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Green Hydrogen
and Green Fuels –
The Future of
Energy
Emerging Tech Webinar
December 2022
2 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Speakers
Ómar Sigurbjörnsson
Director Sales and Marketing
Carbon Recycling International
Dr. Christopher Papile
EPC and OEM Lead
Catalyte
Kaustubh Kamble
Senior Research Analyst
Advanced Materials & Chemicals
BIS Research
Mr. Sydney Lobo
Partner at
Catalyte
3 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Agenda
▪ Introduction
▪ Emerging Green Fuels: Sustainability
▪ Green Hydrogen Market: Trends and
Opportunities
▪ Green Methanol Market: Trends and
Opportunities
▪ Presentations of Key Speakers
▪ Mr. Ómar Sigurbjörnsson
▪ Dr. Christopher Papile
▪ Mr. Sydney Lobo
▪ Concluding Remarks
▪ Q&A
Green Fuels and
Green Energy
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Green Hydrogen and Green Fuels – The Future of Energy
Emerging Green Fuels: Sustainability
Rise of the Need for Green Fuels
▪ Uncertainty and concern about the future of fossil fuels
▪ Decarbonization of Energy Sector
▪ Net Zero by 2050 Roadmap
▪ Investment by Several Developed Economies
Emerging Green Energy Market
▪ Development of Production Technologies
▪ Green Hydrogen
▪ Green Methanol
▪ Green Ammonia
▪ Bio-Fuels and Other Renewables
▪ Commercialization of Sustainable Technologies
Growth of the Green Energy Market
▪ Rising Investment in Green Technologies
▪ Stringent Emission Regulations Adopted by Several Economies
▪ Geopolitical Issues
Emerging Green Fuels: Sustainability
2017 2018 2019 2020 2021 2022 (E)
Electric Vehicles 5 13 19 27 55 93
Low Carbon Fuels and CCUS 11 10 10 10 16 19
Grids and Storage 322 315 296 298 317 337
Energy Efficiency and Other End-
Uses
376 376 390 355 430 470
Nuclear 37 34 35 40 44 49
Renewable Powers 326 359 393 418 446 472
0
400
800
1,200
1,600
Annual Clean Energy Investment 2017 - 2022 ($Billion)
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Green Hydrogen and Green Fuels – The Future of Energy
Global 2030 Climate Change Targets: Sustainability
Stringent Emission Targets Set by Several key Economies:
Canada :
40% - 45% GHG
below 2005 levels
India :
45% GHG
below 2005 levels
Brazil :
50% GHG
below 2005 levels
U.S. :
50% - 52% GHG
below 2005 levels
Russia:
30% Emission Cut
below 1990 levels
Japan :
46% GHG below
2005 levels
China:
<65% drop in
Carbon Intensity
2005 levels
Middle East :
42% Reduction in
CO2 Emission
European Union
55% Emission Cut
below 1990 levels
Green Future Index Country Ranking, 2022
Green Leaders
1) Iceland
2) Denmark
3) Netherlands
4) U.K.
5) Norway
6) Finland
7) France
8) Germany
9) Sweden
10) South Korea
The Greening Middle
21) U.S.
22) Greece
23) Austria
24) Hungary
25) Bulgaria
26) China
27) Czech republic
28) Luxembourg
29) Singapore
30) Israel
Climate Laggards
41) U.A.E.
42) India
43) Nigeria
44) Cameroon
45) Hong Kong, China
46) Slovakia
47) Romania
48) Thailand
49) Kazakhstan
50) Angola
Climate Abstainers
67) Peru
68) Argentina
69) Turkey
70) Indonesia
71) Ghana
72) Guatemala
73) Qatar
74) Paraguay
75) Algeria
76) Iran
Source: World Economic Forum, MIT Technology Review Insights
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Green Hydrogen and Green Fuels – The Future of Energy
Capital Investments: Current Trends Vs Future Scenario
Global Annual Average Capital Investments to Reach Net Zero CO2 emissions by 2050
2016-2020 2030 2040 2050
Buildings 401 792 754 727
Transport 153 728 989 1116
Industry 158 343 428 477
Infrastructure 500 964 1113 873
Electricity 496 1638 1200 1094
Fuel Production 585 518 343 244
0
1,000
2,000
3,000
4,000
5,000
6,000
Investment
($Billion)
Annual Average Capital Investments, By Sector ($Billion)
2030 2040 2050
Others 20 25 32
Fossil Fuels 559 389 288
CCUS 205 157 163
Hydrogen 165 386 476
Electricity System 2419 2187 1885
Electrification 557 736 786
Efficiency 777 706 640
Other Renewables 100 107 111
Bioenergy 181 133 150
0
1,000
2,000
3,000
4,000
5,000
6,000
Investment
($Billion)
Annual Average Capital Investments, By Technology
Area ($Billion)
Source: International Energy Agency (IEA) Source: International Energy Agency (IEA)
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Green Hydrogen and Green Fuels – The Future of Energy
Green Hydrogen Market: Current Trends Vs Future Scenario
Growth Factors
Short Term
Impact
Mid Term Impact
Long Term
Impact
Scaling Up of technologies
Government objectives for net-zero energy systems
Interest of multiple stakeholders and ongoing
investments
Business Opportunities
Short Term
Impact
Mid Term Impact
Long Term
Impact
Growing Penetration Of Renewable Energy
Technology developments
Business Challenges
Short Term
Impact
Mid Term Impact
Long Term
Impact
High cost of production
People: Lack of specialized workforce/ experts
Green Hydrogen Market,
by Technology Trends,
2021
PEM Electrolyzer
Alkaline Electrolyzer
Anion Exchange Membrane
Solid Oxide Electrolyzer
9 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Green Hydrogen Market: Investments, Developments and Key Industry Players
Key Industry Players in Green Hydrogen Market
Company/ Country1 Date Description
South Africa November 2022
The Industrial Development Corporation (IDC) of
South Africa signed a MoU with KfW
Development Bank. The funding of around $23.8
million is part of Germany's commitment to the
Energy Transition Partnership with South Africa
and other international partners. The project is
expected to be commissioned in 2026
Globeleq November 2022
Globeleq signed a framework agreement with
General Authority for Suez Canal Economic
Zone. The company will develop, finance, build,
own and operate the green hydrogen project in
three phases. First phase expected to start
operations by 2026-2027.
Protium November 2022
Barclays has made an equity investment in
Protium. This is 11th investment under the
bank’s around $210m Sustainable Impact
Capital Programme
Larsen & Toubro August 2022
Larsen & Toubro commissioned new green
hydrogen plant in Gujrat, India.
10 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Green Methanol Market: Current Trends Vs Future Scenario
Trends
• Green Methanol Energy as
Sustainable Replacement of Fossil
Fuels
• Growing Carbon Capture
Technology
• Sustainable Green Methanol
Technology
Growth Factors
• Rising Use of Green Methanol in the
Chemical Industry
• Increasing Demand for Green
Methanol in Renewable Energy
Storage
Business Challenges
• High Cost of e-Methanol Production
• Limited Availability of Renewable
Feedstock Sources for Bio-Methanol
Opportunities
• Growing Investment in Methanol
Fuel Cells
• Decreasing Cost of Renewable
Energy and Green Methanol
Synthesis
Key Startups in Green Methanol
• ABEL Energy Pty Ltd.
• Glocal Green
• METHANOLOGY AG
• GIDARA Energy
• HIF Global
• Southern Green Gas Limited
• REintegrate ApS
11 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Green Methanol Market: Investments, Developments and Key Industry Players
Key Industry Players in Green Methanol Market
Company Funding Date Description
ABEL Energy
Pty Ltd.
July 2022
ABEL Energy, along with Origin Energy and
Grange Resources, received a share of $2.6
million in funding grants. ABEL Energy received
the funding for 100 MW of green hydrogen and
methanol for the export project at the Bell Bay
Advanced Manufacturing Zone.
GIDARA Energy May 2022
GIDARA Energy and OCAP (a subsidiary of
Linde Gas) announced that a subsidy scheme of
more than $110 million had been granted for
Advanced Methanol Amsterdam (AMA) for CO2
capturing and
distribution for carbon capture and utilization
(CCU).
HIF Global April 2022
HIF Global raised over $260 million for the
global expansion of its decarbonization
business. The company will use these funds to
develop its business in the U.S., Chile, and
Australia to supply e-fuels to ships, cars, trucks,
and airplanes.
For more information please visit : https://bisresearch.com/industry-report/green-methanol-market.html
Ómar Freyr Sigurbjörnsson
December 1st,2022
Green Hydrogen and Fuels -
The Future of Energy
Output
Inputs CRI Process
H2
Recycling CO2
Recover stranded
H2 from industry
Globally traded methanol
CO2
2
or
Generate green H2
by electrolysis
CRI is a pioneer in converting waste CO2 and H2 into
sustainable methanol
Pilot Commercialization
2022 2025
2006 - 2011
Industrial demonstration and R&D
2012 - 2014 2015 - 2017 2018 - 2020
No othercompany has yet
delivered +1 ktpa plant
Pipeline of commercial projects
10+ years of leadership advantage in technology
& operations
kg per day
First CO2-to-methanol
pilot plant
1300 t/ y
First industrial
e-methanol plant
4000 t/ y
Largest industrial
e-methanol plant to
date
400 t/ y
Adaptation to
wind energy,
steel furnace gas
2 x ≥100.000 t/ y
Full scale utilizing
hydrogen byproduct
100.000 t/ y
Largest electrolysis hub
and e-methanolplant
# 1Recycled carbon
project worldwide
# 1E-methanol at
scale - worldwide
3
“The Shunli plant represents an important milestone in the development of Chinese industry towards circular
value-chains”
4
Successful launch of Anyang 110kt plant
“The world’s first
commercial scale CO2-to-
methanol plant has started
production in Anyang, Henan
Province, China”
Multiple ways to make e-fuels
5
Renewable
Energy
Sources
· Compression
· Nitrogen (ASU)
· CO2 (CC)
=Compressed hydrogen (gas)
=Ammonia (gas)
=Methane (gas)
=Methanol (liquid)
· CO2 (CC)
· Processing (FT)
=Diesel
=Gasoline
=Jet fuel (Liquid)
Hydrog en
N2
Electrolysis
ASU= Air Separation Unit, CC= Carbon Capture, FT =Fischer-Tropsch synthesis
Green hydrogen market is set to grow rapidly
with increased affordability
2022e:
<2 Mt
2030e:
>40 Mt
H2
H2
Methanol - a key Power-to-X solution for Green H2
Growth must be supported by a solution to
difficulty in storing and transporting H 2
S ource:Andersson &Grönkvist(2019),M ethanol Institute
Key advantages of methanol as hydrogen
storage
Ease of conversion
✓ CRI’s ETL technologycan convert H2 to sustainable
methanol
✓ Hydrogen release from methanol can be realised in
multipleways e.g. steam reforming, partial oxidation
Efficient
✓ Methanol has the highest hydrogen to carbon ratios
of liquid fuels
Temperature required forliquid state
✓ H2 storage is difficultpartly due to liquid storage at -
253°C
✓ Methanol is a liquid from -98°
C to +65°
C
Technology availability
✓ With CRI’s ETL technology, this storage solution is
readily available
6
Low entry barriers for sustainable methanol
✓ Clean burning fuel
✓ Readily biodegradable
✓ Sustainable methanol recycles CO2 and
avoids additional CO2 from fossil origins
Environmentally positive
Versatile and scalable
✓ Produced on an industrial scale using CO2
and H2
✓ Key input in industrial chemicals and
consumerproducts
✓ Versatile fuel for internal combustion
engines, hybrid systems and fuel cells
✓ Liquid hydrogen carrier
✓ Can be used as a building block for SAF
Ease of integration
ship,
✓ Easy to store and transport by
pipeline, truckand rail
✓ Is a liquid at 65°(-253°for hydrogen)
✓ No inherent technical challenges in
scaling production
✓ Existing oil infrastructure can be
repurposed with inexpensive and minor
modifications
✓ Engines and regulatory framework for
methanol use exists today
7
Sustainable
methanol will be
a key tool to
achieving global
Net Zero targets
Methanol to hydrocarbons (MTH) can be an
essential step in the journey to achieving
the government's net zero ambitions.The
process will allow conventional fossil fuel-
based gasoline and olefins (hydrocarbon
building blocks of plastics and detergents
and the like) to be replaced with
renewable methanol-based products.
UK Research and Innovation, 2021
Chemicals
Materials
Plastics
Shipping
fuels
Cooking
fuel
Heating fuel
Electricity
production
fuel
~8 Mt
of CO2 avoidance
over plant lifetime1
Road
transport
fuels
Sustainable
aviation fuel
Methanol
uses
2
1:Lifetime C0 avoidancebased on 20 years of plant operation at 100.000 t/y capacity, replacing theweighted average carbon emissionsof co al and natural gas-based methanol
production. ExactCO2 savings depend on each site specifics. Lifecycle of plant can be greater than 20 years.
Source: BMO (2022),PrecedenceResearch, HIS, IRENA
Demand by region and source of supply
Demand for methanol increasing annually
59%
9%
10%
10%
Asia (Ex China)
N,America
2% S,America
10%
Other
China
Europe
Natural g as
From coal
53%
47%
9
100 115
135
250
2020
Fossil methanol Bio-methanol
2050
e-methanol
Estimated methanol production by source (mt)
>130 methanol-equipped ships were
ordered/constructed since 2016
Source: DNV 2019 Energy Transition Outlook; EU FuelMaritimedirective (draft), Methanol Institute
Readily available technology and
available engines
EU Fit for55 package introduces
binding CO2 targets for ships from
2023
Easy to store and to reuse current oil
infrastructure
Maritime industry demand for sustainable methanol
predicted to soar
10
Methanol is available in multiple ports
with known distribution systems
Source: J.P. Morgan Perspectives “ESG Outlook: Advancing ClimateInnovation – The Road to 2050”, InflationReductionAct of 2022. 1.EP positionon RED III,not an actual final target.Target stillunder negotiation
Key APAC countries are
targeting carbon
neutrality
Public policies are creating demand for green
methanol
11
Mandates for
alternative fuels and
incentives for CCU and
Green H2
Incentives for CO2
capture and utilisation
and hydrogen
production
CCU and Green
H2 are the supply
chain for green
methanol
Recent policy announcements
✓ Inflation Reduction Act (IRA) Support for green hydrogen - tax credit of
up to $3/kg H2 is allocated based on lifecycle emissions
✓ IRA Support for CCU - CCU benefits from a tax credit of $60/Tonne CO2
✓ China: targeting 40% clean energy vehicles by 2030. Supporting hydrogen
with low-cost funding (1-yearLPR of 3.85%, +5-year LPR of 4.65%)
✓ India: NITI Aayog's 'Methanol Economy’ programme to reduce import
of oil, whilst also reducing GHG emissions and air pollution
✓ Renewable Fuels of Non-Biological Origins (RFNBOs) to represent 5.7%
of all fuels by 20301
✓ ReFuel EU aviation - introduces proposals to boost the supply and
demand forSAF in EU
Green methanol is an ideal
hydrogen carrier
Scalable solution that fits
existing infrastructure
Concluding remarks
12
Profitable projects already
today
CRI has extensive experience
and references at scale
Environmentally sound and
climate friendly solution
Rapidly growing demand for
green methanol
24 www.bisresearch.com
Speakers: Dr. Christopher Papile
and Mr. Sydney Lobo
1 December, 2022
Catalyte, LLC ( www.Catalyte.com )
Copyright Catalyte, LLC, -2022
Overview of the Coming Hydrogen Economy
Markets and Opportunities
Image
purchased
Shutterstock
license
25 www.bisresearch.com
For People
Catalyte provides fertilizer/NH3
(distributed and low-cost) to feed the world.
For Value | Job Creation
NH3 price increased 3X in 2 years.
Catalyte coproduces methanol + ammonia
for excellent return on capital employed.
For Planet
Catalyte CO2-free; less water; less land:
all better for environment.
Population fed without Urea/ NH3
Population enabled with NH3/Urea
4 Billion
7 Billion
1200 $/MT
Atmospheric
CO
2
ppm
420
Year
Care Through Engineering
Triple Bottom-Line
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Green Hydrogen and Green Fuels – The Future of Energy
Green Hydrogen and Green Fuels Economy: Trends and Key Market Developments
Primary Sources of Greenhouse Gas Emissions and Associated
Environmental Issues: CO2, CH4 (leaking during exploration and casing),
H2O (nothing we can do, but adds to greenhouse effect), steel, aluminum,
glass, concrete production.
Green H2 and as Sustainable Fuels: eMethanol, eFuel (ether and
hydrocarbon), NH3, Hydrogen, aviation
Green Fuels – Adoption Scenario and Key Investments: ETS, ESG,
CBAM, drivers
Future Outlook Why Attend the Webinar?: energy is basis to economy;
you need to be involved.
Need to Switch Towards Green Fuels: California, Europe mandatory,
automakers will cater.
To Identify Factors Limiting the Green Fuels Adoption: infrastructure
cost, RE lower cost only during hours of operation, otherwise higher cost
and negative effects on grid and performance.
Upcoming Technologies in Green Fuels: bunker fuels, H2-FCEV vs.
Battery, is blue hydrogen allowed?
To Analyze the Futurist Scenario of the Green Fuels Industry: fuel and
energy has been and will be political, thus it will interface with political
movements now too. Entering into time of risk to world stability.
© Rolls-Royce
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Green Hydrogen and Green Fuels – The Future of Energy
NEW ZEALAND
1 = $ 1 BB
1 = transport
AUSTRALIA
8 = $ 1 Billion
5 = Large Industrial NH3, MeOH
6 = Transport
6 = Hydrogen Economy
-1 = cancelled
CHINA
3 = $ 1 Billion
4 = Large Industrial NH3, MeOH
12 = Transport
.200 = Hydrogen Economy
JAPAN
TBD = $ 1 Billion
1 = Large Industrial NH3, MeOH
1 = Transport
TBD = Hydrogen Economy
S. KOREA
1= $ 1 Billion
2 = Large Industrial NH3, MeOH
TBD= Transport
TBD = Hydrogen Economy
INDONESIA
1 = $ 1 Billion
1 = Large Industrial NH3, MeOH
0 = Transport
0 = Hydrogen Economy
BRUNEI
0 = $ 1 Billion
0 = Large Industrial NH3, MeOH
0 = Transport
1 = Hydrogen Economy
INDIA
2 = $ 1 Billion [Rajasthan, 6 +1.5 GW]
2 = Large Industrial NH3, MeOH
tbd = Transport
3 = Hydrogen Economy
SG
0 = $ 1 Billion
1 = Large Industrial NH3, MeOH
TBD = Transport
TBD = Hydrogen Economy
TAILAND
0 = $ 1 Billion
1 = Large Industrial NH3, MeOH
0= Transport
0= Hydrogen Economy
MALYSIA
1 = $ 1 Billion
TBD = Industrial NH3, MeOH
0 = Transport
2 = Hydrogen Economy
Asian Renewable Energy Hub (26 GW)
Location: Pilbara, Western Australia
Power source: 16GW of onshore wind and 10GW of solar to
power 14GW of electrolysers
Beijing Jingneng Inner Mongolia (5GW)
Location: Eqianqi, Inner Mongolia, China
Power source: Onshore wind and solar
Developer: Chinese utility Beijing Jingneng
Murchison Renewable H2 Project (5GW)
Location: near Kalbarri, Western Australia
Power source: Onshore wind and solar
Western Green Energy Hub
67 Billion USD, > 28 GW
AUSTRALIA:LRET and SRET
Generation Certificats
Pacific Solar Hydrogen (3.6GW)
H2-Hub Gladstone, AU (3GW)
Geraldton, AU (1.5GW)
S. KOREA: 33 % global FCEV
USA TX > 60 GW
Kazakhstan 20 GW
Vietnam
2 = $ 1 Billion [1,2, 3]
1 = Large Industrial NH3, MeOH
Tbd = Transport
Tbd = Hydrogen Economy 1
Philippines
1 = $ 1 Billion
tbd =Large Industrial NH3, MeOH
tbd = Transport
tbd = Hydrogen Economy
Papua New Guinea
1 = $ 1 Billion
1 = Large Industrial NH3, MeOH
0 = Transport
0 = Hydrogen Economy
Non-exhaustive list
Pacific Region H2
& NH3 projects.
28 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Sample of >
275 Chinese
Projects
Image
from
Xu
Yihe
UpStream
Energy
1) Huaneng-Inner Mongolia 2021
1-GW wind power + 0.5 GW solar + green
hydrogen production
2) Huaneng and Shell-Jilin April 2021 Capacity: 100 k ton
green hydrogen annually (from wind power)
3) State Grid-Taizhou, April 2021 Wind power to heat and
green hydrogen
4) Ningxia Baofeng Energy Operation since April 2021
Capacity: solar to green hydrogen, 160 million
standard m3
5) Guohua Investment and Meijin Energy-Baotou
Launched in April 2021
0.5 GW solar+ green hydrogen
6) Beijing Jingneng-Shanxi Oct 2021 0.8 GW solar+ green
hydrogen
7) China Three Gorges Corporation-Yunnan, Nov 2021 1.6
GW solar +1GW wind + 50,000 MT green hydrogen
8) Inner Mongolia Energy Department Seven projects, July
to Nov 2021 1.8 GW solar + 369 MW wind + 66,900
ton green hydrogen
9) Sinopec- Xinjiang Nov 2021 300 MW solar + 20,000
ton green hydrogen
10) PetroChina-Yumen 200MW solar + green hydrogen
29 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
USA New Green Incentives
Geothermal
0.003 to 0.015 $/kWh
+10 % (energy community)
USA has large percent of geothermal
projects in the world.
Wind, solar
0.003 to 0.015 $/kWh
+ 10 % in energy community
Hydrogen 0.6 to 3 $/kg-H2
Subsidy is greater than the gray H2 cost
and price.
eFuels (ie, CH3OH, SAF) 0.2 to 1 $/gallon-eqiv
Blue H2 45Q credit CO2 only 35-to-50 $/MT 125 USA projects already
Landfill CH4, trash, Biomass 0.0026 to 0.013 $/kWh
© Christopher. Papile
30 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Commercial Applications:
Green Hydrogen and Decarbonization Solutions
Optimal Location H2 Transfer
Wind and solar-to-H2
W. Africa, Chile, Mexico,
USA, NEOM, Australia,
N. Sea, Oman, space-based,
new nuclear power
Green hydrogen
Ammonia
H2 and NH3 Power Plants/Turbines
Green steel
Aviation
green fuel
Direct Air
Decarbonization
CO2
eMethanol Cargo
ships
Green Electricity
H2 Carriers
Coal/CH4-power
co-fuel
DAC
eFuel
ccus
Thyssenkrupp (TK)
Linde
Siemens
Haldor Topsoe
KBR
Catalyte
Tecnimont
Casale
JGC (ammonia)
Kapsom
Chinese companies
Several others
TK Nucera
McPhy
NEL
Plug Power
Siemens
Asahi KASEI
Topsoe
Toshiba
Cummins
ITM
JingLi
Bloom
THE
Several more
Toyota
Nuvera
Nissan
Ballard
Hyundai
Nikola
Samsung
Daimler
SAIC Group
BMW
广州集团
Bosch
格罗夫
Wisdom
50,000 H2
cars 2025 中
国
Many others
Fertilizer Electrolyser FCEV
Marine Bunker
Fuel
H2 Carrier
Buildings
Energy
storage
Green Aluminum
© Christopher. Papile
31 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Switching from hydrocarbon
exploration and drilling to mining, mine
tailing and water body pollution risk.
European
Commission
study
2020
32 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Non-market Factors
EU: Driven by CBAM, RED II, FIT FOR 55, RFNBO, ETS
▪ Designed for reshape the world, not just EU.
▪ World IP Leader on many H2, NH3 themes.
USA: Driven by IRA, ESG, EPA (Scope 1, 2,3), LCFS
▪ $3000/MT-H2 MAKES A NEW GOLD RUSH
▪ 15 $/MWh solar and wind
JPN, S. KOREA, China, India
TO BE CONTINUED
33 www.bisresearch.com
Fertilizer/NH3 now > 50 % of wheat cost.
Food price will follow this fertilizer massive pricing increase.
FEED THE WORLD; DO GOOD
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Green Hydrogen and Green Fuels – The Future of Energy
Context and MEGA-Trends
Political struggle to shift world-economy basis away from petrochemicals and USD reserve currency.
European Commission Regulations, CBAM, RED II, tariffs have clauses related to non-EU countries national energy sector and Brussels will need to audit
Scope 1,2,3 in foreign countries.
European electricity and NG prices disorderly and extreme EUR/MWh; some countries highly motivated for change.
The mega-trend shifts from hydrocarbon drilling to metal
mining . Demand destruction imposed on hydrocarbons. But
Hydrocarbons needed for EPC of anything. Do not abandon,
rather augment.
Mega-trend shifts to state support (tax rebates/capital
investments). Feeding people (NH3 -fertilizer) and providing
low-cost economy for families (by eFuel with responsible
methane) is the righteous care of neighbor.
From Alberta state government 2022 publication.
© Christopher. Papile
Conclusion
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Green Hydrogen and Green Fuels – The Future of Energy
Key Takeaways
Net Zero Strategy by Several Economies
Transition from Convectional Energy to Green Energy
Upcoming Technology Trends
Need For People Expertise
Emerging Demand from Wide Range of Applications
Upcoming Investments in Green Energy
Evolving End Users Industries and Their Policies
37 www.bisresearch.com I All right reserved
Green Hydrogen and Green Fuels – The Future of Energy
Sustainability: Research Production Plan
(2022 and 2023)
Recently Published Reports
▪ Green Ammonia Market
▪ Green Methanol Market
▪ Water Electrolysis Market
▪ Green Ammonia Market
▪ Carbon Capture Utilization and Storage Market
▪ Transportation Grade Bioethanol Market
▪ Specialty Carbon Black Market
▪ Sustainable Films for Packaging Market
▪ Sustainable Air Filters Market
Upcoming Reports
▪ Green Hydrogen Market
▪ Green Technology and Sustainability Market
▪ Bio-Based Plastics Market
▪ Recycled Plastic Market
▪ Green Steel Market
▪ Green Metals Market
▪ Green Manufacturing in Electronics Market
▪ Global Green Construction Materials & Services Market
For more information about any report please click on the report name, and please visit https://bisresearch.com/ for any other queries and report details
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Green Hydrogen and Green Fuels – The Future of Energy
Insight Monk
▪ Over 20 Sustainable industry market intelligence reports
▪ Access to PDFs from over 100,000 reputed sources
▪ Market Statistics
▪ Company profiles for leading and emerging companies in the Advanced Chemical industry
▪ Database of key industry professionals
▪ Expert content like analyst notes, whitepapers
▪ Global expert network for consultations
To get a free trial access, please schedule a demo. Visit: https://www.insightmonk.com/
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Green Hydrogen and Green Fuels – The Future of Energy
Questions
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Green Hydrogen and Green Fuels – The Future of Energy
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Webinar: Green Hydrogen and Green Fuels – The Future of Energy

  • 1. Green Hydrogen and Green Fuels – The Future of Energy Emerging Tech Webinar December 2022
  • 2. 2 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Speakers Ómar Sigurbjörnsson Director Sales and Marketing Carbon Recycling International Dr. Christopher Papile EPC and OEM Lead Catalyte Kaustubh Kamble Senior Research Analyst Advanced Materials & Chemicals BIS Research Mr. Sydney Lobo Partner at Catalyte
  • 3. 3 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Agenda ▪ Introduction ▪ Emerging Green Fuels: Sustainability ▪ Green Hydrogen Market: Trends and Opportunities ▪ Green Methanol Market: Trends and Opportunities ▪ Presentations of Key Speakers ▪ Mr. Ómar Sigurbjörnsson ▪ Dr. Christopher Papile ▪ Mr. Sydney Lobo ▪ Concluding Remarks ▪ Q&A
  • 5. 5 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Emerging Green Fuels: Sustainability Rise of the Need for Green Fuels ▪ Uncertainty and concern about the future of fossil fuels ▪ Decarbonization of Energy Sector ▪ Net Zero by 2050 Roadmap ▪ Investment by Several Developed Economies Emerging Green Energy Market ▪ Development of Production Technologies ▪ Green Hydrogen ▪ Green Methanol ▪ Green Ammonia ▪ Bio-Fuels and Other Renewables ▪ Commercialization of Sustainable Technologies Growth of the Green Energy Market ▪ Rising Investment in Green Technologies ▪ Stringent Emission Regulations Adopted by Several Economies ▪ Geopolitical Issues Emerging Green Fuels: Sustainability 2017 2018 2019 2020 2021 2022 (E) Electric Vehicles 5 13 19 27 55 93 Low Carbon Fuels and CCUS 11 10 10 10 16 19 Grids and Storage 322 315 296 298 317 337 Energy Efficiency and Other End- Uses 376 376 390 355 430 470 Nuclear 37 34 35 40 44 49 Renewable Powers 326 359 393 418 446 472 0 400 800 1,200 1,600 Annual Clean Energy Investment 2017 - 2022 ($Billion)
  • 6. 6 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Global 2030 Climate Change Targets: Sustainability Stringent Emission Targets Set by Several key Economies: Canada : 40% - 45% GHG below 2005 levels India : 45% GHG below 2005 levels Brazil : 50% GHG below 2005 levels U.S. : 50% - 52% GHG below 2005 levels Russia: 30% Emission Cut below 1990 levels Japan : 46% GHG below 2005 levels China: <65% drop in Carbon Intensity 2005 levels Middle East : 42% Reduction in CO2 Emission European Union 55% Emission Cut below 1990 levels Green Future Index Country Ranking, 2022 Green Leaders 1) Iceland 2) Denmark 3) Netherlands 4) U.K. 5) Norway 6) Finland 7) France 8) Germany 9) Sweden 10) South Korea The Greening Middle 21) U.S. 22) Greece 23) Austria 24) Hungary 25) Bulgaria 26) China 27) Czech republic 28) Luxembourg 29) Singapore 30) Israel Climate Laggards 41) U.A.E. 42) India 43) Nigeria 44) Cameroon 45) Hong Kong, China 46) Slovakia 47) Romania 48) Thailand 49) Kazakhstan 50) Angola Climate Abstainers 67) Peru 68) Argentina 69) Turkey 70) Indonesia 71) Ghana 72) Guatemala 73) Qatar 74) Paraguay 75) Algeria 76) Iran Source: World Economic Forum, MIT Technology Review Insights
  • 7. 7 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Capital Investments: Current Trends Vs Future Scenario Global Annual Average Capital Investments to Reach Net Zero CO2 emissions by 2050 2016-2020 2030 2040 2050 Buildings 401 792 754 727 Transport 153 728 989 1116 Industry 158 343 428 477 Infrastructure 500 964 1113 873 Electricity 496 1638 1200 1094 Fuel Production 585 518 343 244 0 1,000 2,000 3,000 4,000 5,000 6,000 Investment ($Billion) Annual Average Capital Investments, By Sector ($Billion) 2030 2040 2050 Others 20 25 32 Fossil Fuels 559 389 288 CCUS 205 157 163 Hydrogen 165 386 476 Electricity System 2419 2187 1885 Electrification 557 736 786 Efficiency 777 706 640 Other Renewables 100 107 111 Bioenergy 181 133 150 0 1,000 2,000 3,000 4,000 5,000 6,000 Investment ($Billion) Annual Average Capital Investments, By Technology Area ($Billion) Source: International Energy Agency (IEA) Source: International Energy Agency (IEA)
  • 8. 8 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Green Hydrogen Market: Current Trends Vs Future Scenario Growth Factors Short Term Impact Mid Term Impact Long Term Impact Scaling Up of technologies Government objectives for net-zero energy systems Interest of multiple stakeholders and ongoing investments Business Opportunities Short Term Impact Mid Term Impact Long Term Impact Growing Penetration Of Renewable Energy Technology developments Business Challenges Short Term Impact Mid Term Impact Long Term Impact High cost of production People: Lack of specialized workforce/ experts Green Hydrogen Market, by Technology Trends, 2021 PEM Electrolyzer Alkaline Electrolyzer Anion Exchange Membrane Solid Oxide Electrolyzer
  • 9. 9 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Green Hydrogen Market: Investments, Developments and Key Industry Players Key Industry Players in Green Hydrogen Market Company/ Country1 Date Description South Africa November 2022 The Industrial Development Corporation (IDC) of South Africa signed a MoU with KfW Development Bank. The funding of around $23.8 million is part of Germany's commitment to the Energy Transition Partnership with South Africa and other international partners. The project is expected to be commissioned in 2026 Globeleq November 2022 Globeleq signed a framework agreement with General Authority for Suez Canal Economic Zone. The company will develop, finance, build, own and operate the green hydrogen project in three phases. First phase expected to start operations by 2026-2027. Protium November 2022 Barclays has made an equity investment in Protium. This is 11th investment under the bank’s around $210m Sustainable Impact Capital Programme Larsen & Toubro August 2022 Larsen & Toubro commissioned new green hydrogen plant in Gujrat, India.
  • 10. 10 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Green Methanol Market: Current Trends Vs Future Scenario Trends • Green Methanol Energy as Sustainable Replacement of Fossil Fuels • Growing Carbon Capture Technology • Sustainable Green Methanol Technology Growth Factors • Rising Use of Green Methanol in the Chemical Industry • Increasing Demand for Green Methanol in Renewable Energy Storage Business Challenges • High Cost of e-Methanol Production • Limited Availability of Renewable Feedstock Sources for Bio-Methanol Opportunities • Growing Investment in Methanol Fuel Cells • Decreasing Cost of Renewable Energy and Green Methanol Synthesis Key Startups in Green Methanol • ABEL Energy Pty Ltd. • Glocal Green • METHANOLOGY AG • GIDARA Energy • HIF Global • Southern Green Gas Limited • REintegrate ApS
  • 11. 11 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Green Methanol Market: Investments, Developments and Key Industry Players Key Industry Players in Green Methanol Market Company Funding Date Description ABEL Energy Pty Ltd. July 2022 ABEL Energy, along with Origin Energy and Grange Resources, received a share of $2.6 million in funding grants. ABEL Energy received the funding for 100 MW of green hydrogen and methanol for the export project at the Bell Bay Advanced Manufacturing Zone. GIDARA Energy May 2022 GIDARA Energy and OCAP (a subsidiary of Linde Gas) announced that a subsidy scheme of more than $110 million had been granted for Advanced Methanol Amsterdam (AMA) for CO2 capturing and distribution for carbon capture and utilization (CCU). HIF Global April 2022 HIF Global raised over $260 million for the global expansion of its decarbonization business. The company will use these funds to develop its business in the U.S., Chile, and Australia to supply e-fuels to ships, cars, trucks, and airplanes. For more information please visit : https://bisresearch.com/industry-report/green-methanol-market.html
  • 12. Ómar Freyr Sigurbjörnsson December 1st,2022 Green Hydrogen and Fuels - The Future of Energy
  • 13. Output Inputs CRI Process H2 Recycling CO2 Recover stranded H2 from industry Globally traded methanol CO2 2 or Generate green H2 by electrolysis CRI is a pioneer in converting waste CO2 and H2 into sustainable methanol
  • 14. Pilot Commercialization 2022 2025 2006 - 2011 Industrial demonstration and R&D 2012 - 2014 2015 - 2017 2018 - 2020 No othercompany has yet delivered +1 ktpa plant Pipeline of commercial projects 10+ years of leadership advantage in technology & operations kg per day First CO2-to-methanol pilot plant 1300 t/ y First industrial e-methanol plant 4000 t/ y Largest industrial e-methanol plant to date 400 t/ y Adaptation to wind energy, steel furnace gas 2 x ≥100.000 t/ y Full scale utilizing hydrogen byproduct 100.000 t/ y Largest electrolysis hub and e-methanolplant # 1Recycled carbon project worldwide # 1E-methanol at scale - worldwide 3
  • 15. “The Shunli plant represents an important milestone in the development of Chinese industry towards circular value-chains” 4 Successful launch of Anyang 110kt plant “The world’s first commercial scale CO2-to- methanol plant has started production in Anyang, Henan Province, China”
  • 16. Multiple ways to make e-fuels 5 Renewable Energy Sources · Compression · Nitrogen (ASU) · CO2 (CC) =Compressed hydrogen (gas) =Ammonia (gas) =Methane (gas) =Methanol (liquid) · CO2 (CC) · Processing (FT) =Diesel =Gasoline =Jet fuel (Liquid) Hydrog en N2 Electrolysis ASU= Air Separation Unit, CC= Carbon Capture, FT =Fischer-Tropsch synthesis
  • 17. Green hydrogen market is set to grow rapidly with increased affordability 2022e: <2 Mt 2030e: >40 Mt H2 H2 Methanol - a key Power-to-X solution for Green H2 Growth must be supported by a solution to difficulty in storing and transporting H 2 S ource:Andersson &Grönkvist(2019),M ethanol Institute Key advantages of methanol as hydrogen storage Ease of conversion ✓ CRI’s ETL technologycan convert H2 to sustainable methanol ✓ Hydrogen release from methanol can be realised in multipleways e.g. steam reforming, partial oxidation Efficient ✓ Methanol has the highest hydrogen to carbon ratios of liquid fuels Temperature required forliquid state ✓ H2 storage is difficultpartly due to liquid storage at - 253°C ✓ Methanol is a liquid from -98° C to +65° C Technology availability ✓ With CRI’s ETL technology, this storage solution is readily available 6
  • 18. Low entry barriers for sustainable methanol ✓ Clean burning fuel ✓ Readily biodegradable ✓ Sustainable methanol recycles CO2 and avoids additional CO2 from fossil origins Environmentally positive Versatile and scalable ✓ Produced on an industrial scale using CO2 and H2 ✓ Key input in industrial chemicals and consumerproducts ✓ Versatile fuel for internal combustion engines, hybrid systems and fuel cells ✓ Liquid hydrogen carrier ✓ Can be used as a building block for SAF Ease of integration ship, ✓ Easy to store and transport by pipeline, truckand rail ✓ Is a liquid at 65°(-253°for hydrogen) ✓ No inherent technical challenges in scaling production ✓ Existing oil infrastructure can be repurposed with inexpensive and minor modifications ✓ Engines and regulatory framework for methanol use exists today 7
  • 19. Sustainable methanol will be a key tool to achieving global Net Zero targets Methanol to hydrocarbons (MTH) can be an essential step in the journey to achieving the government's net zero ambitions.The process will allow conventional fossil fuel- based gasoline and olefins (hydrocarbon building blocks of plastics and detergents and the like) to be replaced with renewable methanol-based products. UK Research and Innovation, 2021 Chemicals Materials Plastics Shipping fuels Cooking fuel Heating fuel Electricity production fuel ~8 Mt of CO2 avoidance over plant lifetime1 Road transport fuels Sustainable aviation fuel Methanol uses 2 1:Lifetime C0 avoidancebased on 20 years of plant operation at 100.000 t/y capacity, replacing theweighted average carbon emissionsof co al and natural gas-based methanol production. ExactCO2 savings depend on each site specifics. Lifecycle of plant can be greater than 20 years.
  • 20. Source: BMO (2022),PrecedenceResearch, HIS, IRENA Demand by region and source of supply Demand for methanol increasing annually 59% 9% 10% 10% Asia (Ex China) N,America 2% S,America 10% Other China Europe Natural g as From coal 53% 47% 9 100 115 135 250 2020 Fossil methanol Bio-methanol 2050 e-methanol Estimated methanol production by source (mt)
  • 21. >130 methanol-equipped ships were ordered/constructed since 2016 Source: DNV 2019 Energy Transition Outlook; EU FuelMaritimedirective (draft), Methanol Institute Readily available technology and available engines EU Fit for55 package introduces binding CO2 targets for ships from 2023 Easy to store and to reuse current oil infrastructure Maritime industry demand for sustainable methanol predicted to soar 10 Methanol is available in multiple ports with known distribution systems
  • 22. Source: J.P. Morgan Perspectives “ESG Outlook: Advancing ClimateInnovation – The Road to 2050”, InflationReductionAct of 2022. 1.EP positionon RED III,not an actual final target.Target stillunder negotiation Key APAC countries are targeting carbon neutrality Public policies are creating demand for green methanol 11 Mandates for alternative fuels and incentives for CCU and Green H2 Incentives for CO2 capture and utilisation and hydrogen production CCU and Green H2 are the supply chain for green methanol Recent policy announcements ✓ Inflation Reduction Act (IRA) Support for green hydrogen - tax credit of up to $3/kg H2 is allocated based on lifecycle emissions ✓ IRA Support for CCU - CCU benefits from a tax credit of $60/Tonne CO2 ✓ China: targeting 40% clean energy vehicles by 2030. Supporting hydrogen with low-cost funding (1-yearLPR of 3.85%, +5-year LPR of 4.65%) ✓ India: NITI Aayog's 'Methanol Economy’ programme to reduce import of oil, whilst also reducing GHG emissions and air pollution ✓ Renewable Fuels of Non-Biological Origins (RFNBOs) to represent 5.7% of all fuels by 20301 ✓ ReFuel EU aviation - introduces proposals to boost the supply and demand forSAF in EU
  • 23. Green methanol is an ideal hydrogen carrier Scalable solution that fits existing infrastructure Concluding remarks 12 Profitable projects already today CRI has extensive experience and references at scale Environmentally sound and climate friendly solution Rapidly growing demand for green methanol
  • 24. 24 www.bisresearch.com Speakers: Dr. Christopher Papile and Mr. Sydney Lobo 1 December, 2022 Catalyte, LLC ( www.Catalyte.com ) Copyright Catalyte, LLC, -2022 Overview of the Coming Hydrogen Economy Markets and Opportunities Image purchased Shutterstock license
  • 25. 25 www.bisresearch.com For People Catalyte provides fertilizer/NH3 (distributed and low-cost) to feed the world. For Value | Job Creation NH3 price increased 3X in 2 years. Catalyte coproduces methanol + ammonia for excellent return on capital employed. For Planet Catalyte CO2-free; less water; less land: all better for environment. Population fed without Urea/ NH3 Population enabled with NH3/Urea 4 Billion 7 Billion 1200 $/MT Atmospheric CO 2 ppm 420 Year Care Through Engineering Triple Bottom-Line
  • 26. 26 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Green Hydrogen and Green Fuels Economy: Trends and Key Market Developments Primary Sources of Greenhouse Gas Emissions and Associated Environmental Issues: CO2, CH4 (leaking during exploration and casing), H2O (nothing we can do, but adds to greenhouse effect), steel, aluminum, glass, concrete production. Green H2 and as Sustainable Fuels: eMethanol, eFuel (ether and hydrocarbon), NH3, Hydrogen, aviation Green Fuels – Adoption Scenario and Key Investments: ETS, ESG, CBAM, drivers Future Outlook Why Attend the Webinar?: energy is basis to economy; you need to be involved. Need to Switch Towards Green Fuels: California, Europe mandatory, automakers will cater. To Identify Factors Limiting the Green Fuels Adoption: infrastructure cost, RE lower cost only during hours of operation, otherwise higher cost and negative effects on grid and performance. Upcoming Technologies in Green Fuels: bunker fuels, H2-FCEV vs. Battery, is blue hydrogen allowed? To Analyze the Futurist Scenario of the Green Fuels Industry: fuel and energy has been and will be political, thus it will interface with political movements now too. Entering into time of risk to world stability. © Rolls-Royce
  • 27. 27 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy NEW ZEALAND 1 = $ 1 BB 1 = transport AUSTRALIA 8 = $ 1 Billion 5 = Large Industrial NH3, MeOH 6 = Transport 6 = Hydrogen Economy -1 = cancelled CHINA 3 = $ 1 Billion 4 = Large Industrial NH3, MeOH 12 = Transport .200 = Hydrogen Economy JAPAN TBD = $ 1 Billion 1 = Large Industrial NH3, MeOH 1 = Transport TBD = Hydrogen Economy S. KOREA 1= $ 1 Billion 2 = Large Industrial NH3, MeOH TBD= Transport TBD = Hydrogen Economy INDONESIA 1 = $ 1 Billion 1 = Large Industrial NH3, MeOH 0 = Transport 0 = Hydrogen Economy BRUNEI 0 = $ 1 Billion 0 = Large Industrial NH3, MeOH 0 = Transport 1 = Hydrogen Economy INDIA 2 = $ 1 Billion [Rajasthan, 6 +1.5 GW] 2 = Large Industrial NH3, MeOH tbd = Transport 3 = Hydrogen Economy SG 0 = $ 1 Billion 1 = Large Industrial NH3, MeOH TBD = Transport TBD = Hydrogen Economy TAILAND 0 = $ 1 Billion 1 = Large Industrial NH3, MeOH 0= Transport 0= Hydrogen Economy MALYSIA 1 = $ 1 Billion TBD = Industrial NH3, MeOH 0 = Transport 2 = Hydrogen Economy Asian Renewable Energy Hub (26 GW) Location: Pilbara, Western Australia Power source: 16GW of onshore wind and 10GW of solar to power 14GW of electrolysers Beijing Jingneng Inner Mongolia (5GW) Location: Eqianqi, Inner Mongolia, China Power source: Onshore wind and solar Developer: Chinese utility Beijing Jingneng Murchison Renewable H2 Project (5GW) Location: near Kalbarri, Western Australia Power source: Onshore wind and solar Western Green Energy Hub 67 Billion USD, > 28 GW AUSTRALIA:LRET and SRET Generation Certificats Pacific Solar Hydrogen (3.6GW) H2-Hub Gladstone, AU (3GW) Geraldton, AU (1.5GW) S. KOREA: 33 % global FCEV USA TX > 60 GW Kazakhstan 20 GW Vietnam 2 = $ 1 Billion [1,2, 3] 1 = Large Industrial NH3, MeOH Tbd = Transport Tbd = Hydrogen Economy 1 Philippines 1 = $ 1 Billion tbd =Large Industrial NH3, MeOH tbd = Transport tbd = Hydrogen Economy Papua New Guinea 1 = $ 1 Billion 1 = Large Industrial NH3, MeOH 0 = Transport 0 = Hydrogen Economy Non-exhaustive list Pacific Region H2 & NH3 projects.
  • 28. 28 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Sample of > 275 Chinese Projects Image from Xu Yihe UpStream Energy 1) Huaneng-Inner Mongolia 2021 1-GW wind power + 0.5 GW solar + green hydrogen production 2) Huaneng and Shell-Jilin April 2021 Capacity: 100 k ton green hydrogen annually (from wind power) 3) State Grid-Taizhou, April 2021 Wind power to heat and green hydrogen 4) Ningxia Baofeng Energy Operation since April 2021 Capacity: solar to green hydrogen, 160 million standard m3 5) Guohua Investment and Meijin Energy-Baotou Launched in April 2021 0.5 GW solar+ green hydrogen 6) Beijing Jingneng-Shanxi Oct 2021 0.8 GW solar+ green hydrogen 7) China Three Gorges Corporation-Yunnan, Nov 2021 1.6 GW solar +1GW wind + 50,000 MT green hydrogen 8) Inner Mongolia Energy Department Seven projects, July to Nov 2021 1.8 GW solar + 369 MW wind + 66,900 ton green hydrogen 9) Sinopec- Xinjiang Nov 2021 300 MW solar + 20,000 ton green hydrogen 10) PetroChina-Yumen 200MW solar + green hydrogen
  • 29. 29 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy USA New Green Incentives Geothermal 0.003 to 0.015 $/kWh +10 % (energy community) USA has large percent of geothermal projects in the world. Wind, solar 0.003 to 0.015 $/kWh + 10 % in energy community Hydrogen 0.6 to 3 $/kg-H2 Subsidy is greater than the gray H2 cost and price. eFuels (ie, CH3OH, SAF) 0.2 to 1 $/gallon-eqiv Blue H2 45Q credit CO2 only 35-to-50 $/MT 125 USA projects already Landfill CH4, trash, Biomass 0.0026 to 0.013 $/kWh © Christopher. Papile
  • 30. 30 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Commercial Applications: Green Hydrogen and Decarbonization Solutions Optimal Location H2 Transfer Wind and solar-to-H2 W. Africa, Chile, Mexico, USA, NEOM, Australia, N. Sea, Oman, space-based, new nuclear power Green hydrogen Ammonia H2 and NH3 Power Plants/Turbines Green steel Aviation green fuel Direct Air Decarbonization CO2 eMethanol Cargo ships Green Electricity H2 Carriers Coal/CH4-power co-fuel DAC eFuel ccus Thyssenkrupp (TK) Linde Siemens Haldor Topsoe KBR Catalyte Tecnimont Casale JGC (ammonia) Kapsom Chinese companies Several others TK Nucera McPhy NEL Plug Power Siemens Asahi KASEI Topsoe Toshiba Cummins ITM JingLi Bloom THE Several more Toyota Nuvera Nissan Ballard Hyundai Nikola Samsung Daimler SAIC Group BMW 广州集团 Bosch 格罗夫 Wisdom 50,000 H2 cars 2025 中 国 Many others Fertilizer Electrolyser FCEV Marine Bunker Fuel H2 Carrier Buildings Energy storage Green Aluminum © Christopher. Papile
  • 31. 31 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Switching from hydrocarbon exploration and drilling to mining, mine tailing and water body pollution risk. European Commission study 2020
  • 32. 32 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Non-market Factors EU: Driven by CBAM, RED II, FIT FOR 55, RFNBO, ETS ▪ Designed for reshape the world, not just EU. ▪ World IP Leader on many H2, NH3 themes. USA: Driven by IRA, ESG, EPA (Scope 1, 2,3), LCFS ▪ $3000/MT-H2 MAKES A NEW GOLD RUSH ▪ 15 $/MWh solar and wind JPN, S. KOREA, China, India TO BE CONTINUED
  • 33. 33 www.bisresearch.com Fertilizer/NH3 now > 50 % of wheat cost. Food price will follow this fertilizer massive pricing increase. FEED THE WORLD; DO GOOD
  • 34. 34 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Context and MEGA-Trends Political struggle to shift world-economy basis away from petrochemicals and USD reserve currency. European Commission Regulations, CBAM, RED II, tariffs have clauses related to non-EU countries national energy sector and Brussels will need to audit Scope 1,2,3 in foreign countries. European electricity and NG prices disorderly and extreme EUR/MWh; some countries highly motivated for change. The mega-trend shifts from hydrocarbon drilling to metal mining . Demand destruction imposed on hydrocarbons. But Hydrocarbons needed for EPC of anything. Do not abandon, rather augment. Mega-trend shifts to state support (tax rebates/capital investments). Feeding people (NH3 -fertilizer) and providing low-cost economy for families (by eFuel with responsible methane) is the righteous care of neighbor. From Alberta state government 2022 publication. © Christopher. Papile
  • 36. 36 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Key Takeaways Net Zero Strategy by Several Economies Transition from Convectional Energy to Green Energy Upcoming Technology Trends Need For People Expertise Emerging Demand from Wide Range of Applications Upcoming Investments in Green Energy Evolving End Users Industries and Their Policies
  • 37. 37 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Sustainability: Research Production Plan (2022 and 2023) Recently Published Reports ▪ Green Ammonia Market ▪ Green Methanol Market ▪ Water Electrolysis Market ▪ Green Ammonia Market ▪ Carbon Capture Utilization and Storage Market ▪ Transportation Grade Bioethanol Market ▪ Specialty Carbon Black Market ▪ Sustainable Films for Packaging Market ▪ Sustainable Air Filters Market Upcoming Reports ▪ Green Hydrogen Market ▪ Green Technology and Sustainability Market ▪ Bio-Based Plastics Market ▪ Recycled Plastic Market ▪ Green Steel Market ▪ Green Metals Market ▪ Green Manufacturing in Electronics Market ▪ Global Green Construction Materials & Services Market For more information about any report please click on the report name, and please visit https://bisresearch.com/ for any other queries and report details
  • 38. 38 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Insight Monk ▪ Over 20 Sustainable industry market intelligence reports ▪ Access to PDFs from over 100,000 reputed sources ▪ Market Statistics ▪ Company profiles for leading and emerging companies in the Advanced Chemical industry ▪ Database of key industry professionals ▪ Expert content like analyst notes, whitepapers ▪ Global expert network for consultations To get a free trial access, please schedule a demo. Visit: https://www.insightmonk.com/
  • 39. 39 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy Questions
  • 40. 40 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy THANK YOU
  • 41. 41 www.bisresearch.com I All right reserved Green Hydrogen and Green Fuels – The Future of Energy BIS RESEARCH INC. 39111 Paseo Padre Pkwy STE 313, Fremont CA 94538-1686, USA Tel: +1-510-404-8135 BIS RESEARCH PRIVATE LIMITED Tapasya Corporate Heights, Greater Noida Expressway, Sector 126, Noida, U.P., 201303 India Tel: +91 120 4261540 www.bisresearch.com THANK YOU