2. Business Model & Strategy
Denis Krude
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Illustrative scope for a hydrogen plant project
AWE modules | Balance of plant | Civil construction | Erection on site | Commissioning | Technology |
Procurement and Manufacture | Engineering and Procurement | service | |||
Supply of AWE | Engineering and | Civil structures and | Installation of AWE | Functional and control | After sales and | |||||||
Description | modules: procurement | procurement of | foundations at site | modules, BoP | system tests, cold | services including | ||||||
of materials and | compression, utilities, | battery limits at site | hydrogen plant, | optimization, and de- | ||||||||
balance of plant (BoP), | equipment, | commissioning up to | revamps and | |||||||||
equipment, fabrication | e.g. transformers, | instrumentation and | Start-up of AWE | refurbishment, full | ||||||||
of cells and modules | rectifiers, purification, | piping up to the | modules and the | service, plant | ||||||||
etc. | including performance | bottlenecking | ||||||||||
testing | ||||||||||||
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Preferred business models focused on attractiveness in terms of added value and limited complexity
AWE modules | Balance of plant |
Similar business model
for Chlor-Alkali
Technology
Civil construction | Erection on site | ||
Procurement and Manufacture | Engineering and Procurement | ||
model | Selectively provided1 | Advisory2 | |
1 | |||
Business | Selectively provided1 | Advisory2 | |
2 | |||
High | value-add | ||
Limited | complexity |
Commissioning
Advisory1
Advisory1
service
Business model | Scope provided | Scope coordinated by thyssenkrupp nucera, |
scope | by thyssenkrupp nucera | executed by Partners (e.g. Uhde, De Nora) |
Positive Negative
Right to left increasing attractiveness
1. thyssenkrupp nucera has the ability to perform civil construction through its partners at the request of the client 2. Only for proprietary equipment
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De Nora provides access to best-in-class electrodes technology and a global service network, Uhde is an EPC1 provider, while thyssenkrupp nucera holds the technology IP
De Nora capability highlights | tk Uhde capability highlights | |||
• | One of the largest suppliers of metal coated electrodes and a | • | A leading engineering business, with expertise in EPC for | |
recognized pioneer in water electrolysis | industrial plants | |||
• | An innovative provider of electrodes and key components | • | Modularization expertise at Uhde Thailand | |
• | Large manufacturing capacity and global network of service | • | Portfolio includes leading technologies and downstream | |
workshops | processes that provide a competitive advantage to | |||
thyssenkrupp nucera in joint offerings | ||||
tk Uhde key areas of collaboration with thyssenkrupp nucera | ||||
Engineering,
Procurement and
Construction
- EPC services
- Regional support
-
Joint offering of process chains: CA - EDC / VC / PVC,
H2 - ammonia / methanol
Strategic roadmap for disruptive next generation architecture will deliver superior performance
AWE 1.0 technology
Standardized cell production with 1 GW p.a. manufacturing capacity
Highly competitive total cost of ownership
Proven quality and reliability at scale
Total Cost of Ownership
Today
AWE 1.x technology
Continuous design improvements −
reducing CAPEX and OPEX
Serial production for cell and module fabrication at multi GW scale
Automation of fabrication and assembly
Digital solutions to optimize operations
2-3 Years
AWE 2.0 technology
Disruptive next generation architecture for a quantum leap in total cost of ownership
Major improvements in stack design, cell structure, electrodes and diaphragm
Roll-out of GW factories to multiple regions
Product improvements
4-5 Years
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ThyssenKrupp AG published this content on 13 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 13 January 2022 10:00:27 UTC.