tohoku university new industry creation hatchery center (niche) 1 july 2013 noriko behling
TRANSCRIPT
Tohoku University
New Industry Creation Hatchery Center (NICHe)
1 July 2013
Noriko Behling
Overview of Global Fuel Cell R&D
Some Background on Today’s Talk
Conducted research on worldwide fuel cell policies in 2000Led to White House sponsoring FreedomCar Initiative and the
Hydrogen Fuel Initiative in 2002 and 2003.Designed to promote the development of fuel cell cars Encouraged construction of hydrogen fuel supply infrastructure.
But progress disappointingCommercially viable fuel cell vehicles no closer than when the
programs had started. Began research in 2007 to find out whyFive years later, results are published. This talk summarizes that work
Copyright 2013 by Noriko Behling
Why Fuel Cells?Fuel cells have broad applications, including centralized,
distributed, and residential applications, transport applications, and portable applications.
Fuel cells are inherently efficient; they conserve fossil fuels and preserve fossil fuels longer.
In the long term, when fossil fuel is depleted or becomes very costly to obtain, the world will be left with only three energy conversion options.Nuclear fission, Nuclear fusion, or Renewable energyThe best option for renewable energy will be, without doubt, the
fuel cell.
Copyright 2013 by Noriko Behling
Global Overview of Fuel Cell R&D
Brief Overview
1. Global government and industry fuel cell R&D investment totals more than $22 billion from 1995 to 2012
2. Investment has been applied across all fuel cell types—more than 180 companies and laboratories
3. Implications: No fuel cells commercially profitable--current strategy to support applied research and product development not working
4. New approach needed to achieve breakthroughs in longevity, efficiency, and cost competitiveness
Copyright 2013 by Noriko Behling
Total Government and Industry Fuel Cell R&D Investment: Europe, Japan, and the United States
Combined Public and Private-Sector Fuel Cell R&D Investment exceeded $22 billion, estimated for 1995-2012
Private-sector investment = $14 billion; Government Budget = $8.2 billion; Total = $22.2 billion
($ billion)
If investments made prior to this period are considered, the total amount would be far greater, perhaps double or triple this amount.
Copyright 2013 by Noriko Behling
Japan United States Europe
Government Budget 3.4 2.4 2.4
Private-Sector Investment 6.8 2.4 4.8
1
3
5
7
9
11
Major Government Fuel Cell R&D Budgets: Japan, the United States, and Europe
Copyright 2013 by Noriko Behling
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Japanese Fuel Cell Budget 51 58 55 47 43 94 117 220 307 329 354 340 306 289 230 175 169 209
2575
125175225275325375Japan
(Total = ¥339.3billion or $3.4billion)
(Hundred Million¥)
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
DOE/Fossil Fuel Fuel Cell Budget
47 53 50 40 44 43 51 57 62 67 75 60 62 54 56 49 49 25
DOE/EERE Fuel Cell Budget NaN NaN NaN NaN NaN NaN NaN 76 92 144 167 153 190 206 196 174 98 104
25
75
125
175
225
275United States
(Total = $2.5 Billion less $133Million in earmarksor $2.4 billion)
(Million $)
FP3 (1990-1994)
FP4 (1994-1998)
FP5 (1998-2002)
FP6 (2002-2006)
FP7 (2006-2013)
FP Fund-ing
32 58 145 314 470
Member State Funding
32 58 145 314 470
50
150
250
350
450
550
650
750
850
950
Copyright 2013 by Noriko Behling
Major Government Fuel Cell R&D Budgets: Japan, the United States, and Europe (Continued)
Europe
(Total = €2.038 billion between 1990 and 2013, €1.8106 billion or $2.4billion) from 1995 thru 2012)
(Million €)
The fuel cell R&D budget here includes only that of the primary agency’s fuel cell and hydrogen R&D. For example, the US budget includes only the DOE fuel cell budget and not the Department of Defense or the Department of Commerce.
Estimated Private-Sector Fuel Cell R&D Investment amounts to at least $14 billion, 1995-2012
Global Private Sector Fuel Cell R&D Investment: Japan, United States, and Europe
Copyright 2013 by Noriko Behling
Japan United States Europe
Private-Sector Investment 6.8 2.4 4.8
0.5
1.5
2.5
3.5
4.5
5.5
6.5
7.5
($ billion)
Current Industry Status: Alkaline Fuel Cells (AFCs)
In 1839, William Grove invented the first fuel cell. In 1939, first AFC was built by British engineer Francis T. Bacon, used to
power a forklift and welding equipment in the1950s In late 1950s UCC and Allis Chalmers started AFC development In 1962, United Technologies Corporation (UTC) licensed Bacon’s AFC
technology, Developed for onboard power for Apollo and space shuttle missions until 2011
In the 1960s, many European, Japanese, and Russian companies engaged in AFC development.
During the 1970s and 1980s, most companies ended AFC effortsBut a few still remain:
AFC Energy continues to develop AFCs. Japanese automaker Daihatsu has started to develop hydrazine-fueled AFC
vehicles.
Copyright 2013 by Noriko Behling
Current Industry Status: Phosphoric Acid fuel cells (PAFCs)
In 1961, US researchers G. V. Elmore and H. A. Tanner built the first PAFC.
In 1976, DOE launched a PAFC R&D program, primarily providing support to UTC until 1992. In 1992, UTC began commercialization
In 1981, Japan launched a PAFC R&D program In 1998, Fuji launched commercialization
As of 2012, neither of them report making profits
Copyright 2013 by Noriko Behling
Current Industry Status: Phosphoric Acid fuel cells (PAFCs) (Continued)
Copyright 2013 by Noriko Behling
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
PAFC Installation
5 7 3 1 17 7 0 13 18 11 10 9 9 17 2 6 16 6 8 9 2
13579
1113151719UTC Power
units installedin the US
(Total = at least 176)
1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Fuji PAFCs in Japan 16 11 4 3 3 4 1 1 3 4 2 3 2 0 7 1 0 0 0 5 2
1
3
5
7
9
11
13
15
17Fuji Electric units installed in Japan
(Total = at Least 72)
Current Industry Status: Molten Carbonate Fuel Cells
In 1960, Dutch scientists G. H. J. Broers and J. A. A. Ketelaar operated first MCFC prototype –they ended their R&D in 1969
In the mid-1960s, US Army, the Gas Research Institute (GRI), and Electric Power Research Institute (ERPI) supported MCFC development
Starting in 1976, the US DOE funded MCFC R&D and supported GE, FuelCell Energy (then ERC), UTC, and M-C power
In 2000, FuelCell Energy launched commercialization. In 1981, Japan’s METI launched an MCFC development program and funded Fuji,
IHI, and MELCO. No Japanese companies began commercialization. In 1986, Italy started funding Ansaldo Ricerche, which is still in demonstration In 1988, Germany Started MCFC Development and supported MBB (later CFC
Solutions). In 2010, CFC Solutions ended its MCFC effort. FuelCell Energy continues marketing activities but has achieved no profits.
Copyright 2013 by Noriko Behling
Current Industry Status: Molten Carbonate Fuel Cells (MCFCs) (Continued)
Copyright 2013 by Noriko Behling
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
FCE Sales by MW
0.25
NaN
NaN
3.75
6.75
2.5 5.1 10.45
16.2
29.6
13 5.85
15.1
2.5
7.5
12.5
17.5
22.5
27.5
32.5
2005 2006 2007 2008 2009 2010 2011 2012
Net Loss -74.3 -84.2 -71.9 -96.57 -68.67 -56.33 -45.97 -35.91
-110
-90
-70
-50
-30
-10
2007 2008 2009 2011 2012
FCE sales in South Korea (MW)
12.6 25.6 30.8 70 121.8
10
30
50
70
90
110
130
FCE salesin SouthKorea
Total = 260.8MW
FCE salesin the US
Total =108.55MW
INSERT TITLE
Current Industry Status: Solid Oxide Fuel Cells (SOFCs) In 1899, Walther Hermann Nernst discovered first solid state oxygen ion conductor
(the Nernst mass) The prototype for the electrolyte in the present-day SOFC
In 1962, J. Weissbart and R. Ruka of Westinghouse built first modern SOFCs from a calcia stabilized zirconia electrolyte and two porous platinum electrodes.
In 1977, US DOE launched SOFC R&D and funded SWPC’s tubular SOFC. After more than 20 years of DOE support, SWPC was unable to commercialize
the technology. In 1974 Japan launched a basic SOFC R&D program and an industrial SOFC R&D
program in 1989 In 1986, several European countries launched SOFC R&D, followed subsequently
by Australia, Canada, and others. In 2001, DOE initiated another SOFC program, the Solid Energy Conversion
Alliance (SECA), to develop planar SOFCs Some SOFC manufacturers launched commercial activities.
Copyright 2013 by Noriko Behling
Current Industry Status: Solid Oxide Fuel Cells (SOFCs) (Continued)
Copyright 2013 by Noriko Behling
Jul 2008-Feb 2010 Feb-Dec 2010 2011 2012
Bloom Energy Installations (49.2MW) 11 4.6 9.6 24
Pending in court (30MW) NaN NaN NaN 30
2.57.5
12.517.522.527.532.5
o Bloom Energy has raised significant venture capital since its establishment in 2001. It raised another $130 million in May 2013. Bloom Energy has now collected over $1.1 billion in venture capital funding over its eleven-year lifetime.
o Bloom’s retained earnings through Q3 2012 stood at negative $873 million, with $113 million left in the bank.
o Bloom has a goal to be profitable in 2013.
Current Industry Status: Proton Exchange Membrane Fuel Cells
In 1955, GE invented PEMFCs
In 1983, Ballard started to improve GE’s PEMFC and developed a fuel cell bus in 1990
Since then, many governments have launched PEMFC R&D, and about 60 companies have engaged in PEMFC R&D worldwide.
Copyright 2013 by Noriko Behling
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Fuel Cell Cars (1993-2012)
Copyright 2013 by Noriko Behling
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Global FCV Development
5 1 NaN 1 4 6 10 13 26 15 12 14 17 5 14 14 11 9 8 4
2.5
7.5
12.5
17.5
22.5
27.5Fuel Cell CarDevelopmentTotal = 189
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Copyright 2013 by Noriko Behling
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
BMW NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 NaN NaN
China NaN NaN NaN NaN NaN NaN NaN NaN 3 2 1 2 3 NaN 4 3 1 4 1 NaN
Chryler NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 NaN NaN NaN NaN
Daimler NaN 1 NaN 1 1 1 1 2 4 1 2 NaN 2 1 NaN NaN 3 1 2 1
Ford NaN NaN NaN NaN NaN NaN 1 3 1 1 NaN NaN NaN 1 2 NaN NaN NaN NaN NaN
GM NaN NaN NaN NaN NaN 3 NaN 2 3 4 NaN NaN 1 1 1 2 NaN NaN NaN NaN
Honda NaN NaN NaN NaN NaN NaN 2 NaN 2 1 1 1 NaN 1 2 1 NaN NaN NaN NaN
Hydrogenics NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 NaN NaN NaN NaN NaN NaN NaN NaN
Hyundai/Kia NaN NaN NaN NaN NaN NaN NaN 1 NaN 1 NaN 2 NaN NaN 1 1 NaN 1 1 NaN
Mazda NaN NaN NaN NaN 1 NaN 1 NaN 1 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
Mitsubishi NaN NaN NaN NaN NaN NaN 1 NaN 1 NaN 1 NaN NaN NaN NaN NaN NaN NaN NaN NaN
Nissan NaN NaN NaN NaN NaN NaN 1 2 NaN 1 2 1 1 NaN NaN NaN 1 NaN NaN 1
PSA Peugeot NaN NaN NaN NaN NaN NaN NaN NaN 2 1 NaN 1 NaN 1 1 1 1 NaN NaN NaN
Renault NaN NaN NaN NaN 1 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 NaN NaN NaN 1
Suzuki NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 3 1 1 NaN 1 2 1 NaN NaN NaN
Toyota NaN NaN NaN NaN 1 1 NaN NaN 3 1 1 NaN 1 NaN NaN 1 NaN NaN 1 NaN
Daihatsu 1 NaN NaN NaN NaN NaN 1 NaN 1 NaN NaN NaN 1 NaN NaN NaN NaN NaN 1 NaN
VW NaN NaN NaN NaN NaN NaN NaN 2 NaN 1 NaN 1 NaN NaN 1 NaN 1 1 NaN NaN
Audi NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 NaN NaN NaN NaN 1 NaN 1 NaN
Miscellaneous 4 NaN NaN NaN NaN 1 2 1 5 1 1 3 7 NaN 1 1 2 1 1 1
2.5
7.5
12.5
17.5
22.5
27.5
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Copyright 2013 by Noriko Behling
Fuel Cell Buses (1993-2013)
Developmentof New FuelCell Buses
(Total = 94)
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
New FC Bus 1 NaN 1 NaN 3 1 2 3 7 4 5 4 4 13 8 7 11 17 2 1
13579
11131517
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Battery/Smaller FC (26)
NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 1 1 5 4 3 5 6 1 NaN
Battery/FC Hy-brid (57)
NaN NaN NaN NaN 1 1 1 2 7 2 4 2 2 8 4 4 6 11 1 1
Primarily Fuel Cell-Powered Bus (11)
1 NaN 1 NaN 2 NaN 1 1 NaN 2 1 1 1 NaN NaN NaN NaN NaN NaN NaN
1
3
5
7
9
11
13
15
17
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Copyright 2013 by Noriko Behling
Forklifts (2001-2013)
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Forklifts 5 26 80 27 47 158 362 578 623 1999 1985 2457
250
750
1250
1750
2250
2750
ForkliftsDeployment
Total = 8347 units
Oorja5%
Plug Power27%
Nuvera0%
Hydrogenics0%
Ballard67%
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Copyright 2013 by Noriko Behling
2005 2006 2007 2008 2009 2010 2011 2012
Net Loss
-86.98 -181.1
4
-57.3 -31.46 -3.258 -34.94 -33.4 -42.1
-190
-170
-150
-130
-110
-90
-70
-50
-30
-10
Forklifts
2005 2006 2007 2008 2009 2010 2011 2012
Net Loss
-51.7 -50.3
1
-60.5
7
-121.
7
-40.7 -47 -27.5 -31.9
-130
-110
-90
-70
-50
-30
-10
Plug Power (Million $) Ballard Power Systems (Million $)
No company has made a profit as yet.
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Backup Power (About 2000-2012)
Copyright 2013 by Noriko Behling
Prior to 2000
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Backup Power 11 112 1 2 8 14 9 21 203 722 1601 1728 1256 3633
250
750
1250
1750
2250
2750
3250
3750BackupPower
Total = 9321units
ReliOn1%
Hydrogenics0%
Altergy36%
IdaTech2%
Ballard62%UNITS?
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Backup Power
Ballard continues to have a net loss.
IdaTech was acquired by Ballard in 2012.
(Thousand US$) (Thousand US$)
Copyright 2013 by Noriko Behling
2006 2007 2008 2009 2010 2011*
Net Loss -18.9 -16.3 -21.9 -33.5 -23.7 -11
-37.5
-32.5
-27.5
-22.5
-17.5
-12.5
-7.5
-2.5IdaTech
Loss for the first 6-month of FY2011
2005 2006 2007 2008 2009 2010 2011 2012
Net Loss
-3737
4
-1307
59
-2806
8
-1431
9
-9375
-6545
-9788
-1267
9
-130000
-110000
-90000
-70000
-50000
-30000
-10000Hydro-genics
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
Copyright 2013 by Noriko Behling
2009 2010 2011 2012
Residential CHP Units 5030 4985 18067 14806
1000
3000
5000
7000
9000
11000
13000
15000
17000
19000
Residential CHP
Three Japanese companies, Panasonic, Toshiba, and JX Nippon Oil & Energy, are marketing 0.7kW residential CHP units.
Japaneseresidential CHP
Toy and Educational Systems
Cumulative toys and educational kits shipments, 2005-2010. These fuel cells currently ship more than 200,000 units per annum with steady growth of
approximately 15–25% year-on-year.
Copyright 2013 by Noriko Behling
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
2005 2006 2007 2008 2009 20100
20,000
40,000
60,000
80,000
100,000
120,000
140,000
Unit
s S
hip
ped
Current Industry Status: Direct Methanol Fuel Cells
Portable Auxiliary Power Unit (APU) or Backup Charger Applications
A company sold over 24,000 APU systems between 2004 to May 2012.
The most popular APU delivers 40 to 105 W, enabling batteries to operate electrical equipment for daily use onboard mobile homes for auxiliary heating, lighting, TV
The APU could operate for four entire days with only one 2.2 kg methanol fuel cartridge.
Copyright 2013 by Noriko Behling
Toys and Educational Systems Portable APU/battery charger
Heliocentris SFC Energy
(Thousands of €) (Thousands of €)
Copyright 2013 by Noriko Behling
Current Industry Status: Proton Exchange Membrane Fuel Cells (Continued)
2004 2005 2006 2007 2008 2009 2010 2011 2012
Net Loss -237 5 -480 -1392 -2293 -2806 -2998 -5592 -7663
-8500
-7500
-6500
-5500
-4500
-3500
-2500
-1500
-500
500 2007 2008 2009 2010 2011 2012
Net Loss -2524 -2355 -3785 -4123 -6218 -426
-6500
-5500
-4500
-3500
-2500
-1500
-500
After More than 170 Years Since its Invention, Why Hasn’t the Fuel Cell Become a Viable Product?
What is Needed to be Done?
Copyright 2013 by Noriko Behling
A Vital Question
Sciences Have Advanced Enough to Meet the Challenges Posed by Fuel Cells!
Entering the 21st century, a remarkable collection of advanced research tools have been assembled, such as electron microscopy, X-ray synchrotron light sources, linear accelerators , and computational chemistry
These tools now can be used to discover the basic science of fuel cell electro-chemistry and quantum physics
Recently, scientists have started to employ sophisticated microscopy instruments for advancing theoretical research and problem solving
Copyright 2013 by Noriko Behling
Recent Scientific Advances
Advancing computational chemistry/problem solving: Ai Sukuzi, Mark C. Williams, et al., “Evaluation for sintering of electrocatalysts and its effect on voltage drops in high-temperature proton exchange membrane fuel cells (HT-PEMFC),” Hydrogen Energy, 28 September 2012.
Problem solving: In May 2010, Dr. Adzic of Brookhaven succeeded in achieving layers of platinum a few atoms thick, and other platinum group metals, on nanoparticles. In September 2012, Tiva Sharifi, Guangzhi Hu, et al. showed the way to manipulate carbon atoms and nitrogen atoms that would lead to desired catalytic properties.
Copyright 2013 by Noriko Behling
Recent Scientific Advances (Continued)
Researchers at Yamanashi University and Waseda University, working with others at Shimadzu Corporation, Fuji Electric, and Hitachi, have succeeded in imaging the oxygen distribution within a fuel cell stack for the first time.
They used a chemical reagent that absorbs light and emits light of a specific wavelength when oxygen is present and captured an image of oxygen distribution with a charge-coupled device camera.
The visualization of the inner working of a fuel cell stack could reveal mechanisms of fuel cell deterioration.
Copyright 2013 by Noriko Behling
Recent Scientific Advances (Continued)
Researchers at Oak Ridge National Laboratory have used a novel microscopy method called electrochemical strain microscopy to successfully examine the dynamics of oxygen reduction/evolution reactions in fuel cell materials
This may reveal ways to redesign or cut the costs of the energy devices.
Copyright 2013 by Noriko Behling
Recent Scientific Advances (Continued)
Researchers at Los Alamos National Laboratory have developed nonprecious-metal catalysts using carbon, iron, and cobalt to avoid the use of expensive platinum catalysts in hydrogen fuel cells.
The team says its next step will be to better understand the mechanism underlying the carbon-iron-cobalt catalyst.
This could lead to improvements in nonprecious-metal catalysts, further increasing their efficiency and lifespan.
Copyright 2013 by Noriko Behling
Policy Recommendation:
Any effort would be centered on basic research to achieve breakthroughs in fuel cell challenges.
Basic research should be kept unencumbered from applied research and product development.
At the same time, the effort should focus on comprehensive basic research, applied research, and product development project.
Participants would include:National research laboratoriesAcademic institutionsFuel cell industry
Copyright 2013 by Noriko Behling
Recommended Solutions (Continued)National Fuel Cell Development Project (NFCDP)
Copyright 2013 by Noriko Behling
Source, Noriko Behling, “Making Fuel Cells Work,” Issues in Science and Technology, National Academy of Sciences, Spring 2013.
Recommended Solutions
Copyright 2013 by Noriko Behling
One critically important effort that is ongoing is the New Industry Creation Hatchery Center (NICHe) at Tokuku University
Source, “Partnership between Industry and Academia, TOHOKU UNIVERSITY,” by Prof. Fumihiko Hasegawa, New Industry Creation Hatchery Center (NICHe), 2010.