Visit these related reports for more information on our coverage for Green Hydrogen and Green Fuels.
Samples are available on request or you may also download the Table of Contents.
Green Methanol Market: https://bisresearch.com/industry-report/green-methanol-market.html
Green Hydrogen Market: https://bisresearch.com/industry-report/green-hydrogen-market.html
Green Ammonia Market: https://bisresearch.com/industry-report/green-ammonia-market.html
Carbon Capture Utilization and Storage Market: https://bisresearch.com/industry-report/carbon-capture-utilization-storage-market.html
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
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
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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. 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
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
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
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Green Hydrogen and Green Fuels – The Future of Energy
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Questions
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