Renewable and low-carbon hydrogen, along with its derivatives, represent a key decarbonisation driver, enabling significant reductions in emissions from our own operations and facilitating the production of zero-emission fuels.
We are investing In various feedstock sourcing options and conversion technologies, including the production of renewable and low-carbon hydrogen, aiming to achieve optimal decarbonisation outcomes while minimising regulatory compliance costs. At the same time, we are reviewing maritime import options for hydrogen and its derivatives, as well as assessing the feasibility of pipeline imports through the European Hydrogen Backbone (EHB).
Own production
We are currently expanding our portfolio of electrolysis projects with a total capacity of approximately 0.9 GW of which ~0.7 GW is planned in Poland.
Maritime import
We plan to meet part of our demand through the import of hydrogen or its derivatives via maritime routes once they become cost-effective and import infrastructure is available.
Pipeline import
We also plan to explore the import options for hydrogen via pipelines – we are monitoring the development of the European hydrogen backbone.
ORLEN's demand for low-emission and renewable hydrogen in 2035
Hydrogen market in Poland and the Baltics. Until 2040
Renewable and low-emission hydrogen is a gateway for decarbonisation and the achievement of net zero for hard to abate industries, including: refining, chemicals, steel and heavy transport.
Dynamic growth in the demand for RFNBO hydrogen (renewable fuels of non biological origins) in the 2030 and 2035 horizon will be primarly led by chemicals and fertilizers industries, as well as transport due to ambitious targets set by Renewable Energy Directive (RED III).
ORLEN S.A. together with S&P Global created a report focusing on the potential of RES (renewable energy sources) and the role of the Baltic Sea in renewable hydrogen production in Poland, Lithuania, Latvia and Estonia, since those states are considerable consumers of fossil-based hydrogen.
Hydrogen market in Poland and the Baltics until 2040 presents estimates for the uptake of hydrogen in different sectors of the economy and delves into the challenges connected to the achievement of RED III targets. The report also analyses the possible sources for the import of RFNBO hydrogen and the benefits arising from the development of hydrogen ecosystem for Poland and the Baltic States.
