The fuel market and stationary fuel cells. 5 December 2017

Transcription

1 The fuel market and stationary fuel cells 5 December 2017

2 The transport sector has a large fast growing volume, FCV cars, Toyota Mirai, Honda Hyundai, 1000 cars corresponds to about 100 MWe The stationary sector is more stable right now. It still depends heavily of subsidies. Source: 4thEnergyWave

3 The portable sector has not yet taken off.. myfc is a large important player and the competition from Powerbanks is tough. Stationary, the numbers are mainly the Ene-Farm Japan project and emergency power for telecom. Transport fast growing more models will be released soon Source: 4thEnergyWave

4 Asia: Toyota Mirai, Honda, Hyundai, Ene-Farm Japan, Posco MCFC North America: Fuel Cell Energy, Plug Power, Ballard and Hydrogenics, Doosan America Europe: Demo projects: SolidPower, FCES, Ballard Power DK, Powercell, EneField etc Source: 4thEnergyWave

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14 q Viessmann - Panasonic PEFC Japan q Bosch - AISIN Seiki SOFC Japan q BDR Therma - Toshiba Japan q SOLID Power - SOFC Italy (CFCL Australian technology)

15 q Fuel Cell Energy MCFC multi MW size ( Beacon Park 63,3 MWe) q Bloom Energy SOFC multi MW size Equinix data centers in total 37 MWe q Plug Power with Ballard stack Telecom and emergency power stack modules fork-lifts

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19 FCE is the only developer of MCFC US State subsidies and renewable fuels subsidies still existing New orders for biogas in California US Navy in CT 7,4 Mwe The US federal tax credit program 3000 USD/kWe for fuel cell has ended Export market to Asia POSCO Korea and Europe FCES Germany Competition from PAFC and SOFC

20 Beacon Falls Energy Parc 63,3 MWe MCFC Fuel Cell Energy scheduled to be ready 2019 but not confirmed Fuel Natural Gas but that is considered as renewable in Connecticut It will replace coal fired power plants.

21 SOFC belongs to the dep of fossil Energy It has still the same budget 60 MUSD per year

22 Microsoft s headquarters in Seattle, in one of their huge data centers, ten fuel cell generators are currently being installed to provide electricity.

23 Heavy Class-8 trucks are on the road The air quality in ports is important The military is a strong driver for the development of fuel cells Fork-lifts and back-up power large growing markets

24 Stationary fuel cells The stationary fuel cells heavily rely on subsidies North America and Asia in the lead Europe is still in R&D and the demonstration phase Japan Ene-Farm now over fuel cells systems installed Doosan starts to deliver the 400 kwe PAFC again in large quantities about 100 MWe installed Telecom back up and remote power competitive market more than systems delivered Residential microchp fuel cells subsidized in Japan, EU, Germany and Korea

25 The near future stationary fuel cells?! Air quality, local environment is a growing issue as well as GHG emissions Fuel cells are rapidly improving performance and lower cost is on its way Hydrogen as fuel for stationary fuel cells has increased and especially by-product hydrogen as fuel is an expanding market Emergency power for telecom and data centres are growing important markets The developers from Japan Panasonic, Toshiba and AISIN have started export and high volume production Stack developers are supplying system builders ex Ballard, Kyocera, Powercell The overall market is still fragile as it depends heavily on subsidies The European market is slow and is still in the demonstration phase Several important Governmental programme are under discussion - the US tax credit program 3000 USD/kWe ended 2016 and the US Hydrogen program will in 2018 be less than half of In Japan the Ene-Farm is still expanding but the subsidies are decreasing The utilities are under pressure and they have difficulties to invest in fuel cell projects

26 Tack för att ni lyssnade!

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30 SOFC Program Systems Development SOFC belongs to the dep of fossil Energy It has stiil the same budget 60 MUSD per year Ø State-of-the-Art (SOA) Proof-of-Concept (POC) systems - Fully integrated fuel cells power systems - Current Status : 50 kw kw completed kwe Prototype system field test(s) - One award for a 200 kwe system (FuelCell Energy) - Anticipate two additional awards in FY17 FuelCell Energy 50 kwe POC Ø Innovative Concepts Next generation cell and/or stack technology Seven developers with unique concepts 5 10 kw stack tests LG 200 kwe POC 30

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32 Asia: microchp in Japan and FCV Hyundai, Toyota and Honda MCFC Korea North America: Ballard PEFC, FCE MCFC, Doosan PAFC Europe: EU projects and Germany NOW Program Europe is waiting for larger stationary and cars Daimler Portable fuel cells has not yet succeeded but here are some prospects US Tax Credit system and other subsidy reductions might change the situation