You can’t store all that energy in summer because you got fuck all to do with it.
Main value of H2 electrolysis is solving (more economic return from renewables than just curtailing) this problem. Also provides exportable energy to cover winter clean power/heat needs.
New forms of industry will work out if you got very low capital costs and high energy costs. The factory is going to be running, what? At most 25% of the year? Probably more like under 10 and unpredictable. That’s going to be so weird for profitability.
I feel like storing the hydrogen itself could be an issue. Storing methane seems way easier so I wonder if that happens instead. But is it cheap to make a device that can make huge amount of hydrogen or methane? I have no idea and no one seems to know what’s going to happen yet.
I just expect most of it to be dumped. Because it’s 1 less thing to buy.
To get $2/kg 300 bar H2, $500/kw electrolyzer capital costs, and 2c/kwh electricity input costs are needed. China is pushing down to $300/kw on electrolyzer costs. Just as seasonal negative prices happen in some locations, stabilizing to 2c/kwh is the path H2 enables. $2/kg H2 means 6c/kwh CHP power cost from Fuel Cell, and 10c/kwh electric only power output. Competitive with electric utility service, and fast charging vehicle stations. It’s competitive at $4/kg in many jurisdictions, in fact.
Factories already operate mostly daytime. Solar output is seasonal with more variability the further from equator you go. Having solar cover 100% of summer cloudy day generation at low AC use, can result in 2c/kwh or less prices on sunny days, and in Spring and fall where there is no HVAC demand. Running FF electricity just in winter/backup is path to significantly lower emissions, and lower cost of FF energy from less use. Factories with long shifts running half on solar is still low overall energy input costs, if they can sell what they make.
H2 storage is a solved problem. Lined pipe and pressure vessels. If factories are ever automated to the point where labour cost is nearly irrelevant compared to energy costs, then they too can become variable loads. H2 electrolysis and desalination and battery charging are all highly automated processes that benefit from those conditions today.
The forever advantage of green H2 production is that it is containerizable. Can be transported seasonally to where renewable surpluses will occur. I guess self mobile robots could do the same, though.
Main value of H2 electrolysis is solving (more economic return from renewables than just curtailing) this problem. Also provides exportable energy to cover winter clean power/heat needs.
I’ll be interested to see what happens with this.
New forms of industry will work out if you got very low capital costs and high energy costs. The factory is going to be running, what? At most 25% of the year? Probably more like under 10 and unpredictable. That’s going to be so weird for profitability.
I feel like storing the hydrogen itself could be an issue. Storing methane seems way easier so I wonder if that happens instead. But is it cheap to make a device that can make huge amount of hydrogen or methane? I have no idea and no one seems to know what’s going to happen yet.
I just expect most of it to be dumped. Because it’s 1 less thing to buy.
To get $2/kg 300 bar H2, $500/kw electrolyzer capital costs, and 2c/kwh electricity input costs are needed. China is pushing down to $300/kw on electrolyzer costs. Just as seasonal negative prices happen in some locations, stabilizing to 2c/kwh is the path H2 enables. $2/kg H2 means 6c/kwh CHP power cost from Fuel Cell, and 10c/kwh electric only power output. Competitive with electric utility service, and fast charging vehicle stations. It’s competitive at $4/kg in many jurisdictions, in fact.
Factories already operate mostly daytime. Solar output is seasonal with more variability the further from equator you go. Having solar cover 100% of summer cloudy day generation at low AC use, can result in 2c/kwh or less prices on sunny days, and in Spring and fall where there is no HVAC demand. Running FF electricity just in winter/backup is path to significantly lower emissions, and lower cost of FF energy from less use. Factories with long shifts running half on solar is still low overall energy input costs, if they can sell what they make.
H2 storage is a solved problem. Lined pipe and pressure vessels. If factories are ever automated to the point where labour cost is nearly irrelevant compared to energy costs, then they too can become variable loads. H2 electrolysis and desalination and battery charging are all highly automated processes that benefit from those conditions today.
The forever advantage of green H2 production is that it is containerizable. Can be transported seasonally to where renewable surpluses will occur. I guess self mobile robots could do the same, though.