hydrogen can help mitigate all these challenges€¦ · 2 hydrogen can help mitigate all these...

2

Hydrogen can help mitigate all these challenges

SOURCE: Hydrogen Council

Act as a buffer

to increase

system resilience

Distribute energy

across sectors and

regions

Enable large-scale

renewables integration

and power generation

Enable the renewable energy system Decarbonize end uses

4

7

5

6

2

3

1

Decarbonize

transportation

Help decarbonize

building heat and

power

Decarbonize

industrial energy

use

Serve as renewable

feedstock

3 SOURCE: Hydrogen Council

10

9

11

16

22

9

2050

78

14

28

10

40 30 20 2015

8

Transportation

4

Power generation,

buffering

1

Industrial energy

5

Building heat and power

6

New feedstock (CCU, DRI)

7

Existing feedstock uses 10

Hydrogen could provide ~18% of energy demand in a 2-degree world Potential global energy demand supplied with hydrogen, Exajoule (EJ)

18% of final energy

demand

4

Hydrogen can benefit the energy system, environment and economy

SOURCES: Hydrogen Council, IEA ETP Hydrogen and Fuel Cells CBS, National Energy Outlook 2016

18% of final energy

demand

6 Gt annual CO2

abatement

$2500 bn annual sales

(hydrogen and

equipment1)

30 million jobs

created

1 Value add of fuel cells

Estimated impact in 2050

5

In transport, industry and buildings hydrogen could contribute

40-60% of required CO2 abatement

5.8

1.1

2.3

4.6

26.6

12.9

SOURCES: IEA, Hydrogen Council

Transportation

Industry energy

Power generation,

buffering

4

1

5

Building heating

and power

6

Industry feedstock

7

Total

1 Aviation, shipping, rail, material handling

2 Difference between IEA Reference Technology and 2 degree scenario

Required CO2 abatement for 2DS2

Gt

Potential contribution from hydrogen

Share of required CO2 abatement

Other

~ 3%

~ 40%

~ 40%

~ 60%

~ 20%

6

The technologies exist and are ready to be deployed


Trans-

portation

Power

generation

Industrial

energy

Building heat

and power

Industry

feedstock

Today 2020 25 30 35 40 2045

1 Mass market acceptability defined as sales >1% within segment in priority markets 2 Market share refers to the amount of production that uses hydrogen and captured carbon to replace feedstock

3 DRI with green H2, iron reduction in blast furnaces and other low-carbon steel making processes using H2 4 Market share refers to the amount of feedstock that is produced from low-carbon sources

Start of

commercialization

Mass market

acceptability1

In renewables-constrained countries

In other countries

Forklifts

Medium and large cars

City buses

Vans

Coaches

Trucks

Small cars

Minibuses

Trams and railways

Passenger ships

Synfuel for freight

ships and airplanes

4

1

5

6

7

Medium-/low industry heat

Blended hydrogen heating

Production of methanol, olefins and BTX using H2 and captured carbon2

High-grade industry heat

Pure hydrogen heating

Refining

Ammonia, methanol

Decarbonization of feedstock4

Steel3

7

Milestones for 2030 on the path to the 2050 vision


▪ 1 in 12 passenger cars sold powered by fuel cells in early-

adoption markets: Germany, California, Japan and South Korea

▪ 50 million households connected to a network safely blending

hydrogen and natural gas

▪ 20 Mt CO2 converted to chemicals and intermediates such as

methanol using hydrogen

▪ 3.5 Mt hydrogen used for high-grade heat in first large-scale

projects

4

5

6

7

8

Global rollout after 2030 could amplify growth towards 2050 Leaders Followers Rest of world

Follower

2030

Example: FCEV Rollout – millions of vehicles (cumulative fleet)


Leader

5 5

Leader

2050

Follower

190 175 Rest

45

9

The case for acting now: Large-scale deployment initiatives

underpinned by long-term policy frameworks to attract investors

Hydrogen technology

proven in a wide range of

applications

Urgency to initiate scale-

up to meet climate

change targets

Momentum in the

industry – Hydrogen

Council is established

Accelerate

development and

commercialization of

products and build-out

infrastructure to support

large-scale deployment

Finance infrastructure

and value chain

development for large-

scale deployment

Industry

Collaborate with industry to

build national strategies and

roadmaps and put in place long-

term policy frameworks

Policymakers

Investors

10

BACKUP

11

100

1,000+ 10

10,000+

10

0.1

1,000

1

100

Weight

Tons

Average mileage per day/trip Km

4. FCEVs will play an essential role in decarbonizing transport

Source: Toyota, Hyundai, Daimler

1 Battery-hydrogen hybrid to ensure sufficient power

2 Split in A- and B-segment LDVs (small cars) and C+-segment LDVs (medium to large cars) based on a 30% market

share of A/B-segment cars and a 50% less energy demand

Bubble size representing the relative annual energy consumption of

this vehicle type in 2013

Bio- and (H2-based)

synthetic fuels

FCEV

BEV

Medium to large cars², fleets

and taxis

Small cars/urban mobility2

1

1

Light commercial vehicles

Projected economic attractiveness

DECARBONIZE TRANSPORT

Source: ICCT, IPCC, IEA ETP 2016

0.4

0.8

0.42

0.8

0.1

1.1

0.6

3.02

1 The global amount of energy-related CO2 emissions in 2013 was 34 Gt 2 Split in A- and B-segment LDV‘s (small cars) and C+-segment LDV‘s (medium-to-large cars) based on a 30% market share of A/B-segment cars and a 50% less energy demand

GHG emissions in the transport sector, 2013, Gt CO2

DECARBONIZE TRANSPORT

▪ Transport sector emits 7.2 Gt of CO2

– 20% of total energy-related CO2 emissions1)

▪ Three complementary options for transport decarbonization exist: – Battery electric vehicles (BEVs) – Fuel cell electric vehicles (FCEVs) – Bio- and (hydrogen-based) synthetic fuels

BACKUP

4. Transport causes 20% of the total energy-related carbon emissions

Hydrogen in Transport

14

Toyota Opens a Portal to the Future of Zero Emission Trucking “Project Portal” hydrogen fuel cell system designed for heavy-duty truck at the Port of Los

Angeles

Feasibility study will examine potential usage of fuel cell technology in heavy-duty applications

15

Investing $280 billion until 2030 would create a market worth more

than $140 billion annually


$ billion1

4

7

5

6

2

3

1

Storage, transport,

and distribution

Hydrogen

production

End-uses in transportation, industry

energy, buildings and feedstock

40

110

Investment

potential

2018-30

Annual

revenues

20301

30

80 90+

70+

Enable the renewable energy system Decarbonize end uses

1 Excluding existing feedstock uses, Considering only hydrogen value-added

Total

280+

140+

16

Hydrogen has significant potential across all applications

Relative importance by 2050 Market share potential in segment

1 Percent of total annual growth in hydrogen and variable renewable power demand 2 For aviation and freight ships 3 Percent of total methanol, olefin, BTX production using olefins and captured carbon


Bubble size indicates hydrogen potential in 2050 in EJ (1 EJ)

4

1

5

6

7

0% 10% 20% 30% 40% 60% 80% 100%

Steel

(DRI)

CCU for

methanol,

olefins, BTX3 Refining

Ammonia,

methanol

Heating/co-generation in

countries with gas networks

Heating/co-generation

in countries without

gas networks

Medium-/low

industry heat

High-grade

industry

heat

Mid-sized/

large cars

Passenger

ships

Vans & minibuses

Coaches & buses

Forklifts Trucks

Trains & tramways

Synfuel2

Small cars

Power ge-

neration Buffer1

Industry

feedstock

Building heat

and power

Industrial

energy

Trans-

portation

Power

generation

hydrogen can help mitigate all these challenges€¦ · 2 hydrogen can help mitigate all these...

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