Accelerating the Construction of Hydrogen Stations to ......supply chain Hydrogen obtained from...
Transcript of Accelerating the Construction of Hydrogen Stations to ......supply chain Hydrogen obtained from...
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March 5, 2018Japan H2 Mobility, LLC
Accelerating the Construction of Hydrogen Stations to Promote
Widespread Use of Fuel Cell Vehicles Toward the Creation of a Hydrogen-based Society
Background to Establishment of New Company
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Issue of Global Climate Change Annual greenhouse gas emissions
(1 bil. CO2 eq. ton/year)140120100
80604020
020
2000 2020 2040 2060 2080 2100
Source: Working Group III Contribution to the Fifth Assessment Report of the Intergovernmental Panel on Climate Change (2014)
Full-scale initiatives to reduce CO2 Zero and below
Baseline (3.7–4.8°C)
Scenario when kept below 2°C
CO2 reduction is a pressing global issue
Japan’s reliance on fossil fuel energy
88.8% (2016)
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Japan’s Energy Situation
Need for energy diversification
Japan’s self-sufficiency in energy
8.4% (2016)Source: Generated in-house using materials from Agency for Natural Resources and Energy
Petroleum 39%
Coal 25%
Domestically produced energy
Domestically supplied energy
Natural gas, city gas 24.8%
Hydro 3%
Nuclear 1%
Renewable energy, others 7.2%
Wind power
Solar power
Cities & homes
Electricity storage Thermal power
generation
Industrial use
Electric vehicle/plug-in hybrid vehicle
Water electrolysis
Hydrogen tankH2
Biomass
Waste water treatment
Power generating unit
Vehicle fuel
Chemical plant
H2
Refinery/ chemical plant
LNG
OIL
Electrical grid
Hydrogen grid
Fossil fuelsRenewable
energy
Hydrogen-Electricity Conversion
Electricity Hydrogen Fossil fuel
Energy flow
Hybrid vehicle
High-capacity long-term
storage
Energy Use Supporting a Sustainable Transportation Society
Source: Generated in-house using various published materials
Use electricity and hydrogen to realize a society built on energy diversity
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Cities & homes
Cities & homes Fuel cell vehicles/
buses
Position of Hydrogen in National Policy
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Use
Mob
ility
FCV 800,000 40,000 2,000
(2020) (2030)
Forklift 40 500 10,000
Station 100 160 Equiv. to 900 Replace gasoline stations by improving profitability
FC bus 2 100 1,200
(Current)
FCV/ station autonomy in the late 2020s
Replace gasoline vehicles through technological progress and cost reduction in FC stack
Use of FC in large-sized vehicles
50% reduction in station cost
Supply
Cost
Current 2030 Future vision
Hydrogen obtained from fossil fuels (H2 as byproduct, processed from natural gas)
ü Build international H2 supply chain ü Domestically, obtain from renewable sources
Establish H2 production technology
CO2-free hydrogen (brown coal×CCS, use of renewable energy)
30 yen/Nm3
(1/3 and less) Up to 100 yen/Nm3
(station price) 20 yen/Nm3
(1/5 and less)
Scaling up Major cost reduction
Verification of supply chain, scaling up
H2 vol. 0.2 kt 4 kt 300 kt Up to 10 Mt+α (highly dependent on use in power generation)
(2020) (Current)
(commercial supply chain scale)
Pow
er
gene
ratio
n 17 yen/kWh (commercial level)
- (technological development stage)
12 yen/kWh Replace gas power generation
(ref) 5-10 Mt of H2 consumption is equivalent to around 15-30GW of power generation
(ref) 300 kt of H2 consumption is equivalent to around 1GW of power generation
Verification of H2 power generation, establish system to evaluate environmental value
Strategic construction of stations, regulation reform, technological development
Construction of H2 supply network through interministerial collaboration
Source: Generated in-house using materials from Agency for Natural Resources and Energy
天然ガス輸入量 8,500万t/年
天然ガス輸入価格 16円/Nm3* *水素熱量等価換算
(参考比較)
ガソリンスタンド数 31,500箇所
乗用車台数 6,200万台
LNG火力発電単価 12円/kWh
火力発電設備 132GW
Roadmap targets
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National Policies and Status of Fuel Cell Vehicles (FCV)
Toyota ・Launched fuel cell vehicle Mirai (2014) ・Aim to sell well in excess of 10,000 FCVs per year around or after 2020 (2015)
Nissan ・Started joint development of a fuel cell system with Daimler and Ford (2013)・Continuing with technological development for commercialization
Honda・Launched fuel cell vehicle Clarity Fuel Cell (2016) ・Established joint venture company Fuel Cell System Manufacturing, LLC with GM, with mass
production of fuel cell systems expected to begin around 2020 (2017)
National goal
Initiatives of automakers
Hydrogen Station
FCV
(current) (2020) (2030)
101 locations
160 locations
Approx. 900 locations
2,400 units
40,000 units 800,000 units
FCV/station autonomy
in the late 2020s
(2025)
320 locations200,000
unitsSource: Strategic Road Map for Hydrogen and Fuel Cells, Agency
for Natural Resources and Energy
(as of Jan. 31, 2018)
・現在、約100箇所の⽔素STを整備、開所予定。
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Spread of Hydrogen Stations
Greater Tokyo Area: 40 locations
Chukyo Area: 26 locations
Kinki Area: 12 locations
Chugoku & Shikoku Area: 8 locations
Kyushu Area: 11 locations
Hokkaido & Tohoku Area: 4 locations
Total: 101 locations in Japan (as of Jan. 2018, including those under
construction or being planned)
Necessity to accelerate the construction of hydrogen stations to spread the use of FCVs
Source: Generated using various published materials (taking mobile stations being operated in several locations into consideration)
Prefecture All Mobile
Aichi 17 4
Shizuoka 2 1
Mie 2 2
Gifu 5 4
Prefecture All Mobile
Shiga 1 -
Kyoto 2 1
Osaka 7 1
Hyogo 2 -
Prefecture All Mobile
Fukuoka 9 1
Saga 1 -
Oita 1 1
Prefecture All Mobile
Hokkaido 1 1
Miyagi 1 -
Fukushima 2 2
Prefecture All Mobile
Saitama 8 3
Chiba 3 -
Tokyo 14 4
Kanagawa 13 7
Yamanashi 1 -
Ibaraki 1 1
Prefecture All Mobile
Yamaguchi 1 -
Okayama 1 -
Hiroshima 3 3
Tokushima 2 2
Kagawa 1 1
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Initiatives for Hydrogen Station Construction and Spread of FCVs Worldwide
Countries are focusing efforts on construction of hydrogen stations and spread of FCVs
FCV news
Source: Generated in-house using various published materials
GM・Established joint venture with Honda, with
mass production of fuel cell systems expected to begin around 2020 (2017)
BMW ・BMW and Toyota to jointly develop FCV (2013)
Daimler ・Announced FCV “GLC F-CELL” at Tokyo Motor Show (2017)
Hyundai・Announced FCV “NEXO” at CES2018,
sales expected to commence in 2018 (2018)
Other regions ・FC bus project currently underway in China
Hydrogen station construction targets Initiatives of overseas manufacturers
100 100
160200
350320
0
50
100
150
200
250
300
350
400
⽶国 ドイツ 中国 ⽇本
Hyd
roge
n st
atio
ns (
loca
tions
)
現状2020年⽬標2025年⽬標
Current 2020 target 2025 target
U.S. Germany China Japan
Overview and Initiatives of New Company
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Hopes of the New Company
World’s first initiative for construction of hydrogen stations jointly funded by infrastructure companies, automakers, investors, etc.
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Name of New Company
Japan H2 Mobility, LLC
Abbreviation: JHyM Note: derived from Japan Hydrogen Mobility
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Overview of New Company
Company name Japan H2 Mobility, LLC (abbreviation: JHyM) Representative (President) Hideki Sugawara
Location Toyota Kudan Building, 2-3-18 Kudan Minami, Chiyoda-ku, Tokyo
Participating companies
★…Executive members
Toyota Motor★, Nissan Motor, Honda Motor★, JXTG Nippon Oil & Energy★, Idemitsu Kosan, Iwatani Corporation★, Tokyo Gas, Toho Gas, Air Liquide Japan★, Toyota Tsusho, Development Bank of Japan★
Businesses ・Strategic construction of hydrogen stations ・Contribution to efficient operation of hydrogen stations
Business period Expected to be 10 years (FY2018 to FY2027)
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About the Businesses: Strategic construction of hydrogen stations
Concept for Construction/Operation of Hydrogen Stations
Infrastructure already in place
・Construct hydrogen stations at 80 locations in the next four years ・Expand infrastructure from the four major metropolitan areas and the areas linking them ・Aim to establish hydrogen stations in all 47 prefectures
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H2 H2 H2Current
Information aggregation
Information centralizationOverall optimization
H2 H2 H2H2
・To realize cost reduction of stations by reviewing regulations and standardizing equipment・To improve convenience for FCV users by reviewing expansion of operating times
Future
About the Business: Contribution to efficient operation of hydrogen stations
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JHyM’s Vision
Create virtuous cycle between FCVs and hydrogen stations
Improved convenience for FCV users
Increased number of
FCVs
Strategic construction of hydrogen stations
Contribution to the efficient operation of hydrogen stations
Autonomy of hydrogen
station business
Further construction of
hydrogen stations
JHyM
Subcontract station operations from JHyM to infrastructure companies
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Flow of JHyM’s Operations
Announce policy for station construction, such as areas where stations will be built
Construct stations together with JHyM
JHyM
Formulate JHyM’s station construction plan based on proposals received from infrastructure companies
Propose construction plan according to the construction policy
Infrastructure-related companies
JHyM
Infrastructure-related companies
JHyM
New infrastructure-related companies
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Map of Businesses Related to Hydrogen Station Construction (conceptual)
New station
Reduce initial investments from infrastructure companies and use investments from investors
Investments
Grants
Construction
Investments JHyM
Investors, etc.
Government
Infrastructure companies
JHyM
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Map of Businesses Related to Hydrogen Station Operation (conceptual)
Automaker
Grants
Subcontract (*)
Government
Through subcontracting, JHyM provides infrastructure companies with a stable, long-term environment for operating hydrogen stations
New station
Infrastructure company
Operate
Existing station
Operate
JHyM Subcontract
(*)
*…Subcontracting related to maximizing FCV demand
JHyM
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Expansion to New Participants
Moving ahead, widely encourage participation from other companies
Enlistment of other
companies
■ New company JHyM A Japan-wide initiative to promote construction of hydrogen Stations.
■ JHyM’s activities and features ・Aim to rapidly place stations across all of Japan to maximize FCV demand.
Construct stations at 80 locations in the next four years. ・Through information collected by JHyM, conduct activities to improve convenience for drivers
and improve the autonomy of businesses (such as through cost reduction and suggestions for deregulation).
・Reduce initial investments from infrastructure companies using funds from investors and other sources.
■ Future efforts ・In the future, look widely for participation from other companies to support the autonomy of the
hydrogen station business and the spread of FCV use, and eventually contribute to the realization of a hydrogen-based society.
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Summary
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⽇本⽔素ステーションネットワーク合同会社