coresym co hergebruik van staal naar chemie...2 source • 1,5 mta meoh; 2,1 mta co 2 avoided; total...

28
CORESYM CO Hergebruik van Staal naar Chemie FME Industrie en Energie Zoetermeer 12 December 2017 Andreas ten Cate [email protected] Director International Business Development - ISPT December 21, 2017 1.

Upload: others

Post on 30-May-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

CORESYM – CO Hergebruik van

Staal naar Chemie

FME Industrie en Energie

Zoetermeer – 12 December 2017

Andreas ten Cate – [email protected]

Director International Business Development - ISPT

December 21, 2017

1.

Page 2: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

2

CORESYM – CarbOn-monoxide RE-use through industrial

SYMbiosis between steel and chemical industries

December 21, 2017

2.

Page 3: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

3December 21, 2017

3.

Page 4: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

4December 21, 2017

O2

H-H

CH4

Page 5: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

5December 21, 2017

Page 6: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

6December 21, 2017

Fe + C

CO

CO2

Page 7: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

7December 21, 2017

4.

Page 8: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

8

Some more numbers on waste gas..

• Reference scale – Tata steel IJmuiden and Arcelor Mittal Gent – each around 7

million tonnes of steel per year (mta)

• Around 2 ton waste gas per ton steel – total around 14 mta per site - around 10 mta

CO2 (all C to CO2)

• Current use of CO is for power energetic value of CO is low

December 21, 2017

Page 9: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

9

And on the CO2 budget of NL…

December 21, 2017

Industry43.6 MT CO₂

Total:184.8 MT CO₂

Excluding part toenergy generation

Page 10: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

10

How do we make use of this gas?

December 21, 2017

5.

Page 11: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

11

Considerations – product-market sizes, technology readiness

Market size large enough to absorb (very) large amount of product

from one or more steel mills without significant market disruption

Technology status sufficient to have an outlook to reach full-scale

practice with manageable scale-up route

• CO to Specialty Products – limited market size or immature technology

• Syngas to Methanol – market size ok, technology scale-up feasible

• Syngas to FT Fuels – market size good, technology feasible

• Syngas Fermentation – market ok, technology scale-up ongoing

• Hydrogen through WG shift – market expected, technology scale-up ongoing

December 21, 2017

Page 12: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

12

Hydrogen through Watergas shift (SEWGS)

• CO + H2O CO2 + H2

• SEWGS (ECN technology) promotes selective shift to CO2 + H2

• 0,32 mta H2; 3,2 mta CO2 avoided; total CO2 capture ready 9,4 mta

• 0,65 billion € investment Capex, positive revenues

• Key technical challenge – bring SEWGS technology to scale of steelworks

Alternatives for H2 production

• Electrolysis PEM, Alkaline or Solid Oxide – price range 3 – 4 €/ton

• Capex/Opex for electrolysis high and not (yet) at needed GW scale

• Conventional – Steam Methand Reforming – 2 €/ton

• Stranded hydrogen – unused industrial sources

December 21, 2017

Page 13: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

13

Methanol from Syngas – classic route

• EU Market for Methanol – 7,5 mta – of which EU production 2,5 mta

• CO + 2 H2 H3COH

• Classic route – H2 from external source

• 2,36 mta MeOH; 4,9 mta CO2 avoided; total CO2 capture ready 4,7 mta

• 1,5 billion € investment Capex, negative revenues

• CO2 avoidance cost – 136 (H2 @ 3400 €/ton) to 46 €/ton (H2 @ 1700 €/ton)

• Key technical challenge to separate CO – N2

December 21, 2017

Page 14: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

14

Methanol from Syngas – SEWGS route

• EU Market for Methanol – 7,5 mta – of which EU production 2,5 mta

• CO + 2 H2 H3COH

• H2 from SEWGS – no external H2 source

• 1,5 mta MeOH; 2,1 mta CO2 avoided; total CO2 capture ready 7,3 mta

• 1,4 billion € investment Capex, positive revenues

• Key technical challenge – bring SEWGS technology to scale of steelworks

December 21, 2017

Page 15: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

15

Fischer-Tropsch Naphtha from Syngas

• EU Market for Naphtha – 450 mta of mixed products

• CO + 2H2 -CH2- + H2O

• 0,95 mta FT product; 3,5 mta CO2 avoided; total CO2 capture ready 4,7 mta

• 1,4 billion € investment Capex, negative revenues

• CO2 avoidance cost – 280 (H2 @ 3400 €/ton) to 160 €/ton (H2 @ 1700 €/ton)

• Key technical challenge to separate CO – N2

December 21, 2017

Page 16: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

16

Ethanol from Fermentation of CO

• EU Market for EtOH – 5,4 mta

• 2CO + 4H2 C2H5OH + H2O Additional H2 not required

• 0,8 mta EtOH; 5,6 mta CO2 avoided; total CO2 capture ready 4,7 mta

• 1,2 billion € investment Capex, expected negative revenues

• CO2 avoidance cost – 175 (H2 @ 3400 €/ton) to 96 €/ton (H2 @ 1700 €/ton)

• Key technical challenge – scale up to full scale

December 21, 2017

Page 17: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

17

Conclusions on single site analysis

• Business case depends highly on:

• H2 cost price

• CO2 avoidance costs (future CO2 pricing - not included)

• Investment conditions (not included)

• Each route has technical scale-up challenges – can be overcome

but require focused effort to realize in 2030

December 21, 2017

6.

Page 18: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

18

Conclusions on single site analysis

• Large Capex needed 0,6 – 1,5 B€ per site

• CO2 avoidance – 2,1 to 5,6 mta @ 46 – 280 €/ton

• Additional clean CO2 produced 4,7 – 9,4 mta – ready for CCU/S

December 21, 2017

• Premium on CO2 costs for an average car

• 840 kg steel in car 2400 kg CO2 (50% scrap in manufacturing)

• Worst case 670 € premium per car of €15.000,=

• Compare to CO2 avoidance offshore wind 220 €/ton in 2013, 130

€/ton in 2016 (factsheet Wind op Zee)

7. – 8.

Page 19: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

19

Scaling up to European level – impact assessment

December 21, 2017

Page 20: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

20

Environmental impact

Example Ethanol optimistic scenario

December 21, 2017

Page 21: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

21

Scaling up to European level – CO2 emission reduction

December 21, 2017

Page 22: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

22

Scaling up to European level – water consumption

December 21, 2017

Page 23: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

23

Scaling up to European level – waste water production

December 21, 2017

Page 24: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

24

Scaling up to European level – Clean energy need

December 21, 2017

Page 25: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

25

Scaling up to European level – resource consumption

December 21, 2017

Page 26: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

26

Timing of it all…

December 21, 2017

Page 27: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

27

Final remarks

First steps towards circular carbon:

• Large capex-intensive operations

• Technically feasible at large scale

• Economically not straightforward – societal support is essential

What do you think?

December 21, 2017

9. – 10.

Page 28: CORESYM CO Hergebruik van Staal naar Chemie...2 source • 1,5 mta MeOH; 2,1 mta CO 2 avoided; total CO 2 capture ready 7,3 mta • 1,4 billion € investment Capex, positive revenues

28

See the full report on www.ispt.eu

THANK YOUDecember 21, 2017