What's also important... TICKER (week 33)

India: HydrogenPro and Thermax plan to collaborate on major H2 projects +++ Germany: Linde is building another electrolysis plant in Leuna +++ UK: ITM Power delivers a 20 MW electrolyzer platform to MorGen Energy +++ Germany: Linde and Mainz municipal utility extend hydrogen cooperation +++ Scotland: Element 2 orders a mobile hydrogen station from HRS +++ Canada: Ballard Power supplies fuel cell propulsion systems for Samskip ships +++ Netherlands: Government funds eleven hydrogen projects with €700 million

A selection of PtX topics summarized at the end of the week

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(India) Norwegian hydrogen systems provider HydrogenPro ASA and Thermax Ltd. have reached an agreement under which the Pune-based engineering conglomerate will develop and manufacture key systems and components for the HydrogenPro electrolyzer. Thermax will receive exclusive rights in India for the supply, installation, commissioning, and after-sales service of alkaline electrolyzer systems based on HydrogenPro technology and will establish a stack test station in Pune. The collaboration will enable Thermax to offer integrated end-to-end solutions for green hydrogen, including the supply of electrolyzer systems and turnkey project execution on an EPC (Engineering, Procurement, Construction) basis. Furthermore, Thermax and HydrogenPro intend to collaborate on market development. According to Jarle Dragvik, CEO of HydrogenPro, India, "with its strong development in renewable energy, is one of the fastest-growing hydrogen markets." The partnership with Thermax provides the company with "an important entry into the country and a solid foothold in the market." Thermax operates 16 production facilities in India, Europe, and Southeast Asia and has more than 45 Indian and international subsidiaries.

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(Germany) Industrial gas manufacturer Linde GmbH is building an additional electrolysis plant in Leuna (Saxony-Anhalt) to produce sustainable hydrogen. With a capacity of five megawatts, it will complement the existing plant and produce around 450 tons of the energy carrier annually, the company announced. Completion is planned for the end of 2026. The state of Saxony-Anhalt and the European Regional Development Fund (ERDF) are funding the project with a combined total of 4,3 million euros. The Leuna Chemical Park is home to a number of companies and research institutions, including the Fraunhofer "Hydrogen Lab" and the "Power-to-Liquid Fuels Technology Platform" of the German Aerospace Center (DLR).

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(UK) British company ITM Power Plc is set to supply its scalable, modular electrolyzer platform, dubbed "Poseidon," to MorGen Energy for the Milford Haven project in Wales. The project is being supported by the UK government under Hydrogen Allocation Round 1 (HAR1). With permits secured and commercial terms with stakeholders nearing completion, the project is "well on track" for a Final Investment Decision (FID). Construction is expected to begin before the end of the year, with the PEM electrolyzers scheduled to come online in 2027, according to previous plans. The 20-megawatt plant will be built on the site of a former refinery and will supply industrial clusters in Milford Haven, Port Talbot, and other locations in Wales. MorGen Energy is developing large-scale green hydrogen systems, from production and distribution to consumption. In addition to the Welsh plant, the company is working on a gigawatt project for Njordkraft in Esbjerg, Denmark. Furthermore, MorGen is building a network of hydrogen refueling stations along major transport routes in Germany. The Swiss company MorGen Energy AG operates in several countries and was formed in October 2024 from the merger of H2 Energy Europe, a joint venture between H2 Energy and the commodities trading company Trafigura Group Pte., and its subsidiary Mint Hydrogen, a developer and operator of green hydrogen refueling stations.

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(Germany) Industrial gas supplier Linde GmbH and Mainzer Stadtwerke AG are modernizing the facilities at the energy park in Mainz-Hechtsheim. The site uses electricity from renewable energy sources to produce hydrogen, which is partially fed into the local natural gas network and also used for fuel cell vehicles. The existing cooperation agreement has been extended for another 15 years. According to the companies, over the next two years they will replace the ten-year-old electrolyzers with PEM electrolyzers with a total capacity of nearly five megawatts. The existing hydrogen filling station will also be modernized, and the pressure increased from 200 to 300 bar. This will lead to lower hydrogen transport costs and greater plant efficiency. Due to process requirements, the compressor and hydrogen drying system will also need to be rebuilt on-site, and adjustments will be necessary for the new trailer filling station, as well as the electrical, measurement, control, and regulation technology. The project is being funded by the German Federal Ministry of Transport and Digital Infrastructure with €2,5 million. Commissioning is planned for 2027.

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(Scotland) French company Hydrogen Refueling Solutions SA (HRS) and Element 2 Ltd. have signed a letter of intent for the supply of a hydrogen refueling station. HRS will design, build, and install the station, named "HRS14," in Glasgow. The station will have a capacity of 14 kilograms per hour. It is described as "easy to dismantle and transport" and can be set up and commissioned at new locations within ten days. Element 2 plans to build a large-scale network of hydrogen refueling stations in the UK and Ireland, with 50 stations to be installed over the next five years. Glasgow would be the fourth location supplied by HRS in the UK. Element 2 has also ordered another HRS station for Teesside Airport, scheduled for installation in September 2024.

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(Canada) Ballard Power Systems Inc. is supplying 6,4 megawatts of PEM fuel cell propulsion to Hamburg-based eCap Marine GmbH. The 32 "FCwave" motors, each with a power output of 200 kilowatts, will be installed on two container ships belonging to the formerly Icelandic, now Dutch logistics group Samskip, which operates primarily inland waterway routes and vessels on short sea routes. The ships will operate between Norway and the Netherlands. Delivery of the motors is planned for 2025 and 2026. The order is being supported by the Norwegian government's economic development agency, Enova SF, with an undisclosed amount of funding.

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(Netherlands) The Dutch government is funding eleven projects for the construction of large-scale electrolyzers with a total of €700 million as part of the recently completed second round of its funding program for large-scale hydrogen production using electrolyzers (OWE). This funding will enable companies to install plants with a capacity of approximately 602 megawatts. OWE funding reduces the cost gap ("unprofitable top") between the production of green hydrogen and fossil-based hydrogen for businesses. The winners are Air Liquide Industrie (Rotterdam), Circul8 Waterstof Fabriek (Lelystad), Den tol duurzaam (Gendringen), Essent Hydrogen (Deventer), Eurus Energy Europe (Veendam), FR Energyhubs (Steenwijk), HyCC (Delfzijl), Statkraft Renewables Benelux (Den Helder), Uniper Hydrogen Netherlands (Rotterdam), Vattenfall (Eemshaven), and Westfalen Waterstof (Zutphen). A total of around one billion euros was available for this second funding round, of which only 700 million euros will be disbursed because some projects proved unfeasible. The auction was three times oversubscribed, with applications totaling 3,2 billion euros. The average funding amount is 1,78 million euros per megawatt of electrolyzer capacity. Companies have until mid-2030 to complete their projects.

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Photos
iStock / © Danil Melekhin