Green Hydrogen Theme π₯π₯
H2 has been identified as a key enabler to achieve global targets to limit increase in temperature and foster low GHG emission.
(1/n)
Read complete 𧡠π
Follow, like and repost for more such detailed content π₯
Source: EY
#hydrogen
#greenhydrogen
H2 has been identified as a key enabler to achieve global targets to limit increase in temperature and foster low GHG emission.
(1/n)
Read complete 𧡠π
Follow, like and repost for more such detailed content π₯
Source: EY
#hydrogen
#greenhydrogen
The post covers the following β‘
β’ Global Initiatives
β’ Why H2?
β’ Why is India focused on H2?
β’ Sources
β’ GH2 value chain
β’ Market Potential in India
β’ National GH2 Mission
β’ Building GH2 Ecosystem
β’ Key Players
(2/n)
β’ Global Initiatives
β’ Why H2?
β’ Why is India focused on H2?
β’ Sources
β’ GH2 value chain
β’ Market Potential in India
β’ National GH2 Mission
β’ Building GH2 Ecosystem
β’ Key Players
(2/n)
π― Global initiatives
β’ USD 10 Tn investment expected till 2050
β’ 30 countries have announced GH2 plan
β’ USD 70 Bn Govt. support for Hydrogen
β’ 20 countries declared ban on sales of ICE vehicles before 2035
(3/n)
β’ USD 10 Tn investment expected till 2050
β’ 30 countries have announced GH2 plan
β’ USD 70 Bn Govt. support for Hydrogen
β’ 20 countries declared ban on sales of ICE vehicles before 2035
(3/n)
Why Hydrogen π€?
β’ To fulfill decarbonisation targets - Countries have pledged at the Paris agreement to reduce emissions and impact on climate change. But this would require a large qty. of RE and an alternative where direct electrification is not possible.
(4/n)
β’ To fulfill decarbonisation targets - Countries have pledged at the Paris agreement to reduce emissions and impact on climate change. But this would require a large qty. of RE and an alternative where direct electrification is not possible.
(4/n)
(Contd.)
β’ Complement RE - RE witnessed tremendous growth but requires storage of excessive energy produced which is a challenge
β’ Falling costs - The cost of hydrogen production from electrolysis has fallen 60% since 2010.
(5/n)
β’ Complement RE - RE witnessed tremendous growth but requires storage of excessive energy produced which is a challenge
β’ Falling costs - The cost of hydrogen production from electrolysis has fallen 60% since 2010.
(5/n)
(Contd.)
β’ Advancements in Tech - Significant improvement in efficiency of electrolyser and fuel cell tech.
π― Why is India focused on H2?
β’ Energy Security - Fluctuations in oil n gas prices during pandemic led to disruption of supply-demand chain
(6/n)
β’ Advancements in Tech - Significant improvement in efficiency of electrolyser and fuel cell tech.
π― Why is India focused on H2?
β’ Energy Security - Fluctuations in oil n gas prices during pandemic led to disruption of supply-demand chain
(6/n)
(Contd.)
β’ Emissions - India contributes 7% to total GHG emissions and plans to reduce it by 45% by 2030
β’ Balance of trade - India's import dependency is 80% for oil and 54% for natural gas which affects India's fin. position
(7/n)
β’ Emissions - India contributes 7% to total GHG emissions and plans to reduce it by 45% by 2030
β’ Balance of trade - India's import dependency is 80% for oil and 54% for natural gas which affects India's fin. position
(7/n)
Sources of H2 π
β’ Majority (64%) of H2 currently is produced from natural gas and coal (as seen in pics below)
β’ When H2 is produced from RE, it's known as Green H2
β’ The cost of hydrogen depends on production location, tech and volume of production
(8/n)
β’ Majority (64%) of H2 currently is produced from natural gas and coal (as seen in pics below)
β’ When H2 is produced from RE, it's known as Green H2
β’ The cost of hydrogen depends on production location, tech and volume of production
(8/n)
Green H2 Value Chain β‘β‘
β’ Specific energy of GH2 is 120-140 MJ per kg which is 3-4 times high compared to gasoline and diesel
β’ Gasoline n diesel emit 75-85 g CO2 whereas GH2 emits water as byproduct
Production - Through electrolysis (Alkaline Electrolyser)
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β’ Specific energy of GH2 is 120-140 MJ per kg which is 3-4 times high compared to gasoline and diesel
β’ Gasoline n diesel emit 75-85 g CO2 whereas GH2 emits water as byproduct
Production - Through electrolysis (Alkaline Electrolyser)
(9/n)
(Contd.)
Storage and Transportation
β’ Storage
- Compressed gas storage
- Liquified H2 storage
- Solid state H2 storage
β’ Transport
- Pipeline
- Ship
- Road
Challenges
- Safety
- High cost
- Efficiency
(10/n)
Storage and Transportation
β’ Storage
- Compressed gas storage
- Liquified H2 storage
- Solid state H2 storage
β’ Transport
- Pipeline
- Ship
- Road
Challenges
- Safety
- High cost
- Efficiency
(10/n)
Applications β‘
β’ Fuel Cell EV
β’ Aviation
β’ Fertilizer
β’ Transport
β’ Refinery
β’ Shipping
β’ Power generation
Other Aspects
β’ Safety standard
β’ Water quality
β’ Equipment and produced GH2 quality
(11/n)
β’ Fuel Cell EV
β’ Aviation
β’ Fertilizer
β’ Transport
β’ Refinery
β’ Shipping
β’ Power generation
Other Aspects
β’ Safety standard
β’ Water quality
β’ Equipment and produced GH2 quality
(11/n)
Market Potential Indiaπ₯
β’ Production capacity to reach 5 MMTPA by 2030 and reduce imports of fossil fuel worth USD 12 Bn
β’ India's location near equator ensures sunlight and land availability near Thar will optimize solar generation. Also, solar panel costs declining
(12/n)
β’ Production capacity to reach 5 MMTPA by 2030 and reduce imports of fossil fuel worth USD 12 Bn
β’ India's location near equator ensures sunlight and land availability near Thar will optimize solar generation. Also, solar panel costs declining
(12/n)
(Contd.)
β’ India's long coastline such as southern n western TN, Gujarat etc. have strong and consistent winds, continued adv. in wind tech. will further improve cost efficiency for wind powered GH2 generation
β’ Grid stability is critical for GH2 production and..
(13/n)
β’ India's long coastline such as southern n western TN, Gujarat etc. have strong and consistent winds, continued adv. in wind tech. will further improve cost efficiency for wind powered GH2 generation
β’ Grid stability is critical for GH2 production and..
(13/n)
(Contd.) India has achieved One Nation, One Grid, One Frequency. Stability is required by Electrolyser to operate efficiently and prevent damage.
β’ Govt. policies like waiver of Inter State transmission charges, fast connectivity etc. will help provide cheap RE for GH2
(14/n)
β’ Govt. policies like waiver of Inter State transmission charges, fast connectivity etc. will help provide cheap RE for GH2
(14/n)
National Green H2 Mission π₯
β’ Mission will help achieve Net Zero emissions and become energy independent
β’ PLI being offered for manufacturing electrolysers and 8 companies awarded contract of 1.5 GW.
β’ 10 companies awarded contract for producing GH2 (4.1L MT)
(15/n)
β’ Mission will help achieve Net Zero emissions and become energy independent
β’ PLI being offered for manufacturing electrolysers and 8 companies awarded contract of 1.5 GW.
β’ 10 companies awarded contract for producing GH2 (4.1L MT)
(15/n)
(Contd.)
β’ 3 ports in Gujarat, Orissa and TN respectively have been identified as GH2 hubs
β’ Initial outlay of INR 19.7k Cr including 17.5k Cr for SIGHT
β’ > 8L Cr investment till 2030
β’ Abatement of 50 MMT GHG emissions
(16/n)
β’ 3 ports in Gujarat, Orissa and TN respectively have been identified as GH2 hubs
β’ Initial outlay of INR 19.7k Cr including 17.5k Cr for SIGHT
β’ > 8L Cr investment till 2030
β’ Abatement of 50 MMT GHG emissions
(16/n)
Requirements for Building GH2 Ecosystem π₯
β’ Minimise cost of RE which should be lower than INR 2/ kWh
β’ Rapid decline in Electrolyser cost
β’ Reduce transport n storage cost
β’ Creating demand in the sectors supported by GH2
β’ Capitalise on export potential
(17/n)
β’ Minimise cost of RE which should be lower than INR 2/ kWh
β’ Rapid decline in Electrolyser cost
β’ Reduce transport n storage cost
β’ Creating demand in the sectors supported by GH2
β’ Capitalise on export potential
(17/n)
Key Players in GH2 Production π₯
β’ UPL
β’ Reliance
β’ Welspun
β’ Torrent Power
β’ Greenko
β’ JSW
(19/n)
#jsw
#upl
#torrentpower
#greenko
β’ UPL
β’ Reliance
β’ Welspun
β’ Torrent Power
β’ Greenko
β’ JSW
(19/n)
#jsw
#upl
#torrentpower
#greenko
Follow, like and repost for more such research content π₯ π
Source: EY and WEF
#hydrogen
#gh2
#greenhydrogen
#advait
#jsw
Source: EY and WEF
#hydrogen
#gh2
#greenhydrogen
#advait
#jsw
Do read my research on the semiconductor industry as well
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Research on Datacenter industry π₯
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