Siemens Energy Ag · XETR:ENR
Siemens Energy — Siemens Energy Hydrogen Day 2021
15 slides from Siemens Energy's conference presentation, Mar 19, 2021
Slide 1: Siemens Energy Hydrogen Day
Siemens Energy Hydrogen Day Christian Bruch, CEO March 19, 2021 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 2: Disclaimer
Disclaimer INFORMATION AND FORWARD-LOOKING STATEMENTS This document contains statements related to our future business and financial performance, and future events or developments involving Siemens Energy that may constitute forward-looking statements. These statements may be identified by words suc
Slide 3: Today's challenge: Green energy needs to travel from lowest cost regions to demand centers
Today’s challenge: Green energy needs to travel from lowest cost regions to decarbonize demand centers 36 Giga tons total energy-related emissions in 2019 10.2 Giga tons 5.3 Giga tons 2.6 Giga tons 1.7 Giga tons 1.1 Giga tons X.X – CO2-Emissions 0.7 Giga tons Least Most PV/wind resources for renewab
Slide 4: Sector Coupling: key lever for decarbonization of all end-user sectors
“Sector Coupling” Key lever for decarbonization of all end-user sectors Shares in global CO2 emissions by sectors The role of hydrogen – A versatile molecule Leverage green electricity in other sectors Share on CO2 emissions: 58% Share of Renewables: 11% Other 9% Buildings 6% Transport 25% Industry
Slide 5: Power-to-Fuel plants as missing link for electricity based fuels
Power-to-Fuel plants as missing link for electricity based fuels and utilization of existing liquid fuel infrastructure Renewables Power-to-Fuel Plant Liquid fuel Air traffic (on-grid/off-grid) Integrated plant infrastructure Approx. 9 Mio. Km air mileage CO2 Hydrogen storage OR Road transport Appro
Slide 6: E-fuels required to reduce CO2 emissions related to transport
E-fuels required to reduce CO2 emissions related to transport Source: Siemens Energy, IEA WEO-2020 Hydrogen Day | C. Bruch 6 2021-03-19 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 7: Boundary conditions are changing
Boundary conditions are changing Major green initiatives drive hydrogen related initiatives and investments GLOBAL Paris Agreement Clean Hydrogen Ministerial (CN, US, EU, NL, NO, IN, JP, SK, NZ, KSA) CHINA 14th 5-year plan JAPAN China Hydrogen Japan Climate UNITED STATES EUROPE Alliance Initiative B
Slide 8: Strong growth in green hydrogen production drives cost competitiveness
Strong growth in green hydrogen production drives cost competitiveness Announced clean hydrogen capacity through 2030 Hydrogen production pathways, including carbon costs Production capacity Production cost of hydrogen Mt p.a. USD/kg Projections as of 2020 6.0 Average location Announced1 Optimal loc
Slide 9: Attractive use cases for hydrogen by 2030
Attractive use cases for hydrogen by 2030 Close to commercialization Policy driven Required for USD/kg net-zero in 2030 Increased commercial viability 5.1 2.3 4.4 4.6 1.6 2.8 Commercial 2.3 2.2 2.2 viability only w/ 1.4 1.2 deep decarb 1.0 targets Refinery Ammonia Planes Trucks (synfuel) Mid-Size Ve
Slide 10: Three pillars to support our strategy
Three pillars to support our strategy Low- or zero-emission Transport of electricity Reducing CO2 footprint and energy power generation and storage consumption in industrial processes Hydrogen Day | C. Bruch 10 2021-03-19 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Ene
Slide 11: Decarbonization is a core component of our ESG Targets
Decarbonization is a core component of our ESG Targets WE ENERGIZE SOCIETY RESPONSIBLE OPERATIONS DECARBONIZING OUR BUSINESS SOCIETAL IMPACT Announcement High density H2 Coal ramp down Turbo compression 100% H2 fired >100MW gas turbine Blue Portfolio NextGen Silyzer 170kV Circuit Breaker FY21 FY23 F
Slide 12: We are a unique player in the hydrogen value chain
We are a unique player in the hydrogen value chain Siemens Energy AG Siemens Gamesa Gas and Power (“GP”) Renewable Energy (“SGRE”) Generation Industrial Transmission New 67% owned Applications Energy Onshore Offshore Central Distributed H2 enabled generation H2 compression Renewable connection H2 El
Slide 13: Our system competence makes us a partner of choice in development projects
Our system competence makes us a partner of choice in development projects Mobility Industry Energy Project Haru Oni (Patagonia, Chile), H2Future, voestalpine Braskem (Sao Paulo, Brazil), 2021 (Linz, Austria), 2019 2021 Application E-fuel for passenger cars Steel Steam and Electricity Product e-Fuel
Slide 14: Our electrolyzer portfolio scales up by factor 10 every 4–5 years
Technology expertise in Electrolysis Our electrolyzer portfolio scales up by factor 10 every 4 – 5 years 0.1 MW 1 MW 10 MW 100 MW 1,000 MW 2011 2015 2018 2023+ 2028+ Silyzer 100 Silyzer 200 Silyzer 300 Silyzer 300 plant Co-Development with Lab scale demo partners in verticals Biggest PEM cell in the
Slide 15: Our current focus
Our current focus Reference Applications partner network Automation of fabrication supply chain Technological improvements Hydrogen Day | C. Bruch 15 2021-03-19 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021