Swedish Innovation Paves the Way for Re-Industrializing Hydrogen Based Supply Chains
In an era where raw material supply security is an increasingly urgent issue the industrial hydrogen supply chain stands out as one of the most difficult to solve due to lack of industrially realistic alternatives to natural gas. In this context, HeatH Technologies aims to become a key enabler with its groundbreaking technology for hydrogen production based on reliable low cost heat sources.
HeatH collaborates with well-known hydrogen infrastructure developer Snam as well as nuclear industry to develop globally competitive supply solutions for hydrogen intense industries in critical supply chains such as fertilizer, methanol and fuel. This partnership is important, with major players actively participating in the development of critical technologies to sustain competitiveness and independence of regions without access to abundant low cost natural gas.
— Our collaboration with Snam and the nuclear industry demonstrates a strong commitment to solving a strategi challenge. It's a clear indication that the hydrogen and nuclear industries is ready for fundamental change, says Henrik Wene, CEO and co-founder of HeatH.
Technological Innovation meets energy system reality
HeatH's production technology, takes basis in work by Ontario Tech University on the Copper Chlorine water splitting cycle and has the potential to drastically cut the dependency on natural gas in the hydrogen supply chain. With pilot testing ongoing and plans to establish a test facility in Italy in 2027, the company is strategically positioning itself to meet the growing demand for de-risking of hydrogen related dependencies.
Supply Security and Competitiveness Drivers for Transition
— We see great potential in integrating scalable, low cost and local heat production in the hydrogen supply chain. With an increasing de-industrialization of hydrogen intense sectors in natural gas tight regions we want to restore the balance of power from natural gas supply chain controllers to local producers of essential raw materials. The current options being put forward such as wind & solar based electrolysis do not have an acceptable cost structure vs natural gas and only creates new critical supply chain dependencies says Niklas Jakobsson, co-founder at HeatH Technologies.
For hydrogen consuming industries, hydrogen supply is not just a matter of a cost structure, which must enable produces to stay globally competitive, but also a matter of reliability and scale of supply. An unfortunate example of this is the European fertilizer industry which is in structural decline with more than 20% of ammonia production capacity idle while 30% of the demand has to be met by imports, predominantly from the Middle East..
Market Potential and Future Outlook
With hydrogen demand at 100 million tonnes per year and global supply chains coming under increasing pressure the market for HeatH’s technology is enormous.
HeatH's project, in collaboration with Snam and the nuclear industry, represents not only a technological innovation but also a potential catalyst for re-industrializing critical sectors in regions without access to large quantities of low cost hydrocarbons. As supply chains are increasingly weaponized and awareness of the consequences grow regions that can secure their supply chains locally will have a significant competitive advantage. For investors and industry players, it is becoming increasingly important to follow developments in hydrogen dependent supply chains, as these areas may reshape the entire value chain of downstream industries in the coming years.