heavy duty hydrogen projects -...
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Heavy duty hydrogen projectsHow to reach commercial business cases
May 2019, Icelandic New Energy - 20yearJacob Krogsgaard, SVP Nel Hydrogen
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Page 2 © 2019 Nel Hydrogen | www.nelhydrogen.com
One slide on Nel Hydrogen
● World’s largest pure-play hydrogen company
with a market cap of 1B USD.
● +270 employees in Denmark, Norway and USA
with world-class experience and skills.
● Offering hydrogen technology and solutions for
industrial, energy and transport applications.
● More than 3500 hydrogen solutions delivered
in 80 countries world wide since 1927, of which
60 are hydrogen fueling stations.
● World’s #1 on hydrogen electrolysers and
hydrogen fueling – unrivalled performance and
track-record.
HYDROGEN FUELING
Acquired in 2015
PEM ELECTROLYSERS
Acquired in 2017
ALKALINE ELECTROLYSERS
Dates back to 1927
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H2Station® variants
Compression and fast fueling of hydrogen
• Capacity up to 120kg/hour
• Fueling protocols: 3-5min(CARS) | down to 5min(BUS)
• Inlet pressure range 2-70MPa – Multiple H2 sources
• H2Station control of multiple storages
• Dimensions L: 3.3m W: 2.2m H: 3.6m | 17.5 ton
• Approvals PED – CE marked | UL listed | KGS
• Noise <60dB | no venting of hydrogen
• Multiple dispensers connections
www.nelhydrogen.com
Both 35/70MPa35MPa 70MPa
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Demonstration
- Get funding - Test vehicles (just a small fleet)- Test hydrogen fueling
Commercialization
- Increase volume of vehicles- Make a plan to replace your ICE fleet
with H2- Make standard fuel supply contracts
Valley of death
Think smartbusiness cases
Think BIG
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CONFIDENTIAL Page 5 © 2019 Nel Hydrogen | www.nelhydrogen.com
FUEL CELLS IN 2017 ARE WHERE SOLAR WAS IN 2002
● Solar at 0.3 $/W (2017) and keep dropping
● Low cost solar, wind → Low cost green hydrogen
FUEL CELL LEARNING RATE AT 25%
● Fuel cell learning rate similar to PV
● Much more dependent on volume than time
ACCELERATE COST DOWN
● Mass manufacturing of fuel cell and hydrogen technology
● Similar will be seen on H2 storage, electrolysers & H2Stations
NEL IS LEADING THE WAY TO REDUCE COSTS IN H2 INFRASTRUCTURE
● Factory in Denmark to manufacture up to 300 H2Stations/year
● Factory in Norway to manufacture up to 360MW Electrolyser/year5
Exponential cost reduction rate – Learning rate
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CONFIDENTIAL Page 6 © 2019 Nel Hydrogen | www.nelhydrogen.com
Green hydrogen today and future
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CONFIDENTIAL Page 7 © 2019 Nel Hydrogen | www.nelhydrogen.com
Green competitive hydrogen – at cost of diesel
• Nel Hydrogen solutions are developing sustainable business cases including FC buses
• If risk is managed and multiple parts of the supply chain are included in one SPV, H2 @ ~5€/kg is possible
• Electrolyser can operate ON/OFF depending on renewable electricity input
40 €/MWh ~5 €/kgLarge scale
central production
+ 10MW
High capacitydistribution
+ 1.000kg / truck
Down to 5min fillredundant dispensing
40-80 bus station
99,9% availability
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Three game changing projects…
1 2 3
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CONFIDENTIAL Page 9 © 2019 Nel Hydrogen | www.nelhydrogen.com
Efficient centralized H2 production
● 100% green hydrogen production by
centralized electrolysis plant situated
near Heide, in Schleswig-Holstein
● Produced via local renewable energy
● 7-10 T/day supply for 56 Trains
Flexible distribution setup
● Pre-compressed hydrogen distributed by
truck in 50/70MPa swap containers –
flexible logistics ready for further scale
Compact fueling equipment at stations
● State-of-the art hydrogen fueling
equipment located at train stations in
Husum, Kiel, Neumünster and Lübeck
Heide
KielHusum
Lübeck Neumünster
Hydrogen train opportunity in North Germany1
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Number one by nature
FREE HEAVY-DUTY LONG-HAUL TRUCKS2
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•
•
•
•
•
•
•
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12
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CONFIDENTIAL Page 13 © 2019 Nel Hydrogen | www.nelhydrogen.com
SolarWind
NEL + NIKOLA: Zero emission – Zero compromise
● Solution for green hydrogen production and fast refueling of hydrogen at MEGA stations
● Zero emission fuel and freight based on renewable energy: same convenience and higher performance
ElectrolysersHydrogen production
A-3880 - 8T/day
H2Station®Hydrogen fueling
80 kg / 10 min
© Nikola Corporation
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H2Bus Europe3
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CONFIDENTIAL Page 15 © 2019 Nel Hydrogen | www.nelhydrogen.com
H2Bus Europe – H2Bus TCOAssumptions – H2Bus Europe targets
28.440
021.398
0
24.455
018.231
015.952
0
30.376
0
21.250
0
25.500
0
25.500
0
28.263
0
18.700
0
25.500
0
203.894
0
203.894
0
203.894
0
203.894
0
224.284
0
203.894
0
21.500
0
25.263
0
25.263
0
31.175
0
40.000
0
36.500
0
7.525
0
12.631
0
12.631
0
10.911
0
14.000
0
12.250
0
-
0
25.000
0
25.000
0
-
0
12.000
0
-
0Diesel CNG Biogas Diesel Hybrid Battery (opp
charging)FCEB
TCO comparission
Annual fuel cost ex. VAT Service and maintenance ex. VAT Driver cost Annual depreciation Annual Interest Infrastructure investment (incl maintenance)
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CONFIDENTIAL Page 16 © 2019 Nel Hydrogen | www.nelhydrogen.com
H2Bus Europe – location of hubs
DK
500km radius
200kmradius
LT
UK
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CONFIDENTIAL Page 17 © 2019 Nel Hydrogen | www.nelhydrogen.com
~50% wind power production in DK 201831% wind power consumption in DK 2018 BEB
FCB
~31% wind power
Charge every night
Electrolyser operating when wind power is available
~100% wind power
Fill every night
Hydrogen storageweek fuel storage
Hydrogen: The true renewable fuel
Fluctuating wind power production(example one week)
Fixed charging patternWind + fossil electricity
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CONFIDENTIAL Page 18 © 2019 Nel Hydrogen | www.nelhydrogen.com
Fuel Cell buses are ready
18
FUEL CELL BUS PERFORMANCE ✓
MAINTENANCE ✓
H2STATION RELIABILITY ✓
COST OF FC BUS (@ SCALE)
COST OF MAINTENANCE (@ SCALE)
COST OF HYDROGEN FUEL (@ SCALE)*CHIC: http://chic-project.eu/ / *3Emotion: http://www.3emotion.eu/ / *JIVE2: Upcoming*JIVE: http://www.fch.europa.eu/project/joint-initiative-hydrogen-vehicles-across-europe
demonstration commercialization
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CONFIDENTIAL Page 19 © 2019 Nel Hydrogen | www.nelhydrogen.com
Small stations – services up to 20 buses at ~140 m2
6,5 m
~10 m
~4 m
H2-trailer parking
H2Station®
LP Duplex
Nel Hydrogen® LP Duplex
Daily operations:
• One trailer, connected to trailer panel, integrated with H2Station®
• Intelligent controls and reloading between H2Station and trailers
• Once a trailer is depleted, it is easily replaced by the arrival of a new, full trailer
• Different H2-trailers and pressure ratings may be applied
1 x H2Station® Module
Dispenser 35MPaThroughput: Up to 120kg/hr
~14 m
Trailer panel
Trench pipes
Trailer bay block walls
Tra
iler
ba
y b
lock
wa
lls
Trench pipelines to HD dispenser(s)(Up to 50 m. distance)
Up to 50m
Mobile Storages +30MPa
H2Station®
LP Duplex
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CONFIDENTIAL Page 20 © 2019 Nel Hydrogen | www.nelhydrogen.com
Medium stations – services up to 50 buses at ~200 m2
6,5 m
~14 m
~4 m
H2-trailer parking
~14 m
Trailer panel
Trench pipes
Trailer bay block walls
Tra
iler
ba
y b
lock
wa
lls
H2-trailer parking
Trailer panel
Trench pipelines to HD dispenser(s)(Up to 50 m. distance)
H2Station®
LP Duplex
H2Station®
LP Duplex
Nel Hydrogen® LP Duplex
Daily operations:
• One trailer, connected to trailer panel, integrated with H2Station®
• Intelligent controls and reloading between H2Station and trailers
• Once a trailer is depleted, it is easily replaced by the arrival of a new, full trailer
• Different H2-trailers and pressure ratings may be applied
Mobile Storages +30MPa
2 x H2Station® Module
Trailer bay #2 Dispenser 35MPa
Throughput: 120kg/hr
Up to 50m
Up to 50m
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CONFIDENTIAL Page 21 © 2019 Nel Hydrogen | www.nelhydrogen.com
Large stations – services up to 100 buses at ~240 m2
6,5 m
~17 m
~4 m
H2-trailer parking
Nel Hydrogen® LP Duplex
Daily operations:
• Three trailers, connected to trailer panel, integrated
with H2Station
• Intelligent controls and pressure consolidation
between H2Station and trailers
• Once a trailer is depleted, it is easily replaced by a
new, full trailer arriving
• Different H2-trailers and pressure ratings may be
applied~14 m
Trailer panel
Trench pipes
Trailer bay block walls
Tra
iler
ba
y b
lock
wa
lls
H2-trailer parking
Trailer panel
Trench pipelines to HD dispenser(s)(Up to 50 m. distance)
H2-trailer parking
Trailer panel
H2Station®
LP Duplex
H2Station®
LP Duplex
H2Station®
LP DuplexMobile Storages +30MPa
+2 x H2Station® Module
Trailer bay #2
Dispenser 35MPaThroughput: 120kg/hr
Up to 50m
Trailer bay #2
Up to 50m
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CONFIDENTIAL Page 22 © 2019 Nel Hydrogen | www.nelhydrogen.com
Example hydrogen prices
Price examples for different fleet sizes** Prices are dependent on local factors
10 buses
H2 price: 8.5 EUR/kg
50 buses
H2 price: 6 EUR/kg
100 buses
H2 price: 5 EUR/kg
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Heavy duty IcelandThe next phase in Iceland?
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CONFIDENTIAL Page 24 © 2019 Nel Hydrogen | www.nelhydrogen.com
IF ALL VEHICLES ARE INTENSIVELY USED:
● 370Ton/day ~ 740MW Electrolyser
● 370MW Electrolyser if many vehicles are old or used less.
● 20MW project will be enough to make a case work.
● 100 city buses
● 100 trucks
● 200 taxies
Heavy duty vehicles – Iceland numbers
2.221 buses
20 kg/day
40 Ton/day
7.843 trucks
20 kg/day
150 Ton/day
22.371 vans
3 kg/day
67 Ton/day
589 taxies
3 kg/day
1,7 Ton/day
222.729 cars
0,5 kg/day
111 Ton/day
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Number one by nature
Who is ready to move?..to make hydrogen business commercial
… let’s go big
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number one by nature