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Page | 002 Challenging hydrogen economy • Low-carbon hydrogen fuel costs are trending lower, but are expected to remain 2–10X more expensive than natural gas at least through the end of the decade. • Carbon taxes or other incentives may improve the economics of hydrogen compared to fossil fuels, but we anticipate that hydrogen will be used in longhaul transportation, maritime shipping, and industry before it is broadly adopted in the power sector. Delivering value for its customers • Power plant operators are increasingly exploring the option to use hydrogen as a fuel and requesting OEMs to identify their specific capability. • GE Vernova has more experience burning hydrogen than any other OEM. This experience goes back to the mid-1990s and includes more than 100 gas turbines that have accumulated more than 8 million** hours of operation. This experience enables us to understand the unique challenges of using hydrogen as a gas turbine fuel. GE Vernova’s gas turbine hydrogen capability • Each gas turbine model has specific capability for burning hydrogen, dictated primarily by the combustion system. Some are capable of burning 100% today. • Our most advanced gas turbines, the 7HAs and 9HAs, are capable of burning as much as a 50/50 hydrogen/natural gas blend when using the DLN2.6e combustor. • Work is underway to increase hydrogen burning capability across the portfolio, with a specific goal of achieving 100% capability for the HA turbines. • Existing gas power plants can be retrofitted to burn higher volumes of hydrogen than originally configured for. These upgrades can be scheduled with planned outages to minimize plant downtime, and for new units these capabilities can be part of the initial plant configuration or phased in over time as hydrogen becomes available. AEROS B/E F HA 0% 20% 40% 80% 100% 60% Today: Premixed (DLE, DLN) Today: Diffusion (SAC, Single Nozzle, MNQC) Future Capability Recent demonstration and commercial projects that use or plan to use hydrogen Debary Hydrogen Project (USA) Duke Energy intends to operate their recently upgraded 7E gas turbine on up 100% hydrogen by volume starting in 2025. NYPA Brentwood (USA) New York Power Authority demonstrated blending hydrogen and natural gas in an existing LM6000 gas turbine in 2022. Tallawarra B (Australia) EnergyAustralia intends to begin blending hydrogen in their new 9F.05 gas turbine starting in 2025. This will be the first 9F gas turbine to operate on blends of hydrogen and natural gas. Guangdong Huizhou (China) Guangdong Energy Group began operating their new 9HA.01 gas turbines on a 10% blend of hydrogen and natural gas starting in 2023. ** GE Vernova H2 statistics as of September 2021: inclusive of both heavy-duty and aeroderivative gas turbines. |