
• Grid
management
Siemens Energy covers most value chain parts to deliver Hydrogen/Power-to-X projects on a turnkey basis
BoP
Solution provider for
H2 economy (i.e.
hydrogen production,
Power-to-liquids, H2
re-electrification)• One face to the customer
• Overall system design
• Integration of Siemens
products and technology
& products from external
partners
• Maintenance contracts
• O&M concepts
Renewable Power H2 re-
electrification
Auxiliary Systems
• Hydrogen storage
• Water treatment
• Electr. equipment
• Mech. equipment(External Sourcing)
New Energy Business 11
January 2021 Unrestricted use © Siemens Energy, 2020
Major successes in our electrolyzer development
1 Operating Hours; Data OH & tons as of Oct 2020
2011 2015 2018 2019
Since
1995 2020
Testing in
Lab-Scale and
Short-Stacks
World’s largest
Power-to-Gas plants
with PEM
electrolyzers in 2015
and 2017 built by
Siemens Energy
Biggest PEM cell
in the world built by
Siemens Energy
World’s largest Power-
to-Gas plant with PEM
electrolysis in
operation
World’s first
integrated &
commercial large-
scale plant for e-
fuel production
announced
Lab-scale demo
Continuous laboratory and test operation
Silyzer 100 & Silyzer 200 in test rig and commercial operation
Test plant operationSilyzer 300 in test rig
New Energy Business 12
January 2021 Unrestricted use © Siemens Energy, 2020
Silyzer 300 – Full Module ArrayThe next paradigm in PEM electrolysis
© Siemens Energy, 2021
17.5 MWplant power demand
>75.5%plant efficiency
24 modulesto build a full module array
335 kghydrogen per hour
Silyzer 300 Full module array
(24 modules) …
… and close-up of 6
modules (Linz plant)
Siemens Energy is a registered trademark licensed by Siemens AG.
SE Power-to-X | M. J. Schneider 12
New Energy Business 13
January 2021 Unrestricted use © Siemens Energy, 2020
H2FUTUREA European Flagship project for generation and use of green hydrogen
Project Use cases
• Partner: VERBUND (coordination),
voestalpine, Austrian Power Grid
(APG), TNO, K1-MET
• Country: Austria
• Installed: 2019
• Product: Silyzer 300
Challenge
• Potential for “breakthrough” steelmaking
technologies which replace carbon by green
hydrogen as basis for further upscaling to
industrial dimensions
• Installation and integration into an existing
coke oven gas pipeline at the steel plant
• High electrolysis system efficiency of 80%
Solutions
• Operation of a 12-module array Silyzer 300
• Highly dynamic power consumption –
enabling grid services
• State-of-the-art process control technology
based on SIMATIC PCS 7
Hydrogen for the steel making process
Supply grid services
This project has received funding from the Fuel Cells and Hydrogen 2 Joint Undertaking under grant agreement
No 735503. This Joint Undertaking receives support from the European Union’s Horizon 2020 research and
innovative programme and Hydrogen Europe and NERGHY
6 MWPower demand based
on Silyzer 300
1,200 Nm3
of green hydrogen per hour
New Energy Business 14
January 2021 Unrestricted use © Siemens Energy, 2020
Self-sufficient hydrogen-producing wind turbine with embedded PEM Silyzer and water treatment.
Project Use cases
• Part of the “H2Mare” initiative.
• Consortium of 30 partners from industry and
research institutes, lead by Siemens Energy
• Total estimated development costs by Siemens
Energy of ~ 120’€ over 5 years.
• Research plant ready in ’24
• Demonstrators ready in ’25/‘26
Opportunity
• Tap large European offshore wind resources for
production of hydrogen.
• Estimated, cumulated market 2026-30 ~ 37GW.
Solutions
5
A joint development and joint market
approach between Siemens Energy
and Siemens Gamesa Renewable
Energy
*PTU – Process technology unit
• Bringing H2 to shore instead of electricity.
• Bring hydrogen to transportation, industry
and heating sectors.
• Use hydrogen for synthesis of green liquids
or gases.
• Application and adaptation of the most
powerful wind offshore turbine, SG14-222 DD.
• Development of scalable containerized and
pressurized 5 MW Modules, PTU and water
treatment system
• Piping instead of expensive cables to shore
• Expensive electric components avoided (e.g.
rectifiers, transformers, converter)
• Onshore compression if needed
New Energy Business 15
January 2021 Unrestricted use © Siemens Energy, 2020
Haru Oni Pilot Project First integrated plant for climate-neutral e-fuel production from wind and water
750,000 litersof e-methanol per year from 2022
(130,000 liters of e-gasoline)
>55 mio literse-fuel per year
planned from 2024
Project Use cases
• Customer: HIF (Highly Innovative Fuels)
• Off-taker: Porsche AG
• Country: Chile, Patagonia
• Installation: 2021
• Product: Power-to-methanol solution
based on SE Electrolyzer
Opportunity
• Huge wind energy potential in Magallanes
• Existing industry and port infrastructure
→Perfect conditions to export green energy
from Chile to the world
Solutions
• Production of e-gasoline and e-methanol
at one of the best spots worldwide
for wind energy
• Co-developer Siemens Energy realizing
the system integration from wind energy
to e-fuel production
• International Partners like Porsche and AME
E-Fuel for Porsche cars
Potential for adding Kerosene
or Diesel production in future phases
Methanol for ship motors
>550 mio literse-fuel per year
planned from 2026
New Energy Business 16
January 2021 Unrestricted use © Siemens Energy, 2020
New Energy Business 17
January 2021 Unrestricted use © Siemens Energy, 2020
Siemens Energy green hydrogen
solutions
Global G2M setup and
customer domain know-how
configuration of industry-
specific solutions
Reliable technology and
reliable partner
with highest standards in
safety and project excellence
Proven industrial-grade
large-scale electrolyzer systems
>160,000 operating h in MW range
Fully integrated solutions
from green electrons to green
molecules with our strong partner
ecosystem
Siemens Energy - The right partner to lead green hydrogen solutions
Scalable solutions
Pre-fabricated and
pre-engineered packages
Energy Consulting &
Digital Services
H2 value chain design and
optimization
New Energy Business 18
January 2021 Unrestricted use © Siemens Energy, 2020Siemens Energy is a registered trademark licensed by Siemens AG.
Contact page
Published by Siemens Energy
Dr.-ing. Martin Johannes Schneider
Business Development Manager
Siemens Energy
New Energy Business
Freyeslebenstrasse 1
91058 Erlangen
siemens.com/silyzer