Green Hydrogen- The ultimate Green Fuel- Indian companies that are leading the Green revolution in India!

LNG can use to make hydrogen :question:

LNG is basically “Liquified Natural Gas”.
CNG is “Compressed Natural Gas”
Both are having the same molecule Methane CH4.
But LNG being a liquid can be transported by ships and tankers …that is how we import LNG and then convert this in to Compressed Natural Gas for our auto fuel / domestic kitchen.

Apart from Auto fuel and domestic fuel , CNG Methane CH4 is also used as an important Gas for Production of Hydrogen in Fertlizer plant and oil refineries…i
In fertliser plants, Hydrogen is a feed stock for Ammonia and DAP production.Oil refineries use hydrogen for a lot of petroleum products including reformulated fuel.

However, in this process, it involves carbon emission…Methane CH4 contains carbon.

Hence Green hydrogen is the theme in which Hydrogen is to be produced from water by electrolysis and if the electricity is produced from solar /wind to power the electrolysis process , we call it a Green hydrogen as there is no carbon emissions in the entire process.
You may please read the thread from the begining to get more insights

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Would be interesting to have a conversation with someone who has detailed understanding of hydrogen chemistry (finance and feasibility will come later). From research I’ve done, there are immense technological/engineering challenges in across the supply chain.

Maybe that’s why companies are just doing agreements, rather than doing some actual work on ground. These all media coverage is useless publicity stunts to show that we care for climate change, etc.

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I don’t think there is any technical/engineering /supply chain challenges ! In fact it is much more simpler than lithium Ion battery or semi conductor issue that we are facing currently. …

To produce Green Hydrogen, the Raw material required are (1) Sun light (2) Wind (3) Water …which are plenty round the year in our country - we are blessed by the nature… No supply chain involved here.
The other one is the Electrolyser - technology is sophisticated, but available everywhere in the world- No China dependency. … Linde and Cummins in USA have already installed the biggest electrolysers of 24 MW. In India we have already installed 10MW each two numbers and these are already producing Green hydrogen.

Electrolysers are also produced in our country…unlike lithium ion batteries , we don’t have to depend upon China for Electrolysers…USA and Europe produce electrolysers. Ohmium in Bangalore has been producing Electrolysers and exporting to other countries. Many others in our country are planning-Huge Capex required for Electrolysers manufacturing. The Govt is likely to consider 15000 crore PLI…

However, it appears that the demand side is so huge that our intending companies are not looking for any govt PLI …they are more than willing to put their own money in to the projects.

Apart from our domestic need , there is a huge export potential -Japan & Germany have already requested India to supply them Green hydrogen. Germany does not have much sun light and wind and Japan does not have space for putting up solar and wind project .

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Ministry of Power notifies Green Hydrogen Policy Today

*The manufacturers of Green Hydrogen / Ammonia and the renewable energy plant shall be given connectivity to the grid on priority basis to avoid any procedural delays.

*The Green Hydrogen policy will help in meeting the target of production of 5 million tonnes of Green hydrogen by 2030 and the related development of renewable energy capacity.

*Hydrogen and Ammonia are envisaged to be the future fuels to replace fossil fuels. Production of these fuels by using power from renewable energy, termed as green hydrogen and green ammonia, is one of the major requirements towards environmentally sustainable energy security of the nation.

  • Green Hydrogen / Ammonia manufacturers may purchase renewable power from the power exchange or set up renewable energy capacity themselves or through any other, developer, anywhere.

  • Open access will be granted within 15 days of receipt of application.

  • The Green Hydrogen / Ammonia manufacturer can bank his unconsumed renewable power, up to 30 days, with distribution company and take it back when required.

  • Distribution licensees can also procure and supply Renewable Energy to the manufacturers of Green Hydrogen / Green Ammonia in their States at concessional prices which will only include the cost of procurement, wheeling charges and a small margin as determined by the State Commission.

  • Waiver of inter-state transmission charges for a period of 25 years will be allowed to the manufacturers of Green Hydrogen and Green Ammonia for the projects commissioned before 30th June 2025.

  • The manufacturers of Green Hydrogen / Ammonia and the renewable energy plant shall be given connectivity to the grid on priority basis to avoid any procedural delays.

  • The benefit of Renewable Purchase Obligation (RPO) will be granted incentive to the hydrogen/Ammonia manufacturer and the Distribution licensee for consumption of renewable power.

  • To ensure ease of doing business a single portal for carrying out all the activities including statutory clearances in a time bound manner will be set up by MNRE.

  • Connectivity, at the generation end and the Green Hydrogen / Green Ammonia manufacturing end, to the ISTS for Renewable Energy capacity set up for the purpose of manufacturing Green Hydrogen / Green Ammonia shall be granted on priority.

  • Manufacturers of Green Hydrogen / Green Ammonia shall be allowed to set up bunkers near Ports for storage of Green Ammonia for export / use by shipping. The land for the storage for this purpose shall be provided by the respective Port Authorities at applicable charges.

  • The implementation of this Policy will provide clean fuel to the common people of the country. This will reduce dependence on fossil fuel and also reduce crude oil imports. The objective also is for our country to emerge as an export Hub for Green Hydrogen and Green Ammonia.

  • The policy promotes Renewable Energy (RE) generation as RE will be the basic ingredient in making green hydrogen. This in turn will help in meeting the international commitments for clean energy.

The implementation of this policy will provide clean fuel to the common people of the country. This will reduce dependence on fossil fuel and also reduce crude oil imports, said government.

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Green hydrogen would become more of a necessity than a choice in the near future

India has all the ingredients to become the Global leader as Green Hydrogen exporter , if we play our card well.

Next 25 years, the Earth’s temp is going to rise by 1.5 Degree C by Global warming due to Carbon emissions. It is not only the climate change, but let us just imagine 75% of our earth is surrounded by sea … And this incremental growth in earth temp is sufficient which could lead to polar ice melting…it would be a disaster… By decarbonising, we need to meet at least 50% carbon reduction to prevent this from happening.

While the World has taken a target to cut down 50% Carbon by 2050, India has taken to achieve that Target by 2030.

The sector currently has a high cost of manufacturing, but rising demand for decarbonising the Globe, technological advancements, and strong government support, the industry will soon achieve economies of scale, thus lowering costs.

It is not only the Green Hydrogen producer companies /stocks mentioned in these articles are expected to do well, but the entire value chain/supply chain stocks starting from Solar/Wind/ Hydro power generation … Photo voltaic Cell, Solar Glass, Wind turbine, Electrolyser , Cathode Anode technology and up to Hydrogen Fuel Cell and /or large Battery Storage solutions would benefit.

Discl: Invested in Green Hydrogen Story…I may be biased …please apply due diligence before investing.

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I was reading an article in The Times today,about the safety of hydrogen, related example was the accident of the zeppelin.Hydrogen was cheaper, but it is explosive and that was the end of the zeppelins.Have things changed especially in safety aspects.Can it be used to replace fossil fuel cars, where safety aspects may not be understood well.Any other drawbacks that you see in mass adoption.

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sir which stocks are you invested in?

please forgive me if previously mentioned.

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You may please go through these posts
to get some idea…

Anything newly developed may involve safety issues , but then it is a part of new technolgy evolving process.
When CNG buses were introduced in 2000, several CNG Buses caught fire at initial stages . But the design thereafter was made robust. The CNG pipe line joints were made leakage proof. It is no longer considered a safety issue.

But Hydrogen fuel vehicles design is almost 20 years old. It is new. Only thing is it was not mass produced in large numbers due to cost reason. If we are targeting Green Hydrogen to cost 1 USD a Kg, then both Hydrogen fuel cell and Hydrogen IC engine could be a reality as mass production

Adani in pact with Ballard for Hydrogen fuel Cells

Hydrogen fuel cell would be used for producing electricity which would drive Automobiles. No need of any battery.

Hydrogen fuel cell can also be used to produce electricity from Green hydrogen at renewable sites of Solar, wind hydro

Only two companies namely Reliance and Adani are two pvt sector companies who have declared for betting on the entire renewable value chain of Renewables - solar / wind, Green hydrogen , Hydrogen Fuel cell. Reliance is also in to Sod ion batteries.
Tata Power is another player who is in to Solar/wind, Yet to announce for Green hydrogen and fuel cell

https://www.newsroom.co.nz/why-hydrogen-is-not-a-cure-for-emissions

An interesting take on some ratios demonstrating hydropower has best ratio if we are looking at green or environmental friendly. According to this article hydrogen is negative or not eco friendly.

Cheers

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L&T & ReNew already had a joint venture. Now Indian oil seems to have joined !
With Indian oil joining and Indian Oil can bring in much needed Govt fund to deploy , the Trio can do wonders to the Green Hydrogen project

NTPC has awarded the standalone fuel cell based 50kW micro grid pilot project with hydrogen production using electrolyser to bloom energy India pvt ltd - Bengaluru

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Great video on Learning about Green Hydrogen

Why NITIN GADKARI is pushing GREEN HYDROGEN for Indian Industries : Green Hydrogen Case study - YouTube

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Good stride by GAIL in Hydrogen foray.

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Green Hydrogen (GH2) - The Next Frontier of Energy?

Hydrogen is slowly emerging as a key source of fuel for the future. Green hydrogen (or GH2) has attracted a great deal of interest from AA (Ambani-Adani). Mukesh Ambani started off with an announcement of $10bn into green energy which was upped by Gautam Adani at $20bn. Ambani then announced a $75bn investment in the entire ecosystem of electrolyser manufacturing to solar panels.

ACME just announced a 52K cr investment in India. GAIL is getting into manufacturing electrolysers, Oil India is looking to build a GH2 plant in Assam, and NTPC is looking to set up H2 fuel stations across India.

This is an effort to understand at a very high level and in simple terms what the whole GH2 is all about.

The Green Hydrogen Opportunity

India plans to manufacture around five million tonnes of green hydrogen per annum by 2030 according to the power ministry.

Solar and other forms of renewable energies are now available at cheaper rates in India, making producing green energy a cheaper and climate-sensitive decision.

Green hydrogen energy models are substituting coal in the steel industry. With shortages of coal across the country the demand for green hydrogen might increase.

Green Hydrogen is expected to capture the fertiliser production to substitute natural gas.

Customers of green hydrogen arise from various industries. Steel, Fertilisers, Transport, retail consumption etc. India has the highest growth in demand for energy resources and green hydrogen has the potential to meet the market needs.

Industrial Gas (IG) companies have core competencies in managing networks, distribution, providing storage, liquefaction technology, and the ability to sell oxygen that will be generated along with hydrogen and backup supply.

Hydrogen Fuel

  • Hydrogen fuel is a clean fuel alternative whose by-product is only water and not CO2
  • It can act as a carrier to deliver energy from other sources
  • Can be produced from Natural gas, Biomass, Nuclear power and renewable energy like sun and water.
  • Can be categorised into grey, blue and green hydrogen based on the carbon emission incurred
  1. Grey Hydrogen: production results in emissions of large volumes of Carbon dioxide. Produced from natural gases and are widely used as of now.
  2. Blue Hydrogen: A cleaner version whose carbon emissions can be stored or reused,
  3. Green Hydrogen: Pure fuel which emits no carbon and is energy efficient. However, it is expensive to produce and store due to its highly inflammable nature.

Green Hydrogen Production Process\ 650xauto
Green Hydrogen Production Process

Production Methods:

Electrolysis

  • Creation of hydrogen from water by passing a current through an electrolyser.
  • Expensive process

Thermal Processes

  • Steam reforming where steam reacts with hydrocarbon fuel to produce hydrogen
  • Hydrocarbon fuels which can be reformed include natural gas, diesel, renewable liquid fuels, gasified coal or gasified biomass
  • 95% of hydrogen is produced by reforming Natural gas.

Biological processes

  • Uses microbes such as bacteria and green algae to produce hydrogen
  • Microbes surviving and feeding off of wastewater produce hydrogen as a by-product.
  • In photobiological processes, the microbes use sunlight as the energy source.
  • Expensive and limited resources available

Solar processes

  • Using light to produce hydrogen
  • Photobiological as explained above
  • Photoelectrochemical processes use specialised semiconductors to separate water into hydrogen and oxygen
  • Solar thermochemical hydrogen production uses concentrated solar power to drive water splitting reactions often along with other species such as metal oxides.
  • Present technology doesn’t facilitate large-scale production using this method.

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Pros and Cons of Hydrogen Fuel

Pros of using hydrogen fuel

  • Renewable
  • Readily available
  • Zero carbon byproduct meaning it doesn’t harm the environment
  • More powerful and efficient compared to traditional fossil fuels
  • No noise, visual pollution

Cons of using hydrogen fuel

  • Infrastructure to transport highly flammable hydrogen
  • Extraction of hydrogen
  • Costs involved
  • Regulatory issues
  • Storage

Use of Hydrogen Powered Vehicles

Hydrogen cars require a generator within the chassis to bring the rotational movement whereas in the case of EV the battery provides the charge required to move directly. The reason why hydrogen cars are less popular is because of the same reason. In future, hydrogen can be used to produce the electricity used in EVs

Commercial Uses

Commercial uses of hydrogen can be seen in

  • Health Care, Food and beverages - hydrogen is required in medicines and pharmaceuticals. Example hydrogen peroxide and the creation of margarine and similar foods, where unsaturated fatty acids are hydrogenated from oils to form a solid product.
  • Metallurgy - in production processes of steel, and aluminium.
  • Space operations require higher power which is provided by hydrogen
  • Power Generation.

Summary

Green hydrogen is the fuel of the future. It only produces water as a by-product. It is renewable but requires fossil fuels and coal for the separation of hydrogen.

Research is now being done to eliminate the requirement for fossil fuels in producing hydrogen fuel.

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Not able to see RIL or Adani here, maybe their plan would be added later. Surprised to see a huge number by Hero Future energy. Did some basic checks and found that this Munjal group company was founded in 2012 and has interests in renewable energies like Solar & Wind so far. Battery & Storage is also an interest area.

I am not sure if this is a subsidiary of Hero parent group or comes under listed Hero Motocorp as I am unable to find confirming evidence on any. Would be great if you or anyone else can share insights on this subsidiary, its parent and if listed company holds it. Thanks

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