MUTE YOUR MICROPHONE,

MUTE YOUR MICROPHONE, WHEN YOU DON’T SPEAK

SWITCH ON YOUR CAMERA, ONLY WHEN YOU ARE GIVEN THE

WORD TO SPEAK

…YOU CAN ALSO WRITE YOUR QUESTION USING THE CHAT -

THE HOST WILL ASK THE QUESTION FOR YOU USE THE ‘RAISE HAND’

FUNCTION IF YOU WISH TO COMMENT OR ASK A

QUESTION…

SHIPPERS’ FORUM

11 March 2021

MUTE YOUR MICROPHONE, WHEN YOU DON’T SPEAK

SWITCH ON YOUR CAMERA, ONLY WHEN YOU ARE GIVEN THE

WORD TO SPEAK

…YOU CAN ALSO WRITE YOUR QUESTION USING THE CHAT -

THE HOST WILL ASK THE QUESTION FOR YOU USE THE ‘RAISE HAND’

FUNCTION IF YOU WISH TO COMMENT OR ASK A

QUESTION…

PROGRAMME

-

----

Clement Johan Ulrichsen, Energinet Gas TSO

13.15 Green Gas Lolland Falster, Steen Brostrup Knudsen, Energinet Gas TSO

13.25 Baltic Pipe,

Christian Rutherford, Energinet Gas TSO

13.45 Tariff Forecast and Methodology, Nina Synnest Sinvani,

Energinet Gas TSO

14.10 Gas Storage Denmark, Iliana Nygaard

Gas Storage Denmark

14.20 Supply Situation,

Christian Meiniche Andersen, Energinet Gas TSO

14.30 EU green deal & coming regulation, Torben Brabo,

Energinet Gas TSO and

Gas Infrastructure Europe (GIE)

14.50 Hydrogen Task Force Sirko Beidatsch,

European Energy Exchange

15.20 Green Hydrogen Hub, Hans-Åge Nielsen, Gas Storage Denmark

15.40 Danish Hydrogen Export Potential, Tine Lindgren,

Energinet Gas TSO

15.55 Closing Remarks

Clement Johan Ulrichsen, Energinet Gas TSO

Coff ee Br eak Coff ee Br eak

WELCOME

Clement Johan Ulrichsen, Energinet Gas TSO

• Energinet sale of emergency gas (300 GWh)

• A transfer of gas ‘in storage’

on 1 May 2021

• Deadline for bidding is 14 April 2021 at 12.00

• Sold emergency gas will be substituted fully or partly by

CALL FOR

TENDER TO

SELL GAS

7

NEW BACK-END

MARKET IT SYSTEM

In this process we will make several decisions:

• Choice of supplier

• New processes?

• Etc.

We will possibly ask some shippers on short notice for opinions on specific questions regarding this

Please contact us on gasinfo@energinet.dk if you are interested assisting us in this

Energinet to launch a public tender on a new

back-end market IT system in March 2021

MORE CAPACITY

POINTS ON PRISMA

• Today capacity at Ellund is offered on the PRISMA platform via auctions

• The capacity points Nybro, RES-Entry, Joint Exit Zone and North Sea Entry will be offered on PRISMA

• no later than October 2022

• Energinet ambition that the future

Energinet ambition to offer all capacity

points in the Danish system at one platform

EVALUATION OF JOINT BALANCING ZONE

Joint Balancing Zone with Sweden in operation for 2 years on 1 April 2021

The regulators in 2019 requested:

• TSOs (Nordion Energi and Energinet Gas TSO) shall make an evaluation after 2 years

• In dialogue with the market

User Group will be held: 26 March 2021, at 10-12

• Participation info in gas news message

FUTURE ELLUND SOUTHBOUND CAPACITY

Agreement to offer firm capacity on a ”reasonable endeavor” basis, after Tyra redevelopment Period 1: After Tyra redevelopment and until possible new LNG terminal(s) are operational in Northern Germany:

• Gasunie Deutschland will offer capacity up to 1.5 GWh/h

Period 2: After the possible new LNG terminal(s) are operational:

• Gasunie will allocate entry capacity between the LNG terminal(s) and Ellund in a non-discriminatory way depending on capacity bookings

Energinet and Gasunie Deutschland have signed a ”Letter of Intent” on securing firm

southbound capacity at Ellund

11

INCREMENTAL CAPACITY PROCESS 2021

The process will begin 1 July 2021

• As in 2019 we will run a broader Danish

incremental process in parallel with the official process for Interconnection Point Ellund

• Material on capacities will be available in April

• Important for users interested in Ellund capacity:

Give your demand indications at the

corresponding incremental capacity process at our German neighboring TSO’s, Gasunie Deutschland and Open Grid Europe.

What are your needs for future capacity?

QUESTIONS

GREEN GAS

LOLLAND-FALSTER

Steen Brostrup Knudsen, Energinet Gas TSO

GREEN GAS LOLLAND-FALSTER

Expanding the Danish gas grid to the islands of Lolland and Falster Targeting industrial consumers, allowing for biomethane production Major news February 2021:

• Government decision to go ahead with the project

• Investment decision by Energinet board

• §4 application to the Ministry of Climate, Energy and Utilities

• Preparation of construction phase – in particular

Environmental Impact Assessment (EIA) process

GREEN GAS LOLLAND-FALSTER – MILESTONES

15

Timeline towards first gas

2020 2021 2022 2024

Open Season

Investment Decision

In operation (first gas) 2023

EIA and other permits

Construction start

• Environmental Impact Assessment proces

• Securing permits

• Surveys end

• Detailed engineering

• Contract awards continued

• Construction

• Commissioning

• Capacity reservations

• Business case

• Feasibility and concept studies

• Surveys start

• EIA preparation

• Archaeological studies

• Securing land

• Procurement and contract awards

QUESTIONS

BALTIC PIPE

Christian Rutherford, Energinet Gas TSO

HDD Houstrup ✓ Nybro terminal

In 2021, construction work will take place across Denmark, onshore and offshore. Parts of the project have been concluded.

Jutland, Funen, and Zealand onshore work

STATUS OF BALTIC PIPE

CONSTRUCTION WORK PRIMO 2021

Approximately 8,750 pipes for the North Sea have arrived at the harbour in Esbjerg.

Each pipe is 1 meter in diameter and more than 12 metres long.

All in all: 40,000 tons steel and 40,000 tons concrete coating for the 105 kilometres section in the North Sea.

THE NORTH SEA

On the Danish west coast (Houstrup Beach), we have made a horizontal directional drilling of the dunes.

In October 2020, after months of hard work, we

HOUSTRUP BEACH

33 sites for storage of gas pipes have been

established in Jutland and on Funen. The laying of the pipeline west of the Great Belt will take place in 2021.

JUTLAND AND FUNEN

ZEALAND

Across Zealand – from Slagelse to Faxe – we are in the process of burying 70

kilometres of gas pipeline.

The pipe is welded together by 12-18 metres pieces. In some places, e.g. under large roads, railways or watercourses, the pipeline is drilled or pressed under.

Work on Zealand is delayed and is

expected to be finished in the summer

In the southeastern part of Zealand, we are building a compressor station.

The purpose of the compressor station is to increase the gas pressure so large volumes of gas can be sent across the Baltic Sea to Poland.

COMPRESSOR STATION

GAZ- SYSTEM’S CONSTRUCTION STATUS

P O L A N D

Preparatory works in the organization of the permanent offices are ongoing on both landfall sites

TBM deliveries are planned for mid- March in Poland and at the beginning of April in Denmark

Tunneling works are scheduled for Q2/Q3 2021

REMIT ON TIE-IN’S

IN 2021

REMIT MESSAGE ON TIE-IN’S IN 2021

Energinet Gas TSO are working to reduce the impact of the market as much as possible

REMIT message will be updated latest in the beginning of April

BALANCING 2022 -

STATUS

In the past: operational tools at TSO level Today: WDO as market based instrument

WHY WITHIN-DAY OBLIGATION (WDO)?

Domestic

consumption DK + SE:

approx. 3 bcm/y Potential flow from

Norway: approx. 10

bcm/y

HOURLY PROCESS DURING THE GAS DAY

29

Ca. 06:45: Publication of the green zone (start)

XX:00: DSO’s start collecting DMS data

XX:20: DSO’s forward DMS data to TSO/BAM From XX:20 to XX:00:

DSO’s continue to collect DSO data

Ca. XX:05:

Publication of the ASB

Ca. XX:15-XX:30: The BAM trades, if ASB is in the yellow zone Ca. XX:40: Forward

of the IASB to the individual shippers

Last process is run after the end of the gas day, to settle the last

hour of the gas day – hereafter the cash out is performed

OUTCOME OF USER GROUP 3 MARCH

1. Data quality

• Further information needed on expected quality level through Q&A and in Method Application

2. No Punishment Principle

• Individual quality percentage

• Use another price than Neutral Gas Price (as this might not be neutral in the given hour)

• Also focus on end-of-day balance, and not only yellow zone trades

3 main focus points

OVERALL TIMELINE

31

Getting close to first official consultation

NEXT STEP: CONSULTATION

IN APRIL 2021

UPSTREAM

METHODOLOGY

METHODOLOGY

FOR INTEGRATING UPSTREAM PART OF BALTIC PIPE

Consultation period:

• 21 December to 31 January 2021

• 5 written replies

• Thanks for the qualified input

Next step

QUESTIONS

Contact: cru@energinet.dk

TARIFF METHODOLOGY

& FORECAST

TARIFF METHODOLOGY

• Adjustments as follow:

• Capacity/Commodity split – 100%/0

• Long term multiplier

• Gas year vs. calendar year

• To many uncertainties makes the work difficult

• New economic regulation

• Volumes and flow after 2022

37

We are working on the changes proposed on the User Group in January. We are also looking into the consultation responses in relation to the Joint Danish market model

User Group if

needed?

TARIFF FORECAST

The model will be updated in case of:

• Publication of the annual report

• Tariff calculation for the coming gas year

• Any other significant changes in the assumptions

We will announce any changes in the Gas news on Energinet.dk

The same uncertainties makes the tariff forecast very difficult…

QUESTIONS

41

Current cases and pipeline

The Danish Utility Regulator

Energinet Shippers’ Forum DUR/TERI/PELJ March 11, 2021

Current Cases and Pipeline

Current Cases:

1. Ellund Incremental Capacity Process

- DUR and BNetzA are coordinating decisions on Joint Proposal from GUD, OGE and Energinet.

Consultation expected end March and decision by April 2021

2. Offshore tariff complaints 2011-2020

- Comparison to market practice ongoing

3. Baltic Pipe URE/DUR agreement

- Regulatory responsibility Baltic Pipe DK/PL

Pipeline:

Expected submissions of methodology for regulatory approval:

Baltic Pipe:

• New DK/S balancing model

• Integration of North Sea offshore part into the current DK/S market model

NC TAR:

• New tariff methodology from October 2022

Market Report 2020

• Focus areas: Ellund, Tyra-Rebuild, Trading

43

Publications

ACER/CEER European Green Deal Regulatory White Papers

Purpose: To deepen understanding of regulatory aspects of Green Deal issues

1

Paper:

When and How to Regulate Hydrogen Networks?

2

Paper:

Regulatory Treatment of Power-to-Gas

https://acer.europa.eu/Official_documents/Position_Pap ers/Pages/default.aspx

Anthology

DUR soon to publish Volume I of its anthology on Energy Regulation in the Green Transition The anthology is a collection of contributions by leading academics, with backgrounds in

economics, law and engineering

Joint DUR-FSR-CSEI Online Book Launch Event 25

of March:

https://fsr.eui.eu/event/energy-regulation-in-the-green- transition-an-anthology/

BREAK

SHIPPERS FORUM

11^th MARCH 2021

▪ SY21+ capacity status

▪ SY21 available / not sold capacity

▪ SY21 and SY22 open for sale

▪ SY21 pricing short and interruptible products

▪ Short status on the Market Consultation

AGENDA

47

SY21+ CAPACITY STATUS

11^thMarch 2021

SOLD SY21 GWh

Sold capacity (incl. long term capacity) 5066

Call Option 30/4-2021 1100

TSO Emergency 1700

AVAILABLE FOR SALE GWh

SY2021 2211

SY2022 9000

SY2023 9000

SY2024 9000

SY2025 9000

SY21 - AVAILABLE / NOT SOLD CAPACITY

2,211 GWh available for sale in SY21

▪ Ongoing process to find an appropriate way to bring the capacity to the market

▪ Customers are invited to contact us with ideas for new products

▪ In case of no sale materializes, the capacity may stay unsold

49

SY21 AND SY22 – OPEN FOR SALE

Pricing exemples:

▪ 3.00 €/MWh for 170/170 product

▪ 3.50 €/MWh for 170/85 product

▪ 4.00 €/MWh for 120/60 product

Additional flexibility:

▪ 750 €/MWh/hour/year – injection capacity

▪ 2,100 €/MWh/hour/year – withdrawal capacity

Ongoing dialogue about long term capacity 2022 and beyond

11^thMarch 2021

SY21 PRICING

SHORT & INTERRUPTIBLE PRODUCTS & VARRIABLE INJECTION FEE

YEAR PRODUCT SY2020 SY2021

€/MWh/hour/year 750,00 750,00

DKK/kWh/hour/year 5,595000 5,595000

INJECTION SHORT PRODUCTS maj-21 jun-21 jul-21 aug-21 sep-21 okt-21 nov-21 dec-21 jan-22 feb-22 mar-22 apr-22

MA price, €/MWh/hour/month 90,00 90,00 125,00 250,00 250,00 250,00 250,00 125,00 125,00 125,00 90,00 90,00

MA price, DKK/kWh/hour/month (ONLINE price) 0,671400 0,671400 0,932500 1,865000 1,865000 1,865000 1,865000 0,932500 0,932500 0,932500 0,671400 0,671400

DA price, €/MWh/hour/day 6,00 6,00 8,00 17,00 17,00 17,00 17,00 8,00 8,00 8,00 6,00 6,00

DA price, DKK/kWh/hour/day (ONLINE price) 0,044760 0,044760 0,059680 0,126820 0,126820 0,126820 0,126820 0,059680 0,059680 0,059680 0,044760 0,044760

WD price, €/MWh/hour 0,25 0,25 0,35 0,70 0,70 0,70 0,70 0,70 0,35 0,35 0,25 0,25

WD price, DKK/kWh/hour (ONLINE price) 0,001865 0,001865 0,002611 0,005222 0,005222 0,005222 0,005222 0,005222 0,002611 0,002611 0,001865 0,001865

YEAR PRODUCT - WITHDRAWAL SY2020 SY2021

€/MWh/hour/year 2.100,00 2.100,00

DKK/kWh/hour/year 15,666000 15,666000

WITHDRAWAL SHORT PRODUCTS maj-21 jun-21 jul-21 aug-21 sep-21 okt-21 nov-21 dec-21 jan-22 feb-22 mar-22 apr-22

MA price, €/MWh/hour/month 90,00 90,00 90,00 90,00 90,00 600,00 600,00 600,00 800,00 800,00 800,00 800,00

MA price, €/kWh/hour/mdr (ONLINE price) 0,09000 0,09000 0,09000 0,09000 0,09000 0,60000 0,60000 0,60000 0,80000 0,80000 0,80000 0,80000

DA price, €/MWh/hour/day 12,00 12,00 12,00 12,00 12,00 24,00 24,00 24,00 48,00 72,00 120,00 120,00

DA price, DKK/kWh/hour/day (ONLINE price) 0,08952 0,08952 0,08952 0,08952 0,08952 0,17904 0,17904 0,17904 0,35808 0,53712 0,89520 0,89520

51

MARKET CONSULTATION – SHORT STATUS

❑ The consultation was announced on January 27

and closed on February 22

❑ 87% participation in relation to the number of all active storage customers

❑ GSD has invited all participants for further discussions during March/April

If there are storage customers or other market players, who regret that they have not

participated → please contact us

CONTACT

QUESTIONS?

SUPPLY SITUATION

Christian Meiniche Andersen, Energinet Gas TSO

SUPPLY SITUATION SPRING 2021

• Cold February result in high utilization of EU Storage

• Safe Storage Level (SSL) shows effect on Danish storage

• Filling requirements release 46 GWh/d from March 1.

• 100% Ellund = 136 GWh/d

EFFIS - Long-term monthly forecast of temperature and rainfall

anomalies (europa.eu)

17-02-2021

Sagsdokument: 21/01562-5 55

ELLUND ENTRY BOOKINGS AND FLOW

SSL 2020/21 AND STORAGE BOOKING 21/22

• Currently storage bookings 21/22 are less than SSL 20/21 (current year)

• Risk of gas shortage >5% (100%

utilization of Ellund entry)

• SSL might be different in 2021/22

Booked by shippers 5,1 TWh (Called options +1,1 TWh)

5%

QUESTIONS

Contact: can@energinet.dk

EU GREEN DEAL AND

COMING REGULATION

Paris 2050

Limiting global warning effect to 2°C

Climate change agenda

New Green Deal

Climate neutral by 2050

budget EU

1.1 TEUR MFF + 0.7 TEUR

NGEU

Climate Law

Binding target of 55% reduction in

2030

2015

5 years

2019

1 year

2020

December

2020

December

The European Green Deal – Focus on industry and economy

The transition is massive!

Total EU energy consumption 12-13000 TWh

Electricity Gasses Oil Coal/FS

Electrification Indirect electrification

Electrons Molecules

50-62%

Mulitplie regulatory pathways needed

(thoughts)

Scale Size

Pilots

Clusters

Scaling up

Inter- connect

Backbone

Different countries are or soon will be in different places, as their staring point with

- Existing H2 industries

- Possibility to convert networks - Need for Storage

- Abundant REN power - Possibility to blend

Gives a need for multiple regulatory pathways.

Already in the short-term!

63

Mulitplie regulatory pathways needed

(thoughts)

Time Scale

Size

Pilots

Clusters

Scaling up

Inter- connect

Backbone

Different countries are or soon will be in different places, as their staring point with

- Existing H2 industries

- Possibility to convert networks - Need for Storage

- Abundant REN power - Possibility to blend

Gives a need for multiple regulatory pathways.

Already in the short-term!

Basic regulation for all

More details Detailed

Very advan

ced

Pipelines: volumes and security of supply (EHB)

European Hydrogen Backbone in 2040:

• 23,000 km

• € 0.13 on average / kg H2 / 1000km

• 75% of converted natural gas pipelines

• 25% new pipeline

Hydrogen storage – Actual projects

BadLauchstäd, Energy Park,

GET H2 Undergound Sun

Storage, Underground Sun Conversion

Aquamarine project

(blending) HyGreen Provence,

Stopil H2,

HyGéo, Hypster RINGS

(research)

Hysecure, Centurion

Depleted fields Aquifers

Salt caverns

HyStock HyBalance

Import terminals:

Europe’s entry door to liquid hydrogen and hydrogen carriers

Decarbonising LNG at the terminal

Import and export of hydrogen carriers

“The Forum invites the Commission to consider regulatory measures addressing these challenges [importing renewable and

low-carbon gases] whilst making efficient use of LNG terminals to contribute to increased system flexibility and security of

supply.”

QUESTIONS

Hydrogen Working Group at EEX

Intention, setup and first results

69

Intention for the hydrogen working group at EEX

▪

Develop with stakeholder, interested in hydrogen, a real H2 trading market

▪ Already in an early stage, to avoid undesirable market developments

▪ Negative locked-in effects witch might results in potential market closure (e.g. bilateral long-term supply contracts with 100% coverage as in the past for natural gas)

▪ Usage of public subsidies only for a few industrial player in steel and chemical sectors

▪ Usage of hydrogen only in the steel, chemical or transportation sector, but not for heating

▪

Gather intelligence from the market & industry - collective/swarm intelligence

▪

Link trader community (power, gas, GO) and hydrogen industry to support a market based H2 market ramp-up along the entire hydrogen value chain

▪

Force standardisation in H2 industry to enable European-wide trading

▪ In quality/pureness of H2 – cross border trading!

▪ Price notation of H2 – €/MWh

▪ H2 products (commodities + GO + indices/benchmarks) + H2 trading processes

▪

Support regulator, decision maker and associations with market know-how

▪

Increase transparency for & trust into H2 business for wider public

Current setup of the H2 working group & first results

▪

Kick-off event in November 2020 with ca. 120 participants

▪ Representing 65 companies from 11 countries

▪ General support for quick market development

▪ Strong support for unbundled trading of hydrogen as commodity and GO-H2

▪ Strong support for fast introduction of a market based hydrogen index - HYDRIX

▪ Strong support for fast hydrogen trading in the spot market NL and D.

▪ Strong support for an European solution regarding GO-H2 over national ambitions

▪

More than 40 companies (8 countries) wants to join EEX H2 Working Group

▪ Ad hoc meetings planned, according speed and content of developments

▪ English language (on request: translation into German) via MS Teams

▪ For free, but with the strong intention to push the trading market development

▪ Next meeting on 23/03 to develop the hydrogen index – HYDRIX

▪ Composition of H2WG, results and further info very soon on EEX homepage

71

A. Non-discriminatory (regulated) third party access to hydrogen infrastructure

▪ Equal treatment of all customers interested in transporting, storing or blending of hydrogen

▪ Ex-ante transparency about costs for usage of infrastructure and ancillary services

▪ Increase of competition through market entry of new market player along the entire value chain (e.g. production, storage, consumption but also trading) will improve market efficiency

B. Uniform and standardised hydrogen quality in the hydrogen infrastructure

C. Establishment of an market operator (MO), who operates physical or virtual hubs (VTP) for hydrogen, e.g. with the following ancillary services based on market prices:

▪ Title Transfer Services/Nomination Services on the hub with price notation in €/MWh

▪ Balancing services to match imbalanced shipper portfolios at market prices

▪ Purity management of pure H2 grids and blending of natural gas grids

D. Mandatory blending of natural gas grid up to a predefined H2 quota by MO

▪ According regulatory predefined H2 quota in %, to kick-off the hydrogen trading market asap E. Option: Mandatory buy of H2-GO for each consumed MWh hydrogen

▪ Could kick-off H2-GO market asap; allows also virtual greenness of gas grids on a first stage F. Merger of H2 cluster into H2 markets with sufficient maturity for trading & competition

▪ Only for H2 cluster, which are today not mature by itself for trading & competition

▪ As fastest as possible, backed by MBI and paid by public subsidies during the ram-up phase G. Recognition of H2-GO for industry according GHG avoidance in RED II

First detected regulatory pillars to launch H2 trading markets

1. Enables price transparency, increase trust from policy makers, regulators and industrial players along the entire value chain - and the general public

2. Support decarbonisation and climate neutrality targets for 2050, based on hydrogen, via market based and tradable instruments/products

3. Act as catalysator and innovator to develop hydrogen from the scratch into wholesale trading markets under involvement of existing/new market players 4. Provide transparent and tradable market prices for H2 as commodity

and H2-GOs and enable trading of hydrogen in a standardised quality

5. Enables the gas industry to use existing gas infrastructure, market proved (access) regulation and market design as backbone for ramp up of EU H2 trading markets

6. Support grid/market operator to offer ancillary services as title transfer, balancing, purity, blending but also merger of H2 cluster via trading products to market prices 7. Enables, based on market price signals in €/MWh, safety for planning and invests

Why do EEX believe in hydrogen trading markets?

Thank you very much for your attention!

Miriam Brandes +49 173 7036 797

Miriam.Brandes@eex.com

Sirko Beidatsch +49 341 2156 223

Sirko.Beidatsch@eex.com

BREAK

FROM NATURAL GAS STORAGE TO ENERGY STORAGE

Hans-Åge Nielsen hni@gasstorage.dk +45 23 33 87 07

Not a commercial company

• We are state owned

• We operate critical infrastructure

But we act in a

commercial framework

• We operate on marked conditions

• We optimize our customers' value creation

Infrastructure with a purpose

The future

Production

Storage TSO

DSO

Consumer

FROM SIMPLE VALUE CHAIN TO SECTOR INTEGRATION

Case based on historical power prices:

Input

• 600 MW Electrolyzer @ 75% efficiency

• Power price for operation: <40 €/MWh

• Case period: 2019 in West Denmark

• Hydrogen supply: Flat 24/7/365 Result

• Operational hours 4122

• Storage need 400 GWh / 123 million Nm³ H₂

• Storage solution: 2 caverns “Lille Torup class”

300 m

WHAT WE BRING!

A FULL PTX VALUE CHAIN

AND PERHAPS THE FIRST PUBLIC HYDROGEN INFRASTRUCTURE?

THE CONCEPT DESIGN BEHIND GREEN HYDROGEN HUB DENMARK

320 MW

200 GWh 350 MW

Strategic position in the area between Hobro and Viborg:

• Very good integration to electric grids

• In vicinity of potential H2 customers

• In vicinity of biogas production

• In vicinity of wind farms

• In vicinity of district heating customers

• Only place with salt caverns in Denmark

LOCATION LOCATION LOCATION

2 Dec 2020 81

For more info: https://greenhydrogenhub.dk/

FOUR TYPES OF SERVICES AND COSTUMERS

Sceurity of demand Price risk mitigation:

• Renewable energy

Sceurity of Supply of Green Hydrogen

• Industries

Real-time green power

• Accountability / Additionality driven

System service for power system

OUTLOOK

DEVELOPMENT OF PUBLIC HYDROGEN INFRASTRUCTURE

83

POSSIBLE ROLL-OUT OF HYDROGEN INFRASTRUCTURE

Scaling through continues value chain optimization

Linepack PtX

Refineries

CCU

System operator

PtX Biogas

PtX

Energy island

Flexible consumption

QUESTIONS?

85

DANISH HYDROGEN

EXPORT POTENTIAL

87

Power Water

H₂ ^.

CO₂

Biomass

Limited ressource

Limited ressource Unlimited ressource

Directe usage

Synthesis without carbon

Synthesis with carbon

Renewables Electrolysis

Hydrogen

Ammonia (NH

)

Heat

Heat

Eg.:

- (Heavy) Transport (FC) - Refineries, steel

- Peak Power and Heat - Export

E.g.:

- Fuel for shipping - Fertilizers

Fx:

- Methanol, methane - Jetfuel

- Benzin & diesel - Chemical products - Etc.

N₂(air)

C H C+H

H

H N

Hydrocarbons (gas or

liquids)

Oxygen

A RENEWABLE HYDROGEN VALUE CHAIN

RENEWABLE ENERGY POTENTIAL

Development of renewable energy capacity drives down the costs of green power

…And increases the share of renewables in the grid for green hydrogen production

…but causing pressure on the grid

%

10 15 20 25 30 35

RENEWABLE ENERGY INSTALLATION IN DENMARK (GW)

FLEXIBILITY WITH H2 INFRASTRUCTURE

89

Line-pack

Long-term storage

Physical flows of hydrogen Four focus areas identified in Energinet’sPtX Action Plan

GERMAN H2 IMPORT DEMAND

Denmark/Sweden Russia

Netherlands/Belgium Norway

Czech Republic

Baltic States, Finland and Poland

IMPORT

91

HYDROGEN BACKBONE FOR INTEGRATED EU MARKET

Energinet illustration Gas for Climate: European Hydrogen Backbone Study: Link

GERMANY: FROM VISION TO

PLANNING

2,5-8 GW

transport capacity

STUDY ON THE POTENTIAL FOR H2 NETWORK TO

HAMBORG

Temporary scetch of the route

340-440

km pipeline

50-60 %

Retrofit of existing pipelines

Supply/

demand dilemma

Study of concrete hydrogen

network

Market dialogue via

TYNDP process Next step Focus of study

Motivation

Publication:

April

PTX AND HYDROGEN IS A STRATEGIC PRIORITY FOR ENERGINET

*Danish only

QUESTIONS

Contact: til@energinet.dk

FINAL REMARKS

Next Shippers’ Forum 10 June 2021