HYDROGEN – STATUS OG ROLLE I FREMTIDIG ENERGISYSTEM –
VÅRE OBSERVASJONER
Presentasjon på NVEs energidager, 19.okt 2018 Vidar Eide, VP Early-phase initiatives, New business
Kort om Statkraft
2
PERU
CHILE USA San Francisco
Installed capacity
19 080 MW
Power production
63 TWh
97%
renewable energy
3 500
employees
IRELAND
FRANCE NETHERLANDS
UK
NORWAY SWEDEN
GERMANY
SOUTH EAST EUROPE ALBANIA
NEPAL TURKEY
INDIA
BRAZIL
Blanding av norsk og engelsk også i det etterfølgende
Energisystem i endring
3 Global emissions source: (IPCC, 2014) “Climate Change 2014: Mitigation of Climate Change”, https://www.ipcc.ch/report/ar5/wg3/
Norway’s emissions source: (SSB, 2015) “Utslipp av klimagasser, 2014”, http://www.ssb.no/natur-og-miljo/statistikker/klimagassn NB! Remapping SSB categories to IPCC, minor mismatch left. 1 Norway: excludes international transport; 2 Includes land use change
3 Gt
5 Gt 2 Gt
5 Gt 4 Gt
5 Gt
Power Buildings
Transport Industry
Land use
Global emissions GtCO2e, 2010
Norway’s emissions MtCO2e, 2014
Power, Heat Waste
Res, Com
Oil, Gas, Coal Metals, Cement Other
Land Sea, Air1
Agriculture Forestry2
12 Gt 1 Gt
7 Gt 5 Gt
1 Mt
12 Mt 4 Mt
15 Mt 7 Mt
6 Mt 0,8 Mt
2,4 Mt
4 Mt -26 Mt
Statkraft business development areas
New hydro, wind, solar
Providing/matching PPAs
Virtual power plants
Clean district heating
Attract power-intensive industries to Norway
EV charging
Hydrogen
Biofuel from wood
Venture investments (across all sectors)
Industry
Status: Hydrogen produksjon og bruk
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Coal gasification
Steam Methane Reforming Industrial by-product
Production methods Application areas
Current world production
• 60 megatons
• Annual growth ̴ 6%
H 2
Toda y
Electrolysis
Building CHP Biogas SMR
Transport Pipeline injection
T ren ds
H2 derivatives: Syn fuels, methanol & ammonia
Industry Coal gasification
Steam Methane Reforming Industrial by-product
Production methods Application areas
Current world production
• 60 megatons
• Annual growth ̴ 6%
H 2
Today
Electrolysis
Building CHP Biogas SMR
Transport Pipeline injection
Trends
H2 derivatives: Syn fuels, methanol & ammonia
Status: Håndverk, ikke industriell produksjon
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SMR – proven, mature technology
CCS – known tech, expensive
Project design specific to each new site
Electrolysers & Fuel cells – are project/order based today, but is suitable for industrialization & automation like PV & batteries
Potensial: Brenselcellekostnader faller
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Source (left): DOE Hydrogen and Fuel Cells Program Record (2017)
Source (right): A H2FC Supergen White Paper 2014, Imperial College London
For bilindustri… For stasjonært…
Potensial: Elektrolysørkostnader faller
7 Source: IHS Markit
Leverandørtilbud mottatt er godt under 2020, nesten 2030, anslaget til analysehus
Interessant for Statkraft
8 Source: IRENA 2018 Hydrogen from renewable power
Power and grid fees close to 80% of hydrogen cost – Optimizing these cost items during design and
operation will be critical
Grid fees can be lower in many
European locations, making power an even larger lever
Producing H2 from inflexible power generation and inflexible power demand.
Overdreven debatt om konkurranse mellom blå og grønn H2 - begge vil utvikles & behøves
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Avkarbonisere varmesektor
Store klynger med kjemisk industri
Lokale verdikjeder
& ‘early movers’
Fravær av H2 infrastruktur
Hydrogen er DYRT å transportere
Transport sector Usage
Road • Commercial vehicles
with high utilization
Construction
& warehouse
• Power & heat
• Machinery & internal logistics
Rail • Regional routes with less traffic
Maritime
• Near-shore: ferries, fast ferries, ++
• Far-shore: possibly synfuel, ammonia,…
Industry sector Usage
Metallurgical industry
• Reduction agent
• High-temp heat
• Bio-carbon
Refineries • Upgrading
• Synthetic fuels
Fertilizer
production • Ammonia
Aquaculture • Replace diesel genset and vessels
Potensial/fokus: H2 bruk i industri og transport
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