Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen

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Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Hydrogen and Fuel Cell
Research Challenges and
Opportunities – An
Industrial Perspective
Live Workshop

26 February 2021 11:00-15:30 (GMT)

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Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
CHAIR

Professor Nigel Brandon

Director, H2FC Supergen Hub
Dean of Engineering
Imperial College London

                              2
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
CO-CHAIR

Professor Anthony Kucernak

Professor of Physical Chemistry
Imperial College
London/Bramble Energy Ltd

                              3
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Session 4 –
Fuel Cells for Transport
and Stationary Power

26 February 13:30-15:30 (GMT)

http://www.h2fcsupergen.com/uncategorised/h2fc-
workshop-hydrogen-fuel-cell-research-challenges-
opportunities-industrial-perspective-25-26-february//
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Hydrogen and Fuel Cell
Research Challenges and
Opportunities – An
Industrial Perspective
Session 4 - Fuel Cells for
Transport and Stationary Power
25/02/2020
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Professor Anthony Kucernak

H2FC Lead in polymer electrolyte
fuel cells and electrolysers
Professor of Chemical Physics,
Department of Chemistry,
Imperial College London
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Lots of market interest in fuel cell companies due
to re-emergence of the “Hydrogen economy”
      Plug power

      Ballard

      Bloom

      Ceres

                                                     7
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Fuel Cell Market

                    Compound annual
                    growth rate: ~48%

                                                              2020: ~ 1.35 GW
                                                                 (E4Tech)

                                                                                    E4Tech: The Fuel Cell
                                                                                    Industry Review 2019
    News Releases
    Bosch Collaboration With Ceres Progresses To Mass Production Of SOFC Systems, Dec 2020
    Bramble Energy secure £5m Series A investment. August 5, 2020
    Cummins Inc. entered in agreement to acquire Hydrogenics Corp. June 28, 2019
    - US$290M paid to Hydrogenics or US$15 per share
8   Bosch and Powercell will work together to develop mass production of PEM. April 29, 2018
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Fuel Cell transportation
•   Longer distances, higher
    duty cycles
•   Reduced cost will speed
    uptake
    •    50% of stack cost is
         Platinum catalyst
Hydrogen and Fuel Cell Research Challenges and Opportunities - An Industrial Perspective - Live Workshop - H2FC Supergen
Technical hindrances to rollout

• Manpower – scientists and engineers

• Reducing amount of platinum for PEMFCs
  • Thrifting and higher activity materials
                                                                    2017   2020      ULTIMATE
                                              DOE TARGETS
• Improved systems efficiency and power       Peak energy
                                                                    STATUS TARGETS   TARGETS

                                                                    60     65        70
                                              efficiency / %LHV
                                              Power density / W/L   640    650       850
                                              Specific power W/kg   659    650       650
• Improving ability to manufacture systems    Cost $/kWnet          53     40        30
                                              Pt Loading mg/cm-2
  at large scale                                                    0.4    0.17      0.05

  • Reduced system costs

                                                                                            10
Precious metal usage for low temperature fuel cells

 • Majority of PGMs in South Africa
 • Ultimate recoverable resource of PGMs
       • 216 ktonne
 • Current uses of PGMs in transport
       • ~ 0.05 g/kW for a Euro VI engine
       • 0.25 g/kW in Toyota Mirai FCV
 • Continuing pressure on reduction in platinum
   loading and improved catalysis

Securing Platinum-Group Metals for Transport Low-Carbon Transition, One Earth 1 ,   11
117–125, September 20, 2019, https://doi.org/10.1016/j.oneear.2019.08.012
60wt% Pt/C

        Growth in delivery of fuel cell systems                                                                                                                     10mgPt cm-2

   • PGMs are not likely to be a constraint for the mass
     deployment of FCVs at the global level
Barriers to production of fuel cells – Rapid scale-
        up of production
• Use ubiquitous already existing manufacturing approaches and
  adjust chemistry
• PCB industry is $65B/year, and low cost
      • Allows fuel cells with reduced part count
• BUT copper does not survive under fuel cell conditions

• Developed electrically conductive anti-corrosion layer

                                                                                                                        Number of fuel cell stack components
                                                                                                                                                               140
      • Can be applied in PCB manufacturing line                                                                                                               120
                                                                                                                                                               100

      • A single PCB factory can manufacture 5 GW of fuel cell                                                                                                 80
                                                                                                                                                               60

        modules per year using Brambles patented technology                                                                                                    40
                                                                                                                                                               20
                                                                                                                                                                 0
      • Thousands of PCB factories in the world                                                                                                                            PCBFC™ 200 W              Traditional 200 W Fuel cell
                                                                                                                                                                                        Type of Fuel Cell
                                                                                                                                                                 Fuel Cell component                   Tie bolts
                                                                                                                                                                 Tie bolts insulators                  PCB components
                                                                                                                                                                 Seals                                 Graphite plates
Brett, Kucernak, “Fuel cell comprising at least two stacked printed circuit boards with a plurality of interconnected
fuel cell units”, 1103590.4 GB 01 March 2011
Kucernak, “Fuel Cell”,1207759.0 GB 03 May 2012                                                                                                                                                                              13
Kucernak and Lapinski, “Corrosion Protection Coating for Electrochemical Devices ”, 1207759.0 GB 03 May 2012
Improved manufacturability
• 2009-2013 EPSRC Project
• Imperial-UCL – Prof. Dan Brett
• Carbon Trust Project (2012)
• Supported through Innovate UK
  and H2FC Supergen
• Fast design cycle
• https://www.brambleenergy.com

                                   14
Summary
• Fuel cell industry growing quickly, urgent need for more manpower
• Technology is “good to go” now, but future improvements will drive cost
  down and increase market penetration
• Fundamental understanding of processes is leading to new
  improvements in technology
• H2-PEM fuel cells for stationary power generation

• Session speakers
   •   Richard Cartwright, AFC Energy
   •   Ben Todd, Arcola Energy
   •   Chris Evans, Ceres Power
   •   Hugo Spowers, Riversimple Holding Ltd
• 14:45 - Interactive topic discussion in small break out room groups

                                                                            15
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Speaker Introductions

Professor Anthony Kucernak     Richard Cartwright        Ben Todd         Chris Evans            Hugo Spowers
   Professor of Physical     Fuel Cell Team Leader   Founder and CEO   Director of Product   Hydrogen & Heat Leader
        Chemistry                 AFC Energy           Arcola Energy      Management         Riversimple Holding Ltd
      Imperial College                                                    Ceres Power
London/Bramble Energy Ltd

                                                                                                                  17
SPEAKER

Richard Cartwright

Fuel Cell Team Leader
AFC Energy

                        18
Solidifying progress
to AEMFCs

H2FC Supergen workshop

26.02.2021

Richard Cartwright
www.afcenergy.com
Introduction to AFC Energy
  Background to the company

• 30+ employees, expanding rapidly to accelerate
                                                         HydroX-Cell(L)®     HydroX-Cell(S)®        AlkaMem®
  development of ALKAMEM®, HydroX-Cell(S)® and
  deployment of HydroX-Cell(L)® systems.                 Alkaline Fuel Cell Alkaline Fuel Cell
• Historical focus on liquid electrolyte AFC for large             Modular stack 10kW
  scale industrial applications (FCHJU project                                                   Initially developed
                                                            Scalable to multi MW applications
  POWERUP)                                                                                        for solid AEM-FC
                                                                  Accepts low grade H2
• Recent focus on EV charging and temporary                                                          Low cost
  power applications.                                          Zero greenhouse emission
                                                          Liquid electrolyte   Solid membrane    Multiple additional
                                                             Stationary         Stationary and      applications
                                                                                    mobile       including; alkaline
                                                            Available now       Available 2022   water electrolysis,
                                                                                    (target)     electrodialysis etc

                                                                                                                  20
Key Addressable Markets
• Today - Stationary                       • Tomorrow – Stationary and Mobile

                       Rapid EV Charging                Ports                   Maritime

                                                        Mining                  Rail

                       Construction

                                                        Data Centres

                   Temporary Power
                                                        Remote communities

                                                                                       21
EV charging – Keeping up with the EV rollout
• Within cities, the grid cannot support the expected uptake of
  EVs
• On long journeys, the cost of upgrading many remote
  service stations to manage rapid charging is prohibitive –
  especially when demand cycles are unknown.
• Portable emission free charging is key for expansion of rapid
  charging across the country.
• AFC is contributing to the EV rollout in this manner, while in
  the future targeting transport applications with our AEMFC.

                                                                   AFC Energy’s Hpower-20 EV charging system

               EV fleet data from ZAPMAP                                                                       22
EV charging – Extreme – E

  • 5 races in 2021 season
  • 40kW fuel cell system to charge Odyssey 21 EVs.
  • System en-route to Saudi Arabia for race 1.
  • The event will act as a showcase for fuel cells and other
    renewable tech.
  • Hydrogen electrolysed and stored on site.
                                                                                         AFC Energy’s
  • Data generated on hydrogen tech operated in extreme                                  Hpower-40 EV
    environments – hot, cold, dry, humid, high altitude.                                   charging
                                                                                         system on the
                                                                                           St Helena

                                                                      Location            Date
                                                                Saudi Arabia – Desert   03/04/2021
 H2 production                Fuel cell
                                                                  Senegal – Ocean       29/05/2021
                                                                 Greenland – Arctic     28/08/2021
                                                                  Brazil – Amazon       23/10/2021
                 H2 storage               Battery / inverter     Argentina – Glacier    11/12/2021

                                                                                                     23
Diesel genset displacement
• Makes commercial and logistical sense to be fueled on cracked
  ammonia, rather than pressurised hydrogen cylinders.
• Ammonia is cheap and widely available – we are actively seeking
  sources of green ammonia at scale.
• AFC is also involved in supporting and testing other methods of
  hydrogen storage and we are keen to continue to do so.

                                                                    Image of diesel generator

Render of 160kW system                                                                          24
HydroX-Cell (L) CO2 and KOH – friend or enemy?
• AFC is developing a way of capturing the CO2 that is absorbed by
  system.                                                               CO2 scrubber

• Alkaline fuel cells can remove up to 2-3% of the CO2 that would                           Fuel cell air exchange
                                                                                                  chamber r
  have been produced by a diesel generator and become CO2
  negative at point of use.
• Historically, AFC Energy has employed an in-line CO2 scrubber,
  which works well, but for certain temporary power applications, the
  electrolyte itself can act as a scrubber.
• Electrolyte can be changed out or regenerated as required.
• We are open to alternative innovations for capturing CO2 and          Atmospheric
                                                                           air in

  utilising CO2 containing material.

                                                                          Layout of a typical air scrubbing system

               HydroX-Cell (L)® stack
                                                                                                                     25
HydroX-Cell(S)®                               AEM vs. PEM
                              Electron flow                                                                            Electron flow

                                                                       Humidified membrane
                                  Load                                                                                     Load

                                                         Oxygen in (humid)               Hydrogen in (humid)                                      Oxygen in (humid)
Hydrogen in (humid)

                                                        ORR at cathode                                                                            ORR at cathode
                                                        ½ O2 + 2H+ + 2e- → H2O                                                                    ½ O2 + H2O + 2e- → 2OH-

HOR at anode                                                                     HOR at anode
H2 → 2H+ + 2e-                                                                   H2 + 2OH- → 2H2O + 2e-
                                                         Oxygen and water out
                                                                                      Hydrogen and water out

                      Anode                   Cathode                                                          Anode                    Cathode     Water molecule
                               H+ transport                                                                             OH- transport

                                  PEM                                                                                      AEM                       Hydroxide ion

                                                                                                                                                     Hydrogen ion
             • AFC is committing staff and resource to facilitate deployment in 2022.
             • Wide knowledge base from PEM research to be built upon.                                                                            Hydrogen molecule
             • Major differences include catalyst selection, membrane chemistry, water management.
                                                                                                                                                  Oxygen molecule

                                                                                                                                                                      26
Summary of opportunities for innovation

                                          27
Ammonia and other storage strategies

                                   Collaboration opportunities

                                   Ammonia
                                   • Ammonia is easy to source, cheaply, with a mature
                                     distribution network, green ammonia is not.
                                   • Cracking technology – space in the market for a UK
                                     based supplier
                                   • Direct ammonia - academic support for catalyst/GDE
                                     development required to pursue this, low commercial
                                     priority currently.
                                   • Avoiding ammonia emissions after the fuel cell
                                   Other
     Large scale ammonia storage   • AFC always keen to work with academic and
                                     industrial partners all the way along this supply chain.

                                                                                           28
HydroX-Cell      (L)®

                               Collaboration opportunities
                               Stack
                               • Separator material to reduce KOH gap – KOH
                                 provides barrier to gas crossover so does not need to
                                 be continuous structure.
                               System
                               • Refine method for regeneration of CO2 containing
                                 KOH.
                               • Space for collaboration with carbon capture
                                 technology.
                               • Analysis of data generated in extreme environments.
                               Supply chain
                               • Cleaner sources of materials – non petrochemical
                                 carbon etc. recycled materials: plastics, metals.
     Extreme – E 40kW system

                                                                                     29
HydroX-Cell         (S)®

                                     Collaboration opportunities

                                     GDE
                                     • New catalyst materials to fully exploit alkaline nature
                                       of reaction, that may not have found application in
                                       PEM or other fuel cell types.
                                     • Advanced analysis/diagnostics of MEAs (GDE and
                                       catalysts) pre and post ageing, porosity, XPS, ICP-
                                       MS
                                     • Development of CCM methodology.
                                     Stack
                                     • Adapt PEM stack knowledge base to work for AEM
                                       e.g. design, materials, supply chain.
                                     • Full computational characterisation of fuel cell and
    Use cases for HydroX-Cell (S)®     stack, alongside advanced in situ analysis.

                                                                                                 30
ALKAMEM

                                       Collaboration opportunities

                                       Testing and development of membrane for other
                                       applications:
                                       • Electrolysers
            ALKAMEM® film              • Desalination
                                       • Membrane separation
                                       • Gas humidification
                                       • Electrodialysis
                                       • Flow batteries

   Large scale alkaline electrolysis
                                                                                       31
Thank you for your attention
 • rcartwright@afcenergy.com

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                       @H2FCSupergen and YouTube        www.h2fcsupergen.com
SPEAKER

Ben Todd

Founder and CEO
Arcola Energy

                  33
Arcola Energy
Technology Solutions
 H2FC Innovation Workshop for Industry

 February 26th 2021

Dr Ben Todd
CEO at Arcola Energy
Arcola Energy

● Systems engineering company and
  Tier 1 supplier in hydrogen, fuel cells
  and batteries
● Strong project development
  capabilities for deployment of
  hydrogen and fuel cells in the UK
                                            A leading UK specialist in
● Collaborative relationships with            hydrogen and fuel cell
  international network of suppliers,        integration, focused on
  partners and customers                      zero-emission heavy-
● Breadth & depth of knowledge -                  duty vehicles
  catalyst to fleet, low & high
  temperature
● Transport, stationary and portable
  power - 1W to 1MW
● Focus on Quality, Safety &
  Compliance

                                                                         35
Current Activities

● Off-road – machines for construction and mining
● Trains – regional and suburban applications
● Buses – first market is UK double-deck, next steps Single Deck and coach
● Trucks
  ○ Vehicles for urban/municipal duties, especially refuse collection - partnerships with city
    authorities and waste companies
  ○ Evaluating urban distribution market and use cases

                                                                                                 36
Systems Integrator & Tier 1 Supplier

                                                                       ● Systems engineering company and Tier 1 supplier in
                                                                           hydrogen, fuel cells and batteries
                                                                       ● Strong project development capabilities for deployment
                                                                           of hydrogen and fuel cells in the UK
                                                                       ● Collaborative relationships with international network of
                                                                           suppliers, partners and customers
                                                                       ● Breadth & depth of knowledge - catalyst to fleet, low and
                                                                           high temperature
                                                                       ● Transport, stationary and portable power - 1W to 1MW
                                                                       ● Focus on quality, safety and compliance

Internationally recognised as a leader in delivering market-ready fuel cell and hydrogen solutions
                                                                                                                                     37
Arcola Energy
Technology Platform

                      38
Fuel Cell Electric Vehicle (FCEV) Powertrain

                                               39
Arcola Energy Full Vehicle Engineering Capabilities

                                                      40
A-Drive Hydrogen Fuel Powertrain Platform

                                                  ● Built around proprietary control system designed specifically for fuel cell
                                                    electric powertrains. System is responsible for sub-system control and
                                                    overall energy management to achieve efficiency, sub-system lifetime
                                                    and functional safety.
Arcola’s proprietary A-Drive hydrogen fuel cell
powertrain system replaces the conventional       ● Deep knowledge of subsystems, including hydrogen storage, fuel cell
diesel engine and drivetrain, to deliver a
                                                    and battery systems, high voltage system and thermal management.
production-ready
solution
                                                  ● Remote monitoring and diagnostics to continually improve model-based
                                                    control approaches and to predict maintenance requirements.

                                                  ● Adaptable to multiple vehicle platforms

                                                  ● Reducing cost and development time

           Accelerating the deployment of H2FC zero-emission transport
                                                                                                                                  41
A-Drive Platform

                   42
Powertrain Modelling

                       43
Powertrain Modelling Process

                               44
Remote Data Monitoring Platform
  ● Vehicle monitoring device
    ○ Physical connections and data layer
    ○ Local storage and buffering

  ● Message broker and bridge

  ● Web server
    ○ Visualisation
    ○ Technology stack and database
    ○ Accounts

  ● Vehicle data

                                            45
Engineering Approach

                       46
Systems Engineering Approach

                               47
Powertrain Design Considerations
 ● How much power and energy needed for a given
   vehicle on a given route?

 ● What battery / fuel cell sizing options do we
   have?

 ● What trade-offs can we make to fit available
   space, budget, supplier constraints?

 ● What power management strategy should we use
   for my hybrid powertrain controller?

 ● How do we optimise efficiency and heat
   recovery?

 ● How do we optimise fuel cell and battery lifetime?

 ● How do we deliver traction?

                                                        48
Arcola-OEM Integrated Design Approach

                                        49
Industry Challenges

● Hydrogen storage optimisation:

   ○ How to store more hydrogen onboard in less space and weight in order to increase the range?,

   ○ What is the optimum approach for hydrogen storage on different carriers? Some considerations:

      ■ Infrastructure upgrade

      ■ Operational change i.e., duty cycle optimisation

● Refuelling time vs range. Often the case for hydrogen (less and faster refuelling), competitiveness against diesel is still
  a problem.

● System integration efficiency and power electronics.

                                                                                                                           50
Thank you
   Dr Ben Todd
CEO at Arcola Energy
   ben@arcolaenergy.com
     +44 7974 240 612

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SPEAKER

Chris Evans

Director of Product
Management
Ceres Power

                      52
•   High growth UK technology licensing
    company with global world-class partners
•   World leading Solid Oxide fuel cell
    technology – Imperial College
•   Unique IP ~50 Patent families + know
    how
Global power system and engine customers
                        •   Collaboration agreement

                        •   Commercial buildings

                        •   JV 2020 Electric Bus and
                            stationary power market
                        •   Manufacturing scale up/ Data
                            centre and commercial/Mass
                            production
                        •   Commercial Scale CHP
                        •   Power systems for Data
                            Centres

                        •   Stationary power applications

                                                            54
Fuel Cell Technology – The Basics

                                                                        1kW Stack

• A fuel cell is a power generation unit that produces an
  electric current from a chemical reaction
    • No combustion                                                                        Air &
    • Most efficient way to convert fuel to electrical power                               heat
                                                                                           out

• Results in clean air & less CO2
   • no particulates and no SOx and NOx emissions
   • Low to zero CO2 produced depending on fuel used
     (between a 30% and 100% reduction)
                                                                               Exhaust, water & heat out
                                                                                       DC power out

                                                               Fuel   Air in
An SOEC is the same thing running backwards                    in
                                                                                                   55
Changing energy landscape (opportunities for SOFC / SOEC)

                                                                   Today                                           2030                                       2050                              Take-aways:
                                                              Better use of Gas                    Electrification & Transition Gases                    Net-Zero-Carbon
                                                                                                                                                                                                1. Deep decarbonisation
                                                                                                                                                                                                   of industry and heavy
                                                                                                                                                                                                   transport requires large
                            Demand solutions

                                                                                                                                                                                                   amounts of clean H2
                                                Better insulation                                                         District heating                                  Electrified roads   2. Fuel-flexible (including
                                                                           Smart appliances
                                                                                                                                                                                                   H2) distributed
Level of Societal Change

                                                                                                                                                          Gas grid fully H2
                                High:

                                                                                                                                                       Distributed SOFC on H2                      generation makes
                                                  Distributed Generation                                       Electrified heating
                                                     SOFC (CHP option)                                       Distribution grid support                                                             sense in all scenarios
                                                                                      Electric cars                                                                           H2 planes
                                                                               Distribution grid support                                                                       SOEC
                                                                                                                                         Electrified industrial processes                          other than full
                                                                                                                                                                                                   electrification
                                                                                                H2 for HGVs & buses
                                                                                                H2 Range Extender
                                                                                                                                                                                                3. Shipping and aviation
                                                                 Electric HGVs & buses                                  H2 in industrial processes
                                                                                                                                                                                                   will rely on a low-carbon
                                                                 CNG Range Extender                                               SOEC                   Ammonia for shipping                      on-board fuel
                                                                                                                                                           SOEC + Haber
                                                                                                                                                                                                4. Making better use of
                            Supply solutions

                                                                                                                                                           SOFC on Ammonia
                                                                                High renewables penetration           Biomethane in HGVs                                                           fossil fuels (esp. Nat
                                                                                 SOFC w/ Balancing services        Biomethane Range Extender                           Bio-Energy + CCS            Gas) is a short-to-mid
                                 Low:

                                                                    Biomethane blend in gas grid                                                                                                   term driver only but
                                                                        Fuel-flexible SOFC                                                 Electricity storage
                                                                                                                                         SOEC/SOFC + H2 storage
                                                                                                                                                                                                   remains a strong one
                                               Coal to Nat Gas
                                                                                                            H2 blend in gas grid
                                                                                                                                                                                                   given the challenges of
                                                                                                                                                                         Aviation e-fuel
                                                                                       CCUS                 Fuel-flexible SOFC                                        SOEC + Fischer-Tropsch
                                                                                                                                                                                                   deeper de-carbonisation

                                                         Marginal gains                                                                                                                Net Zero
                                                                                                   Depth of De-Carbonisation
                                                                                                                                                                                                                       56
Support from academia

What are the big themes?                                   How to work with Ceres

• Longer (life), stronger (robust), higher (power)         • Partner, don’t compete
     • Life prediction                                     • Come and talk to us if you want a problem
     • Evolution of materials through time                 • Be IP savvy – think before you publish
     • Digitalisation in materials development
• Fuel diversity / flexibility
     •   Hydrogen in the gas grid (amount + variability)
     •   Ammonia / bio-gas / bio-methane
     •   Odorants, contaminants and removal
     •   Cheap gas composition sensing
     •   Other hydrogen carriers
• Industrial coupling
     • E.g. SOEC + Haber-Bosch

                                                                                                         57
Thanks
ceres.tech

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SPEAKER

Hugo Spowers

Hydrogen & Heat Leader
Riversimple Holding Ltd

                          59
Riversimple Movement

Influence of business model on fuel cell
development

26th February 2021

Riversimple.com
Twitter LinkedIn
Linear Powertrain

                    61
Network Electric Powertrain

                              62
The funnel of constraints

                            63
The funnel of constraints

                            64
Alignment of interests

                         2018

   1948

                                65
Alignment of interests

                         2018

   1948
  38mpg

                                66
Alignment of interests

                           2018
                         38.6mpg

   1948
  38mpg

                                   67
Alignment of interests

                                                    2018
                                                  38.6mpg

   1948
  38mpg

          We need to make efficiency profitable
                                                            68
Making efficiency profitable
“You never change things by fighting the existing reality.
       To change something, build a new model
       that makes the existing model obsolete”
                                      - Buckminster Fuller
                                                             69
The sale of product

                Selling a car:

                                       £
                 Only 40%              £
                                       £
         Of lifetime revenues to the
                manufacturer

                                           70
The sale of product

           Mobility as a Service:

                                       ££
                   100%                ££
                                       ££
         Of lifetime revenues to the    £
                manufacturer            £
                                        £
                                        £
                                        £
                                        £
                                        £
                                        £
                                        £
                                        £
                                        £
                                        £

                                            71
The economic barrier

         Selling service
                                                               Reward
                                                             of efficiency
            Selling cars

                           Typical supply chain cost curve

                                                                             72
A circular ‘Value network’ for fuel cells

                                Fuel cell stack
                                                  73
A circular ‘Value network’ for fuel cells

    Membrane Electrode Assembly (MEA)

                                            74
A circular ‘Value network’ for fuel cells

                   Platinum (Pt)

                                            75
A circular ‘Value network’ for fuel cells
              Mining company

              MEA supplier

              Fuel cell manufacturer

                                            76
A circular ‘Value network’ for fuel cells
              Mining company

              MEA supplier

              Fuel cell manufacturer

                                            £ per month

                                            p per km

                                                          77
A circular ‘Value network’ for fuel cells
              Mining company

              MEA supplier

                                            £ per month

                                            £ per month per hour
              Fuel cell manufacturer        run time
                                            £ for efficiency of H2
                                            to electricity

                                            £ per month

                                            p per km

                                                                     78
A circular ‘Value network’ for fuel cells
              Mining company

                                            £ per month

                                            £ per month per
              MEA supplier                  hour run time

                                            £ for efficiency of H2
                                            to electricity

                                            £ per month

                                            £ per month per hour
              Fuel cell manufacturer        run time
                                            £ for efficiency of H2
                                            to electricity

                                            £ per month

                                            p per km

                                                                     79
A circular ‘Value network’ for fuel cells
              Mining company
                                            £ per month per g

                                            £ per month

                                            £ per month per
              MEA supplier                  hour run time

                                            £ for efficiency of H2
                                            to electricity

                                            £ per month

                                            £ per month per hour
              Fuel cell manufacturer        run time
                                            £ for efficiency of H2
                                            to electricity

                                            £ per month

                                            p per km

                                                                     80
“We are called to be architects of the future –
not its victims”   Buckminster Fuller

                                                  81
Thank you

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Breakout group discussion - Fuel Cells for Transport and
  Stationary Power
 • Chair will assign someone to take NOTES - they can share the screen with others if useful.
 • 45 minutes discussion, then we’ll return to the main room to wrap up.
 • Use the CHAT function to capture more views

Group discussion guide

• Explore
    • What are the specific technological challenges in your product/service or research?

    • What would an ideal world look like? Which technologies do you think will be there in 10 years, 20 years?

    • What are the opportunities? What are the risks?

• Reflect
    • What could be done to improve the situation?

    • How can Industry and Academia collaborate better?

    • How can H2 demonstration projects feed back to academia and how can academia help to solve issues?

    • How could a National Hydrogen Programme help to develop this field further?
                                                                                                                  83
Discussion topic…
  Key observations from the discussion:

  (notes)

  Proposed next steps for Industry-Academia collaboration:

Very important! Please send notes at the end of the discussion to
h2fc@imperial.ac.uk                                                 84
Thank you
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