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Seite 1 Stakeholder Inventory and Supply Chain Analysis Paul Scherrer Institut Stefan Kreitmeier, Philipp Dietrich, Felix Büchi 8 th Feb. 2011, Grenoble / CEA 2. März 2011 PSI, Autostack workshop on intermediate results

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Page 1: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 1

Stakeholder Inventory and Supply Chain Analysis

Paul Scherrer InstitutStefan Kreitmeier, Philipp Dietrich, Felix Büchi8th Feb. 2011, Grenoble / CEA

2. März 2011PSI,

Autostack workshop on intermediate results

Page 2: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 2

Analysis of the Supply Chain

1. Generate an inventory of the European stack component supply industry

2. Analyze status of present and future products

Objectives

3. Identify gap between goals and state of the art

Component properties Component cost

Page 3: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 3

Inventory of the stack component industry

Page 4: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 4

Inventory of the stack component industry

ca. 60 European companies are active in PEFC componentsand/or advertise „fuel cell“ in their port-folio

Page 5: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 5

Analysis of the Supply Chain

1. Generate an inventory of the European stack component supply industry

2. Analyze status of present and future products

Objectives

3. Identify gap between goals and state of the art

Component properties Component cost

Page 6: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 6

• limited to European suppliers

• includes data collection of product properties and cost

• for preliminary mass production(250-25.000 stacks/year)

• Timeframe 2010-2020

• for stack specification requestedby the consortium

Not all data statistically evaluable

• 350 cm2 active area

• 1 W/cm2 power density

• 0% rH at anode, < 50% rH at cathode

• …

Study for the purpose of Autostack project

Data analysis

Page 7: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 7

Methodology

Step 1: Short questionnaire (Sept. 2010) to all European PEFC component supplier

Two step approach

Page 8: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 8

Example: Cost range

( < 1 < < 2 < < 5 < < 10 < €/unit for… )reply rate: 34% (n=24)

Methodology

Page 9: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 9

Methodology

Step 1: short questionnaire (Sept. 2010) to allEuropean PEFC component supplier

Step 2: NDA; extended questionnairesand interviews (Nov. 2010)

Two step approach

Data anonymisation based on averaging(a minimum of 3 replies required)

Page 10: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 10

Reply rate: 46%

Filled questionnaires: 24 (34%)

Short questionnaires sent: 65

Interest in ext. Stakeholder group: 16

Extended questionnaires / interviews: 16

Reply rate: 74%

Methodology - Summary

Page 11: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 11

Analysis of the Supply Chain

1. Generate an inventory of the European stack component supply industry

2. Analyze status of present and future products

Objectives

3. Identify gap between goals and state of the art

Component properties Component cost

Page 12: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 12

Cost evaluation

Input Cost range Detailed cost

Cost Lowcost

Highcost

DTI (US) cost estimation

Page 13: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 13

DTI study on cost estimation

B. D. James, J. A. Kalinoski, K. N. Baum, DTI, Contract Nr. DE-AC36-08GO28308, Virginia, USA, 2010.

Metallic BPP

Composite BPP

Page 14: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 14

Stack components

Membrane

Catalyst

GDL

Material Process

Material Process

MEA

BPP

Sealing

Metallic

Composite

Page 15: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 15

State of the Art - MEA

Required power density is only achievablewith a higher PGM loading

If roll good is desirable, development is necessary

Low PGM loading is in principle not an issue

Page 16: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 16

State of the Art - Membrane

Membrane swelling needs further improvement

Durability is still critical and may not be sufficiently analyzed

Proton conductivity at required rH is still critical

Page 17: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 17

State of the Art - metal BPP

The desired cell pitch is with an average sheet thickness of 0.065 mm feasible

Additional coating and integrated sealing can mostly be provided (->properties of coating?)

Durability may not be sufficiently analyzed

Page 18: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 18

State of the Art - carbon BPP

The cost are critical

The thickness of carbon BPP is highly critical

Additional treatment and sealing are partly provided

Page 19: Stakeholder Inventory and Supply Chain Analysis · Analysis of the Supply Chain 1. Generate an inventory of the European stack component supply industry 2. Analyze status of present

Seite 192. März 2011PSI,PSI, Seite 19

Thank you very much for your kind attention