Renewable Hydrogen: Energy of the Future Hon Alannah MacTiernan MLC - - PowerPoint PPT Presentation

Western Australia Renewable Hydrogen: Energy of the Future

Hon Alannah MacTiernan MLC Minister for Regional Development; Agriculture and Food; Ports

What is Renewable Hydrogen?

Where the electr electricit icity used in the electr electrolys

• lysis

is proces process s comes from renewable renewable ene energ rgy y sour sources ces, the hydr hydrogen

• gen

produced produced is known as ‘renewable hydrogen’.

The Time is Right

• Japan: 300,000 tonnes H2 by 2030
• Korea: 6.2 million HFCVs and 1200 refuelling stations by 2040
• Hydrogen Council (international): estimates investment of at least

US$3 billion annually to stimulate hydrogen market

• ACIL Allen for ARENA: Value of Australia’s potential hydrogen exports

could reach AU$2.2 billion (502,000 tonnes of hydrogen) by 2030

• Federal Labor’s commitment to $1.1 billion National Hydrogen Plan

Japan Hydrogen Strategy

The Time is Right

The WA Advantage

• 1. Global reputation established by significant high

performing LNG export industry and capability

Global export capacity (2017). WA = second largest exporter

• f LNG in the world.

The WA Advantage

• 2. Established export capability and infrastructure

The WA Advantage

• 3. Solar irradiance and Wind

The WA Advantage

• 4. Land mass

WA Renewable Hydrogen Council

Minister for Regional Development Minister for Energy (Rep)

• Dept. of Primary Industries & Regional Development
• Dept. of Jobs, Tourism, Science & Innovation

ARENA AGIG ATCO CSIRO ENGIE Hydrogen Mobility Australia Jackson Macdonald Woodside Yara

Export Transport Blending in Gas Network Remote Applications

WA Renewable Hydrogen Framework

Four Strategic Focus Areas

Thank you

Hydrogen Panel WA Petroleum Club

April 2019

WHAT IS THE HYDROGEN ECONOMY?

Hydrogen will be the “missing link” to a de-carbonized industrial economy

THE POTENTIAL FOR LOW-COST, LOW EMISSION HYDROGEN IS COMPELLING

ELECTRIC VEHICLES

Hydrogen fuel cell, battery & hybrid are all electric vehicles

Electric Vehicle Fuel Cell Vehicle

Low carbon Hydrogen in Storage T ank Graphite in Power Unit Graphite in Fuel Cell Stack Graphite in Lithium-Ion Batteries Graphite in Power Unit Graphite in Lithium- Ion Batteries

FUEL CELL VEHICLES

A wide variety of hydrogen fuel cell vehicles are ready now

WHAT IS THE END GAME ?

Hydrogen will be the “missing link” to a de-carbonized industrial economy

HYDROGEN - A GLOBAL FOCUS

• Prof. Alan Finkel – launched National Hydrogen Roadmap (CSIRO) – August 2018

COAG December 2018 – National Hydrogen Strategy to be developed by October 2019* T arget for 800,000 hydrogen Fuel Cell vehicles and 900 filling stations by 2030 National Hydrogen Roadmap* targets: 6.2 million hydrogen vehicles and 1200 filling stations by 2040 with 2000 Fuel Cell Buses by 2022 & 800 police use Fuel Cell Buses by 2021 California Fuel Cell Partnership - active roll–out of hydrogen refueling network

Significant global focus on developing a hydrogen economy as part of a transition to low carbon environment

Refueling networks under development; H2 trains operational in Germany

CURRENT HYDROGEN PRODUCTION

Current production technologies are either high in emissions or expensive

CnHm + [O] Fossil fuel reforming COx + H2 2H20 (+ energy) Electrolysis O2 + 2H2 Significant CO2 emissions

• 95% of total global

hydrogen production

• Chemically equivalent to

direct combustion, but less energy efficient

Energy intensive process

• Requires renewable

energy source

• Expensive (power

consumption)

Current hydrogen production Barrier to growth in energy markets

THE HAZER ADVANTAGE

Capture full value of feedstock by producing two valuable products without creating CO2 in the process

Methane composition

25% Hydrogen 75% Carbon

Hazer Process

Graphite (carbon) Hydrogen

=$

gas

=$

CH4 2H2 + C

Iron-ore process catalyst

SUSTAINABILITY

The Hazer Process has outstanding sustainable development attributes

Landfill

Hazer

Biogas Waste WWTP

FC Vehicles Power

Graphite (local Industry)

DEVELOPMENT PATHWAY

Hazer is focused on securing a commercial demonstration plant (CDP) by mid 2019 with commencement of operations in 2020

2019 2020 2021 2024 2022 2023

FEED Study for CDP complete CDP FID: offtake & funding agreed Construction Starts CDP Start up Partner for first Commercial Plant secured First Commercial Plant commences

• peration

Thank You

Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: Nat Bradford nbradford@we-buchan.com

DISCLAIMER

Important Information

This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase securities in Hazer in any jurisdiction. This presentation contains general information only and does not consider the investment objectives, financial situation and needs of individual investors. Investors should make their own independent assessment of the information in this presentation and obtain their own independent advice from a qualified financial adviser having regard to their personal objectives, financial situation and needs before taking any action. No representation or warranty, express or implied, is made as to the accuracy, completeness, reliability or adequacy of any statements, estimates, opinions or other information, or the reasonableness of any assumption or other statement, contained in this presentation. Nor is any representation or warranty (express or implied) given as to the accuracy, completeness, likelihood of achievement or reasonableness of any forecasts, prospective statements or returns contained in this presentation. Such forecasts, prospective statements or returns are by their nature subject to significant uncertainties and contingencies, many of which are

• utside the control of Hazer.

T

• the maximum extent permitted by law, Hazer and its related bodies corporate, directors, officers, employees, advisers and

agents disclaim all liability and responsibility (including without limitation any liability arising from fault or negligence) for any direct or indirect loss or damage which may arise or be suffered through use or reliance on anything contained in, or omitted from, this presentation. An investment in Hazer securities should be considered speculative and is subject to investment and

• ther known and unknown risks, some of which are beyond the control of Hazer. Hazer does not guarantee any rate of return or

the absolute or relative investment performance of Hazer securities. The distribution of this presentation including in jurisdictions

• utside Australia, may be restricted by law. Any person who receives this presentation must seek advice on and observe any

such restrictions.

CLEAN ENERGY INNOVATION HUB

Stevan Green

PRESIDENT, ATCO GAS DIVISION

ACKNOWLEDGEMENT OF COUNTRY

The Bungle Bungles – Purnululu

Clean Energy Innovatjon Hub

WHO IS ATCO? – ATCO GLOBAL

70 YEAR HISTORY

THROUGHOUT OUR

100+ COUNTRIES

WE HAVE PROVIDED PRODUCTS AND SERVICES IN

7,000 EMPLOYEES

WE HAVE APPROXIMATELY

$23 BILLION

AND ASSETS OF

Electricity, Pipelines & Liquids, Investments, Structures & Logistics Electricity, Pipelines & Liquids, Structures & Logistics Neltume Porus, Structures & Logistics Neltume Porus Structures & Logistics

Clean Energy Innovatjon Hub

Karratha Adelaide Melbourne Sydney Newcastle Brisbane Gladstone Mackay Townsville Geraldton Kalgoorlie Albany Bunbury Peruh

WESTERN AUSTRALIA SOUTH AUSTRALIA NORTHERN TERRITORY QUEENSLAND NEW SOUTH WALES VICTORIA

WHO IS ATCO? – ATCO AUSTRALIA

ATCO Gas Division ATCO Electricity Division ATCO Structures Ofgice Locations

ATCO HAS BEEN IN

AUSTRALIA

FOR MORE THAN

55 YEARS

Clean Energy Innovatjon Hub

DISTRIBUTION MAP

WHO IS ATCO? – GAS DIVISION

ATCO OWN, OPERATE AND MAINTAIN

WA’S LARGEST GAS NETWORK

OF PIPELINES

14,000KMS

MORE THAN CONNECTION POINTS

760,000

MORE THAN EMPLOYEES

300

MORE THAN

REGULATED & UNREGULATED

NETWORKS

Clean Energy Innovatjon Hub

GAS SUPPLY CHAIN

2018 Core Presentation

PRODUCTION TRANSMISSION PIPELINES DISTRIBUTION PIPELINES RETAIL YOUR BILL

Clean Energy Innovatjon Hub

CUSTOMER EXPECTATIONS

A cleaner energy future is important to them. They expect ATCO to help make a cleaner energy future a reality.

1. 2.

Clean Energy Innovatjon Hub

THE FUTURE GAS MIX

NOW A POSSIBLE FUTURE

CO2 Emissions (T CO2-e/MWh)

1 0.8 0.6 0.4 0.2

Natural Gas Natural Gas & Hydrogen Blend (@10%) Hydrogen (notionally ‘0’) Electricity in WA

CH4 CH4

H2

H2

40%

Clean Energy Innovatjon Hub

ECONOMIC:

‘Green’ hydrogen (producing zero emissions) is currently expensive.

SAFETY:

Hydrogen is currently produced worldwide

• n an industrial scale mainly in refjneries.

Economic, safe production and utilisation for

• ther uses needs to be developed.

REGULATORY:

There is a need for regulation at commercial and residential levels.

KEY CHALLENGES

Clean Energy Innovatjon Hub

WA Renewable Hydrogen Council COAG – establishment of Hydrogen Working Group Redevelopment works and planning underway DPIRD hydrogen conference Replication GasSola Trials ARENA funding announcement Opening of the CEIH Commercialisation

2016-17 2017 2018: JULY JULY 2019 2019-20 2021

ATCO’S PATHWAY TO A CLEANER ENERGY FUTURE

DEC AUG OCT

Clean Energy Innovatjon Hub

ATCO’S CLEAN ENERGY INNOVATION HUB

Clean Energy Innovatjon Hub

ATCO’S CLEAN ENERGY INNOVATION HUB

• The use of hydrogen in the gas

network and appliances.

• The potential role of hydrogen as

complement to intermittent renewable energy of wind and solar.

Clean Energy Innovatjon Hub

HYDROGEN DEVELOPMENT ACTIVITY IN AUSTRALIA

Some examples (not an exhaustive list):

BUSINESS PROJECT LOCATION

ATCO Clean Energy Innovation Hub WA AGIG & Siemens Hydrogen Park SA (HyP SA) SA Jemena Project H2Go NSW Kawasaki Heavy Industries (KHI) J-Power, Iwatani Corporation, Marubeni Corporation, Shell & AGL Hydrogen Energy Supply Chain (HESC) VIC Yara & ENGIE Renewable Hydrogen / Ammonia WA CSIRO Hydrogen Energy Systems Future Science Platform National FFCRC Pre-competitive Cooperative Research National

OVER $200M OF INVESTMENT ANNOUNCED IN THE PAST 12 MONTHS

Clean Energy Innovatjon Hub

INTERNATIONALLY

EU, JAPAN AND KOREA EACH PROMOTING READINESS WITH THE HYDROGEN ECONOMY BEGINNING FROM 2030

• EUROPEAN UNION – Energie Park in Mainz – Hydrogen

energy storage at grid scale. 200 tpa (cf 4 tpa CEIH). ~$A25M

• JAPAN are using next year’s Tokyo Olympics to showcase

zero emission hydrogen technology.

• KOREA are planning development of hydrogen infrastructure

progressively from 2022-2030.

• HyNet Project announced to develop 100 hydrogen

refueling stations in Korea by 2022 at a cost of A$168M.

• Plan to begin importing hydrogen in 2030.

ROCK FACT:

SOLAR POWER COSTS ARE

55% LOWER

IN AUSTRALIA THAN IN JAPAN

Clean Energy Innovatjon Hub

COST OF PRODUCTION

ALUMINIUM SOLAR PANELS HYDROGEN

• In the 1850s aluminium was more

expensive than gold. 100 years later the cost of aluminium was reduced by 1000 times.

• In the 1970s solar panels were 1000

times more expensive than they are today, less than half a century later.

HOW QUICKLY AND HOW FAR WILL THE COST OF HYDROGEN COME DOWN?

Clean Energy Innovatjon Hub

ATCO’S CLEAN ENERGY INNOVATION HUB

The CEIH project has been made possible with the support of the

AUSTRALIAN RENEWABLE ENERGY AGENCY

and has two components: Research facility to investigate the potential role

• f hydrogen in the future energy mix.

Test bed for micro grids enabled by gas technology, integrating with solar and batteries.

1. 2.

Clean Energy Innovatjon Hub

WHAT WE HOPE TO LEARN

• The impact of hydrogen on our distribution network

assets, downstream appliances and safety standards.

• The potential role of hydrogen to complement

intermittent renewable energy (wind and solar).

• The economies of scale.
• Opportunities for remote application.
• How to optimise the investment in existing infrastructure

in preparation for a carbon constrained future.

• Meeting customer needs for low emission fuels and

maintaining afgordability.

Clean Energy Innovatjon Hub

ATCO’S COMMITMENT

Clean Energy Innovatjon Hub

ATCO Australia Level 12, 2 Mill Street, Perth, WA 6000 Australia Postal Address: PO Box 7182 Cloisters Square WA 6850 P: +61 8 6163 5400 E: enquiries@atco.com.au W: www.atco.com.au @atcogasaustralia @atcoaustralia search companies: atco-australia

Overview of the Hydrogen Market Energy of the Future?

9 April, 2019

Andrew Tan President & CEO Chiyoda Oceania Pty Ltd

CONTENTS

2

I. Who we are II. High Level Summary of ERIA Hydrogen Study III. H2 Potential in Australia IV. Chiyoda’s Ongoing Hydrogen R&D and Projects V. Demonstration Plant video VI. Final Points

• I. Who we are

3

Current Business Portfolio

4

Metals & Mining Gas General Industry Offshore & Upstream Pharmaceuticals Water Management Environmental Protection Petrochemicals & Chemicals Petroleum Refineries Green Energy

⚫ Consulting Service ⚫ Offshore EPCI (Engineering, Procurement, Construction & Installation)

Infrastructure

⚫ Gas Processing ⚫ LNG − Liquefaction − Regasification − FLNG/FPSO ⚫ Synthesis Gas ⚫ Clean Fuel ⚫ Heavy oil upgrading ⚫ Chemical Refinery Integration ⚫ Methanol ⚫ Synthesis Gas/Fertilizer ⚫ Olefins ⚫ Aromatics ⚫ Speciality Chemicals ⚫ Pharmaceuticals ⚫ Tissue Engineering (iPS cell) ⚫ Laboratories ⚫ Solar Energy ⚫ Biomass Power Generation ⚫ Wind Power ⚫ Energy Storage ⚫ Hydrogen Supply Business ⚫ Industrial Water − Waste Water Treatment + Recycling − Produced Water Treatment ⚫ Flue gas desulfurization ⚫ Acid gas/CO2 capture and storage ⚫ Energy conservation ⚫ Metallurgical Refining and Smelting ⚫ Airport ⚫ Transport ⚫ Electronic materials ⚫ Food processing

Global Track Record

5

World’s No.1 LNG Contractor

40% of LNG Projects worldwide

Executed 75 LNG Receiving Terminal Projects Over 800 Refinery Units Constructed

Over 600 Petrochemicals / Chemicals Plants Constructed Over 1,800 Projects in Other Fields

LNG Experience

26 EPC Projects* & 38 FEED Projects

Oman 2 EPC (3 Trains) & 2 FEED U.A.E. 2 EPC (3 Trains) & 2 FEED Qatar 9 EPC (15 Trains**) & 7 FEED Iran 1 FEED Egypt 1 FEED Algeria 1 EPC (1 Train) Canada 1 FEED USA 3 EPC (6 Trains) & 3 FEED Trinidad and Tobago 1 FEED Brazil 1 FEED Nigeria 3 FEED Mozambique 2 FEED

* 43 trains, 172 mtpa of LNG

** include debottlenecking

Russia 2 EPC (5 Trains) & 3 FEED Indonesia 5 EPC (6 Trains) & 4 FEED Malaysia 1 FEED Papua New Guinea 1 EPC (2 Trains) & 1 FEED Australia 1 EPC (2 Trains) & 5 FEED

6

• II. Summary of ERIA Hydrogen Study

7

POSITIONING FOR HYDROGEN TRADING

⚫

5 + 1 countries / regions will potentially be in a H2 ‘’Exporting’ position.

⚫

4 will be in H2 ‘Importing’ group, and remaining 8 will be in ‘Intra-regional’ group.

8

• Australia
• Indonesia (Eastern Region)
• Malaysia (Borneo)
• Brunei
• New Zealand
• Laos (*export by electricity )
• Japan
• Korea
• Malaysia (Peninsula)
• Singapore

IMPORTING

• China
• India
• Indonesia (Java, Sumatra)
• Thailand

INTRA-REGIONAL

• Philippine
• Vietnam
• Myanmar
• Cambodia

EXPORTING

H2 H2

H2 SUPPLY : Supply Chain and Network

⚫

In early state (2020-30), a local supply chain and global trading to Japan will be started, and is expected to grow into a global H2 energy supply chain network in this region by 2040-50.

9

Hydrogen Trade Flow in EAS Region

2040 - 2050 2020 - 2030

JAPAN’s POLICY : Basic Hydrogen Strategy

• The Japanese Government have decided on the “Basic Hydrogen Strategy (December,

2017)” to show the plan of action until 2030 and the future vision in 2050.

10

(Source) METI “The Basic Hydrogen Strategy”

JAPAN’s MARKET : Fuel Cell Vehicles

11

Fuel cell trucks in ‘7-Eleven’ delivery system

✓ 7-Eleven Japan and Toyota launched joint next- generation convenience store project in autumn 2019. ✓ Small FC trucks, FC generators, solar panel, rechargeable batteries and BEMS in their stores and distribution.

Joint venture (JHyM) for H2 station

✓ 11 companies (Toyota, JXTG energy, Tokyo gas, etc.) has established new joint venture “JHyM” to promote H2 station network, in March 2018.

(Source) Press release by Tokyo Metropolitan, 7-eleven / Toyoda

• In July 2018, FCV was introduced over 2,700 with 100 hydrogen stations, and target is 200,000 cars with 320 stations in 2025.

Fuel cell bus in Tokyo metropolitan

✓ Tokyo metropolitan government introduced 2 FC busses in March 2017, and will increase to 100 buses by Tokyo Olympics Games in 2020.

• Toward to introduce hydrogen into power generation, gas turbine manufacturer has started demonstration / R&D for hydrogen

combustion, and electric power companies has started feasibility study to introduce hydrogen into their power plants.

JAPAN’s MARKET : H2 Power Generation

The hydrogen gas turbine (MHPS)

✓ MHPS has successfully fired with a 30% fuel mix by hydrogen gas turbine in 2018, and will move to the 100% hydrogen combustion gas turbine in 2023.

(Source) Press release by MHPS, NEDO

Feasibility study for H2 power generation

✓ 2 Japanese electric power companies will start a feasibility study to introduce hydrogen power generation from 2019 to 2020. (1) Technical evaluation of hydrogen mix combustion (2) Study hydrogen supply system (3) Basic design for hydrogen mix combustion system (4) Economic evaluation

• III. H2 Potential in Australia

13

Location & Infrastruture

14

H2 SUPPLY : Shift of H2 Source

⚫

In early stage, major hydrogen source will be from fossil fuels with hydrogen from stable hydro/geothermal and partially from solar/wind mainly for local consumptions.

⚫

In future, hydrogen source will largely shift to abundant renewable energy as the result of technology development and expand its network globally and locally in this region.

15

Image of Hydrogen Source Transition in Asia & Oceania Region

H2 SUPPLY : Production Potential (Exporting)

⚫

Among exporting group, Australia and Indonesia have largest potential to produce hydrogen, and major sources are solar, wind and lignite.

16

Hydrogen Production Potential by Countries (m toe/y) : Exporting Group

• IV. Chiyoda’s Ongoing Hydrogen R&D and Projects

17

SPERA Hydrogen Research & Development

18

◼

SPERA Hydrogen Fuel station

◼

SPERA Hydrogen Fuel Cell Vehicles (FCV)

◼

SPERA Hydrogen Marine Vessel models

• Fuel Cells
• Boiler Turbines
• Diesel Engines

◼

World’s first technical verification to produce CO2 free Hydrogen at low cost

Key Features of SPERA Hydrogen Technology

19

Long term storage & long distance transport Easy to handle Use of existing oil infrastructure Chemically stable, very minor MCH (H2) loss by long term storage and long distance transport Liquid under ambient temperature and pressure

• Approx. 1/500 in volume

Physical property is similar to petroleum oil Combination of proven technologies Combination of conventional equipment except for new catalyst for dehydrogenation. Reduced risk of H2 storage and transport Risk for H2 storage and transport is reduced to that of petroleum oil.

SPERA

Global Hydrogen Supply Chain Demonstration

• Chiyoda and its partners established the new entity “AHEAD”, and started the world’s

first global hydrogen supply chain demonstration project toward 2020.

20

Description

Scale 210 tons/year (max.) Duration One year (Jan. 2020 - Dec. 2020) Hydrogen Supply Brunei Darussalam (hydrogen Production) Hydrogen Demand Kawasaki City (fuel for gas turbine power plant) Transportation ISO tank container (container ship/truck) Business Scheme Establishment of the Association for Technology Development. NEDO funded project*

* Technology Development for the Realization of the Hydrogen society （funded by NEDO） “Demonstration of the Hydrogen Supply Chain by Organic Chemical Hydride Method Utilizing Unused Energy“

SPERA Demonstration Plant Movie

21

Final Points

22

• 1. Australia has the potential to be part of a new Hydrogen

Export industry.

• 2. It is important to start action now to develop a H2 global

market in the region.

• 1. As like in the history of LNG, it will take time to build a

hydrogen market and its network infrastructure, toward the decarbonized and sustainable energy system in this region.

• 3. Government support is one of the key drivers, especially in

the early stages.

Thank you

23