nice & china energy introduction and briefing · • 35 mpa dispenser able to meet any...
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NICE & China EnergyIntroduction and Briefing
February 2019, CARB ZEB Symposium and Showcase
Jeff AllenDirector of Marketing & Business Development
2© 2019 NICE America
Agenda
Company Overview• NICE America (U.S. HQ of National Institute of Clean and Low-Carbon Energy)
• Subsidiary of China Energy
Developments within China Energy• Strategy in China
‒ Self-fund 200-300 Hydrogen Refueling Stations‒ Gaseous infrastructure Technology Development
• Strategy in U.S.‒ Liquid Hydrogen infrastructure Technology Development‒ Underground
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480 MM tons mined/yr
270 MM tons port capacity
2155 km rail network233 GW total installed capacity
Coal production and use Electricity generation
15 MM tons chemicals/yr 37 GW installed wind
Transportation
©2018 NICE America Research, Inc.
Conventionalenergy
New energy
Transportation
Coal
Finance
Coal to chemicals
Science &technology
Environmentaltechnologies
8 biz areas
China Energy
SHENHUA GROUP
transforming to Two large energy companies
One of the best clean energy companies
China’s largest power company, accounting for 15% of electricity production in China
Assets: 1.8 TT RMB ($286 BB)
Employees: 350,000
Formed in 2017 through the merger of Shenhua Group and China Guodian Group
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NICE Overview
Clean Technology Incubator and Commercialization• Headquartered in Beijing, China
‒ 400+ researchers, over 50% Ph.D.s• U.S. HQ: in Mountain View, CA commissioned in October, 2016 (+21 people)
‒ Also feedthrough with West Virginia LNG Activities (article)• European HQ in Schwabisch Hall, Germany (+150 people) – after 263M € JV investment with Manz Solar• NICE Originally Founded as Foreign Expert Laboratory
‒ Many alumnus of (many trained in U.S. and Canada)
Beijing Focus Mountain View Focus
Hydrogen in China and China Energy
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China Hydrogen Overview
Hydrogen energy is supported by Chinese government• Energy security, clean environment, global commitment, industry transformation are among the drivers• The government has incentives and policies in place
Buses and delivery vehicles are first, passenger cars are next• Fleets of MD/HD ahead of LD
Byproduct gases, renewables and coal to H2 (coal eventually with CCS) are paths to hydrogen fuel• H2 from natural gas (limited natural gas) is not competitive in China
Systematic effort is being orchestrated by major players• China Energy CEO is inaugural Chairman of China Hydrogen Alliance
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NICE’S Vision: Hydrogen Energy: Clean Mobility for the Masses
Production: $3/kg*
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Transport: $0.5/kg* Refueling: $1/kg* FC devices
Convenient and Compelling < Gasoline equivalent (~ $6 / kg)*Aspirational Objective $4.5/kg for High-Volume market enablement
Measures Others NICE HRS TargetsPump price, $/kg $14-16 $ 4.5 / kg
(3.5 RMB/L gge)
Relative to gasoline price 2-3x higher ~50% lower
Safety High High
Availability >80% >95%
Access and convenience Spotty coverage National network
Carbon footprint Various, but generally high Low- to no-carbon
Safe, reliable, convenient, and economically compelling
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Developing Leading Position in Hydrogen
Production Transport FC devicesRefueling
Research Focus Areas
Shenhua Hydrogen(in China)
Sister Subsidiary• Self-Funding 200-300 large volume stations within the next decade (1,000 kg / day target)• Molecule Production
Beijing• Technology Development on Infrastructure Equipment – Gaseous• Technology Development on Molecule Production• Codes & Standards in China
America• Technology Development on Infrastructure Equipment – Liquid• Codes & Standards Globally (new innovation)
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Shenhua Hydrogen: Jiangsu Rugao HRS
Land area: 2583 square meters
Dispensers: 35MPa, 70MPa
Hydrogen storage capacity: 586 kg
Daily capacity: 1000 kg of gaseoushydrogen
China's first hydrogen refueling station that meets 35 MPa/70 MPa dual mode international standard
First Fills September 2018,Completion Expected Spring 2019
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Looking to the Future: What is Needed in Station Design ? A Revolution !
Tomorrow
In development
Today
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Required Transformation
High-Reliability - equivalent to gasoline / diesel Profitable Station – low CapEx cost ($/kg) and high volume capacity
• Zero-Boil Off – minimal product loss (OpEx impact)
Minimal Footprint - taking up valuable bus depot real estate Fast fills / Back-to-Back - meets demands of large bus fleets
• Unlimited Back-to-Back Fills – until the tank is run dry
Direct Fill Station equipment simplification
• No compressor, pre-cooler directly inside dispenser• Elimination of cascade storage
Scalability to meet large fleets - >> 100 buses (no limit)
12© 2019 NICE America
NICE’s Solution Solution
• High-flowrate liquid pump enabling underground storage‒ No Boil-Off‒ Originally Developed for on-vehicle LNG applications‒ Target 230 kg / hr (hydrogen always liquid)‒ Back-to-back fills limited by Tank volume‒ Flexible tank size to meet capacity needs
• Controls system and Hydraulics• Vaporizer• 35 MPa Dispenser able to meet any temperature
Above Ground: controls system, hydraulics, vaporizer and dispensers
Timeline• Validation Testing = 3Q2019• Demonstration Station = 2H2020 (at customer site) • Product Release = mid-2021
Product Offering (in development)• Turn-key station solution• Reference Design • Made in USA option
NICE Proprietary & Confidential 132/8/2019
Call to Arms
