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Hello, everyone.

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I'd like to welcome all of
you to today's webinar on

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affordable blue hydrogen production.
My name is Lee Nichols,

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and I'm the editor in chief
and associate publisher of

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hydrocarbon
processing magazine,

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and I will be your
moderator today.

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With carbon dioxide costs at
twenty five dollars to thirty

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five dollars per ton,

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blue hydrogen is already
competitive against gray hydrogen.

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And according to the
International Energy Agency,

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Green Hyrogen will remain
more expensive beyond two thousand

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and thirty. For
greenfield projects,

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oxygen based hydrogen
production systems offer

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advantages over steam methane
reforming. In a recent example,

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the Shell Blue hydrogen process
cut the levelized cost of

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hydrogen by twenty two percent
compared with auto thermal

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reforming through reduced
capital expenditure by

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seventeen percent and operating
expenditure by thirty four

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percent. So joining us for
today's event is Nan Liu,

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the licensing technology
manager, gasification, from

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Shell, catalysts
and Technologies.

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So a little bit more
about our speaker today.

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Nan is, like I mentioned,

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the licensing technology
manager for gasification.

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It's fulfillrolls throughout the
project life cycle from

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initial feasibility and front
end development to project

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execution and plant operations
on major capital projects

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around the globe.

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These include the startup of
the gasification unit at the

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Fuzhan refinery ethylene
project in China and

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performance optimization at the
gasification hydrogen plant at

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Shell's Pernis Refinery
in the Netherlands.

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This has a strong commercial
mindset and is a key advocate

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of gasification as a value
adding investment. Now,

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just some general housekeeping
notes before we get started.

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Following the presentation,

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we will have a short
question and answer session,

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and you can participate in the
Q and A session by asking a

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question at any time
during this presentation.

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All you have to do type in
your question in the Q and A box,

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which is located at the bottom
left hand corner of your

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screen. Once you type
in that question,

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simply hit the submit button.

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You can enlarge your slide
window at any time by clicking

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on the arrows on the top
right hand corner of the slide area,

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and the slides will
advance automatically throughout the event.

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If you do experience
any problems with the program,

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please press the F5 on
your keyboard to refresh the presentation.

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You can also visit the webcast
help guide by clicking on the

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help button, which is located
below the slide window.

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Now with that, let's go
ahead and get started.

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I will hand the
presentation over to you.

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Thanks Lee.

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Hello, everyone.

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Hope you all stay safe and
keep away from COVID-nineteen

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wherever you are dealt
into this webinar.

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And thanks for your
interest in this topic.

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Energy transition imposed a huge challenge
for the oil and gas industry,

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how to decarbonize our
existing operations.

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And how to make sure the
products we produce is low in

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carbon intensity,

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which can meet the
future market demand.

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In this presentation,

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I'm going to talk about how
to turn those challenges into

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opportunities for our industry.

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And how shell blue
hydrogen process can provide affordable

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blue hydrogen products, which
can help decarbonizing our industry.

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So this is a cautionary
notes. It's not readable.

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But what it says is don't
buy share shares based on what I'm

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going to talk about
in this presentation.

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So about the outline
of the presentation,

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I'm going to start with
the general challenges that our

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industry are facing
in energy transition.

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And then talk about why
hydrogen is the solution and

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why blue hydrogen plays
an important role.

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To meet the hydrogen demand
by two thousand and fifty,

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the majority of the hydrogen
capacity will be based on

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greenfield projects

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I will introduce the
different hydrogen manufacturing technologies

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and then discuss which
technology is best suited for

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greenfield applications.

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I will then talk about the
specific benefits of the Shell

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Blue hashkin process.

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In terms of affordability,

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the maturity, and then
give some proof points.

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Finally,

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I will introduce what
other technologies and capabilities

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share offers across
the CU2 value chain.

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And then summarize the presentation
with a few key takeaways.

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My talk will take about thirty
to thirty five minutes and I

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will leave sufficient time for
questions and discussions at the end.

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And its transition

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is coming with an
accelerative pace,

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which impose a huge challenge
to the oil and gas industry.

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Just to name a few.

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As existing oil
and gas producers,

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how to become low carbon
or even net zero producers

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and how to maximize the
use of existing gas based infrastructure.

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On the other hand, as
carbon intensive industry,

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how to reduce the CO2 footprint
of our existing operations

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while maintaining a
high energy efficiency.

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We think hydrogen
is the solution.

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So to meet Paris agreement,

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the shelf guide scenario
predicts that hydrogen will be

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a growing part of the
future energy mix.

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And the hydrogen console
predict that the hydrogen

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demand will increase by
tenfold by twenty fifteen.

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Hydrogen can be used to
decarbonize energy sectors that

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are difficult to
decarbonize otherwise.

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Such as power generations,

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heavy transport

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and industry energy uses.

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So the question is, how to meet
the large hydrogen demand in the future?

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So talking about
supply of hydrogen,

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there are few
color definitions.

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Great hydrogen on the
left stands for hydrogen produced

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from fossil source, mainly
natural gas. Where all the

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CO2 from the process
goes to the air.

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On the other spectrum,

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Green hydrogen stands
for hydrogen produced via

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electrolysis of water

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powered by green electricity.

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So what we want to focus
today is blue hydrogen in the middle,

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which means hydrogen produced
from fossil source, but with

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you to captured and stored
via carbon capture and storage CCS,

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or enhance oil recovery EOR.

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So blue hydrogen in general
also stands for low carbon hydrogen.

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So the question is, why are
we focusing on Blue hydrogen today?

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So if you compare the
production cost of green

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hydrogen versus blue hydrogen,

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the key advantage of Blue
hydrogen is that it's currently

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two to three times cheaper
than green hydrogen

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and is commercially
proven at a large scale.

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Blue and Green hydrogen share the
same supply chain and customer base.

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The blue hydrogen production
uses mature technology,

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both technically and commercially
proven at large scale.

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Therefore,

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Blue hydrogen presents a great
opportunity for investors

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because it provides a low
cost low carbon hydrogen source,

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which minimize the technical
and economical risk.

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For some regions,

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gray hydrogen is
still being produced.

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Because reducing carbon
emission, is not yet on some

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company's agenda.

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At the CO2 price of twenty five
dollars to thirty five dollars per tonne,

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Blue hydrogen is already
competitive against green hydrogen.

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So it is all depends on
what's due to price scenario company

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assumes in their
investment cases.

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So as such, we see Blue
hydrogen plays a significant

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role in the energy transition.

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So by now, we have to
talk about why hydrogen is an

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opportunity to
decarbonize our industry

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and why blue hydrogen plays
an important role in it.

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So let's now move into
how we produce it.

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Today,

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the majority of refining
hydrogen manufacturing unit are

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based on steam meeting
reformer SMR technology.

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If you have an SMR
unit in your asset,

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and are under pressure
to decarbonize.

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Shell has both pre and
post combustions due to capture technologies.

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To help you decarbonize
your existing assets.

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However,

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to meet the tenfold hydrogen
demand by two thousand and fifty,

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The majority of the new
hydrogen capacity will be based

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on large scale
greenfield applications.

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Therefore,

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this presentation today is
focused on greenfield applications.

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So the big question is

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is SMS still the best
option for greenfield Blue hydrogen applications?

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What are the alternatives

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and how do they compare with
each other in the blue hydrogen space?

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So there are three
leading mature technologies for blue

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hydrogen production.

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From left to right, the
Steam meeting reformer SMR,

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which takes natural gas and
react with Steam through a

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reforming reaction.

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It is a catalytic process
in a multi tubular reactor.

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Because the process
itself is endosmic

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heat must be supplied.

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For SMR reactors, it is done
by external firing at the low

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pressure side of the reactor.

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The resulting flue gas account for
forty percent of the CO2 emission.

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SMRs are generally cheap
for smaller scale and for

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green hydrogen production.

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In the middle,
autothermal reforming ATR.

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It is similar as SMR in
the sense that it is thin

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gas with the steam
over catalyst,

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but it is over one bed.

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The heat is provided as direct
heating using pure oxygen.

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Therefore, air separation
unit ASU is required.

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This come the cost,

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but this avoided large amount
of low pressure flue gas,

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which makes the CO2 capture
more cost effective.

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For large scale blue
hydrogen production,

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this is more favorable
than the SMRs.

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So to the right, SGP,
Shell gets pox with pox,

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meaning partial oxidation.

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It makes the feedstock with
oxygen and partially combusted.

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Similar as ATR,

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the SGP using oxygen,

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which means the CO2 can
be captured via more cost

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effective pre combustions
due to capture technologies.

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So the key difference compared
to the re forming process is

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that it is non catalytic.

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And that's not required
steam addition.

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HGP reactors operate at much
higher pressure than ATR,

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which reduces the
downstream equipment size

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and safe power to
compress hydrogen product.

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So for five hundred tons
per day hydrogen production,

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SGP compared to ATR can save
up to thirty million dollars

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per year of OpEx.

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As such,

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we believe SGD is the best
Blue and hydrogen technology.

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So let's take a look of
what is Shell's offering in this space.

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Let me give a quick overview
on Shell Blue hydrogen Forces as BHP.

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SVHP is hydrogen manufacturing
from natural gas,

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utilizing shell gas PoX
technology for single gas manufacturing.

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And the CO2 is captured by
a pre combatant shell Adip

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Ultra CU2 capture technology.

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As Shell Blue hydrogen process,

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we offer a end to end
line up by integrating

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both shell in house and
third party technologies.

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We are using Shell's experience
and know how from own projects.

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To maximize the integration
between each block

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and deliver a end product,
hydrogen, and CO2, up pressure

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and on spec.

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Since Shell is also an
owner and operator, for both

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SGP based hydrogen plant,

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as well as CU2
sequestration plant.

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We understand the true value
of the integrated schemes.

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And we are now including it
into our scope as master licenser.

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And offer it to the market.

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So how does show blue
hygiene process compared with the SMRs

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and ATR lineups.

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I have here a typical
process line up comparison

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between three technologies.

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So if you look at the
back end of the process,

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the building blocks of the
CEO shift that's due to capture

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and hydrogen purification

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are common for all
three technologies.

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So the difference are in
the front end single manufacturing part.

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And let me highlight
a few key differences.

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So for blue
hydrogen production,

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maximize CO2 capture
is important.

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For SMR, there is a large
flue gas stream, which will

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require you to be captured by
a post combustion CU to capture technology.

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Which is more expensive than
pre combustants you to capture.

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Therefore, for blue hydrogen, we
are focusing on oxygen based technologies,

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00:15:34,495 --> 00:15:36,355
the AGRs under the SGPs.

250
00:15:37,750 --> 00:15:41,370
So both need oxygen,
therefore ASU is required.

251
00:15:42,470 --> 00:15:46,585
But the advantage is that the
CO2 can be captured via pre

252
00:15:46,585 --> 00:15:50,045
combustions due to
capture technologies, which

253
00:15:50,905 --> 00:15:54,125
helps to reduce the overall
due to capture cost.

254
00:15:56,060 --> 00:15:58,160
Compared with ATR and SGP.

255
00:15:59,420 --> 00:16:02,080
ATRs still need heating
over the figures.

256
00:16:02,805 --> 00:16:04,345
Hence the CO2 emission.

257
00:16:05,205 --> 00:16:07,625
For FTP, it is not required.

258
00:16:10,170 --> 00:16:14,570
The other key difference
between ATR and SGP is that the

259
00:16:14,570 --> 00:16:17,630
steam reforming process
is a catalytic process.

260
00:16:18,745 --> 00:16:22,345
The natural gas needs to
be pretreated before entering the

261
00:16:22,345 --> 00:16:25,725
ATR reactor to meet the
reforming catalyst conditions.

262
00:16:27,090 --> 00:16:29,830
For SGP, we do
not have catalyst.

263
00:16:30,690 --> 00:16:33,910
Therefore, fit put
treatment is not required.

264
00:16:35,495 --> 00:16:36,475
And for HTTP,

265
00:16:37,175 --> 00:16:39,195
we do not need steam
for the reaction.

266
00:16:39,975 --> 00:16:40,475
Instead,

267
00:16:41,095 --> 00:16:45,000
high pressure steam is
produced using the heat from

268
00:16:45,000 --> 00:16:46,380
gasification reaction

269
00:16:47,640 --> 00:16:51,260
and steam can be used to
satisfy internal consumers.

270
00:16:53,985 --> 00:16:57,365
So I've now explained
the benefit of SGP

271
00:16:57,985 --> 00:17:01,285
compared to the
two main alternative technologies.

272
00:17:01,880 --> 00:17:05,100
The SMRs and ADRs for
Blue HASH in production.

273
00:17:06,840 --> 00:17:09,420
So the question is
can we quantify those benefits?

274
00:17:11,395 --> 00:17:16,375
We have done a comparison of
FGP with SMR and ATR technology

275
00:17:17,155 --> 00:17:21,320
respectively and that will take
you through the results in the

276
00:17:21,320 --> 00:17:22,460
next two slides.

277
00:17:24,600 --> 00:17:25,580
So first,

278
00:17:26,685 --> 00:17:29,665
SMR is the most common
hydrogen production technology,

279
00:17:30,285 --> 00:17:32,705
but it is also the
best for blue hydrogen.

280
00:17:34,300 --> 00:17:39,100
Here, we want to understand
how does SMR based technology with

281
00:17:39,100 --> 00:17:41,440
different degree
of CO2 capture.

282
00:17:42,045 --> 00:17:45,345
Compared with SGP with
a force you to capture.

283
00:17:47,805 --> 00:17:49,185
From left to right,

284
00:17:50,050 --> 00:17:52,950
The first three columns,
SMR based technologies

285
00:17:53,970 --> 00:17:57,190
with no suit caption.
So, basically, query hydrogen

286
00:17:57,995 --> 00:18:02,255
to maximize CU2 capture
via a post combustion technology.

287
00:18:03,515 --> 00:18:07,430
And compare that with the last
column, which is SGP based

288
00:18:08,710 --> 00:18:10,330
So here are the key findings.

289
00:18:12,470 --> 00:18:13,210
First column,

290
00:18:14,310 --> 00:18:18,135
SMR is very common. And
considered as the cheapest.

291
00:18:18,915 --> 00:18:20,775
But as you can see
from the graph,

292
00:18:21,395 --> 00:18:24,935
it is only true for
a certain C2 price.

293
00:18:25,960 --> 00:18:26,940
In this comparison,

294
00:18:27,800 --> 00:18:29,740
we use forty dollars per tonne,

295
00:18:31,320 --> 00:18:36,275
which shows in the last column
with FTHP is already more attractive.

296
00:18:39,455 --> 00:18:42,920
And if you add post
combustance view to capture solution for

297
00:18:42,920 --> 00:18:45,500
SMR, which is shown
in column three.

298
00:18:46,840 --> 00:18:50,305
A above ninety percent view
to capture can be achieved

299
00:18:51,425 --> 00:18:55,745
As you can see, both CapEx
and OpEx are higher than SGP

300
00:18:55,745 --> 00:18:57,285
based, the BlueHASH solution.

301
00:18:59,000 --> 00:18:59,500
Therefore,

302
00:19:00,280 --> 00:19:04,200
what we typically recommend is
that if you already have an

303
00:19:04,200 --> 00:19:08,555
SMR based hydrogen plant, and
want to reduce the C2 footprint.

304
00:19:09,575 --> 00:19:13,495
Shell can offer both a
deep Ultra technology for break, a

305
00:19:13,495 --> 00:19:15,275
pre combustance you to capture.

306
00:19:15,880 --> 00:19:20,700
And kinds of C2 for post
combustion C2 capture to help you decarbonize.

307
00:19:22,120 --> 00:19:24,655
But if there is a
greenfield application,

308
00:19:24,655 --> 00:19:26,515
with new Blue
Hargin facilities.

309
00:19:27,615 --> 00:19:32,015
It is more cost effective
to go for SGP based Blue

310
00:19:32,015 --> 00:19:33,075
Hargin solution.

311
00:19:38,250 --> 00:19:40,270
With some of the
customers we engage,

312
00:19:40,890 --> 00:19:43,825
ATR was highlighted
as a preferred choice.

313
00:19:44,785 --> 00:19:48,225
Therefore, we have also
compared our SGP technology

314
00:19:48,225 --> 00:19:49,925
with ATR based technology.

315
00:19:51,320 --> 00:19:55,560
The data we use for
ATR is based on public available

316
00:19:55,560 --> 00:19:57,180
data for real project.

317
00:19:58,075 --> 00:19:59,535
And here are the key findings.

318
00:20:01,675 --> 00:20:03,215
In the blue hydrogen space,

319
00:20:03,755 --> 00:20:06,735
the levelized cost of
hydrogen is a key metric.

320
00:20:08,060 --> 00:20:09,020
Overall,

321
00:20:09,020 --> 00:20:13,420
we found the levelized cost
of hydrogen for our technology is

322
00:20:13,420 --> 00:20:17,200
twenty two percent lower than
the base case in this report.

323
00:20:18,175 --> 00:20:22,595
And that is mainly contributed
by the seventeen percent lower CapEx

324
00:20:23,295 --> 00:20:25,235
and thirty four
percent lower OpEx.

325
00:20:28,190 --> 00:20:30,690
If you move on to
the CapEx comparison,

326
00:20:31,870 --> 00:20:35,355
the seventeen percent lower
CapEx is mainly because we

327
00:20:35,355 --> 00:20:37,215
operated at higher pressure,

328
00:20:38,475 --> 00:20:41,055
which leads to smaller
hydrogen compressor,

329
00:20:41,755 --> 00:20:43,615
smaller CO2 capture unit.

330
00:20:44,360 --> 00:20:46,060
And smaller co2 compressors.

331
00:20:47,640 --> 00:20:48,380
In addition,

332
00:20:49,320 --> 00:20:53,725
the simplicity of the SGP
process due to the minimum fit

333
00:20:53,725 --> 00:20:57,265
gas per treatment gives the
car tax benefits as well.

334
00:20:59,600 --> 00:21:02,660
On the OpEx, we are
thirty four percent lower.

335
00:21:03,280 --> 00:21:05,520
So besides the
smaller compressors,

336
00:21:05,520 --> 00:21:07,540
result in less
compression duties,

337
00:21:08,475 --> 00:21:12,555
The key difference compared to
reforming technology is that we

338
00:21:12,555 --> 00:21:14,175
do not consume steam.

339
00:21:15,035 --> 00:21:15,535
Instead,

340
00:21:16,460 --> 00:21:19,520
The high pressure steam
is generated from the process.

341
00:21:20,860 --> 00:21:24,000
It largely reduced the
power input to the unit.

342
00:21:24,695 --> 00:21:27,275
Hence gives significant
OPEC saving.

343
00:21:29,255 --> 00:21:33,575
On the last bar, so we do
consume about six percent more

344
00:21:33,575 --> 00:21:36,950
natural gas in the reaction
because the reaction is at a

345
00:21:36,950 --> 00:21:38,570
higher temperature
than the reformers.

346
00:21:39,910 --> 00:21:44,635
But when we cover the reaction
heat, and use it to generate steam.

347
00:21:46,375 --> 00:21:50,235
The OPEC saving offset
the additional natural gas cost.

348
00:21:51,050 --> 00:21:55,130
Therefore, overall, you will see
a twenty percent lower of

349
00:21:55,130 --> 00:21:56,590
levelized cost of hydrogen.

350
00:21:58,385 --> 00:21:59,125
In addition,

351
00:21:59,905 --> 00:22:03,745
we have ideas to further
optimize our lineup to reduce

352
00:22:03,745 --> 00:22:04,885
the natural gas consumption.

353
00:22:06,000 --> 00:22:08,740
I will come back on this
point in the later slides.

354
00:22:10,000 --> 00:22:10,740
So overall,

355
00:22:11,680 --> 00:22:16,455
I believe our technology is very
competitive in the blue hydrogen space.

356
00:22:19,235 --> 00:22:20,935
In addition to
the cost benefit,

357
00:22:21,635 --> 00:22:24,215
there are other important
benefits to consider.

358
00:22:25,380 --> 00:22:26,680
Let me highlight a few

359
00:22:27,700 --> 00:22:29,400
first on feed flexibility

360
00:22:30,740 --> 00:22:32,920
because our process
is non catalytic

361
00:22:34,015 --> 00:22:36,435
It is robust against
the feed contaminants.

362
00:22:38,175 --> 00:22:40,355
Take refinery fuel
gas as an example.

363
00:22:41,270 --> 00:22:44,730
It contains software
OIFIN C2 plus.

364
00:22:45,830 --> 00:22:49,985
SGP is very robust against
this type of difficult fee

365
00:22:51,745 --> 00:22:52,485
In addition,

366
00:22:53,265 --> 00:22:56,805
some of the natural gas
field contains high amount of CO2.

367
00:22:58,280 --> 00:23:02,600
We have commercial reference
in operating SGP using up to

368
00:23:02,600 --> 00:23:04,700
eight percent C2
in the figures.

369
00:23:06,135 --> 00:23:10,375
So removals Q2 in the seed
gas or in the same gas

370
00:23:10,375 --> 00:23:12,235
becomes an economical choice.

371
00:23:15,250 --> 00:23:17,670
Second, on lower meeting sleep.

372
00:23:18,930 --> 00:23:21,990
Because FTP reactor opened
at a higher temperature,

373
00:23:23,065 --> 00:23:26,605
the unconverted mesin in
the zincas is very low.

374
00:23:27,545 --> 00:23:30,685
It is not only means that
we have a higher conversion.

375
00:23:31,930 --> 00:23:35,690
But also means that there
is less impurity in hydrogen

376
00:23:35,690 --> 00:23:37,870
products that needs
to be removed.

377
00:23:38,965 --> 00:23:42,585
Therefore enhanced the overall
process energy efficiency.

378
00:23:45,525 --> 00:23:46,745
On energy efficiency,

379
00:23:47,850 --> 00:23:52,110
We have shown a thirty
four percent lower OpEx for FTP

380
00:23:52,730 --> 00:23:53,790
compared to ADR.

381
00:23:54,865 --> 00:23:58,805
It is mainly due to SGP has
lower power consumption.

382
00:24:00,625 --> 00:24:03,840
The savings on power
consumption is mainly because

383
00:24:03,840 --> 00:24:07,600
the possibility of producing
high pressure steam from our

384
00:24:07,600 --> 00:24:09,140
zinc as ethylene cooler.

385
00:24:10,320 --> 00:24:13,985
This is Dean is then
further superheated in the shift unit.

386
00:24:14,845 --> 00:24:17,505
And it's not only used
in the shift reaction,

387
00:24:18,285 --> 00:24:21,630
but also can be used for
other internal consumers.

388
00:24:22,890 --> 00:24:23,690
Therefore,

389
00:24:23,690 --> 00:24:28,670
the Shell Blue hydrogen process
shows very good overall energy efficiency.

390
00:24:32,385 --> 00:24:34,885
So what are the benefits
on the product side?

391
00:24:36,065 --> 00:24:36,565
First,

392
00:24:37,660 --> 00:24:41,820
higher opening pressure of
the SGP reactor reduces the

393
00:24:41,820 --> 00:24:43,360
downstream equipment size.

394
00:24:44,165 --> 00:24:46,425
Improved the CO2
capture efficiency

395
00:24:48,165 --> 00:24:52,425
and saves compression power
for the hydrogen compressors.

396
00:24:54,750 --> 00:24:56,050
On the CO2 pressure,

397
00:24:57,470 --> 00:24:59,010
in our deep Ultra technology,

398
00:24:59,950 --> 00:25:02,210
we have implemented an intermediate

399
00:25:03,495 --> 00:25:07,995
which fifty percent CO2 can
be produced at a medium pressure

400
00:25:08,535 --> 00:25:12,395
and that has significantly reduced
the size of the CO2 compression.

401
00:25:15,160 --> 00:25:17,260
On the hydrogen
purification step,

402
00:25:18,120 --> 00:25:20,700
we have chosen a mid
donation line up.

403
00:25:21,695 --> 00:25:26,815
The key advantage of methanator instead
of PSA is that it does

404
00:25:26,815 --> 00:25:29,155
not result in any
offgas streams.

405
00:25:30,250 --> 00:25:32,670
Which reduced the
direct co2 emission.

406
00:25:34,650 --> 00:25:35,310
In addition,

407
00:25:36,010 --> 00:25:40,325
the off gas stream is mainly
hydrogen which is the main product,

408
00:25:41,105 --> 00:25:43,285
but lost via the PSA offerings.

409
00:25:44,705 --> 00:25:49,430
By applying resonator line up, there
is no losses of hydrogen products.

410
00:25:50,050 --> 00:25:52,870
Therefore, reduced the
natural gas consumption.

411
00:25:55,635 --> 00:25:59,795
Perity of the hydrogen product
from a metadata line up is

412
00:25:59,795 --> 00:26:02,055
slightly lower
than PSA line up.

413
00:26:03,060 --> 00:26:08,280
But it's satisfying most of the
hydrogen purity requirement for industry uses.

414
00:26:09,220 --> 00:26:10,120
For example,

415
00:26:10,785 --> 00:26:13,685
This is a typical lineup
for ammonia production.

416
00:26:14,865 --> 00:26:19,285
A secondary benefit of ASU
is that nitrogen as a byproduct

417
00:26:19,820 --> 00:26:22,080
can be made available
at high purity.

418
00:26:23,580 --> 00:26:27,280
Combined shell blue hash
in process with ammonia synthesis

419
00:26:27,995 --> 00:26:30,815
enables the production
of blue ammonia

420
00:26:31,755 --> 00:26:32,975
and it makes transportation

421
00:26:33,595 --> 00:26:35,775
of blue hydrogen much cheaper.

422
00:26:37,760 --> 00:26:41,200
So I hope by now
you are convinced that shell blue

423
00:26:41,200 --> 00:26:44,880
hygiene process is a
very competitive blue hydrogen

424
00:26:44,880 --> 00:26:46,020
manufacturing technology.

425
00:26:47,345 --> 00:26:51,045
How about technical
maturity and these skills?

426
00:26:55,240 --> 00:26:58,380
XGP is probably new to
them Blue Hux market,

427
00:26:59,080 --> 00:27:02,620
but the technology itself is
more than sixty years old.

428
00:27:03,985 --> 00:27:07,685
Shell has a long
history of developing gasification technology

429
00:27:08,545 --> 00:27:11,925
beginning with our researches
in 1950s in Amsterdam.

430
00:27:13,890 --> 00:27:14,390
Today,

431
00:27:15,010 --> 00:27:18,450
we have over thirty active
licensees and more than one

432
00:27:18,450 --> 00:27:20,310
hundred gasifiers
built worldwide.

433
00:27:22,995 --> 00:27:25,735
After over sixty years
of research and development,

434
00:27:26,995 --> 00:27:30,535
we have built extensive
operational experience in gasification

435
00:27:31,550 --> 00:27:32,370
both globally

436
00:27:33,470 --> 00:27:35,330
and also with our
own operations.

437
00:27:36,430 --> 00:27:38,850
For example, Purney's
refinery in the Netherlands.

438
00:27:39,795 --> 00:27:42,055
And ProGTL plant in Qatar.

439
00:27:43,475 --> 00:27:47,075
And we use our own operating
experience to continue to

440
00:27:47,075 --> 00:27:48,295
develop the technology.

441
00:27:49,200 --> 00:27:51,620
And to improve the
operational efficiency.

442
00:27:53,520 --> 00:27:57,860
Over the years, we have
developed a new bonus, large franchises

443
00:27:58,765 --> 00:28:01,265
So let me give two
specific examples.

444
00:28:05,405 --> 00:28:09,170
First example is poor gas
to liquid plant in term.

445
00:28:10,270 --> 00:28:14,110
Large same gas manufacturing
capacity is required to get

446
00:28:14,110 --> 00:28:16,450
economical skill
of GTL products.

447
00:28:17,965 --> 00:28:21,965
We have eighteen large SG
train operating in Pro since

448
00:28:21,965 --> 00:28:23,025
twenty eleven.

449
00:28:23,965 --> 00:28:28,480
Each has equivalent hydrogen
capacity of five hundred tons

450
00:28:28,480 --> 00:28:30,020
per day of pure hydrogen.

451
00:28:31,605 --> 00:28:35,465
So to meet the world
and hydrogen demand by twenty fifteen.

452
00:28:36,085 --> 00:28:39,685
We believe commercially
demonstrated large shrink size

453
00:28:39,685 --> 00:28:40,825
is very important.

454
00:28:43,410 --> 00:28:47,190
Second example is my favorite
point is refinery in the Netherlands.

455
00:28:48,265 --> 00:28:51,225
I was technologist there
looking after the gasification

456
00:28:51,225 --> 00:28:55,965
based hydrogen plant, which is
a part of the refinery complex.

457
00:28:57,560 --> 00:29:01,580
And the CO2 produced from the
hydrogen plant is at a high purity.

458
00:29:02,760 --> 00:29:05,025
And for more than
fifteen years,

459
00:29:05,025 --> 00:29:08,545
It has been transported
to greenhouses to fast track

460
00:29:08,545 --> 00:29:09,525
vegetable growth.

461
00:29:11,185 --> 00:29:12,005
Moving forward,

462
00:29:12,730 --> 00:29:16,970
This CO2 stream is planned
to be sequestrated in an offshore

463
00:29:16,970 --> 00:29:18,110
empty gas field.

464
00:29:19,345 --> 00:29:24,005
Which is an important part of
the potos CCS project near Rotterdam.

465
00:29:25,265 --> 00:29:26,325
After potos,

466
00:29:27,200 --> 00:29:30,420
The hydrogen will produce
at Purnace is real blue.

467
00:29:34,135 --> 00:29:38,635
Shell is also a market
leader in large scale CCS project.

468
00:29:39,895 --> 00:29:43,355
Here is a list of CCS project
that Shell is involved.

469
00:29:44,920 --> 00:29:48,140
Without going into depth
into each individual project,

470
00:29:48,760 --> 00:29:50,940
there are a few
points to note there.

471
00:29:53,085 --> 00:29:56,465
There are multiple value
chains that CTS can enable.

472
00:29:57,725 --> 00:29:59,990
For example, the Quest project

473
00:30:00,790 --> 00:30:05,030
We are capturing CO2 from
a hydrogen unit using a deep

474
00:30:05,030 --> 00:30:06,010
electron technology

475
00:30:06,630 --> 00:30:08,650
producing low carbon hydrogen.

476
00:30:09,765 --> 00:30:13,365
We have safely captured and
stored more than one million

477
00:30:13,365 --> 00:30:16,185
ton per annum of CO2
since twenty fifteen.

478
00:30:18,610 --> 00:30:21,190
In the net zero T side
project, we are working

479
00:30:21,810 --> 00:30:25,410
together with our project
partners on a large scale gas

480
00:30:25,410 --> 00:30:28,065
power plant. With
CCS facilities.

481
00:30:30,445 --> 00:30:32,525
And in the Northern
Life project,

482
00:30:32,525 --> 00:30:35,405
we are working with our
partners to offer you to

483
00:30:35,405 --> 00:30:37,890
storage solutions to
industrial emitters.

484
00:30:40,110 --> 00:30:44,190
Purnace and Gordon demonstrate the
role of CCS to reduce our

485
00:30:44,190 --> 00:30:45,490
own asset emissions.

486
00:30:49,705 --> 00:30:54,580
By now, I have introduced
the key benefits and proof points

487
00:30:54,580 --> 00:30:56,280
of shell blue hydrogen process.

488
00:30:57,460 --> 00:31:00,740
And I'm very proud to say
that since the launch of the

489
00:31:00,740 --> 00:31:05,155
licensing of shell blue hydrogen
process about six months ago.

490
00:31:05,695 --> 00:31:09,875
We have received huge
interest from various customers globally.

491
00:31:11,710 --> 00:31:15,310
Going back to the challenges
that oil and gas industry are

492
00:31:15,310 --> 00:31:16,690
facing in any transition.

493
00:31:17,845 --> 00:31:22,165
We think there is also
an opportunity for refiners to

494
00:31:22,165 --> 00:31:25,385
transform into a carbon
neutral energy hub.

495
00:31:26,440 --> 00:31:30,860
Shell catalysts and technology
has been partnering with refiners

496
00:31:31,880 --> 00:31:36,075
or other customers to evaluate
ways to become carbon neutral.

497
00:31:37,175 --> 00:31:38,635
Let me give a few examples.

498
00:31:40,730 --> 00:31:43,790
First, on decarbonizing
existing operations.

499
00:31:44,970 --> 00:31:49,255
As I mentioned earlier, the
show has both pre combustion,

500
00:31:49,255 --> 00:31:50,395
a deep Ultra technology,

501
00:31:51,495 --> 00:31:53,415
as well as pool of combustion,

502
00:31:53,415 --> 00:31:57,530
cans of CO2 technology
to capture CO2 from refineries

503
00:31:58,550 --> 00:32:01,130
and hence reduce
existing CO2 footprint.

504
00:32:02,710 --> 00:32:07,485
The CO2 captured can be
transported via a CO2 network

505
00:32:07,485 --> 00:32:08,865
in the industry area

506
00:32:10,445 --> 00:32:14,350
and captures you to can then
be utilized in agriculture

507
00:32:15,290 --> 00:32:19,470
or inject back to
reservoir for CCS or EOR.

508
00:32:21,855 --> 00:32:25,055
The second point I want
to highlight here is the

509
00:32:25,055 --> 00:32:28,195
opportunity of using
low value streams

510
00:32:28,820 --> 00:32:33,220
such as refinery fuel gas
and the pitch from the bottom

511
00:32:33,220 --> 00:32:37,240
of the barrel into high
value blue hydrogen products.

512
00:32:38,985 --> 00:32:40,105
Captures you to

513
00:32:40,745 --> 00:32:42,925
can go into the
same you to network.

514
00:32:44,025 --> 00:32:45,245
And the blue hydrogen

515
00:32:45,880 --> 00:32:48,700
can be used to
decarbonize own refinery

516
00:32:49,320 --> 00:32:50,700
as fuel to boilers

517
00:32:52,040 --> 00:32:53,900
or to other heavy industry.

518
00:32:54,605 --> 00:32:56,465
Such as steel and power,

519
00:32:57,485 --> 00:33:02,865
as well as export as product
to other regions via liquefied hydrogen

520
00:33:03,530 --> 00:33:04,990
or ammonia shipping.

521
00:33:06,410 --> 00:33:07,070
In general,

522
00:33:07,930 --> 00:33:12,325
Shop tablets and technology
can support you with a range of

523
00:33:12,325 --> 00:33:16,965
technologies and services to
enable refiners to transform

524
00:33:16,965 --> 00:33:19,945
towards a carbon
neutral energy hub.

525
00:33:24,900 --> 00:33:27,080
I'm approaching to
the end of my story.

526
00:33:27,675 --> 00:33:30,975
Let me summarize the presentation
with a few key takeaways.

527
00:33:32,795 --> 00:33:33,695
So first,

528
00:33:34,475 --> 00:33:37,420
hydrogen will be part
of the future energy mix

529
00:33:38,220 --> 00:33:41,520
and blue hydrogen has
an important role to play

530
00:33:42,140 --> 00:33:48,035
because it is lower carbon, lower
cost and available at a large scale.

531
00:33:49,695 --> 00:33:51,315
For greenfield applications,

532
00:33:52,335 --> 00:33:57,250
SMR seems to be and less
effective method to produce blue hydrogen

533
00:33:58,110 --> 00:34:01,410
because of the poor
due to recovery and scalability.

534
00:34:03,935 --> 00:34:08,995
Instead shell has a competitive technology
offer in the Blue hydrogen space.

535
00:34:09,910 --> 00:34:13,210
And our Shell Blue
hydrogen process offers key advantages

536
00:34:13,830 --> 00:34:15,450
compared to alternative
technologies.

537
00:34:16,855 --> 00:34:18,475
Especially on its lower

538
00:34:19,095 --> 00:34:20,715
levelized cost of hydrogen,

539
00:34:21,335 --> 00:34:24,955
lower CapEx, OpEx and
overall simplicity.

540
00:34:27,290 --> 00:34:31,690
Last but not the least. Shell
has long track record on large

541
00:34:31,690 --> 00:34:32,990
scale hydrogen facilities.

542
00:34:33,695 --> 00:34:36,035
And is a market leader for CCS.

543
00:34:37,295 --> 00:34:41,535
We can provide the expertise
in developing integrated Blue

544
00:34:41,535 --> 00:34:43,315
Hatchstream solutions for you.

545
00:34:44,290 --> 00:34:45,510
Thanks for your attention.

546
00:34:49,250 --> 00:34:53,405
So now let's open up for Q and
A. Hand it over back to you, Lee.

547
00:35:03,620 --> 00:35:05,380
Alright. Thank you, Anantra,

548
00:35:05,380 --> 00:35:07,480
that that very
informative presentation.

549
00:35:08,455 --> 00:35:09,175
Like she mentioned,

550
00:35:09,175 --> 00:35:13,275
we are now going to transition
into the question and answer session.

551
00:35:13,815 --> 00:35:16,970
I know a lot of you have
sent in a a lot of questions questions.

552
00:35:16,970 --> 00:35:19,370
So I I know they definitely
sparked a lot of interest in

553
00:35:19,370 --> 00:35:23,050
this topic. So if you do
wanna ask a question, simply type

554
00:35:23,050 --> 00:35:26,545
your question into the Q and A
box that you see located at the

555
00:35:26,545 --> 00:35:28,305
bottom left hand
corner of your screen.

556
00:35:28,305 --> 00:35:29,745
Once you type in your question,

557
00:35:29,745 --> 00:35:32,865
just simply hit the submit
button, in that way,

558
00:35:32,865 --> 00:35:35,150
we'll we'll try to get
to those questions,

559
00:35:35,150 --> 00:35:38,430
during the Q and A session.
Also, I do wanna announce that,

560
00:35:38,430 --> 00:35:41,310
joining us for the Q and
A session today is also Justin

561
00:35:41,310 --> 00:35:44,255
Swane, He is the strategic
marketing manager,

562
00:35:44,255 --> 00:35:46,735
from Shell Catalyst
and Technologies.

563
00:35:46,735 --> 00:35:49,990
So Justin and Anne will be
able to answer those questions.

564
00:35:49,990 --> 00:35:53,130
So with that, let's go ahead
and jump into our first question.

565
00:35:55,910 --> 00:35:59,935
So Justin on, can you
expand on how you see blue

566
00:35:59,935 --> 00:36:02,675
hydrogen helping refiners
and their decarbonization

567
00:36:03,215 --> 00:36:07,875
objectives and how this links
to upgrading low value BOB product.

568
00:36:10,330 --> 00:36:13,930
Hi, Lee. Thanks for the
question. Yeah. It's a very

569
00:36:13,930 --> 00:36:14,890
good one. I mean,

570
00:36:14,890 --> 00:36:17,690
I worked in a refinery
for a while and actually

571
00:36:17,690 --> 00:36:19,135
manufacturing refiners,

572
00:36:19,755 --> 00:36:23,755
not new. So about one third
of the world hydrogen demand today

573
00:36:23,755 --> 00:36:26,255
is consumed by
refiners at C stop.

574
00:36:27,230 --> 00:36:30,450
But the refiners are under
quite a lot of challenge recently.

575
00:36:31,150 --> 00:36:32,590
So first of all,

576
00:36:32,590 --> 00:36:36,185
the refiners need more hydrogen
today to upgrade product due to

577
00:36:36,185 --> 00:36:37,805
more stringent product
specifications.

578
00:36:38,345 --> 00:36:42,425
And on the other hand, the
AMO twenty twenty is pushing the

579
00:36:42,425 --> 00:36:46,350
refiners to find a solution for
their bottom of the barrel products.

580
00:36:47,370 --> 00:36:50,650
So we think blue hydrogen
provide a very nice opportunity

581
00:36:50,650 --> 00:36:54,250
for the refiners to utilize
the bottom of the barrel as

582
00:36:54,250 --> 00:36:56,315
feedstock. And to
produce hydrogen.

583
00:36:57,495 --> 00:37:00,455
So while the SGP based
hydrogen manufacturing route,

584
00:37:00,455 --> 00:37:04,150
this this u two can be
captured by a more cost effective pre

585
00:37:04,150 --> 00:37:05,210
combustion technologies.

586
00:37:05,830 --> 00:37:06,710
And in this way,

587
00:37:06,710 --> 00:37:10,470
we can utilize the cheapest
feedstocks and then produce the

588
00:37:10,470 --> 00:37:12,015
high value hydrogen.

589
00:37:12,015 --> 00:37:15,315
And then capture the CO2 in
a very cost effective way.

590
00:37:16,415 --> 00:37:18,575
But the premise refinery,
which I mentioned,

591
00:37:18,575 --> 00:37:20,755
setting the presentation,
is a very good example.

592
00:37:21,350 --> 00:37:25,510
And the feedstock to
the SGP unit is the SDA

593
00:37:25,510 --> 00:37:29,915
teach. So the hydrogen produced
from the unit is used in

594
00:37:29,915 --> 00:37:31,375
hydrocracking in
the refineries.

595
00:37:33,355 --> 00:37:36,280
And I think another opportunity
for the refiner is really the

596
00:37:36,280 --> 00:37:40,040
refinery fuel gas stream as
feedstock via the Shell Blue

597
00:37:40,040 --> 00:37:44,525
Hachin process line up. And
the Hachin produced can be also

598
00:37:44,525 --> 00:37:46,705
used as few in the boilers.

599
00:37:47,325 --> 00:37:48,045
And in this way,

600
00:37:48,045 --> 00:37:51,505
the c u two is also captured
in a more cost effective way.

601
00:37:52,570 --> 00:37:56,650
And in using the refund of
you guys, yeah, the HVITION

602
00:37:56,650 --> 00:37:58,670
project in Rotterdam
is a good example.

603
00:37:59,535 --> 00:38:02,895
A feedstock to the blue
hydrogen unit, it is a mixture

604
00:38:02,895 --> 00:38:05,395
of a refinery fuel
gas and natural gas.

605
00:38:06,180 --> 00:38:09,140
And the blue hydrogen produced
can be used to decarbonize the

606
00:38:09,140 --> 00:38:11,640
heavy industry in
the hub of rotterdam.

607
00:38:12,420 --> 00:38:13,860
So it's a bit of a long answer,

608
00:38:13,860 --> 00:38:16,785
but I hope the the
address the question on the integration

609
00:38:16,785 --> 00:38:20,085
between bottom of the barrel
upgrading and blue hash manufacturing?

610
00:38:21,905 --> 00:38:23,285
No. Yeah. That was perfect.

611
00:38:24,340 --> 00:38:27,540
So I got another quick question
from a viewer. They are asking,

612
00:38:28,900 --> 00:38:30,580
kind of a a a generic question,

613
00:38:30,580 --> 00:38:34,715
but can you please elaborate a
bit on the Shell pre and post

614
00:38:34,715 --> 00:38:36,175
carbon capture technology.

615
00:38:38,075 --> 00:38:39,615
Yeah. I can take that one.

616
00:38:40,630 --> 00:38:43,510
Okay. So, yeah, so we
have two technologies,

617
00:38:43,510 --> 00:38:46,230
one for high pressure, which
is our adept technology,

618
00:38:46,230 --> 00:38:51,325
and one for low pressure
post combustion that cancels technology.

619
00:38:51,325 --> 00:38:54,605
So the added technology has
been around fifty years,

620
00:38:54,605 --> 00:38:57,505
and constantly being developed
and improved during that process

621
00:38:58,220 --> 00:39:02,220
whereas the Shell Cancer
Technology has been around for

622
00:39:02,220 --> 00:39:03,520
around twenty years.

623
00:39:04,620 --> 00:39:08,975
So we look at the scenario
and what we're trying to capture

624
00:39:08,975 --> 00:39:10,415
which process stream.

625
00:39:10,415 --> 00:39:13,295
And then we do a techno
economic evaluation as to which

626
00:39:13,295 --> 00:39:15,715
one we think is the best
one to put in place.

627
00:39:16,790 --> 00:39:21,290
So, yeah, so there's a
long history there. You know, the

628
00:39:22,070 --> 00:39:24,970
the aiming technologies
are proven at scale.

629
00:39:25,755 --> 00:39:27,995
You have an absorber,
you have a regenerator,

630
00:39:27,995 --> 00:39:32,910
and it comes down to selecting
the right aiming for the

631
00:39:32,910 --> 00:39:36,030
process that you're going to be
looking to treat the gas stream

632
00:39:36,030 --> 00:39:38,030
and what you're trying the
specification you're trying to

633
00:39:38,030 --> 00:39:39,090
get down to. So

634
00:39:39,710 --> 00:39:41,410
shell has sixty years of

635
00:39:42,245 --> 00:39:46,885
know how in terms of gas
treating and selecting the right process,

636
00:39:46,885 --> 00:39:50,810
the right process conditions and the
right aiming for that So with this,

637
00:39:50,810 --> 00:39:53,930
we have quite a bit of
flexibility to help decarbonize

638
00:39:53,930 --> 00:39:55,850
many streams, removing CO2,

639
00:39:55,850 --> 00:39:59,070
whether it be a process stream
or from a low pressure stream.

640
00:40:02,605 --> 00:40:03,745
Great. Thank you, Justin.

641
00:40:04,525 --> 00:40:07,400
So I got another question
from a a major association.

642
00:40:08,340 --> 00:40:09,160
They're asking

643
00:40:09,940 --> 00:40:11,640
with regards to Shell SGP,

644
00:40:12,260 --> 00:40:14,545
they're asking if it's
such a well established technology?

645
00:40:14,545 --> 00:40:18,305
Why are people still talking
about SMR and ATR for

646
00:40:18,305 --> 00:40:19,825
greenfield blue hydrogen?

647
00:40:19,825 --> 00:40:22,305
And so why they're kinda just
asking why are you you provide

648
00:40:22,305 --> 00:40:23,445
this webinar today?

649
00:40:24,510 --> 00:40:26,350
Yeah. If I may take this one,

650
00:40:26,350 --> 00:40:28,270
thanks a lot for
asking the question.

651
00:40:28,270 --> 00:40:31,790
I think that's one of the
main reason why we want to, yeah,

652
00:40:31,790 --> 00:40:34,945
reach a bigger amount of
audience and introduce our technology.

653
00:40:35,725 --> 00:40:39,185
I mean, the SGP technology
is indeed well established.

654
00:40:40,100 --> 00:40:45,220
But primarily has been used in
the past for shell owned GTL process.

655
00:40:45,220 --> 00:40:48,179
So we've been keeping it
for shell owned projects for

656
00:40:48,179 --> 00:40:52,675
decades And only since last year,
we got the, if you go

657
00:40:52,675 --> 00:40:56,659
ahead from, from shell to
that licensing, basically,

658
00:40:56,659 --> 00:40:59,700
promoting this technology
to the third party space.

659
00:40:59,700 --> 00:41:05,565
And and that's where, yeah, we started
this journey kind of half year ago.

660
00:41:05,565 --> 00:41:08,044
And that's why we did this
comparison in the presentation

661
00:41:08,044 --> 00:41:11,165
because we want to know
whether we are competitive compared to

662
00:41:11,165 --> 00:41:13,645
SMR and APR, which is
more known for the market,

663
00:41:13,645 --> 00:41:16,590
external market. So
did our homework.

664
00:41:16,590 --> 00:41:19,150
And we believe this is a
very competitive technology,

665
00:41:19,150 --> 00:41:22,830
and that's why today we are
doing after we have done all

666
00:41:22,830 --> 00:41:25,504
this homework and we start
promoting it to to the third

667
00:41:25,504 --> 00:41:27,744
party market. So
in short, yeah,

668
00:41:27,744 --> 00:41:29,665
we've been keeping it for
too long for ourselves,

669
00:41:29,665 --> 00:41:33,365
and now we basically make it
also available for the third party space.

670
00:41:35,789 --> 00:41:37,490
Actually, that was that
was a great explanation.

671
00:41:38,829 --> 00:41:41,809
So kinda kinda sticking
with that thing. This,

672
00:41:42,509 --> 00:41:44,174
yours actually
asking too about,

673
00:41:44,974 --> 00:41:46,894
commercial use of it.
So they're asking,

674
00:41:46,894 --> 00:41:50,569
did did you use the shell
SGP process at the Quest

675
00:41:51,129 --> 00:41:53,069
CCUS project in Canada.

676
00:41:56,489 --> 00:41:58,829
So, yeah, so building
on the same theme.

677
00:41:59,690 --> 00:42:00,190
The

678
00:42:01,675 --> 00:42:02,175
The

679
00:42:03,115 --> 00:42:05,434
facility in Canada where
we produce the hydrogen,

680
00:42:05,434 --> 00:42:08,254
consumers all of hydrogen.
And when it was built

681
00:42:09,309 --> 00:42:13,069
at the time, it was gray
hydrogen. And the SMR process

682
00:42:13,069 --> 00:42:15,729
was what was seen best
for that facility.

683
00:42:16,315 --> 00:42:17,934
And then later in the

684
00:42:19,595 --> 00:42:23,780
operation of the facility, the site
wanted to go and they Blue

685
00:42:23,780 --> 00:42:27,780
hydrogen and the help to
decarbonize the footprint of

686
00:42:27,780 --> 00:42:28,980
the facility there.

687
00:42:28,980 --> 00:42:33,264
And also that facility had
an opportunity for EOR close

688
00:42:33,264 --> 00:42:38,784
by, to to the plant. So when
we assess the plant at the time,

689
00:42:38,784 --> 00:42:41,520
there's two routes you can go
you can go to high pressure

690
00:42:41,520 --> 00:42:45,760
route, putting an added Ultra
unit or capture all the CO2

691
00:42:45,760 --> 00:42:47,540
emissions at the low pressure

692
00:42:48,324 --> 00:42:51,144
exhaust and used to cancel CO2.

693
00:42:51,764 --> 00:42:52,744
At that time,

694
00:42:53,284 --> 00:42:56,519
the high pressure root was
preferred I think there was

695
00:42:56,519 --> 00:42:59,639
sufficient CO two could
be captured at that point.

696
00:42:59,639 --> 00:43:01,479
And without the tax incentives,

697
00:43:01,479 --> 00:43:03,819
then there wasn't a drive
to go for the fullest,

698
00:43:04,519 --> 00:43:06,234
catcher level, which is,

699
00:43:06,234 --> 00:43:09,914
coming from the high the
low pressure canceled. So I think,

700
00:43:09,914 --> 00:43:14,769
you know, Quest is a
good example of, you know, how

701
00:43:14,769 --> 00:43:16,849
things are done in the past
and how things can go in the

702
00:43:16,849 --> 00:43:19,569
future. If that plant
was being built from you,

703
00:43:20,450 --> 00:43:23,329
the hydrogen facility and we
want to go for blue hydrogen

704
00:43:23,329 --> 00:43:25,445
directly, I think
in that situation,

705
00:43:25,445 --> 00:43:27,365
when we do the economics
and what we've seen from the

706
00:43:27,365 --> 00:43:28,645
presentation today,

707
00:43:28,645 --> 00:43:32,004
that the combination of one
single lineup being built from

708
00:43:32,004 --> 00:43:34,860
scratch then you
would look at the,

709
00:43:34,860 --> 00:43:37,600
the Shell Blue Hygiene
process combining the PoX technology

710
00:43:38,220 --> 00:43:41,405
with the high pressure added
technology and the other technologies,

711
00:43:42,105 --> 00:43:45,865
processes associated with
making the right specification

712
00:43:45,865 --> 00:43:48,290
of hydrogen and
capturing the CO2.

713
00:43:48,290 --> 00:43:50,690
So it's a nice example
to look at, you know,

714
00:43:50,690 --> 00:43:52,770
how things were done in the
past and how we would do things

715
00:43:52,770 --> 00:43:55,330
if we're doing from
scratch. And like we say,

716
00:43:55,330 --> 00:43:58,615
when we talk about other
refiners and those that have and,

717
00:43:59,555 --> 00:44:01,875
which are making today
gray, then, you know, yes,

718
00:44:01,875 --> 00:44:04,595
there are options that do
the similar one. And again,

719
00:44:04,595 --> 00:44:06,035
looking at high pressure
and low pressure,

720
00:44:06,035 --> 00:44:08,070
we're down to the
individual economics or

721
00:44:08,790 --> 00:44:10,810
of the opportunity
and the site.

722
00:44:11,590 --> 00:44:13,030
And, yes, you know,

723
00:44:13,030 --> 00:44:15,930
we would love to support in
in looking at those as well.

724
00:44:18,935 --> 00:44:23,175
Hey. Thanks, Justin. So here's
a question from a, an operator.

725
00:44:23,175 --> 00:44:24,695
They're asking, basically,

726
00:44:24,695 --> 00:44:27,770
just what of types of feeds
that can be used with SGP,

727
00:44:27,770 --> 00:44:31,530
and they kinda follow-up with
natural gas, naphtha, RFPG, LPG.

728
00:44:31,530 --> 00:44:34,375
So if you can just kinda Give
a little detail that on on the

729
00:44:34,375 --> 00:44:36,795
type of feeds that can be
used on this in this process.

730
00:44:38,135 --> 00:44:40,180
Yeah. Thanks for the questions.

731
00:44:40,180 --> 00:44:43,860
So one of the key advantage
of the SGP technology is that it's

732
00:44:43,860 --> 00:44:45,700
very flexible in
terms of, yeah,

733
00:44:45,700 --> 00:44:48,580
feed intake because we
don't have catalyt catalyst,

734
00:44:48,580 --> 00:44:49,720
in our reactor.

735
00:44:50,235 --> 00:44:53,675
So this, feedstock, your
address can be processed in

736
00:44:53,675 --> 00:44:55,435
SGP. So natural gas,

737
00:44:55,435 --> 00:44:58,015
not refinery fuel gas
specifically I mentioned.

738
00:44:58,520 --> 00:45:02,600
LPG. And also, yeah, when
I mentioned that the the

739
00:45:02,600 --> 00:45:05,320
potential of upgrading the
bottom of barrel product into

740
00:45:05,320 --> 00:45:07,515
hydrogen, basically,
liquid residue,

741
00:45:07,515 --> 00:45:11,035
very heavy from the refineries
can be upgraded as well.

742
00:45:11,035 --> 00:45:16,490
So using the same process, but
slightly different, yeah, FTP, let's say,

743
00:45:17,450 --> 00:45:21,355
building blocks. But, all
these feedstocks, basically,

744
00:45:21,355 --> 00:45:23,595
any low value streams that,

745
00:45:23,595 --> 00:45:27,435
you consider that week have
a solution to upgrade that into,

746
00:45:27,435 --> 00:45:28,735
hydrogen and temperature

747
00:45:29,370 --> 00:45:33,070
the c u two, you know,
cost effective for precompassion way. Excellent.

748
00:45:36,650 --> 00:45:37,465
Thanks.

749
00:45:37,465 --> 00:45:40,585
So the next question here I
need you to put on your on your

750
00:45:40,585 --> 00:45:44,905
economist hat, but, this question
from viewer asked, just basically,

751
00:45:44,905 --> 00:45:48,140
what are your views on
small scale blue hydrogen production,

752
00:45:48,140 --> 00:45:50,000
and does it make
sense economically?

753
00:45:52,780 --> 00:45:54,780
Yeah. So I'm not economists,

754
00:45:54,780 --> 00:45:56,995
but let me try to
address this one.

755
00:45:56,995 --> 00:46:01,235
The key advantage of the
SGP technology is that it's already

756
00:46:01,235 --> 00:46:03,395
available to the
the large scale.

757
00:46:03,395 --> 00:46:06,210
So we don't have to start from
small scale and demo rate,

758
00:46:06,210 --> 00:46:09,090
the economic feasibility
before going to large scale.

759
00:46:09,090 --> 00:46:12,370
I would know that in any of
the development, yet normally,

760
00:46:12,370 --> 00:46:14,230
if you go on large
scale, the economic

761
00:46:14,865 --> 00:46:17,445
possibility will, yeah,
be more favorable.

762
00:46:18,145 --> 00:46:19,985
So that's why, you know,

763
00:46:19,985 --> 00:46:23,125
when we are looking at
the blue hydrogen versus green hydrogen,

764
00:46:23,640 --> 00:46:26,920
we think blue hydrogen will
be more favorable for a large

765
00:46:26,920 --> 00:46:29,960
scale application because
it's already proven and

766
00:46:29,960 --> 00:46:32,855
commercialized today.
And for small scale,

767
00:46:32,855 --> 00:46:35,895
there are many green hydrogen, put, yeah,

768
00:46:35,895 --> 00:46:38,775
productions start from small scale
and trying to prove the

769
00:46:38,775 --> 00:46:42,570
the economic feasibility.
So I think Yeah. In short,

770
00:46:42,570 --> 00:46:45,610
the large scale will be
more favorable for blue hydrogen and

771
00:46:45,610 --> 00:46:48,250
the small scale, yeah,
there are many developers,

772
00:46:48,250 --> 00:46:51,755
trying to develop a green
hydrogen solution. We are not,

773
00:46:51,755 --> 00:46:55,274
excluding each other. It's
more, like, which one is more,

774
00:46:55,274 --> 00:46:59,135
complimentary in the transformation
of the hydrogen value chain.

775
00:47:02,560 --> 00:47:03,860
Excellent. Thanks, hun.

776
00:47:04,560 --> 00:47:04,960
Alright.

777
00:47:04,960 --> 00:47:08,455
So I have a these two
questions are are are are regarding more

778
00:47:08,455 --> 00:47:12,875
about, hydrogen purity. So the
first one here is there's many,

779
00:47:13,815 --> 00:47:16,280
potential outlets for produce
hydrogen with differing,

780
00:47:16,280 --> 00:47:19,000
specifications on purity.
So the viewer asked,

781
00:47:19,000 --> 00:47:22,280
can you expand a little
bit more on hydrogen purity

782
00:47:22,280 --> 00:47:24,684
optimization? In
technology selection.

783
00:47:26,585 --> 00:47:31,065
Yeah. Also, very good one.
So talking about different hash

784
00:47:31,065 --> 00:47:34,339
impurity, we typically
classify as, say,

785
00:47:34,339 --> 00:47:37,139
two two two categories.
So the first,

786
00:47:37,139 --> 00:47:40,335
we call high grade hydrogen.
So, typically, Yeah.

787
00:47:40,335 --> 00:47:44,095
Ninety nine point nine seven
plus based on ISO standard for

788
00:47:44,095 --> 00:47:45,154
fuel cell application.

789
00:47:45,855 --> 00:47:49,234
And the second category is
we call industrial grade hydrogen.

790
00:47:49,819 --> 00:47:52,799
Which is suitable for
large industrial hygiene consumers.

791
00:47:54,059 --> 00:47:56,700
And the difference in blue
hydrogen technology selection

792
00:47:56,700 --> 00:47:58,719
is in the hydrogen
purification technology.

793
00:47:59,984 --> 00:48:02,625
So for the high
grade hydrogen spec,

794
00:48:02,625 --> 00:48:05,845
a pressure swing absorption,
so PSA unit is required.

795
00:48:06,385 --> 00:48:10,500
And that results in the PSA off
gas stream. This can be used as

796
00:48:10,500 --> 00:48:13,240
fuel but result
in co2 emissions.

797
00:48:14,659 --> 00:48:17,139
So, typically, for
industrial grade,

798
00:48:17,139 --> 00:48:19,525
we select the machination step.

799
00:48:19,525 --> 00:48:24,025
So the the advantage of this is that
is that it's no direct due to emission.

800
00:48:24,805 --> 00:48:27,445
And it can save also the
natural gas consumption because

801
00:48:27,445 --> 00:48:30,480
we do not have this
hydrogen loss via the PSFTS.

802
00:48:31,060 --> 00:48:32,620
So, therefore,

803
00:48:32,620 --> 00:48:35,580
for the industrial grade
hydrogen and the hydrogen

804
00:48:35,580 --> 00:48:36,685
purity typically,

805
00:48:36,685 --> 00:48:39,805
we can reach ninety six to
ninety eight percent depending

806
00:48:39,805 --> 00:48:43,245
on the type of feedstock that
we get. Yeah. And for instance,

807
00:48:43,245 --> 00:48:46,480
it's a good example here,
because Yeah. As I mentioned,

808
00:48:46,480 --> 00:48:50,000
the machination is already
in the hydrogen production line

809
00:48:50,000 --> 00:48:53,920
up. And if hydrogen produced
is used in the industry for

810
00:48:53,920 --> 00:48:56,165
decades. So, Yeah.

811
00:48:56,785 --> 00:48:58,065
There are different,

812
00:48:58,065 --> 00:49:01,265
hydrant beauty requirement
as the technology needs to be

813
00:49:01,265 --> 00:49:02,470
selected accordingly.

814
00:49:02,470 --> 00:49:04,890
But we see
advantage of applying machination,

815
00:49:05,990 --> 00:49:08,410
step for a industrial
grade hydrogen.

816
00:49:10,715 --> 00:49:11,515
Yeah. Thanks, Nadia.

817
00:49:11,515 --> 00:49:14,315
Because that that would
actually answer two questions with,

818
00:49:14,315 --> 00:49:17,755
with one answer because there
was an exact same question that

819
00:49:17,755 --> 00:49:19,970
had to do with the they
wanna know the different impact a

820
00:49:19,970 --> 00:49:23,110
hydrogen period between methination
and PSA process. So,

821
00:49:23,730 --> 00:49:26,130
I think he got to
that one. So, yeah.

822
00:49:26,130 --> 00:49:29,075
Let's move on to the
next question here from from an

823
00:49:29,075 --> 00:49:32,215
operator. They're asking,
with all the foreseen,

824
00:49:35,235 --> 00:49:36,275
atrina storage,

825
00:49:36,275 --> 00:49:39,780
is there enough capacity to store
if we go if we all go

826
00:49:39,780 --> 00:49:41,240
blue slash green.

827
00:49:45,060 --> 00:49:45,675
Yeah,

828
00:49:45,675 --> 00:49:48,715
So I need to guess a
little bit what exactly the question is

829
00:49:48,715 --> 00:49:50,015
meant, but I think

830
00:49:51,035 --> 00:49:52,955
for blue and
hydrogen production,

831
00:49:52,955 --> 00:49:56,820
you need to capture and the
stores you to So I think, this

832
00:49:56,820 --> 00:50:00,600
is probably talking about the
the c u two storage, capacity.

833
00:50:01,540 --> 00:50:05,695
Yeah. So I see this as a
little bit chicken to add

834
00:50:05,695 --> 00:50:08,735
question. So we know
from to reach the,

835
00:50:08,735 --> 00:50:11,135
the net zero goal
by twenty fifteen.

836
00:50:11,135 --> 00:50:15,270
The carbon capture and storage is
a crucial part to reach this ambition.

837
00:50:15,270 --> 00:50:18,470
And therefore, recently, we see there's
a lot of, yeah, let's say,

838
00:50:18,470 --> 00:50:21,670
encouragement also from the
government to invest in CCS

839
00:50:21,670 --> 00:50:26,005
project. So once the large
scale CCS facilities in place

840
00:50:26,005 --> 00:50:28,885
and coupled with the
blue hash in production,

841
00:50:28,885 --> 00:50:30,740
there'll be a nature feed.

842
00:50:30,740 --> 00:50:33,700
Because the hygiene can be used
as a clean fuel to decarbonize

843
00:50:33,700 --> 00:50:37,220
the industry where the co two
is captured in a cost effective

844
00:50:37,220 --> 00:50:41,524
way and can be stored.
So in terms of storage,

845
00:50:42,145 --> 00:50:46,465
capacity limitation, so that's
really an upstream question.

846
00:50:46,465 --> 00:50:50,280
So to to a lot of
the upstream colleagues has been looking at

847
00:50:50,280 --> 00:50:53,160
that. So it really depends on
where you are in the world, but,

848
00:50:54,280 --> 00:50:57,160
that's why a lot of those
projects are positioned near

849
00:50:57,160 --> 00:50:59,505
those so called
industrial clusters,

850
00:50:59,505 --> 00:51:03,025
which people has already
assessed the c u two storage

851
00:51:03,025 --> 00:51:06,240
capability, and then
build on top of that.

852
00:51:06,240 --> 00:51:10,020
Capacity will be a really
value adding, yeah, project.

853
00:51:12,639 --> 00:51:16,054
And maybe if I can add
to that is it's gonna be interesting,

854
00:51:17,954 --> 00:51:18,694
to see

855
00:51:19,554 --> 00:51:23,740
where the CO2 is gonna come
from in terms of some of the

856
00:51:23,740 --> 00:51:27,899
clients that we are engaging
with talking about hydrogen production.

857
00:51:27,899 --> 00:51:31,040
We're also talking about
co2 capture from industrial facilities.

858
00:51:31,745 --> 00:51:33,745
And the debate will
come in, I guess,

859
00:51:33,745 --> 00:51:37,045
in terms of how will
people want to decarbonize

860
00:51:37,665 --> 00:51:41,510
their industrial facility Is it
going to be doing CO2 capture

861
00:51:41,510 --> 00:51:45,349
at the plant and then send that
CO2 for storage, or will it be

862
00:51:45,349 --> 00:51:49,865
capturing the CO2 from the fuel
source that would have been

863
00:51:49,865 --> 00:51:51,865
provided to those plants, say,

864
00:51:51,865 --> 00:51:54,505
taking the methane and
converting that to blue

865
00:51:54,505 --> 00:51:56,880
hydrogen and doing
the CO2 capture there.

866
00:51:56,880 --> 00:52:00,160
So I do wonder in the scenarios
when we talk about how much CA2

867
00:52:00,160 --> 00:52:03,280
is required if hydrogen
would not necessarily be incremental,

868
00:52:03,280 --> 00:52:06,315
it would be maybe displacing some
of that CO2 would come as

869
00:52:06,315 --> 00:52:08,635
well. And I guess
also, you know,

870
00:52:08,635 --> 00:52:11,995
whilst technology maturation
improvement and, you know,

871
00:52:11,995 --> 00:52:14,820
our aim is to try
and reduce cost of hydrogen production,

872
00:52:16,240 --> 00:52:18,320
whether it be
through, you know,

873
00:52:18,320 --> 00:52:21,525
the technology to convert the
hydrogen or the processes and

874
00:52:21,525 --> 00:52:25,765
infrastructure to deal with the
CO2 that's produced, you know,

875
00:52:25,765 --> 00:52:28,970
maybe more science and
engineering and understanding

876
00:52:28,970 --> 00:52:29,870
about the reservoirs,

877
00:52:30,490 --> 00:52:33,710
will help build capacity beyond
what we think it is today.

878
00:52:34,490 --> 00:52:36,970
I'm sure we've seen lots
of things happening in terms of

879
00:52:36,970 --> 00:52:38,235
oil and gas production,

880
00:52:39,095 --> 00:52:41,175
new technologies coming
in to increase it.

881
00:52:41,175 --> 00:52:44,695
So hopefully those same sort
of technologies will help us to

882
00:52:44,695 --> 00:52:47,034
increase the capacity
to store the CO2

883
00:52:47,720 --> 00:52:51,260
that comes from the combustion
of those fuels. Excellent.

884
00:52:54,355 --> 00:52:57,315
Thank you, Don. Justin, so
moving on to the next question

885
00:52:57,315 --> 00:52:58,994
from, from a viewer, they,

886
00:52:58,994 --> 00:53:01,234
I know earlier you talked a
little bit about bottom of the

887
00:53:01,234 --> 00:53:04,480
barrel configuration. So this
viewer is asking Actually,

888
00:53:04,480 --> 00:53:08,659
how can SGP be integrated
with bottom of the barrel configurations?

889
00:53:11,904 --> 00:53:12,784
Yeah. So,

890
00:53:13,984 --> 00:53:16,944
yeah, I answered how as
a refiners that can integrate

891
00:53:16,944 --> 00:53:19,124
SGP. So I think maybe the,

892
00:53:20,129 --> 00:53:20,869
the questions

893
00:53:21,489 --> 00:53:24,289
from this viewer is more
like the throughout the

894
00:53:24,289 --> 00:53:26,629
presentation, we'll be
introducing the technology

895
00:53:27,249 --> 00:53:29,429
by taking the natural
gas as a feedstock.

896
00:53:30,115 --> 00:53:31,875
Because most of
those, yeah, comp

897
00:53:32,514 --> 00:53:33,954
comparable technologies,

898
00:53:33,954 --> 00:53:36,969
in this space is using
natural gas as a sea stock.

899
00:53:36,969 --> 00:53:40,089
But the other advantage which
we're trying to explain to the

900
00:53:40,089 --> 00:53:42,509
audience is also the
fit flex flexibility.

901
00:53:43,129 --> 00:53:47,244
And therefore, the SGP
technology can also be taking

902
00:53:47,244 --> 00:53:50,605
the liquid feedstock from
a refinery residue stream.

903
00:53:50,605 --> 00:53:53,325
And that's why we say,
yeah, the bottom of barrel upgrading,

904
00:53:53,325 --> 00:53:57,299
there is the very heavy residue
streams that in the future will

905
00:53:57,299 --> 00:53:58,579
be lower in value.

906
00:53:58,579 --> 00:54:03,059
And then taking that as a
feedstock fit in into the SGP unit,

907
00:54:03,059 --> 00:54:06,044
and then the rest of the line
up can remain the same to make

908
00:54:06,044 --> 00:54:10,845
yeah, Blue hydrogen. So that is
exactly the lineup that we are,

909
00:54:10,845 --> 00:54:14,550
operating already for, yeah,
more than twenty years in

910
00:54:14,550 --> 00:54:15,530
Purney's refinery.

911
00:54:16,070 --> 00:54:19,429
We are taking the, let's say,
the bottom of the bottom.

912
00:54:19,429 --> 00:54:20,950
So the pitch from the SDA unit,

913
00:54:20,950 --> 00:54:23,050
so in the asset voting
unit of the refinery,

914
00:54:23,655 --> 00:54:27,495
And then, yeah, feed
that stream into a, yeah,

915
00:54:27,495 --> 00:54:29,575
gasification unit, SGP unit,

916
00:54:29,575 --> 00:54:32,910
and then produce hydrogen
capturing c u two.

917
00:54:32,910 --> 00:54:35,950
And then hydrogen is feed
back into the hydrocracker in the

918
00:54:35,950 --> 00:54:40,755
refinery. So by this means,
we are integrating SGP based blue

919
00:54:40,755 --> 00:54:43,395
hydrogen plant into the
bottom of our upgrading in the

920
00:54:43,395 --> 00:54:47,335
refinery. I hope that this explanation
is a bit more clear now.

921
00:54:49,560 --> 00:54:51,340
No. No. Fantastic. So

922
00:54:52,200 --> 00:54:55,240
let's talk a little bit
about, the competitiveness of SGP.

923
00:54:55,240 --> 00:54:56,840
So this viewer is asking,

924
00:54:56,840 --> 00:55:00,565
how can competitive as Shell
Blue hydrogen process against pyrolysis.

925
00:55:03,825 --> 00:55:05,765
Yeah. So I guess
the question is,

926
00:55:06,590 --> 00:55:07,810
how do you convert,

927
00:55:08,670 --> 00:55:10,530
methane into hydrogen? So

928
00:55:11,550 --> 00:55:13,790
we have talked in this
presentation as your blue

929
00:55:13,790 --> 00:55:14,690
hydrogen process.

930
00:55:15,485 --> 00:55:19,805
Which is a mature technology
that has been out there

931
00:55:19,805 --> 00:55:23,485
operating a large scale,
yeah, since twenty eleven in,

932
00:55:23,485 --> 00:55:24,785
in growing Qatar.

933
00:55:25,490 --> 00:55:28,150
So I think there is
a very different,

934
00:55:28,930 --> 00:55:31,890
in terms of maturity of
the technology. So the parallels

935
00:55:31,890 --> 00:55:35,110
is, of methane. It is,
yeah, and and the research.

936
00:55:35,695 --> 00:55:39,455
So it is not comparable at
the the skill that we are talking

937
00:55:39,455 --> 00:55:43,180
about and also the, the
maturity of the technology.

938
00:55:43,180 --> 00:55:45,180
So I don't exclude
it in the future.

939
00:55:45,180 --> 00:55:47,180
This may become a
viable solution,

940
00:55:47,180 --> 00:55:51,685
but then also the way
how the carbon is is separated,

941
00:55:51,685 --> 00:55:54,245
and then you you were talking
about a very different way of

942
00:55:54,245 --> 00:55:55,765
disposal this carbon.

943
00:55:55,765 --> 00:55:58,860
Although carbon black can
be a good outlet But, yeah,

944
00:55:58,860 --> 00:56:01,820
we're potentially talking about a
huge amount of carbon black.

945
00:56:01,820 --> 00:56:05,500
So I think there's also
gas from a technology maturity and

946
00:56:05,500 --> 00:56:08,045
also the market following
this technology.

947
00:56:08,045 --> 00:56:12,525
Needs to be developed. So,
yeah, as as for today, the

948
00:56:12,525 --> 00:56:15,345
technology we are promoting
is mature at large scale.

949
00:56:16,600 --> 00:56:18,360
I think that is the,

950
00:56:18,360 --> 00:56:20,460
key difference in terms
of a competitiveness.

951
00:56:23,315 --> 00:56:25,155
Excellent. Thank you, Naut. So,

952
00:56:25,155 --> 00:56:26,515
we're getting
close to top hour.

953
00:56:26,515 --> 00:56:29,475
I might be one or two
quick questions here.

954
00:56:29,475 --> 00:56:31,300
One of these from a viewer is,

955
00:56:31,300 --> 00:56:34,660
is you already seem to
have reduced cost of producing blue

956
00:56:34,660 --> 00:56:35,960
hydrogen currently.

957
00:56:36,580 --> 00:56:37,300
So they're asking,

958
00:56:37,300 --> 00:56:42,565
do you see a potential to
reduce cost further and if so, how?

959
00:56:45,185 --> 00:56:47,825
Yeah. So also very
good question.

960
00:56:47,825 --> 00:56:49,840
So throughout these
presentations,

961
00:56:49,840 --> 00:56:53,600
We've been talking about
our commercial size unit. Basically,

962
00:56:53,600 --> 00:56:57,060
single train gives five hundred
tons per day of pure hydrogen.

963
00:56:57,645 --> 00:57:01,245
So this is the standard train
size we deploy in the pro Qatar

964
00:57:01,245 --> 00:57:04,705
project with eighteen of those
trains operating for almost ten years.

965
00:57:05,440 --> 00:57:08,340
So we believe this
is a commercial,

966
00:57:09,200 --> 00:57:14,080
yeah, good reference size that
we've been deployed for for

967
00:57:14,080 --> 00:57:18,145
many years. And we have over
the years reached a optimum in

968
00:57:18,145 --> 00:57:21,365
terms of a technical,
an economical, skill.

969
00:57:22,040 --> 00:57:25,160
So moving forward, of course,
we don't want to, yeah,

970
00:57:25,160 --> 00:57:29,500
stop here and also looking at the
large blue hedging demand in the future.

971
00:57:30,065 --> 00:57:33,825
We do have ambition to
further reduce the levelized cost of

972
00:57:33,825 --> 00:57:36,005
hydrogen by another
thirty percent.

973
00:57:36,865 --> 00:57:40,890
And this will be
done by standardization and modernization

974
00:57:41,510 --> 00:57:42,950
of this already, yeah,

975
00:57:42,950 --> 00:57:45,430
proven five hundred
thousand per day train size.

976
00:57:45,430 --> 00:57:47,530
So that is our ambition
moving forward.

977
00:57:50,455 --> 00:57:53,735
Great. Can I make a
general comment? Oh, yeah. Absolutely.

978
00:57:53,735 --> 00:57:56,775
Just gonna go ahead. Yeah.
I was just gonna say there's,

979
00:57:56,775 --> 00:58:00,260
quite a few people I
think inquiring about, you know,

980
00:58:00,260 --> 00:58:03,700
Shell's view on hydrogen and
the challenges that there are

981
00:58:03,700 --> 00:58:07,345
in trying to develop a hydrogen economy
And just to say that, you know,

982
00:58:07,345 --> 00:58:12,625
sadly we can't really represent showing
that context in this, forum, you know,

983
00:58:12,625 --> 00:58:15,270
we're talking about just the
technology that we have to

984
00:58:15,270 --> 00:58:16,330
produce the hydrogen,

985
00:58:17,270 --> 00:58:19,690
from, you know, from methane
and other feedstocks.

986
00:58:21,030 --> 00:58:24,145
But maybe if people want to
see what shell policy is on

987
00:58:24,145 --> 00:58:25,845
hydrogen and views about

988
00:58:26,545 --> 00:58:29,025
helping to deal with the
energy transition and what our

989
00:58:29,025 --> 00:58:32,260
ambitions are, to reduce the
emissions from our own operations,

990
00:58:32,260 --> 00:58:35,140
I could steer people to
the Shell Investor web pages,

991
00:58:35,140 --> 00:58:37,300
where there's quite a lot
of content there where people can

992
00:58:37,300 --> 00:58:40,675
find out where Shell stands on
this And I'm sure that there

993
00:58:40,675 --> 00:58:42,915
will be more coming from Shell,

994
00:58:42,915 --> 00:58:45,735
broader Shell on that
regards in the coming months.

995
00:58:47,970 --> 00:58:51,490
Yeah. Excellent. Thank you, Justin,
for mentioning that. And, yeah,

996
00:58:51,490 --> 00:58:55,170
I do recommend going to the
show show has a very robust area.

997
00:58:55,170 --> 00:58:57,645
I'm gonna talking about,
energy transition.

998
00:58:57,645 --> 00:58:59,645
I've looked through
that extensively. So, yeah,

999
00:58:59,645 --> 00:59:02,765
thank you for mentioning that
because it does provide a lot

1000
00:59:02,765 --> 00:59:07,090
of information on on on
Shell's view on on, hydrogen, energy

1001
00:59:07,090 --> 00:59:10,210
transmit, and and transition
in in items like that.

1002
00:59:10,210 --> 00:59:12,770
And and and speak on the
kind of topic like that,

1003
00:59:12,770 --> 00:59:15,305
I'm kinda curious as
my last question is,

1004
00:59:15,305 --> 00:59:17,465
You have sparked a lot
of interest, of course,

1005
00:59:17,465 --> 00:59:18,745
in this technology.

1006
00:59:18,745 --> 00:59:21,565
And I'm curious if people
want to learn more,

1007
00:59:22,680 --> 00:59:25,740
more find out more
information about Shell's SGP.

1008
00:59:26,360 --> 00:59:28,940
Where's the best place they
can go look real quick?

1009
00:59:33,595 --> 00:59:36,795
So, we content will be,

1010
00:59:36,795 --> 00:59:39,935
going on to the Shell
Catalyst and Technology website very soon.

1011
00:59:41,320 --> 00:59:42,140
We basically

1012
00:59:42,840 --> 00:59:45,080
have been preparing material
for the launch of the

1013
00:59:45,080 --> 00:59:47,480
technologies through this
platform, and we thank you for

1014
00:59:47,480 --> 00:59:49,820
that. So, yeah,
coming to our website,

1015
00:59:50,365 --> 00:59:52,605
shortly will be the content
that people are looking for.

1016
00:59:52,605 --> 00:59:53,905
We'll have some white papers,

1017
00:59:54,925 --> 00:59:57,410
some fact sheets and
other information regarding that.

1018
00:59:57,410 --> 01:00:01,010
And at that site, you can
also reach out to representatives of,

1019
01:00:01,010 --> 01:00:04,950
of the organization in the
regions where people may have queries.

1020
01:00:06,985 --> 01:00:09,465
Excellent. Well, we're right
up at the top of the hour.

1021
01:00:09,465 --> 01:00:11,245
So I think we'll
we'll end it here.

1022
01:00:12,400 --> 01:00:14,960
We can't really get to all
the questions because you you all

1023
01:00:14,960 --> 01:00:17,200
really sparked a lot of
interest because we've received

1024
01:00:17,200 --> 01:00:19,985
well over two hundred and
fifteen questions. So,

1025
01:00:20,705 --> 01:00:22,405
you'd end up be getting hoarse,

1026
01:00:23,025 --> 01:00:26,225
but we had to answer all
of those. But don't worry.

1027
01:00:26,225 --> 01:00:27,480
If you did ask a question,

1028
01:00:27,480 --> 01:00:31,100
all of these questions will
be sent to the speakers,

1029
01:00:31,720 --> 01:00:33,560
right after this
webcast. And, of course,

1030
01:00:33,560 --> 01:00:35,820
they will they'll try
to answer those offline

1031
01:00:36,495 --> 01:00:37,875
as soon as they can.

1032
01:00:38,495 --> 01:00:42,335
But definitely, we really wanna
thank our speakers today. Nan,

1033
01:00:42,335 --> 01:00:43,615
we wanna thank you, Justin,

1034
01:00:43,615 --> 01:00:46,130
for for jumping in during
the Q and A session.

1035
01:00:46,130 --> 01:00:49,090
We really wanna thank for
Shell Catalyst and Technologies for

1036
01:00:49,090 --> 01:00:51,090
putting together this
timely and perform,

1037
01:00:51,090 --> 01:00:52,230
informative presentation.

1038
01:00:52,930 --> 01:00:56,115
Now there will be an on demand
version of this webcast.

1039
01:00:56,115 --> 01:00:58,915
Gonna be made available
in the coming days.

1040
01:00:58,915 --> 01:01:02,435
You will receive an email
on that. So if you have any,

1041
01:01:02,435 --> 01:01:04,435
if you have any other
colleagues in the industry that

1042
01:01:04,435 --> 01:01:06,330
might be interested
in this technology.

1043
01:01:07,030 --> 01:01:09,510
Please definitely forward
that to them. Again,

1044
01:01:09,510 --> 01:01:12,865
we wanna thank all of you,
for joining us for webcast today,

1045
01:01:12,865 --> 01:01:15,125
and we hope you have a
great rest of your week.