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Hydrogen vs. Battery Trucks: Which Will Dominate Long-Haul Freight? Welcome to The Hydrogen Podcast!
This audio is brought to you by Wearcheck, your condition monitoring specialist. South Africa-founded and Johannesburg- and London-listed Anglo American on Friday announced the launch of a research and development project in collaboration with one of China's largest battery and battery material recyclers. The purpose of the project with Shenzhen-based GEM is to explore new and more efficient technologies for the use of existing and alternative raw materials deployed in batteries for battery electric vehicles. The project will focus on jointly developing metal dissolving technologies, using metals such as nickel, cobalt, and manganese, to facilitate a more efficient use of battery materials, from either mined or recycled routes, with the intention of improving existing processes as well as exploring the use of new materials not currently employed in the battery value chain. GEM is a battery material producer with pioneering technology and capability to recycle batteries through the extraction of the minerals they contain. "This collaboration marks an important step for us, as we seek to drive synergies with industry leaders such as Anglo American that participate in the critical raw materials value chain and share our commitment to advancing technological development to shape a more sustainable future for the transport sector," GEM founder and chairperson Professor Xu Kaihua stated in a release to Mining Weekly. GEM has had more than two decades of experience in recycling batteries and electronics and has invested heavily in understanding the processes needed to recover raw materials essential for the energy transition. Anglo's diversified portfolio includes a range of products for the decarbonisation of transport, a sector which it estimates accounts for more than 15% of global emissions. "We are collaborating with leaders in the sector to explore new technologies that build on the physical qualities of our portfolio of products to help tackle some of the key challenges facing the industry and contribute to the sustainable scale-up of electric vehicle travel," Anglo base metals and marketing executive head Paul Ward stated. "Our work in this space is part of our commitment to supply our customers with products tailored to their specific needs and that capitalise on the opportunities offered by ongoing technological innovation," Ward added. China is calculated to be the world's largest electric vehicle market, with an expected eight million vehicles sold last year. Already a key partner to the automotive industry, Anglo's platinum group metals (PGMs) enable catalytic converters to strip pollutants from car exhaust gases as emissions regulators become ever more stringent. Anglo has also been an early supporter of the hydrogen economy, advocating for more widespread adoption of fuel cell electric vehicles (FCEVs), a zero-emission option catalysed by the PGMs it mines. The world-first haulage truck powered by green hydrogen was introduced by Anglo Platinum at its Mogalakwena PGMs mine in South Africa's Limpopo province. PGM recycling is advancing strongly in China with the new BASF HERAEUS Metal Resource facility in Pinghu opening this month and 2018 seeing the opening of a PGM-recycling facility in China's Nanjing by South Africa-linked Heraeus, which is mastering the thrifting of PGMs to optimise their cost-effectiveness. BASF HERAEUS Metal Resource GM Nancy (Ying) Ren highlighted the launch of the PGMs recycling facility in Pinghu as being pivotal for the broader context of China's industrial and environmental roadmap. This year will reportedly see a new Honda FCEV enter the automotive fray in the form of the zero-emission CR-V FCEV on Asia, where Toyota's FCEV Mirai continues to advance. PGMS AND HYDROGEN IN SOUTH AFRICA The hydrogen economy is an important new growth area for PGMs and, in turn, PGMs are pivotal for hydrogen production and application across a broad front. Heraeus Precious Metals new business development ex...
This audio is brought to you by Wearcheck, your condition monitoring specialist,. The world over, green hydrogen is being recognised as the most effective route towards combating the climate crisis in the most holistic way possible, with Minerals Council South Africa highlighting the collaboration of South Africa's leading platinum mining company with a local grey hydrogen producer and a car company with 30 global production site and a 140-country sales network. Collaborating in the trialling of hydrogen fuel cell vehicles are Anglo American Platinum, BMW Group South Africa and Sasol South Africa in the trialing of fuel cell electric vehicles (FCEVs) in which the green hydrogen is converted into clean electricity by platinum catalysts. "As countries around the world reduce their environmental footprint by reducing greenhouse gas emissions and address climate change concerns, green hydrogen is a vital component in the shift towards green energy sources," the Minerals Council stated in its release to Mining Weekly. For South Africa, which is the largest supplier of platinum group metals (PGMs), the use of green hydrogen in the auto sector is an important development that could generate demand of up to five-million ounces of platinum group metals (PGMs) a year if hydrogen fuel cells are used in 10% of the global car market. This will underpin job security for the 175 000 people employed in the PGM mining sector. Coinciding with the Minerals Council media release were several other local releases and many global newsbreaks emphasising green hydrogen's far-reaching momentum. As reported by Engineering News at the weekend, South Africa's Eastern Cape, Northern Cape and Western Cape provinces have agreed to team up in a bid to position South Africa as a global hub for the production of green hydrogen and derivative products, as well as to produce the components required in the green hydrogen value chain, ahead of the finalisation of South Africa's Green Hydrogen Commercialisation Strategy. In addition, steel producer ArcelorMittal South Africa is moving ahead with a study into the production of green hydrogen directly reduced iron (gHDRI) at its mothballed Saldanha Steel Works, in the Western Cape. The JSE-listed group has signed a memorandum of understanding with an as yet unnamed "developer of transformational energy solutions" to advance the production of gHDRI at the plant. On Monday, Charbone Hydrogen of Canada announced the launching of the construction of the first phase of Toronto-listed company's green hydrogen production facility in Quebec This followed the energy company with Australia's iron-ore mining group Fortescue has announced plans to build a 550 MW electrolyser at its Gibson Island Project in Brisbane, a platinum-based proton exchange membrane electrolyser as well as European company Lhyfe, a world pioneer in the production of green and renewable hydrogen for transport and industrial applications, turning the first sod for the construction of a hydrogen production plant in the German city of Schwäbisch Gmünd. This plant will be the first to supply hydrogen directly to an industrial park. It is also the first in a network of many plants that will be operated by Lhyfe, which is setting out to deliver green hydrogen in bulk in Germany and France by 2025. In addition, Fortescue and Plug of the US have started the initial diligence process for Fortescue to take up to a 40% equity stake in Plug's Texas green hydrogen plant and for Plug to take up to a 25% equity stake in Fortescue's proposed Phoenix green hydrogen plant. The World Platinum Investment Council, with its eye on the demand for platinum that the green hydrogen rollout will generate, expects one-million FCEVs to be on China's roads by 2035 and that one in eight newly registered commercial vehicles worldwide will be powered by hydrogen fuel cells by 2030. The broad-based commercial adoption of FCEVs could add more than three-million ounces to yearly platinum...
Anglo American Platinum, BMW Group South Africa (BMW SA) and Sasol have partnered to prove that a hydrogen mobility ecosystem can operate successfully within South Africa. The three companies on Monday inked an agreement at the 2023 South African Green Hydrogen Summit in Cape Town that will bring hydrogen fuel cell electric vehicles (FCEVs) and supporting hydrogen refuelling technology to South Africa. In terms of the agreement, BMW will provide the FCEVs - a fleet of BMW iX5 Hydrogen cars set to arrive next year - while Sasol will supply the green hydrogen and mobile refueler. The mobile refueler will transport green hydrogen - hydrogen produced from renewable sources - from the Sasol industrial complex to BMW's facilities in Gauteng where the vehicles will be refuelled. With Anglo American Platinum's platinum group metals (PGMs) already present in the vehicles' fuel-cell systems, the mining group would provide funding towards the project, said CEO Craig Miller, as part of its effort to drive the global market uptake of PGMs. Miller noted that PGMs demand would increase by five-million ounces a year if FCEVs capture 10% of the global new-vehicle market, at 100 000 units a year. BMW SA CEO Peter van Binsbergen explained that the iX5 Hydrogen refuels in three to four minutes, providing 500 km range on its 6 kg tank. "FCEVs benefit from short refuelling times and long ranges, similar to using a diesel or petrol vehicle, but with the added benefit of zero emissions," said Miller. While the battery electric vehicle (BEV), with its generally shorter range, may currently be winning the new-energy-vehicle race, as it was cheaper than a FCEV, Van Binsbergen expected the price gap to start closing significantly by the end of the decade. FCEVs also required less critical minerals than BEVs, he said, "and I'd rather support the PGMs industry in South Africa". China has, to date, secured a significant chunk of the global BEV battery value-chain. Sasol Energy Business executive VP Priscillah Mabelane said Sasol was currently producing 150 kg of green hydrogen a day, but that this could soon go to 3 t or 4 t a day as the energy group expanded its renewable energy production. She said Sasol was targeting the electric mobility; chemicals; steel and sustainable fuels sectors with its production of green hydrogen. "We produced our first batch of green hydrogen at our Sasolburg facility in June, and in 2024 we will ramp this up to commercial scale when a 69 MW wind farm, situated in the Eastern Cape, comes online." When asked at what point South Africans could expect to see the first FCEV sold in the domestic market, Van Binsbergen referenced the development timeline for BEVs, noting that the first BMW i3 was on the market in 2013, with BEVs now in production and readily available all over the world. "As a versatile energy source, hydrogen has a key role to play on the road to climate neutrality," he added. "We believe South Africa - with its abundance of raw materials and sound infrastructure base - is ideally placed to deliver on the green hydrogen economy's promises."
Dr. David Layzell joins the EV Life podcast to discuss zero-net transportation research in Alberta, including what hydrogen fuel cell electric vehicles (FCEVs) are and how they may be used in the future. Layzell is a professor at the University of Calgary and the director of the Canadian Energy Systems Analysis Research (CESAR) initiative. He also helped found and is an energy systems architect for Transition Accelerator, a non-profit focused on net-zero energy transitions in Canada. Join AMA's EV Life group Learn more about David Layzell and CESAR Learn more about Transition Accelerator
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
It's a beautiful Monday in the car business! Jordan Cox joins us as we talk about Toyota's expanding plans for hydrogen fuel cells. We also talk about Tesla's battery cell swap getting the price of a new Model 3 under 30k w incentives, as well as a follow up on last Friday's military drone story. With a plan to double its sales of fuel cell vehicles, Toyota is planning a hydrogen-powered version of its Crown sedan as part of its carbon-neutral strategy. As opposed to creating a separate vehicle nameplate to carry the fuel cell like the company did with the Mirai, the drive train will be one of the options on the already existing Crown, which will also be available as a hybrid.In an April briefing, Toyota Executive VP Hiroki Nakajima stated that the mass production of fuel cells, owing to their lightweight nature and quick refueling, will be driven by commercial vehicles. The company plans to promote fuel cell electric vehicles (FCEVs), starting with medium to heavy-duty trucks.Just last week, Toyota decided with Daimler Truck to combine their commercial truck subsidiaries, Hino and Mitsubishi Fuso, primarily to develop hydrogen, autonomous, connected, and electrified tech. It's not clear whether this sedan will be available in the U.S.Tesla buyers are in for a surprise as the full $7,500 federal tax credit is now applicable to its most affordable Model 3 according to the online configurator, bringing the effective price down to about $30,000 for eligible buyers. The federal tax credit for Tesla's Base Model 3 which starts at $40,240, was previously $3,750; the increased tax credit essentially cuts the base model's cost down to $32,740 after federal incentives. Many states have additional incentives which would bring the price below $30kIt remains unclear how Tesla managed this feat, given previous limitations on credits for certain models, but it is assumed they allocated US made battery packs to the model and redirected Chinese made packs elsewhere. The tax credit is also applicable to new inventory Model 3 vehicles currently available for delivery, which start at $37,830, thus bringing their price down to nearly $30,000 after tax credits for eligible buyers.Following up on a story we covered on Friday, the U.S. Air Force and the Royal Aerospace Society have clarified comments made by Colonel Tucker “Cinco” Hamilton regarding a rogue AI drone simulation saying the Colonel “misspoke”. The scenario, initially reported as an actual simulation, was a hypothetical "thought experiment" reflecting potential challenges with AI-powered capability. Despite the scenario being purely hypothetical, it underscores the importance of ethical guidelines and rigorous testing in the development and deployment of AI technologies, particularly in sensitive areas like the military.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion
TOPIC: GM's EVs, AVs and FCEVs; PANEL: Ken Morris, GM; Lindsay Brooke, SAE's Automotive Engineering, Pete Bigelow, Automotive News, Gary Vasilash, on Automotive
This isn't your typical hydrogen versus electric debate...Episode 16, sponsored by Quantron AG, is all about the applications of both hydogen and electric fuel sources in heavy-duty vehicles, and in the transportation industry in general. Our guest panel is well-rounded with experts from both sides - with David Fidalgo returning as host, and Michael Perschke, Silke Frank, and Roger Atkins all bringing their knowledge and expertise to the table. So...which is the better fuel? Is one actually better than the other? What does the future of fuel look like for its customers? You'll have to listen to found out! So settle in, put on your headphones, and enjoy this electrified/hydrogenised discussion. This podcast is powered by Y-Mobility.
Thema heute: Ausbau des Wasserstoffgeschäfts mit Brennstoffzellensystem der nächsten Generation Foto: Honda Motor Europe Ltd Wer sich aktuell mit dem Thema Energie beschäftigt, kommt nicht am Wasserstoff vorbei. Hier sind allerdings sehr unterschiedliche Anwendungen gegeben. Gerade hat Honda seine aktuellen Initiativen im Wasserstoffgeschäft vorgestellt. Unter anderem geht es dabei um das Brennstoffzellensystem der nächsten GenerationInitiativen zur erweiterten Nutzung von Wasserstoff – ein Schritt in Richtung einer CO2-neutralen GesellschaftHonda will bis 2050 Klimaneutralität für alle Produkte und Aktivitäten erreichen, an denen das Unternehmen beteiligt ist. Dabei sollen nicht nur die Umweltauswirkungen aller Produkte auf null reduziert werden, sondern die des gesamten Produktlebenszyklus, einschließlich der Unternehmensaktivitäten. Honda konzentriert sich dabei auf die folgenden „drei Pfeiler“ seiner Initiativen: „CO2-Neutralität“, „saubere Energie“ und „Ressourcenkreislauf“. Wasserstoff ist dabei neben Elektrizität einer der Energieträger mit hohem Potenzial. Foto: Honda Motor Europe Ltd Der „Wasserstoffkreislauf“, der auf erneuerbaren Energien basiert, besteht aus drei Phasen: „erzeugen“, „speichern/transportieren“ und „nutzen“. Durch Wasserelektrolysetechnologie kann Strom aus erneuerbaren Energiequellen in „grünen Wasserstoff“ umgewandelt werden, wodurch er weniger anfällig für saisonale oder wetterbedingte Schwankungen in der Stromerzeugung wird, und die Energie kann in Form von „grünem Wasserstoff“ über Land-, See- und Pipelinetransport dorthin transportiert werden, wo sie benötigt wird. Das Brennstoffzellensystem ist das Herzstück der Wasserstofftechnologie des Herstellers. Honda wird den Einsatz des Systems über die FCEVs bezeichnten Brennstoffzellenfahrzeuge hinaus auf diverse interne und externe Anwendungen ausweiten, um die Nachfrage nach Wasserstoff zu steigern und durch die „Nutzung“ von Wasserstoff die CO2-Neutralität der Gesellschaft voranzutreiben. Foto: Honda Motor Europe Ltd Weiterentwicklung des Brennstoffzellensystems, dem Herzstück der Honda WasserstofftechnologieDer Autohersteller war eines der ersten Unternehmen, das sich auf das Potenzial von Wasserstoff zur Verwirklichung einer CO2-neutralen Gesellschaft konzentriert hat, und führt seit über 30 Jahren Forschung und Entwicklung von Wasserstofftechnologien und FCEVs durch. Seit 2013 arbeitet Honda gemeinsam mit General Motors an einem Brennstoffzellensystem der nächsten Generation. 2024 führt das Unternehmen ein FCEV-Modell in Nordamerika und Japan ein, das mit dem gemeinsam mit GM entwickelten Brennstoffzellensystem der nächsten Generation ausgestattet ist. Diesen Beitrag können Sie nachhören oder downloaden unter:
South Africa's State-owned Public Investment Corporation (PIC) stated on Monday that more than R4.3-trillion is required for the development of the hydrogen economy, which it declared positive for people, planet, and client portfolios. The hydrogen investment strategy of the PIC, which has R2.339-trillion worth of assets under management, is aimed at unlocking value. This it will seek to do through: the funding and provision of early-stage capital for the development of the hydrogen value chain; and leveraging off more than 200 hydrogen projects that have been announced worldwide. Hydrogen promises to be the next frontier in clean energy technology due to its extensive value chain applications, the PIC states in a media release to Engineering News & Mining Weekly. Hydrogen, Africa's biggest financier added, can be used to industrialise and create a resultant hydrogen economy, along with job generation, localised manufacturing and turning this country into one of the world's largest exporters of green hydrogen. Through its Hydrogen Society Roadmap, South Africa has already identified hydrogen as an investment avenue, amid this country's high solar radiation levels and large coastline area that offers prime wind energy potential. Hydrogen is able to augment that renewable energy production by offering a relatively affordable way to store and transport the excess energy produced from these sources. In addition, a well-developed hydrogen sector will boost demand for platinum group metals (PGMs), which are hosted overwhelmingly by South Africa. PGMs are used in electrolysers to separate water into green hydrogen and oxygen, and in fuel cells to generate emission-free electricity from the hydrogen, with both playing key decarbonisation roles. Hydrogen fuel cell electric vehicle (FCEV) fleets are on the rise worldwide, with China alone targeting cumulative sales of one-million FCEVs by 2035. PGMs, which have unique catalytic properties, are used in proton exchange membrane (PEM) technologies and momentum behind PEM investment is building up, the World Platinum Investment Council has reported. PIC's adoption of its hydrogen strategy comes at a time when several countries around the world have already taken steps use hydrogen as a clean energy source. Moreover, South Africa's hydrogen roadmap identifies PIC as a potential co-investor in hydrogen projects, along with other finance institutions. The recently released Just Energy Transition Investment Plan, or JET-IP, points to an investment requirement of R1.5-trillion over the coming five years to support a shift from coal to renewables in the electricity sector, as well as to facilitate electric vehicle manufacturing and green hydrogen production. To realise the green hydrogen ambitions outlined in the JET-IP, the Mapungubwe Institute for Strategic Reflection has highlighted the need for South Africa to build mineral beneficiation value chains to meet the requirements of the hydrogen economy.
Active support for the creation of a viable green hydrogen economy in South Africa and globally, along with the firm underpinning of a ‘just energy transition', are highlighted in the maiden climate change report of Anglo American Platinum. The report sets out the role the JSE-listed mining and marketing company is playing as a supplier of platinum group metals (PGMs) and base metals fundamental to enabling a cleaner, greener, and more sustainable world with strong environmental, social and governance (ESG) credentials. The full extent of response to climate change is outlined, including plans to improve energy efficiency and carbon neutrality across operations and ambition to reduce Scope 3 emissions by 50% by 2040. Also detailed are the structures in place to ensure that climate change is embedded across decision-making processes and the manner in which it fits into the capital allocation framework. “In line with our strategic priority to be a leader in ESG, we expect that the role we play in helping to create a green future should create significant value for all our stakeholders,” Anglo Platinum CEO Natascha Viljoen states in a release to Mining Weekly. PGMs are key to the mix of energy solutions that will make global decarbonisation possible. “The quality of the ore bodies entrusted to us, which are significant resources with long mine lives, and low-cost operations, together with our disciplined capital allocation, positions us well to ensure sustainable production and to assure our customers of the responsible standards we meet. “Our portfolio remains financially resilient in lower carbon emission pathways, helping us to ensure that future generations will continue to benefit from the metals we produce,” said Viljoen. The contribution to a ‘just energy transition' comes in the forms of jobs, community support and the PGMs and base metals produced. Beyond operations, Anglo Platinum is engaged in market development to broaden the number of PGM applications in emission-free transport and green energy production. Multi-jurisdiction initiatives are being deployed to promote the adoption of fuel cell electric vehicles (FCEVs) for commercial uses, particularly in the UK, Europe, US, China and South Africa. These initiatives aim to accelerate the uptake of heavy-duty FCEVs by aligning end-user demand locations and specifications with the supply of suitable vehicles, along with access to the requisite hydrogen infrastructure along key freight routes. Similar multi-jurisdiction initiatives are now underway to increase the uptake of FCEVs for light duty vehicles for commercial and passenger use. PGM-CONTAINING COMPUTER CHIPS PILOTED Research and ventures to accelerate the adoption of PGM-containing spintronics and other forms of memory electronics in multiple end uses to encourage low-loss computing applications are continuing to be pursued. This includes funding research on new semiconductor materials involving platinum, palladium and iridium for memory devices, and the launching of a new software technology venture that simplifies the adoption of hardware using those memory devices. With the Northwestern University Illinois in the US, new PGM-containing computer chips are being piloted, which will dramatically increase the speed of computing while strongly reducing electricity consumption and increasing battery life. This presents a huge market opportunity given that computer chips are in so many electronic devices. BATTERY AND STORAGE Adding PGMs to batteries helps to improve their performance is seen as potentially growing into a huge market opportunity and the development of PGM-enabled lithium batteries, mainly through our investment in Lion Battery Technologies, is continuing to be pursued.Industry capability to create new materials and technologies such as fit-for-purpose additive manufacturing and PGM alloys targeting multiple applications are continuing to be expanded. CARBON NEUTRAL FEEDSTOCKS Launched alongside Deep...
The future quantum of global demand for platinum group metals (PGMs) significantly outweighs global supply from 2023 onwards, the latest review carried out by independent precious metals consultant Dr David Davis indicates. Compiled for Auctus Metal Portfolios of Singapore, the review illustrates a comprehensive picture of platinum supply/demand estimates between 2022 and 2050, which in some respects “puts the cat among the pigeons”, says Davis, who has been associated with the South African mining industry and mining investment industry for the past 45 years. (Also see attached supply/demand graphic.) The review points to a decline in global PGMs supply from particularly South Africa and Russia and highlights the mismatch that is developing between the future quantum of platinum supply and demand amid the pursuit of decarbonisation on a global scale. South African platinum mine supply is calculated to be declining at a compound annual growth rate of about -1.4% over the long term and Davis's view is that the projected decline in global platinum mine supply is not being given the attention it deserves. MAJOR IRIDIUM THRIFTING NEEDED Davis concurs with the International Energy Agency that the content of the PGMs metal iridium will need to be slashed by 80% to 90% to support proton exchange membrane (PEM) water electrolysers used to produce green hydrogen, which is in growing demand. In addition, technology will need to be advanced to achieve an anode catalyst loading of 0.05 gIr/kW or lower. PEM water electrolyser recycling and iridium recovery infrastructure will also need to achieve end-of-life recycling rates of 90%. To meet the needs of the transition from internal combustion engines, platinum loading in fuel cells (FCs) will also have to be drastically reduced for fuel cell electric vehicles (FCEVs), let alone trains, ships, stationary applications, PEM electrolysers and other uses. Additional thrifting of FC platinum loading to 2gPt/kW and below is required. GREEN HYDROGEN PILLAR Davis notes in the release to Mining Weekly that green hydrogen has become a key pillar of decarbonisation for industry in the same way as platinum is inextricably linked to vehicle emission standards, which have been progressively tightened through regulation worldwide since 1970. Europe is boosting its green hydrogen ambitions as it looks to secure energy independence and has increased targets for production and imports of green hydrogen by 15-million tonnes a year. A Siemens illustration displayed shows 20 collective applications for green hydrogen in the chemical and electrical industries ranging from steel, food, green fertilisers to heat pumps, planes and ships. “It becomes obvious that global PGM mine supply, particularly platinum mine and secondary recycling supply, will not be able to support both substitution and additional platinum loadings, notwithstanding the additional platinum required for FC, FCEV, PEM electrolysers, green hydrogen and other transport and industry sectors,” says Davis, who adds that China's continuous platinum buying will further contribute to upward price pressure as platinum supply dwindles. PGMS CENTRE LAUNCHED IN SHANGHAI As reported this week by Mining Weekly, a new trade and technology centre dedicated to the growth of the PGMs market is being established in China, already the single largest consumer of PGMs, accounting for more than 25% of total demand. Anglo American, Honeywell and the World Platinum Investment Council (WPIC) were among close to 70 organisations that signed strategic cooperation agreements with the Lin-Gang Group and other related parties in support of the Platinum and Precious Metals Centre, or PPMC, which is being established in the Lin-Gang Special Area of Shanghai. The Lin-Gang Group is a State-owned developer of industrial parks. PPMC is made up of a PGMs research institute, venture capital fund, industrial park and offshore trading market, which will be developed in sequence to su...
In what is a major boost for platinum group metals (PGMs), a new trade and technology centre dedicated to the growth of the PGMs market is being established in China, already the single largest consumer of PGMs, accounting for more than 25% of total demand. Anglo American, Honeywell and the World Platinum Investment Council (WPIC) were among close to 70 organisations that signed strategic cooperation agreements with the Lin-Gang Group and other related parties in support of the Platinum and Precious Metals Centre or PPMC, which is being established in the Lin-Gang Special Area of Shanghai. The Lin-Gang Group is a state-owned developer of industrial parks. PPMC is made up of a PGM research institute, venture capital fund, industrial park and offshore trading market, which will be developed in sequence to support new PGM applications and to grow an industrial cluster. As part of its commitment to PPMC, WPIC will move its Asia Pacific headquarters to the Lin-Gang Special Area, where, from 2023, the annual Shanghai Platinum Week which it co-sponsors, will take place in the Lin-Gang Special Area. WPIC will also join the proposed PGMs research institute as a founding member and participate in a joint venture to oversee the development of the industrial park. Commenting on WPIC's involvement, WPIC CEO Paul Wilson described PGMs as remarkable metals with exceptional physical and chemical properties which are used in applications that improve the world on a daily basis. “In particular, PGMs are at the forefront of technologies that are helping humankind to tackle climate change, and their use benefits us all,” Wilson stated. Platinum, along with other PGMs, plays a critical role in proton-exchange membrane (PEM) electrolysers, which generate green hydrogen from water, and PEM fuel cells, which power fuel cell electric vehicles (FCEVs), that are emission-free, Mining Weekly can report. Green hydrogen and FCEVs have received strong support from the government of China, amid its commitment to carbon neutrality by 2060. Several enterprises from the fields of law, logistics, financing and insurance among others have agreed to set up the Lin-Gang Trade Cross-border Communication group to provide support services to international traders, including those involved in the PGMs supply chain. Looking forward, more PGMs are expected to be imported and traded for use in technological applications as a result the establishment of the PPMC in the Lin-Gang Special Area. These include green hydrogen production, fuel cell electric vehicles, bio-pharmaceutical end-uses and environmental protection - all sectors that are critical to achieving China's economic and net-zero goals.
This week the European Commission approved €5.4-billion of public support by 15 member states for a hydrogen technology value chain taking in hydrogen generation technology, fuel cells technology, storage technology and end-user technology. The week before, Shell started building Europe's largest renewable hydrogen plant – Holland Hydrogen I – which will be Europe's largest green hydrogen plant once operational in 2025, with the ‘I' indicative of more to come. That followed Australia's Viva Energy ordering a platinum-using proton exchange membrane, or PEM, electrolyser from Nel Hydrogen US, which when installed, will provide green hydrogen to a fleet of heavy-duty fuel cell electric vehicles (FCEVs), which also use platinum group metals (PGMs) to catalyse the conversion of hydrogen into electricity for vehicle mobility and, if needed, also stationary power. Airbus has joined the world's largest clean hydrogen infrastructure investment fund which is at the ready to fund credible large-scale green hydrogen projects anywhere in the world. Transport Canada has launched a new incentive to make it easier for business to purchase heavy-duty zero-emission vehicles platinum-using fuel cells provide. Australia, which has aspirations to become a green hydrogen superpower, is one of the countries expected to become an exporter going forward. Cheap green hydrogen would be a massive breakthrough in clean energy, Bill Gates says on Gates Notes on LinkedIn. Bloomberg reports that Britain is moving forward with policies to ramp up its nascent green hydrogen industry as the government looks for ways to reduce dependence on imports of natural gas.and the list could go on. Against backgrounds like these, it is little wonder that Minerals Council South Africa comprehensively outlined in a 13-slide presentation earlier this year that green hydrogen presents a “significant opportunity” for economic development in South Africa, in that it has the capacity to create jobs, monetise the platinum industry, contribute to South Africa's decarbonisation objectives and give South Africa a chance to export energy. As pointed out more recently by Anglo American Platinum CEO Natascha Viljoen, South Africa is one of only four countries that have more renewable energy available to them than what they need for themselves, which places the country in a very strong position to be able to export energy in the form of hydrogen derivatives or even as hydrogen gas or liquid hydrogen itself. On the jobs front, South Africa's proposed Hydrogen Valley alone could potentially generate 14 0000 to 30 000+ jobs and add $3.9-billion to $8.8-billion to the economy by 2050, the Minerals Council document by its CEO Roger Baxter calculated. The Minerals Council's document on the development of the hydrogen economy in South Africa calls for the facilitation of high-level strategic thinking about the current state, potential and future of the green hydrogen economy in South Africa and globally. It proposes that South Africa Incorporated discusses what a green hydrogen industry could look like by 2030 and 2050 and suggests that an industry view of the key foundational pillars be agreed to support the establishment of a large-scale green hydrogen industry in South Africa. This could include: policy support for promoting adoption of green hydrogen technologies, including development of targets and milestones, hydrogen codes and safety standards, policy support to enable early scale up of capacity and scale; tax incentives that encourage investment in research, development and innovation to help produce green hydrogen-related applications; collaboratively establishing hydrogen corridors and refueling infrastructure, supply chains and green hydrogen industrial nodes; engagement with original equipment manufacturers in heavy trucking, rail, sea and air transport, and in stationary base load fuel cells; and consideration of skills requirements and potential changes to curricula to enable...
What will be Australia's biggest electrolyser – a platinum-using proton exchange membrane, or PEM, electrolyser – is on order to provide green hydrogen Down Under at a time when the planet's lightest molecule is being highlighted as the ‘slam dunk' of heavy-haul transport in a decarbonising world. Viva Energy Australia has ordered the PEM water electrolyser from Nel Hydrogen US. When installed, it will provide green hydrogen to a fleet of heavy-duty fuel cell electric vehicles (FCEVs), which also use platinum group metals (PGMs) to catalyse the conversion of hydrogen into electricity for vehicle mobility and, if needed, also stationary power. With a contract value of about €4-million, the PEM electrolyser system is expected to be delivered in the third quarter of 2023, Nel stated in a media release to Mining Weekly. Viva Energy Australia, an ASX-listed company, owns the Geelong refinery and supplies a service station network of around 1 350 Shell and Liberty service stations across Australia, where the Australian Renewables Energy Agency is funding a 300 MWh grid-forming battery in south-west New South Wales. Interestingly, a new heavy transport transition report published by Rethink Energy names hydrogen as the ‘slam dunk' of heavy-duty long-distance FCEV trucking, ship transport and air travel News also just out is that the newly established company Innoplate is expected to accelerate the production of bipolar plates for the PEM fuel cell market. Meanwhile, British Petroleum company bp and Germany's thyssenkrupp are working together, as part of a memorandum of understanding, to help the hard-to-abate steelmaking sector to decarbonise faster with the use of hydrogen. Also, Air Products has signed an agreement with VPI of the UK to develop an 800 MW hydrogen production facility in Immingham, in pursuit of decarbonisation. In addition, Plug Power CEO Andy Marsh of the US, and Port of Antwerp-Bruges CEO Jacques Vandermeiren are working together to bring green hydrogen to the heart of Europe, while Wood Mackenzie reports that 20% of the world's green hydrogen projects are now located in Spain, which is in second place to the US's 50% of green hydrogen projects. The technology for producing green hydrogen is now a central component of the European Union's climate strategy for achieving carbon neutrality by 2050. Neon director Lion Hirth advocates on LinkedIn that hydrogen rather than electricity be transported given that hydrogen pipelines have the potential to carry so much more energy than electricity power lines, though both have comparable investment cost. As reported by Anglo American Platinum CEO Natascha Viljoen last month, South Africa is one of only four countries that has more renewable energy potential available to it than what it needs for itself, which places the country in a very strong position to be able to export green energy, with hydrogen in the form of ammonia, hydrogen gas or liquid hydrogen among the best ways of doing so. As Mining Weekly reported last week, a green electron and green molecule energy transition is tailor-made for South Africa, owing to this country's superior sun, prime wind and land, favourable storage potential, know-how and PGMs for green electricity and green mobility. Not all hydrogen generation is done with the help of PGMs. Hydrogen generation through alkaline electrolysers does not require PGMs, and nor does hydrogen from ammonia and direct combustion. Hydrogen is only green when renewables apply and renewables are inconsistent, which means storage is essential, and energy is exceedingly storable as hydrogen. If PEM electrolysers and PEM fuel cells win out – which they should on efficiency grounds – it will be a colossal bonus for South Africa because these require the PGMs that Southern Africa hosts in such abundance. In fact, a green hydrogen energy transition can be the just energy transition that South Africa simply must have. More news on the platinum front is that platinum i...
In the year of the Queen of England's platinum jubilee, the coins to be used in the Wimbledon ladies' and gentlemen's singles finals coin toss this weekend will be made of platinum for the first time in the championships' history. As Mining Weekly reported earlier this year, the coins are being presented to the championships by the World Platinum Investment Council (WPIC), the members of which are South Africa's Anglo American Platinum, Impala Platinum, Northam Platinum, Royal Bafokeng Platinum, Sedibelo Platinum and Tharisa. Made of 70 g pure platinum, each coin gram represents a year of royal service by the queen. The obverse, ‘heads', side of each coin carries the platinum jubilee emblem and has been inspired by the themes of service, endurance and strength. The design incorporates a quotation from the queen's famous speech made on her 21st birthday on 21 April 1947, ‘My whole life whether it be long or short, shall be devoted to your service', as well as an oak leaf motif inspired by the Royal Badge of the House of Windsor. The reverse, ‘tails', side of each coin is inscribed with the Wimbledon Roundel, as well as its centenary mark, specially designed for use in centre court's centenary year. The centre court allusion continues with the use of the inspirational Rudyard Kipling quote, "If you can meet with triumph and disaster and treat those two impostors just the same"; words that are inscribed above the players' entrance to centre court. All England Club chairperson Ian Hewitt highlighted the symbolic gesture as adding a special element to proceedings at this year's double celebration and WPIC CEO Paul Wilson expressed delight at the global market authority on platinum investment being given an opportunity to showcase platinum. Wilson noted platinum's service to the planet by improving air quality and paving the way for hydrogen, “particularly green hydrogen, the next generation, zero-emissions fuel – and its associated uses”. The coins were designed by bespoke jeweller Heirloom London in collaboration with the All England Club, and produced using a combination of modern technology and traditional hand-engraving techniques. Platinum, found overwhelmingly in South Africa, is the metal that is unlocking the global hydrogen economy, with hydrogen poised to become a mainstream, sustainable fuel which will play a central role in decarbonisation; over 30 countries already have road maps or strategy documents setting out their intentions in this regard. Due to its catalytic properties, platinum is fundamental to the technology that enables the hydrogen economy; it is used in the production of green hydrogen from wind or solar power and in fuel cells for zero-emission fuel cell electric vehicles, or FCEVs.
The Federal Department of Energy's National Renewable Energy Laboratory released a study that finds continued improvements with zero emissions vehicles will make medium and heavy-duty EV trucks cheaper to buy, operate and maintain.
Recently, a focus on the development in hydrogen fuel has pushed FCEVs (Fuel cell electric vehicles) once again to the forefront of road transportation decarbonization. In today's episode, we'd like to re-broadcast a previous episode, in which Ang Zhao discusses with Dr. Gregory Trencher about the potential of FCEVs and policy strategies from major players in the field, particularly in Japan. The exchange was based on a journal article by Dr. Trencher, "Overcoming barriers to developing and diffusing fuel-cell vehicles: governance strategies and experiences in Japan".
You can find out more about the Driving the Future and our guests at https://link.chtbl.com/drivingthefuture.Fueled by such factors as the climate crisis and the digital revolution, the automotive industry is changing. Whether we're talking about electric vehicles or the new customer experiences that digital technologies enable, whether it's transforming from being a manufacturer into an organization that provides mobility services, the map of the industry is being re-drawn.The commercial vehicle OEMs are confronted with significant challenges and opportunities. Tighter environmental regulation will compel them to shift their portfolio toward electric vehicles, whether battery electric vehicles (BEVs) or fuel cell electric vehicles (FCEVs). Connected services will help achieve sustainability goals but also address much wider needs. Changes like these will force OEMs to look for new ways to innovate, both internally and externally.Are you going to follow the path that others lay out, or grab the wheel and shape the future of mobility yourself? The promise of technology is big, but how do you get there?Buckle yourselves in, let's go for a ride and let's start Driving the Future today.Visit the Future Sight website →
Quantron AG was created in 2019 as a high-tech spin-off of the well-known Haller GmbH & Co. KG, with the vision of paving the way for e-mobility in inner-city and regional passenger and cargo transportation. Quantron AG combines innovative ability and expertise in e-vans, e-trucks and e-buses with the long-standing knowledge and experience of Haller GmbH & Co. KG in the commercial vehicle sector. The company's approach to e-Mobility is defined by its commitment to leveraging the most effective zero-emission vehicle technology for the use case, which means Quantron is building both hydrogen fuel cell electric vehicles (FCEVs) and battery electric vehicles (BEVs) for its clients. On this episode, the EAH team sits down with the CEO of Quantron AG, Michael Perschke, to talk about the company's mission and the vision that he and his team have for the future of e-mobility. Sponsor Links: BayoTech website: https://www.bayotech.us/ BayoTech highlight deal with Emerson: https://www.bayotech.us/news/bayotech-and-emerson-partner-on-production-and-distribution-of-hydrogen Links: Quantron AG website: https://www.quantron.net/en/ Quantron press releases: https://www.quantron.net/en/q-news/press-releases/ Intro from DoE AFDC to fuel cell electric vehicles: https://afdc.energy.gov/vehicles/how-do-fuel-cell-electric-cars-work
Indian airlines have seen a steady rise in passenger traffic in the past two months. And, just in time for the festival season, the government has allowed domestic flights to operate at 100% capacity. This, coupled with other announcements by the government, is supporting the revival of India's civil aviation sector. What else is playing in the industry's favour. *** With more than 100 films slated for release over the next four months, India's film industry is experiencing a rebirth of sorts after the pandemic affected its business. Producers are seeing this as an opportune time to release some of their big titles, which were postponed because of Covid-19. *** Wednesday's trading session clearly belonged to Tata Group stocks, with select stocks like Tata Motors, Tata Power zooming as much as 20% each on the back of the TPG investment in Tata Motors' electric business unit. What will be in the focus in today's trade? *** There is, as we know, a lot of activity in India's electric vehicle market. With concerns around climate change and a push to green mobility, a lot of ICE-based vehicles are also coming up with electric variants of their products. And Ola's entry in the e-scooter segment has charged up the electric two-wheeler market, too. Also, the government's PLI scheme for the automobile sector has a clear focus on promoting green mobility. In addition to all this, we hear about hydrogen as a fuel and a class of EVs that will not require external charging. Yes, we are talking about Fuel Cell Electric Vehicles. What are FCEVs? Do we have them in India yet? *** Listen to these and more in today's Business Standard Morning Show podcast. Watch Video
From established names like Tata Motors to new-age technology companies like Ather Energy and Ola, the automobile sector is shifting its focus to electric vehicles in view of an unprecedented rise in pollution levels and the climate change crisis therefore. The first breed of EVs to come out in the market are battery electric vehicles. Though good, these vehicles are not an alternative to the internal combustion engine, or ICE-based, vehicles simply because they have a limited range-per-charge capacity and are dependent on external charging systems. On that note, the Fuel Cell Electric Vehicles, or FCEVs as they are called, make a better alternative to ICEs-based vehicles. How? Let's find out What is a Fuel Cell Electric Vehicle? The FCEV is a type of electric vehicle that does not require external charging, but a fuel like Hydrogen to generate current required by the electric vehicle for mobility and to charge the built-in batteries for auxiliary functions. Much like the ICE-based vehicles, the FCEVs will require fuel but a green one that does not pollute the environment. How do FCEVs work: The FCEVs are electric vehicles that derive energy from a fuel cell powered by hydrogen, instead of drawing it only from a battery. Unlike conventional electric vehicles, where the battery is the primary source for vehicle traction, FCEVs use electricity generated by hydrogen-powered fuel cells and need the battery for auxiliary functions like starting the vehicle or storing energy generated from regenerative braking. Therefore, the FCEVs do not require plug-in capability to charge the battery but need hydrogen as a fuel to operate. Are FCEVs available in India? FCEVs are currently not available in India, but they have been tested here. Earlier in 2021, the country's largest power generator, National Thermal Power Corporation (NTPC), had asked the automobile industry to procure such vehicles for pilot projects. News reports suggest that international automobile makers Toyota and Hyundai Motor, and India's Tata Motors, Ashok Leyland and KPIT Technologies had shown interest in the initiative.
The transportation and mobility sector is vast, complex, unwieldy, and, most excitingly, an obvious area of focus for hydrogen fuel cell technology applications. Hydrogen FCEVs allow vehicles to run in a wide range of environments with zero tailpipe emissions and can do so without the need for extremely heavy battery cells and can be refueled in the same amount of time as a modern ICE vehicle. This makes hydrogen FCEVs an ideal fit for the heavy commercial transportation industry and is why Hyzon Motors has jumped at the opportunity to revolutionize the industry. The company has grabbed headlines all over the world with its ambitious plans for rolling out its trucks in the United States and other major markets. It has also made news with its recent announcement that the company is going public and has attracted significant investor interest. The EAH team is joined on this episode by Hyzon's CEO Craig Knight to talk about how the company is tackling some of the most significant challenges in decarbonizing transport and how it can make trucking a zero-emission operation. Sponsor Links: BayoTech, Inc. website: https://www.bayotech.us/ BayoTech news: https://www.bayotech.us/news Links: Hyzon Motors website: https://hyzonmotors.com/ Hyzon Motors news & announcements: https://hyzonmotors.com/media/ Forbes article on Hyzon SPAC: https://www.forbes.com/sites/greggardner/2021/02/09/hyzon-a-hydrogen-fuel-cell-truck-maker-in-spac-deal-valued-at-21-billion/ TechCrunch article about Hyzon manufacturing: https://techcrunch.com/2021/03/01/hyzon-motors-hydrogen-fuel-ambitions-include-two-us-factories/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAHoTn-6mK-sOfFM8JMEk14Fy7Z6dQQYZ5-4pVM0v6D9mybZxeWZ4aNlLgburIcu0JxenQ8WYTFJZ4DsJcsOiUJ6pVjQAJb30kKF6jN0OfcU1AQbl4bjwJVRO37N7CESgmDH6S41mq9bzQP4HcKXmDzafMAHT8J9pU14F8leEf4Rw
This report: The deep-dive into your comments & questions on hydrogen, Fuel Cell Electric Vehicles (FCEVs) and related issues, stemming from the recent Hyundai Nexo long distance driving world record. About the Nexo world record: https://youtu.be/6qdUbKV1YmM Help support my independent reporting, securely, via Patreon: https://www.patreon.com/user?u=54778969 Podcast (audio-only version, for listening in the car, etc.): https://anchor.fm/autoexpert Save thousands on any new car (Australia-only): https://autoexpert.com.au/contact AutoExpert discount roadside assistance package: https://247roadservices.com.au/autoex... You can also support these reports, securely via PayPal: https://www.paypal.com/cgi-bin/webscr...
This week, we wrap up our multi-episode series about hydrogen fuel cell powered cars. We explore hydrogen's potential role in the future of clean energy transportation, what the near term future looks like for hydrogen powered cars and the hydrogen fueling infrastructure, and how BEVs and FCEVs can complement each other. We also take a listener question about whether or not to trade cars with a family member, and we try another round of the Craigslist Challenge! Craigslist Challenge ($10,000, Austin, TX market) cars: Car #1: 2011 Acura TSX, 118k miles, $9900: https://www.sterlingacura.com/inventory/used-2011-acura-tsx-2-4-fwd-4d-sedan-jh4cu2f62bc016774 Car #2: 2013 Toyota Camry LE, 107k miles, $9800: https://www.cars.com/vehicledetail/detail/840301430/overview/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/jesse-chan/message
Hydrogen powered cars. What are they? How do they work? How are they different from a battery electric vehicle like a Tesla? Why are these cars only available in California? In the first of a multi-episode series about fuel cell vehicles, we explore the basic structure of hydrogen powered cars and specifically hydrogen fuel cell electric vehicles (FCEVs). We also explore what hydrogen fuel cell vehicles are available for sale today, why these cars are sold only in California, and whether we'll see more FCEVs soon. Plus, we take a listener question about how I became so interested in the automotive business. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jesse-chan/message
Podcast: Oil Markets (LS 34 · TOP 3% what is this?)Episode: Heavy-duty trucks, buses offer fuel switching opportunities for hydrogen: Hyzon CTOPub date: 2020-05-12Notes from Listening Post:HydrogenNew fuel cell electric vehicle manufacturer Hyzon Motors has made rapid progress since forming in March, already signing an MOU with a UK partner to deliver 1,000 hydrogen fuelled buses. In this S&P Global Platts Commodities Focus podcast we talk to Hyzon's CTO, Ian Thompson, about the advantages and costs of FCEVs in buses and heavy-duty trucks compared with battery EVs, and opportunities for future growth.The podcast and artwork embedded on this page are from S&P Global Commodity Insights, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
What happens when you put two energy experts in a room and ask them all about electric cars? This week we're going through the many different kinds of electric vehicles, with all of their pros and cons. From Tesla to Toyota, from hybrids to hydrogen cells, we take you through everything you need to know about electric vehicles; how they work, and which type is right for you. Watch it on YouTube! ----more---- WHAT ARE THE DIFFERENT TYPES OF ELECTRIC VEHICLE? Battery Electric Cars (BEV) The pure electric car, with rechargeable batteries and no gas engine. Some examples are the Nissan leaf, and Tesla X. “Standard” Hybrid Electric Cars (HEV) Composed of two engines - a conventional combustion engine with an electric propulsion system. These kinds of hybrids don't plug in, the electric component comes from regenerative braking. Examples include the Toyota Prius Hybrid and the Honda Civic Hybrid. Plug-in Hybrid Electric Vehicle (PHEV) PHEVs are hybrids that can recharge the battery through both regenerative braking and plugging into an external source of electrical power. The Chevy Volt and Fiat 500e are both PHEV's. Extended Range Electric Cars (E-REV) Very similar to PHEVs, but rather than using both engine types to power the vehicle, E-REVs rely exclusively on the electric propulsion system. The electric motor always drives the wheels, with the internal combustion engine acting as a generator to recharge the battery when it is depleted. Examples of E-REVs include the Vauxhall Ampera and Chevrolet Volt. Fuel Cell Electric Vehicle (FCEV) Completely different to all the cars above, but definitely worth discussing. FCEVs are powered by an electric motor, which is charged-up by combining hydrogen and oxygen to create a chemical reaction. There are only 3 available on the UK market, and they are the Hyundai's ix35, the Toyota Mirai and the Honda FCV Clarity. Read more: Choosing the Right Type of Electric Car Electric car FAQs A Beginners Guide to Fuel Cells 5 Reasons to Install an EV Home Charging Point Low-emission vehicles eligible for a plug-in grant Electric vehicle charging grants
In 2020, battery electric vehicles (BEVs) will be a cheaper vehicle option than fuel cell The post #27. Geoff Morrison: There Will Be a Competitive Market Space for both FCEVs & BEVs appeared first on Transport Energy Strategies.