markthochlauf für wasserstoff- technologien

18
Siemens Energy is a registered trademark licensed by Siemens AG. Unrestricted use © Siemens Energy, 2020 Markthochlauf für Wasserstoff- Technologien Dr. Martin Johannes Schneider Business Development Manager SE NEB PR BD May 18, 2021

Upload: others

Post on 06-Dec-2021

8 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Markthochlauf für Wasserstoff- Technologien

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

Page 2: Markthochlauf für Wasserstoff- Technologien

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

Page 3: Markthochlauf für Wasserstoff- Technologien

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

Page 4: Markthochlauf für Wasserstoff- Technologien

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

Page 5: Markthochlauf für Wasserstoff- Technologien

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

Page 6: Markthochlauf für Wasserstoff- Technologien

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)

Page 7: Markthochlauf für Wasserstoff- Technologien

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

Page 8: Markthochlauf für Wasserstoff- Technologien

New Energy Business 8

January 2021 Unrestricted use © Siemens Energy, 2020

E-fuels required to reduce CO2 emissions related to transport

Page 9: Markthochlauf für Wasserstoff- Technologien

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

Page 10: Markthochlauf für Wasserstoff- Technologien

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)

Page 11: Markthochlauf für Wasserstoff- Technologien

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

Page 12: Markthochlauf für Wasserstoff- Technologien

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

Page 13: Markthochlauf für Wasserstoff- Technologien

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

Page 14: Markthochlauf für Wasserstoff- Technologien

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

Page 15: Markthochlauf für Wasserstoff- Technologien

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

Page 16: Markthochlauf für Wasserstoff- Technologien

New Energy Business 16

January 2021 Unrestricted use © Siemens Energy, 2020

Page 17: Markthochlauf für Wasserstoff- Technologien

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

Page 18: Markthochlauf für Wasserstoff- Technologien

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

[email protected]

siemens.com/silyzer