Exploring Hydrogen

This mini-series has been developed off back of some feedback from a few of our listeners who it would be useful and interesting to have more of a discussion from companies that have experience and can share real-life examples of any supply chain and import challenges 

A huge shout out to the companies and individuals who were willing to share their learnings in this mini-series and embodying that sense of collaboration with the hydrogen community. So, to Plug Power, BOC, Amarna Energy and ATCO, Thank you.

Chris Dolman is the Business Development Manager for BOC. He’s been working across a number of areas including hydrogen to biomethane and other Gaseous vectors.

BOC is part of the Linde Group, one of the world's largest industrial gas and engineering companies and it operates in over 100 countries. The company supplies a wide range of gases, including oxygen, nitrogen, and hydrogen, which are essential for various industries such as healthcare, energy, and manufacturing.

Globally, Linde plc employs approximately 65,000 people and its operations include production facilities, distribution networks, and extensive research and development activities, making it a critical supplier of industrial gases and engineering solutions worldwide.

●     BOC's Role in the Hydrogen Industry

○     Supplying hydrogen globally for over 80 years

○     Operating 170 hydrogen production plants worldwide

○     Transitioning from traditional uses of hydrogen to focusing on hydrogen as an energy vector

●     Supply Chain Challenges

○     Impact of COVID-19 on international supply chains

○     Australia’s unique standards and challenges in hydrogen production

○     Difficulties in sourcing specialised equipment like electrolyser stacks and spare parts

●     Technical and Engineering Challenges

○     Managing electrolyser "turn-down rates" and balancing plant sizing

○     The complexity of "plug and play" refueler systems

○     Localising skills for hydrogen project engineering and maintenance

●     Australia's Hydrogen Projects

○     Insights from the BP-BOC Queensland refuelling project and Toyota Eco Park project

○     Hydrogen buses in Victoria and South Australia as a success story

○     Challenges and cost pressures in hydrogen hub projects, such as the Port Kembla Hydrogen Hub

●     Lessons for the Future of Hydrogen

○     Importance of having critical spare parts and skilled local workers

○     The need for collaboration within the hydrogen supply chain

○     Australia’s limitations in the hydrogen truck market due to right-hand drive and specialised truck configurations (e.g., B-doubles)

Key Takeaways:

This episode highlights the challenges and opportunities in the hydrogen energy sector, particularly from an Australian perspective. It emphasises the need for collaboration, innovation, and local skill development to overcome supply chain constraints and technical obstacles. The discussion also underscores the importance of planning for long-term growth in hydrogen projects, from sourcing materials to building local expertise.

Links

●     linkedin.com/in/chris-dolman-b2509710

●     https://www.boc-limited.com.au/en/index.html

Let me know what you think about the mini series. If you like it then we can try feature more companies with their case studies and learnings in future episodes. Please message me with any thoughts and feedback at https://www.linkedin.com/in/andymarsland/ 

This mini-series has been developed off back of some feedback from a few of our listeners who it would be useful and interesting to have more of a discussion from companies that have experience and can share real-life examples of any supply chain and import challenges 

A huge shout out to the companies and individuals who were willing to share their learnings in this mini-series and embodying that sense of collaboration with the hydrogen community. So, to Plug Power, BOC, Amarna Energy and ATCO, Thank you.

Laurent Van Helden is Director of sales and market development with Plug Power in Australia.

Plug Power is a leading provider of hydrogen electrolyser and fuel cell systems. Founded in 1997, New York, the company focuses on developing and commercialising clean energy solutions The company's fuel cell technology is used by major corporations, including Amazon and Walmart, to power their fleets of electric forklifts and other industrial vehicles.

Plug Power's electrolysers are designed to support large-scale hydrogen production for various industries, including transportation, power generation, and industrial applications. The company has made significant investments in expanding its electrolyser manufacturing capabilities to meet the growing global demand for clean hydrogen.

Key Discussion Points:

●     PlugPower's Journey: Laurent shares PlugPower’s transition from producing hydrogen fuel cells for electric forklifts to becoming a key player in hydrogen production through the development of electrolysers. Starting with their acquisition of Giner in 2020, PlugPower has scaled up to meet the growing demand for green hydrogen.

●     Electrolyser Deployment in Australia:
Laurent explains how PlugPower is delivering one-megawatt electrolyser units to Australia. He details the process of adjusting their European-designed systems to comply with Australian standards, including electrical requirements and hazardous area certifications. This required extensive collaboration with Australian engineers and regulatory bodies.

●     Overcoming Standards and Compliance Challenges:
The conversation dives into the differences between European and Australian standards, such as the need to redesign units to meet Australian electrical clearances and hazardous area documentation. PlugPower appointed local experts to ensure compliance with Australian WorkSafe regulations and engaged clients throughout the process.

●     Future Outlook:
Laurent reveals that PlugPower’s first electrolyser units in Australia are nearing completion and are set to begin operations within the next few months. With commissioning underway, PlugPower is on track to power Australia's hydrogen projects.

Key Takeaways:

●     Collaboration and knowledge sharing are crucial to overcoming challenges in the hydrogen industry.

●     Navigating different international standards is a major hurdle in global hydrogen infrastructure development.

●     PlugPower’s ongoing projects in Australia are a testament to the growth and potential of the hydrogen sector in decarbonising industry and transportation.

Links

●     https://www.linkedin.com/in/laurent-van-helden/

●     https://www.plugpower.com/

 Let me know what you think about the mini series. If you like it then we can try feature more companies with their case studies and learnings in future episodes. Please message me with any thoughts and feedback at https://www.linkedin.com/in/andymarsland/ 

This mini-series has been developed off back of some feedback from a few of our listeners who it would be useful and interesting to have more of a discussion from companies that have experience and can share real-life examples of any supply chain and import challenges 

A huge shout out to the companies and individuals who were willing to share their learnings in this mini-series and embodying that sense of collaboration with the hydrogen community. So, to Plug Power, BOC, Amarna Energy and ATCO, Thank you.

Alistair Wardrope is the Technical Director & Co-Founder of Amarna Energy.

Alistair has been working in the renewable hydrogen industry since 2006, starting his career in ITM-Power, and moving into offshore wind and nuclear generation in the UK. He moved to Australia in 2013 working for Jemena, becoming the technical lead for renewable gases, heading up Jemena’s hydrogen demonstration plant and biomethane injection plant. Along with Andrew Lelliott, they co-founded Amarna in 2019, a specialist renewable energy consultancy, providing engineering and project management to a range of leading hydrogen and cutting-edge renewable technologies. Amarna has offices in Sydney and Brisbane and supports a range of projects in operation, construction, and various stages of development.

Andy is joined by Alistair Wardrope, a seasoned expert with nearly two decades of experience in the hydrogen sector. Alistair shares his expertise on the current state of hydrogen in Australia, particularly focusing on the technical and logistical challenges of importing key equipment such as electrolysers, compressors, and gas storage units.

Throughout the episode, Alistair discusses:

●     The immature hydrogen sector in Australia, especially regarding electrolyser technology.

●     Common issues faced by hydrogen projects in Australia include compliance delays, installation problems, and quality control.

●     The importance of collaboration within the hydrogen community to overcome these challenges.

●     The relatively stable supply chain for compressed gas cylinders versus the more problematic areas like electrolysers and compressors.

●     Lessons learned from working with hydrogen technologies across different sectors and regions.

Alistair also emphasises the need for patience and collaboration, as these early challenges are typical in any emerging industry. As hydrogen technologies scale up and become more refined, many of these issues will likely diminish over time. He encourages developers in Australia to focus on strengthening local supply chains while relying on proven global technology for core components.

Key Takeaways:

●     The hydrogen sector is still in its early stages in Australia, with significant challenges related to the import of electrolyser technology.

●     Supply chain issues are common but can be overcome with collaboration and shared industry knowledge.

●     Developers should leverage local strengths in manufacturing and assembly to complement global technologies.

●     Patience is key- scaling up a new industry always comes with teething pains, but lessons learned today will drive future progress.

Links

linkedin.com/in/alistair-wardrope-82183b24

https://www.amarnaenergy.com/

Let me know what you think about the mini series. If you like it then we can try feature more companies with their case studies and learnings in future episodes. Please message me with any thoughts and feedback at https://www.linkedin.com/in/andymarsland/ 

This mini-series has been developed off back of some feedback from a few of our listeners who it would be useful and interesting to have more of a discussion from companies that have experience and can share real-life examples of any supply chain and import challenges 

A huge shout out to the companies and individuals who were willing to share their learnings in this mini-series and embodying that sense of collaboration with the hydrogen community. So, to Plug Power, BOC, Amarna Energy and ATCO, Thank you.

Russell James is the General Manager of Hydrogen and Future Fuels at ATCO.

Russell has over 20 years’ of experience in energy, including the delivery of small to large-scale energy and utility infrastructure projects. Over the last 5 years, he has played a key role in all ATCO's hydrogen related activities, including the Clean Energy Innovation Hub

ATCO is a global infrastructure and energy company with headquarters in Canada, known for its diversified portfolio including utilities, energy, structures and logistics, and transportation. With operations in over 100 countries, ATCO employs around 6200 people

In Australia, ATCO operates a range of energy and infrastructure businesses, including transmission pipelines.

ATCO’s Journey in the Hydrogen Sector:

●     ATCO has been involved in hydrogen for over eight years and launched Australia’s first renewable hydrogen facility in Western Australia about four and a half years ago.

●     The Clean Energy Innovation Hub incorporates solar, batteries, and electrolysis, allowing hydrogen blending into the natural gas network.

Challenges in Hydrogen Projects:

●     Procurement of Equipment: ATCO had to source electrolysers from Europe and the US, navigating long lead times, shipping complexities, and significant upfront payments. This differs from standard procurement in gas and power divisions.

●     Compliance with Australian Standards: With limited local hydrogen standards, ATCO worked closely with safety regulators to ensure compliance, adapting equipment built to European and US standards.

●     Setting up Hydrogen Refuelling Stations: ATCO worked with the West Australian Government on the first hydrogen refuelling station, learning valuable lessons that helped streamline future projects.

Operational Challenges:

●     Maintenance and Local Support: ATCO worked closely with local companies to establish maintenance and support capabilities for hydrogen equipment, which helped foster the industry’s growth.

●     Global Supply Chain Pressures: High demand for hydrogen infrastructure worldwide is causing delays in equipment procurement and project timelines.

Success Stories and Adaptations:

●     ATCO overcame COVID-19 restrictions by using video technology to commission equipment remotely, highlighting the team’s adaptability in challenging situations.

Key Takeaways:

●     Hydrogen project timelines need to account for unexpected challenges, especially with new technology and suppliers.

●     Building strong relationships with suppliers, contractors, and regulators is critical for project success.

●     Under-promising and over-delivering is a key strategy for ensuring that projects are completed on time and to the highest safety standards.

Links

https://www.atco.com/en-au.html

https://www.linkedin.com/in/russ-james/

Let me know what you think about the mini series. If you like it then we can try feature more companies with their case studies and learnings in future episodes. Please message me with any thoughts and feedback at https://www.linkedin.com/in/andymarsland/ 

Tim Davies is the Project Manager for Ark Energy’s proposed Han-Ho H2 Hub, a major renewable generation, green hydrogen, and ammonia project in North Queensland. With a strong background at Fortescue Future Industries and Origin Energy, Tim has extensive experience across the hydrogen, oil, gas, and energy value chain.

A distinguished engineer and project manager, he is known for his expertise in megaprojects and his broad commercial acumen. Tim is dedicated to advancing the renewable energy industry and bringing innovation to the energy sector.

Overview of Ark Energy and Korea Zinc
Tim discusses Ark Energy's mission to decarbonise Korea Zinc's operations. He explains, "Ark Energy was formed to decarbonise the group, leveraging investments in renewable projects like the MacIntyre Wind Farm and Sun Metals Solar Farm."

MacIntyre Wind Farm and Sun Metals Solar Farm

Development of renewable energy projects and their integration with zinc refinery operations. Tim highlights, "MacIntyre is a one-gigawatt wind farm, the largest in the Southern Hemisphere, aimed at local energy use and decarbonisation."

Expansion and Acquisitions

Ark Energy's acquisition of Epuron expanded its renewable energy portfolio to seven gigawatts. Tim states, "With the acquisition of Epuron, we now have a significant pipeline of renewable energy developments along the East Coast of Queensland and New South Wales."

SunHQ Project
Current construction status and challenges faced, including the impact of COVID-19 on project timelines. Tim shares, "SunHQ will be the largest integrated refuelling station in Australia, powering hydrogen trucks with green hydrogen from our solar farm."

Han-Ho Hydrogen Hub
Overview of the project and its current stage. Tim mentions, "We're targeting 1.8 million tonnes per annum of hydrogen production, backed by the development of our Collinsville Green Energy Hub."

Recent Budget Announcements
Analysis of the recent budget's impact on hydrogen projects in Australia. Tim observes, "The production tax incentive signals to our offshore investors that Australia is keen on green hydrogen and is putting money into closing the gap."

Challenges in the Hydrogen Sector
Addressing skill shortages and resource management in Australia. Tim notes, "We need to be mindful of the pressure on local communities and labour markets as we ramp up hydrogen projects."

Korean Contracts for Difference Scheme
Overview of the scheme and its impact on hydrogen projects. Tim explains, "The Korean government is prioritising green hydrogen, and with Australia's hydrogen production tax incentive, green hydrogen is looking favourable."

Tim's Trip to China
Insights from visiting major manufacturers and advancements in electrolyser technology. Tim shares, "China's scale-up for manufacturing hydrogen technology is impressive, but there's still a challenge to meet Australian standards and timelines."

Community Engagement and Social License
Importance of early engagement with local communities and addressing their concerns. Tim emphasises, "Social license isn't given; it's earned. We're working closely with communities to understand and mitigate impacts."

Project Challenges and Strategies
Balancing engineering and commercial aspects to ensure sustainable development. Tim states, "The biggest challenge is aligning all the puzzle pieces, from engineering to commercial agreements, to make these projects viable."

Future Vision for Ark Energy
Goals and expectations for the next decade. Tim envisions, "In ten years, we'd like to see Han-Ho operating, a green corridor between Korea and Australia established, and significant progress towards net zero."

Final Thoughts and Call to Action
Tim encourages collaboration within the hydrogen industry. He concludes, "The more projects we get over the line, the quicker we can bring costs down and transition to green hydrogen. We're proponents, not competitors."

Follow ARK Energy

Website: arkenergy.com.au 

LinkedIn: https://www.linkedin.com/company/72066237 

A hotbed of Clean Energy Technologies and Training – Stanwell FEITH Project

Peter Goggin is the Manager for Hydrogen Development at Stanwell Corporation and has over three decades of experience in the electricity industry. He has worked in various capacities in business development, commercialisation, and project delivery in Australia and the UK. Throughout his career, Peter has developed projects across a wide range of domains, including solar PV, energy efficiency, battery storage, wind power, wave power, bioenergy, and waste-to-energy technologies.

1.15 - Intro to Stanwell

Stanwell is a Queensland Government-owned corporation. They have about 3. 2 gigawatts of coal-fired power generation and are moving towards the transformation of that generation base to a renewable energy future. Stanwell has about three gigawatts of renewable energy in its pipeline, either contracted or under development.

2.26 - Intro to Peter’s role

In his current role at Stanwell, Peter's primary objective is to establish a sustainable domestic business model in renewable hydrogen for Stanwell. His endeavours are centred around leveraging the potential and scale of the Central Queensland Hydrogen (CQH2) Project into the Queensland market.

3.20 - What does FEITH stand for and what is it?

Future Energy Innovation and Training Hub

●     The FEITH will develop the new technologies and workforce skills required to achieve Stanwell’s strategic objectives and the Queensland Energy and Jobs Plan (QEJP).

●     In its ultimate form, the FEITH is expected to feature: a hub to demonstrate to the community a range of hydrogen applications, their safety, and the benefits to local and regional areas.

●     Medium-long duration battery storage, transmission and renewable energy integration technologies for the NEM, state-of-the-art workforce skills and technical training for trade, higher education and research, a world-class commercial-scale research and testing.

●     It will feature a precinct for innovation and technology validation and a servicing and maintenance workshop.

●     It will increase our understanding of new energy technologies and their application in building Stanwell’s renewable energy portfolio and driving the development of Queensland's hydrogen industry.

06.00 - What is an iron flow battery and what is the potential user case?

07.00 – Hysata’s electrolyser 

A revolutionary 4-5MW hydrogen electrolyser will also be validated in a pilot project at FEITH. The super-efficient electrolyser is being developed by Australian startup Hysata.

10.15 - The scaling challenge in the industry

11.36 - How does FEITH support Stanwell and the local community?

13.40 - What stage are you at with the project

-       Have commenced with the common infrastructure

-       Iron flow battery works will begin in the next few months

-       Phased development

-       We have received some funding from the QLD government from the QLD Renewable Energy Hydrogen Jobs Fund

-       Hoping to be ready for the Hysata pilot unit within the next 12 months

16.20 - What are the criteria that organisations go through before Stanwell decides to partner with someone?

Starts with us being aligned with the counter party with the objectives. On the technology side, it would be about the technology readiness level.

18.30 – Training at FEITH

-       Future pathways training is being developed

-       A range of different skills that need to be developed (cross-skilling and upskilling) 

-       Using that modern virtual reality type technology to get training opened up more broadly to users of the facility

21.40 - What are the biggest challenges you are facing at the moment

-       Scaling challenges

-       This is a brand new industry and there are a lot of new/novel things happening we need everyone’s support

22.53 - What does success look like?

“Success for me with FEITH would look like a precinct that's supporting that aspiration with some infrastructure already deployed with a vibrant environment there to show our community just what we're doing to take advantage of this great decarbonisation challenge we have on our hands.”

24.15 - Are there any types of technology that you are excited by?

27.00 - Recommendations for Australia and Queensland moving forward to help support the industry

27.45 – Collaboration is key. And the organisations that are working with Stanwell on the CQH2 project

31.25 - Key learnings

Be patient, it’s a complex thing and requires the willingness to be resilient. It’s a customer-led approach. 

https://www.stanwell.com/home-stanwell/

https://www.linkedin.com/company/stanwell-corporation-limited/

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De-mystifying economic policy for Hydrogen – “The 5 Levers”, with GHD

Introduction to Ariel:

Ariel Elboim a Senior Advisor for GHD working in the future energy market. A consultant for 10 years, Ariel has worked on the decarbonisation of infrastructure, and renewable energy projects across various sectors, including energy, water and transport. For the past 5 years, his focus has been dedicated to accelerating the growth of the hydrogen industry in Australia. He plays an active role not only through his project work for both private and public clients but also through his engagement with industry, including his position as H2Q Hydrogen Queensland Policy Advocacy Taskforce Lead.

1.45 - About GHD & Ariel's work

GHD is a globally recognised organisation operating in the markets of engineering, architecture, digital, water, energy, environment, and transport. Above 11,000 employees across 5 continents and 120+ offices.

Over the last 4 years, Ariel has been working holistically to accelerate the growth of the hydrogen industry in Australia, and that's been looking at strategic, tactical, operational projects, and more recently, at policy and policy mechanisms and how they can be conducive to the growth of the industry in Australia.

3.00 - The work H2Q Hydrogen Queensland is doing to help translate what industry sentiment is and how that can help inform government policy. They have been doing a lot of engagement and report writing over the last year with a white paper that was released over Christmas.

4.15 -Summary of the 5 levers & examples around the world

Lever # 1 - Tax Regulation

What can the government do in terms of regulatory standards and requirements to influence proponent behaviour, and what kind of tax levers can they use to influence taxpayers' behaviour? 

Regulatory standards and requirements that the government can implement to influence behaviour, or what kind of tax incentives or penalties can the government implement to also influence behaviour?

06.00 - Carbon prices around the world & the Safeguard Mechanism

08.20 - Lever #2 - Tax credits & subsidies

Tax credits and subsidies are an incentive-based policy instrument that provides market-compatible forms of direct government intervention.

09.00 - U. S. Inflation Reduction Act

This offers a tax credit of up to $3 per kilogram of hydrogen produced. That $3 per kilogram is based on the carbon intensity of the product.

10.06 - What can Australia do, even without having such ‘deep pockets’ as the US?

11.20 - Lever #3 - Market based schemes

Market-based schemes are interesting because they're an amalgamation of different mechanisms and they usually consist of a pull mechanism or a lever that tries to pull investment into the market, and a push mechanism, so it pushes proponents to do something.

12.30 - Lever # 4 - Contracts for Difference

This lever is getting a lot of attention across the world at the minute, especially in the hydrogen space. CFDs, Contracts for Differences, are financial contracts between a supplier and a purchaser of energy, provided a certain price. The Contract for Difference stipulates that the purchaser will pay the seller the difference between the market value at the time of contracting.

Essentially a market price is agreed upon, usually called the strike price, and this is based on several factors. It could be the level of CO2 emissions that are being abated. It could be the cost of the fossil fuel plus a green premium, whatever the market decides is a strike price, but everyone agrees that's the baseline.

14.45 - Review periods for Contracts for Difference

"Contracts for Difference usually last for about 10, 12, 15 years and by that point, the market will have readjusted to an equilibrium. And then you reassess it."

17.00 - "The biggest issue in the hydrogen space at the minute and the reason projects aren't getting past FID, or to FID, is because the premium on hydrogen just isn't suitable so you're not able to guarantee a revenue guarantee revenue stream and is probably the biggest killer to projects, from my understanding."

19.15 - Lever #5 - Financing Arrangements

Australia has been pursuing this lever for the last three or four years in terms of getting the hydrogen industry.

Essentially finance is provided as a means to mitigate the inherent risk in developing new projects, new industries, and creating new sectors.

21.20 - Backing of funding in Australia

“There's a difference between picking winners and making strategically good choices. The example is, that we're not going to see a major hydrogen passenger vehicle industry market in Australia anytime soon because the progress that EVs are making is just staggering.

However, if you look at large industries that are hard to abate, like I mentioned steel and iron and alumina, etc. they are clear good strategic options for hydrogen to be implemented."

23.30 - Disadvantages of using each of these mechanisms/examples of where they've not been rolled out successfully

●      Carbon leakage

●      Carbon Border Adjustment Mechanism
   

25.30 - Will we get to the stage where Scope 1, Scope 2, and Scope 3 emissions are going to be monitored for all countries and organisations?

"One of the actions of the National Hydrogen Strategy was to create a guarantee of origin scheme, which essentially was a certificate to say that the hydrogen that you've produced is, has this carbon intensity.

And that essentially is going to accompany every kilogram of hydrogen in the future that is produced in Australia. So that indicates that the carbon emissions will be monitored very closely."

26.15 - Recommendations for Queensland & Australia

"An export industry based on an already established export-import relationship is a way to go. Australia doesn't have that much to decarbonize in the grand global scheme.

One of the key things to look for would be economic prosperity, and that lies in the export opportunity."

31.45 - Are the policies Australia has in place at the moment sufficient?

"Australia has announced a total of about $35 billion total to support hydrogen. And if you compare that too globally, which is about 350 billion, I think it's less than 10 percent of Australia's investment globally. And that's what it comes down to at the end of the day, the money."

"Australia does have a bit of catching up to do and that's why we're at such a pivotal moment."

33.30 - Hydrogen Head Start Program

The Program is essentially a $2 billion government fund to underwrite project operational costs by providing a production credit for every kilogram of hydrogen produced.

The Energy and Jobs Plan: Only a small fraction of the energy job plan fund has been tapped into because for it to ...

Guest bios:

Denis Thomas is Director of Business Development and Marketing for water electrolysis at Accelera by Cummins, which has acquired the activities of Hydrogenics in 2019.

Before joining the company in 2014, Mr. Thomas worked 8 years in the solar photovoltaic sector in Europe. Mr. Thomas holds a Master’s Degree in Business Administration and in Renewable Energy.

Michael Bartsch is the Regional Sales and Business Development manager for water electrolysis at Accelera by Cummins. Before joining the company in 2020, Mr Bartsch worked for 26 years in a mixture of Mining, Petroleum, Water Treatment and Geothermal sectors. Mr. Bartsch is an Industrial Chemist with formal qualifications in Science, Business Administration and Energy.

Cummins is more than 104 years old, specialising in engines and gensets with 70,000 people worldwide. Accelera is a brand within the company that hosts all the new technologies and has five main businesses and between 2000-3,000 employees

2.30 – The main technologies within Accelera

-       Electrolysers

-       Fuel cells

-       Electrified components

-       Power train systems

-       Traction systems

4.00 – Explanation of the different types of electrolysers 
 

-       Alkaline
-       PEM
-       Solid oxide
-       Anion Exchange Membrane

06.30 - PEM - Proton Exchange Membrane. 

08.15 - Solid oxide and Anion Exchange Membrane

09.15 - Concerns about the catalyst being used in PEM technology

10.44 - Sizes of electrolysers that Accelera Manufacture

The products are PEM technology. 30 bar pressure. HyLyzer 500, 1000 and 5000.

13.00 - Interesting and challenging projects across the globe:

The Quebec project is commercial, meaning running the electrolyser daily. The hydrogen is liquefied and then delivered by Air Liquide to industrial customers.

15.30 – Emergence of much larger projects across the globe

Customers are now leaning more toward double-digit and triple-digit production.

16.26 - Learnings through the project in Canada

19.17 - Australian market compared to the rest of the world

The speed to market in the other locations is by far faster at the moment. In Australia, there is a push for regional codes and standards adoption. When products have to be modified before they can be introduced so there's a lag factor there in terms of being able to deploy or modify existing designs for them to be accepted.

“We will initially be importing products mainly from Europe, but it'll get to a point where the project size here in Australia is big enough to justify local manufacturing.”

24.15 – Manufacturing of the Electrolysers
“We've been working a lot on designing new processes and we are implementing them in the different factories. We have started already in Belgium, which was an existing factory. We have built another in Spain that will start production in the first quarter of next year. We will be using this flow-based manufacturing. It is super interesting because it gives us a lot of flexibility.”

25.00 – Current challenges

-       The business case of producing hydrogen; in many cases, it is more expensive than the conventional way of producing hydrogen with natural gas. 

-       The size is increasing, and there is an increased link with renewable power which also brings challenges.  

-       Electrolyser technologies are new so companies need to get used to it

-       Infrastructure challenges - hydrogen storage and pipelines

-       Execution capability

Regulation and policy can be used to play an important role in giving a premium value to hydrogen in comparison to the incumbent technology…Where there is a lack of policy, there is a high uncertainty on those projects, meaning that it is difficult for us to anticipate and forecast the market.

33.13 - Which skillsets will be sought after in the coming years?

35.00 – Advancements in technology

-       Keep monitoring the developments on the commercial market, from universities and institutions. 

-       Need to reduce the cost of technology and the cost of hydrogen (first step is standardisation). 
  

“If you can design a stack that you don't need to replace, it is, I would say, a major advantage. And that's clearly what we are trying to do is to extend the lifetime of our cell stacks.”

38.19 - What can be achieved by Accelera in the next 5-10 years?

-       We are targeting between 6 to 13 billion dollars in revenue by 2030

40.00 - Final thoughts/comments

“We are trying to leverage the synergies of the traditional businesses of Cummins with the new businesses of Accelera, allowing us to advantage of all the people and the infrastructure that we have in place in those 190 countries.”

-       We need stable policies to allow us to make decisions

-       Be patient as there will be a lot of challenges but it is super fascinating and motivating to work in this space

-       The hydrogen sector is like building a plane as we are taking off

Links:

https://www.accelerazero.com/

https://www.linkedin.com/company/accelerazero/

linkedin.com/in/denis-thomas-cummins

linkedin.com/in/michael-bartsch-48612117

Subtitle: The future of air travel – reach the other side of the world, sustainably, within 4 hours

Destinus is an organisation focusing on creating hypersonic air travel, which is five times the speed of sound, not just supersonic. That is travelling across the world sustainably in as little as four to five hours. They are a young startup company founded only two years ago. Destinus is already working in four countries in Europe; Switzerland, Spain, France and Germany.

Bios:

Bart Van Hoveis the Head of Advanced Studies at Destinus. He studied mechanical and aerospace engineering. He became interested in hypersonics and fluid dynamics at the von Karman Institute, where he worked on hypersonic aerodynamic wind tunnels. He did his PhD on Mars atmospheric entry capsules and has been fascinated by astronomy and science from an early age. Destinus is as close to space as you can reasonably fly on Earth, in the stratosphere at Mach 5. While that’s slow for a planetary lander, it’s insanely fast for a passenger aircraft. Bart likes to work on difficult problems with interesting people.

Philip Silvais a Mechanical Design Engineer for Destinus. He has worked on cutting-edge technologies at the CERN particle physics experiments, the ITER fusion reaction, and has been involved in numerous hydrogen technology projects involving cryogenics and fuel cells. He is responsible for hydrogen business development at Destinus, including mobility and energy generation.

3.00 - Key learnings from the test flights:

The test flights now are subsonic so the aircraft are relatively basic, but they have some special features you don't see in any other plane. There are many things we want to learn about, and one of them is the shape of the aircraft. They are very aggressively shaped to be hypersonic, even though today they fly subsonic.

4.30 - Subsonic, supersonic and hypersonic:

Subsonic is under the speed of sound, supersonic is at the rate of sound, and hypersonic is classified as five times the speed of sound.

5.20 - Overview of Destinus’s Goals

We want to make commercial hypersonic flight real. We want to go a lot faster than Concorde. And we want to make the world like a smaller place where we can go anywhere in less than 2-3 hours. 

6.00 – Is Destinus focussed on specific uses vs revolutionising air transport as a whole

If you look at hydrogen in aviation today, it is usually focused on fuel cells, which is good for short, maybe medium-range travel. We’re working on combustion, and a lot faster. What we are working on is flying to the other side of the world and coming back on the same day. So that means no jet lag and a completely different way in which people will travel.

7 - Amount of fuel to have to keep on board

We're talking about several tons of fuel, which is not crazy in itself, but the volume of hydrogen is very large because the density is low. You have to store this hydrogen in a liquid form, which means it has to be cryogenic, very cold. That's one of the main challenges with these aircraft.

8 - The challenges, when you fly hypersonic compared to supersonic & refuelling

We are very heavily involved in the refuelling and the ground infrastructure. We have recently created a consortium to create infrastructure in an airport in France.

9.30 - Changes required when this comes to fruition

The aircraft are designed to operate at airports and they have to operate in airspace together with classical planes. That reality means we need to be compatible with the airports and beyond the fuel infrastructure and use the runways that exist.

10.30 - Safety aspects of having these aircraft

For the aircraft, we're going to be storing hydrogen in liquid form, so the pressure is very low. It's just much safer so if there's anything that happens the hydrogen will expand, but it will not explode, it will not create a shockwave, for example.

13.00 - Navigating through the legislation:

Hydrogen is slowly making its way into many industries. The operations and handling of hydrogen have been solved in specialized industries and will slowly make their way into the general society.

As for aviation certification and aircraft safety, the basic rules will not change. We have to think about how new technologies can satisfy those rules, but the rules themselves don't have to change.

15.10 - The progression of prototypes and where the design is aiming for in the future

The prototype aircraft is a progression of increasing complexity. We have been flying subsonic aircraft with hypersonic shapes, but subsonic engines, these are jet fuel. And incrementally, progressively, we are introducing hydrogen, going supersonic, later hypersonic.

16.30 - When is Destinus aiming for the first commercial flight and where is that likely to be?

The development of these aircraft will take at least 10 years. We cannot predict that commercial exploitation depends on a number of things like which customers are ready to buy are the regulations and the certifications complete.

17.00 - What other sort of challenges are you facing:

There is no shortage of people that want to work on this amazing project. On the other hand, there is some healthy scepticism. We believe we can do it, but we have to show ourselves and we have to show the world – so there is that promise to fulfil. 

There's also the transition to hydrogen in aviation. In general, there is a big discussion about whether to pursue hydrogen exclusively or whether to rely on sustainable fuels, which may be oils, but zero carbon, this is something long-term that requires a strategic vision.

19.00 - Additional information:

We publish a lot of information on LinkedIn, a lot of videos, and a lot of images. We're trying to keep the public informed. We're not trying to keep any secrets. So join us. Even join us professionally.

Destinus are trying to align our technological roadmap with as many spin-offs to really create what we call the hydrogen valley. From green hydrogen production to combustion, to energy conversion and energy storage. 

20.00 – When is the next test flight?

The next test flight is planned for the spring of next year. That will be the 3rd prototype which will ultimately go supersonic with a liquid hydrogen afterburner.

This will be the first time in history as well that somebody flies a liquid hydrogen afterburner on an aircraft. It is also a hybrid aircraft with a combination of jet fuel and hydrogen.

 21.20 - Cost of tickets:

The cost can be reduced to become close to an expensive ticket today if hydrogen takes off and scales up large enough in the future. 

22.00 - Realistically, what can be achieved by Destinus in the next 10 years?

Fully hydrogen-powered aircraft that fly Mach 5 should be totally possible in that timeframe.

One way to put it is, in the next 10 y...

Exploring Hydrogen ep 15 - Shownotes

Intro:

In this episode we’re geeking out about Hydrogen trains with Troy Shorley, Technical Director and Daniel Koning, Principal Consultant and Subject Matter Expert from Deutsche Bahn.

Deutsche Bahn currently has the largest fleet of hydrogen trains in the world, so in this episode, we enjoyed welcoming two of their experts on low and zero-emission technologies to take a deeper dive. DB Engineering and Consulting is working in 84 nations worldwide, providing railway engineering, and railway consulting operations services.

Deutsche Bahn Engineering and Consulting is part of the Deutsche Bahn Group in Germany, the owner and operator of the Rail Network in Germany. Deutsche Bahn Group employs 320,000 people worldwide and DB Engineering & Consulting employs over 5,000 people.

Bios:

Troy is an Electrical Engineer with over 20 years of experience in electricity, transmission rail and engineering consultancy.

He has extensive experience in rail traction systems, low and zero-emission technologies, and examining the different technologies and their interdependence within rail traction systems. He is an expert in system design, earthing, and bonding system integration, as well as construction and commissioning supervision.

Daniel is a subject matter expert for railway systems and low and zero-emission technologies. He has 21 years of experience in the railway sector and over 10 years focused on innovative railway technologies and digitization. He has worked on major Australian and international projects across Europe, the USA, and Latin America as the Lead Subject Matter Expert, at Zero Emission Technologies.

03.10 - What is the opportunity/use-case for Hydrogen Trains?

Introducing hydrogen technology to trains would significantly contribute to decarbonising the transport sector. Hydrogen can bridge non-electrified gaps in our network where battery systems will be insufficient and where overhead continuing electrification can't be justified because the line frequency is not high enough.

05.00 – What percentage of the railway network in Germany is electric? And the decarbonisation opportunity for high-speed trains displacing short-haul flights

Currently, 65% of the network is electric and achieving 100% is not viable due to some of the lines being rural and certain areas that are not populated so the cost of electrification is too high.

Another opportunity is the decarbonisation of Australia, and one of the strategies Germany uses to reduce the overall decarbonization of transport is to replace short-haul flights with high-speed rail intercity express services.

7:00- Other options available (eg Battery /Biofuels/synfuels etc) to decarbonise the sector

The best option for highly frequented railway corridors is full electrification since the overall system efficiency is roughly 85 to 90% and you can't beat that. 

When you can't justify full electrification for shorter routes currently up to a hundred kilometres that are non-electrified, then battery electric traction is a good alternative. You can recover braking energy and also have a higher system efficiency when the stretches are getting a little bit longer. Battery technology currently can't cope with that and also when the power demand is a little bit bigger, especially for freight transport. Hydrogen is a very interesting alternative, the fuel system can provide the range and combined with a battery system it can cope with a high power demand. And as an intermediate solution, we can look at renewable carbon-based fuels. They're also a way to quickly decarbonize railway traffic, and they are potentially a drop-in solution for existing diesel fleets.

9:10 - FFI is looking at ammonia for their train line supporting one of their mines in WA. 

Hydrogen is interesting, but the range you can achieve is limited due to the volumetric energy, density, and ammonia is a very interesting hydrogen carrier. So by using ammonia, you can store more hydrogen than in the compressed form. FFI and Deutsche Bahn are currently testing a retrofitted diesel engine on a test lap in Germany. We mix hydrogen and ammonia to a combustive gas, inject it into the engine and try to optimize the combustion process.

10:35 - Some of the differences in how Hydrogen Trains are operated and maintained

The hydrogen fuel cell trains effectively have an electric drive system, so they're very similar to the existing electric locomotives so they're very low maintenance schedule and cost for the electric drive system. The difference comes in with the energy system. The need for battery replacements and hydrogen fuel that are replacements. 

12.- Safety and Standards around the maintenance of hydrogen vehicles

There is work to be done with aligning the standards to achieve the safety required so there's no detriment to the current railway systems. It is the same transition as centuries ago coming from coal as the main source of a rail vehicle then transiting to diesel. Everything thought diesel, this combustible liquid, is very dangerous and new procedures had to be developed. So now it's transiting from diesel that people are very unfamiliar with.

14.48 - Where Germany is up to and what's the plan from here

A few smaller fleets have been tested in commercial operation. The first commercial operation with a larger fleet just started in December. The trains are operated by DB and there are another few public tender processes in place currently to procure additional fleets for different rural networks. 

The main reason for that is that the German government is really pushing hard for the decarbonization of the transport sector so there's a net zero target of 2040 for DB. 27 units currently being put into commercial operation near Frankfurt.

17.45 - Other projects DB are working on around the world

Introduction to the guest, 

Russell James has over 19 years of experience in energy and is experienced in the delivery of small to large-scale energy and utility infrastructure projects. He has extensive knowledge of gas and energy markets, pricing, and regulations. Over the last four years, he has led or played a key role in all ATCO's hydrogen-related activities, including the development of the Clean Energy Innovation Hub, conceptualising and sourcing funding from the WA Government Renewable Hydrogen Fund for the Hydrogen Vehicle Refuelling station, and securing $28.7m from ARENA to develop the Clean Energy Innovation Park - a commercial scale renewable hydrogen production project. 

1.30 - Background of ATCO

ATCO stands for Alberta Trailer Company and began with modular trailers, which grew into acquiring Canadian utilities in the 1980s, including electricity generation, gas processing, storage, and transmission. They have just celebrated their 75th year in operation.

ATCO has diverse business operations, including modular structures, power stations, and a gas distribution network - in Australia, the network has 800,000 connection points and a focus on renewables and hydrogen/future fuels.

4 - Humble beginnings

ATCO now has over 6,200 employees and over $22 billion worth of assets. It has been operational in about a hundred countries and has 75,000 kilometres of electrical power lines and 65,000 kilometres of natural gas pipelines. However, despite the growth, it’s a very family-orientated business.

“We do what we say we're going to do, and that includes supporting those communities where we operate, and also supporting our employees in what they're doing.”

4.45 - Clean Energy Innovation Hub
The project is an opportunity to showcase applications for the technology and the use of hydrogen gas in commercial, industrial and residential settings. 

“Energy security as you can imagine is extremely important particularly with our control room operation at the site, we can't afford to have outages because we're responding to those 800,000 customers, 24 7, 365 days a year”

6.45 -

●     Training facility at the innovation hub, which is a registered training organisation where they train all operatives to construct, operate and maintain the network.

●     Hydrogen courses at the facility

●     Have around 100 kilowatts of electrical demand at any point in time, 300 kilowatts of solar onto the rooftop.

●     Store excess renewables. 

● 200-kilowatt electrolyzer to convert water and split that through a proton exchange membrane (PEM) electrolyzer, into hydrogen gas and oxygen.

9.35 - Key learnings

- Supply Chain challenges: “procuring an electrolyzer was different at that point in time when we were buying a 200-kilowatt electrolyzer. You couldn't go down to Bunnings and buy one off the shelf!!!.”

- Different procurement practices.

- Learning also included the integration of the regulations and standards and bringing the technical regulator along the journey as well.

The next Stage in the project was gas blending:

“The next step in the project and one we can talk about a little bit further is a blending project, which takes it out from behind the meter. We're actually blending out into around 2,700 homes and businesses around the Jandakot area.

11.30 - What percentage was it blended into the network and what percentage do you think you can get to?

13.19 - Collaboration in California with Southern California (SoCal) Gas

“...the approach that we like to take at ATCO is a ‘crawl, walk, run’. We'd rather learn on these smaller jobs and start to build to scale. And that's what we're doing, we're still focused on the large-scale export projects, but also let's build at manageable and build skill and capability.

With that project we're able to assist SoCal Gas to replicate what we've got through the hub and the hybrid home, which is another part of our site at Jandakot.”

15 - Clean Energy Innovation Park

“These days we've got people knocking on the door wanting to procure hydrogen and use it to really get the industry going. We’ve utilised the skills and expertise that we've built on the hub to now get to a 10-megawatt scale. And the facility that we've designed, we now can replicate. 

17 - Cost of Hydrogen

“The main factors that we see with the cost per kilo; there are some capital elements to it, but the main driver is energy input. It's, it's a very high percentage - somewhere in the region of 60-70%+ of the makeup in the cost of hydrogen. And particularly in Australia at this point in time with some of the energy volatility, which creates a challenge for hydrogen production. We need to see those costs continue to come down”

18.45 - The collaboration with FFI on the refuelling stations. 

700Bar refueler, co-located at Jandakot Clean Energy Innovation Hub.

Electric vehicles definitely have a place as do fuel-cell electric vehicles – Hydrogen cars are also electric cars which people sometimes forget. The difference is how the power is getting delivered into that electric motor.”

23.40 - Range anxiety and refuelling stations

I think it is quite important that we take a jurisdictional approach and, a geographical approach to where these are located.

“On the East coast of Australia it's been really good to see the States combining and look at things like the hydrogen highway between, New South Wales and Victoria and Queensland and how that can integrate. That's a really important part of the nation coming together.”

25.45 - Where does Australia sit in comparison?
Australia has to move on quite quickly, and a coordinated national framework would be beneficial. This will allow people that are looking to invest in hydrogen to move forward. The challenge is who pays for it - and that's always the question. 

27.30 - What are the biggest challenges within your team at the moment? 

“We're a small team, but we're very agile and, and nimble and we've got some really strong skills and capability within the team. However we need to focus on projects that are going to start to move the dial and get to commerciality.”

This is an industry where collaboration is key. Each party has a role to play. There's enough to go around for everybody in order to achieve the goals of export into 2030, 2040 and beyond. So in this early stage, it is working together with like-minded companies and users. And that's not only domestically, but also internationally to start these projects moving - and recognize where we all can work together for the greater good.

It is an important step to build skill, capability, expertise, and knowledge here in Australia. And also, to increase the size of projects to get to export. We need to show that Australia has a real opportunity for hydrogen.”

34.30    - Collaboration with Suncor Energy in Canada

34 - Low Hanging-Fruit  - including Gas distribution networks and the transportation sector.

35  <...

Right time, the right technology, the right scale

This episode uncovers Frontier Energy's flagship project from advancements to challenges, offtake, community engagement and more. Tune in to find out for yourself how hydrogen can contribute to the decarbonisation of Australia and the world.

0.30 - Intro to Guest: Sam Lee Mohan, MD & CEO of Frontier Energy

Sam has 20 years of experience in the energy and utilities industry, including design, construction, strategic asset management, regulation, policy, commercial and innovation. Previous appointments included Global Head of Hydrogen for Xodus Group and Senior Manager for Innovation at ATCO.

1.30 - Intro to Frontier Energy

Frontier Energy is an ASX-listed, renewable energy company, based in WA. Its flagship project is developing a 114MW solar farm, tied to a 36MW (electrolyser) hydrogen production plant at Bristol Springs. Stage one will produce 4.4Mkg of hydrogen p.a., growing to 73Mkg p.a. It will also roll out a re-fuelling station in “the Perth CBD.” Construction begins at the end of this year. 

2.48 - Update on the stage of the project

The project is currently at an advanced stage. The location is one of the fundamental aspects as it is located 120 km south of Perth. It is connected to water and power infrastructure. 5km from major transport routes. The main focus at present is securing offtake. Commissioning is projected for the first half of 2025 and hydrogen production in the latter part of 2025.

4.05 - Deeper dive into the project:

Daytime power comes from the solar plant. Off-peak power from the grid, so utilisation is around 75% to achieve the best price/supply combination. The challenge is to develop the right production at the right scale at the right time. In time the 114MW could be scaled up to just over 1GW.

Challenge is deploying the right technology, at the right time, at the right scale.

6.19 - Having access to world-class infrastructure is fundamental to kick-starting this industry and having foundation projects the industry can anchor on.

6.45 - Resources:

Solar is the cheapest form of energy production at present. Excess Photovoltaic electricity can be sold into the grid, and then drawn back during off-peak periods. LGC (large generation certificates) credits gained from green energy production are retired against the purchase of electricity from the grid, of unknown (green/brown) origin and this creates a net zero footprint. The end result is that low-cost electricity is supplied to the WA grid. We are using the grid as a virtual battery.

9.34 - Access to clean water:

The plant is located within a kilometre of the Stirling Trunk Main pipeline, this is one of the most strategic assets across Western Australia. The water is sourced from the Southern Seawater desalination plant and the Southern dam, ensuring a reliable, low-cost supply; this allows a huge saving in desalination and bore (drilling) costs. Future supply has also been secured for the stage one requirements, 750k/l per day actually being four times the need, to 1,250k/l per day for stage 2. So projected growth is catered for and the demands from yet unknown tertiary growth are also covered.  

11.30 - Gas:

The Dampier - Bunbury pipeline currently transfers offshore natural gas in North Western WA down to the demand areas of Perth & surrounds. It also supplies the huge power needs (with resultant emissions) of the Alcoa smelting plant, downstream from Bristol Springs. The pipeline already has the technical capacity to take in hydrogen from the Frontier Energy plant, without any disruption to its own supply or customers. Statutory changes that will legalise the process are already in advanced stages.     

"The political environment is set in order to enable Hydrogen to be projected into the pipeline both from a legal perspective as well a technical perspective."

13.25 - Workforce:

The town of Collie (population 8k) is 57 kilometres from the plant. The power station is due to close there and Frontier Energy will be able to offer workers construction jobs (initially) and ongoing jobs at its plant. Other towns are similar distances away and Perth is only a 70-minute drive.

Manufacturing hydrogen commercially is difficult because one has to match supply and demand throughout. It’s essential to assist and work with early adopters and the government to ensure that the recipients are not penalised for making staged switches to Hydrogen consumption. 

17.10 - Costs:

Other green hydrogen producers are quoting potential production costs of over $6 per kilo of hydrogen, compared to Frontier’s of around $2.80 per kg. Income from the exported (to the grid) electricity is used to offset some of the operating costs through the reserved capacity markets. Low-cost electricity supplies the hydrogen plant. This allows a daytime energy input cost that is actually negative. (-$15 a MWh).  Night-time electricity drawdowns cost around $50 - $60 per MWh. The net cost of power for the electrolyser is around $35 per MWh. The solar plant cost $166m and the hydrogen plant $72m. After the CAPEX is paid off, the hydrogen production cost falls to $1.50 per kilo, a rate that is similar to the natural gas equivalent. 

With scaling up to 1GW, the operating costs fall further to around $1.30/.20 per kilo. This is fundamental as reduced costs for early users will accelerate uptake and broaden the demand base. 

27.02 - Community engagement:

Positive feedback as they see possibilities for high-paid, skilled jobs in the community, encouraging retention of youth etc. The project has “State Significant” status with the WA government, with fortnightly meetings. 300 jobs at the construction stage, and 50 in operations. Construction is likely to be ongoing with Stage 2, etc. for the next 5 - 10 years. The hydrogen side is likely to require workers transitioning from electrical etc to the less familiar, new technology, with regulatory, compliance approvals, and engineering challenges. The hydrogen economy is a race, and we are competing with incentivised and supported industries in countries, such as the US and UK. We are well supported by our governments, but project-by-project assistance will be required, or our most skilled people may be tempted abroad. 

25.50 - Other learnings to date:

Investors are interested, but they need to understand the appropriate risks and incentives. A conducive political environment, and favourable emissions targets from the government making access easily available to new gas and electricity infrastructure, at the time of construction, will make it easier and cheaper for other potential hydrogen producers and this is to be encouraged. A proposed government incentive is being progressed that will require 80% of its 2050 emissions targets to be achieved by 2030. This will incentivise early-stage hydrogen developments.

29.40 - Challenges:

"How advanced are you in the maturity of the hydrogen industry?"

Hydrogen suppliers need to marry up their supply with nasce...