For our last session of our Day : we are focussing on Manufacturing capacity that will be be built in Belgium (and around) in the H2 Value Chain.
1) Making green hydrogen affordable – High performance membranes for alkaline electrolyzers: Vincent Wille, Agfa
Focus of Agfa is on the Green H2 Alkaline Water Electrolysis Value Chain by providing membranes : taken into account the high cost off (green) electricity in EU, a key technology to make GreenH2 competitive (lowest LCOH) is the membrane that could help to maximize the output of H2 coming from (green) electrons.
The production and R&D are based in Belgium, a new plant being built right now representing an 40 Meuros investment.
2) Innovative stack components for PEM electrolyzers: Edouard d'Autume , Bekaert
Two main challenges where Bekaert has a role to play : scaling-up of technologies and reducing the costs (LCOH). As a main supplier in electrolyzer technologies, Bekaert is involved in the components (Porous Transport Layer, Membrane Electrode Assembly) of PEM stacks which are represent a consequent part of the stack value. In Belgium, Bekaert is investing in a mass market of stack components learning plant and R&D facilities.
3) Expanding manufacturing of alkaline electrolyzers: Stephane Putzeys, John Cockerill
John Cockerill is a top world-wide player provider pressurized alkaline electrolyzers.
As a global equipment manufacturing player, John Cockerill is very involved in the reduction of cost and de-risk the systems by providing a robust development process and testing capabilities.
John Cockerill want to be close of their clients by investing in Gigafactories in Europe (Belgium and France), China, USA, India, Morocco, Emirates.
A major challenge raised during the presentation is the unfair (bidding with negative margins) competition with low-cost (Chinese) manufacturers : a important question to build an EU value Chain that is the main topic today.
4) Upscaling of PEM electrolyzer manufacturing : status, challenges and way forward: Denis THOMAS, H2 powered®, Accelera by Cummins
Cummins / Accelera has presented their PEM Electrolyser products portfolio.
Factories plants are based in Canada, Belgium, Spain (new !), USA and China.
Key lessons learned from the last years has been shared with the audiance : standardization is a prerequisite, performance is key, rationalization of products (limited products), automatization in the assembly lines and lats but not least global product platforms with regional manufacturing strategy (to boost local content requirements).