寻找狼人出行的未来？.pdf

1、Jon HuntSenior Manager Hydrogen Transformation Toyota GBNO ONE KNOWS THE FUTURETHE ONLY CERTAINTY IS UNCERTAINTYPRACTITIONERS OF PROBLEM SOLVING NATURE ADAPTS AND DIVERSIFIES,MITIGATING RISKECOSYSTEMS BALANCE RESOURCES AND USE THE SURVIVAL CHALLENGE:A HUMAN TRILEMMAResourcestewardshipCarbon neutrali

2、tyGlobal equity and securityHYDROGENPowers the sun which forms life on earth Is the source of energy in fossil fuel Is the organic building block of foodIs the creator of water Hydrogen is 75%of matter in the universe Inexhaustible and renewable OUR ENERGY:WHERE DOES IT COME FROM?Geopolitical,social

3、,economic and environmental considerations Source:Elements.Visual C 2022 dataCOAL C240H90O4NSNatural gas CH4 Oil Diesel C12H23Coal production The largest source of energy related co2 emissions WHAT POWERED THE WORLD IN 2022?71%produced from non-renewables60%from fossil fuelsSource:Statistical Review

4、 of World Energy(2023)Elements.Visual COther9%9%=%Change from 2021THE HYDROGEN-POWERED SUN CREATES WEATHER A source of clean unlimited but intermittent renewablesHow can you capture,store interseasonally and transport this renewable energy?800m UK curtailed wind cost in 2023,1 TW&170m ytdTHE SUPPLY&

5、DEMAND DILEMMARESILIENT,FLEXIBLE&EFFICIENTTHE SUPPLY&DEMAND DILEMMARENEWABLE ENERGY STORAGE:BATTERY-SHORT DURATION UK BATTERY DEMAND Source:Faraday Institution(2022)UK-producedbattery demand(GWh)Source:Roland Berger(2022)Global market demand for LIB by application(GWh)GLOBAL BATTERY DEMANDNote:limit

6、ed stationary battery energy storage currently included in demand RAW MATERIAL MINES REQUIRED 359 MORE MINES/EQUIVALENT REQUIRED TO MEET FORECAST DEMAND BY 2035*Average mine cost$700m-$1bn($359bn),mining projects can take 10-15 yrs.to launch#Source:*Benchmark Mineral Intelligence 09 2022 /#MIT et al