russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2....
TRANSCRIPT
Igor Chausov
Lead expert
Infrastructural Center EnergyNet
Russian capabilities
on hydrogen fuel
global market
IC ENERGYNET
HYDROGEN ENERGY FOR RUSSIA
2 IC ENERGYNET
Why hydrogen energy is important for Russia:
1. Russian power system has abundant generation with low
capacity factor and possibility to construct new generation on
the base of RES
2. There are huge part of remote territories in Russia
3. There are a lot of territories with high ecological requirements
(e.g. Arctic region)
Hydrogen is the new export product for Russian economy and driver for
electricity consumption
Hydrogen is the clean fuel for Arctic region Hydrogen energy is effective way for remote territories energy supply
GLOBAL MARKET HYDROGEN DEMAND AND REQUIREMENTS
3 IC ENERGYNET
Estimated hydrogen global trading, US$ bln per year
Estimated hydrogen fuel demand, US$ bln per year
Source: IEA, Navigant Research, Ecofys, IRENA, Hydrogen Council, IAE, ACIL ALLEN Consulting, METI
Hydrogen is the universal intermediator for multi-infrastructural
interconnection
1 10 21
32
6 26
47 70
15
55
102
164
0
50
100
150
200
2025 2030 2035 2040
US$
bill
ion
s p
er y
ear
Conservative Moderate Optimistic
Hydrogen storage and transportation
efficiency <6 kWh/kg
Hydrogen production cost
<$1,5 per kg
Hydrogen fuel cell LCOE
<0,17 $/kWh
Water electrolysis efficiency
<48,2 kWh/kg
1800
3000
1900
400
100
0 500 1000 1500 2000 2500 3000 3500
Cruid oil market in 2018
Hydrogen world
Hydrogen decarbonization
Competititve decarbonization
Linear growth
US$ billions per year
RUSSIAN HYDROGEN SUPPLY CAPABILITIES
4 IC ENERGYNET
Russian hydrogen supply capabilities is 3,5 million tons per year on the
base of existing power generation only by capacity factor increase.
Priority generation for hydrogen production are:
- Locked reserves use as an alternative of grid construction for capacity
factor increase,
- Zero-carbon generation (NPP, HPP) to produce “green” hydrogen.
Hydrogen production capabilities on the base of power reserves in Russia,
thousands tons per year
Hydrogen production capabilities on the base of locked reserves in Russia,
thousands tons per year
Hydrogen production capabilities on the base of some NPP and HPP,
thousands tons per year
393 700
256
430 198
341
0
500
1000
1500
If capacity factor is average forNational Grid
If capacity factor is 85%tho
usa
nd
to
ns
per
yea
r
Syberia North-West Far East
0,8 1,5
1,1
2,0
0,0
0,5
1,0
1,5
2,0
2,5
3,0
3,5
If capacity factor is average for NationalGrid
If capacity factor is 85%
mill
ion
to
ns
per
yea
r
Locked reserves Available reserve
34,5
74,7
84,0
0
50
100
150
200
tho
usa
nd
to
ns
per
yea
r
Leningrad NPP (capacity factor 93%)
Kola NPP (capacity factor 93%)
Ust-Srednekan HPP (capacity factor 39%)
RUSSIA – JAPAN POSSIBLE COOPERATION
5 IC ENERGYNET
POSSIBILITY FOR INTERNATIONAL COOPERATION
6 IC ENERGYNET
Power-to-gas hydrogen hub in North Netherlands
Brunei to Japan hydrogen supply chain by Chiyoda
Australia to Japan hydrogen supply chain by Kawasaki Russia has great capabilities to meet global hydrogen demand and to
cooperate on the field of pilot projects with EU, Japan, South Korea and
China as a hydrogen shipper:
1. Interconnection with Europe P2G initiatives via hydrogen hubs
2. Making new hydrogen supply chain pilots
KEY TECHNOLOGY CHALLENGES: TO GO CHEAPER
7 IC ENERGYNET
Hydrogen storage costs, US$ per kg
0,0 0,5 1,0 1,5 2,0 2,5
Compression in tanks, 300 bar
Compression in tanks, 420 bar
Liquefied hydrogen
Ammonia
Shipping Rail Truck
Hydrogen transportation costs, US$ per tkm
$2 283
$1 370
$753
$1 712
$1 141
$571
$1 141
$800 $628
$-
$500
$1 000
$1 500
$2 000
$2 500
2018 2030 2050
US$
per
kW
Alkaline electrolite, 300 cum per hour PEM, 200 cum per hour
PEM, 3120 cum per hour
Water electrolyser costs, US$ per kW
Levelized cost of hydrogen (LCOH), US$ per kg
RUSSIAN TECHNOLOGY COMPETENCE
8 IC ENERGYNET
NTI competence center for new and mobile power sources projects
Mobile generator on microtubular hydrogen fuel cells
Functional materials for hydrogen producing from inorganic fuels
Electrocatalysts for alcohols direct oxidation
Inorganic electrolytes for middle-temperature fuel cells
Russia has it owns technologies and technology competence in the fields of:
- Alkaline and PEM water electrolyser,
- Hydrogen storage in hydrides of intermetallic,
- Hydrogenation and dehydrogenation of aromatic and ammonia,
- PEMFC, SOFC and middle-temperature PEMFC.
RUSSIAN STRATEGIC PROPOSALS
9 IC ENERGYNET
Hydrogen energy global market
2025 – 2030
First leader’s hydrogen
energy market
2025 – 2030
Global market
of pilot
projects in
2020
Getting
market share
by fast and
reliable
supply
Hydrogen supply
chain pilots on the
base of nuclear
energy or RES and
imported
technologies
Technology
substantiate
expansion
Technologies and
hydrogen fuel export
International collaboration for
new generation technologies
Thank you for your attention!
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