Nel Asa · OSL:NEL
Nel Asa — Q1 2020 Earnings Presentation
13 slides from Nel Asa's earnings presentation, May 7, 2020
Slide 1: A 2x40 GW Green Hydrogen Initiative for a European Green Deal
Jorgo Chatzimarkakis Secretary General A 2x40 GW Green Hydrogen Initiative for a European Green Deal 7 May 2020 The following presentation is the property of Hydrogen Europe and is not a part of Nel´s official market analysis and company outlook
Slide 2: Hydrogen Europe members: energy, industrial and transport companies
Energy companies Industrial companies Hydrogen Europe RESEARCH Transport companies National Associations
Slide 3: Hydrogen Europe: Pure Hydrogen Companies
Hydrogen Europe: Pure Hydrogen Companies FCH techno providers and/or pure players H2 Production & distribution Transport FC Stationery FC Others
Slide 4: Multitalent Hydrogen
Multitalent Hydrogen “Missing Link” 1. Energy vector 2. Fuel 3. Chemical feedstock
Slide 5: RES are the only winner!
RES are the only winner! Source: IEA April 2020
Slide 6: European Green Deal
European Green Deal Corona- Climate- Contract Corona imposes economic recovery. Climate protection remains a major challenge.
Slide 7: Frans Timmermans, Mr Green Deal
Mr Green Deal Frans Timmermans
Slide 8: How to scale up green hydrogen?
How to scale up green hydrogen?
Slide 9: Unique opportunity to develop green hydrogen
Unique opportunity to develop green hydrogen Solar/wind Hydrogen Salt resources backbone Caverns
Slide 10: 170.000 Jobs in electrolyser manufacturing
Investments in EU Investments Investments in Ukraine and Investments Billion € North-Africa Billion € Electrolysers 13,7 Electrolysers 13,5 Offshore Wind 44,7 Solar CSP 39,4 Onshore Wind 23,4 Onshore Wind 24,6 Solar PV 14,2 Solar PV 14,0 TOTAL 96,0 TOTAL 91,5 170.000 Jobs in electrolyser manufacturi
Slide 11: Investments happen now!
Investments happen now! 4 GW in 2030 10 GW in 2040 800.000 t of H2/y
Slide 12: HydroGenewables: Heart of the Green Deal
HydroGenewables Heart of the Green Deal 1. Climate objectives maintained or raised. 2. Clear policy support for hydrogen industry. Covid-19 survey 3. Financial support linked to strong in the H2 industry commitments. 4. Compensating short term losses. 5. Unlock first commercial markets. windpark.be
Slide 13: Shift happens – Now!
Shift happens – Now!