Bit by bit, the green hydrogen revolution is coming to our shores. The news that a planning application has been filed for the UK’s largest electrolyser in Glasgow could be a boon for hydrogen evangelists, the local communities, and the political class.
The 20MW electrolyser will form part of the green hydrogen facility on the outskirts of Glasgow near Whitelee, the UK’s largest wind farm. The proposed project would produce up to 8 tonnes of green hydrogen each day – the equivalent of 550 return bus trips from Glasgow to Edinburgh.
If approved, the scheme would be delivered by ScottishPower, BOC, and ITM Power as part of the Green Hydrogen for Scotland Partnership. BOC would operate the facility using solar and wind power produced by Scottish Power and ITM Power would provide the all-important 20 MW electrolyser. Renewable energy would power the electrolyser, which would split the water into hydrogen and oxygen gas. The hydrogen produced by this process could then be used in various applications including transport.
Fundamentally, the people who will benefit most are the people of Glasgow, with the project aiming to provide carbon-free transport and clean air for people across the city area, while satisfying some industrial hydrogen demand. And we can all rest easy now that we know politicians will be pleased about it too, for the project coincides nicely with the United Nations 26th Climate Change Conference, which will be held in Glasgow later this year.
The new facility will be based beside a plentiful renewable energy source, Whiteless wind farm in Eaglesham Moor. | Editorial credit: Maritxu / Shutterstock.com
If all goes swimmingly, the facility will supply hydrogen for the commercial market by 2023. “Whitelee keeps breaking barriers, first the UK’s largest onshore wind farm, and soon to be home to the UK’s largest electrolyser,” says Barry Carruthers, ScottishPower’s Hydrogen Director. “The site has played a vital role in helping the UK to decarbonise and we look forward to delivering another vital form of zero carbon energy generation at the site to help Glasgow and Scotland achieve their net zero goals.”
Tumbling renewable prices
This exciting news follows on the back of some bold green hydrogen claims made in a recent Bloomberg New Energy Foundation (NEF) report: the 1H 2021 Hydrogen Levelised Cost Update. According to Martin Tengler, BloombergNEF’s Lead Hydrogen Analyst, the report authors believe the cost of renewable hydrogen could fall 85% by 2050, 17% lower than they had previously predicted. This, he says, is due to falling renewables prices.
It is becoming cheaper all the time to produce solar and wind power, which is good news for those producing green hydrogen.
Tengler also says that renewable hydrogen should be cheaper than blue hydrogen (when natural gas is split into hydrogen and CO2 via processes such as steam methane reforming) in many countries by 2030. Furthermore, Bloomberg NEF predicts that green hydrogen will be cheaper to process than natural gas in many countries by 2050.
With the prices of solar and wind power constantly tumbling, it would be no surprise to see the authors of these reports revising their projections even further in the coming years. In the mean-time, we welcome the green shoots peeking through outside Glasgow.
When you live in a cold country, you think of hot days as a blessing. Air conditioning units are for those in far-away places – humid countries where the baked earth smell rises to meet you when you step off the plane.
But cooling comes at a cost. According to the UN Environment Programme, it accounts for 7% of global greenhouse gas emissions. Some of us are visual learners; so, the sheer cost of cooling really hit me when I stared up at an apartment building in Hong Kong with hundreds of air conditioning units perched above the windows like birds.
And it isn’t just the Hong Kongers feeling the heat. The cooling industry as a whole is under pressure to cut its greenhouse gas emissions. The International Energy Agency expects emissions from cooling to double by 2030 due to heat waves, population growth, urbanisation, and the growing middle class. By 2050, it forecasts that space cooling will consume as much electricity as China and India do today.
Air conditioning units cling to a building
All of this was captured by the Cooling Suppliers: Who's Winning the Race to Net Zero report released by the Race to Zero campaign, the Kigali Cooling Efficiency Program (K-CEP), Carbon Trust and other partners in the UN Environment Programme-hosted Cool Coalition.
This report's authors found that only five of the 54 cooling companies they assessed have committed to net-zero targets. The document outlines three areas that must be addressed on the Cooling Climate Pathway: super-efficient appliances, ultra-low global warming refrigerants, and the widespread adoption of passive cooling measures such as clever home design and urban planning.
So, while builders adjust window sizes, introduce trees for shading, and choose materials (such as terracotta cooling systems) thoughtfully to temper the sun’s gaze, others are availing of different methods.
For example, the COP26 (the 2021 UN Climate Change Conference) Champions Team has just released its Net Zero Cooling Action Plan that includes a Cool Calculator tool to help companies and governments run simple calculations to see where they could decarbonise their cooling systems. Similarly, the UK's Environmental Investigation Agency (EIA) has launched a net-zero cooling product guide that showcases energy-efficient products run on natural refrigerants.
Green walls are one of many passive cooling approaches used to reduce our reliance on mechanical systems.
However, it’s clear that the softly-softly approach won’t suffice. The EIA has called on governments to do more to encourage organisations to adopt sustainable cooling, to make concrete policy commitments, and speed-up the phase-out of climate-warming refrigerants such as hydrofluorocarbons.
“The development and expansion of net-zero cooling is a critical part of our Race to Zero emissions,” said Nigel Topping, UK High Level Champion for COP26. “In addition to technological breakthroughs and ambitious legislation, we also need sustainable consumer purchasing to help deliver wholesale systems change.”
We all love the technological panacea – innovations that will cure all the climate ills we have inflicted on the world. But the solution will also involve stodgy government regulations and changing consumer habits, and a reliance on the continued fall in renewable power generation.
For those in traditionally cooler climes, it’s no longer someone else’s problem. It was a balmy 22°C in London this week and we’re not even in April yet. So, it’s certainly time to turn up the heat on the cooling industry.
A completely clean, renewable energy system that can be produced locally and that can easily power heat, energy storage and transportation, and travel — that's the future that promoters of a hydrogen economy envisage.
If it sounds a bit like rocket science, that's because it is. Hydrogen is what's used to fuel rockets — that’s how powerful it is. In fact, it’s three times more powerful as a fuel than gas or other fossil-based sources. And, after use, it’s frequently converted to drinking water for astronauts.
US President Joe Biden has highlighted the potential of hydrogen in his ambitious plans for economic and climate recovery and a number of recent reports have been encouraging about hydrogen’s breakthrough moment, including McKinsey and Company (Road Map to a US Hydrogen Economy, 2020) and the International Energy Agency.
Hydrogen fuel cells provide a tantalising glimpse into our low-carbon future
The McKinsey report claims that, by 2030, the hydrogen sector could generate 700,000 jobs and $140bn in revenue, growing to 3.4 million jobs and $750bn by 2050. It also believes it could account for a 16% reduction in CO2 emissions, a 36% reduction in NOx emissions, and supply 14% of US energy demand.
So how does it work?
Simply put, hydrogen fuel cells combine hydrogen and oxygen atoms to produce electricity. The hydrogen reacts with oxygen across an electrochemical cell and produces electricity, water, and heat.
This is what gets supporters so excited. In theory, hydrogen is a limitless, incredibly powerful fuel source with no direct emissions of pollutants or greenhouse gases.
So what's the problem?
Right now, there are actually a few problems. The process relies on electrolysis and steam reforming, which are extremely expensive. The IEA estimates that to produce all of today’s dedicated hydrogen output from electricity would require 3,600TWh, more than the total annual electricity generation of the European Union.
Moreover, almost 95% of hydrogen currently is produced using fossil fuels such as methane, natural gas, or coal (this is called "grey hydrogen"). Its production is responsible for annual CO2 emissions equivalent to those of Indonesia and the United Kingdom combined. In addition, its low density makes it difficult to store and transport — it must be under high pressure at all times. It’s also well-known for being highly flammable — its use as a fuel has come a long way since the Hindenburg Disaster but the association still makes many people nervous.
A Hydrogen refuelling station Hafencity in Hamburg, Germany. Infrastructure issues must be addressed if we are to see more hydrogen-fuelled vehicles on our roads. | Image credit: fritschk / Shutterstock.com
So there are quite a few problems. What’s the good news?
In the last few years, we've seen how rapidly investment, innovation, and infrastructure policy can completely transform individual renewable energy industries. For example, the IEA analysis believes the declining costs of renewables and the scaling up of hydrogen production could reduce the cost of producing hydrogen from renewable electricity 30% by 2030.
Some of the issues around expense could be resolved by mass manufacture of fuel cells, refuelling equipment, and electrolysers (which produce hydrogen from electricity and water), made more likely by the increased interest and urgency. Those same driving forces could improve infrastructural issues such as refuelling stations for private and commercial vehicles, although this is likely to require coordination between various stakeholders, including national and local governments, industry, and investors.
The significant gains in renewable energy mean that “green” hydrogen, where renewable electricity powers the electrolysis process, is within sight.
The IEA report makes clear that international co-operation is “vital” to progress quickly and successfully with hydrogen energy. R&D requires support, as do first movers in mitigating risks. Standards need to be harmonised, good practice shared, and existing international infrastructure built on (especially existing gas infrastructure).
If hydrogen can be as efficient and powerful a contributor to a green global energy mix as its proponents believe, then it's better to invest sooner rather than later. If that investment can help power a post-Covid economic recovery, even better.
Where once a country might have wanted to strike gold, now hitting upon a hydrocarbon find feels like a prize. But finding a hydrocarbon is only the beginning of the process and might not be worth it — as Lebanon is discovering.
First, a little background: for some time, Lebanon has been experiencing an energy crisis. Without resources of their own, the industry (which is government-owned) is reliant on foreign imports, which are expensive. Electricity in early 2020 was responsible for almost 50% of Lebanon's national debt. Major blackouts were common.
This contributed to a spiralling financial crisis, prompting public protests and riots as the middle class disappeared and even wealthier citizens struggled. Before Covid-19 and the devastating August 2020 blast in Beirut, Lebanon was in crisis.
The idea that the country might be able to switch from foreign oil to local gas was understandably appealing, especially when a major find was literally right there on the Lebanese shore. In 2019, a consortium of Israeli and US firms discovered more than 8tcm of natural gas in several offshore fields in the Eastern Mediterranean, much of it in Lebanese waters.
A hydrocarbon find off the Beirut coast has failed to live up to its early promise.
But a find is only the beginning. With trust in Lebanese politicians low (the country ranks highly in most government corruption indexes) and a system that has repeatedly struggled to deliver a stable government, there are additional difficulties, not least a delay in the licensing rounds and a lack of trust — both internally, from citizens, and externally, from potential bidders. Meanwhile, Lebanon's neighbours race ahead to exploit their own finds, which ratchets up tensions.
Amid all that, a drilling exploration managed to go ahead last summer. But the joint venture between Total, ENI, and Novatek, which operated a well 30km offshore Beirut and drilled to approximately 1,500 metres, did not bring back the hoped-for results. The results confirmed the presence of a hydrocarbon system generally but did not encounter any reservoirs of the Tamar formation, which was the target.
Offshore exploration is a long process, with a lot of challenges and uncertainties and Ricardo Darré, Managing Director of Total E&P Liban, said afterwards, "Despite the negative result, this well has provided valuable data and learnings that will be integrated into our evaluation of the area". But the faith national politicians have long put in the hydrocarbon find, selling it as an answer to all Lebanon's problems, seems to have only worsened the domestic situation since.
And domestic politics is just the start of the problems…
Unlike other countries in the Middle East, Lebanon has no pipeline infrastructure of its own.
Israel, Egypt, and Jordan already have pipelines, which go to Italy. Turkey is working with Libya on a pipeline. Lebanon has no pipeline infrastructure of its own yet, although Russia has storage facilities and pipelines in the country and an eye on possible competition in the gas market.
None of that is an issue if the supply is intended for domestic use but that might not be profitable enough for investors and the Lebanese government would struggle to underwrite production on its own. Cyprus has encountered similar issues exploiting its share of the find.
Lebanon has also set an ambitious goal of having 30% of domestic energy mix sourced from renewable energy by 2030. The hoped-for gas was intended to support the renewable energy mix but, with the clock ticking, it might be that priorities shift to focusing on renewables. The Covid-19 pandemic will significantly impact the budgets of drilling companies and the push for renewable energy, both from governments and investors, seems to be growing as a way to boost economic recovery.
It may be that, after all the excitement around the hydrocarbon find, Lebanon starts to look elsewhere for its energy provision.