Just Brief note on Green Thesis
Energy
Energy is the ability to do work.
Energy can be converted from on form into another. For example, the food a person eats contains chemical energy, and a person’s body stores this energy until he or she uses it as kinetic energy during work or play.
The stored chemical energy in coal or natural gas and the kinetic energy of water flowing in rivers can be converted to electrical energy, which in turn can be converted to light and heat.
Type of Energy Sources
Fossil Fuels
Green Hydrogen – Next Big Energy
Grey Hydrogen – Demand and Consumption
Green Hydrogen Production
Green Hydrogen Consumption
Green Hydrogen – India Mission
In August 2021, India announced the launch of ‘National Hydrogen Mission’. The Mission aims to support the government’s efforts in meeting climate targets and making India a green hydrogen hub. The target for green hydrogen production is ~5 million tonnes by 2030 under this mission. In Feb 2022, the Ministry of Power (MoP), the Government of India notified the ‘Green Hydrogen Policy’ as the first leg of policy instruments to further bolster efforts in this direction.
Most efficient alkaline electrolyzers today consume ~50 kWh of electricity and 10 liters of fresh water to produce 1 kg of hydrogen.
Therefore, if all the ~5 million tons of green hydrogen production target by 2030 were to be achieved via alkaline electrolysis, India would require ~50 billion litres of fresh water and 250 billion kWh of electricity supply from renewable sources of energy, primarily wind and solar PV. This translates to ~115 GW of installed renewable power generation capacity @ 25% CUF (for hybrid round-the -clock supply).
Green Hydrogen has 2 major components – Solar Panel and Alkaline Electrolyzer
Solar Panel
Alkaline water electrolysis splits water molecule H2O into hydrogen H2 and oxygen O2 consuming electricity.
Material for Alkaline Electrolzer
The key materials in an alkaline electrolyser are:
Steel for all the tanks, pipes, cell frame reinforcement and containers
Nickel for the electrodes
Zirfon for the diaphragm
A strong alkali, generally potassium hydroxide (KOH)
A corrosion-resistant polymer, for example polyphenylene sulfide, as main component for the frame and/or for the pump
Aluminium and copper in the power electronics
Polytetrafluorethylene (PTFE) for the gasket in-between cells
Big Corporate Houses Green Hydrogen Plans
Adani Green Hydrogen Plans
Ambani Green Hydrogen Plan
Reliance is not new to hydrogen. We are one of the largest producers of grey hydrogen globally. We aim to progressively commence transition from grey hydrogen to green hydrogen by 2025, after proving our cost and performance targets,“ Ambani said.
He added that the company will establish 20 GW of solar energy generation capacity by 2025
On plans for battery manufacturing, he said RIL aims to start production of battery packs by 2023 and scale up to a fully integrated 5 GWh annual cell to pack manufacturing facility by 2024, and to 50 GWh annual capacity by 2027.
Reliance has committed to enable at least 100 GW of solar energy by 2030, leading to creation of a pan-India network of kilowatt and megawattscale solar energy producers who can produce Green Hydrogen for local consumption.
Why GACL ?
Key Material Required for Solar Panel and Alkaline are Aluminum and Polymers which requires Caustic Soda and Chloromethanes as raw material which is manufactured on large scale by GACL.
Major plants of solar panel are coming in western part of India and majorly in Gujarat in coming years
Due to its favourable location in the solar belt (400 S to 400 N), India is one of the best recipients of solar energy with abundant availability.
Solar power installed capacity has increased by more than 18 times, from 2.63 GW in March 2014 to 49.3 GW at the end of 2021.
India has generated 47.64 BU of solar power in the first half of 2022, a 34% YoY increase.
The Bhadla Solar Park in Rajasthan’s Jodhpur district is the largest solar power plant in the world. Spanning 14,000 acres, the power plant is fully operational and has a capacity of 2,250 MW.
Adani Group aims to become the world’s largest solar power company by 2025 and the biggest renewable energy firm by 2030.
Delhi’s Indira Gandhi International Airport (IGIA) has become the first Indian airport to run entirely on hydro and solar power. Around 6% of the airport’s electricity requirement is met from the onsite solar power plants.
In November 2021, the government announced future plans to increase the funding under the PLI scheme for domestic solar cells and module manufacturing to RS. 24,000 crore (US$ 3.17 billion) from the existing Rs. 4,500 crore (US$ 594.68 million) to make India an exporting nation.
The world’s largest floating 600 MW solar energy project will be constructed at the Omkareshwar Dam in the Khandwa district of Madhya Pradesh at the estimated cost of Rs. 3,000 crore (US$ 3.84 billion). The project is expected to begin power generation by FY23.
GACL more than 25% power requirement is met through Renewable sources and going forward it may move to more than 50 % as they have entered into Tie up with NTPC for constant supply of 100 MW renewable energy which will be used to produce to Green Ammonia and Green Methanol and in turn which will be used as a feedstock for its Electrochemical unit production.
Water electrolysis is an electrochemical process that splits water into hydrogen and oxygen using electricity. Globally, only 4% of hydrogen is produced through this process, with most of this being by-product hydrogen from the chlor-alkali industry.
At present, Chor Alkali industry is producing Grey hydrogen as they are using using Natural Gas or Coal for power generation . Once they start using renewable sources for power generation , the commodities which are produced will be termed as Green Commodities same as Green Ammonia and Green Methanol.
Learner of India’s Green Hydrogen Mission and Thank you for your patience reading.
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