Fuel Cell Technology and Hydrogen Commercialization: A Global Overview 21 st Fuel Cell Symposium FCDIC, Japan 30 May 2014 Noriko Hikosaka Behling www.norikobehling. com
Transcript
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21 st Fuel Cell Symposium FCDIC, Japan 30 May 2014 Noriko
Hikosaka Behling www.norikobehling.com
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Table of Contents Fuel Cell and Hydrogen Commercialization: A
Global Overview Japan United States South Korea Germany Market
Shares & Patents Copyright 2014 by Noriko Hikosaka
Behling2
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Japanese Science and Technology Policy Science and Technology
Basic Law (Nov 1995) Law Promoting Technology Transfer from
Universities to Industry (TLO Law) (May 1998) Article 30 of Law on
Special Measures for Industrial Revitalizationa Japanese Bayh- Dole
Law (Oct 1999) National University Corporation Law that changed
national universities from government to a special corporation (Apr
2004) New Education Basic Law (Dec 2006) included support of
industry as a university mission Copyright 2014 by Noriko Hikosaka
Behling Industry researchers 199 University-Industry Collaborative
Research Centers established by 2013 to promote venture companies;
about 2,000 venture companies were created. University researchers
Conducting long-term collaborative research Project Manager All
researchers stationed on campus Japan Enacted Laws that Promoted
Originality, Inventiveness, and Entrepreneurship and Close
Collaboration among Government, Academia, and Industry 3
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Japan Launched a Series of Fuel Cell Initiatives and
Implemented Them through Entire Government with Strong Industrial
Collaboration Copyright 2014 by Noriko Behling Policies are
supported by Japanese Diet, Prime Minister, and government
ministries, industry and the academia . Fuel Cell Development
Strategic Plan (Jan 2001) Science and Technology Basic Plan (Mar
2006) New National Energy Strategy (May 2006) Basic Energy Plan
(Mar 2007) Next-Generation Automobile Fuel Initiative (May 2007)
Prime Ministers Initiative: Cool Earth Innovative Energy Technology
Plan (Mar 2008) Initiatives to Promote Fuel Cell and Hydrogen
Technology that were derived from Science and Technology Basic Law
of 1995: Japanese Fuel Cell Policy (1) 4 FCCJ
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Japanese Fuel Cell Policy (2) Copyright 2014 by Noriko Hikosaka
Behling Fuel cell budget for FY2014 lowered slight over 2012.
Currently it is $397.7 million--double the previous year and
largest in the world. Activities FY2013 BudgetFY2014 Budget R&D
Budget PEMFC R&D (FY2010-2014) $31.9 million SOFC R&D
(FY2013-2017) $12.4 million$13 million Hydrogen Utilization
Technology Development $20 million$32.5 million Fuel Cell Vehicle
and Hydrogen Station Demonstration Project $7.5 million0
Construction of Center of Excellence Hydrogen Research Test Center
$29.4 million0 Total $101.2 million$77.4 million Subsid- ies
Installation of Hydrogen Fueling Station $46 million$72 million
Installation of Ene-Farm$250.5 million$200 million Total $296.5
million$272 million Japan Ensured Robust and Stable R&D Budget
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Japanese Fuel Cell Policy (3) Copyright 2014 by Noriko Hikosaka
Behling6
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Japanese Fuel Cell Policy (4) Copyright 2014 by Noriko Hikosaka
Behling Fuel Cell Commercialization Conference of Japan (FCCJ)
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Japanese Fuel Cell Commercialization (1) Copyright 2014 by
Noriko Hikosaka Behling8 Total Installations= 3307 units ,
FY2005-2008 Astomos Energy, Osaka Gas, Seibu Gas, JX Nippon Oil and
Energy, Tokyo Gas, Toho Gas
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Japanese Fuel Cell Commercialization (2) Copyright 2014 by
Noriko Hikosaka Behling Japanese residential CHP deployment, Total
= 82,974 units Possible Overseas Opportunities 9 CompanyOverseas
Activities PanasonicJoint Venture with Viessmann (Germany) perhaps
in April 2014 ToshibaJoint venture with Baxi Innotech (Germany) in
March 2014; Preparatory joint efforts underway with Korean heating
appliance manufacturers JX Nippon Oil and Energy Joint efforts with
a Korean gas company and a fuel cell development center in North
Rhine-Westphalia in Germany Aisin SeikiSupplied power module to
Bosch (Germany) for exhibit; Demonstration operation in Ene-Field
Project (Europe) in 2014 Data from Advanced Cogeneration and Energy
Utilization Center Japan A.C.E.J, , as of April 2013
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Japanese Fuel Cell Commercialization (3) Japan Implemented
Two-Phase Hydrogen and Fuel Cell Demonstration (JHFC) Projects
(2002-2005, 2006-2010 ) Copyright 2014 by Noriko Hikosaka Behling10
Source: various NEDO data JHFC project operated 14 hydrogen
stations in Japan in Kanto, Chubu, and Kansai areas Partners as of
March 2011 included:
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Japanese Fuel Cell Commercialization (4) Copyright 2014 by
Noriko Hikosaka Behling11 November 18, 2010. Toyota Vice President
Takeshi Uchiyamada November 18, 2010. Toyota announced its Future
Plans for Fuel Cell Hybrid Vehicle Commercialization January 13,
2011. 13 Companies made A Joint Declaration on Domestic Market of
FCVs in 2015 and Establishment of Hydrogen Supply Infrastructure (3
automakers and 10 energy companie s)
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Japanese Fuel Cell Commercialization (5) METI 2014 Fuel Cell
Budget includes $300 million for Clean Energy Next Generation
Vehicle Subsidies Subsidies Provided for Fuel Cell Vehicles,
Electric Vehicles, Plug-In Hybrid Vehicles, and Clean Diesel
Vehicles Electric Vehicles Plug-in Hybrid Vehicles Clean Diesel
Vehicles 12Copyright 2014 by Noriko Hikosaka Behling 20202030
Conventional vehicles50-80%30-50% Next generation
vehicles20-50%50-70% Hybrid vehicles20-30%30-40% Electric
vehicles/Plug-in hybrid vehicles15-20%20-30% Fuel cell
vehicles~1%~3% Clean diesel vehicles~5%5-10%
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Japanese Fuel Cell Commercialization (6) METI 2014 Fuel Cell
Budget includes $52 Million for Hydrogen Supply Infrastructure
Establishment Subsidies , a 3-year program for 2013-2015.
Establishment of Fuel Cell Supply Infrastructure at four major
Metropolitan areas in Japan for Fuel cell vehicle commercialization
in 2015. Copyright 2014 by Noriko Hikosaka Behling13 Iwatani Corp
JX Nippon Oil and Energy Tokyo Gas Toyota Tsusho/Air Liquid Japan
Iwatani Industrial Gases
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US Fuel Cell Policy (1) --Based on A Single Presidential
Initiative-- Copyright 2014 by Noriko Hikosaka Behling US fuel cell
policy lacks political consensus; it is based on one primary
initiative and administered via a single department with limited
support from other Agencies. President George W. Bush initiated
FreedomCar Initiative in 2002 and Hydrogen Fuel Initiative in 2003.
US fuel cell policy affected by the change of administration. US
fuel cell program is subject to local policy jurisdiction. SOFC no
longer supported. DOE EERE has no responsibility for non-hydrogen
fuel cells. 14
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US Fuel Cell Policy (2) Copyright 2014 by Noriko Hikosaka
Behling 15 The DOE fuel cell and hydrogen budgets have been
unstable. For FY2010, DOE/EERE cut its fuel cell budget by 60
percentto $80 million; $170 million was appropriated by Congress.
US budgets are smaller than Japanese and European counterparts in
recent years. Also, US fuel cell R&D budget is falling as a
share of DOE fuel cell and hydrogen budget. Total DOE fuel cell/H2
budget DOE/EERE fuel cell budget
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US Fuel Cell Policy (3) Copyright 2014 by Noriko Hikosaka
Behling16 The Hydrogen and Fuel Cells Program, DOE, September 2011
Fuel Cell and Hydrogen Budget, DOE, May 2013 Also, in FY2012,
DOE/FE decided to end SOFC R&D. It has zeroed out SOFC R&D
budget since then. The Congress appropriated a small budget for
FY2012 and 2013. Future of US SOFC technology is uncertain.
Congress appropriated $25 million for FY2012 and $24 million for
FY2013. 13 24
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US Fuel Cell Policy (4) Copyright 2014 by Noriko Hikosaka
Behling17 All cost estimates revised upward
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US Fuel Cell Policy (5) Copyright 2014 by Noriko Hikosaka
Behling18 P PNGV Program = 68 patents Total = 115 patents 11.5
patents/year; $14 million per patent A total of 115 patents
resulted from the 2002-2012 Fuel Cell and Hydrogen Program budget
of about $1.6 billion, one patent per $14 million.
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US Fuel Cell Commercialization (1) Copyright 2014 by Noriko
Hikosaka Behling19 FuelCell Energy - Cumulative global total
379.2MW, of which 269.2MW or 70% to South Korea Bloom Energy
installed 522 units, 113.08 MW SOFC systems primarily in California
(as of Dec 2013) Bloom installed a 200kW Bloom box in Japan in Nov
2013 Bloom Energy installed 522 units, 113.08 MW SOFC systems
primarily in California (as of Dec 2013) Bloom installed a 200kW
Bloom box in Japan in Nov 2013
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US Fuel Cell Commercialization (2) Copyright 2014 by Noriko
Hikosaka Behling20 Plug powerBallard HydrogenicsFuelCell
Energy
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South Korean Fuel Cell Policy (1) --Driven by Presidential
Vision-- Copyright 2014 by Noriko Hikosaka Behling In fact as well
as in name, we are moving to the age of Hydrogen Economy. Full
support of R&D investment will be guaranteed during my term of
office. I am proud of our efforts to make this new technology to
new growth engines. (In a council of an advisory energy committee,
Mar. 2005.) Hydrogen Economy Low Carbon, Green Growth Green Growth
means achieving sustainable growth by reducing greenhouse gas
emission and environmental pollution. (60th Anniversary of National
Liberation Day, Aug. 15, 2008) Creative Economy (Feb 2013)
President Park created a new Ministry of Science, ICT, and Future
Planning, but her future direction of R&D on hydrogen and fuel
cell is not defined yet. President Roh, 2003-2008 President Lee,
2008-2013President Park, 2013- 21
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South Korean Fuel Cell Policy (2) Copyright 2014 by Noriko
Hikosaka Behling22 Source: Transition to Renewable Energy System,
by Stolten and Scherer, Wiley, 2013
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South Korean Fuel Cell Commercialization (1) --Small Stationary
Fuel Cell Systems-- Copyright 2014 by Noriko Hikosaka Behling
Tae-Wong Lee, May 2009; Yong Gun Shul, IPHE, 2012; Jong Wong Kim,
2013 23 1kW PEMFC fuel cell with stainless steel separator 1kW
PEMFC system FuelCell Power
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South Korean Fuel Cell Commercialization (2) --Large Stationary
Fuel Cell Systems-- Copyright 2014 by Noriko Hikosaka Behling
Tae-Wong Lee, May 2009 Rapid Rapid procurement and deployment of US
MCFC and PAFC systems Domestic development of MCFC systems 24
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South Korea Fuel Cell Commercialization (3) -- Rapid Deployment
through Incentive Measures-- Fiscal Year-2008200920102011Total
Maximum Allowance8 MW12MW14MW16MW50 MW Copyright 2014 by Noriko
Hikosaka Behling Feed-in-Tariff (FIT) 2007-2011 27/kWh (vs. 7/kWh
for conventional) Sold-out: MCFC 45.2 MW (POSCO); PAFC 4.8 MW (UTC)
Renewable Portfolio Standard (RPS) - Ratio of Renewable Power in
Total Year20122013201420152016201720182019202020212022
%22.533.545678910 Renewable market: 350 MW/year until 2016; 700
MW/year until 2022, $54 billion in total Subsidies for
micro-combined heat and power units for the home, 2009 80 percent
of the cost by the central government and another 10% by local
government, drop to 50 percent in 2013 and finally 30 percent as of
2017. The subsidies will run through 2020. 25
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South Korean Fuel Cell Vehicle Commercialization Plan (1)
Copyright 2014 by Noriko Hikosaka Behling26 Jong Won Kim, IHEDF,
2013 FCV Demonstration Program Phase I: 2006. 8 - 2010. 7 (4 years)
Vehicles : 30 Passenger cars, 4 Buses Budget : $ 46.6 million
(Government 50%) Hydrogen Station: 11 sites Phase II: 2010. 12 ~
2013. 12 (3 years) - Vehicles : 100, Public, Seoul/Ulsan - Hydrogen
station: 13 sites (2012. 2) Fuel Cell Power100 kW Battery24 kW
Motor SystemAC induction/100 kW H2 Tank700 bar Fuel Efficiency27
km/l (63.5 mpg) Driving Range570 km (354 miles) Acceleration (0 to
100 kph)12.5 sec Maximum Speed160 kph (100 mph) Hyundai to Enter
the Market 2014/2015
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South Korean Fuel Cell Commercialization (5) Copyright 2014 by
Noriko Hikosaka Behling27 Type2011201320152020 H2 Stations -1843168
Hydrogen Infrastructure Roadmap by Korean Government (2010) Phase I
(~2012) 13 stations Phase II (~2015) 43 stations Phase III (~2030)
500 stations 13 stations in operation (Jan.,2012) Jong Won Kim,
IHEDF. 2013
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German Fuel Cell Policy (1) Copyright 2014 by Noriko Hikosaka
Behling28 Bonhoff, 2012 National Innovation Program for Hydrogen
and Fuel Cell Technology NIP is a strategic alliance b/w German
government, industry and academia, the public-private partnership
PPP NIP is Coordinated by NOW, National Organization Hydrogen and
Fuel Cell Technology, owned by the government
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German Fuel Cell Policy (2) Copyright 2014 by Noriko Hikosaka
Behling29 NIP is supported by: German National Innovation Program
(NIP)Hydrogen and Fuel Cell Technology (2007-2016) (Thousand Euro)
14% 13% 10% 3% Created based on various NOW data
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German Fuel Cell Commercialization Plan NIP Program
InitiativeDateKey RegionsNIP Goals by 2025 TransportClean Energy
Partnership (CEP) Since 2003Berlin and Hamburg 500,000 fuel cell
vehicles 2,000 fuel cell buses H2-MobilityMOU in Sept 2009 Berlin
500 hydrogen refueling stations StationaryCALLUX Project 2008 2015
500,000 fuel cell heating systems > 1,000 MW fuel cell CHP
systems NEEDS Supply of CO2free energy Special Markets Leisure/tour
-ism market Backup power Forklifts >25,000 backup power systems
Copyright 2014 by Noriko Hikosaka Behling30
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German Fuel Cell Commercialization (2) CountryAuto- makers Mark
et Entry R&D PartnersCountry MOU Current Status
GermanyDaimlerAs early as 2017 Daimler, Ford, and Nissan agreed to
share costs equally on the development of a common fuel-cell stack
and other systems UK, US 200 FCVs leased in Germany and US
Copyright 2014 by Noriko Hikosaka Behling 31 Mercedes-Benz B-Class
F-Cell Mercedes Benz B Class F-Cell Length3.84 m Width1.764 m
Height1.593 m Power100 kW Range250 miles
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Copyright 2014 by Noriko Hikosaka Behling German Fuel Cell
Commercialization (3) 32 Germany UK UK Denmark Germany Swiss
Germany Swiss Germany
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German Fuel Cell Commercialization (4) Copyright 2014 by Noriko
Hikosaka Behling33 SFC Energy (Germany, DMFC) Intelligent Energy
(UK, PEMFC) CFCL (Australia/Germany, SOFC)Heliocentris (Germany,
PEMFC) Proton Power System (Parent of Proton Motor Fuel Cell)
(Germany, hydrogen manufacturing, PEMFC)
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Global Fuel Cell Market Overview Copyright 2014 by Noriko
Behling Asia - Japan and South Korea Dominant Player Residential
CHP & larger MCFC and PAFC systems Fuel Cell Today, 2013
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Global Patent Overview Copyright 2014 by Noriko Hikosaka
Behling35 2008 and 2009 date may not reflect the real data due to
the time delay in reporting. Analysis by Japan Patent Office, April
2012 based on data from Derwent World Patent Index Ranking Order:
Japan, South Korea, US, and Europe Fuel Cell Patent Application
Analysis: 2005-2009 Japan Patent Office, 2012
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Global Patent Overview (6) Copyright 2014 by Noriko Hikosaka
Behling36 Number of granted patents by country 2010-2013 Top 10
Fuel Cell Patent Assignees by Country 2008-2013 CEPGI data
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Thank You for Your Attention! Noriko Behling 703-893-1569
[email protected] www.norikobehling.com Thank You for Your
Attention! Noriko Behling 703-893-1569 [email protected]
www.norikobehling.com Copyright 2014 by Noriko Hikosaka
Behling37