How Green Hydrogen Could End The Fossil Fuel Era | Vaitea Cowan | TED

269,764 views ・ 2022-09-14

TED


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We're going on a field trip together.
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We're going back to middle school,
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to chemistry class.
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Do you remember this?
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It was an experiment we did with salt water,
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a battery and two pencils.
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Guess what?
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The reaction you witnessed then is a key to tackling climate change.
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Yes, at 14 years old, we already knew.
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And today, we have the means to replace fossil fuels with green hydrogen.
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Let's walk through this.
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The experiment I'm alluding to is called water electrolysis.
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And it is a way to create hydrogen.
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On Earth,
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hydrogen is found in the greatest quantities in water:
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H2O.
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And when you use renewable electricity to split water into H and O,
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that's green hydrogen.
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And the device creating this reaction is called an electrolyzer.
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There are other colors of hydrogen out there,
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but they use fossil fuels.
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So we're not going to talk about those today,
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they'll only make climate change worse.
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We are talking about green hydrogen,
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which is 100 percent clean.
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And the quickest path to scaling green hydrogen
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is by mass producing electrolyzers.
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But first, why do we need green hydrogen?
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When we look at our global energy consumption today,
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only 20 percent comes in the form of electricity or electrons.
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This means the remaining 80 percent of our world's energy use
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is in the forms of molecules.
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And while the world is making rapid progress
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in greening our electricity,
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we need to look towards our molecules as well.
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Think about your industry, transport, heating and cooling sectors.
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They're all powered by molecules.
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And yes, this means largely by fossil fuels:
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coal, oil and gas.
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We won't be able to electrify all of our sectors.
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And here's why.
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Let's start with an example from the industrial sector.
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Molecules create the reaction,
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not electrons.
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To make steel the old way we first mine iron ore,
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then burn coal to remove the oxygen from the iron mix.
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Seven to nine percent of our world's CO2 emissions
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come from this process.
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It's the coal that provides the molecule,
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creating the reaction to get rid of the oxygen.
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Electrons can't do that.
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But what they can do
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is power the device that creates green hydrogen.
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And this clean molecule will create the reaction,
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attract the oxygen
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and emit only water in the process.
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So by changing the process,
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we can eliminate up to 95 percent of our CO2 emissions.
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And today, major European steel manufacturers
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are already building green hydrogen-based steel production processes.
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(Applause)
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That's just one of the countless industrial processes,
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small and big,
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that need a molecule.
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Another example, let's say,
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that we can't use electricity for everything-everything is weight.
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Take the aviation sector.
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An 80-passenger aircraft flying on batteries.
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Kind of impossible.
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One would need more batteries just to fly the battery.
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Hydrogen planes, though, they're taking off emission-free.
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This is a 20-seater aircraft,
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and its commercial flights are scheduled two years from now.
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And by 2026,
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we'll be welcoming the 80-seater.
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And these are just two examples
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of how we can end our reliance on fossil fuels.
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The world is turning to green hydrogen
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because it is effectively coupling those hard-to-decarbonize sectors
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with green electricity.
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An electrolyzer connected to solar and wind power generation
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is transforming green electrons into green molecules.
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Green hydrogen is transforming our renewable electricity
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into an energy carrier that is extremely versatile.
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And today, this clean molecule is already being used
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in a wide range of applications.
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It can be combusted directly as a fuel and emits zero carbon emissions.
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It's also being turned into hydrogen-derived fuels
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like green ammonia, green methanol,
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which can fuel global shipping.
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Green hydrogen is being stored across seasons without losing energy,
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like here in the Alps.
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And it can then be used in a fuel cell to create electricity emitting only water,
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like in this remote village in Malaysia.
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Hydrogen is one of the most energy-dense molecules,
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and by mass it contains three times as much energy than diesel.
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So you might be wondering, well,
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why aren't we using this already everywhere?
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And so previously, the reason was the cost of green electricity.
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But that's no longer the bottleneck.
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So what's the challenge?
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It's the speed, scale and cost of making these green hydrogen generators.
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Luckily,
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people are already working on making green hydrogen a reality.
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Because to make green hydrogen the fuel source of the future,
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it needs to be cheaper than fossil fuels.
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And this means
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electrolyzers are going to need to be really, really cheap.
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We started Enapter in 2017
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with this one goal in mind and urgency in our hearts.
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And so we chose a means
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that is a bit different from how others in the industry proceed.
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We turned to economic history
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for approaches that scaled fast and reduced prices significantly.
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And the answer was clear.
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If you want to take a solution around the globe as quickly as possible,
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you need to make it a standardized, mass-produced commodity.
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A product that's easy to make and use.
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And so some believe we need larger machines.
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But we believe the electrolyser should be a standardized,
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mass-produced commodity.
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A product that can make green hydrogen anywhere for anyone.
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So to better understand our approach, let me draw an analogy.
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Up until the ’80s, mainframe computers,
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they were considered the future of computing.
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They were huge and complex equipment,
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and they were designed for businesses only.
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Then came the PC,
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and at first people laughed and wondered:
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Why would we ever need such a tiny computer?
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But ultimately, it disrupted the industry.
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And today, data centers, they use blade servers, which is PC technology.
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Why?
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Because the PC became a compact,
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standardized and mass-producible product
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that was cheap to make, easy to build,
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and that could be used in any kinds of context.
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It's time to do this with green hydrogen.
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To this end,
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Enapter is designing all of its electrolyzers as products
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and not projects.
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At the heart of our electrolyser is an electrolysis core
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generating green hydrogen,
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and it is the foundation for all of our products.
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And we're taking these core stacks
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and other components of our electrolyzers into mass production.
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And so instead of building larger electrolyzers,
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we're building compact ones
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that can be combined to achieving any hydrogen quantity needed.
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And we believe this is the quickest way to scale green hydrogen
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and drive down its price.
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And the next step
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is going into mass production.
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This is our campus.
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And it's going to be fully powered by renewables, of course,
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and that's where we'll be tackling speed, scale and cost.
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By focusing on one single core size,
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we can leverage massive economies of scale
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and drive down the price of green hydrogen.
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Because that’s what it’s all about:
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making green hydrogen cheaper than fossil fuels.
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We have the means to make green hydrogen the fuel source of the future.
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It's time to listen to our 14-year-old selves
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and the 14-year-olds of today.
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Our generation has a unique opportunity.
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It's time for the next industrial revolution.
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We can build our world's energy supplies sustainably,
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made of a lot of green electricity
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and a wave of green hydrogen molecules.
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This is how we end the fossil fuel era.
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Thank you.
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(Applause)
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