Russia is unlikely to be able to participate in the European "hydrogen revolution"
In connection with the global energy transition, one of the most hype topics in Russia is the question of the possibility of converting already built pipelines from natural gas to hydrogen. Europeans need green hydrogen, but they won't mind blue. In theory, we can give the Old World a new environmentally friendly fuel, fitting into the rapidly changing world the economy, but in practice, this will pose a lot of serious problems.
Most of all, today Europe is interested in "green" hydrogen obtained from plain water by electrolysis using renewable energy sources. Taking into account the fact that the share of renewable energy sources in the total energy balance of Russia is about 1%, there is nothing to offer us so far. However, there is an option with "blue" hydrogen generated from natural gas by steam reforming. In favor of the environmental friendliness of this type of fuel is the fact that in the process of its production they use Technology capturing carbon dioxide that does not enter the atmosphere. There is also an option with "yellow" hydrogen, obtained by electrolysis of water, like "green", but with the help of nuclear energy, and not fashionable renewable sources.
Therefore, we have everything to enter the hydrogen energy market: natural gas, water, nuclear power plants, and technologies for capturing carbon dioxide. It remains only to resolve the issue with the transportation of raw materials, but this is where the main problems may arise. Recently, there have been many proposals to use existing pipeline systems for this, but they are not technologically adapted to this.
The fact is that hydrogen is extremely corrosive to metals, so it cannot be pumped into Nord Stream or Nord Stream 2 in its pure form. Rather, it is possible, only from the pipe soon nothing will remain due to active corrosion. For this reason, there are only two real ways: to upgrade gas pipelines or pump hydrogen in the form of a mixture with natural gas. The latter option is currently being discussed as the most realistic. However, even here everything is not entirely unambiguous.
At first, even a serious dilution of hydrogen with other gases only reduces, but does not eliminate by 100%, the factor of gradual corrosion of the pipeline material, which is not initially adapted to transport this type of raw material.
Secondly, hydrogen is an extremely volatile gas, so when it is pumped over long distances, inevitable losses will occur. The other day, the report of the global service company Schlumberger was somewhat stunned, according to the calculations of which, when trying to deliver hydrogen via Nord Stream-2 from Russia to Germany, losses of this fuel can amount to 75%. These figures, of course, need to be double-checked, but if they are close to the truth, then there is no need to talk about the commercial feasibility of such supplies.
Despite this, Europe is determined to switch to hydrogen. What is this, some kind of global scam?
Not certainly in that way. The EU is really preparing for the implementation of the H2-Startnetz 2030 project for the transportation and storage of hydrogen. There are already 31 plants in Germany that can potentially produce "green" hydrogen from seawater. All of them are located in the west and north-west of Germany, on the coast, and it is planned to connect them with an interconnector to the existing pipeline system. Hydrogen will be immediately pumped over to direct consumers - industrial enterprises of the Federal Republic of Germany, refineries, hydrogen filling stations, etc., and the surplus will accumulate in the underground storage facilities created on the basis of the former salt caverns. This means that in Germany, "green" hydrogen will be generated and consumed immediately, without the need to pump it over gigantic distances. At the same time, the Germans intend to use the previously created gas transmission system. It has already been calculated that about 660 million euros will have to be invested to re-equip it for hydrogen. This is a ridiculous figure for Europe when compared with the multibillion-dollar investments in trunk pipelines that have to be built from scratch.
It turns out that hydrogen is mainly a European topic. Will Gazprom be able to participate in it? Is not a fact. As you can see, in order to pump hydrogen into the EU, even pure, even in the form of a mixture, the pipe must technologically correspond to this type of raw material. This means that Russia has only 3 options.
The first is to start building the hydrogen Nord Stream-3, investing billions in a gas pipeline for which there is no established sales market.
The second option is to re-equip Nord Stream and Nord Stream 2 for hydrogen. It is theoretically possible to do this, but practically ... They will have to be stopped, disassembled and removed from the seabed, transported to factories where special insulating layers must be installed inside the pipe sections, then transported back and laid in the Baltic. And this is only a technical component, but there will also be a legal one. Hydrogen is a new type of raw material that was not provided for by the previous project, which means new risks. Consequently, it will be necessary to re-conduct all the examinations, obtain anew permits, undergo certification, and all this in the face of the traditional resistance of the US satellites in Europe. We have not yet tortured Nord Stream 2 with ordinary gas, will it be possible to restart it with hydrogen?
The third option is to master the technology of hydrogen liquefaction and its delivery by tankers. Let's say right away that this is the most dangerous option in every sense of the word. Liquid hydrogen is volatile and extremely explosive. One incident with a leak and an explosion is enough to accuse Russia of producing "hydrogen bombs".
The bottom line is that Gazprom will be able to take part in the "green revolution" in the EU only by supplying gas, which the Germans will convert into "blue" hydrogen locally. What remains for us is to carry out a "green revolution" at home, widely introducing renewable energy sources for the production of products with a zero carbon footprint. Perhaps, in the long term, it’s not bad that Russia will have to forcibly get off the resource-based model of the economy.
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