Hydrogen Update

News and Highlights:

Chemours and TC Energy have executed a memorandum of understanding (MOU) for the potential development of two electrolysis-based hydrogen production facilities in West Virginia. The MOU supports the two companies’ participation in the Appalachian Regional Clean Hydrogen Hub (ARCH2).
On Monday, NextEra and CF Industries announced an MOU for a potential green hydrogen plant in Oklahoma. The facility would be part of the Hydrogen Arkansas Louisiana Oklahoma (HALO) effort.
We have updated our blue hydrogen project list to include Heartland Generation’s Battle River Carbon Hub.
Calumet Montana Renewables has now entered full operation, according to the project’s backer, Calumet Specialty Products.

Green Project News and Announcements:

Calumet announced yesterday that its Montana Renewables subsidiary has entered full operations. The Montana Renewables (MRL) venture produces various fuels, including renewable diesel (RD) and sustainable aviation fuel (SAF). As part of the plant’s design, a $50 million renewable hydrogen facility capable of producing 21 million cubic feet per day (MMcf/d) of H2 was built at the site. While we don’t know what all goes into MRL’s hydrogen plant, which they refer to as a “proprietary” process, project documentation suggest it could expand to 40 MMcf/d by 2024. According to our project tracking lists, MRL’s hydrogen plant is now the largest green facility currently in operation in the U.S.

Blue Project News and Announcements:

We have updated our blue hydrogen project list with the inclusion of Heartland Generation’s Battle River Carbon Hub. Expected to produce 760,000 kilograms per day (kg/day) of H2 from natural gas via autothermal reforming (ATR), the facility would also include carbon capture at a nearby open-access sequestration hub. The blue hydrogen produced would then be used to generate electricity at the Battle River Generating Station (BRGS).

Hydrogen Hub Updates:

Federal hydrogen hub positioning appears to be ramping up, with various commercial partners announcing memorandum of understanding agreements over the last week. The first was Chemours and TC Energy, which announced on 4/19 an MOU for the potential development of two electrolysis plants in West Virginia. The announcement explicitly stated that the contemplated facilities are expected to be part of the Appalachian Regional Clean Hydrogen Hub (ARCH2). Produced via proton exchange membrane (PEM) technology, the hydrogen produced would support demand at Chemours’ Washington Works and Belle manufacturing facilities, with excess fuel sold into other end-use markets. Since we don’t know the potential hydrogen production rates, and because ARCH2 is already in our list of possible federal hydrogen hubs, we haven’t made any changes to our green hydrogen project list for this effort.

Another MOU hit the headlines this week, with NextEra Energy and CF Industries announcing that the two companies are exploring a 100-megawatt (MW) electrolysis plant to supply CF’s Verdigris, Oklahoma, ammonia plant with green hydrogen. Capable of producing around 50,000 kg/day of green hydrogen, the electrolyzers would be powered by 450 MWs of dedicated renewable energy. The proposed project was included in the Department of Energy application by the HALO regional hydrogen hub, and it appears that the availability of federal funding will be a key factor in determining if the project receives a final investment decision (FID) to proceed. We have added this project to our green hydrogen list on page 3.

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Hydrogen Update

Author Jason Ferguson - Hydrogen Billboard

We have updated our green hydrogen projects list to include Air Products’ planned facility in Paramount, California. Expected to commence by 2025, the Paramount location will support World Energy’s planned sustainable aviation fuels (SAF) manufacturing plant. Also, Linde announced that it has signed a long-term agreement with ExxonMobil for offtake of carbon dioxide from its planned Beaumont blue hydrogen facility supporting OCI’s ammonia plant. Terms of the agreement see ExxonMobil transporting and storing up to 2.2 million tons per year (TPY) of CO2, though Linde had previously stated that 1.7 million TPY of carbon dioxide would be sequestered by the project.

Fri 5/5/23 - Blog

Renewables

It’s Time, Part 3 - Partners in Clean Ammonia Projects Eye Billions in Federal Tax Incentives

Author Housley Carr

Clean ammonia, produced by reacting either “blue” or “green” hydrogen with nitrogen, is emerging as one of the most highly touted low-carbon energy sources of the future, thanks largely to massive tax incentives provided by the Inflation Reduction Act (IRA). Skeptics may question the extent to which clean ammonia — and clean hydrogen, on which it’s based — can realistically take market share from natural gas and coal as leading power-plant fuels over the next 20 to 30 years, but there’s a lot to be said for them and, as wind- and solar-power developers have already come to appreciate, billions of dollars in governmental support can do wonders. In today’s RBN blog, we continue our look at the growing list of U.S. clean ammonia projects now under development.

Thu 5/18/23 - Analyst Insight

Renewables

Hydrogen Update

Author Jason Ferguson - Hydrogen Billboard

Hy Stor Energy announced last week it has submitted a formal application to the U.S. Department of Energy’s (DOE) Regional Clean Hydrogen Hub initiative. The company’s Mississippi Clean Hydrogen Hub (MCHH) could break ground this year if awarded federal funding. Topsoe A/S is eyeing a $300 million investment in U.S. electrolyzer manufacturing capacity, with a final investment decision (FID) on the facility expected by the end of this year. NEL ASA recently unveiled plans to build an electrolyzer factory in Michigan, with plans to spend about $400 million initially on a facility that could ultimately produce 4 gigawatts (GW) of alkaline and proton exchange membrane (PEM) units per year. It appears that the NEL facility has not reached FID yet. Topsoe was also in the news recently when ExxonMobil selected its autothermal reforming (ATR) technology for the company’s blue hydrogen project at Baytown. Honeywell was announced as the project’s provider of carbon dioxide capture equipment.

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