THINKRE

Kerun new material "nugget" PEM electrolysis water hydrogen market

Date:

2024-04-02 18:22

 

The mining of China's green hydrogen market has attracted much attention at present, and PEM water electrolysis hydrogen production, as one of the most promising green hydrogen production technology routes, is attracting domestic enterprises to accelerate the layout.

 

In the upstream hydrogen production material enterprises, Suzhou Kerun New Materials Co., LTD. (hereinafter referred to as "Kerun New Materials") has won the favor of many customers with its leading membrane technology and products.

 

Data show that Kerun New Materials is located in Wujiang District, Suzhou City, with more than ten years of experience in the research and development and manufacturing of perfluorinated ion membranes, and is one of the earliest enterprises to realize the industrialization of perfluorinated ion membranes and proton exchange membranes in China.

 

TrendBank's "China's Water Electrolysis Hydrogen Production Market Research Report (2021)" shows that imported proton membranes are mainly used in the current PEM electrolytic cells shipped in China, but the supply of imported proton membranes is unstable, the delivery cycle is long, the price is high, and the quality between batches is different. To some extent, it has affected the popularization and application of PEM hydroelectrolysis in China.

 

At the same time, the continuous force of Kerun domestic proton membrane has a place in the country. Cao Pengfei, minister of new material innovation development of Kerun, said to potential Yineng chain that compared with imported films, its products have obvious cost advantages, can meet customer needs in quality, and product stability has been recognized by customers.

 

NEPEM-11 series membrane

(Photo source: Collun New Materials)

As an early enterprise in the domestic proton exchange membrane, Kerun new materials technology route is more mature, the technical level has gradually been in line with international standards, is one of the powerful promoters of domestic proton exchange membrane.

 

Potential Silver energy chain learned from Kerun New materials that in the preparation of proton exchange membrane process, Kerun new materials uses a two-sided radiant steel strip casting process with independent intellectual property rights, which has advantages compared with the melt extrusion method commonly used to prepare perfluorosulfonic acid proton exchange membrane.

The equipment cost of extrusion method is high, and bubbles are easily generated in the membrane during the preparation process, so the proton exchange membrane has the disadvantages of high cost and anisotropy. The product prepared by the casting method has better isotropy, and can be adjusted for the performance requirements of a certain aspect, and has the advantages of better product performance and thinner film.

 

Cao Pengfei said that at present, there are more enterprises in the field of hydrogen health in PEM electrolytic water hydrogen production, of which more focus on the production of small electrolytic cells and hydrogen health equipment; In contrast, there are still fewer domestic manufacturers in the field of industrial hydrogen production.

 

Kerun New Materials focuses on the research and development and industrialization of proton exchange membranes, and has long laid out two major markets of hydrogen health and industrial hydrogen production in the field of electrolytic water hydrogen production.

 

At present, Kerun new materials products can be divided into four categories according to the application direction: perfluorinated ion membrane for flow batteries, composite proton exchange membrane for fuel cells, proton exchange membrane for PEM electrolytic water, and ion exchange membrane for other subdivided industries.

 

Among them, Kerun New Materials launched the NEPEM-W series membranes 115W, 116W and 117W membranes applied in the field of hydrogen health in 2019; In terms of industrial hydrogen production, the mature products of Kerun New materials mainly include NEPEM-115 and 117 series films, which have electrochemical performance and durability at the same level compared with commercial imported films of the same specifications.

 

NEPEM-W series membrane

(Photo source: Collun New Materials)

Cao Pengfei revealed that the company is developing new products in the field of industrial hydrogen production, which are still in durability testing and are expected to be officially released in the second half of this year or the first half of next year. The new product adopts a new process, formula and new composite structure to achieve thickness reduction while ensuring the high voltage resistance, long life and durability of the film, which can take into account the advantages of high current density, high energy efficiency and low cost.

 

At the same time, in terms of production capacity, the company's existing overall production capacity is 300,000 square meters, of which flow batteries and electrolytic water hydrogen production share 200,000 square meters, and fuel cells are 100,000 square meters.

 

In addition, Kerun new materials Huaian factory planning for 5 million square meters/year, the current phase 1 million square meters/annual production line construction has been completed, into the equipment commissioning stage, is expected to be in May, June this year, the first phase of the new production line can be put into use. Kerun New Materials is also planning to build a new production line in Suzhou this year.

 

Although the current green hydrogen industry is thriving, it still faces some shackles in development.

 

In terms of standards, Cao Pengfei believes: "Relative to the fuel cell industry, green hydrogen standards are currently lacking. The national standard for fuel cells was released in 2009, but there is currently no standard for proton exchange membranes for water electrolysis, and there is no relevant standard for other core materials (catalysts, membrane electrodes, bipolar plates, etc.). At present, Kerun New Materials hopes to participate in and promote the development of relevant domestic standards."

 

In terms of cost, compared with alkaline water hydrogen production, the development of PEM electrolytic water hydrogen production is greatly affected by the cost reduction of core materials (membranes, catalysts, bipolar plates).

 

Cao Pengfei said: "The road to cost reduction in the future of the green hydrogen industry still needs the joint efforts of the middle and bottom of the industrial chain, and it is not a single link." If the cost of PEM can be reduced to between 1.5 times and 2 times that of ALK, then PEM water electrolysis for hydrogen production will be more competitive."

 

 

 

 

It is worth mentioning that TrendBank will jointly hold the "2022 Potential Silver Green Hydrogen Industry Conference" with Shuimu Xingchuang (Beijing) Science and Technology Development Co., LTD., which will be held in Beijing Daxing International Hydrogen Energy Demonstration Zone from June 21 to June 22, 2022.

(Scan code for pre-name)

 

The conference will set up two parallel sub-forums, "market and supply chain" and "academic and research and development", and have topics such as green hydrogen application, production, water electrolysis equipment, and will invite leaders and experts from government departments, industrial groups, upstream and downstream enterprises, academic institutions, financial investment units to discuss green hydrogen development strategy and industrial layout, in order to accelerate the development pace of hydrogen industry!