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Igor Chausov Lead expert Infrastructural Center EnergyNet Russian capabilities on hydrogen fuel global market IC ENERGYNET

Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

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Page 1: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

Igor Chausov

Lead expert

Infrastructural Center EnergyNet

Russian capabilities

on hydrogen fuel

global market

IC ENERGYNET

Page 2: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

HYDROGEN ENERGY FOR RUSSIA

2 IC ENERGYNET

Why hydrogen energy is important for Russia:

1. Russian power system has abundant generation with low

capacity factor and possibility to construct new generation on

the base of RES

2. There are huge part of remote territories in Russia

3. There are a lot of territories with high ecological requirements

(e.g. Arctic region)

Hydrogen is the new export product for Russian economy and driver for

electricity consumption

Hydrogen is the clean fuel for Arctic region Hydrogen energy is effective way for remote territories energy supply

Page 3: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

GLOBAL MARKET HYDROGEN DEMAND AND REQUIREMENTS

3 IC ENERGYNET

Estimated hydrogen global trading, US$ bln per year

Estimated hydrogen fuel demand, US$ bln per year

Source: IEA, Navigant Research, Ecofys, IRENA, Hydrogen Council, IAE, ACIL ALLEN Consulting, METI

Hydrogen is the universal intermediator for multi-infrastructural

interconnection

1 10 21

32

6 26

47 70

15

55

102

164

0

50

100

150

200

2025 2030 2035 2040

US$

bill

ion

s p

er y

ear

Conservative Moderate Optimistic

Hydrogen storage and transportation

efficiency <6 kWh/kg

Hydrogen production cost

<$1,5 per kg

Hydrogen fuel cell LCOE

<0,17 $/kWh

Water electrolysis efficiency

<48,2 kWh/kg

1800

3000

1900

400

100

0 500 1000 1500 2000 2500 3000 3500

Cruid oil market in 2018

Hydrogen world

Hydrogen decarbonization

Competititve decarbonization

Linear growth

US$ billions per year

Page 4: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

RUSSIAN HYDROGEN SUPPLY CAPABILITIES

4 IC ENERGYNET

Russian hydrogen supply capabilities is 3,5 million tons per year on the

base of existing power generation only by capacity factor increase.

Priority generation for hydrogen production are:

- Locked reserves use as an alternative of grid construction for capacity

factor increase,

- Zero-carbon generation (NPP, HPP) to produce “green” hydrogen.

Hydrogen production capabilities on the base of power reserves in Russia,

thousands tons per year

Hydrogen production capabilities on the base of locked reserves in Russia,

thousands tons per year

Hydrogen production capabilities on the base of some NPP and HPP,

thousands tons per year

393 700

256

430 198

341

0

500

1000

1500

If capacity factor is average forNational Grid

If capacity factor is 85%tho

usa

nd

to

ns

per

yea

r

Syberia North-West Far East

0,8 1,5

1,1

2,0

0,0

0,5

1,0

1,5

2,0

2,5

3,0

3,5

If capacity factor is average for NationalGrid

If capacity factor is 85%

mill

ion

to

ns

per

yea

r

Locked reserves Available reserve

34,5

74,7

84,0

0

50

100

150

200

tho

usa

nd

to

ns

per

yea

r

Leningrad NPP (capacity factor 93%)

Kola NPP (capacity factor 93%)

Ust-Srednekan HPP (capacity factor 39%)

Page 5: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

RUSSIA – JAPAN POSSIBLE COOPERATION

5 IC ENERGYNET

Page 6: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

POSSIBILITY FOR INTERNATIONAL COOPERATION

6 IC ENERGYNET

Power-to-gas hydrogen hub in North Netherlands

Brunei to Japan hydrogen supply chain by Chiyoda

Australia to Japan hydrogen supply chain by Kawasaki Russia has great capabilities to meet global hydrogen demand and to

cooperate on the field of pilot projects with EU, Japan, South Korea and

China as a hydrogen shipper:

1. Interconnection with Europe P2G initiatives via hydrogen hubs

2. Making new hydrogen supply chain pilots

Page 7: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

KEY TECHNOLOGY CHALLENGES: TO GO CHEAPER

7 IC ENERGYNET

Hydrogen storage costs, US$ per kg

0,0 0,5 1,0 1,5 2,0 2,5

Compression in tanks, 300 bar

Compression in tanks, 420 bar

Liquefied hydrogen

Ammonia

Shipping Rail Truck

Hydrogen transportation costs, US$ per tkm

$2 283

$1 370

$753

$1 712

$1 141

$571

$1 141

$800 $628

$-

$500

$1 000

$1 500

$2 000

$2 500

2018 2030 2050

US$

per

kW

Alkaline electrolite, 300 cum per hour PEM, 200 cum per hour

PEM, 3120 cum per hour

Water electrolyser costs, US$ per kW

Levelized cost of hydrogen (LCOH), US$ per kg

Page 8: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

RUSSIAN TECHNOLOGY COMPETENCE

8 IC ENERGYNET

NTI competence center for new and mobile power sources projects

Mobile generator on microtubular hydrogen fuel cells

Functional materials for hydrogen producing from inorganic fuels

Electrocatalysts for alcohols direct oxidation

Inorganic electrolytes for middle-temperature fuel cells

Russia has it owns technologies and technology competence in the fields of:

- Alkaline and PEM water electrolyser,

- Hydrogen storage in hydrides of intermetallic,

- Hydrogenation and dehydrogenation of aromatic and ammonia,

- PEMFC, SOFC and middle-temperature PEMFC.

Page 9: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

RUSSIAN STRATEGIC PROPOSALS

9 IC ENERGYNET

Hydrogen energy global market

2025 – 2030

First leader’s hydrogen

energy market

2025 – 2030

Global market

of pilot

projects in

2020

Getting

market share

by fast and

reliable

supply

Hydrogen supply

chain pilots on the

base of nuclear

energy or RES and

imported

technologies

Technology

substantiate

expansion

Technologies and

hydrogen fuel export

International collaboration for

new generation technologies

Page 10: Russian capabilities on hydrogen fuel global market2021.atomexpo.ru/uploads/pages/124/files/2. Chausov... · Estimated hydrogen fuel demand, US$ bln per year Source: IEA, Navigant

Thank you for your attention!

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