EVOLOH has signed a supply agreement with a U.S.-based renewable energy developer for 0.5 GW of electrolyzer stacks. The supply is secured through a non-refundable deposit that applies to the purchase cost once EVOLOH completes its Lowell, MA, Manufacturing Center of Excellence. “This agreement is a recognition of the tremendous benefits of EVOLOH’s electrolyzer technology and manufacturing process and comes on top of more than 16 GW of signed intent for supply of Nautilus stacks and modules” said Dr. Jimmy Rojas, founder and CEO of EVOLOH. “Using only local supply chains for commodity raw materials, high-speed roll-to-roll processing, and the most power-dense stack design in the industry, EVOLOH can produce in a few weeks what would take other electrolyzer manufacturers months to supply,” Rojas added.
The supply agreement comes at the same time the company is commissioning a new pilot testing facility located at the company’s headquarters in Santa Clara, CA. EVOLOH moved into the 25,000 square-foot building in September of this year.
“In Santa Clara, we’re currently operating dozens of stations at power ratings of tens of kilowatts for pilot testing, and we’ll soon be able to test stacks for up to several hundred kilowatts,” said Rojas. To the testing capabilities in Santa Clara, EVOLOH is adding in 2025 a pilot facility in Lowell, MA, for factory acceptance testing of full stacks up to 1 MW in power consumption. Commercial demonstration projects of multiple megawatts are also in negotiation with several developers to be commissioned beginning in 2026.
BP, together with its partners, has reached financial close for two major carbon capture and storage (CCS) projects in Teesside in the north-east of England: the Northern Endurance Partnership (NEP) and Net Zero Teesside Power (NZT Power).
This follows the selection of nine contractors in March 2024 and gives the go-ahead for the projects to proceed to the execution phase.
NEP, through its CO2transport and storage system, will help develop and underpin a lower carbon future for industry in the region. NZT Power, a gas-fired power station with carbon capture and storage, will provide flexible low carbon power into the UK national power grid. The two projects will capture and transport millions of tonnes of CO2and are expected to support thousands of jobs through their construction and operation.
Felipe Arbelaez, BP’s senior vice president of hydrogen and carbon capture & storage, said: “The progress of these projects to financial close is a demonstration of the power of the private and public sectors coming together to deliver integrated low carbon energy projects.They will create value for the region, partners, customers and BP. The projects further demonstrate bp’s focused and value–driven strategy for hydrogen and CCS – delivered together with our partners while maintaining our disciplined capital-light model.”
Consistent with the high-grading of BP’s hydrogen and carbon capture plans, the projects form part of the 5 - 10 investments that BP expects to progress this decade. Both Teesside projects will be initially funded through optimal project financing, enabling efficient use of capital for both joint ventures and its partners.
Louise Kingham, BP’s head of UK, added: “These projects represent another step forward for BP’s overall investment plans in the UK. They harness the skills, talent and determination of an established industrial region and apply them to the UK’s own energy transition. We’re proud of the potential of these projects to help stimulate economic growth by supporting thousands of jobs and helping UK companies prosper through the vast supply chains involved, while creating the infrastructure to help major industrial companies with their decarbonisation plans.”
Energy Secretary Ed Miliband said: “This investment launches a new era for clean energy in Britain - boosting energy security, backing industries, and supporting thousands of highly skilled jobs in Teesside and the North East. This is the government’s mission to make the UK a clean energy superpower in action – replacing Britain’s energy insecurity with homegrown clean power that rebuilds the strength of our industrial heartlands.”
NEP, a joint venture between BP (45%), Equinor (45%), and TotalEnergies (10%), will be the CO2 transportation and storage provider for the East Coast Cluster (ECC) development. NEP’s Teesside onshore infrastructure will serve Teesside-based carbon capture projects – NZT Power, H2Teesside and Teesside Hydrogen CO2Capture. These projects were selected as first emitter projects within the East Coast Cluster by the UK Government’s Department for Energy Security and Net Zero (DESNZ) in March 2023, as part of the UK’s cluster sequencing process for carbon capture and storage. NEP’s infrastructure will have capacity to transport and store an initial 4 million tpy of CO2with the ability to expand in the future. BP will provide operating services to NEP.
NZT Power, a joint venture between BP (75%) and Equinor (25%), could generate up to 742 MW of flexible, dispatchable low-carbon power, equivalent to the average electricity requirements of more than one million UK homes per year. Up to 2 million tpy of CO2will be captured at the plant, and then transported to secure subsea storage sites beneath the North Sea via infrastructure provided by NEP. NZT Power could create and support more than 3000 construction jobs and then support around 1000 jobs during operations until 2050. BP will also provide operating services to NZT Power.
Construction for the projects is expected to start from mid-2025, largely funded with project finance, with start-up expected in 2028.
청정수소 발전시장 흥행 실패에 따른 후폭풍이 거세다. SK이노베이션 E&S는 첫 입찰에서 탈락한 시점과 맞물려 수소 사업 조직에 메스를 댔다. 첫 청정수소 발전사업자가 된 남부발전 삼척 1호기의 연료 공급사인 삼성물산은 환율 리스크를 떠안을 수 있다는 우려가 나온다.
지난 9일 업계에 따르면 SK이노베이션 E&S는 지난주 임원인사와 조직개편을 단행하며 수소 사업 부문 산하 4개 본부 가운데 수소인프라본부, 수소글로벌본부 등 2개 본부의 폐쇄를 논의했다. 나머지 2개 본부는 SK이노베이션의 조직편제에 맞춰 실 단위 조직으로 신에너지사업본부에 넘길 예정이다. 신에너지사업본부는 수소, 에너지솔루션 등의 사업기획을 맡게 됐다.
이번 조직개편의 핵심은 사라진 수소인프라본부다. 인천 액화수소 사업과 충남 보령 블루수소 사업을 맡은 조직의 행방이 관건이다. SK이노베이션 E&S의 수소 사업은 4년째 지지부진한 상황이다. 올해 5월 연 3만t 규모의 액화수소 플랜트를 준공했지만, 가동률은 여전히 낮은 것으로 전해졌다. 보령 블루수소 사업은 당초 연 25만t 생산에서 올해 초 12.5만t으로 하향 조정됐다.
급기야 올해 청정수소 발전시장(CHPS) 첫 경쟁입찰에서는 상한선을 훌쩍 넘긴 입찰가격을 써내며 평가대상에서 일찌감치 제외됐다. 올해 경쟁입찰의 상한가격은 청정수소 발전량 기준 kWh당 500원 안팎으로 추정된다. SK이노베이션 E&S는 650원대에 응찰한 것으로 파악됐다.
당초 SK이노베이션 E&S는 광양 천연가스발전소를 문 닫는 대신 충남 보령에 LNG-수소 혼소 발전소를 지으려 했다. 하지만 SK이노베이션과 합병 후 리밸런싱(사업재편) 과정에서 보령 수소 사업의 타당성에 대한 의문이 커진 것으로 알려졌다. 지역별 가격제(LMP) 도입과 경쟁 민간 발전사의 수도권행도 일부 영향을 준 것으로 전해진다.
업계 관계자는 “SK이노베이션 E&S의 수소 사업을 총괄해 온 추형욱 대표가 유임된 점을 고려하면 내년 CHPS 입찰 때 재도전하는 그림도 충분히 그려볼 수 있다”며 “다만 보령 블루수소 사업 규모가 축소되며 경제성에 대한 고민이 내부에서 적잖을 것”이라고 말했다.
CHPS 첫 경쟁입찰 후 삼성물산의 고민도 커졌다. 삼성물산은 2028년부터 남부발전의 삼척그린파워 1호기에 블루암모니아를 공급하는데, 15년의 계약기간 동안 환율 리스크를 짊어질 수 있다는 분석도 있다.
삼성물산은 연 33만t의 블루암모니아를 사우디아라비아 아람코로부터 국내로 들여온다. 통상 LNG나 수소·암모니아 등 연료공급계약은 달러화를 기준으로 맺는다. 다만 삼척 1호기의 경우 사우디 아람코-삼성물산은 달러화 계약, 삼성물산-남부발전은 원화 계약을 각각 맺은 것으로 알려졌다. 이때 환율 변동에 따른 손실은 삼성물산의 부담이 될 가능성이 있다. 환헤징 계약 체결 여부는 확인되지 않았다. 발전사업자와 연료 공급사 간 리스크 배분 차원의 조치로 풀이된다.
남부발전은 이번 입찰에서 청정수소 발전량 기준 kWh당 470원대에 응찰가를 써낸 것으로 파악된다. 이를 두고 업계 관계자는 “남부발전은 3만t 규모의 암모니아 저장탱크 국비 지원 외에 연료 공급사와 리스크를 서로 나누며 입찰가를 낮게 써내는 데 성공한 것으로 보인다”며 “다만 15년의 장기간 동안 환헤징 계약이 가능하도록 정부 지원이 필요하다”고 말했다.
이를 두고 삼성물산 측은 “최종 결제통화에 따른 발전사업자와 연료 공급사 간 리스크 배분은 본계약 체결 시 확정될 예정”이라고 반박했다.
The report outlines a vision for low-carbon e-fuels hubs along India’s east and west coasts, integrated with heavy-duty transport corridors. These hubs are expected to support the transition of maritime and aviation sectors by supplying large volumes of green methanol, green ammonia, and SAF. The strategic placement of these hubs aims to minimize infrastructure costs and streamline the supply chain for distributing these fuels.
Green Methanol and Ammonia as Maritime Fuels
In maritime applications, the IH2A report highlights the potential of green methanol and ammonia to power coastal shipping fleets. By 2030, these fuels could generate significant demand, with green methanol potentially reaching up to 194 million liters annually and green ammonia even higher, necessitating around 50,000 tonnes of hydrogen. These developments present not only domestic opportunities but also export potentials, particularly with nations like Singapore.
SAF for Aviation Decarbonization
For aviation, the report suggests that SAF blending mandates ranging from 1% to 3% for select domestic and international flights could drive substantial demand for the fuel. SAF is recognized for its ease of integration as it can be used with existing aircraft without the need for additional capital expenditures on new planes or refueling infrastructure.
Economic and Policy Considerations
Despite the promising outlook for e-fuels, the report also notes several challenges, particularly the high costs associated with the infrastructure needed for compressed or liquid hydrogen. To address these challenges, IH2A calls for capex support for transport fleet owners to facilitate the adoption of low-carbon vehicles and the development of necessary refueling infrastructure.
International Collaborations to Boost e-Fuel Adoption
IH2A advocates for strategic low-carbon e-fuel partnerships with countries like Singapore and European nations to accelerate the adoption of these technologies. Such collaborations could be crucial in fostering the global transition to greener fuel alternatives.
Summary of IH2A’s Recommendations
SAF blending is the most straightforward short-term strategy for decarbonizing aviation.
Coastal shipping can drive significant demand for green methanol and ammonia, aiding substantial transport decarbonization.
Fleet and refueling infrastructure capex are essential for adopting green methanol, green ammonia, and hydrogen.
Policy coordination and incentives are necessary to ensure the successful deployment of low-carbon e-fuels in heavy transport sectors.
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