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Toyota's Pioneering Journey in Hydrogen Mobility – Podcast with André Schmidt, CEO of Toyota Germany
Dec 13 2023
Toyota's Pioneering Journey in Hydrogen Mobility – Podcast with André Schmidt, CEO of Toyota Germany
Toyota, a trailblazer in hydrogen mobility, has been at the forefront of this technology, embracing a future beyond conventional fuels. Their journey, marked by innovation and adaptability, reflects a commitment to diverse mobility solutions.André Schmidt has been with Toyota for almost 20 years. Since January 2021, the manager has had overall responsibility as President of Toyota Deutschland GmbH. His start has been a success: Toyota grew faster than the overall market in 2022.Schmidt has held several positions for Toyota in different countries. In 2018, he joined Toyota Motor North America to lead Global Olympic/Paralympics Marketing. During his assignment in the US, he also held leadership roles in online retailing, Tier 2 marketing optimization and mobility strategies. Prior to that, Schmidt served as Director Marketing & Light Commercial Vehicle Business Unit at Toyota Motor Europe since 2015, where he pioneered a new pan-EU agency model.In 2012, Schmidt was appointed President and CEO of Toyota Sweden. In the four years prior to that, he held the role of Marketing Director of Toyota Germany. In 2005, he joined Toyota Motor Europe as General Manager Pricing & Revenue Management.His previous experience in the automotive industry includes four years at Mitsubishi Motors Europe and positions as a strategy consultant in transportation/automotive and automotive/mobility research for the GfK Group.The Multi-Pathway Approach: A Diverse Portfolio for Diverse ChallengesToyota's strategy hinges on a multi-pathway approach. Recognizing the diversity in clean energy and mobility needs, Toyota has integrated hydrogen fuel cell technologies into its portfolio. This approach is not isolated, but is part of a broader strategy encompassing various powertrains and mobility solutions. The launch of Mirai, the first mass-produced fuel cell vehicle, and the subsequent Mirai Two, exemplifies Toyota's commitment to this technology. With over 100 hydrogen fuel stations in Germany, Toyota is making strides in making hydrogen mobility practical and accessible.Global Reach and Market SuccessToyota's success with the Mirai, particularly in markets like the United States, underscores the importance of supportive infrastructure and national policies. The company's focus on markets with advanced hydrogen infrastructure, such as California in the U.S., Europe, China, and Japan, has been pivotal. Their R&D efforts in Brussels and collaborations with various companies highlight Toyota's commitment to expanding the hydrogen business globally.Addressing Infrastructure ChallengesToyota actively engages with governments and local authorities to build hydrogen infrastructure. They create 'lighthouse projects' to demonstrate the viability of operating within a hydrogen system. Partnerships with companies like GP Joule in Germany showcase the potential of a green hydrogen cycle, emphasizing the interconnectedness of the mobility and energy sectors.Commercial Applications and Retrofitting InitiativesToyota's hydrogen technology extends beyond passenger vehicles to buses, heavy trucks, and even non-automotive applications like diggers and caterpillars. They are also pioneering in retrofitting existing diesel trucks and buses with hydrogen fuel cells, a strategy that could significantly impact the decarbonization of existing fleets.Collaborative Efforts and R&D InnovationsCollaboration is key to Toyota's strategy. Recognizing that no single company can tackle the challenges alone, Toyota partners with various industry players to drive technological advancements and scale up solutions. Their ongoing R&D focuses on reducing the use of precious metals in fuel cells, improving efficiency, and cutting costs to make hydrogen technology more accessible and sustainable.The Future of Hydrogen MobilityToyota envisions hydrogen technology not as a niche but as a key player in mass mobility. While they continue to advance in battery electric vehicles, hydrogen cars offer unique advantages, especially for long-distance travel and in areas with less resilient electric grids. The introduction of models like the Crown Hydrogen in Japan is a testament to Toyota's belief in hydrogen's broad applicability.In conclusion, Toyota's journey in hydrogen mobility is marked by innovation, adaptability, and a commitment to a diverse, sustainable future. Their multi-pathway approach, global market strategies, infrastructure development efforts, and collaborative R&D initiatives position them as a leader in this evolving landscape, driving towards a vision of mobility for all.In case you missed it: Note: We are going to have a short break until next year. Thank you so much for your support this year! We are coming back after the CES 2024 with more news, articles and interviews with leading executives from the hydrogen business. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
The EU needs Africa: How hydrogen is changing the political landscape - ChangeOfDirections Newsletter 22.11.23
Nov 22 2023
The EU needs Africa: How hydrogen is changing the political landscape - ChangeOfDirections Newsletter 22.11.23
In the quest for a sustainable energy future, the European Union (EU) stands at a crossroads. The solution may lie just across the Mediterranean, in the untapped potential of North African states like Morocco, Algeria, and Tunisia. A strategic energy partnership between the EU and these nations is not just beneficial; it's a necessity for a greener, more secure energy future.Complementary Energy Profiles: The Basis for PartnershipThe European Union's ambition to become a hydrogen-powered economy faces a significant hurdle: the region's limited capacity to produce sufficient hydrogen within its borders. The EU's geographical and climatic conditions are not uniformly conducive to large-scale renewable energy production, which is essential for green hydrogen production. This limitation necessitates looking beyond the EU, turning the focus towards North Africa - a region with abundant renewable energy resources, particularly solar and wind energy, crucial for green hydrogen production. This complementary relationship between the EU's energy demand and North Africa's energy potential forms the bedrock of a strategic partnership.Stability and Proximity: Strategic AdvantagesGeographical proximity is a significant advantage. The short distance between North Africa and Europe reduces logistical complexities and costs associated with energy transportation. Moreover, political and economic stability in countries like Morocco makes them reliable partners. This proximity and stability are crucial in ensuring a consistent energy supply, a key concern for the EU in its quest for energy security.But as we learned in the last decade - a stable partner can suddenly change his political course. The current energy crisis in the EU happened because Russia decided to start a war against Ukraine and use the dependency of European states on Russian gas as a weapon. The underlying question for a future partnership will be: how can the EU avoid a one-sided dependency while giving other countries a stable and reliable partnership?Economic and Environmental Benefits: A Win-Win ScenarioFor North African countries, this partnership is not just an opportunity to export energy; it's a chance to stimulate their economies, create jobs, and develop their technology sectors. For the EU, it's an opportunity to diversify its energy sources, reducing dependence on traditional fossil fuels and moving towards a more sustainable energy mix. This shift is not just environmentally responsible; it's also economically prudent in the long term.Morocco, Algeria, and Tunisia all have stable economies, but they lack growth, and Tunisia, especially, has faced some economic problems in the past. Both Morocco and Algeria are also known as states from which refugees come to the EU. Building up a broader economic base for their populations would lower the pressure on the EU border and also ensure that the "brain drain" these countries have faced in the past comes to an end.Approaching the Partnership: Steps Towards CollaborationPolicy Frameworks and Agreements: The first step is establishing a clear policy framework. This includes bilateral agreements that outline the terms of energy trade, investment, and technological exchange. These agreements must ensure mutual benefits, respecting the sovereignty and development goals of North African states.Investment in Infrastructure: Building the necessary infrastructure, such as solar and wind farms in North Africa, and upgrading the grid connections between these countries and Europe, is crucial. This includes considering innovative solutions like green hydrogen production and its transportation.Technological and Knowledge Exchange: The EU can offer technological expertise and funding, helping set up state-of-the-art renewable energy projects in North Africa. In return, the EU gains access to a new, sustainable energy source.Ensuring Sustainability and Equity: It's vital that this partnership doesn't become a new form of resource exploitation. Projects must be developed sustainably, with respect for local environments and communities. Benefits must be shared equitably, ensuring that local populations gain from these initiatives.Long-Term Commitments: Both parties must view this partnership as a long-term commitment. This means consistent policies, even as governments and political landscapes change, to ensure continuity and stability in energy cooperation.The Logistics of Hydrogen Transportation: Pipelines and ChallengesTransporting hydrogen from North Africa to Europe presents its own set of challenges and costs. The cost of building a hydrogen pipeline depends on various factors, including the length of the pipeline, the terrain it crosses, the capacity of the pipeline, and the technology used. For comparison, the cost of natural gas pipelines can range from about $1 million to $5 million per mile, but hydrogen pipelines can be more expensive due to the need for more advanced materials and technologies to handle hydrogen's unique properties (it is a small molecule which makes it prone to leakage, and it has the tendency to make metals brittle). A pipeline covering thousands of kilometers, as would be the case from North Africa to Europe, could cost tens of billions of dollars.The time required to build such a pipeline would depend on the length, the difficulty of the terrain, the capacity of the construction companies involved, and the bureaucratic and regulatory processes in each country the pipeline traverses. Large-scale pipeline projects can take several years to over a decade from planning to completion. Typically, a project of this magnitude could take anywhere from 5 to 10 years, factoring in planning, approvals, construction, and testing phases.It's also worth considering alternatives to pipelines, such as transporting hydrogen in the form of ammonia or other hydrogen carriers via ships, or producing hydrogen locally in Europe using renewable energy sources.Conclusion: A Path Forward TogetherThe strategic energy partnership between the EU and North African states like Morocco, Algeria, and Tunisia is more than a mere transactional relationship; it's a collaboration towards a sustainable future. By combining Europe's technological prowess and financial resources with North Africa's renewable energy potential, this partnership can pave the way for a greener, more sustainable, and economically prosperous future for both regions. By building strong energy partnerships with North African countries, the EU can also extend its geopolitical influence in the region, countering the influence of other global powers and contributing to global energy stability. In this era of climate change and geopolitical shifts, such collaborations are not just beneficial; they are essential.More Links:The impact of industry transition on a CO2-neutral European energy systemA new study by Fraunhofer ISI for the EU Commission has examined the impacts of the industry transition on the European energy system in different scenarios. The study shows that Europe’s industry in 2050 will need substantial amounts of green hydrogen and a corresponding transport infrastructure, even with strong electrification of process heat. In the interview, the study’s author, Dr. Tobias Fleiter, explains the results and reveals where the green hydrogen for our industry could come from in the future. https://op.europa.eu/en/publication-detail/-/publication/72954c87-327a-11ee-83b8-01aa75ed71a1Green hydrogen in Europe – A regional assessment: Substituting existing production with electrolysis powered by renewablesThe increasing ambition of climate targets creates a major role for hydrogen -especially in achieving carbon-neutrality in sectors presently difficult to decarbonise. This work examines to what extent the currently carbon-intensive hydrogen production in Europe could be replaced by water electrolysis using electricity from renewable energy resources (RES).https://www.sciencedirect.com/science/article/pii/S0196890420311766The Political Economy of Green Hydrogen in Europe: Reinforcing Regional Inequalities?The scale-up of renewable hydrogen production and its use in industry and transport has the potential to achieve decarbonization where direct electrification is not an option. Green hydrogen also offers opportunities to develop technological leadership and economic perspectives within a future net-zero economy. https://www.rifs-potsdam.de/en/blog/2023/09/political-economy-green-hydrogen-europe-reinforcing-regional-inequalitiesMaximizing Europe’s Green Hydrogen SupplyTo rapidly reduce reliance on Russian fossil fuels, the EU recently set one of the most ambitious hydrogen deployment targets in the world: to deploy 20 million tons of renewable produced hydrogen as a fuel and a feedstock by 2030. Still, with significant public funding promised to new green hydrogen producers in the United States, some advocates in Europe have expressed concern that the EU will lose out on investments in new hydrogen facilities. https://rmi.org/maximizing-europes-green-hydrogen-supply/Building partnerships for an international hydrogen economy: Entry-point for European policy actionEuropean and the German hydrogen strategies envisage strategic technology and energy partnerships with other regions that offer favourable conditions for the production of renewable hydrogen (BMWK 2020; EC 2020). However, the development of such partnerships faces important challenges and has implications that extend far beyond the hydrogen sector. https://justclimate.fes.de/e/building-partnerships-hydrogen-economy-european-policyIn case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
The Russian-Ukraine Conflict: A Catalyst for Europe's Hydrogen Economy Transition - Change of Directions Newsletter 15.11.2023
Nov 15 2023
The Russian-Ukraine Conflict: A Catalyst for Europe's Hydrogen Economy Transition - Change of Directions Newsletter 15.11.2023
As the continent grapples with the repercussions of its heavy reliance on Russian gas, the situation has inadvertently cast a spotlight on alternative energy sources, particularly hydrogen. This editorial explores the extent to which the conflict may accelerate Europe's transition from fossil fuels to renewable energies, such as hydrogen, and the potential economic impacts of such a shift.The Push Towards HydrogenEurope's energy security has been under scrutiny since the conflict began, revealing the fragility of its supply chains and the risks of dependency on a single, volatile source. In 2019, Europe was heavily reliant on Russian gas. According to the International Energy Agency (IEA), the European Union imported around 40% of its total gas consumption from Russia, which amounted to approximately 155 billion cubic meters of natural gas. In 2022, this figure fell to 63 bcm, a decrease of 55%. The EU is committed to reducing its reliance on Russian gas in the long term. The REPowerEU plan, which was launched in March 2022, aims to double the EU's renewable energy capacity by 2030 and to reduce gas imports from Russia by two-thirds by the end of the year. The urgency to diversify energy has never been more apparent, and hydrogen is emerging as a frontrunner in the race to replace fossil fuels. Hydrogen, particularly green hydrogen produced through the electrolysis of water using renewable energy, offers a clean, versatile energy carrier that can be used across various sectors, including transportation, industry, and heating.Accelerating the ShiftThe REPowerEU plan is the European Commission's response to the Russian invasion of Ukraine and the subsequent energy crisis. It aims to make Europe independent from Russian fossil fuels as soon as possible, while accelerating the transition to clean energy.The plan is based on three pillars:Energy savings and energy efficiency: REPowerEU sets a target of reducing energy consumption by 13% by 2030, compared to previous projections. This will be achieved through a range of measures, including mandatory energy efficiency standards for buildings and appliances, and financial incentives to encourage energy efficiency upgrades.Diversification of energy supplies: REPowerEU aims to diversify Europe's energy supplies by increasing imports of liquefied natural gas (LNG) from other countries and by investing in renewable energy sources such as solar and wind power.Accelerated deployment of renewable energy: REPowerEU sets a target of increasing renewable energy capacity by 45% by 2030, compared to previous projections. This will be achieved through a range of measures, including simplifying permitting procedures for renewable energy projects and providing financial support for renewable energy development.The REPowerEU plan is significant because it represents a major acceleration of Europe's transition to clean energy. The plan is ambitious, but it is achievable with the right level of political and financial commitment.Economic ImplicationsThe transition to a hydrogen economy carries significant economic implications. On the one hand, it requires substantial investment in new technologies, infrastructure, and skills development. The initial costs are high, and the return on investment is long-term. However, these investments also present opportunities for economic growth and job creation. Developing a hydrogen economy can stimulate innovation, foster new industries, and reduce the costs of renewable energy over time.Moreover, reducing reliance on imported fossil fuels can improve trade balances and insulate economies from price shocks due to geopolitical conflicts. The current situation, with soaring gas prices and energy supply uncertainty, underscores the economic vulnerabilities that come with fossil fuel dependency.Here are some specific examples of the short-term economic implications of switching to a hydrogen economy in Europe:Higher energy prices: The cost of producing and transporting hydrogen is currently higher than the cost of producing and transporting fossil fuels. This means that energy prices are likely to rise in the short term as Europe transitions to a hydrogen economy.Slower economic growth: The high cost of the transition to a hydrogen economy is likely to lead to slower economic growth in the short term. This is because businesses will need to invest in new technologies and infrastructure, which will divert resources from other productive activities.Job losses in some sectors: The transition to a hydrogen economy is likely to lead to job losses in some sectors, such as the fossil fuel industry. This is because these sectors will be less competitive as the world transitions to a clean energy economy.Job creation in new sectors: The transition to a hydrogen economy is also likely to create jobs in new sectors, such as the hydrogen production, transportation, and storage sectors. This is because these sectors will need to be expanded to support the growth of the hydrogen economy.The EU has committed to investing €1 trillion in the hydrogen economy over the next decade. This investment is expected to create millions of jobs and boost the EU's GDP by 1%. However, the EU is also facing a number of economic challenges in the short term, including high inflation and supply chain disruptions. These challenges are likely to make the transition to a hydrogen economy more difficult and costly.Challenges AheadDespite the potential benefits, the transition to a hydrogen economy is not without challenges. The production of green hydrogen is currently more expensive than that of grey hydrogen, which is derived from natural gas. Scaling up production to meet demand and bringing down costs through technological advancements and economies of scale is crucial.Furthermore, the existing energy infrastructure in Europe is tailored to fossil fuels, and transitioning to hydrogen will require significant modifications. There is also the need for regulatory frameworks that support the hydrogen economy, including standards for production, storage, and distribution.The long-term effectsEurope's overdependence on imported fossil fuels, particularly from Russia, has exposed its vulnerability to supply disruptions and price volatility. A hydrogen economy offers a solution, reducing reliance on external energy sources and strengthening energy independence. By harnessing domestic renewable energy resources for hydrogen production, Europe can secure a stable and reliable energy supply, shielding itself from geopolitical tensions and market fluctuations.The current fossil fuel-based energy system is a major contributor to greenhouse gas emissions, exacerbating climate change and its devastating impacts. A hydrogen economy, powered by renewable energy sources, presents a pathway to a sustainable future. Hydrogen's versatility allows it to decarbonize various sectors, from transportation to industrial processes, significantly reducing emissions and mitigating climate change.The transition to a hydrogen economy will not only reshape Europe's energy landscape but also fuel economic growth and job creation. The development of hydrogen infrastructure, production facilities, and end-use technologies will generate a surge in demand for skilled labor, driving innovation and entrepreneurship. A thriving hydrogen economy will create new industries, boost economic activity, and enhance Europe's competitiveness in the global energy market.ConclusionThe Russian-Ukraine war has acted as a wake-up call for Europe, highlighting the perils of energy complacency. It has provided a stark impetus to diversify energy sources and accelerate the transition to renewable energies, with hydrogen standing out as a viable, sustainable alternative. While the path to a hydrogen economy is fraught with challenges, the economic and security benefits are compelling. The conflict may well be remembered as a pivotal moment that galvanized Europe's commitment to a cleaner, more resilient energy future.Interesting Links for this topicWhen Russia invaded Ukraine, it became even more clear that the EU needed alternative ways to ensure its energy supply. While it is true that some member states historically imported more Russian gas than others, the consequences of possible disruptions would be jointly suffered by all. This is why it is imperative that all member states are in this together, ready to share gas with their neighbours in case of need.https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/european-green-deal/repowereu-affordable-secure-and-sustainable-energy-europe_enIn 2022, hydrogen accounted for less than 2% of Europe’s energy consumption and was primarily used to produce chemical products, such as plastics and fertilisers. 96% of this hydrogen was produced with natural gas, resulting in significant amounts of CO2 emissions. The priority for the EU is to develop renewable hydrogen and it aims to produce 10 million tonnes and import 10 million tonnes by 2030.https://energy.ec.europa.eu/topics/energy-systems-integration/hydrogen_enEurope is much better insulated today against a disruption of gas supplies through Ukraine, even if such an interruption would still hurt. But Europe’s tolerance for such dependence, and Russia’s antics, might be dwindling. That is the front to watch as this crisis unfolds.https://www.csis.org/analysis/can-european-energy-cope-conflict-ukraineMost recently, the eagerly awaited Delegated Acts of Renewable Fuels of Non-Biological Origin (RFNBO) were adopted in June. This significant milestone provides regulatory clarity by defining under which conditions hydrogen and hydrogen-based fuels can be classified as RFNBO, as well as establishing the methodology for calculating associated greenhouse gas emissions savings.https://www.weforum.org/agenda/2023/07/eu-policy-support-for-renewable-hydrogen-ramps-up-in-europe-as-global-competition-intensifies/ The current increase in wholesale energy prices in Europe has prompted governments to put in place measures to shield consumers from the direct impact of rising prices. The purpose of this dataset is to track and give a (non-exhaustive) overview of the different policies used by countries at national level to mitigate the effect of the price spike for consumers.https://www.bruegel.org/dataset/national-policies-shield-consumers-rising-energy-pricesWhile preferring 'green' hydrogen (hydrogen produced from renewables like wind and solar electricity) over 'blue' hydrogen ((hydrogen produced from natural gas with carbon capture and storage (CCS) Germany and Norway will likely have to settle for blue, as the green alternative would require huge quantities of wind and solar which are currently missing from the supply options.https://www.pipeline-journal.net/news/germany-and-norway-agree-feasibility-study-building-hydrogen-pipelineIn case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Exploring the Growth of the Electrolyzer Industry - Change of Directions Newsletter, 08.11.2023
Nov 8 2023
Exploring the Growth of the Electrolyzer Industry - Change of Directions Newsletter, 08.11.2023
Electrolysis, the chemical process of using an electric current to drive a non-spontaneous chemical reaction, has emerged as a key technology in the quest for a sustainable future. At the heart of this technology lies the electrolyzer, a device that facilitates the splitting of water molecules into hydrogen and oxygen gases. This article delves into the growth of the electrolyzer industry, examining its role in addressing climate change, global market trends, key players, applications across industries, and future challenges.The Role of Electrolysis in Addressing Climate ChangeClimate change is one of the most pressing challenges of our time, and finding clean energy solutions is paramount. Electrolysis offers a promising avenue for combating climate change by providing a means to produce green hydrogen. Green hydrogen, produced through electrolysis powered by renewable energy sources, has the potential to replace fossil fuels in various sectors such as transportation, heating, and electricity generation. The electrolyzer industry plays a crucial role in enabling this transition towards a decarbonized future.Global Growth of the Electrolyzer IndustryThe electrolyzer industry has experienced remarkable growth in recent years, driven by increasing investments and government support for clean energy technologies. According to market research, the global electrolyzer market size is estimated to be worth USD 263.4 million in 2022 and is forecast to a readjusted size of USD 733.1 million by 2028 with a CAGR of 18.6 percent during the review period. This growth can be attributed to the rising demand for green hydrogen, advancements in electrolyzer technology, and favorable regulatory frameworks promoting renewable energy.Key Players in the Electrolyzer MarketSeveral key players have emerged as leaders in the electrolyzer market, driving innovation and shaping the industry landscape. Companies such as Enapter, Beijing Zhongdian, and Areva H2gen have established themselves as pioneers in electrolyzer technology, offering a range of products and solutions to meet the growing demand. These industry leaders have contributed significantly to the development of efficient and cost-effective electrolyzer systems, pushing the boundaries of what is possible in hydrogen production.Enapter: A Case Study in Electrolyzer InnovationEnapter, a leading electrolyzer manufacturer, exemplifies the spirit of innovation within the industry. The company specializes in compact and scalable electrolyzer systems, enabling decentralized hydrogen production. Enapter's unique technology, based on anion exchange membrane (AEM) electrolysis, offers several advantages, such as high efficiency, low maintenance, and cost-effectiveness. By pushing the boundaries of electrolyzer design, Enapter showcases the potential for innovation and disruption in the electrolyzer industry.Electrolyzer Market Analysis: China's Dominance and Worldwide GrowthChina has emerged as a dominant force in the electrolyzer market, accounting for a significant share of global electrolyzer production. The country's strong focus on clean energy and its commitment to reducing carbon emissions have propelled its electrolyzer industry to new heights. Additionally, China's investments in research and development, coupled with its manufacturing capabilities, have given it a competitive advantage in the global market. However, other regions such as Europe and the United States are also witnessing substantial growth in the electrolyzer industry, driven by their own renewable energy targets and policies.Electrolyzer Industry Outlook: USA and EuropeThe United States and Europe are at the forefront of the electrolyzer industry, with both regions witnessing significant growth and advancements. In the United States, the Biden administration's commitment to clean energy and decarbonization has spurred investments in electrolyzer projects and infrastructure. Europe, on the other hand, has set ambitious targets for hydrogen production and deployment, with electrolysis playing a crucial role in achieving these goals. The outlook for the electrolyzer industry in both regions is promising, with a strong focus on innovation, research, and policy support.Emerging Markets: Africa's Potential in the Electrolyzer IndustryWhile China, the United States, and Europe lead the electrolyzer industry, emerging markets such as Africa hold immense potential for growth. Africa, with its abundant renewable energy resources and growing energy demand, can leverage electrolysis to meet its energy needs sustainably. The continent's vast potential for solar and wind energy makes it an ideal location for large-scale electrolyzer projects. By harnessing this potential, Africa can not only address its energy challenges but also contribute to the global growth of the electrolyzer industry.The Impact of Electrolysis on the Steel IndustryThe steel industry is known for its significant carbon emissions, making it a prime candidate for decarbonization efforts. Electrolysis has the potential to revolutionize the steelmaking process by providing a clean and efficient source of hydrogen for iron ore reduction. By replacing the traditional blast furnaces with hydrogen-based direct reduction processes, the steel industry can significantly reduce its carbon footprint. This transformative impact of electrolysis on the steel industry highlights its potential to drive sustainability across sectors.Future Trends and Challenges in the Electrolyzer IndustryAs the electrolyzer industry continues to grow, several trends and challenges are likely to shape its trajectory. The increasing adoption of renewable energy sources, advancements in electrolyzer technology, and the development of hydrogen infrastructure are expected to drive market growth. However, challenges such as high capital costs, limited availability of critical materials, and the need for supportive policies and regulations may hinder the industry's progress. Overcoming these challenges will be crucial for unlocking the full potential of electrolysis and ensuring its widespread adoption.The growth of the electrolyzer industry signifies a promising future for electrolysis as a key technology in the transition towards a sustainable and decarbonized world. With its vital role in addressing climate change, expanding applications across industries, and advancements in technology, electrolysis is poised to revolutionize the energy landscape. As governments, industries, and research institutions continue to invest in electrolysis, the potential for growth and innovation in the electrolyzer industry is boundless. By unlocking the potential of electrolysis, we can pave the way for a cleaner and greener future.Links:https://www.iea.org/news/promising-signs-in-electrolyser-manufacturing-add-to-growing-momentum-for-low-emissions-hydrogenhttps://www.fortunebusinessinsights.com/electrolyzer-market-103919https://www.hydrogeninsight.com/electrolysers/green-hydrogen-boom-electrolyser-sales-doubled-in-2022-and-could-triple-in-2023-bnef/2-1-1395432https://ispt.eu/media/The-race-for-a-position-in-the-global-electrolysis-market-ISPT-FME-TNO.pdfhttps://www.swp-berlin.org/publikation/electrolysers-for-the-hydrogen-revolutionhttps://merics.org/en/report/chinas-nascent-green-hydrogen-sector-how-policy-research-and-business-are-forging-newIn case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
India could be the next powerhouse in the hydrogen economy - Newsletter 01.11.2023
Nov 1 2023
India could be the next powerhouse in the hydrogen economy - Newsletter 01.11.2023
India has emerged as a key player in the global push towards green energy, with a particular focus on harnessing the potential of hydrogen as a clean energy source. As the world transitions away from fossil fuels, India is positioning itself as a leader in the hydrogen industry, aiming to become a dominant force in the global hydrogen economy. This article explores India's journey towards hydrogen dominance, highlighting the importance of green energy, understanding the potential of hydrogen, initiatives promoting hydrogen technology, the future of hydrogen cars, the growth of the hydrogen industry, challenges and opportunities, government policies and support, key players in India's hydrogen sector, and India's role in shaping the global hydrogen economy.Introduction to India's Journey towards Hydrogen DominanceIndia, with its rapidly growing economy and increasing energy demands, recognizes the need to shift towards sustainable and clean sources of energy. As a signatory to the Paris Agreement, India is committed to reducing its carbon emissions and achieving a more sustainable future. In this pursuit, the country has set ambitious targets for renewable energy deployment, with a focus on hydrogen as a key enabler.The Importance of Green Energy in India's Energy LandscapeIndia's energy landscape has traditionally been dominated by fossil fuels, leading to significant environmental challenges. However, the country is now actively embracing renewable energy sources to address these issues. Green energy, such as solar and wind power, plays a vital role in India's energy transition. By embracing green energy, India aims to reduce its dependence on fossil fuels, lower carbon emissions, and create a sustainable and resilient energy sector.Understanding the Potential of Hydrogen as a Clean Energy SourceHydrogen is often hailed as the fuel of the future due to its potential to provide clean and sustainable energy. India recognizes the enormous potential of hydrogen as a versatile energy carrier that can be produced from renewable sources. Hydrogen can be used to power a range of applications, from electricity generation to transportation. By harnessing the power of hydrogen, India can reduce its carbon footprint and achieve energy security.India's Initiatives in Promoting Hydrogen TechnologyIndia has taken several initiatives to promote the adoption and development of hydrogen technology. The government has launched the National Hydrogen Energy Mission (NHEM) to facilitate research, development, and deployment of hydrogen technologies. The mission aims to create a hydrogen ecosystem, including hydrogen production, storage, and distribution infrastructure. Furthermore, India has established hydrogen hubs and centers of excellence to drive innovation and collaboration in the hydrogen sector.Hydrogen Cars: The Future of Transportation in IndiaThe transportation sector is a significant contributor to India's carbon emissions. To address this challenge, India is exploring the potential of hydrogen-powered vehicles. Hydrogen cars offer several advantages over conventional vehicles, including zero-emissions and longer driving ranges. India has already started pilot projects and demonstrations of hydrogen fuel cell vehicles. By promoting the adoption of hydrogen cars, India can reduce its reliance on fossil fuels and pave the way for a sustainable transportation system.The Growth of the Hydrogen Industry in IndiaIndia's hydrogen industry has witnessed significant growth in recent years. The country has made substantial investments in hydrogen production, storage, and infrastructure. Several public and private enterprises are actively involved in research, development, and commercialization of hydrogen technologies. Moreover, India has established collaborations with international organizations and countries to leverage global expertise and accelerate the growth of its hydrogen industry.Challenges and Opportunities in India's Hydrogen TransitionWhile India's journey towards hydrogen dominance presents significant opportunities, it also faces several challenges. One of the main challenges is the high cost of hydrogen production and infrastructure development. Additionally, the lack of a supportive regulatory framework and limited public awareness about hydrogen technologies pose hurdles to adoption. However, these challenges can be overcome through innovation, collaboration, and policy interventions. With the right strategies in place, India can unlock the immense potential of hydrogen and emerge as a global leader in clean energy.Government Policies and Support for Hydrogen Development in IndiaThe Indian government has recognized the importance of hydrogen as a clean energy source and has implemented several policies and initiatives to support its development. The government offers financial incentives, grants, and subsidies to promote research, development, and deployment of hydrogen technologies. It has also set up dedicated funds and institutions to facilitate investment and innovation in the hydrogen sector. Furthermore, the government is actively engaging with international partners to foster collaboration and knowledge sharing in the field of hydrogen.Key Players in India's Hydrogen SectorIndia's hydrogen sector is witnessing active participation from various stakeholders, including government agencies, research institutions, and private enterprises. Public sector companies such as Indian Oil Corporation, Bharat Petroleum, and NTPC Limited are leading the way in hydrogen production and R&D. Private companies like Reliance Industries and Mahindra & Mahindra are also investing in hydrogen-related projects. Additionally, startups and research institutions are playing a crucial role in driving innovation and technology development in the hydrogen sector.Conclusion: India's Role in Shaping the Global Hydrogen EconomyIndia's journey towards hydrogen dominance is a testament to its commitment to a sustainable and clean energy future. By embracing green energy and harnessing the potential of hydrogen, India is not only reducing its carbon emissions but also positioning itself as a global leader in the hydrogen economy. With the right policies, investments, and collaborations, India can play a pivotal role in shaping the global transition towards a hydrogen-powered future.India's journey towards hydrogen dominance is an inspiration for other countries seeking to achieve energy security and sustainability. By leveraging its vast renewable energy potential and embracing innovative technologies, India is paving the way for a greener and more prosperous future. As the world looks towards a hydrogen-powered economy, India's efforts and accomplishments serve as a guiding light, showcasing the immense possibilities and benefits of clean and sustainable energy.Related Linkshttps://www.adlittle.com/en/insights/report/demystifying-future-hydrogen-mobility-indiahttps://www.equitymaster.com/detail.asp?date=07/15/2023&story=4&title=Full-Update-on-Indias-Top-Green-Hydrogen-Stocks-and-How-Theyre-Faring-in-2023#:~:text=India%20aims%20to%20become%20a,Green%20Hydrogen%20Mission%20in%202022.https://economictimes.indiatimes.com/industry/renewables/green-hydrogen-to-be-indias-future-fuel-says-union-minister-r-k-singh/articleshow/101509571.cmshttps://www.pv-magazine-india.com/2023/07/21/future-of-distributed-green-hydrogen-in-india/https://www.voanews.com/a/india-makes-2-3-billion-green-hydrogen-push-to-meet-climate-goals/6906977.htmlhttps://www.ibef.org/blogs/promising-future-for-green-hydrogen-in-indiahttps://www.fortuneindia.com/long-reads/indias-green-future-built-on-hydrogen/108532In case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
"BMW has been using hydrogen for a decade" Podcast with Thomas Becker, Vice President of Sustainability BMW
Sep 27 2023
"BMW has been using hydrogen for a decade" Podcast with Thomas Becker, Vice President of Sustainability BMW
Here are some key points about BMW's hydrogen strategy:Hydrogen Fuel Cell Vehicles: BMW has been developing hydrogen fuel cell technology for use in passenger vehicles. They have showcased several concept vehicles and prototypes that use hydrogen fuel cells to generate electricity for propulsion. These vehicles are often referred to as "BMW i Hydrogen NEXT." The first car is BMW iX5 Hydrogen. Collaboration: BMW has engaged in partnerships and collaborations with other companies and organizations to advance hydrogen technology. They have worked with Toyota on hydrogen fuel cell development, sharing expertise and research.Sustainability: BMW emphasizes the importance of using green hydrogen produced from renewable sources, such as wind or solar energy, to power its fuel cell vehicles. This approach ensures that the hydrogen production process is environmentally friendly and aligned with their sustainability goals. They have used hydrogen in their factories since 2013 and have already made parts of the manufacturing process CO2 neutral.Hybrid Approach: BMW has a hybrid approach that combines hydrogen fuel cell technology with battery electric vehicles (BEVs). This would provide flexibility in vehicle power sources and help meet varying customer needs. BMW believes it is premature to rely solely on one solution.Hydrogen Infrastructure: The success of hydrogen fuel cell vehicles depends on the availability of a hydrogen infrastructure, including refueling stations. BMW, along with other automakers, was working to promote the development of hydrogen refueling infrastructure in regions where they planned to introduce their fuel cell vehicles. All this is part of their overall strategy when it comes to hydrogen. Thomas Becker is the Head of Sustainability at BMW, and he gave us a fascinating look inside the thinking of BMW. He also explains, why it is so important for all nations to work together on a global hydrogen strategy. Becker knows about the complexities of the environmental politics. From 1995 until 2002, he worked as a Consultant for Environmental Policy for the German Industry Lobby (Bunderverband Deutsche Industrie). But as a former Deputy Managing Director for the VDA, the German car manufacturer lobby, he also has a profound insight into how the car industry works. In 2007, he became the Vice President Governmental and External Affairs at BMW and changed in 2019 into his role as Vice President Sustainability. In case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
"Hydrogen is changing the course of the company" Maria Röttger, president and CEO of Michelin EUN
Aug 30 2023
"Hydrogen is changing the course of the company" Maria Röttger, president and CEO of Michelin EUN
When talking about tyres, the name Michelin quickly comes up. The French company is one of the leading providers and developers of tires for road traffic. However, the company is also involved in other areas, including hydrogen research.Michelin has been working on hydrogen fuel cell technology for more than 15 years. The fourth generation is currently being developed with the joint venture Symbio. The goal is now to scale production to reduce manufacturing costs. Michelin is working closely with Faurecia to make the joint subsidiary a leader in this field. The goal is to achieve a market share of 12 percent and sales of 1.5 billion euros by 2030.The joint venture has already reported initial successes in the original equipment: the "StackPack® S" is already being used as standard in a hydrogen-powered Renault model. The "Kangoo Z.E Hydrogen" has been rolling off the assembly line with Symbio components since October 2019. Symbio is also equipping the Stellantis Group's first hydrogen-powered commercial vehicle fleet with its StackPack® system. The Stellantis Group introduced hydrogen-powered vehicles for business customers in 2021. In numerous other projects, Symbio works hand in hand with the automotive industry to accelerate the market launch of new models with innovative and efficient hydrogen-powered energy systems.Maria Röttger is president and CEO of Michelin Europe North. Since 2018, the Michelin Group has been divided into ten regions worldwide. The Europe North region includes Germany, Austria, Switzerland, the Scandinavian countries, Great Britain and the Republic of Ireland as well as Iceland. The organizational center of the region is in Frankfurt am Main, which is also where the management is based.In terms of sales, Michelin Europe North is the third-largest region within the Michelin Group and is therefore an economic driver of the company. Michelin employs around 7,000 people in Northern Europe, around 5,900 of them in production and logistics, and 1,100 in the central areas, sales and marketing.As vice president chief administrative officer in Management Europe North, Röttger was previously responsible for the areas of human resources, law, quality, IT, purchasing, and industry in the region. She joined Michelin in January 2020 from the French food group Danone. There she held managerial positions in human resources and in the transformation of various areas of the company. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
"We can produce hydrogen without using water" Tim Davies, CEO of HiiROC
Aug 9 2023
"We can produce hydrogen without using water" Tim Davies, CEO of HiiROC
In an era where environmental consciousness is paramount, companies that prioritize sustainable solutions hold the key to shaping a cleaner and greener future. Among the trailblazers in this mission stands HiiROC. Dedicated to revolutionizing the energy landscape, HiiROC focuses on developing cutting-edge technologies centered around hydrogen – the clean, abundant, and versatile element that holds the potential to power the world sustainably.HiiROC, was founded in 2019 by Tim Davies, Ate Wiekamp and Simon Morris, all passionate advocates for renewable energy and environmental sustainability. With a profound understanding of hydrogen's potential, Davies recognized its power as a sustainable energy source and set out to create an enterprise dedicated to unlocking its possibilities. Under his leadership, HiiROC embarked on a journey to develop groundbreaking technologies that would harness the true potential of hydrogen as a clean and efficient energy carrier.HiiROC has rapidly established itself as a frontrunner in the hydrogen energy sector, pioneering innovative technologies that overcome traditional challenges associated with hydrogen production, storage, and utilization. The company's research and development efforts are focused on developing cutting-edge solutions for the generation of green hydrogen.One of HiiROC's key breakthroughs is in the field of thermal plasma electrolysis of hydrocarbons, which significantly enhance the efficiency and sustainability of hydrogen production. By leveraging this advanced technology, HiiROC has managed to streamline the process, enabling the generation of hydrogen from renewable sources like wind, solar, and hydropower. This approach eliminates the carbon emissions typically associated with conventional hydrogen production methods, positioning HiiROC at the forefront of the green hydrogen revolution.Central to HiiROC's success and pioneering spirit is the leadership of Tim Davies. As the CEO, Davies brings a wealth of experience and expertise to the table, coupled with an unwavering commitment to driving positive change. He holds a degree in physics form the University of Oxford and has spent over two decades in the energy and technology sectors.In case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
"We believe in battery and hydrogen technologies." Podcast with Michael Perschke, CEO of Quantron AG
Jul 19 2023
"We believe in battery and hydrogen technologies." Podcast with Michael Perschke, CEO of Quantron AG
In the rapidly evolving world of electric mobility, Quantron AG has emerged as a visionary company, driving innovation and sustainable transportation solutions. Led by CEO Michael Perschke, Quantron AG is at the forefront of the electric commercial vehicle industry, developing cutting-edge technologies and delivering a comprehensive range of e-mobility solutions.Quantron AG specializes in the development and production of commercial vehicles, spanning a broad spectrum of applications, including trucks, buses, and vans. The company takes an agnostic approach when it comes to new forms of drive for trucks. It offers both battery electric vehicles (BEVs) and hydrogen drives. It also offers customers the option of converting existing trucks to new technologies.Quantron is also interesting because, in addition to the vehicles, it offers support in operating the trucks. Quantron-As-A-Service is intended to be a 360-degree application that takes care of everything related to operation. This distinguishes the company from other providers in the field of commercial trucks.At the helm of Quantron AG stands Michael Perschke, an industry veteran and a true visionary in the field of electric mobility. With over 20 years of experience in the automotive sector, including successful tenures at prestigious companies such as Audi, Bentley, and Lamborghini, Perschke brings a wealth of knowledge and strategic acumen to Quantron AG.Throughout his career, Perschke has consistently championed the adoption of sustainable and environmentally friendly transportation solutions. Recognizing the immense potential of electric mobility, he joined Quantron AG in 2018 and has since been instrumental in driving the company's growth and establishing it as a prominent player in the industry.Under Perschke's leadership, Quantron AG has experienced remarkable success and garnered widespread recognition. His strategic vision and innovative mindset have guided the company to forge strategic partnerships, expand its global footprint, and revolutionize the way businesses approach sustainable transportation.Perschke's relentless commitment to sustainability and his passion for electric mobility have also helped position Quantron AG as a thought leader in the industry. He actively engages with stakeholders, policymakers, and industry experts to advocate for the widespread adoption of electric vehicles, further cementing Quantron AG's reputation as a transformative force in the field.In case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
"Hydrogen will change our company" - Podcast with Jennifer Rumsey, Cummins Inc.
Jun 21 2023
"Hydrogen will change our company" - Podcast with Jennifer Rumsey, Cummins Inc.
Cummins Inc has revealed an Internal Combustion Engine (ICE) fueled by hydrogen. This groundbreaking advancement is set to revolutionize the transportation industry, offering a cleaner, more sustainable alternative to traditional fossil fuel-powered engines. At the forefront of this transformative technology is Jennifer Rumsey, the visionary CEO of Cummins Inc., whose leadership has propelled the company to new heights of environmental consciousness and technological prowess.  Cummins' hydrogen-powered ICE is a true game-changer, addressing the pressing need for reducing greenhouse gas emissions and dependence on fossil fuels in the transportation sector. By harnessing the power of hydrogen, this innovative engine emits zero carbon dioxide (CO2) and virtually eliminates other harmful pollutants that have long plagued conventional engines. This development represents a significant step forward in the global pursuit of sustainable transportation. Unlike traditional combustion engines that rely on fossil fuels, Cummins' hydrogen-powered ICE utilizes hydrogen gas as its primary fuel source. When hydrogen is injected into the engine, it combines with oxygen from the air to produce an intense burst of energy. This energy is then converted into mechanical work, propelling vehicles forward with remarkable efficiency.Hydrogen-powered ICEs significantly reduce carbon emissions, contributing to a cleaner and greener future. By eliminating CO2 emissions at the point of use, this technology helps combat climate change and improves air quality in urban areas. The efficiency of the hydrogen-powered ICE is superior to traditional engines. The combustion process is optimized, resulting in improved fuel economy and reduced energy waste. Hydrogen can be produced from various sources, including renewable energy, making it a versatile fuel option. Additionally, existing refueling infrastructure for gasoline and diesel engines can be repurposed for hydrogen fueling, facilitating a smoother transition to this eco-friendly technology.Jennifer Rumsey's dedication to clean energy and sustainability has been instrumental in Cummins' pursuit of hydrogen-powered engines. Under her guidance, Cummins has invested significant resources in research and development, forging partnerships with industry leaders, and championing policies that promote the adoption of greener technologies. Rumsey's strategic vision and commitment to sustainability have firmly established Cummins as a leading force in the global transition to a sustainable future.In case you missed it: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions Podcast with Quantron CTO René Christopher Wollmann
May 24 2023
Change of Directions Podcast with Quantron CTO René Christopher Wollmann
In the quest for sustainable and clean energy solutions, hydrogen has emerged as a promising contender, and Quantron is at the forefront of harnessing its potential. With a strong focus on hydrogen-based technologies, Quantron is revolutionizing the transportation industry and driving the adoption of this versatile and eco-friendly energy source. Quantron is a renowned company specializing in the development of electric commercial vehicles, and it has expanded its portfolio to include cutting-edge hydrogen-powered solutions. By leveraging the power of hydrogen fuel cells, the company offers an alternative to conventional electric vehicles, providing enhanced range and reduced charging times. This breakthrough technology has the potential to overcome some of the limitations associated with battery-powered vehicles, making it a game-changer in the sustainable mobility landscape.At the core of Quantron's success in the hydrogen arena lies the leadership of CTO René Christopher Wollmann. Wollmann's profound understanding of hydrogen-based technologies and his visionary approach have positioned Quantron as a trailblazer in the industry. Wollmann's pivotal role in Quantron's hydrogen journey is underscored by the company's commitment to research and development. Under his guidance, Quantron has invested heavily in cutting-edge hydrogen fuel cell technology, ensuring that their vehicles deliver exceptional performance, efficiency, and environmental sustainability. By optimizing the integration of fuel cells, hydrogen storage, and powertrain components, Quantron has achieved impressive results, making hydrogen-powered vehicles a viable and attractive option for businesses across various sectors.One of the key advantages of hydrogen fuel cells is their ability to offer extended range and rapid refueling. This makes them particularly suitable for long-haul transportation, where downtime and limited range have traditionally been challenges for electric vehicles. Quantron's hydrogen-powered vehicles have addressed these concerns, providing efficient and reliable solutions for industries such as logistics, public transport, and commercial fleets. By offering vehicles with extended range capabilities and shorter refueling times, Quantron is paving the way for widespread adoption of hydrogen mobility.Moreover, Wollmann's vision extends beyond the vehicles themselves. He recognizes the importance of establishing a robust hydrogen infrastructure to support the mass deployment of hydrogen-powered vehicles. Quantron is actively involved in collaborations and partnerships to develop hydrogen refueling stations and distribution networks. By advocating for the creation of a comprehensive hydrogen infrastructure, Wollmann aims to remove barriers to adoption and accelerate the transition to a hydrogen-based transportation ecosystem.Wollmann also remarks on the new ICU from Toyota that burns hydrogen instead of fossil fuels. That was it for this week. Thank you for subscribing to the Change Of Directions newsletter! If you have any questions or if you want to share an interesting link, feel free to contact us: contact@changeofdirections.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions podcast - The hydrogen combustion engine - Will it work?
Apr 26 2023
Change of Directions podcast - The hydrogen combustion engine - Will it work?
The Toyota hydrogen internal combustion engine (ICE) is a unique and innovative technology that uses hydrogen as fuel to power a traditional engine. The engine works by injecting hydrogen gas into the combustion chamber, where it is mixed with air and ignited by a spark plug, creating a controlled explosion that drives the pistons and turns the crankshaft. The resulting power is used to propel the vehicle forward, just like a gasoline-powered car.One of the key advantages of hydrogen-powered internal combustion engines is their reduced emissions. When hydrogen is burned, it produces only water vapor and heat, with no harmful pollutants or greenhouse gases, with one significant exemption. But this makes it a promising alternative to gasoline and diesel engines, which emit significant amounts of carbon dioxide and other pollutants that contribute to climate change and air pollution.Another advantage of the Toyota hydrogen ICE is its flexibility. The engine can run on either pure hydrogen or a blend of hydrogen and gasoline, providing drivers with more options and flexibility when it comes to fueling their vehicles. This makes it easier to transition to hydrogen-powered vehicles.To further advance the development of hydrogen-powered internal combustion engines, companies like Quantron are working to create innovative solutions that optimize their performance and efficiency. René-Christopher Wollmann, the Chief Technology Officer (CTO) of Quantron, is a key figure in this effort.Wollmann is an experienced engineer and entrepreneur who has dedicated his career to the development of alternative energy solutions. As CTO of Quantron, he is responsible for leading the company's research and development efforts, with a focus on creating cutting-edge technologies that drive the adoption of hydrogen-powered vehicles.Under Wollmann's leadership, Quantron has developed a range of innovative solutions for hydrogen-powered vehicles, including advanced fuel cells, battery systems, and charging infrastructure. The company is also working on new technologies that improve the efficiency and performance of internal combustion engines, making them even more viable alternatives to gasoline and diesel engines.If you would like to learn more about hydrogen, be sure to check out our award-winning documentary, where we explore the possibilities that hydrogen gives for the energy transformation.That was it for this week. Thank you for subscribing to the Change Of Directions newsletter! If you have any questions or if you want to share an interesting link, feel free to contact us: contact@changeofdirections.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions Podcast with Michael Cole, President, and CEO of Hyundai Europe
Apr 5 2023
Change of Directions Podcast with Michael Cole, President, and CEO of Hyundai Europe
Hyundai has recently unveiled its ambitious Hydrogen Strategy. The strategy is focused on accelerating the development of a hydrogen society by leveraging Hyundai's technological capabilities and industry partnerships.Hyundai Europe CEO Michael Cole has been a key driving force behind the company's hydrogen strategy. Cole has been with Hyundai for over a decade and has held various leadership positions in the company's European operations. Under his leadership, Hyundai has become a leading player in the European automotive market, with a strong focus on sustainability and innovation.Cole believes that hydrogen fuel cell technology has the potential to transform the way we power our world. In our podcast, he explains why the company is betting on hydrogen and the kind of help they hope to get from other stakeholders.Hyundai has been investing in hydrogen fuel cell technology for over two decades and is a leading player in the industry. The company believes that hydrogen fuel cells will play a critical role in achieving a sustainable future, as they emit only water and produce no harmful emissions.To further advance this technology, Hyundai has set a goal to produce 700,000 fuel cell systems annually by 2030. This target not only includes automotive fuel cell systems, but also systems for a wide range of applications, such as power generation and maritime vessels.Hyundai's hydrogen strategy is a comprehensive one that covers all aspects of the hydrogen value chain, from production and distribution to usage and recycling. The company aims to make hydrogen more accessible and affordable by working with governments, industry partners, and other stakeholders.Hyundai's hydrogen strategy has already seen significant progress, with the recent launch of the Nexo fuel cell SUV, and the company's partnership with Swiss hydrogen company H2 Energy to provide fuel cell electric trucks in Switzerland. The company has also been working with various governments and industry partners to develop the necessary infrastructure for hydrogen fueling stations.As the world transitions to a low-carbon economy, hydrogen fuel cells are expected to play a critical role in reducing greenhouse gas emissions and achieving climate goals. With its ambitious hydrogen strategy, Hyundai is well-positioned to lead the way in this exciting new era of sustainable energy.If you would like to learn more about hydrogen, be sure to check out our award-winning documentary, where we explore the possibilities that hydrogen gives for the energy transformation. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions Podcast with Sanjay Ravi, GM of Automotive, Mobility & Transportation at Microsoft
Mar 15 2023
Change of Directions Podcast with Sanjay Ravi, GM of Automotive, Mobility & Transportation at Microsoft
Welcome to another episode of Changes of Directions podcast. This week, we are speaking with Sanjay Ravi. He is the General Manager for Microsoft Corporation's Automotive Industry, and he is at the forefront of the company's plans to transform the future of the automotive industry. When it comes to Microsoft, you may not think that this company is instrumental for the future of mobility. That may stem from the fact that Microsoft is more B2B focused on this sector. But they are still instrumental and play a considerable role in the automotive world.(Left to right: Nicole Scott, Don Dahlmann, Sanjay Ravi. Photo: Nicole Scott)Sanjay Ravi's career in the technology industry spans more than two decades, during which he has held numerous leadership positions in software development, product management, and sales. Before joining Microsoft, he was the Senior Vice President of Engineering and Product Management at Harman International Industries, where he oversaw the development of connected car solutions. He has also worked for companies such as Motorola, Nokia, and Qualcomm.At Microsoft, Sanjay Ravi is responsible for driving the company's strategy in the automotive industry, including partnerships with automakers, suppliers, and technology companies. The company's plans for the automotive industry are centered around the use of cloud computing, artificial intelligence, and the internet of things (IoT) to create a seamless and connected driving experience.One of the key initiatives that Sanjay Ravi is spearheading is the Microsoft Connected Vehicle Platform (MCVP), which is a cloud-based solution that enables automakers to create connected cars with advanced features such as predictive maintenance, remote monitoring, and over-the-air software updates. MCVP provides a secure and scalable platform for automakers to build their own connected car services, and it is already being used by companies such as BMW, Renault-Nissan-Mitsubishi, and Volvo.In addition to these initiatives, Microsoft is also working on other areas such as improving the in-car entertainment experience, enhancing the safety of vehicles through advanced driver assistance systems, and leveraging data analytics to provide insights into driver behavior and vehicle performance.Sanjay Ravi and his team at Microsoft are confident that their efforts will play a significant role in shaping the future of the automotive industry. The company's expertise in cloud computing, artificial intelligence, and IoT provides a strong foundation for creating innovative solutions that will transform the way we drive and interact with our vehicles. With a focus on cloud computing, artificial intelligence, and the internet of things, Microsoft is well-positioned.Be sure to subscribe to our Newsletter and Podcast and don’t miss the next episode with another leading executive from the automotive and hydrogen world. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions Podcast with Nikola Motors CEO Michael Lohscheller
Mar 1 2023
Change of Directions Podcast with Nikola Motors CEO Michael Lohscheller
Hydrogen or Batteries? When it comes to the question, which technology is better suited for the truck of the future, most companies think it will be the battery. But not Nikola Motors. CEO Michael Lohscheller explains, in an exclusive Interview, why his company believes in both technologies. Nikola Motors is an American company that designs and manufactures electric vehicles and hydrogen fuel cell vehicles. The company was founded in 2015 by Trevor Milton and has since been making waves in the automotive industry with its innovative and environmentally friendly technology.In 2020, Nikola Motors hired Michael Lohscheller as its new CEO, replacing Trevor Milton who resigned amidst controversy. Lohscheller is a veteran of the automotive industry, having previously served as CEO of Opel/Vauxhall, the European division of General Motors.Under Lohscheller's leadership, Nikola Motors has continued to develop and innovate its electric and hydrogen fuel cell technologies. The company's flagship product is the Nikola One, a hydrogen fuel cell electric semi-truck that boasts a range of up to 900 miles (ca. 1,448 km).One of Lohscheller's key priorities as CEO has been to focus on sustainable and environmentally friendly transportation solutions. In a statement released after his appointment, Lohscheller said, "I am very excited to join the Nikola team and help build a sustainable future for transportation. Nikola's vision of a zero-emission future aligns perfectly with my own personal beliefs, and I look forward to working with the team to make this vision a reality."Under Lohscheller's leadership, Nikola Motors has also made several strategic partnerships and acquisitions to further its mission. In 2021, the company announced a partnership with General Motors to manufacture its Badger electric pickup truck. The partnership allows Nikola Motors to leverage General Motors' manufacturing expertise and supply chain to bring its products to market more quickly.In addition to the partnership with General Motors, Nikola Motors has also acquired a number of companies to bolster its capabilities in key areas. In 2020, the company acquired a battery-electric powertrain supplier, and in 2021, it acquired a hydrogen fuel cell supplier. These acquisitions will help Nikola Motors develop and manufacture more advanced and efficient electric and hydrogen fuel cell vehicles.Overall, Nikola Motors and CEO Michael Lohscheller are working to revolutionize the transportation industry with their innovative and environmentally friendly technology. As the world continues to prioritize sustainability and clean energy, it's likely that we'll see more and more companies like Nikola Motors emerge, and it's clear that Lohscheller and his team are leading the charge.Be sure to subscribe to our Newsletter and Podcast and don’t miss the next episode with another leading executive from the automotive world. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com
Change of Directions Podcast: Why we need Hydrogen to save our future
Feb 15 2023
Change of Directions Podcast: Why we need Hydrogen to save our future
Hydrogen is a clean, versatile, and abundant energy source that is poised to play a major role in the energy landscape of the future. As the world strives to transition away from fossil fuels and reduce greenhouse gas emissions, hydrogen has emerged as a promising solution due to its many unique benefits. First and foremost, hydrogen is a clean energy source. When burned, the only byproduct is water, meaning it does not emit any harmful pollutants or greenhouse gases into the atmosphere. This makes hydrogen a critical component of efforts to combat climate change, as it has the potential to significantly reduce the amount of carbon dioxide and other greenhouse gases emitted into the atmosphere.Another advantage of hydrogen is its versatility. It can be used in a variety of applications, including transportation, power generation, and industrial processes. For example, hydrogen fuel cells can be used to power vehicles, providing a cleaner alternative to traditional gasoline-powered cars. Additionally, hydrogen can be used to store excess energy generated from renewable sources, such as wind and solar, which can help to address the intermittency of these sources.In terms of abundance, hydrogen is the most abundant element in the universe, and it is widely available on Earth in the form of water. With the development of new technologies, it is becoming increasingly feasible to extract hydrogen from water and other sources, making it a more viable energy option. Furthermore, hydrogen can be produced domestically, reducing dependence on foreign sources of energy and strengthening energy security.Another key advantage of hydrogen is its ability to be stored and transported easily. Unlike traditional fuels, hydrogen does not have to be stored in large underground tanks, making it easier and safer to transport and store. This also means that hydrogen can be produced and stored locally, reducing the need for large-scale energy infrastructure and increasing energy efficiency.Finally, the development of hydrogen technologies has been accompanied by a significant decline in costs. In recent years, the cost of producing hydrogen has fallen dramatically, making it more affordable and accessible for a wider range of applications.In our podcast series, we are eager to explore the benefits that hydrogen will bring to all industry sectors, mobility and even at our home. We speak with leading experts and CEOs who are already investing into hydrogen. Subscribe to our podcast to get the latest technology news and to learn more about hydrogen.  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit changeofdirections.substack.com