<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>1                     OE OR ED. (EER)
  Sol 581
                 DEE)                                   EES          Goasunie nl];
                                                        nll: Vermeulen U.    (Ulco)|
iSent:
                  @provinciegroningen.nll:
                                 gasunie.nl];
               Mon 12/7/2020 2:07:43 PM
                                                                (10)(2e)
                                                                 (10)(2e)                   (10)(2e)     a
 Subject:      Fwd: North Sea          Energy Outlook & Guidehouse report
 Received:                    Mon 12/7/2020 2:07:52 PM
Hierbij    nog    nuttige    set take        away’s  van  Shell mbt TK-stukken         WOZ &  waterstof,
 Groet,
Verstuurd vanaf mijn iPad
Begin doorgestuurd bericht:
           Van:       JSVICOM
                                    (shell. com
 Datum:                                         15:03:39 CET
             7 pli Ss                       om
           (10)(2¢)
        ll                         (10)(2e)
Aan:                  10)2e)
                             [iY                    OIC        (Vgasunie.nl>
 om    Wwe om North Sea Energy                           Outlook & Guidehouse          report
Hi  all,
Last   Friday the MEAC ministry send out the North Sea Energy Outlook to Parliament. You may have already seen it
           on Energeia: https://energeia.nl/energeia-artikel/40090751/kabinetsblik-op-toekomstige-ontwikkeling-
           offshore-wind-laat-veel-te-
           bespreken<https://eur02safelinks.protection.outlook.com/?url=https%3A%2F%?2Fenergeia.nl%2Fenergeia-
           artikel%2F40090751%2Fkabinetsblik-op-toekomstige-ontwikkeling-offshore-wind-laat-veel-te-
           bespreken&data=04%7C01%7CH.W.Abbing%40gasunie.nl%7Ccd7c2d17b71d488067d208d89ab8ae4a%7C
           0dba6fac697148f39af1d8a86d20e1ed%7C0%7C1%7C637429466049251071%7CUnknown% 7CTWFpbGZs
           b3d8eyJWIjoiMC4wLjJAwMDAiLCJQIjo1V2IuMzIiL CIB Til61k ThaWwiL.CIXVCI6Mn0%3D%7C1000&sd
           ata=3KpSHIlhrDw{2gvbpkinz7U1h8zZWBVPwZ(CnY sfG9q2QQ%3D&reserved=0=
 The North Sea Energy Outlook 1s a research conducted by DNV GL. It looks at the technical and economic
           possibilities for energy production and transport on the North Sea between 2030-2050. The research has a
           wider scope then OSW alone (think CO2-storage, innovative technologies and system integration). Attached
           the full report.
 The minister also attached the Guidehouse report looking into the combination OSW & H2.
Please note that NortH2 1s specifically mentioned in the letter to Parliament as an example of                    a
                                                                                                                    project combining
           OSW & H2          (and seeing         benefits in  this).
  *
     DNVGL states that if the Netherlands wants to be self-sufficient                      we  need 72 GW OSW. The report presents a
           high urgency to think about the realization of this but also about the integration. \
  *
     The Cabinet will focus on 20-40GW extra on the North Sea first. 27GW to start with as it 1s the mimmmum that 1s
           needed to realize the minimum scenario to                    provide NL   with enough energy (and import the rest). The
           allocation of this 27GW needs to                 happen asap and secure economies of scale and match future energy-hubs.
  *
     Question 1s,      how     do    we      get there? Most   important 1s the (long term, stable) business case for OSW. This means
           that more focus should be on demand development (and that 1s needs to increase timely). (Please note that
           AFRY, 2019, had the                 same  conclusion).
  *
     Also    a  new,   adaptive roll-out for OSW is needed. Integrating OSW in the energy system. The development needs
           to  start today and needs to be adaptable to changes we don’t oversee yet. A concrete roll-out 1s not mcluded
                                                                                                                                      79g
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<pre>139615815           letter.
Short term incentives for the business         case
 *
        The minister mentions the lifetime extension in this letter     as one   of the factors contributing  to a better business
            case.  However it could be that this 1s not    enough. Introducing a back-stop instrument will erode the
            previously    awarded/build   subsidy   free windparks so the minister 1s not too keen.
 *
        The minister will analyse 1f the SDE++ can serve as a back-stop.
 *
        The minister therefore doesn’t eliminate the possibility of re-introducing subsidies, however only sees this as an
            option when subsidy-free doesn’t work. The minister did state that subsidy free 1s the starting point/base case.
 *
        (C1fD’s or other forms of bottom-prices are not discussed.
PPA’s
 *
        The minister stressed the    importance   of PPA’s. He thinks the    development of the PPA market can be        stimulated
            more   and he will look into this.
Electrolysis      and green H2
 *
       NortH2 1s specifically mentioned in this letter       as an
                                                                   example  of a
                                                                                  party that sees benefits in combining    OSW and
            H2.
 *
        Gudehouse research       (diving into combination OSW and H2) is also attached to this letter. Conclusion: OSW and
            onshore   electrolysis 1s possible before 2030. And it could strengthen the business case. The production of H2
            would need financial support as the costs are very high on the short term. (This 1s quite unique as the market
            was
                 pushing for no combination before 2030!)
 *
        Onshore electrolysis combined with OSW 1s possible for 2030. However, electrolysis offshore only after 2030.
            Offshore electrolysis could be a solution as there 1s no grid connection needed. The minister will look nto
            this via ‘Verkenning Aanlanding Windenergie’ (VAWOZ), to develop a vision post 2030 (and analyse how
            we can best use
                               landing points). The importance of pilots 1s also stressed here.
Extra OSW before 2030
 *
        The current route card 1s insufficient to meet the NL and EU climate         goals (and 49TWh 1n 2030).      At least
            700MW extra 1s needed.
 *
         When/where     a new
                               park will be launched will be decided in tune with Noordzeeoverleg         (a.o.). But will not
            happen during    this Cabinet anymore.
Wind meets        industry / P2I (=Power to Industry)
 *
        P21 will look into the routecard for electrification
Kind      regards,
 (103 2e
<Kamerbrief        over   toekomstbestendige ontwikkeling offshore wind.pdf>
<Noordzee        Energie Outlook.pdf>
<bijlage-2-rapport-gecombineerde-teners-windenergie-op-zee-waterstofproductie. pdf>
   This communication 1s intended         only  for  use by the addressee. It may contain confidential    or privileged information. If
  you receive this communication unintentionally, please let us know by replying immediately. N.V. Nederlandse Gasunie
   does not guarantee that the information sent with this E-mail 1s correct and does not accept any liability for damages
  related thereto.
                                                                                                                                      0797
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