FMG 0.81% $26.83 fortescue ltd

Its very hard to put a dollar figure on capital intensity, as...

  1. 2,911 Posts.
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    Its very hard to put a dollar figure on capital intensity, as there are different types of projects.
    Generally 90% the cost of green hydrogen is electricity, so buying from a 3rd party reducing the project complexity.


    • Type 1 - Buy renewable electricity from 3rd party source. Capital intensity is low, just electrolysers, water and storage. Smallish plant. This is what we are doing in Norway, Queensland etc.
    • Type 2 - Build renewable electricity from solar/wind/hydro Capital intensity is high. This is the plan for South America, some of Africa.,


    Lets say each 5MW PEM is $1,000,000 or $200,000 per MW.
    Please review the table below, but I see $1.5 Billion capex for 1 Billion KG per year.

    10,000per MW electrolyser
    2

    31,000,000.00 tonnes per year
    41,000,000,000.00 Kgs per year
    555KWh per to produce 1 Kgof H2
    655,000,000,000 KWh/year
    7150,684,932 KWh/day
    86,278,539 KWh/hour
    96,279 MWh/hour
    10

    11$1,255,707,763 Electroylyser cost for 1 Mtpa of H2
    12$250,000,000 Rest of plant
    13

    14$1,505,707,763 Plant Cost


 
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