Dear readers,

Hydrogen energy industry is a huge industrial chain from hydrogen production, to storage and transportation, to application. Hydrogen energy system not only is energy of hydrogen fuel cell vehicle transportation, but also plays important roles in large-scale energy storage and green chemical raw feeds. Hydrogen Council report shows that, in 2050, hydrogen energy will occupy around 20% of global total energy consumption, reducing 6Gt CO2 emission every year and hydrogen energy industrial chain annual value will reach USD 2.5 trillion.

In hydrogen production, except fossil fuels to hydrogen, industrial byproduct hydrogen, like PDH, ethane cracking and chlor-alkali etc., which do not generate additional carbon emission, is worth paying attention to, besides, base on renewable energies large-scale water electrolysis to hydrogen will also be a main hydrogen source of hydrogen energy industry. Storage and transportation method of hydrogen mainly are high pressure gas hydrogen, liquefied hydrogen and organic chemicals hydrogen storage etc. In application field, currently, hydrogen fuel cell vehicle (FCV) is the most acknowledged. The industry generally believes that, there exists a complementation between FCV and blade electric vehicle (BEV), to the commercial used vehicle, especially long-distance transportation use, FCV has more advantages. From number of hydrogen refueling station, ASIACHEM data shows that, up to Nov 2018, China totally has 27 construction hydrogen refueling stations, 16 are under construction, and most hydrogen refueling stations are under preliminary preparation stage.

Vehicle used fuel cell system includes fuel cell stack, air supply system, hydrogen storage and hydrogen circulation device, DC/DC convertor etc., and occupies about 50% of cost of whole FCV. Among, stack is core part of vehicle used fuel cell system, which consists of bipolar plate, proton exchange membrane (PEM), catalyst and gas diffusion layer (GDL) etc. Stacks consist of monocell by way of stacking. Air supply system consists of air filter, air compressor and humidifier etc. It is estimated that, China will realize localization and batched supply of fuel cell high quality key materials and parts by 2025. Fuel cell system volume specific power reaches 3kW/L, cold-start temperature reaches below -30℃ and life exceeds 5000h.

CAAM <Energy Saving and New Energy Vehicle Technical Roadmap> points out, China hydrogen refueling stations will exceed 1000, FCV will exceed 1M by 2030. ASIACHEM believes that, China hydrogen production, storage and transportation, fuel cell and FCV will form industrial chain of trillion RMB scale, and brings huge market opportunities to the project investors, engineering companies and design units, technical and device providers in the industry.

Under this circumstances, as a China leading energy and chemical industry information server, ASIACHEM launched <China Hydrogen Energy and Fuel Cell Monthly Report>, devotes to provide readers with comprehensive and accurate China hydrogen energy and fuel cell industry policies, markets, projects and technology information.

In each issue of <China Hydrogen Energy and Fuel Cell Monthly Report>, we provide you:

ASIACHEM Industry Comment: ASIACHEM latest hydrogen energy & fuel cell industry related comments

National and Local Policies and Planning: Latest hydrogen energy and fuel cell related China and local industry policies and development plans, national and industrial standards

ASIACHEM Hydrogen Energy and Fuel Cell Forthcoming Conference: Introductions of hydrogen energy and fuel cell meetings ASIACHEM is about to hold

ASIACHEM ‘2018-2019 Hydrogen Energy and Fuel Cell China Tour Survey Activity’: In order to promote healthy development of China hydrogen energy industrial chain and fuel cell industrial chain, and provide the truest industry information, ASIACHEM held ‘2018-2019 Hydrogen Energy and Fuel Cell China Tour Survey Activity’, displays of the researches.

Hydrogen Preparation, Storage and Refueling Stations: Hydrogen resources, fossil energy to hydrogen and renewable energy to hydrogen, hydrogen storage, transportation technology and market development, hydrogen refueling station technology and device, project planning, construction and operation information

Hydrogen Energy Comprehensive Utilization: Hydrogen energy green chemical application, hydrogen energy storage and power generation

Vehicle Used Fuel Cell System and Key Parts: Fuel cell stacks and key materials (Membrane electrode assembly, bipolar plate, PEM, catalyst and GDL etc.), air supply system, hydrogen storage and hydrogen circulation device, DC/DC etc.

Fuel Cell Vehicles and Operation: Fuel cell passenger used vehicles, commercial used vehicles and special used vehicles technology, project and operation condition

International Enterprise News: International hydrogen energy and fuel cell enterprises latest progresses

China Hydrogen Refueling Stations Database (Monthly Updated)

Sample:

MIIT <New Energy Vehicle Popularization and Application Recommendation Vehicle Catalog> (Batch XX, 20XX) Main Parameter Analysis (Monthly Updated)

ASIACHEM researches China fuel cell industry chain, and provide clients with abundant products from annual report, monthly report, single customer industry research report, Wechat official account to business conferences etc.

ASIACHEM Hydrogen Energy and Fuel Cell Industry Research Fields:

1. Hydrogen energy: preparation, storage and transportation of hydrogen

2. Hydrogen filling stations and its infrastructures

3. Fuel cell key materials: PEM, bipolar plates, catalysts, MEA etc.

4. Fuel cell vehicles

ASIACHEM Hydrogen Energy and Fuel Cell Industry Research Emphasis:

1. China hydrogen energy fuel cell and fuel cell vehicles policies

2. Hydrogen energy and fuel cell material technology innovation and application

3. Core enterprises competitiveness analysis

Hydrogen energy industry is a huge industrial chain from hydrogen production, storage and transportation, to application. Hydrogen energy system not only is energy of hydrogen fuel cell vehicle transportation, but also plays important roles in large-scaled energy storage and green chemical raw materials. Hydrogen Council report released in Nov 2017 shows that, hydrogen will occupy about 20% of global total energy consumption in 2050, reduce 6Gt CO2 emission every year and hydrogen energy industrial chain annual output value will reach USD 2.5 trillion, and create 300M job opportunities.

In order to support scaled-development of hydrogen energy industry at present, coal to hydrogen, natural gas to hydrogen and water electrolysis to hydrogen, and industrial byproduct hydrogen, which do not generate additional carbon emission, need to be paid great attention. Using electricity from abandoned-wind and discarded-light in water electrolysis to hydrogen has both economic benefits and social value. In the long term, using renewable energy in large-scaled water electrolysis to hydrogen should be main H2 source of hydrogen energy industry.

Hydrogen storage and transportation methods mainly include high pressure gas and liquefaction hydrogen, as well as metal hydride hydrogen storage and organic compound hydrogen storage. View from applications, at present, the most widely known application is hydrogen fuel cell vehicle (FCV). Industry generally believes that, there is a complementary relationship between FCV and electric vehicles (EV). As for commercial used vehicles, especially application of long-distanced transportation, FCV have more advantages. China has accumulated abundant experiences in construction and operation of hydrogen fueling stations. Under background of speeding up of development of FCV, it is estimated that China’s number of FCV will reach 2M, while hydrogen fueling stations will reach 1000 in 2030.

According to data of IEA, in order to realize target of controlling global warming within 2℃, share of renewable energy needs to greatly increase from 23% in 2015 to 68% in 2050. More electricity come from intermittent source, and it needs to allocate large-scaled and long-term energy storage system to match demand and supply. Hydrogen energy system can finish this task well as it can realize flexibly mutual transformation of electric power and fuel.

Except transportation and energy storage, hydrogen will also make great contributions to reduction of carbon emission in industry. In 2017, Shell planned to install a 10MW PEM electrolyzer at European refineries, to provide oil refining with H2 of zero carbon emission. In 2017, China’s scientific research institutions made a series of progresses on CO2 hydrogenation to methanol, gasoline and olefin etc. high value chemicals. Besides, hydrogen direct reduction iron technology demonstration project, developed by Chinese companies, will put into operation in the near future.

Hydrogen fuel cell (HFC) directly converts chemical energy in hydrogen and oxygen into electric energy by electrochemical reaction; it is core link of hydrogen energy industrial chain, and it plays a key role in hydrogen energy transportation application and renewable energy large-scaled energy storage. HFC belongs to proton exchange membrane fuel cell (PEMFC), which mainly includes 5 subsystems - fuel cell stack, air supply, hydrogen supply, thermal management and water management. Fuel cell stack mainly consists of monocells by way of stack. Monocell includes bipolar plate, membrane electrode assembly (MEA) and sealing ring, while MEA includes PEM, catalyst and gas diffusion layer (GDL).

Development directions of fuel cell include increase performance and lifetime, decrease cost. <Made in China 2025> proposed that, localization and batched supply of high quality key materials and parts of fuel cells will be realized by 2025. Fuel cell systems volumetric specific power will reach 3kW/L, cold start temperature will reach below -30℃, life will exceed 5000h and capacity will exceed 100k sets. Fuel cell system ≤ CNY 3k/kW, MEA cost ≤ CNY 50/kW, and high temperature composite membrane cost ≤ CNY 3k/m2.

Currently, technology and market layout of global and China fuel cells and key materials are actively promoting. In 2016, Dongyue Group life of fuel cell PEM has reached 6000h. Sep 2017, production lines of stack of Guangdong Synergy Ballard, joint venture company of Canada Ballard Power and Synergy Hydrogen, finished commissioning, a total of 1145 sets stacks were produced by the end of 2017. Mar 2018, Hongji Chuangneng 100,000 m2/a MEA project settled in Guangzhou, and planned to trial production by the end of 2018; durability of stack modules, which are developed by Sunrise Power, exceeded 5000h. Apr 2018, fuel cell Pt/C catalyst mass production technology, which is independently R&D by Wuhan Himalaya, succeeded.

ASIACHEM launched <China Hydrogen Energy and Fuel Cell Annual Report 2018> in May 2018, will discuss contents below:

1. Global and China Hydrogen Energy and Fuel Cell Industrial Chain Development Prospect and Investment Opportunities

2. Hydrogen Production Technologies and Cost Analysis – Water Electrolysis, Natural Gas SMR, Methanol Cracking and Coal Gasification

3. China Industrial Byproduct Hydrogen Resources Potential – PDH, Ethane Cracking and Coke Oven Gas

4. Hydrogen Purification, Storage and Transportation Modes

5. Construction of Hydrogen Energy Fuel Cell Vehicle Used Infrastructures

6. Analysis of China Hydrogen Energy and Fuel Cell Leading Enterprises

7. Fuel Cell System and Key Materials Cost Analysis and Technical Progresses

8. China and Local Hydrogen Energy and Fuel Cell Industrial Chain Policies