1 / 30

Shell Renewables & Hydrogen Tim O’Leary External Affairs

Shell Renewables & Hydrogen Tim O’Leary External Affairs. Wind farms - operational. Solar marketing operations. Solar production facilities. A global presence. Shell Renewables: 1,100 employees 90 Countries. Why Shell?. Shell is an…. Energy, Mobility and Petrochemicals Co. Wind.

jason
Download Presentation

Shell Renewables & Hydrogen Tim O’Leary External Affairs

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Shell Renewables & Hydrogen Tim O’Leary External Affairs

  2. Wind farms - operational Solar marketing operations Solar production facilities A global presence Shell Renewables: 1,100 employees 90 Countries

  3. Why Shell? Shell is an…. Energy, Mobility and Petrochemicals Co.

  4. Wind Solar Shell’s Vision for Future Energy Products The Future Energy Mix • Cleaner crude-based fuels – gasoline and diesel • Clean hydrocarbon liquids derived from natural gas (GtL technology) • Compressed Natural Gas (CNG) • Liquefied Petroleum Gas (LPG) • Bio-fuels • Bioesters • Ethanol • Shell Solar • Shell Wind • Shell Hydrogen

  5. Shell Renewables • Renewables are the fastest growing source of primary energy • Most comprehensive “new energy” portfolio in the industry • Sufficient to meet energy requirements of entire planet • Could supply a third of primary energy by 2050 • Shell’s invested over $500 million in 5 years to 2002 • Investing further $500 million to 2005

  6. 1990-2000growth (% pa) 10 8 6 4 2 0 Coal Oil Gas Hydro Nuclear Renewables -2 Faster growth than conventional energy...

  7. 1990-2000growth (% pa) 25 20 15 10 5 0 Solar PV Solar Thermal Wind Biomass Biofuels Geothermal …with fastest growth in wind and solar

  8. Total primary energy:114’000TWh/year PV Gas Wind Hydro Solarthermal Nuclear Renewables Bio-mass Oil Geo-thermal Coal Biofuels A small but growing share of primary energy Renewables: 1’100TWh/year Energy mix

  9. Solar PV Wind Biomass Solar Thermal Geothermal Biofuels 0 5 10 15 20 25 30 Source: Shell Projected growth 2000 - 2010 (%pa) Continued strong growth ahead

  10. What Shapes Long Term Energy? • The contributors • By 2050 • demography: 8-10 billion people • incomes: average $15-25k/capita • urbanisation: 80% living in cities • liberalization: markets increase possibilities • demand (2-3 times increase)

  11. US Australia EU Korea Japan China Mexico India Brazil Thailand Climbing The Energy Ladder A Continuously Changing Relationship GJ/capita • +$25k/capita:little extra energy needed. 350 300 • +$15k/capita: • services start to dominate growth. • +$10k/capita:industrialization near complete. 250 200 150 100 • +$5k/capita:industrialization and mobility take off. 50 0 0 5 10 15 20 25 30 35 GDP/capita (‘000 1997$ PPP) Source: IMF, BP

  12. Shell’s Views on Climate Change • Shell shares the widespread concern that GHGs from human activities are leading to changes in the global climate. • We support the aim of stabilizing concentrations of greenhouse gases in the atmosphere. • We believe action is required now. Shell has exceeded its ‘02 target to reduce emissions by 10% (vs ‘90); We support: • A stable, moderate and widely inclusive policy regime • New lower carbon technologies • International cooperation and international agreements • Involving developing countries • Flexible market mechanisms like “cap and trade” systems • Efficient energy use by consumers • NG as an enabler to lower carbon intensity economic growth. • A “well-to-wheels” perspective of emissions

  13. Climate Change • “sea ice in the Arctic is declining at a rate of nine percent per decade” • “the rate of warming in the Arctic over the last 20 years is eight times • the rate of warming over the last 100 years” • UNFCCC (1992) and Kyoto Protocol (1997) aiming to address the issue http://www.gsfc.nasa.gov/topstory/2003/1023esuice.html

  14. Renewable Resources are Adequate to Meet all Energy Needs GJ per capita 1000 800 600 Hydro 400 Wind Solar 200 DemandRange Geothermal Biomass 0 FSU Asia Total Africa Middle East & N.Africa Europe N. America S. America Source:adapted from UN 2000, WEC 1994, and ABB 1998. Figures based on 10 billion people.

  15. Wholesale electricity price Consumer electricity price Electricity peak price Ocean Thermal Tidal Solar PV Ocean Wave Biomass Geothermal Wind Small Hydro 0 10 20 30 40 50 60 Unit cost ($cents/kWh) Japan US Germany Renewables already compete with retail power Depending on renewable resource availability!!!! cost competitiveness (excluding subsidies)

  16. Shell Solar • Supplied over 20% (+350MW) global installed solar capacity • Historic Leader in U.S. with approx. 25% market share • Asia Pacific office established in 1981 • Leading PV supplier in China • Applications range from rural village projects to 5MW project on a brownfield in Germany • 1300 people across 75 countries

  17. Shell Wind • US/EU focus - No. 2 Wind player in the U.S. • Serving almost 100,000 U.S. homes • 8 wind parks: 500 MW capacity • 35% CAGR over the past five years • Growth momentum dependent on extension of support regimes

  18. RoW USA Other Europe Spain Germany Denmark Wind market growth Installed Wind Capacity (in GW) 35 30 25 20 15 10 5 0 1998 1999 2000 2001 2002

  19. 25 Onshore Offshore 20 15 10 5 0 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 Future cost competitiveness of wind energy Cost of wind-generated electricity($¢/kWh) Market price for physical power for a site with 8-9 m/s average annual wind speed

  20. Shell WindEnergy Operational Projects • End 2003 installed capacity = c. 500 MW Harburg Germany 4MW White Deer Texas 80MW Blyth Offshore UK 4MW Cabazon Pass California 41MW Whitewater Hill California 60 MW Rock River Wyoming 50MW

  21. Shell’s strategy for renewables / hydrogen • Renewables have made significant progress over past decades and show strong potential for the future. • Positioning for rapidly changing market - focusing on commercial renewables…progressing Hydrogen, Hot Fractured Rock, biofuels • Building on distinct experience / capabilities • Potential can only be realized by governments and private sector working together.

  22. Why Hydrogen? • Hydrogen is a convenient energy storage medium (not a primary source of energy) • Hydrogen is clean – in either ICE or Fuel Cell or in Power Generation • Can be used to store energy from intermittent sources like wind, solar, geothermal • Can be produced from fossil fuels and biomass via chemical conversion processes • Can be produced from renewable sources via electrolysis

  23. Shell is already experienced in producing and handling H2 • Experienced at H2 production: Shell is experienced in the safe and productive handling of H2 & traditional fuels • Shell is the 4th largest producer of hydrogen and has been producing H2 for over 40 years • Shell is leveraging the most cost-effective, safe and available infrastructure to address the security, supply and responsible acceleration of the hydrogen industry • Shell is well connected to advance a greener hydrogen economy via Wind, Solar

  24. Technical issues to be addressed for a transportation based on hydrogen High Inexpensive on-board storage Reduced Platinum load Cold start & freezing Keeping membrane humid Negative impact if not solved Packaging FC system in car Packaging H2 storage volume - conformable tanks Electrode Poisoning Medium temp. Metal hydrides with > 6 wt% H2 Non precious metal catalyst Low High Low Remaining technical hurdles

  25. Hydrogen Refueling Demo’s • Japan • Iceland • Europe • North America

  26. Our Vision for H2 Market Takeoff • Growth of H2 Market will depend on funding the transition to mass production • Dependent on public policy developments – incentives • Future landscape is being shaped now • Players developing H2 policies and positions • Historical examples • Personal computers • Mobile phones

  27. Shell Hydrogen Vision • Stand alone projects – hydrogen-fuelled buses out of depots (e.g. Amsterdam and Luxembourg) • Second generation sites, with public access, but separate from existing fuel stations (e.g. Iceland station) • Fully integrated hydrogen and gasoline fuel stations (e.g.Benning Road Shell Station in Washington DC) • Within next 5 years – Lighthouse projects: integrated stations within mini-networks • 2010 – 2020 connecting the mini-networks with corridors and filling the white spaces

  28. Area covered by 100 km distribution around production site 800 km A new approach: Mini Networks Area covered by 100 km distribution around production site Area covered by 100 km distribution around production site

  29. Shell – positioning for the future Wind Powering hundred of thousands of homes with Wind energy. Hydrogen Developing tomorrow’s hydrogen infrastructure. Liquid Natural Gas Gas to liquids Gas supply Solar PV Making the world’s most energy efficient commercial solar panels. Natural gas World leader in LNG; Making cleaner transport fuels with ‘gas to liquids’ technology. Geological sequestration Partnering in research and development initiatives Bio-products One of the world’s largest bio-fuel users today; Researching advanced bio-products for tomorrow.

More Related