"The most important component for the production of the
green gas is now being manufactured in Hamburg. But Chinese manufacturers could
soon overtake German manufacturers.
The heart of the plants for producing green hydrogen will
now be produced in Hamburg. The company Quest One opened a factory in the
Rahlstedt district on Monday where it plans to manufacture stacks for
electrolyzers in series and automatically.
By next year, the company wants to
achieve a production volume of one gigawatt, and by 2030, five gigawatts are to
roll off the production line every year.
Quest One boss Robin von Plettenberg
spoke to more than 800 guests about "one of the world's most modern locations
for the research, development and production of electrolysis technology in
Europe". Proton exchange membrane (PEM) electrolysis is considered one of the most important
processes for producing hydrogen from renewable energies.
The company was previously known as H-Tec Systems. The new
name is intended to clarify its goal: "One" stands for the goal of
using its own technology to help avoid one percent of global CO2 emissions by
2050. This, in turn, is a "quest," said von Plettenberg, a
"mammoth task" and "a huge incentive." The beginnings go
back to a scientific project launched in 1997. The company now has 550
employees. Of these, around 350 employees in Augsburg are involved in the
production of electrolyzers, while around 200 employees in Hamburg manufacture
the stacks, the heart of the systems.
Automation instead of manual work
MAN Energy Solutions is investing up to 500 million euros in
the new factory and the market ramp-up over the next few years. With this
commitment, Quest One became an almost 100 percent subsidiary of MAN Energy
Solutions in 2021 and thus also part of the VW Group. Quest One expects to
benefit from its proximity to these two companies - be it in terms of a global
sales network, experience in heavy industry or the scaling of production. The
ramp-up depends not only on demand, but also on the success of series
production. So far, the fuel cells have been processed into stacks by hand,
which takes several hours.
With automation in the new factory, this process
should be shortened to 45 minutes.
German industry will urgently need green hydrogen in the
coming years to decarbonize its plants. The demand for fertilizer and steel
production, for example, or aviation and shipping is enormous and is increasing
massively, emphasized von Plettenberg. Analysts see the market growing to 500
to 600 million tons per year by 2050. The majority of German demand is to be
imported in the future, but a small part will also be produced in Germany -
this is where the stacks from Hamburg come into play. The high hopes placed on the
plant were also reflected in the number of prominent figures who travelled
north on Monday. Chancellor Olaf Scholz praised the project as a "real
milestone for the rapid ramp-up of hydrogen in Germany", and Hamburg's
First Mayor Peter Tschentscher sees his city on the way to becoming the
"leading hydrogen location in Germany".
EU rules against China
Europe is in danger of losing its competitive advantages and
falling behind China and the USA. In an as yet unpublished study available to
the FAZ, the strategy consultancy BCG describes that the European hydrogen
industry is currently still benefiting from advanced materials science,
consistent system efficiency and a longer service life of the systems. The
better quality of the individual components means that Western electrolyzers
can still produce green hydrogen ten to 15 percent cheaper than the competition
from China.
However, in just three to five years, foreign suppliers could
surpass the European industry in terms of costs, quality and performance, warns
BCG.
In China, around 1,000 new patent families have been created in recent
years thanks to targeted funding - around three times more than in Europe.
The EU Commission is also using protectionist measures to
fight against increasing competition and is making access to components from
China more difficult, as was announced on Monday. Projects that are awarded
funding in the European Hydrogen Bank's second auction worth 1.2 billion euros
at the beginning of December are therefore not allowed to source more than 25
percent of their electrolysis stacks from China."
Nobody cares in the EU about the threat of baking the Earth... We only care about power and money.