California Hydrogen Business Council The 2016 Assessment of Time and - - PowerPoint PPT Presentation

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California Hydrogen Business Council The 2016 Assessment of Time and - - PowerPoint PPT Presentation

California Hydrogen Business Council The 2016 Assessment of Time and Cost Needed to Attain 100 Hydrogen Refueling Stations in California AB 8 Joint Report - A CHBC Webinar - April 13, 2017 www.CaliforniaHydrogen.org Quick Notes Two


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California Hydrogen Business Council

April 13, 2017

www.CaliforniaHydrogen.org

The “2016 Assessment of Time and Cost Needed to Attain 100 Hydrogen Refueling Stations in California” AB 8 Joint Report

  • A CHBC Webinar -
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  • Two Audio Options: Streaming Audio

and Dial-In.

  • Streaming Audio/Computer

Speakers (Default)

  • Dial-In: Use the Audio Panel (right

side of screen) to see dial-in

  • instructions. Call-in separately

from your telephone.

  • Ask questions using the Questions

Panel on the right side of your screen.

  • The recording of the webinar and the

slides will be available after the event. Registrants will be notified by email.

Quick Notes

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Webinar Speakers & Outline

  • Welcome
  • Overview & Report Highlights
  • Discussion/Q&A
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  • Hydrogen producers and distributors
  • Automotive companies
  • Public transit systems and suppliers
  • Fuel cell, electrolyzer, compressor

and storage manufacturers

  • Fueling station developers,

engineers and consultants

  • Municipal, state and federal

agencies

  • Component suppliers

Our Members Include:

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2017 Focus & Events

CHBC Advocacy

  • Overall goal is inclusion of Hydrogen and Fuel Cells in transportation, energy and clean air

decisions made in Sacramento & beyond

CHBC Market Sector Action Groups (SAGs):

  • Hydrogen Energy Storage and Renewable Hydrogen
  • Heavy Duty Transportation, Goods Movement, and Clean Ports
  • Public Transportation
  • Strategic Communications

CHBC Programs and Events

  • Heavy Duty Trucking with Hydrogen and Fuel Cells – May 1 Workshop in Long Beach
  • Roadmap to Renewable Hydrogen – Planned for May 10 Workshop in Irvine
  • Private Financing of Hydrogen Refueling Stations
  • Public Transit Powered by Fuel Cells
  • Hydrogen and Fuel Cells in the Ports

Signature Event

  • 2017 California Hydrogen and Fuel Cell Summit in September 25-27 (Sacramento)
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Miki Crowell & Jane Berner

Energy Commission Specialist II – Hydrogen Unit California Energy Commission Overview of AB 8 Report and Report Highlights

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

April 13, 2017

2016 Joint Agency Staff Report on Assembly Bill 8

Jane Berner Miki Crowell California Energy Commission

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Presentation Outline

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  • Background on Assembly Bill 8
  • Summary of Joint Report contents
  • Findings

– Station development time and cost trends – Progress towards 100 station milestone – Station dispensing and utilization information

  • Questions & Answers
  • Feedback for next report
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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Assembly Bill 8 and the ARFVTP

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“… develop and deploy innovative technologies that transform California’s fuel and vehicle types to help attain the state’s climate change policies.” (Health and Safety Code Section 44272(a))

Assembly Bill 8

(Perea, Chapter 401, Statues of 2013)

Extended Alternative and Renewable Fuel and Vehicle Technology Program (ARFVTP) funding through January 1, 2024 ($100 million per year) (ARFVTP created by AB 118, 2007) Directs Energy Commission to allocate up to $20 million annually for developing hydrogen refueling stations to reach 100 station milestone

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

AB 8 Reporting Requirements

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Two Reports Required Annually

1. The “Annual Evaluation” prepared each summer by the California Air Resources Board (ARB) that estimates fuel cell electric vehicle (FCEV) deployment in future years, evaluates the geographic areas where stations are needed, and recommends technical and performance specifications. 2. The “Joint Report” or “Annual Assessment” prepared by the Energy Commission and ARB each winter. The 2016 Joint Report is the focus of this presentation. The full title is the “Joint Agency Staff Report on Assembly Bill 8: 2016 Assessment of Time and Cost Needed to Attain 100 Hydrogen Refueling Stations in California” and is found here: http://www.energy.ca.gov/2017publications/CEC-600-2017- 002/CEC-600-2017-002.pdf

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

AB 8 Joint Agency Report

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  • Evaluates progress toward establishing the hydrogen

refueling station network in California

  • Reports on the coverage and capacity of the refueling

station network

  • Considers the rate of FCEV deployment and the

corresponding amount of fuel needed to support demand

  • Evaluates the length of time required to permit and

construct stations

  • Determines if ARFVTP funding remains necessary to

reach the 100 station milestone

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Questions Answered by the Joint Report

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  • How many hydrogen refueling stations are open to the

public? − 25 as of December 2016, 19 of which opened in 2016

  • How many stations have been funded?

− 50 stations

− 48 ARFVTP funded stations − 2 non-ARFVTP funded stations

  • How much hydrogen fueling capacity do the 50 stations

have in total? − 9,380 kg/day of hydrogen

− Enough to satisfy projected FCEV demand for hydrogen until 2019

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Questions Answered by the Joint Report

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  • How much does it cost to build a station?

– Station all-in cost is around $2 - $3 million

  • How long does it take to build a station?

– About 2 years, reduced from over 4 years

823 441 241 271 354 240 228 369 177 159 69 72 200 400 600 800 1,000 1,200 1,400 1,600 PON-09-608 (2010) PON-12-606 (2013) PON-13-607 (2014) Average Number of Days

Open Retail Operational Approval to Build Permit Application Filing

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Questions Answered by the Joint Report

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  • What will it take to get us to 100 stations?

− Energy Commission has spent about $100 million already − Estimate an additional $125 million is needed to reach the 100-station milestone, for a total investment of $225 million − Estimate completion in 2024

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

FCEV Count and Projections for California

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125 FCEVs 200 FCEVs 331 FCEVs 925 FCEVs 6,650 FCEVs 10,500 FCEVs 13,500 FCEVs 18,465 FCEVs 34,300 FCEVs 43,600 FCEVs

  • 10,000

10,000 20,000 30,000 40,000 50,000 2013/2014 October 2015 June 2016 October 2016 2017 2018 2019 2020 2021 2022 5 10 15 20 25 30 35 40 45 50

Auto Manufacturer Survey-Based FCEV Count

DMV Registration Period 2014 Projection, Mandatory Period 2015 Projection, Mandatory Period 2016 Projection, Mandatory Period 2014 Projection, Optional Period 2015 Projection, Optional Period 2016 Projection, Optional Period 2014 Analysis 2015 Analysis 2016 Analysis 2016 Analysis Less than Previously Reported 2016 Analysis More than Previously Reported

Source: ARB

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Station Network Projections

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Source: ARB

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Capacity Projections

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  • Expecting a potential fuel shortfall around 2020-2021 if

station size and deployment rate remains the same (current average size = 180 kilograms per day)

2017 2018 2019 2020 2021 2022 Quantity of Open Retail Stations 50 58 66 74 82 90 Total Nameplate Capacity (kg/day) 9,380 10,820 12,260 13,700 15,140 16,580 FCEV Fuel Demand (kg/day) 4,400 7,200 9,200 12,800 23,700 30,300

Source: ARB

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Self-Sufficiency Framework

  • Goal: to identify when the private sector will find

compelling financial opportunities to develop hydrogen infrastructure without public financial support

  • In other words, when will California’s hydrogen

refueling stations be self-sufficient?

  • Expect the project to last two years for the first set of

business analyses, with iterations and refinement beyond that

  • Will be engaging a variety of stakeholders to

understand their value propositions

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Quarterly Statistics

19 Quarterly statistics Q4/15 Q1/16 Q2/16 Q3/16 Annual average

  • r total

Average daily kilograms dispensed 13 92 181 351 159 % change over previous quarter +589% +96% +94% Average utilization (%) 1.8% 3.0% 4.5% 8.0% 4.3% % change over previous quarter +62% +52% +78% Average unused capacity (kg/day) 831 2,883 3,781 3,985 2,870 % change over previous quarter +247% +31% +5% Total number of fuelings 504 3,240 5,732 11,408 79,541 % change over previous quarter +543% +77% +99% Average fueling quantity (kg) 2.43 2.58 2.87 2.82 2.67 % change over previous quarter +6% +11%

  • 1%

Total hydrogen dispensed (kg) 1,224 8,351 16,428 32,215 58,639 % change over previous quarter +582% +97% +96% Maximum price of H70 ($/kg) 17.68 $ 16.66 $ 16.78 $ 16.78 $ Minimum price of H70 ($/kg) 13.59 $ 12.85 $ 12.85 $ 12.85 $ Sales-weighted price H70 ($/kg) 15.43 $ 15.19 $ 15.18 $ 15.28 $ 15.25 $ % change over previous quarter

  • 2%
  • 0%

+1% Maximum price of H35 ($/kg) 17.90 $ 16.62 $ 16.78 $ 16.78 $ Minimum price of H35 ($/kg) 14.01 $ 10.85 $ 10.85 $ 10.85 $ Sales-weighted price H35 ($/kg) 16.17 $ 14.46 $ 13.68 $ 13.36 $ 13.71 $ % change over previous quarter

  • 11%
  • 5%
  • 2%

Sales-weighted price H2 ($/kg) 15.45 $ 15.08 $ 14.94 $ 15.11 $ 15.07 $ % change over previous quarter

  • 2%
  • 1%

+1%

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Weekly Dispensing

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41 88 56 37 98 83 79 163 77 142 178 133 40 161 383 407 495 480 584 654 740 933 896 978 847 803 832 907 934 1,107 1,102 1,372 1,376 1,473 1,1721,564 1,621 1,357 1,611 1,270 1,560 1,743 1,931 2,080 2,244 2,477 2,670 2,923 3,111 3,235 3,274 3,393

1,000 2,000 3,000 4,000 Dispensing (kg/week) Alameda Contra Costa Fresno Los Angeles Marin Orange Placer Riverside Sacramento San Bernardino San Francisco San Mateo Santa Barbara Santa Clara Q3/16 Q2/16 Q1/16 Q4/15

Source: NREL

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Weekly H35 Dispensing

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38 38 25 28 37 43 68 69 46 72 64 56 12 13 66 2874 81 104 53 196 199 188 149 63 46 45 144 149 242 226 216 254 235 186 240 278 113 202 144 121 224 312 329 224 112176 310 226 118 304 232

200 400 600 800 1,000 Dispensing (kg/week) Alameda Contra Costa Fresno Los Angeles Marin Orange Placer Riverside Sacramento San Bernardino San Francisco San Mateo Santa Barbara Santa Clara Yolo Q3/16 Q2/16 Q1/16 Q4/15

Source: NREL

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Station Utilization

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Source: NREL

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Station Utilization

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Source: NREL

California Air Resources Board

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Dispensing Hours

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1084 897 132 85 158 413 1250 2171 3226 3179 3465 4109 4513 3764 3787 4034 3529 3036 3200 3267 2717 2048 3458 977

500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000

12AM - 1AM 1AM - 2AM 2AM - 3AM 3AM - 4AM 4AM - 5AM 5AM - 6AM 6AM - 7AM 7AM - 8AM 8AM - 9AM 9AM - 10AM 10AM - 11AM 11AM - 12PM 12PM - 1PM 1PM - 2PM 2PM - 3PM 3PM - 4PM 4PM - 5PM 5PM - 6PM 6PM - 7PM 7PM - 8PM 8PM - 9PM 9PM - 10PM 10PM - 11PM 11PM - 12AM Alameda Contra Costa Fresno Los Angeles Marin Orange Placer Riverside Sacramento San Francisco San Mateo Santa Barbara Santa Clara Yolo

Total dispensed quantity (kg)

Source: NREL

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Equipment Footprints

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Source: California Energy Commission staff

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Contacts

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Jane Berner Jane.Berner@energy.ca.gov Miki Crowell Miki.Crowell@energy.ca.gov

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Thank You

Source: California Fuel Cell Partnership

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Station Locations: Northern California

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Operational status Open retail Operational Open non-retail Planned Station capacity 100 kg/day 180 kg/day 350 kg/day Average daily traffic 200,000 100,000 10,000

Source: NREL

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C A L I F O R N I A E N E R G Y C O M M I S S I O N

Station Locations: Southern California

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Operational status Open retail Operational Open non-retail Planned Station capacity 100 kg/day 180 kg/day 350 kg/day Average daily traffic 200,000 100,000 10,000

Source: NREL

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Question and Answer Session

Ask questions using the Questions Panel

  • n the right side of your screen.

The webinar slides and recording will be made available after today. Please fill out survey upon leaving.

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Thank you! Thank you for attending today’s webinar and remember to fill out attendee survey. Slides and Recording will be made available within one week. For more information, contact: Emanuel Wagner CHBC Assistant Director Ewagner@CaliforniaHydrogen.org 310-455-6095 x360

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Grow your Business: Join the CHBC Where “Hydrogen Means Business in California” www.CaliforniaHydrogen.org