Emission Control is Stockhead’s fortnightly take on all the big news surrounding developments in renewable energy.

 

Much has been made about the high cost of green hydrogen and how that is due to the cost of electrolysers and the renewable energy needed.

However, there’s another cost associated with its production that doesn’t seem to get as much attention and that’s in the water used as feedstock.

Typical methods of electrolysis require clean water in order to operate, which could result in additional costs related to purifying the water or in the case of seawater, desalination, which requires additional energy and hence cost.

This is especially true since it takes something like nine litres of water to produce about 1kg of H2 (hydrogen gas).

But researchers at RMIT University have developed a more energy efficient way to make hydrogen directly from seawater, skipping the need for desalination altogether.

 

Pic: RMIT

 

The new approach devised by a team in the multidisciplinary Materials for Clean Energy and Environment (MC2E) research group at RMIT uses a catalyst composed of nitrogen-doped porous nickel molybdenum phosphide sheets.

These highly efficient, stable catalysts take little energy to run and could be used at room temperature.

Lead researcher Dr Nasir Mahmood, a Vice-Chancellor’s Senior Research Fellow at RMIT, said the method is simple, saleable, and far more cost-effective than any green hydrogen approach currently in the market.

 

Pic: RMIT

 

“The biggest hurdle with using seawater is the chlorine, which can be produced as a by-product,” he said.

“If we were to meet the world’s hydrogen needs without solving this issue first, we’d produce 240 million tons per year of chlorine each year – which is three to four times what the world needs in chlorine.

“Our process not only omits carbon dioxide, but also has no chlorine production.”

Mahmood said the technology had promise to significantly bring down the cost of electrolysers – enough to meet the Australian government’s goal for green hydrogen production of $2/kilogram, to make it competitive with fossil fuel-sourced hydrogen.

A provisional patent application has been filed for the new method, detailed in a lab-scale study published in Wiley journal, Small.

The researchers at RMIT are working with industry partners to develop aspects of this technology.

 

Here’s how ASX renewable energy stocks are tracking:

CODE COMPANY PRICE % WEEK % MONTH % 6 MONTHS % 1 YEAR MARKET CAP
AVL Aust Vanadium Ltd 0.031 -6% 15% -42% -14% $135,272,382
BSX Blackstone Ltd 0.14 -10% -7% -44% -72% $68,640,845
DEL Delorean Corporation 0.06 -8% -20% -48% -76% $12,943,255
ECT Env Clean Tech Ltd. 0.011 0% 5% -52% -52% $18,878,768
FMG Fortescue Metals Grp 22.26 -1% 0% 15% 5% $68,722,496,970
PV1 Provaris Energy Ltd 0.056 -8% 12% -22% -44% $30,759,706
GNX Genex Power Ltd 0.155 -3% 7% -30% -11% $214,702,457
HXG Hexagon Energy 0.017 -6% -6% -6% -69% $8,719,570
HZR Hazer Group Limited 0.57 -5% -10% -25% -44% $101,414,027
IFT Infratil Limited 8.08 -1% 2% -2% 12% $5,813,588,163
IRD Iron Road Ltd 0.105 0% -5% -25% -42% $84,360,818
LIO Lion Energy Limited 0.036 0% 0% -14% -33% $17,896,629
MEZ Meridian Energy 4.99 2% 4% 5% 8% $6,165,950,453
MPR Mpower Group Limited 0.02 0% 11% -13% -51% $6,167,769
NEW NEW Energy Solar 0.065 0% 0% 33% 34% $20,838,219
PGY Pilot Energy Ltd 0.018 0% 13% -22% -67% $14,506,697
PH2 Pure Hydrogen Corp 0.185 -5% -12% -45% -54% $67,479,223
PRL Province Resources 0.054 -2% -14% -63% -57% $63,800,630
PRM Prominence Energy 0.0015 0% -25% -50% -89% $3,636,913
QEM QEM Limited 0.2 -7% 8% -15% 18% $27,704,432
RFX Redflow Limited 0.19 -7% -22% -59% -55% $35,943,872
SKI Spark Infrastructure 0 -100% -100% -100% -100% $5,036,718,784
VUL Vulcan Energy 6.12 -17% -13% -33% -34% $889,298,866
CXL Calix Limited 5.23 2% 0% -24% -3% $941,067,057
KPO Kalina Power Limited 0.014 0% 0% -26% -30% $21,212,741
RNE Renu Energy Ltd 0.054 -4% -7% -10% -27% $23,346,613
NRZ Neurizer Ltd 0.082 -2% -17% -45% -45% $91,915,303
LIT Lithium Australia 0.044 -6% -10% -46% -62% $53,732,434
TVN Tivan Limited 0.081 4% -10% -33% 21% $112,461,876
SRJ SRJ Technologies 0.115 -18% 5% -73% -73% $10,701,030
NMT Neometals Ltd 0.815 -1% -11% -42% -38% $456,011,470
MR1 Montem Resources 0.04 0% 0% 0% -11% $12,913,190
FGR First Graphene Ltd 0.1 -5% 0% -38% -46% $58,131,639
EGR Ecograf Limited 0.22 -12% -4% -55% -63% $101,325,028
EDE Eden Inv Ltd 0.005 0% -9% -29% -71% $14,657,135
CWY Cleanaway Waste Ltd 2.69 -2% 0% -1% -6% $6,121,500,330
CPV Clearvue Technologie 0.185 -14% -16% -33% -54% $40,156,350
CNQ Clean Teq Water 0.38 -7% -17% -34% -39% $21,929,913
M8S M8 Sustainable 0.009 0% 13% 29% -47% $4,418,176
EOL Energy One Limited 4.495 3% -1% -18% -36% $132,022,258
FHE Frontier Energy Ltd 0.44 0% 0% 44% 238% $106,594,771
LPE Locality Planning 0.051 -2% 2% -19% -54% $9,085,970
GHY Gold Hydrogen 0.5 0% -15% 0% 0% $25,500,000
Wordpress Table Plugin 

 

Who’s got news out?

CALIX (ASX:CXL)

A project led by Windship Technology in partnership with Leilac, Calix’s 93% owned subsidiary focuses on the decarbonisation of cement and lime, and has been awarded $8.73m by Innovate UK to demonstrate a novel route to zero carbon shipping.

CXL says the project aims to demonstrate a low-cost route to decarbonise shipping with a combination of renewably powered propulsion and a lime-based carbon capture solution for remaining emissions.

The objective is to design, develop, build and demonstrate a novel drive train system consisting of a single powerful wind propulsion device, working together with a trial carbon capture system to pave the route to zero emission propulsion for bulkers and tankers.

CXL says the shipborne carbon capture system will ultimately be designed to use highly reactive low emissions intensity lime, produced in an on-shore Leilac reactor, to capture CO2 from the ship’s exhaust gases.

FRONTIER ENERGY (ASX:FHE)

Optimisation work has identified a $9.5m reduction in capital costs for Frontier Energy’s 114MW solar farm (stage one) at its Bristol Spring green hydrogen project in WA.

The Pre-Feasibility Study (PFS) released last year estimated the total capital cost of the solar facility to be $166m.

This is mainly through the relocation of the Point of Connection (POC) to within 1km of the Landwehr terminal (compared to the original design that was at the same location as the solar farm and required 5km of power lines) which reduces the capital cost by approximately 50% or $9.5m compared to the PFS estimate of $19.1m.

ORIGIN ENERGY (ASX:ORG)

Origin Energy’s half yearly results reported a statutory profit of $399m compared to a $131m loss in the prior corresponding period as underlying profit declined by $224m to $44m.

ORG CEO Frank Calabri said the first half result is mixed, reflecting a higher earnings contribution from Integrated Gas, and contrasting with more challenging conditions for the Energy Markets division, which has resulted in lower earnings from that business.

However, the retail business performed well, driven by “significant growth of community energy services and the addition of 30,000 customer accounts”, he said.

“Origin Zero is making good progress in partnering with business customers to optimise their demand and supply lower carbon energy solutions.

“We continue to focus on executing our strategy, including accelerating investment in renewable and cleaner energy and customer solutions.”

Calabri added the company’s virtual power plant is growing strongly with the proposed Eraring battery progressing towards a final investment decision as Origin continues to explore potential hydrogen projects.