Description

TABLE OF CONTENTS

Executive summar (2)

New regulations and initiatives discussed this month (5)

Americas (5)

Australia & Oceania (5)

Europe (6)

Project updates and announcements (7)

Overview of the 2020 market for utility-scale energy storage projects (7)

Projects announced or contracted this month (7)

Australia & Oceania (8)

Projects commissioned this month (9)

Americas (9)

Tenders this month (9)

Asia (9)

Americas (10)

Focus of the month: Hydrogen-based energy ecosystem as a potential impending environment- and climate-friendly energy carrier (11)

Policies supporting hydrogen and available financing instruments (11)

Supranational level (11)

National level (13)

Rest of Europe (16)

Major Hydrogen-based projects and initiatives (18)

Project financing tendencies (18)

The interest in hydrogen is outreaching national and European limits thanks to numerous local and regional initiatives (20)

Case studies - conditions for hydrogen to become competitive (21)

Hydrogen industry (22)

Hydrogen mobility (24)

Hydrogen energy (25)

TABLE OF FIGURES

Figure 1: Static behavior required for the Dynamic Containment product (6)

Figure 2: Characteristics of the current and future dynamic containment product (6)

Figure 3: Utility-scale energy storage projects announced/contracted and commissioned in 2019 and 2020 ongoing (7)

Figure 4 : European Green Deal main directions (11)

Figure 5 : European Commission's associations, bodies or programs developing the Hydrogen industry (12)

Figure 6 : Overview of EU bodies and funding instruments supporting green hydrogen (12)

Figure 7. Different targets in the hydrogen sector as planned by the PPE (13)

Figure 8 : Investments of the UK government in the hydrogen supply chain to drive innovation (15)

Figure 9. UK government's hydrogen development paths (15)

Figure 10. FCH JU Investment volumes and targets (19)

Figure 11. European Commission – Significant key performance indicators for the hydrogen IPCEI (20)

Figure 12. Some of the largest hydrogen-based collaborative projects between local authorities and private actors (21)

Figure 13. Key-assumptions used in the business models (22)

Figure 14 : Electricity price and capex influence on the hydrogen production price considering SMR-based Hydrogen, Alkaline electrolyser and PEM electrolyser (23)

Figure 15 : Hydrogen production cost with a PEM electrolyser (Capex, Opex and electricity price) (24)

Figure 16 : Price component of the PEM hydrogen feeding the hydrogen vehicle fleet (24)

Figure 17. Mobility business model key-data (25)

Figure 18 : Thermal and hydrogen fleets cost comparison (25)

Figure 19 : The considered installation presenting the involved sources (26)

Figure 20 : Share of the load covered by each of the electricity sources of the microgrid (27)