DOCSLIB.ORG

Study on Value Chain and Manufacturing Competitiveness Analysis for Hydrogen and Fuel Cells Technologies FCH Contract 192

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Study on Value Chain and Manufacturing Competitiveness Analysis for Hydrogen and Fuel Cells Technologies FCH Contract 192 Study on Value Chain and Manufacturing Competitiveness Analysis for Hydrogen and Fuel Cells Technologies FCH contract 192 Evidence Report E4tech (UK) Ltd for FCH 2 JU in partnership with Ecorys and Strategic Analysis Inc. September 2019 Incorporated in England and Wales E4tech (UK) Ltd 83 Victoria Street Company no. 4142898 London SW1H 0HW Registered address: United Kingdom 133-137 Alexandra Road, Wimbledon, London SW19 7JY Tel: +44 20 3008 6140 United Kingdom Fax: +44 20 7078 6180 www.e4tech.com This report was prepared for the Fuel Cells and Hydrogen 2 Joint Undertaking. Copies of this document can be downloaded from fch.europa.eu The report and supporting study was undertaken by E4tech for FCH 2 JU in partnership with Ecorys and Strategic Analysis Inc. The research underpinning the study was undertaken between January to October 2018 ©FCH 2 JU, 2019. Reproduction is authorised provided that the source is acknowledged. “The information and views set out in this study are those of the author(s) and do not necessarily reflect the official opinion of the FCH 2 JU. The FCH 2 JU does not guarantee the accuracy of the data included in this study. Neither the FCH 2 JU nor any person acting on the FCH 2 JU’s behalf may be held responsible for the use which may be made of the information contained therein.” Contents 1 Introduction ......................................................................................................................... 15 1.1 This ‘Evidence’ report ............................................................................................................................................ 15 1.2 Context and background ....................................................................................................................................... 15 1.3 Study objectives ..................................................................................................................................................... 16 1.4 Approach overview ................................................................................................................................................ 17 1.5 Scope....................................................................................................................................................................... 18 1.6 Organising principles ............................................................................................................................................. 20 2 Methodology ........................................................................................................................ 21 2.1 Introduction............................................................................................................................................................ 21 2.2 Supply chain diagrams and descriptions .............................................................................................................. 21 2.3 Supporting database, questionnaire and survey................................................................................................. 24 2.4 Cost inputs.............................................................................................................................................................. 24 2.5 Methodology for ‘critical’ component selection ................................................................................................. 25 3 Industry overview .................................................................................................................. 28 3.1 Europe..................................................................................................................................................................... 28 3.1.1 Industrial actors .................................................................................................................................................... 28 3.1.2 Knowledge and research based actors (KBAs)......................................................................................................... 28 3.2 Other leading world regions ................................................................................................................................. 32 3.2.1 Japan .................................................................................................................................................................... 32 3.2.2 Korea .................................................................................................................................................................... 37 3.2.3 China .................................................................................................................................................................... 40 3.2.4 North America....................................................................................................................................................... 43 4 Criticality assessment and component cost basis........................................................................ 47 4.1 Critical components and selected critical components ...................................................................................... 47 4.2 Application cost data ............................................................................................................................................. 51 4.2.1 MCFC and PAFC..................................................................................................................................................... 52 4.2.2 PEMFC .................................................................................................................................................................. 52 4.2.3 DMFC.................................................................................................................................................................... 57 4.2.4 SOFC ..................................................................................................................................................................... 58 4.2.5 Reformers ............................................................................................................................................................. 59 4.2.6 Compressed gas storage ........................................................................................................................................ 59 4.2.7 Hydrogen Refuelling Stations ................................................................................................................................. 60 4.2.8 Electrolysers.......................................................................................................................................................... 60 4.2.9 Liquid carriers ....................................................................................................................................................... 62 5 Mapping of European FCH supply chains by application .............................................................. 63 5.1 Introduction............................................................................................................................................................ 63 5.1.1 SWOT analysis ....................................................................................................................................................... 63 5.1.2 Gap assessment .................................................................................................................................................... 63 5.2 Fuel cell transport applications using PEMFC ...................................................................................................... 63 5.2.1 Application introduction for cars and light commercial vehicles (FCEV) ................................................................... 65 5.2.2 Application introduction for FC Buses .................................................................................................................... 69 5.2.3 Application introduction for FC forklifts ................................................................................................................. 71 5.2.4 Application introduction for HGVs ......................................................................................................................... 74 5.2.5 Application introduction for Trains and Light Rail ................................................................................................... 76 5.2.6 Application introduction for Maritime and Inland Boats ......................................................................................... 78 5.3 HRS .......................................................................................................................................................................... 80 5.3.1 Application introduction ........................................................................................................................................ 80 5.3.2 Supply chain description ........................................................................................................................................ 81 5.3.3 Critical components............................................................................................................................................... 81 5.3.4 System-level SWOT / gap analysis .........................................................................................................................
Load more

Recommended publications
  • Security Master Symbol Description a AGILENT TECHNOLOGIES INC AA
    *The information contained herein is believed to Security Master be reliable but is neither guaranteed by EQIS Capital Management, Inc. its principles nor any affiliated EQIS companies. This information is Symbol Description intended for the exclusive use of investment Adviser Representative. This list is subject to A AGILENT TECHNOLOGIES INC change. AA ALCOA CORP COM Advisor Services are offered through EQIS AAAAX DEUTSCHE ALTERNATIVE ASSET ALLOCATION FU Capital Management, Inc. an SEC Registered AAAP ADVANCED ACCELERATOR APPLIC SPONSORED AD Investment Adviser. For information purposes AAASX DEUTSCHE ALTERNATIVE ASSET ALLOCATION F only, not for public distribution. AABPX AMERICAN BEACON BALANCED INVESTOR AAC AAC HLDGS INC COM AACFX AIM CHINA A AADAX AIM GROWTH ALLOCATION CLASS A AADEX AMERICAN BEACON LARGE CAP VALUE INSTL AADR ADVISORSHARES WCM/BNY MLNFCSD GR ADR ETF AAGIY AIA GROUP LTD SPONS ADR AAGPX AMERICAN BEACON LARGE CAP VALUE INVESTOR AAIFX CROW POINT ALTERNATIVE INCOME FUND AAIPX AMERICAN BEACON INTERNATIONAL EQUITY INV AAL AMERICAN AIRLS GROUP INC COM AAMC ALTISOURCE ASSET MGMT CORP COM AAME ATLANTIC AMERN CORP AAN AARONS, INC. CL A AAOI APPLIED OPTOELECTRONICS INC COM AAON AAON INC PAR $0.004 AAP ADVANCED AUTO PARTS INC AAPC ATLANTIC ALLIANCE PARTNER CORP SHS AAPL APPLE INC COM AAT AMERICAN ASSETS TR INC COM AAU ALMADEN MINERALS LTD AAV ADVANTAGE OIL & GAS LTD AAWW ATLAS AIR WORLDWIDE HLDGS INC COM NEW AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN I AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PA ABAC AOXIN TIANLI GROUP INC NEW
    [Show full text]
  • Fuel Starvation, United Airlines, Inc., Mcdonnell-Douglas DC-8-61, N8082U, Portland, Oregon, December 28, 1978
    Fuel starvation, United Airlines, Inc., McDonnell-Douglas DC-8-61, N8082U, Portland, Oregon, December 28, 1978 Micro-summary: This McDonnell-Douglas DC-8-61 crashed from fuel starvation while a landing gear malfunction was being examined. Event Date: 1978-12-28 at 1815 PST Investigative Body: National Transportation Safety Board (NTSB), USA Investigative Body's Web Site: http://www.ntsb.gov/ Cautions: 1. Accident reports can be and sometimes are revised. Be sure to consult the investigative agency for the latest version before basing anything significant on content (e.g., thesis, research, etc). 2. Readers are advised that each report is a glimpse of events at specific points in time. While broad themes permeate the causal events leading up to crashes, and we can learn from those, the specific regulatory and technological environments can and do change. Your company's flight operations manual is the final authority as to the safe operation of your aircraft! 3. Reports may or may not represent reality. Many many non-scientific factors go into an investigation, including the magnitude of the event, the experience of the investigator, the political climate, relationship with the regulatory authority, technological and recovery capabilities, etc. It is recommended that the reader review all reports analytically. Even a "bad" report can be a very useful launching point for learning. 4. Contact us before reproducing or redistributing a report from this anthology. Individual countries have very differing views on copyright! We can advise you on the steps to follow. Aircraft Accident Reports on DVD, Copyright © 2006 by Flight Simulation Systems, LLC All rights reserved.
    [Show full text]
  • Doc NTSB BA Issue 7 Doc Lssue 7
    Doc NTSB BA 81 08 Issue 7 I Doc NTSB BA 81 08 lssue 7 TECHNICAL REPORT DOCUMENTATION PAGE 1. Report No. 2.Government Accession No. 3.Recipient's Catalog No. NTSB-BA-81-8 I PB81-911408 4. Title and Subtitle 5.Report Date Aircraft Accident Reports - Brief Fonnat June 22, 1981 U.S. Civil Aviation 6.Performing Organization Issue Number 7 - 1980 Accidents Code 7. Author(s) ~.Performing Organization Report No. 9. Performing Organization Name and Address 10.Work Unit No. Bureau of Teclmology 3278 National Transportation Safety Board 11 .Contract or Grant No. Washington, D.C. 20594 13.Type of Report and Period Covered 12.Sponsoring Agency Name and Address 298 U.S. General Aviation Accidents Occurring in 1980 in Brief Fonnat NATIONAL TRANSPORTATION SAFETY BOARD Washington, D. C. 20594 14.Sponsoring Agency Code 15.Supplementary Notes The subject report was distributed to NTSB mailing list: lB. 16.Abstract This publication contains selected aircraft accident reports, in brief fonnat, occurring in U.S. civil aviation operations during calendar year 1980. The 298 General Aviation accidents contained in this publication represent a rand.Qm selection. This publication is issued irregularly, nonnally fifteen times each year. The brief fonnat presents the facts, conditions, circtnnStances, and probable cause(s) for each accident. Additional statistical infonnation is tabulated by injury index, injuries, and causal factors. File Ntmlbers: 3-1801 thru 3-1956 3-1958 thru 3-2074 3-2076 thru 3-2100 17.Key Words (Aviation accident, Statistical Analysis) 1~.Distribution Statement (Civil aviation, Aviation accidents), probable This document is available to cause, pilot certificate, injuries, type of accident, the public through the National phase of operation, kind of flying, aircraft damage, Technical Information Service­ conditions of light.
    [Show full text]
  • For Personal Use Only Use Personal for Beijing National Battery Technology Co., Ltd
    AVZ Minerals Limited 21 March 2018 Beijing National Battery Technology Co., Ltd to visit the Manono Lithium Project AVZ Minerals Limited (ASX: AVZ) (“AVZ” or “Company”) is pleased to advise that it is actively progressing the Memorandum of Understanding (“MOU") with Beijing National Battery Technology Co., Ltd (“BNB”) for potential investment and off-take opportunities. As previously advised, discussions with BNB have been on-going for a number of months, and as part of BNB’s already-in-progress due diligence, the Company extended an invitation to visit the Manono Lithium Project in the Democratic Republic of Congo (“DRC”). Discussions have recently been held between BNB’s Chairman and AVZ Executive Management around working together to accelerate the development and production of the Manono Lithium Project. AVZ is pleased to confirm that the Chairman of BNB and their due diligence team will be attending site at Manono in the DRC next week with AVZ Management and its strategic advisor, Airguide International Pte Limited. Beijing National Battery Technology Co., Ltd (www.nationalpower.com.cn) is headquartered in Beijing, China, and holds the dominant market position for the supply of batteries to China's bus industry and is the 7th largest battery maker globally with a focus on rapidly expanding its production facilities. AVZ’s Executive Chairman Klaus Eckhof commented: “We are very excited by the pace and professionalism demonstrated by BNB as they move through their due diligence process with AVZ. Their ambition to be a dominant player in the global battery market is an excellent match for AVZ given the size of Manono.
    [Show full text]
  • 16-18 October 2019 Shanghai New International Expo Center Message from CTJPA President
    Visitor Guide E6 16-18 October 2019 Shanghai New International Expo Center Message from CTJPA President Dear participants, On behalf of China Toy & Juvenile Products Association (CTJPA), the organizer of China Toy Expo (CTE), China Kids Expo (CKE), China Preschool Expo (CPE) and China Licensing Expo (CLE), I would like to extend our warmest welcome to all of you and express our sincere thanks for all your support. Launched in 2002, the grand event has been the preferred platform for leading brands from around the world to present their newest products and innovations, connect with customers and acquire new sales leads. In 2019, the show will feature 2,508 global exhibitors, 4,859 worldwide brands, 100,000 professional visitors from 134 countries and regions, showcasing the latest products and most creative designs in 230,000 m² exhibition space. It is not only a platform to boost trade between thousands of Chinese suppliers and international buyers, but also an efficient gateway for international brands to tap into the Chinese market and benefit from the huge market potential. CTJPA has designed the fair as a stage to show how upgraded made-in-China will influence the global market and present worldwide innovative designs and advanced technologies in products. Moreover, above 1800 most influential domestic and international IPs will converge at this grand event to empower the licensing industry. IP owners are offered opportunities to meet with consumer goods manufacturers, agents and licensees from multi-industries to promote brands and expand licensing business in China and even Asia. Whether you are looking to spot trends, build partnerships, or secure brand rights for your products, we have the answer.
    [Show full text]
  • Southeast Asia IPO Market Southeast Asian Bourses Show
    Southeast Asia IPO market Southeast Asian bourses show strong performance in 2018 even as companies in region look beyond their local shores 2018 Report Brochure / report title goes here | Section title goes here Southeast Asia IPO market 03 Vietnam’s IPO market in 2018 09 Singapore’s IPO market in 2018 11 Contact us 18 02 Southeast Asia IPO market Southeast Asia IPO market Southeast Asia performance Capital markets across Southeast Asia have performed relatively well in 2018, compared to the past five years, with a record high market capitalisation ofS$62.2 billion, having produced 152 initial public offerings (IPOs) and raisingS$12.5 billion of funds. IPO Market Capitalisation by country 45,000 2014 2015 2016 2017 2018 ) s 40,000 n o i l 35,000 l i M 30,000 $ S ( p 25,000 a C t 20,000 e k r a 15,000 M O 10,000 P I 5,000 0 Indonesia Malaysia Philippines Singapore Thailand Vietnam ota 2014 5,153 6,736 2,167 15,303 11,998 1,207 42,564 2015 6,357 4,561 559 1,888 8,470 1,297 23,132 2016 5,950 1,285 5,479 4,396 6,237 2,324 25,671 2017 4,434 5,569 3,415 8,470 18,429 5,243 45,560 2018 8,107 918 1,042 2,883 7,887 41,368 62,205 30,001 19,069 12,662 32,940 53,021 51,439 199,132 The IPO market capitalisation in Southeast Asia increased by 36.5% from 2017’s S$45.6 billion to 2018’s S$62.2 billion.
    [Show full text]
  • From Field Surgery to Advanced Robotics: Sino-Canadian Relations in Science and Technology, 1938 to 2018
    Vol. 4, Issue No. 2 December 2017 china institute occasional paper series from field surgery to advanced robotics: sino-canadian relations in science and technology, 1938 to 2018 Margaret McCuaig-Johnston China Institute University of Alberta Edmonton, Alberta, Canada from field surgery to advanced robotics: sino-canadian relations in science and technology, 1938 to 2018 By Margaret McCuaig-Johnston Senior Fellow Senior Fellow Institute for Science, Society and Policy China Institute University of Ottawa University of Alberta Published by: foreword The China Institute is pleased to publish this technology collaboration with China. Policymakers, Occasional Paper on the subject of science and elected officials, academics, and industry leaders who technology development and partnerships between seek to operate and foster partnerships in China will China and Canada. This is the second publication by find this paper of importance. the China Institute on China’s science and technology. As the Trudeau Government seeks closer ties to Today, China is a leading innovator in many China, our own development will be reinforced by science-related fields, including robotics, artificial utilizing and strengthening the network of Canadian intelligence, medical technology, space exploration, and Chinese researchers, which after eight decades of and renewable energy production. However, interaction, continues to grow. China’s success story in science and technology was advanced, in part, by historical support and Beyond the acknowledgements listed in the
    [Show full text]
  • Nobember 1996 Alerts
    General Aviation Airworthiness Alerts AC No. 43-16 A LER TS ALERT NO. 220 NOVEMBER 1996 Improve Reliability- Interchange Service Experience CONTENTS AIRCRAFT ALON ..................................................................................................................................... 1 BEECH ................................................................................................................................... 1 BOEING ................................................................................................................................. 4 CESSNA ................................................................................................................................. 4 FAIRCHILD ........................................................................................................................... 7 LAKE ...................................................................................................................................... 7 PIPER .................................................................................................................................... 7 STINSON ............................................................................................................................. 10 WSK PZL MIELEC ............................................................................................................. 10 HELICOPTERS AGUSTA ............................................................................................................................... 10 AMERICAN
    [Show full text]
  • UNIDO GEF 6 CCM Ceo End China 9226 Resubmission Signed.Pdf
    GEF-6 REQUEST FOR PROJECT ENDORSEMENT/APPROVAL PROJECT TYPE: Full-sized Project TYPE OF TRUST FUND: GEF Trust Fund For more information about GEF, visit TheGEF.org PART I: PROJECT INFORMATION Project Title: Integrated Adoption of New Energy Vehicles in China Country(ies): China GEF Project ID: 9226 GEF Agency(ies): UNIDO GEF Agency Project ID: 150157 Other Executing Partner(s): Ministry of Industry and Information Submission Date: 03/21/2017 Technology (MIIT) Resubmission date: 04/11/2017 GEF Focal Area (s): Climate Change Project Duration (Months) 36 Integrated Approach Pilot IAP-Cities IAP-Commodities IAP-Food Security Corporate Program: SGP Name of Parent Program NA Agency Fee ($) 848,350 A. FOCAL AREA STRATEGY FRAMEWORK AND OTHER PROGRAM STRATEGIES (in $) Focal Area Trust GEF Co- Focal Area Outcomes Objectives/Programs Fund Project financing Financing CCM-2 Program 3 B. Policy, planning and regulatory frameworks foster GEFTF 8,930,000 117,000,000 accelerated low GHG development and emissions mitigation Total project costs 8,930,000 117,000,000 B. PROJECT DESCRIPTION SUMMARY Project Objective: Facilitation and scale-up of the integrated development of electric vehicles (EVs) with renewable energy (RE) in China (in $) Project Components/ Financing Trust GEF Confirmed Project Outcomes Project Outputs Programs Type Fund Project Co- Financing financing Component 1: TA Outcome 1: Drafted Output 1.1: GEFTF 1,475,000 4,000,000 Policies and Programs and recommended Recommended national- policies, technical level policy instruments standards,
    [Show full text]
  • China Autos Asia China Automobiles & Components
    Deutsche Bank Markets Research Industry Date 18 May 2016 China Autos Asia China Automobiles & Components Vincent Ha, CFA Fei Sun, CFA Research Analyst Research Analyst (+852 ) 2203 6247 (+852 ) 2203 6130 [email protected] [email protected] F.I.T.T. for investors What you should know about China's new energy vehicle (NEV) market Many players, but only a few are making meaningful earnings contributions One can question China’s target to put 5m New Energy Vehicles on the road by 2020, or its ambition to prove itself a technology leader in the field, but the surge in demand with 171k vehicles sold in 4Q15 cannot be denied. Policy imperatives and government support could ensure three-fold volume growth by 2020, which would make China half of this developing global market. New entrants are proliferating, with few clear winners as yet, but we conclude that Yutong and BYD have the scale of NEV sales today to support Buy ratings. ________________________________________________________________________________________________________________ Deutsche Bank AG/Hong Kong Deutsche Bank does and seeks to do business with companies covered in its research reports. Thus, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. DISCLOSURES AND ANALYST CERTIFICATIONS ARE LOCATED IN APPENDIX 1. MCI (P) 057/04/2016. Deutsche Bank Markets Research Asia Industry Date China 18 May 2016 Automobiles & China
    [Show full text]
  • Share Financing Collateral Grading List for the Month of September 2021
    Share Financing collateral grading list for the month of October 2021 Stock code Counter name Mkt Grade Stock code Counter name Mkt Grade Stock code Counter name Mkt Grade SBIF ABF SINGAPORE BOND INDX FUND SG 3 AIT ASCENDAS INDIA TRUST SG 1 BOCJ BOUSTEAD PROJECTS LTD SG 3 ABR ABR HOLDINGS LTD SG 3 AREIT ASCENDAS REAL ESTATE INV TRT SG 1 BOCS BOUSTEAD SINGAPORE LTD SG 3 ADI ABUNDANCE INTERNATIONAL LTD SG 4 ART ASCOTT RESIDENCE TRUST SG 1 BRC BRC ASIA LTD SG 3 ACP ACESIAN PARTNERS LTD SG 3 ASEH ASIA ENTERPRISES HOLDING LTD SG 3 BWAY BROADWAY INDUSTRIAL GRP LTD SG 3 ACM ACMA LTD SG 4 AVH ASIA VETS HOLDINGS LTD SG 3 BS BUKIT SEMBAWANG ESTATES LTD SG 3 ACRO ACROMEC LTD SG 3 AMAT ASIAMEDIC LTD SG 4 BAL BUMITAMA AGRI LTD SG 3 ADDV ADDVALUE TECHNOLOGIES LTD SG 3 AHSP ASIAN HEALTHCARE SPECIALISTS SG 3 BCI BUND CENTER INVESTMENT LTD SG 3 ADV ADVANCED HOLDINGS LTD SG 4 AMH ASIAN MICRO HOLDINGS LTD SG 3 CAH CAPALLIANZ HOLDINGS LTD SG 4 ADGL ADVANCER GLOBAL LTD SG 3 APTT ASIAN PAY TELEVISION TRUST SG 3 CLCT CAPITALAND CHINA TRUST SG 1 ADVT ADVENTUS HOLDINGS LTD SG 4 APHOS ASIAPHOS LTD SG 4 CICT CAPITALAND INTEGRATED COMMER SG 1 ADGE AEDGE GROUP LTD SG 3 ATG ASIATIC GROUP HOLDINGS LTD SG 4 CLI CAPITALAND INVESTMENT LTD/SI SG 1 AEM AEM HOLDINGS LTD SG 3 ASPEN ASPEN GROUP HOLDINGS LTD SG 3 CAP CAPTII LTD SG 3 AFG AF GLOBAL LTD SG 3 ASP ASPIAL CORP LTD SG 3 CDREIT CDL HOSPITALITY TRUSTS SG 1 AAREIT AIMS APAC REIT SG 3 ASTLC 4 A1 ASTLC 4 A1 SG 2 CDW CDW HOLDING LTD SG 3 APW AIMS PROPERTY SECURITIES FUN SG 3 ASTLC 5 A1 ASTLC 5 A1 SG 2 CENT CENTURION CORP
    [Show full text]
  • Code of Federal Regulations GPO Access
    12±2±96 Monday Vol. 61 No. 232 December 2, 1996 Pages 63691±64006 Briefings on How To Use the Federal Register For information on briefings in Washington, DC, and Austin, TX, see announcement on the inside cover of this issue. Now Available Online Code of Federal Regulations via GPO Access (Selected Volumes) Free, easy, online access to selected Code of Federal Regulations (CFR) volumes is now available via GPO Access, a service of the United States Government Printing Office (GPO). CFR titles will be added to GPO Access incrementally throughout calendar years 1996 and 1997 until a complete set is available. GPO is taking steps so that the online and printed versions of the CFR will be released concurrently. The CFR and Federal Register on GPO Access, are the official online editions authorized by the Administrative Committee of the Federal Register. To access CFR volumes via the World Wide Web, and to find out which volumes are available online at a given time users may go to: ★ http:www.access.gpo.gov/nara/cfr New titles and/or volumes will be added to this online service as they become available. The initial titles introduced include: ★ Title 20 (Parts 400±499)ÐEmployees' Benefits (Social Security Administration) ★ Title 21 (Complete)ÐFood and Drugs (Food and Drug Administration, Drug Enforcement Administration, Office of National Drug Control Policy) ★ Title 40 (Almost complete)ÐProtection of Environment (Environmental Protection Agency) For additional information on GPO Access products, services and access methods, see page II or contact the GPO Access User Support Team via: ★ Phone: toll-free: 1-888-293-6498 ★ Email: [email protected] federal register 1 II Federal Register / Vol.
    [Show full text]