5MIN ELEVATOR PITCH 25 TH APRIL 2017 | HANNOVER MESSE
ODASCO‐Heliocentris Europe GmbH
Status: April 25, 2017
ODASCO as a Group Industrial Automation
ODASCO UAE ODASCO Oman
Renewable Energy Solutions
ODASCO Kuwait
Turnkey Electrical Solutions
ODASCO Jordan
Telecom Infrastructure
ODASCO Heliocentris Industry ODASCO Heliocentris FCS ODASCO Heliocentris Italy ODASCO Heliocentris Europe, April 25, 2017
Energy Management Fuel Cell Solutions Electrolyzers 2
Anion Exchange Membrane Electrolysis … … is merging the technologies of liquid alkaline and PEM electrolysis … was invented in last decade AEM Anode Cathode Gas Diffusion Liquid &Gas CCS CCS Layer Diffusion Layer Current Collector
O H2HO2H 2O
e‐
H2
O2
OH‐ ‐‐ ‐
e e DC Power Supply
Current Collector
H2 + 2OH‐ C 2 H2O + 2e‐ A 2 OH‐ 0.5 O2 + 2e‐ + H2O 0.5 O2 + H2 H2O
ODASCO Heliocentris Europe, April 25, 2017
< 5.0 kWh for 1 m3 H2 Filtered Tap or Rain water Intermittent Renewable compatible (solar, wind) Higher Hydrogen Purity Hydrogen up to 35 bar Low cost Low alkalinity solution (1% KOH) Easy maintenance Simple – robust On‐Site applications
Power
3
Electrolyzer Products
AEM Modules
AEM Stacks
AEM Systems
Product:
Products:
Product:
ELS 250 / 500 / 1000
AES 100/250/500 Stacks
EL 250 / 500 / 1000
Characteristics:
Characteristics
‐
High efficiency
‐
AC power (1‐phase/3‐phase)
‐ H2‐Capacity up to 1 Nm³/h/cabinet
‐
H2 pressure up to 35 bar
‐
H2‐pressure 10/35 bar
‐ High efficiency > 66% (LHV)
‐
Max. operating voltage up to 38,0V
‐
19’’ modules
‐ H2‐Purity 99,999%
‐
1 wt% KOH
‐
H2 purity up to 99,94%
‐ H2 Pressure 10/35 bar
Characteristics:
‐ Modular extendable ODASCO Heliocentris Europe, April 25, 2017
4
Applications
On-Site H2-Production
Industrial On-Site Energy Storage
Domestic On-Site Energy Storage
© NOW GmbH
On‐Site Hydrogen for Laboratory Meteorology Industry Hydrogen Refueling Stations Power to Gas Conversion
ODASCO Heliocentris Europe, April 25, 2017
Industrial Energy Storage for Emergency Power in Good Grids Complementary Power in Unreliable Grids Autonomous Power for Off‐ Grid Applications
Domestic Energy Storage for Combined Heat and Power Energy Storage for Renewables Seasonal Energy Storage
5
Economics of hydrogen storage
Hydrogen is a low‐cost capacity storage Long‐term storage at zero discharge rate Minimum environmental impact low noise and vibration Low footprint and weight
Leadacid
Li-Ion
Hydrogen
Low cost
+
-
++
PSOC capability
-
++
++
Round-trip efficiency
+
++
--
Environmental impact
--
-
+
Risk of theft
--
+
++
Storage technology
ODASCO Heliocentris Europe, April 25, 2017
Redox flow Li Ion
Lead acid Hydrogen
6
Thank you for your attention
[email protected] Looking forward to talk to you on booth B72/1
ACHIEVEMENTS IN CALENDAR YEAR 2016 HYDROGEN ENERGY SYSTEMS
ITM POWER HRS SITES Four FCH JU projects that define UK hydrogen fuel •
Build | Own | Operate model
•
4 operational HRS and 2 in production
•
Siting collaboration with Shell
•
Dispenser collaboration with BOC Linde
HyFive
H2ME
H2ME2
BIG HIT
3 HRS
2 HRS
3 HRS
1 HRS
ITM POWER HRS SITES ENERGY STORAGE | CLEAN FUEL
HYFIVE | LONDON FCH JU Project number: 621219 •
NPL 2016
Teddington London
Opened May
•
CEME
Rainham London
Opened Oct 2016
•
Cobham 2017
M25 Shell forecourt
Opened Feb
CEME Rainham A13
Cobham M25
NPL Teddington
Company images
HYFIVE | LONDON ENERGY STORAGE | CLEAN FUEL
BIRMINGHAM FCEB Tysley Energy Park | 3MW | 1,500kg/day •
3MW Grid Balancing Electrolyser Funded by InnovateUK
•
Linde ionic compression & 350 bar dispenser
•
Grant led by ITM Power
•
Subject to final confirmation
•
20 buses funded by FCH JU
BIRMINGHAM FCEB BUS REFUELLING STATIONS
MARKETS BY SCALE Larger systems to address more markets •
Traditional PEM electrolyser systems have been small scale
•
Advantages of PEM are enabling new business models
•
Demand for larger systems is growing quickly
•
Rapid response is the key
1 ‐10MW
10 ‐ 60MW
60 ‐ 100MW
• Bus refueling station • Small Power‐to‐Gas • Pilot schemes
• Large transport schemes • Power‐to‐Gas installations • Chemicals industry
• Power‐to‐Gas installations • Chemicals industry • Refineries
Stock image
MARKETS BY SCALE HYDROGEN ENERGY SYSTEMS
10MW MODULE Fully integrated | drop in BoP •
Low cost building
•
Polymer fusion welded pipes for O2 & water
•
Minimised cable runs
•
Integrated heat recovery
•
Compact | modular | low noise
•
Wide capacity offering
•
Industrial scale
•
20 x 14m building
REPLICABLE 10MW MODULE HYDROGEN ENERGY SYSTEMS
100MW SYSTEM Scale up through replication •
Replication maintains standardisation
•
Multiple layout options to fit different sites
•
40 x 87m building
100MW ELECTROLYSER PLANT DESIGNS HYDROGEN ENERGY SYSTEMS
5MIN ELEVATOR PITCH 25 TH APRIL 2017 | HANNOVER MESSE
Summary: •
Strong deal flow
•
Proven technology
•
Strong international partnership
•
Working in a rapidly expanding market
£22.64m under contract | £1.72m in negotiation | £24.36m total*
*As at 18th April 2017
Nel elevator pitch Bjørn Simonsen VICE PRESIDENT MARKET DEVELOPMENT AND PUBLIC RELATIONS
Nel-evator pitch Bjørn Simonsen VICE PRESIDENT MARKET DEVELOPMENT AND PUBLIC RELATIONS
..of hydrogen technology experience and excellence efficient, robust, reliable
Hydrogen Fueling
Hydrogen Solutions
3
Nel today Publicly traded company (NEL.OSE), with offices in Norway, Denmark and U.S.
Electrolysers 850+units to 60 countries
Fueling 30+ stations to 8 countries
Solutions Fueling networks & renewable hydrogen solutions
Fossil Parity is within reach with Nel Hydrogen Solutions
In the transport sector already. At 5 €/kg and sinking
..and soon in the industrial sector
400 MW plant based on existing and proven Nel technology enables price level at 450 $/kW.
PEM or alkaline? We ask the customer what his or her needs are. Then we recommend the Electrolyser technology which best suits the customer needs. We have both.
number one by nature
World class electrolysers When Quality and Perfomance matter!
The world largest electrolyser 800 Nm3/h @ 30 bar
Energy efficiency: from 3.8 to 4.4 kWh / Nm3 for 20% to 100% load respectively
High Quality at Competitive Cost: from USD 2 million* *complete 800 Nm3/h plant; depending on configuration
Oxygen at 30 bar for free!
World class electrolysers Your preferred choice! Visit us at Booth C55
Thank You! Dr. ing. Hans Jörg Fell www.hydrogen‐pro.com
www.ginerelx.com
ELX
Giner ELX H2 & FC Hannover Messe 2017
“….keeping
it real”
Giner ELX Hall 27, C 36
89 Rumford Av Newton, Ma. 02466 www.ginerelx.com (781) 529-0500
Introduction •
Giner Inc, - the first PEM Technology company since 1973
•
Profitable every single one of these 44 years.
•
Leader in electrochemistry, selling over 30 years thousands of PEM stacks and systems to military and commercial customers
•
Only company awarded 2 DoE Merit Review Prices ‘09 & ‘11
•
Collaboration with major European Alkaline and PEM Electrolyzer integrators
•
Distribution agreements with Local Representatives WW
Giner, Inc. Proprietary and Confidential
2
New focus… ELX
Electrolyzers
Giner
Labs
Technology Incubator
Giner, Inc. Proprietary and Confidential
Sensors, RFC
Life Sciences O2 Gen Organ Transplant 3
Giner Spin-Off ①
ELX - Large hydrogen generation systems for grid-level energy storage, P2G and hydrogen refueling systems (Mobility market)
①
Labs - Ultra-lightweight efficient RFC systems for high altitude aerospace
①
Life Sciences – Life Preservation through Implantable O2 Gen
ELX Focus: a)
From PEM Stacks to complete Electrolyzer Systems
b)
From kW Stacks Multi-MW Systems 20,000 kg / day 4
Giner ELX will continue to supply manned and unmanned Sea and Space apps Sea • •
Giner supplies oxygen generators for U.S. Navy nuclear submarine fleet Unblemished quality for two decades
Space • • •
Power generation systems for space and high altitude craft Key technology partner to Lockheed Martin for ISIS craft About to sign major contracts with emerging providers 5 Confidential Information
Giner ELX Commercial: Smallest stacks Laboratory Hydrogen o
o
o
o
On-site, on demand hydrogen generators for laboratory equipment The leading manufacturer of laboratory generator components and stacks world wide Distribution network consists of three international OEMs who provide all sales and service support Key opportunity is to gain share for on-site generators vs. delivered supply (≈96% of the market)
6 Confidential Information
ELX will focus on Energy Storage, & Mobility
Giner, Inc. Proprietary and Confidential
7
Examples of Customers
Applications of Giner’s PEM-Electrolyzers Military : US Navy, NASA and DoD
Energy Storage
Life Support Oxygen Generators
Low Cap Ex Rapid Response time MW Stacks, 2 MW – 5 MW Systems
Aerospace / Space Electrolyzers Radar Platforms; DARPA and MDA Space Exploration; NASA
Industrial Hydrogen High efficiency Low Cap Ex 15 N , 210 Nm3/h
RFC Electrolyzers UUV
Distributed Hydrogen
20 Nm3/ Backup Power
Analytical Hydrogen Laboratory :30 -120 l / h
Vertical integration MEA, Stack, Electrolyzer System DoE Merit Review Award, at NREL (US National Energy Renewable Laboratories) System evolution
MEAs
Stacks
Systems
9
Trajectory - Product evolution, efficiency & scale
450 kg/d 1 MW Stack
65 kg/d
Confidential Information
Product evolution, path to Multi-MW scale…
Year :
1995
1 kg/d 5kW
2000
2010
65 kg/d 150kW
2015
450 kg/d 1 MW Stack
2020
2,250 kg/d 5 MW Stack
Recent New Project : $3M Project for Electrochemical Compression Pressure Target – 900 bar, no moving parts
200 psi
1000 psi
5000 psi
~14 Bar
~70 Bar 12
~350 Bar
Examples of projects in Europe Electrolyzer stack developed during DOE program commercialized and in-use in Southern Europe •
Customer confirms 5,000 hours at 47 kWhe/kg (@ 1,700 mA/cm²)
AREVA’s energy storage platform Myrte Project & ‘GREENERGY BOX’, utilizing Low-Cost Electrolyzer Stack
Confidential Information
Recent Projects o
Awarded 33% of the on-site Hydrogen Generation HRS in CA. Orange o Rohner Park o Pacific Palisades o
o
Supplied stacks (240 kg/d) to Bio-Methane Audi’s plant in Germany o
o
Phase I finished 2014 & P-II 2016
Stack for the 65 kg/d Hydrogen Refueling Station in Spain o
Follow up Projects Multi - MW Giner, Inc. Proprietary and Confidential
14
…..latest Projects Wins (under NDA) o
Supply of 200 kg/day H2 Generator Subsystem 2017 France o
o
System supply to India o
o
Major Utility company
Follow up order 200 kg/day
Supplying stacks for integrator in Germany o
Expect follow up order for 300 kg/day Giner, Inc. Proprietary and Confidential
15
MW Scale PEM Electrolysis Giner
MW Electrolyzer Stack 2017
System Mass
in 2018
Production 2018
Single Stack 400+ Nm3/hr 2 MW Electrolyzer Stack 16
H2 Cost Breakdown H2A Forecourt Model Analysis H2 Production Cost Contribution
H2A Ver. 2.1.1
H2A Ver. 3.0
(FY 2012)
(FY 2013)
Capital Costs
$1.06
$1.30
Fixed O&M
$0.59
$0.70
$1.97 ($0.039/kW)
$3.09 ($0.057/kW)
Feedstock Costs @ Efficiency: 50.5 kWhe/kg -H2
Other Variable Costs (including utilities)
$0.01
Total Hydrogen Production Cost ($/kg)
3.64
Delivery (CSD) Total Hydrogen Production Cost ($/kg)
DOE Target (2020)
$0.50 $0.20
$0.02 *Mechanical compressor can be up to 21% of H2 Production Cost (70% of Delivery) depending on maintenance
5.11
$1.80
$2.24
(300 psig output)
(600 psig output)
5.43
Distributed Forecourt Water Electrolysis1
7.35
Design Capacity: 1500 kg H2/day. Assumes large scale production costs for 500th unit
$1.60 (46.9kWh/kg) ($0.037/kW) 1 Billion
Represents Nearly 20 MW of PEM Electrolysis
8
Where our generators go today:
Grid Energy Storage Storing stranded excess renewable energy
Power Plants Cooling electric generators
Biogas Turning waste CO2 into methane Laboratories Carrier gas for analytical instrumentation
Transportation Fueling fuel-cell vehicles Other Industrial Process gas for semiconductors, heat treatment, and meteorology
Military Oxygen production and specialty vehicle fueling
Industrial
Huaneng Plant – Beijing, China
Doosan – Mong Doung 2 - Vietnam
Daewoo – Shuweihat – Abu Dabi
Symmetricom
Penn State Doha, Qatar
Power Plant Cooling
BAE Semiconductor
3M
Nano-Comp
Semi-Conductor / Heat Treat
10
Emerging Markets
PTG- Methanization Viessmann (MicrobEnergy), Schwandorf, Germany
Fueling - Wallingford, CT
Fueling - Wash. DC
Fueling - Emeryville, CA
Fueling - Frieburg, DE
Fueling - Hamburg, DE
Fueling - COOP Project Aarau, Switzerland
PTG Bulk Storage SoCaGas – UC lrvine
PTG Solothurn- Switzerland
PTG EMPA - Switzerland
Power to Gas
Vehicle Fueling 11
Proton OnSite M Series
12
M Series Platform Features 250 KW PEM Cell-Stack •Redundant cell-stack modules with full differential pressure (30 bar) capability allows for ambient pressure O2 architecture and provides “assured availability” of H2 in event of a stack failure
Water Oxygen Management System
• Ambient pressure O2 circuit simplifies system design (cost) & enhances safety
Hydrogen Gas Management System •Simple design is scale-up of heritage system architecture
Advanced Control Interface •Output control to available power or to match demand
Skid Based Design •Offers flexibility for process plant layout and / or containerized options
Received Order for 13 Megawatts of Electrolysis
Guangdong Area
Bus Fueling Application
Summary • World leader in PEM electrolysis products • Over 20 years of technology & field experience • Over $100M invested in technology and product development since inception • Commercial markets driving business success and sustainability • Growing opportunity in emerging markets
15
“ ELECTROLYSERS: 5 MIN ELEVATOR’S PITCH”
Denis THOMAS, Hydrogenics Europe N.V. EU Regulatory Affairs and Business Development Manager for Renewable Hydrogen
Hannover Messe, 25 April 2017 1
Hannover Messe| 25.04.2017
Hydrogenics in Brief 3 productions sites Belgium, Canada and Germany
ON‐SITE HYDROGEN GENERATION Electrolyzers Industrial Hydrogen supply
POWER SYSTEMS Fuel cells Stand‐by Power Mobile Power Modules MW Power Plants
RENEWABLE HYDROGEN Energy Storage Hydrogen Refueling Station Power‐to‐X Grid balancing services
2
Hannover Messe| 25.04.2017
Electrolysis
Hydrogenics Selection of key references
1,5 MW PEM P2G (direct injection), Hamburg, Germany
1 MW alkaline P2G (methanation) BIOCAT, Copenhagen, Denmark
Fuel cells
700 bar Hydrogen Refueling Station Aberdeen, Scotland (UK)
1 MW stationary Fuel cell (H2 repowering) Kolon, South‐Korea
Fuel cell for mobility (H2 trains) Alstom Coradia iLint , Germany 3
Fuel cell for mobility (H2 airplane) H2Fly, DLR, Germany Hannover Messe| 25.04.2017
Alkaline & PEM electrolysis | Product’s line Alkaline
PEM (Proton Exchange Membrane)
4
Hannover Messe| 25.04.2017
New benchmark in PEM electrolysis 3 MW cell stack from Hydrogenics
Power Input: 1.5 MW Hydrogen Output: 310 Nm3/h Design Pressure: 40 bar
Power Input: 3.0 MW Hydrogen Output: 620 Nm3/h Design Pressure: 40 bar
5
Hannover Messe| 25.04.2017
Renewable Hydrogen
6
Hannover Messe| 25.04.2017
Electrolyser technology
Thailand
EGAT
1.2 MW + 500 kW FC
2017
PEM
•
Canada
Embridge P2G
2 MW
2017
PEM
Germany
MefCO2
1 MW
2017
PEM
Denmark
HyBalance
1.2 MW
2017
PEM
UK
Levenmouth
370 kW + 100 kW FC
2016
Alkaline + PEM
Denmark
BioCat
1 MW
2016
Alkaline
Italy
Ingrid
1 MW
2016
Alkaline
Fuel
Year
Mobility
Size
Industry
Project
Gas
Country
Power
Renewable hydrogen Selection of recent demonstration projects • • • •
• •
• •
UK
Aberdeen
1 MW
2016
Alkaline
Germany
WindGas Reitbrook
1.5 MW
2015
PEM
Canada
Raglan Copper mine
350 kW + 200 kW FC
2015
Alkaline
•
Belgium
DonQuichote
150 kW
2015
Alkaline + PEM
•
Germany
WindGas Falkenhagen
2 MW
2014
Alkaline
•
• •
• • •
Main conclusions from these projects: 1. 2. 3. 4.
Hydrogen technologies work fine and deliver according to expectations. There is still room for further technical improvement but no technology breakthrough is expected. There is a important potential for further cost reduction: going from project manufacturing to product manufacturing Energy regulatory framework is no suited for these applications and business operation of these projects remains very challenging 7
Hannover Messe| 25.04.2017
Thank you for your attention
Denis THOMAS | Renewable Hydrogen EU Regulatory Affairs & Business Development Manager Mobile: +32 479 909 129 | Email:
[email protected] 8
Hannover Messe| 25.04.2017
HYDROGEN IS NOW. H-TEC Systems GmbH Dr. Frank Allebrod
[email protected] www.h-tec-systems.com
H-TEC SYSTEMS GMBH H-TEC SYSTEMS o Since 1997 H-TEC has been involved in innovative solutions in the field of hydrogen o 2010 GP JOULE integrated H-TEC SYSTEMS as a subsidiary within the company o Two offices in Germany: Buttenwiesen and Lübeck GP JOULE o Founded in 2009 o 190 employees o Installed Capacity: More than 533 MW in RE OUR GOAL o The H-TEC SYSTEMS goal is the most inexpensive conversion of electricity into hydrogen using PEM electrolysers PAGE 2 · www.h-tec-systems.com
HYDROGEN IS NOW.
PAGE 3 · www.h-tec-systems.com
H-TEC Series S •
Available now!
•
Compact design
•
High power density
•
H2 production: 0,14 – 3,38 kg d-1 (0,06 – 1,57 Nm3 h-1)
•
Nominal load S30/10, S30/30, S30/50: 1 kW, 3 kW, 5 kW
•
Load range: 0,26 kW 9,38 kW
•
Dimensions (S30/50): 279 x 107 x 110 mm
•
MTTF: 40 000 h
•
> 100.000 h tests without failure
•
No significant degradation at nominal operation conditions
PAGE 4 · www.h-tec-systems.com
ME SERIES ELECTROLYSER •
Megawatt scale electrolysers
•
Containerized solution
•
Prototype in operation
•
Scalable production capacity of up to 140 kg H2 per day and unit (66 Nm3 h-1)
•
Load range: 20-350 kW
•
Nominal load: 225 KW
•
Performance guarantee: 4 years! PAGE 5 · www.h-tec-systems.com
DATA SHEETS
•
Available at our booth or at h-tec-systems.com
PAGE 6 · www.h-tec-systems.com
VISIT US! YOU ARE ALWAYS WELCOME H-TEC SYSTEMS:
Halle 27, Stand C58
GP JOULE:
Halle 27, Stand L67
GP JOULE Connect:
Halle 27, Stand G67
H-TEC EDUCATION:
Halle 27, Stand D50
Commercializing Steam Electrolysis (Solid Oxide Electrolysis) Nils Aldag, Chief Commercial Officer
Investors
Commercializing Steam Electrolysis
Three Core USPs Highest efficiency in hydrogen production: 3.7 kWh/Nm3 (82%LHV) Tolerance to carbon in electrolysis mode via co-electrolysis of CO2 and H2O Flexibility of operation between 0-125% and idling mode capability
03.05.2017
2
Commercializing Steam Electrolysis
03.05.2017
Competitive Prices 5,00
CAPEX: 1,500 €/kW (input) 1,800 €/kW (output)
4,00
Electricity Costs: 80 €/MWh (60 €/MWh) Capacity Factor: 60 % (~5,000 full load hours) Internal Rate Return: 9 %
H2 Price (€ / kg)
Assumptions (2020 scenario):
3,00 2,00 1,00 0,00 80 €/MWh CAPEX
Stack Exchange
60 €/MWh Steam
Electricity
3
Commercializing Steam Electrolysis
03.05.2017
4
Fast Track to Commercialization Electrolysis 800 kW
740 kW
700 kW 600 kW 500 kW 400 kW 300 kW 300 kW
Co-Electrolysis 200 kW
150 kW 100 kW
100 kW 0 kW
150
1 kW
10 kW
2012
2013
2014
2015
1
10
2016
2017
2018
Commercializing Steam Electrolysis
03.05.2017
5
Next Generation Electrolysis Modular Scaling Concept SOEC Module: • •
Hydrogen output: 50 Nm³/h Electricity input: 185 kWAC
Standard 20’ container (TEU*): • • •
Up to 4 modules Hydrogen output: 200 Nm³/h Electricity input: 740 kWAC power
Hydrogen drying unit Gas cooling unit
* TEU = Twenty Foot Equivalent Unit = 20 ft. ISO container
Steam Electrolysis Container (up to 4 modules) 200 Nm³/h H2
THANK YOU FOR YOUR INTEREST! Nils Aldag Chief Commercial Officer
sunfire GmbH Gasanstaltstraße 2 01237 Dresden Germany W: www.sunfire.de