United States

For this episode we speak to Amanda Lyne the Managing Director of ULEMCo and the Chair of the UK Hydrogen and Fuel Cell Association (UKHFCA). Below are a few links to some of the content discussed on the show and some further background reading.

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On this week's episode the EAH team speaks with Prof. Armin Schnettler CEO of New Energy Business at Siemens Energy to talk about where green hydrogen solutions fit into the path to decarbonisation how companies like Siemens are looking at those solutions and working to scale them to meet future demand timelines for deployment in different markets how governments can help the private sector and much much more.

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An opportunity to sequester large amounts of carbon dioxide (CO2) is made possible because hydraulic fracturing is used to produce most of America's natural gas. CO2 could be extracted from natural gas and water using steam methane reforming pressurized to its supercritical phase and used instead of water to fracture additional hydrocarbon-bearing rock. The useful energy carrier that remains is hydrogen with carbon returned to the ground. Research on the use of supercritical CO2 is reviewed with proppant entrainment identified as the major area where technical advances may be needed. The large potential for greenhouse-gas reduction through sequestration of CO2 and avoidance of methane leakage from the natural gas system is quantified.

Wind power is rapidly growing in the Finnish grid and Finland’s electricity consumption is low in the summer compared to the winter. Hence there is a need for storage that can absorb a large amount of energy during summer and discharge it during winter. This study examines one such storage technology geological hydrogen storage which has the potential to store energy on a GWh scale and also over longer periods of time. Finland’s electricity generation system was modelled with and without hydrogen storage using the LEAP-NEMO modeling toolkit. The results showed about 69% decline in carbon dioxide emissions as well as a decline in the fossil fuel-based power accompanied with a higher capability to meet demand with less imports in both scenarios. Finally a critical analysis of the Finnish electricity mix with and without hydrogen storage is presented.

There is growing interest in using hydrogen (H2) as a long-duration energy storage resource in a future electric grid dominated by variable renewable energy (VRE) generation. Modeling H2 use exclusively for grid-scale energy storage often referred to as ‘‘power-to-gas-to-power (P2G2P)’’ overlooks the cost-sharing and CO2 emission benefits from using the deployed H2 assets to decarbonize other end-use sectors where direct electrification is challenging. Here we develop a generalized framework for co-optimizing infrastructure investments across the electricity and H2 supply chains accounting for the spatio-temporal variations in energy demand and supply. We apply this sector-coupling framework to the U.S. Northeast under a range of technology cost and carbon price scenarios and find greater value of power-to-H2 (P2G) vs. P2G2P routes. Specifically P2G provides grid flexibility to support VRE integration without the round-trip efficiency penalty and additional cost incurred by P2G2P routes. This form of sector coupling leads to: (a) VRE generation increase by 13–56% and (b) total system cost (and levelized costs of energy) reduction by 7–16% under deep decarbonization scenarios. Both effects increase as H2 demand for other end-uses increases more than doubling for a 97% decarbonization scenario as H2 demand quadruples. We also find that the grid flexibility enabled by sector coupling makes deployment of carbon capture and storage (CCS) for power generation less cost-effective than its use for low-carbon H2 production. These findings highlight the importance of using an integrated energy system framework with multiple energy vectors in planning cost-effective energy system decarbonization

For this episode we speak to Enass Abo-Hamed the CEO of H2GOPower about their cutting edge hydrogen storage technology. Below we have attached a few links to the content discussed on the show and some further background reading.

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Fully decarbonizing global industry is essential to achieving climate stabilization and reaching net zero greenhouse gas emissions by 2050–2070 is necessary to limit global warming to 2 °C. This paper assembles and evaluates technical and policy interventions both on the supply side and on the demand side. It identifies measures that employed together can achieve net zero industrial emissions in the required timeframe. Key supply-side technologies include energy efficiency (especially at the system level) carbon capture electrification and zero-carbon hydrogen as a heat source and chemical feedstock. There are also promising technologies specific to each of the three top-emitting industries: cement iron & steel and chemicals & plastics. These include cement admixtures and alternative chemistries several technological routes for zero-carbon steelmaking and novel chemical catalysts and separation technologies. Crucial demand-side approaches include material-efficient design reductions in material waste substituting low-carbon for high-carbon materials and circular economy interventions (such as improving product longevity reusability ease of refurbishment and recyclability). Strategic well-designed policy can accelerate innovation and provide incentives for technology deployment. High-value policies include carbon pricing with border adjustments or other price signals; robust government support for research development and deployment; and energy efficiency or emissions standards. These core policies should be supported by labeling and government procurement of low-carbon products data collection and disclosure requirements and recycling incentives. In implementing these policies care must be taken to ensure a just transition for displaced workers and affected communities. Similarly decarbonization must complement the human and economic development of low- and middle-income countries.

Since 2014 when the firm was founded within Anglo-American AP Ventures has been at the forefront of investment in hydrogen sector technologies. At the time the firm started the concerns around climate change and investment in renewable energy tech was gearing up but interest in hydrogen as part of the path to a decarbonized future was limited. The founders of AP Ventures felt differently and saw significant potential for hydrogen to offer a means for cleaning up highly carbon intensive sectors such as heavy transport industrial manufacturing and mining operations. Today that vision for hydrogen appears rather prescient. We are delighted to have two members from the team at AP Ventures with us on the show today. The team is joined by Kevin Eggers - a founding partner at AP - and Michell Robson - associate on the firm's investment team.

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The EAH Team takes a break from standard format on this special episode of Everything About Hydrogen to discuss some of the geopolitical factors and considerations driving the evolution of global hydrogen markets.

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On the season premier episode the EAH hosts are joined by the Governor of New Mexico Michelle Lujan Grisham. The State of New Mexico has the opportunity to lead the United States into the hydrogen era and the Governor and her team are poised to take the opportunity to make New Mexico the strategic center of the US hydrogen economy. The Governor is joined by New Mexico Environment Department Secretary James Kenney on the show to announce the forthcoming New Mexico Hydrogen Hub Act which her administration expects to drive investment in the state job growth in the energy sector and catapult New Mexico to top of the list of states driving the hydrogen revolution.

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