Specialist
Senior executive at Thunder Said Energy
Agenda
- Understanding hydrogen's applications and market exposure within energy
- Competitive landscape – key differentiators among players and opportunities for market share and collaboration
- Growth forecast – benefits of hydrogen vs alternative energy sources and government incentives
- Outlook towards 2021
Questions
1.
Why do you think we’re talking about hydrogen today?
2.
Why are people advertising and lobbying for hydrogen? You described it as a hyped technology.
3.
Could you elaborate on the abatement curve? Are you talking about how we’re going to reduce carbon emissions?
4.
What do you mean by green hydrogen? What are the other forms we need to be aware of?
5.
Could you elaborate on blue hydrogen and why oil companies love the idea of using it?
6.
Could you discuss hydrogen opportunities and applications in the transportation sector?
7.
What are your thoughts on electrolysing? Where were costs historically to get us to USD 1,100 per kilowatt today? Who’s working on driving the cost of electrolysers lower?
8.
In what transport applications do you think we’ll start noticing hydrogen used practically?
9.
You mentioned the hydrogen buses deployed in California. Can we take anything away from the buses and their maintenance that could give us encouragement about hydrogen’s use in other applications? You’ve highlighted various risks and costs.
10.
Would using natural gas pipelines to distribute hydrogen be feasible? Is building new infrastructure required? How would the economics work?
11.
You mentioned the Air Products project to convert hydrogen into ammonia. Can this procedure be done now? Is it a question of cost rather than technology?
12.
Are there any other niche or bigger applications where you predict hydrogen making inroads, including outside of transport?
13.
Where have you noticed investment dollars flowing to in the hydrogen industry to solve problems and make money, considering the patent papers and related evidence?
14.
Where do you think the numbers for hydrogen work? What interests you most economically that you think can make a difference in the energy transition, beyond hydrogen?
15.
Where will the ExxonMobil-FuelCell Energy carbon-capture fuel cell trial occur? How long do you think it will take before we can scale up this technology?
16.
What developments in hydrogen and the broader energy value chain are you monitoring over the next 12 months? What do we need to focus on?
17.
You quoted a USD 75 per tonne carbon price to decarbonise the world by 2050. What would have been the required price to reach that goal 5-10 years ago?
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