Transformations in the global energy systemklasterwodorowy.pl/images/pliki/aktualnosc_15_11_2018/Air_Liq.pdf · I AIR LIQUIDE, THE WORLD LEADER IN GASES, TECHNOLOGIES AND SERVICES

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Transformations in the global energy system

Enable the growth of intermittent renewable energy

Lower the carbon emissions of end uses

Gas Coal

CCSBiomass

CO2

Hydrogen is unavoidable for the energy transition:

Electricity

H2Hydrogen

Today Tomorrow

Oil

CO2

Gas CoalOil

CO2

2June 2018 - PUBLIC

Enable the renewable energy system

There are seven roles for hydrogen in the energy transition

Act as a buffer to increase system resilience

Distribute energy across sectors and regions

Enable large-scalerenewables integration and power generation

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3Serve as feedstock, using captured carbon

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Decarbonize industry energy use

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Help decarbonizebuilding heating and power

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Decarbonize end uses

Decarbonize transportation

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Hydrogen has significant potential across all applications

Relative importance by 2050Market share potential in segment

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

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1

5

6

7

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

Steel (DRI)

CCU for methanol, olefins, BTX3

RefiningAmmonia, methanol

Heating/co-generation in countries with gas networks

Heating/co-generation in countries withoutgas networks

Medium-/low industry heat

High-grade industry heat

Mid-sized/large cars

Passenger ships

Vans & minibuses

Coaches & buses

ForkliftsTrucks

Trains & tramways

Synfuel2

Small cars

Power generation

Buffer1

Industry feedstock

Building heatand power

Industrial energy

Trans-portation

Power generation

The technologies exist and are ready to be deployed

Transportation

Power generation

Industrial energy

Building heatand power

Industry feedstock

Today 2020 25 30 35 40 2045

Start of commercialization

Mass market acceptability1

In renewables-constrained countriesIn other countries

Forklifts Medium and large cars

City busesVans

Coaches

Trucks

Small cars

MinibusesTrams and railways

Passenger ships

Synfuel for freightships and airplanes

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1

5

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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

RefiningAmmonia, methanol

Decarbonization of feedstock4

Steel3

1 Mass market acceptability defined as sales >1% within segment in priority markets2 Market share refers to the amount of production that uses hydrogen and captured carbon to replace feedstock3 DRI with green H2, iron reduction in blast furnaces and other low-carbon steel making processes using H24 Market share refers to the amount of feedstock that is produced from low-carbon sources

Hydrogen by 2050: a quantified vision of its key role in the energy transition

of final energy demand

18%

6 Gtannual CO2 abatement

$2 500 Bnannual sales (hydrogen & equipment)

30 million jobs created

Source: McKinsey & Hydrogen Council 2017 6June 2018 - PUBLIC

AirplanesApplications

Ferries1 T/day

Trains150 kg/day

per train

Trucks100 kg/day

per truckBuses 20 kg/day per bus

Bicycles & scooters

Material handling vehicles100 kg/day per site

Drones

Individual cars100-200 kg/day

per station

Hydrogen mobility markets:Ready to scale TODAY

Cruise ships 10 T/day

7June 2018 - PUBLIC

Mobility for ConsumersParis, Brussels and Rotterdam5 HRS

Mobility for ConsumersJapan6 HRS

Mobility for ConsumersDubai 1 HRS

Mobility for ConsumersKorea1 HRS

Mobility for ConsumersUS North-East12 HRS + Supply chain

Mobility for ConsumersCalifornia4 HRS

Mobility for ProfessionalsUS+EUROPE9 HRS

Power to GasDenmark5 HRS + 1 Electrolyzer

Mobility for ConsumersGermany11 HRS

100 Hydrogen recharging stations (HRS) installed by Air Liquide in the world in which 40 directly invested and operatedby Air Liquide

Air Liquide already started to invest

14 bn m3/yr1,850 km H2 pipelines46 large H2/CO plants40 electrolyzersin operation2 bn € sales

8June 2018 - PUBLIC

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I AIR LIQUIDE, THE WORLD LEADER IN GASES, TECHNOLOGIES AND SERVICES FOR INDUSTRY AND HEALTH

xx.xx.2018Name • ALAT GmbH Hydrogen gets things moving

THIS DOCUMENT IS PUBLIC

Germany as an example for AL activities: H2 MOBILITY Joint Venture

In 2015, Air Liquide joined forces together with its partners Daimler, Linde, OMV, Shell and Total and founded the joint venture H2 MOBILITY Deutschland GmbH & Co. KG. So that progress dovetails as closely as possible with the automobile industry, BMW, Honda, Hyundai, Toyota and Volkswagen are on board as associated partners.In October 2018, Great Wall Motor (GWM), one of the leading Chinese car manufacturers, signed a Memorandum of Understanding to join H2 MOBILITY as seventh shareholder.

H2 MOBILITY will expand the existing network of hydrogen stations in Germany to up to 400. - First interim goal: 100 H2 stations in metropolitan areas and along t motorways by 2019- Followed by another 300 stations as the vehicle numbers are ramped up.

The stations are preferably integrated into existing conventional service stations. Their design is compact and relies mainly on standard components for the fuel pumps, the hydrogen storage, and the compression.

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H2 MOBILITY receives funding from the German Federal Ministry of Transport and Digital Infrastructure (BMVI) as part of the National Innovation Programme for Hydrogen and Fuel Cell Technology (NIP) as well as from the European Commission in the Hydrogen Mobility Europe project, which receives funding from the Fuel Cells and Hydrogen 2 Joint Undertaking (FCH 2 JU, grant agreement no. 671438). The FCH JU is supported by the European Union Framework Programme for Research and Innovation (Horizon 2020), Hydrogen Europe and the Hydrogen Europe Research Association.




Germany: H2 MOBILITY: A fully operational company

100 stations by 201920 stations in 2015

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Mission: the quick, efficient development of the hydrogen infrastructure needed for fuel cell vehicles, in order to provide nationwide coverage.




Germany: Building a comprehensive hydrogen network

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Status: As of October 2018, Germany had a total of 53 H2 refuelling stations

● 10 stations thereof invested and initially operated by AL under the roof of CEP● 8 out of these 10 stations (all except Düsseldorf-Höherweg and

Cologne-Frechen) taken over by H2 MOBILITY in H1 2018● 7 stations thereof with AL technology, invested and since the very beginning

operated by H2 MOBILITY● Thus in total 17 stations with AL technology in operation● Real time information via the H2 Live App

Outlook: The network is constantly growing● 1 additional station invested and to be initially operated by AL under execution ● 20 additional stations invested and operated by H2 MOBILITY with AL

technology under execution● Thus in total additional 21 stations with AL technology under execution

http://h2.live/en/#app




Stations in operation I

Opened in June 2017Frankfurt am Main (with Shell)

Opened in December 2017; officially inaugurated in February 2018

Wendlingen (with Shell)

Germany: H2 MOBILITY stations with AL technology

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To place images:

- Click on the grey shape

- Select “replace image”

- Insert new image

- Double click on it to position it

and crop it to fit the shape Ingolstadt (with TOTAL)

Opened in December 2017; officially inaugurated in March 2018




Stations in operation II

Opened in July 2018;officially inaugurated in August 2018

Lohfelden (with Shell)

Germany: H2 MOBILITY stations with AL technology

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To place images:

- Click on the grey shape

- Select “replace image”

- Insert new image

- Double click on it to position it

and crop it to fit the shape Ratingen (with Shell) Mülheim (with Star/Orlen)

Opened in September 2018;scheduled to be officially inaugurated in spring 2019

Opened in May 2017




Refuelling at Air Liquide: How it works

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To place an image:- Click on the grey shape- Select “replace image”- Insert new image- Double click on it to position it and crop it to fit the shape




Third generation of AL H2 stations: G3

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First G3 station in Germany (and Europe) has been Ratingen (near Düsseldorf, with Shell), opened in Q3/2018

more compact / simplify the systemless civil work requiredtypical site-footprint = 80 - 100 m²

"Hydrogen is really at the heart of the energy transition. As we can produce heat and power directly from hydrogen in a clean way, we easily understand why it is important for this transition. It's the beginning of a journey, we've created

a momentum and now it's all about scaling up!" Benoît Potier, CEO, Air Liquide

16June 2018 - PUBLIC

Transformations in the global energy systemklasterwodorowy.pl/images/pliki/aktualnosc_15_11_2018/Air_Liq.pdf · I AIR LIQUIDE, THE WORLD LEADER IN GASES, TECHNOLOGIES AND SERVICES

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