A new hydrogen import strategy is expected to make Germany better prepared for increasing demand in the medium and long term. Meanwhile, the Netherlands saw its hydrogen market grow significantly in terms of supply and demand between October and April.
The German government has adopted a new import strategy for hydrogen and hydrogen derivatives, outlining the framework “for urgently needed imports to Germany” in the medium to long term. The government assumes a national demand for molecular hydrogen, gaseous or liquid hydrogen, ammonia, methanol, naphtha and electricity based fuels from 95 to 130 TWh in 2030. “Probably about 50 to 70% (45 to 90 TWh) of this will have to be imported from abroad.” The German government also assumes that the import share will increase further after 2030. According to initial estimates, demand could increase to 360 to 500 TWh of hydrogen and approximately 200 TWh of hydrogen derivatives by 2045. The import strategy is complementary to the National Hydrogen Strategy. and other initiatives. “The import strategy thus creates investment security for hydrogen production in partner countries, the development of the necessary import infrastructure and for German industry as a customer,” said Economic Affairs Minister Robert Habeck, explaining that the aim is to diversify sources of supply as widely as possible.
The Dutch hydrogen market has grown significantly between October 2023 and April 2024 between supply and demandbut no projects in the Netherlands are further advanced in their development phases, ICIS said, underscoring the lack of final investment decisions (FIDs). “Data from the ICIS Hydrogen Foresight project database shows that announced low-carbon hydrogen production capacity has increased by April 2024 to approximately 17 GW in 2040, with 74% of this capacity expected to be online by 2035.” said the London-based intelligence company.
RWE And Total Energies have concluded a cooperation agreement to jointly deliver the OranjeWind offshore wind project in the Netherlands. TotalEnergies will acquire a 50% equity stake in RWE’s offshore wind farm. The OranjeWind project will be the first system integration project on the Dutch market. “RWE and TotalEnergies have also done that made the investment decision to build the OranjeWind offshore wind farm, which will have an installed capacity of 795 megawatts (MW). Suppliers for the key components have already done so selected,” said the German and French companies.
Ineos said it would make around 250 customer deliveries in Germany’s Rheinberg area with the Mercedes-Benz GenH2 Trucks to understand fuel cell technology in practice, with the ambition to expand deliveries to Belgium and the Netherlands next year. “Ineos is investing in and prioritizing the production and storage of hydrogenWe I believe our innovations are leading the way in creating a cleaner energy ecosystem with hydrogen at its core,” says Wouter Bleukx, Business Director Hydrogen at Ineos Inovyn.
Airbus along with airplanes owner Avolon to study the potential of hydrogen-powered aircraft, marking the ZEROe project’s first collaboration with an operational lessor. “Announced at the Farnborough Airshow, Airbus and Avolon will explore how future hydrogen aircraft can be financed and commercialized, and how they can be supported by the leasing business model,” the European aerospace company said.
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