Investor Presentaiton
Electrons to Molecules: Green Hydrogen Potential
Advantage India
Significant Hydrogen demand
Current demand ~6 MMT expected
to grow to 24 MMT by 2050
Huge RE potential
Existing RE capacity of ~181 GW
(incl. Hydro)
Target -50% of capacity share of
RE by 2030
Low Tariffs
RE tariffs in India
(INR ~ 2.5-3.0)
India's Import Bill
India is 3rd largest consumer of oil &
gas, imports 85% of oil and ~50%
of Gas
Clean energy Commitment
GH adoption contributes to
emission reduction & meet energy
demand
Infrastructure build
Large part of India's infrastructure
needs to be built out, allows better
integration
I
H₂
JSW Energy
•
JSW Energy
Contracted India's largest
Commercial Scale Plant for
production of Green H2.
(Capacity- 3,800 TPA). This
is towards production of
Green Steel
Signed MoU with JSW Steel
for 85-90 KTPA of Green
Hydrogen & 720 KTPA of
Green Oxygen by 2030.
Grey Hydrogen: Currently, more than 95% of hydrogen is
produced from fossil fuels via carbon intensive processes.
Main production route
Characteristics
Blue Hydrogen: Grey hydrogen whose CO₂ emitted during
production is sequestered via carbon capture and storage
(CCS)
Main production route
Characteristics
Green Hydrogen: Low or zero-emission hydrogen produced
using clean energy sources
Main production route
Steam Methane Reforming (SMR)
Coal Gasification
Intense
Low
CO2
Cost
Characteristics
SMR + CCS
4 +
Electrolysis using
renewables
Low
High
Coal Gasification + CCS
CO₂
Cost
Zero
CO₂
High
Cost
Source: Press Information Bureau - India, Company Market Research, Hydrogen Policy Study by ASSOCHAM.
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