Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (March 2021)
14 slides from Siemens Energy's investor day presentation, Mar 19, 2021
Slide 1: New Energy Business: Large-scale PEM Electrolysis for Industrial Applications
New Energy Business Large-scale PEM Electrolysis for Industrial Applications Prof. Dr. Armin Schnettler March 19, 2021 2021-03-19 Siemens Energy is Siemens a registered Energy trademark is a registered licensedtrademark by Siemens licensed AG. by Siemens AG. Intern © Siemens Energy, 2020
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: New Energy Business
New Energy Business By enabling the green hydrogen economy, we lead the transition towards a decarbonized world together with our customers and partners Hydrogen Systems Power-to-X-Solutions Energy Consulting & Digital Services Industry grade Power-to- • Power-to-Hydrogen and Power-to- • Electrolyze
Slide 4: Focus on Proton Exchange Membrane (PEM) electrolyzer system technology
Focus on Proton Exchange Membrane (PEM) electrolyzer system technology Operational performance • Fast start-up and shut-down • Highest operational flexibility • Cold start capability Clean by nature • Highest hydrogen purity >99.9% • No aggressive chemical electrolyte • No contaminants – only water,
Slide 5: We are front runner in industrial scale PEM technology innovation
We are front runner in industrial scale PEM technology innovation based on our in-house expertise In-house Industry Scale Intellectual expertise design Property • Membrane Electrode • Vertical cell design: • Broad set of Patents: Assembly (MEA): • Specific cell frame material: • Patented GDL design:
Slide 6: Siemens Energy Electrolyzer portfolio scales up by factor 10 every 4–5 years
Siemens Energy Electrolyzer portfolio scales up by factor 10 every 4 – 5 years Silyzer portfolio roadmap 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 Large scale, modular design Lab scale demo ~130 kOH1 electrolyzer plants ~20 kOH
Slide 7: Silyzer – Full Module Array
Silyzer 300 – Full Module Array The next paradigm in PEM electrolysis Silyzer 300 17.5 MW Full module array plant power demand (24 modules) … >75.5% plant efficiency … and close-up of 6 modules (Linz plant) 24 modules to build a full module array 335 kg hydrogen per hour Hydrogen Day Hydrogen Day ||
Slide 8: German government funding drives innovation and development of electrolyzer production
German government funding drives innovation and development of electrolyzer production and technology H2Giga project draft accepted by Ministry of Education and Research Initiator Duration Status German Federal 5/2021 to 4/2025 H2Giga project draft Ministry of Education and accepted by BMBF – We lev
Slide 9: Prepared for delivery at Gigawatt scale
Prepared for delivery at Gigawatt scale Standardization, Modularization and Manufacturing Digital engineering 50 MW plant design based on Silyzer 300 Prefabricated group of 4 modules Silyzer 300 array system design • Standardized plant design based • Ramp-up of manufacturing towards a lean on modula
Slide 10: Strong partnerships facilitate NEB business success
Strong partnerships facilitate NEB business success Project-specific/technology partners Development of dedicated projects and coverage of complementary technologies in the PtH2/PtL value chain Partnerships with regional focus Strengthened regional market access and localized parts of the value crea
Slide 11: H2FUTURE
H2FUTURE A European Flagship project for generation and use of green hydrogen Project Use cases • Partner: VERBUND (coordination), Hydrogen for the steel making process voestalpine, Austrian Power Grid (APG), TNO, K1-MET • Country: Austria Supply grid services • Installed: 2019 6 MW • Product: Silyz
Slide 12: Haru Oni Pilot Project
Haru Oni Pilot Project First integrated plant for climate-neutral e-fuel production from wind and water Project Use cases • Customer: HIF (Highly Innovative Fuels) E-Fuel for Porsche cars • Off-taker: Porsche AG • Country: Chile, Patagonia Potential for adding Kerosene • Installation: 2021 or Diesel
Slide 13: Competitiveness to grey hydrogen expected by 2025
Competitiveness to grey hydrogen expected by 2025 based on large scale commercial projects in operation 16 US$/MWh wind power 1.5 green hydrogen US$/kg 6,000 OHs per year OHs: Operating hours | Assumptions: GW manufacturing, 100 MW electrolyzer capacity, scope w/o gas treatment/compression systems H
Slide 14: Conclusions: Why, What, How
• Green hydrogen is the second stage of Conclusions WHY the energy transition • Indispensable for decarbonization • In-house PEM electrolysis technology • Large Power-to-X solutions enabled by WHAT the full Siemens Energy competence • Digital twin and service concepts • Secure technology and cost le