DECARBONIZATION THROUGH HYDROGEN

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DECARBONIZATION THROUGH HYDROGEN Grant Grothen Business Development Manager Global Syngas Technologies Conference October 12, 2021

Transcript of DECARBONIZATION THROUGH HYDROGEN

DECARBONIZATIONTHROUGH HYDROGEN

Grant GrothenBusiness Development Manager Global Syngas

Technologies ConferenceOctober 12, 2021

Agenda

Hydrogen as a “Default” fuel

Green* hydrogen Barriers to overcomeOther paths to 100% decarbonized hydrogen

Safety Moment – Power Washers► Yes, can cut into your skin!!!► Common injuries

• Lacerations• Bruises• Eye injuries• Punctures

► Protective equipment• Safety glasses• Long sleeve shirt• Gloves• Jeans• No open toed shoes

HYDROGEN AS A “DEFAULT” FUEL

Hydrogen – not a new idea…

2002Began 1976 1992

Why “hydrogen”?Fuel Chemical FormulaHydrogen H

Natural Gas / Methane CH4

Propane C3H8

Gasoline C8H18

Diesel C12H23

Methanol CH3OH

Ethanol C2H5OH

Coal C135H96O9NS

Why “hydrogen”?Fuel Chemical FormulaHydrogen H

Natural Gas / Methane CH4

Propane C3H8

Gasoline C8H18

Diesel C12H23

Methanol CH3OH

Ethanol C2H5OH

Coal C135H96O9NS

Why “hydrogen”?Fuel Chemical FormulaHydrogen HNatural Gas / Methane CH4

Propane C3H8

Gasoline C8H18

Diesel C12H23

Methanol CH3OH

Ethanol C2H5OH

Coal C135H96O9NS

Default Choice

The Two Hydrogen Paths

Electrolysis using carbon-free power

Other with CCUS

GREEN* HYDROGEN

Green* Hydrogen

Hydrogen produced by electrolysis using carbon-free power.

Green* Proof

Delivered hydrogen produced by electrolysis

Power at time of production was “excess” renewables / carbon-free

“GREEN” CERTIFIED

ESG-Inclusive Commodities Certifications

Solving the “Time of use” Issue

OTHER PATHS TO 100% DECARBONIZED HYDROGEN

100% decarbonized hydrogen from biomass gasification

BiomassFeedstock Gasification

Carbon Capture, Utilization and

StorageOffset feedstock carbon intensity

Support needed to fully commercialize

100% decarbonized hydrogen from SMR / ATR

Natural Gas Feedstock

SMR / ATRCarbon Capture, Utilization and

StorageRenewable Natural Gas

100% decarbonized hydrogen from coal

CoalGasification

Carbon Capture, Utilization and

StorageBiomass

100% decarbonized hydrogen from coal

Coal boilerCarbon Capture, Utilization and

Storage

Electrolyzer

Electricity

Coal

Biomass

BARRIERS TO OVERCOME

Viewpoint – 100% “Pure Green” is the ONLY option► Eliminates competitive technologies

• Natural gas feedstocks• CO2 sequestration (both EOR and geological)

► Minimal considerations for human impacts• Life safety• Financial burdens

► Allow for significant added loads to be “Green”???• Bitcoin mining• Displacement of nuclear and hydroelectric power users

► Environmental impacts• Land use for renewables• End of life waste

1100%

► Upstream methane “leakage”• Wells• Gathering system• Processing

► Studies timed for Congressional consideration• Industry claims significantly overestimating leakage – <0.5% versus 2.5-3.5%• Trade groups slow in response likely due to varying member exposures

► Global warming potential (GWP) for methane 25-82x higher than CO2

► Biden administration and many NGOs not aligned on this issue

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Winning the methane debate

CH4

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Geological CCUS has potential fatal flaw► Permitting, permitting, permitting► NIMBY► Class 6 well availability

• Wellington, Kansas first permit

► Environmental Justice issue?► Lake Nyos Release (1986)

• 1.6M ton CO2

• 1,700 dead + 3,500 livestock• Cameroon, West Africa

► Horseshoe Lake (1990)• Tree kill• Mammoth Mountain, CA

Storage OptionsDeep

unused saline

aquifersEnhanced oil

recovery

Depletedoil & gas

reservoirs

Deep unmineablecoal seams

Other options (basalts, oil

shales, cavities)

Enhanced coal bed methane recovery

Guarantee 100% (not 99.9%) no leakage?

Environmental Justice – Pipelines► Executive Order 12898

• Minority populations• Low-income populations

► Established Environmental Justice White House Advisory Council• Didn’t appear to have had Biden administration coordination or representation…• Initially came out against natural gas, hydrogen, EOR and CO2 sequestration

► Many pipeline corridors likely impacted► Potential impact for CO2 pipelines???► Watch and see issue…

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Commercializing Biomass GasificationA Better DOE Cost Share Funding Approach

► Current• Pilot development – 80%• Initial scale-up – 50% of first unit, 20% of project

► Proposed• Pilot development – 80%• Initial scale-up project – 50%

§ Owner / DOE to assume performance risk• 2nd scale-up project – 40%

§ Efficiencies realized• 3rd scale-up project – 20%

§ Increased commercial delivery familiarity

► Ongoing DOE project support• Petro Nova as example

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Hydrogen now the “default fuel” for decarbonization

“Green” Certified will be demanded

by Big Tech

Still significant barriers to conquer

Other paths to carbon-free

hydrogen production

SUMMARY

QUESTIONS?

Grant Grothen, [email protected]