<b>Bijsluiter</b>. De hyperlink naar het originele document werkt niet meer. Daarom laat Woogle de tekst zien die in dat document stond. Deze tekst kan vreemde foutieve woorden of zinnen bevatten en de opmaak kan verdwenen of veranderd zijn. Dit komt door het zwartlakken van vertrouwelijke informatie of doordat de tekst niet digitaal beschikbaar was en dus ingescand en vervolgens via OCR weer ingelezen is. Voor het originele document, neem contact op met de Woo-contactpersoon van het bestuursorgaan.<br><br>====================================================================== Pagina 1 ======================================================================

<pre>13972101
         Draft for discussion
             ¢
                  Project
                      o   Project timeline     is driven  by  IPCEI submission
                      o   Workstreams
                               =
                                   Regulatory (GR)
                               =
                                   Stakeholder      Engagement/ Communication
                                        e
                                               preparing public    announcement
                                        eo    Stakeholder engagement           plan
                               =
                                   Commercial       (partnering, structuring)
                               =
                                   H2 Market       development
                                        eo     Interaction with NL-D H2 collaboration        study work
                               =
                                   Technical/Economics (Business case)
             e    |PCEI
                      o   Timeline
                               =
                                   Yearly rounds
                               =
                                   Proposal     due  April  2020
                               =
                                   |PCEI status Valid for 10 years
                               =
                                   DG Grow       / Comp   not  aligned   on   project timeline
                                        e     Grow    =
                                                        fast; Comp    =
                                                                          multiple years  before IPCEI status     can be
                                              granted
                                        e     A consultant is    being asked     to prepare  a timeline
                      o   MinEZK   (+  German      equivalent) have the      lead
                               =
                                   TBA: process detail       (Action ...)
                      o   Key  Criteria
                               =
                                   First industrial    development
                               =
                                   Fundamentally different
                               =
                                   100% funding gap can be subsidized
                               =
                                   State aid / subsidy addition exemptions possible
                               =
                                   Pathway to EU co-financing
                      o   Question: Can multiple similar projects obtain IPCEI| status           in the     same year?
                      o   Proposal should make clear
                               =
                                   What companies are willing to commit
                               =
                                   What is required from governments to              make this  happen
                                        e
                                               Required Regulation (market growth, wind plots, transport, award)
                               =
                                   Unique sellingpoints
                               =
                                   Funding gap
                      o   NL gvmt climate vision should be aligned with project narrative
                               =
                                   Draft policy by end 2019
                               =
                                   |nfluencing opt
                               =
                                   NL-D H2 cooperation
                      o   Competition drive IPCEI status for a WftN type project can only be granted once.
                                                  —
                          Our expectation is that to be successful, we need to obtain IPCEl status in 2020.
             e    Wind
                      o   OFW e-costs      are  expected   to fall to € 30   —
                                                                                50/ MWh by     2040  (IEA)
                               =
                                   Excl connection to shore        (10  -
                                                                           20 £/MWh)
                          OFW e-costs      nu  in de orde   van
                      o   Theres 11.5 GW         planned   in the NL OSW route map        (NL)
                               =
                                   No account for H2        production
                                        e     ~10 GW wind       required for 1.0 Mt H2 production (IEA)
                               =
                                   0.7 GW OFW        north of Groningen planned until 2030
                               =? Wet Wind op Zee
                      o   Blix study  indicates
                                                   ~10-15 GW potential north of Groningen               Che
                                                                                                                    (10)(2e)
                                                                                                                             2684
</pre>

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<pre>13972101
         Draft for discussion
                               =
                                      Multiple x-border          OFW    projects identified
                                              e    Joint declaration     on  energy transition        (NL-D)
                                              e     NL-D will work with EC to eliminate             development    barriers
                      o   Load factor wind ~50%
                      o   Key decision            electricity for  H2
                                               —
                               =
                                      Allto H2
                               =
                                      Langste bedrijfstijd        naar   H2
                               =
                                      Peak load to H2
             e¢   H2 conversion
                      o   Efficiency       flied: no     significant further improvements anticipated             (Check (10)(2e)
                      Oo  CAPEX      —
                                        room      for improvement due to          scale-up      and technical  developments
                      ©   Today e-costs determine 75% of                 H2 costs
                      ©   SRMC H2:         [iiifke @50/MWhe (NB: OPEX H2 conversion only)
                      OO  Grey     H2 market        price  ~1.3  €/kg
                      ©   Grijze waterstof          =>  CO2   prijs werkt door:       CO2    prijs +
                                                                                                     [RE  /ton =>  H2  prijs +
                                                                                                                               102
                          (Check)
                      o   Blauwe waterstof kost
                                                            TBA
                      o   Onshore       [/  offshore
             ¢
                 Transportq
                      o   Missing:     Gasunie       pack
                      o   Existing     network has        enormous      capacity    :  10  —
                                                                                              15 GW per branch
                               =
                                      TBA:
                                                 minimum throughput
                      o   Branch to Germany could become available per
                                                                                               [2026 TBC]
                      O   Investments           required   to convert
                                                                         (specify)
                      o   Cost levels transport           + storage   :       (10)(1c)
                                                                                               (Check)
                               =
                                       Assumed utilization: 7000 hr            (feedstock) +       4000 hr  (heat)
                      ©   2 branches         can   be made available in      NL by [2023]
                               =
                                      Eastern branch          —
                                                                Chemelot/ D
                               =
                                      Western branch           —
                                                                 Botlek/ |jmuiden         —
                                                                                             Zeeland
                      o   Initially,   no    /  limited booster     compression
                                                                                       —
                                                                                         delivery @10     bar
             e
                  Storage
                      o   4 salt   cavern       opportunities identified      in N-NL
                               =
                                      1 under construction
                               =
                                      1    planned
                               =
                                      2 identified
                               =
                                      300 GWh         / cavern
                      o   Post 2035         more    salt oppt
                      o   Line    pack (hourly flex)
             eo  Value Chain    -
                                   flex
                      o   Industrial customers            typically require    baseload       (7000 hr for feedstock; 4000 hrs
                          industrial       heating - Gasunie)
                      o   Flex allocation is         key to an optimal economical and reliable development. Principle
                          allocation options           (can be mixed)
                               =
                                      |mport electricity from the grid (maximises electrolyser usage)
                               =
                                      H2 storage
                               =
                                      Line     pack
                               =
                                      Low Carbon H2
                               m=
                                      Spike      H2 in gas   grid
             oe   Market
                      o   NL markt 0.8           Mtpa (current)
                               =
                                      H2 market         potential  —
                                                                     DNV report        (in progress)
                                                                                                                                   2685
</pre>

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<pre>13972101
         Draft for discussion
                              =
                                  H2 Market   growth
                                      eo   Steel  / Chemicals / transport
                                      e
                                           Requires mix of regulation / incentives
                          D markt 7?
                              =
                                  Report  in progress   (Gasunie)
                          Market segments
                              =
                                  Hard to abate segments
                                      e    Chemicals
                                               o     feedstock, large volume
                                               o     BASF  / Shell / Exxon  / Yara  / DSM
                                      eo   Steel
                                               o     business with   upside,
                                               o     economically vulnerable shrinking market
                                                                                 -
                                               o     Tata/TK
                                      ¢
                                           Transport
                                               o     Smaller volumes
                                               o     Market to be    developed
                                               o     OEM
                              =
                                  Power
                                      e    Net  balancing   —
                                                               requires incentives
                                      »
                      0   Market determines value chain       (development timeline, structure)
                      0   Green H2 cannot compete with grey H2 for         a  long time to come
                      0   Market  development requires      government intervention
                      ©   Regulatory, mix of:
                              =
                                  Pricing mechanisms
                              =
                                  Standards
                              =
                                  Subsidies
                              =
                                  |ncentives
                                                                                                2686
</pre>

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