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dynaCERT, NEL ASA, McPhy - does hydrogen need nuclear power?

Mario Hose Mario Hose, Apaton
0 Comments| August 10, 2020

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In Europe, hydrogen as an energy carrier is becoming the focus of debate, offering a more environmentally friendly and practicable alternative to the battery as an energy storage medium in mobility. The production of batteries is an environmental sin par excellence. Raw materials have to be mined at great expense, a great amount of additional energy is needed for production, and at the end of the life cycle there is non-recyclable hazardous waste. Hydrogen, on the other hand, can be produced by electrolysis with CO2-neutral electricity and converted back into electricity. While in France the clean transformation of mobility can be mastered, Germany is in a self-inflicted and expensive dead-end road.


Environmental bonus alleviates disadvantages

The term 'carbon-neutral energy' is often used, but strictly speaking it only refers to the moment of production of electricity. This is because the extraction of rare earths for wind turbines, materials for solar energy systems and the mining of uranium causes carbon dioxide, as does the subsequent disposal.

Electricity from coal and gas power plants is considered to be non-carbon-neutral electricity. Against the background that the EU and the German government are subsidizing electromobility, it is questionable why customers do not buy the technology without government support. Battery cars must therefore have disadvantages compared to the previous cars with combustion engines.


Sympathy versus supply responsibility?

The biggest challenge for policymakers is how to deal with past mistakes and future choices. In October 2010, Chancellor Angela Merkel and her government agreed to extend the operating lifetime of nuclear power plants, thus overturning the decision of the previous red-green coalition.

Less than six months later, in the wake of a nuclear accident in Japan, 9,000 kilometers away, Chancellor Merkel changed her mind in the light of poll results and initiated the shutdown of all German nuclear power plants by 2022. An emotional and expensive decision that will present Germany with major challenges in the future.


France at an advantage

While in France 71% of the energy mix is nuclear energy, the share of renewable energies is only 11%. In Germany, the share of renewable energies is already 46%, but the share of nuclear energy is only 13.8% and after 2022 this adjustable source of electricity is to be eliminated. The German energy supply is facing a big problem.

The additional demand for electricity for charging batteries and for the production of hydrogen inevitably leads to an increase in the adjustable production of energy from fossil fuels such as coal. In June 2020, the Kiel Institute for the World Economy published a study according to which a battery car in Germany causes an average of 300g CO2 per kilometer and a modern diesel engine is much cleaner and more environmentally friendly with 173g CO2 per kilometer.


Where will energy for hydrogen come from?

Whether the number of solar plants and wind turbines can be more than doubled in the coming years is questionable. The wind industry is already struggling with the disposal of many thousands of rotor blades, from which not much can be gained except for a granulate with which, for example, plastic park benches can be produced - but how many park benches can we use?

The manufacturers of hydrogen plants and filling stations, such as NEL ASA (FSE: D7G) from Norway and McPhy Energy (FSE: M6P) from France, are nevertheless currently profiting from the political development that hydrogen is set to become an important energy carrier in Europe. The answer to the question of where the electricity for carbon-neutral hydrogen will come from is probably somewhere in the future. However, it is questionable whether a new German federal government in 2021 will dare to extend the operating life of nuclear power plants. In politics, popularity goes before logic and as long as the electricity comes out of the socket, everything is great.


Hydrogen as a catalyst for diesel engines

The following innovation is interesting in this context. dynaCERT (TSX: DYA) from Canada has developed a hydrogen technology that uses the energy carrier as a catalyst and adds it to the diesel engine during combustion via the air supply. The hydrogen is produced as required in the on-board unit and increases the efficiency of the engine during combustion. As a result, according to the company, fuel consumption is reduced by up to 19% and CO2 emissions are cut by up to 10%.

It has also been measured that NOx emissions have been reduced by up to 88% and particulate matter emissions have fallen by up to 55%. This innovation from dynaCERT is called HydraGEN and is available for retrofitting. A solution that makes existing diesel vehicles and generators cleaner while conserving resources. Whether there will ever be government subsidies for such a truly environmentally friendly innovation? It remains exciting.


CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.




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