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Webinar – Nel - Unlocking the Potential of Renewable Hydrogen

Silke Frank, Bjørn Simonsen

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April 22, 2020

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This could be your logo

→ promote your company or institution.

If you want to get more customers, please contact:

Silke Frank, CEO Mission Hydrogen GmbH

[email protected]

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Next Webinar: April 29 (German only)

Werner Diwald

Vorstandsvorsitzender

Deutscher Wasserstoff- und Brennstoffzellenverband e.V.

Nationale Wasserstoffstrategie – Jetzt erst recht!

Wednesday, April 29, 2020

17:00 CET

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Webinar

Silke Frank, Bjørn Simonsen

Nel - Unlocking the Potential of Renewable Hydrogen

April 22, 2020

The Webinar has started – You should hear Silke now

Your Host: Mission Hydrogen GmbH

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Meet Silke Frank, CEO Mission Hydrogen:

➢ LinkedIn

➢ Twitter

➢ Xing

Mission Hydrogen promotes hydrogen and connects the

community.

See www.mission-hydrogen.de for more information


Werner Diwald





17:00 CET

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OUR MEDIA PARTNERS

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This could be your logo

→ promote your company or institution.

If you want to get more customers, please contact:

Silke Frank, CEO Mission Hydrogen GmbH

[email protected]

Sponsoring Opportunities for your Company

More Sponsors:

➢ More than 1,200 Hydrogen Experts see these logos now...

➢ …And this is only the beginning.

www.hydrogen-online-conference.com

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➢ HOC is going to be the largest Hydrogen online event in 2020

➢ Register now: Live Tickets are FREE (Early Bird)

➢ www.hydrogen-online-conference.com

➢ 24 hours straight

➢ 30+ great speakers

➢ access from anywhere

➢ 10,000 participants expected (today: 1,942)

Your chance to join:

➢ Become Sponsor or Exhibitor

➢ Use our fantastic online platform

➢ Contact [email protected]

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➢ The Greatest Speakers of the Hydrogen Industry

➢ www.hydrogen-online-conference.com | Live Tickets are FREE (Early Bird)


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www.aetztechnik-herz.de

Bronze Sponsor

Bjørn SimonsenVICE PRESIDENT INVESTOR RELATIONS & CORPORATE COMMUNICATION

unlocking the potential of renewable hydrogen

empowering generations with clean energy forever

THE NEL VISION:

Photo: NASA

(or not at all)

use it as

efficiently as

possible

Photo: Reuters

744 h standby

Photo: Varanger Kraft AS

use it when

it’s there..or store it, if you can

Photo: Reuters

The Solution

Photo: Reuters

Pumped

Hydro

microsecond second minute hour day week season

1 GW

100 MW

10 MW

1 MW

100 kW

10 kW

1 kW

Sup

erc

ap

aci

tors

Battery

Hydrogen

Flywheel

Compressed air

energy storage

Toolbox of energy storage:

EXPIRY DATE:

from 0 to ∞

H2H2O O2

heat

ELECTRIC GRID

++++++

MOBILITY HEAT GRIDINDUSTRY AQUACULTURE

ELECTROLYSIS IS THE BIG SECTOR INTEGRATOR

GAS GRID

Global, average unsubsidized LCOE of new-build wind and solar [$/MWh], Source: LAZARD

..AND THE KEY INPUT FACTOR FOR MAKING GREEN HYDROGEN IS BECOMING CHEAP

$135$124

$71$72 $70

$59 $55$47 $45 $42 $41

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

$359

$248

$157

$125

$98

$79

$64$55 $50

$43 $40

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

..when hydrogen from renewable electricity can be delivered at a price

that is less than or equal to the price of fossil fuels or fossil hydrogen

FOSSIL PARITY

HYDROGEN IS BECOMING RELEVANT IN ALL FORMS OF MOBILITYFO

RKLI

FT

TR

AIN

BU

S

CR

UIS

E S

HIP

TR

UC

K

CA

R F

ER

RY

PA

SSEN

GER

CA

R

Photos: Hyundai, Nikola Motor, Brødrene AA, Ruter, ALSTOM, Viking Cruises, Toyota, Themarketherald, Norled

FAST

FER

RY

MIN

ING

TR

UC

K

~25%of CO2emissions

GREEN HYDROGEN CAN DECARBONIZE WIDE RANGE OF INDUSTRIES

AM

MO

NIA

REFI

NER

Y

METH

AN

OL

CEM

EN

T

STEEL/

META

LS

REM

OTE P

OW

ER

GA

S P

IPELI

NES

EN

ER

GY E

XP

OR

T

FISH

FAR

MIN

G

Photos: Yara, Equinor, IAV, Norcem, SSAB, Nexofin, TU, DN, SinkabergHansen

~25%of CO2emissions

Photo: NASA

INVESTMENTS/SUBSIDIES NEEDED FOR HYDROGEN GLOBALLY BY 2030

subsidies for fossil fuels annually estimated at around 20 B$

70 – 150 B$

Estimates: Hydrogen Council (Path to Hydrogen Competitiveness, 2020), Bloomberg (Hydrogen Economy Outlook, 2020)

• 140.000 – 170.000 NEW JOBS • 25 – 30 B€ INVESTMENTS IN ELECTROLYSIS• 100 – 300 B€ INVESTMENTS, ALL INCLUDED

A 2x40 GW GREEN HYDROGEN INITIATIVE IN EUROPE CAN CREATE:

~4000 GWcurrent global electrolyser market: ~0.1 GW/year

current global solar PV market: 130 GW/year

TOTAL ADDRESSABLE MARKET:

‘This translates into around 4-16 terawatts (TW) of solar and

wind generation capacity to be deployed to produce

renewable hydrogen and hydrogen-based products in 2050’

HYDROGEN: A RENEWABLE ENERGY PERSPECTIVE, 2019

RENEWABLE CAPACITY NEEDED FOR A GREEN HYDROGEN TRANSITION:

we have done this before.

GOOD NEWS:

1927: THE BEGINNINGGREEN AMMONIA 100+ MW SCALENorsk Hydro Electrolysers

HYDROGEN FUELING STATIONS | H2Station®

Capable of fueling any kind of vehicle. Compact,

simple to integrate with other fuels and

standardized. 50+ delivered in 9 countries

ALKALINE AND PEM ELECTROLYSERS

Converting water and electricity to hydrogen

and oxygen – for industry, mobility and energy

purposes. 3500+ delvered in 80+ countries

•Pure play, independent hydrogen technology company

•Listed on Oslo Stock Exchange w/25,000+ shareholders

•Manufacturing facilities in Norway, Denmark and U.S. w/global sales network

Nel Hydrogen today:

Alkaline or PEM?

customer wants cost-efficient and reliable hydrogen

Alkaline

•Commercially available for around 100 years

•Proven on >100MW scale

•Lowest cost

•Highest efficiency

•Liquid electrolyte (KOH - potassium hydroxide)

•Response time/flexibility: minutes

•Pressure: atmospheric hydrogen and oxygen

•Higher footprint

PEM

•Commercially available for around 30 years

•Proven on >5 MW scale

•Higher cost

•Lower efficiency

•Solid electrolyte (simpler system)

•Response time/flexibility: seconds

•Pressure: 30 bar hydrogen and atmospheric oxygen

•Lower footprint

Expected electrolyser price development

0

200

400

600

800

1000

1200

1400

1600

1800

2000

Today 2030 Long term

Alkaline ($/kW) PEM ($/kW)

0

200

400

600

800

1000

1200

1400

1600

1800

2000

0

200

400

600

800

1000

1200

1400

1600

1800

2000

Today 2030 Long term

Source: IEA, The Future of Hydrogen (2019)

H2Station® development since 2003

• Footprint: reduced by 2/3• Capacity: increased by 10x• Base price per unit: the same

··· 2 generations in between ···

Expanding alkaline electrolyser manufacturing capacity in Norway by 10x360 MW/year, possible to go beyond 1 GW/year

H2Station® manufacturing plant in Denmark already expanded Name plate capacity: 300 units/year

so, what did I just say?

AGENDA:

Hydrogen is awesome - it’s the fuel of the universe – and it’s everywhere

The energy transition in two slides: why efficiency doesn’t matter that much any longer

The problem, the solution, the problem within the solution - and how to solve it

We need more than just a hammer in our climate change tool box

Electrolysers are green sponges, sector-coupling like champions

It’s going to get very cheap, but it’s going to cost first

It’s actually doable on a global scale

We have done this before

It’s time to scale up

Thank you note

Thanks for the ride, dinosaurs!We’ll take it from here.



22. April 2020 54


www.karlsteiger.de

www.mesa-parts.com



➢ A big THANK YOU to our sponsors.

➢ …Do you want to become a Gold sponsor? Also possible!

OUR MEDIA PARTNERS

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➢ A big THANK YOU to our media partners.


www.h2-view.com


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Sponsoring Opportunities for your Company

➢ Contact [email protected]

to learn more about the sponsorship opportunities.


Werner Diwald





17:00 CET

Register now:


nws

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www.aetztechnik-herz.de

Bronze Sponsor

Contact:

Silke Frank

Lise-Meitner-Strasse 20

71364 Winnenden

Germany

+49 162 2109822, +49 7195 904390-0

[email protected]

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