1. Welcome “Maximising Hydrogen’s value in a carbon constrained world.”
Keynote Address:
“Maximising Hydrogen’s value in a carbon constrained world.”
Duncan Macleod,
Vice President,
Shell Hydrogen.
NHA Annual Conference.
20th March, 2007, San Antonio, Texas.

2. Setting the context for Hydrogen today?
IPCC
‘Climate Change 2007’
Temperature increase of between 2.4˚C and 6.4˚C by 2100

3. Setting the context for Hydrogen today?
IPCC
‘Climate Change 2007’
Temperature increase of between 2.4˚C and 6.4˚C by 2100
Stern Review
Up to 10% of global output could be lost
Consumption per head…fall of 20%

4. Rising Global Energy Demand 100= Global primary energy demand 2000
The Shell Group – a role to play
The Energy Challenge:
Rising Global Energy Demand
Hydrocarbons here for decades to come
Global energy demand set to grow
Helping to reduce CO2 emissions – a role for Shell Hydrogen?
100= Global primary energy demand 2000
600
500
High
400
Low
300
200
Rest of the World
100
OECD
2000
2025*
2050*

5. Shell Hydrogen - committed to mobility
‘Learning by doing’:
Projects in 3 continents:
Tokyo
Amsterdam
Washington DC
Reykjavik
Rotterdam
Shanghai
White Plains

6. Shell Hydrogen – mobility challenges
A matter of timing:
Investment decision by OEMs?
Move to commercialisation?
Fuelling site locations?
No. of sites needed?

7. Shell Hydrogen – stimulating R&D
Multiple approaches:
Supporting academia
Government
The ‘Market’

8. Shell Hydrogen – from ‘conventional’ to ‘green’
Moving along continuum:
Production - Shifting H2 manufacture
Green is the goal
Supported by R&D – Virent
Remains expensive
Capacity restrictions in light of increasing demand
“Conventional”
“Clean”
“Green”
H2 from
existing
SMR
H2 from
fossil feedstock
w/ CO2
Capture
Storage
H2 from
Renewables
CO2 Emissions
H2 Production (t/d)
< 10 years years >30-50 years
Time
from now

9. Shell Hydrogen – focus on additional sectors
CO2 as the driver:
Industry
14%
Power
24%
Power & Industry are also important
Markets are here, now
Support FCV infrastructure
How to reduce related CO2 emissions?
Transport
14%

10. Shell Hydrogen – leading the move to ‘Clean’
Manufacturing:
LNG regasification
Low CO2 footprint
Place here image
of related LNG plant

11. Shell Hydrogen – leading the move to ‘Clean’
Manufacturing:
Gasification plant,
Rockhampton
LNG re-gasification
Low CO2 footprint
200km
CO2 pipeline
Power:
Clean coal gasification
Carbon Capture Storage
Conversion to Syngas
CO2 storage in North Dennison trough

12. Shell Hydrogen – a framework for investment
Requires a global approach:
Currently fragmented
California/Germany/UK taking the lead
Require conformity in legislation/regulation
Cap & Trade system incorporating CCS component

13. Shell Hydrogen – a time for strong leadership
Now is the time to decide:
FCV rollout
Multi sector approach
Partnering – synergies
Let CO2 be the driver

14. We look forward
to working with you!
Thank you.