1. “Action – alignment – adaptability” Meeting our goals for Hydrogen
Duncan Macleod
Vice President Shell Hydrogen
NHA Annual Conference
2nd April 2008, Sacramento, California

2. Global energy scenarios
A world of energy nationalism
and reactive change
A world of emerging coalitions
And accelerated change

3. Scramble

4. Blueprints

5. Shell Hydrogen – committed to mobility
“Learn by doing”
Hydrogen projects on 3 continents:
Tokyo
Shanghai
Washington, D.C.
West Los Angeles
White Plains, NYC
Amsterdam
Rotterdam
Berlin
Luxembourg
Iceland

6. Challenges A question of timing? Investment decision by OEMs
Moving towards commercialisation
Serial production ?
Mass production (100,000 FCVs/year) 3-5 years later?
Fueling site locations?
High density population areas
Moving from demonstrations to mini networks
Number of sites needed?

7. White Plains, New York
City of White Plains Mayor Joseph Delfino, Shell Hydrogen’s Phillip Baxley and City of White Plains commissioner of public works Joseph Nicoletti Jr. open the White Plains, NY station

8. Tongji, Shangahi
Shell opened Shanghai’s first hydrogen fueling station in November 2007 with Tongji University and the China Ministry of Science and Technology

9. West Los Angeles
Shell’s newest hydrogen station opens in Los Angeles later this year. Hydrogen will be produced on-site,via an electrolyzer

10. From ‘conventional’ to ‘green’
Emissions H2
Production
(t/d)
H2 from
existing
SMR
fossil feedstock
w/ CO2
Capture
Storage
Renewables
< 10 years years >30-50 years
100s s
H2 + CO2
H2+CCS
H2 Ren.
“Green”
“Conventional”
“Clean”
Time from now
Shell source

11. Leading the move to ‘clean’
Pernis refinery, Netherlands
Manufacturing
LNG re-gasification
Low CO2 footprint
Power
Clean coal gasification
Carbon Capture Storage
Conversion to Syngas
Westhollow, R&D Facility, Houston
Barendrecht gasfields, Netherlands

12. A framework for investment
Requires a global approach
Currently fragmented
California (and others) taking the lead
Conformity in legislation/regulation
Policies that favor the uptake of zero emission vehicles
Cap & trade system incorporating CCS component

13. Electric mobility Moving from concept to reality…… Plug-in Prius
Tesla EV Roadster
Cartoon: The New Yorker (1999)

14. Shell Eco-marathon

15. A time for strong leadership
Stepping up the game…
FCV roll out
Energy/auto alignment
Multi-sector approach
Sustained investment
Partnering synergies
Enabling policies & incentives
Let CO2 be the driver