japan s ene-farm programme · 2018-04-03 · support for installation sustained market growth for...
TRANSCRIPT
Japan’s ENE-FARM programme
Aki MARUTA, Ph.D. Project Manager
Technova Inc [email protected]
10/10/2016
Austrian Energy Agency GmbH
Open Workshop “Fuel cells: Why is Austria not taking off?”
About TECHNOVA
About Technova / Speaker
Technova Inc www.technova.co.jp
consulting firm, based in Tokyo
Founded: 1978
Fields: Energy, Mobility, Environment
(H2/FC, battery, future mobility, renewables, auto-drive)
Clients: national government, local governments, agencies
(& many private customers)
Local host of ICHS (6th International Conference on Hydrogen Safety) in
2015 in Yokohama
Akiteru (Aki) Maruta, Ph.D. [email protected]
Project Manager at Technova
Expert in H2/FC technology and policy analysis
(hydrogen stations / FCV) since 1999
Working with METI / NEDO for international collaborations
(IEA AFCIA, IEA HIA, IPHE)
Member of IA HySafe
For H2/FC promotion: hydrogen-energy-navi
4
http://www.hydrogen-navi.jp/
Information includes
- How FC works
- Ene-Farm
METI’s Strategic Roadmap for
H2 / FC
Strategic Roadmap for H2 / FC
6
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
2020
2030
2040
2009: Residential FC
2015: FCV
2017: Stationary FC
around 2020:
FCV fuel cost
≦ HEV fuel cost
around 2025:
FCV cost competitive
≧ HEV
Mid 2020s
-H2 Cost (CIF) :
JPY30/Nm3
-Enhance Supply Chain
in Japan
Around 2030
-Import H2 from overseas
- Full-scale H2 Power Plant
Around 2040
CO2-free H2 by combining
CCS and renewable energy
Phase 1Installation Fuel Cell
Phase 2 H2 Power Plant/
Mass Supply Chain
- Accelerate RD&D
- Realize reasonable
H2 price
Phase 3CO2-free Hydrogen
- Systematic RD&D
Tokyo Olympic/
Paralympics
Market on H2 and FC in Japan
Approx. 1 trillion yen in 2030 → Approx. 8 trillion yen in 2050
• published in June 2014, revised in March 2016
• Step by step approach to realize “Hydrogen Society” (toward 2040)
Strategic Roadmap for H2 / FC
7 Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
Phase1 (Current - ) 1. Stationary FC FCs for Residential Application
Sales volume (cumulative)
1.4 mil units by 2020
5.3 mil units by 2030
Payback Time (incl. unit price, installation cost)
7-8 years by 2020
5 years by 2030
Unit Price
PEFC: 800,000 yen (ca 7,000 EUR) by 2019
SOFC: 1,000,000 yen (ca 8,700 EUR) by 2021
Market should be self-sustained by around 2020
FCs for Commercial / Industrial Application
SOFC
Commercialization by 2017
* 1 yen = 0.095 EUR
Strategic Roadmap for H2 / FC
8
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
2. FCVs Market (in stock)
About 40,000 FCVs by 2020,
About 200,000 FCVs by 2025
About 800,000 FCVs by 2030
Small-sized FCVs will be launched by around 2025
3. Hydrogen Refueling Stations Commercial HRS deployment
About 160 stations by FY2020
About 320 stations by FY2025
Need about 900 stations (with capacity of 300Nm3/h) by 2030
Establish self-sustaining business by the late 2020s
Small-capacity HRS using renewable source
About 100 stations by 2020
Strategic Roadmap for H2 / FC
Phase 2: H2 Power Plant / Mass Supply Chain (Realized in the late 2020s)
4. Hydrogen Power Plant
Reflects a report by study group on H2 power plant (March 2015) ,
embodies the description
Phase 3:CO2-free Hydrogen (Realized in the late 2040s)
5. Hydrogen derived from Renewable Energy
States to launch a working group which handles technical and
economic issues regarding introduction of CO2-free hydrogen and
come to conclusion by March 2017.
Describes the promotion of advanced initiatives such as the reform
2020 project and Fukushima new energy society initiative.
9
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
Strategic Roadmap for H2 / FC: Stationary FCs
10
Around 2015 Around 2020 Around 2030 Around 2040
1.4 mil residential FCs installed Achieving a cost for payback time of 7-8 years
(PEMFC: 800 K yen, SOFC 1 mil yen)
5.3 mil residential FCs installed Achieving a cost for payback time of 5 years
Deployment of H2-based FCs for limited areas
Support for installation Sustained market growth for residential FCs
Domestic market expansion (new houses / standalone existing houses / complexes)
Oversea market expansion (starting from Europe to other regions) Review:
Electricity market
to be open for FC - Price reduction by volume production
- Price reduction by streamlining and standardizing
processes for installation and maintenance
Re
sid
en
tia
l
ap
pli
cati
on
R&D on SOFC and other
type of FCs for cost
reduction and long life
Co
mm
erc
ial an
d
Ind
ustr
ial A
pp
lic
ati
on
- Demonstration of various conditions (load, weather) - Review of regulations
Demonstration & regulation review toward commercialization
Self-sustained market growth - Price reduction by volume production - Price reduction by streamlining and standardizing
processes for installation and maintenance
Ap
plicati
on
D
eliv
ery
&
Sto
rag
e
2017: Market introduction of FCs for commercial / industrial application
System with reformer using city gas or LP gas
Hydrogen pipeline, installed at limited
areas (e.g. areas with HRS)
Demonstration on H2 supply-chain
in collaboration with local communities
With local govs and local SMEs (e.g. Tokyo Olympic games
Full-scale operation of
supply chain of H2 from
overseas unutilized resources
Full-scale operation of supply chain of CO2-free H2
Pro
du
cti
on
Note: Unofficial translation
Budget for H2 / FCs in FY 2016 (METI)
11
Support the building of
HRSs. Partially
subsidize activities for
creating new demand,
etc.
Installation Fuel Cells
Phase 1
H2 Power Plant/
Mass Supply Chain
Phase 2
CO2-free
Hydrogen
Phase 3
Focus on implementation from the present Realization in the late 2020s Realization in 2040s
Promotion of stationary FCs Promotion of FCVs
Subsidies for Micro-CHP FCs
[JPY 9.5 billion]
Promote the accelerated
introduction of ENE-
FARMs. Promote lower
cost through mass
production.
Subsidies for HRSs
[JPY 6.2 billion]
Support for FCVs
[JPY 15 billion]
(incl. other policy items)
R&D of FCs
[JPY 3.70 billion]
Conduct R&D to
enhance performance
and lower costs of
FCs, and demonstrate
commercial
applications of FCs. Large-
CHP FCs
R&D of FC, etc.
Develop technologies
to lower costs of
HRSs, enhance safety
and security and
collect data so as to
review regulations.
Building a H2 supply chain
Demonstrate how hydrogen can be
produced from untapped overseas
energy resources (by-product hydrogen,
brown coal, etc.), transported in the
form of liquefied hydrogen or organic
hydride, and used to generate power.
Construction of a H2 energy network
Build a network that
effectively connects multiple
hydrogen applications in the
region.
R&D of H2 production, transport and storage
R&D for producing, transporting
and storing H2 derived from
renewable energy
[JPY 1.55 billion] Develop technologies of high efficiency
water electrolysis units, tanks for
storing liquefied hydrogen, etc. with the
use of renewable energy sources in
mind.
R&D of HRSs
[JPY 4.15 billion]
Demonstrations for a H2 supply chain
[JPY 2.80billion]
Construction of a H2
energy network
[JPY 4.5 billion]
(incl. other policy items)
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
ENE-FARM MARKET
ENE-FARM: Market Overview
13
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
2,550 9,998 18,958
34,628
66,217
106,656
142,837
324
2,897
5,588
8,643
11,208
19,282
37,525
71,805
115,299
154,045
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
2009 2010 2011 2012 2013 2014 2015
Cu
mu
lati
ve In
stal
led
un
its
Fiscal Year
SOFC
PEMFC
Total
Accumulated volume: more than 150,000 units, achieved within 7
years.
ENE-FARM: Unit Price and Subsidy
14
2,440
2,250
1,9701,820
1,750
3,0303,000
2,530
2,170
1,720
1,530
1,360
430350
1,400 1,350
1,050
700
450
3803000
500
1,000
1,500
2,000
2,500
3,000
3,500
2009 2010 2011 2012 2013 2014 2015
[,000 yen/unit]
Fiscal year
Price-SOFC
Price-PEMFC
Subsidy-SOFC
Subsidy-PEMFC
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
2,440
2,250
1,9701,820
1,750
3,0303,000
2,530
2,170
1,720
1,530
1,360
430350
1,400 1,350
1,050
700
450
3803000
500
1,000
1,500
2,000
2,500
3,000
3,500
2009 2010 2011 2012 2013 2014 2015
[,000 yen/unit]
Fiscal year
Price-SOFC
Price-PEMFC
Subsidy-SOFC
Subsidy-PEMFC
2,440
2,250
1,9701,820
1,750
3,0303,000
2,530
2,170
1,720
1,530
1,360
430350
1,400 1,350
1,050
700
450
3803000
500
1,000
1,500
2,000
2,500
3,000
3,500
2009 2010 2011 2012 2013 2014 2015
[,000 yen/unit]
Fiscal year
Price-SOFC
Price-PEMFC
Subsidy-SOFC
Subsidy-PEMFC
Strategic subsidy program toward cost reduction of units for end
customers.
ENE-FARM: 2016FY Subsidy Scheme:1
15
PEMFC unit
Subsidy
Below
base price
(1,270,000 yen
= 11,000 EUR)
Above
base price,
below
upper-limit price
Above
upper-limit price
(1,420,000 yen
= 12,400 EUR)
150,000 yen/unit
= 1,300 EUR/unit
70,000 yen/unit
= 610 EUR/unit
Not qualified
SOFC unit
Subsidy
Below
base price
(1,570,000 yen
= 13,650 EUR)
Above
base price,
below
upper-limit price
Above
upper-limit price
(1,690,000 yen
= 14,700 EUR)
190,000 yen/unit
= 1,650 EUR/unit
90,000 yen/unit
=780 EUR/unit
Not qualified
Additional subsidies Retro-fit installation: + 30,000 yen/unit (260 EUR/unit)
LPG unit: + 30,000 yen/unit (260 EUR/unit)
Cold-weather unit: + 30,000 yen/unit (260 EUR/unit)
* 1 yen = 0.095 EUR
Source: Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry
* Base price and upper-limit price exclude tax, and include installation cost.
* Base price and upper-limit price may sift depend on system configurations
and operation conditions.
ENE-FARM: 2016FY Subsidy Scheme: 2
16
* Base price and upper-limit price may sift depend on system configurations.
Cold-weather proof +300,000 yen
Backup power unit (integrated) +60,000 yen
Backup power unit (not integrated) +40,000 yen
collective housing +120,000 yen
Fuel: LP gas +120,000 yen
Fuel: Domestic natural gas +60,000 yen
Small-sized retailer +100,000 yen
Using existing hot water unit (PEFC) -270,000 yen
Using existing hot water unit (SOFC) -300,000 yen
Base price (standard unit) Base price (Cold-weather unit)
Shift
1,270
1,570 1,570
1,870
1,270
1,570
300 300
2,000
1,600
1,200
800
400
0
2,000
1,600
1,200
800
400
0
[,000 yen] [,000 yen]
Amount of Shift
ENE-FARM: Market Closeup
17
63% 67%62%
52% 50%
37% 33%38%
48% 50%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015
Installation for exsisting houose
Installation for new construction
85% 82% 82%87% 90%
15% 18% 18%13% 10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015
LPG
City Gas
93%
82%
94% 93% 93%
7%
18%
6% 7% 7%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015
SOFC
PEMFC
House type Fuel type System type
Source: Fuel Cell Association
Fiscal Year Fiscal Year Fiscal Year
ENE-FARM Units in the Market
Toshiba Panasonic Aisin Seiki
Model
Output 700 W (PEM) 700 W (PEM) 700 W (SOFC)
Size (mm) W780 x D300 x H1000 H1750 x W400 x D400 W780 x D330x H1195
Weight 86 kg 88 kg 100 kg
Electrical
Efficiency 39 % 39 % 52 % @700W
Hot water tank
Capacity 200L 140L 28 Litters
Retail Price
(list price)
(excl. tax (8%))
¥ 1,630,000
(excl. installation)
¥ 1,600,000 -
(excl. installation)
¥ 1,785,000
(excl. installation)
Source: Tokyo Gas, Osaka Gas
FC for Commercial/industrial application
19
Conclusion - Success Stories Note: speaker’s opinions and analysis
Behind Success Stories…
Government support & lead
Willingness to lead R&D and market
Stable policy on R&D and subsidy (with sunset option)
Roadmap: consensus-building among stakeholders
Supply channels
Main retailers are city gas companies
(e.g. Tokyo Gas, Osaka Gas, Toho Gas, Saibu Gas).
They are competing with utilities in housing apparatus market.
(Recently) Ene-Farm as backup power supply
Several earthquakes (2011, 2016):
Prepare for next ones.
Culture?
Relatively low energy consumption of houses in Japan.
Heat demand: hot water for bath tab 21
Note: speaker’s opinions and analysis
Common portal
22
ENE-FARM PARTNERS
http://www.gas.or.jp/user/comfortable-life/enefarm-partners/
Note: speaker’s opinions and analysis
Issues
Electricity market
Currently, user cannot sell (feed) electricity from Ene-Farm to the
Grid.
Units for large cities
Small enough to fit collective
housing (Tokyo, Osaka)
National target: 5.3 mil units
(number of households:
52 mil in 2014)
23
Note: speaker’s opinions and analysis
Ratio of collective housing