Commercializing Fuel Cell Applications

Transcription

1 Oct 17, 2013 Commercializing Fuel Cell Applications Larry Stapleton: Vice President, Sales 2012 BALLARD POWER SYSTEMS, INC. ALL RIGHTS RESERVED.

2 Who We Are Ballard Power Systems, Inc. is a recognized global leader in clean energy PEM fuel cells Design, manufacturing, distribution, support Multi-market focus 350+ employees worldwide Headquarters in Burnaby, BC, Canada Operations: Canada, Denmark, U.S.A. (University of Maryland; Bend, OR), Mexico Burnaby HQ facility Maryland Bend, OR Tijuana Hobro USA USA Mexico Denmark 2

3 Unrivalled Intellectual Property Portfolio Over 200 patents/applications owned, and license rights to >700 patents/applications owned by Daimler & Ford MEA designs Plate designs Catalyst Coated Membranes Gas Diffusion Layer materials Manufacturing processes Intellectual property ( IP ) portfolio also includes know-how and trade secrets, developed with over 25 years of research and product development Fundamental knowledge in key areas of stack operation, system integration and fuel processing Smarter Solutions for a Clean Energy Future 3

4 Ballard Fuel Cells in the Field >2500 installed telecom systems >4,000 forklift trucks operating ~50 fuel cell buses operating >300 fuel cell cars operating Ballard is experienced in developing technology to customer requirements, success mainly driven by development approach learned from Ford and Daimler Smarter Solutions for a Clean Energy Future 4

5 Fuel Cell Product Portfolio Fuel Cell Stacks 500W-2kW Up to 8k hrs 2kW-8kW Up to 30k hrs 4kW-20kW Up to 12k hrs 100kW >5k hrs Fuel Cell Modules 75kW-150kW Up to 20k hours Complete Fuel Cell Systems 2kW & 5kW Direct hydrogen Indoor (rackmountable) & outdoor use 2.5kW & 5kW Methanol fuelled Outdoor use Multi-MW power Ballard product portfolio includes industry-leading fuel cell stacks, fuel cell modules and complete fuel cell system solutions Smarter Solutions for a Clean Energy Future 5

6 Fuel Cell Engineering Services Ballard s engineering services provide a high-value means to accelerate customers fuel cell development efforts Ballard s team provides tools and technologies for development, optimization, integration and validation of fuel cell components, stacks and systems Facilitates development of new business opportunities through access to new applications Leverages a high level of competency across a range of specialized activities, including Applications engineering Reference systems Product development Fuel cell testing services Simulation and modeling Failure analysis Infrastructure improvement Ballard test facilities in Burnaby, BC

7 Ballard Bus Program Evolution PHASE 1 - Proof of Concept Vancouver, Canada PHASE 2 - Commercial Prototype Vancouver, Canada PHASE 3 - Fleet Demonstration Alpha Sites Vancouver, Canada & 3 Chicago, USA PHASE 4 - Fuel Cell Engines Beta Sites Palm Desert, USA PHASE 5 - Serial Production Continents, CUTE (30), Perth (3), California (3), Beijing (3) PHASE 6 Hybridization of Fuel Cells Current 40+ Canada\Europe\USA\Brazil Smarter Solutions for a Clean Energy Future 7

8 Why Fuel Cell Buses? Completely eliminates tailpipe emissions SORT 1 / 2 Testing of Van Hool 13 M, 3 Axle fuel cell bus Nox, Sox, PM Noise reduction and comfortable ride Flexibility of operation Freedom from overhead or underground charging system Improved fuel efficiency x improvement over conventional diesel buses on an energy equivalent basis Reduced Greenhouse Gas Emissions Demonstrated on a well to wheel basis 1 NOx (kg) CO2 (T) CO (kg) Energy saved (MJ 000) Per Bus Yearly and Lifetime Savings Source: Test report witnessed by TUV for Van Hool fuel cell bus on SORT 1 & 2 drive cycles, dated June 24, 2013 Smarter Solutions for a Clean Energy Future 8

9 FCvelocity -HD6 Unique features Power density: 400 kgs, delivering 150 kw gross power Leveraging state of the art automotive stack technology (economies of scale) Module lifetime 10+ years Offered with a 12,000 hr or 5 year fuel cell stack warranty Available in 150 or 75 kw configurations to appropriately match bus type and application Air compressor supplied separately Smarter Solutions for a Clean Energy Future 9

10 Fuel Cell Bus Integration Steered second axle Electric drive motor group Air compressor for bus Ballard HD6 fuel cell Air Filter for fuel cell Process air compressor Invertor group Brake resistors 24 V Inverter Air conditioning unit Compressor for airco unit Hydrogen storage group Energy storage battery pack Cooling unit for battery pack Cooling unit for fuel cell Smarter Solutions for a Clean Energy Future February 24,

11 Current Fuel Cell Bus Deployments ~50 Ballard powered buses operating worldwide Canada: 20 Europe: 22 United States: 4 China: 3 India: 1 Brazil: 1

12 Whistler, B.C. - Largest FC Hybrid Fleet in the World Logged more than 4.0 million kilometers in public transit revenue service 180,000+ hours in revenue service Consumed more than 400,000 kilograms H2 dispensed More than 17,000 safe refueling events Smarter Solutions for a Clean Energy Future 12

13 FCvelocity-HD7 concept The Next Generation Latest generation fuel cell stacks Reduced parts count Higher FC stack durability Lower price than HD6 Air compressor and coolant pump included in scope of supply Lower Parasitic loads Scalable from 50 to 200 kw Available H1 / 2014 Smarter Solutions for a Clean Energy Future 13

14 Telecom Backup Power Market Overview NASDAQ:BLDP TSX:BLD Target environment Cell sites susceptible to severe weather, natural disasters or poor electric grid reliability Customer value Reliable, clean, short & extended run backup power solution with low lifecycle cost & low operating costs Industry trends favor fuel cell systems Frequency of grid outages Increased network reliability requirements Regulations to reduce diesel genset usage Rising diesel costs Focus on reducing site power requirements Government initiatives / corporate sustainability programs Emergency backup power requirements calling for longer durations October 21,

15 Telecom Backup Power Market Drivers NASDAQ:BLDP TSX:BLD Unreliable Electricity Grids Regular even daily outages Includes geographies such as Asia, Africa, Latin America Grid outages can interrupt wireless telecom service batteries & diesel generators not always able to provide necessary run time Fuel cell systems are reliable; deliver extended duration run time Crisis Situations Concern over potential grid outages lasting for extended periods Includes geographies which experience extreme weather, floods, earthquakes, potential security breaches Benefits of ElectraGen TM are being demonstrated in the Caribbean and in Japan with NSN October 21,

16 Backup Power Value Proposition NASDAQ:BLDP TSX:BLD High Reliability Commercially proven Industry leading technology Autonomous Solution Extended duration runtime Remote monitoring Flexible fueling Reduced Operating Costs Minimal maintenance Longer lifecycle less frequent replacement Not subject to pilferage issues Up to 20% more efficient than alternatives Environmentally Friendly Methanol-fuelled 20-50% reduction in CO 2 > 95% reduction in CO, NOx and SOx Zero particulate matter Direct hydrogen Zero-emission Flexible Siting Light weight, small footprint Quiet - no vibrations Low emissions October 21,

17 Backup Power System Highlights ElectraGen TM H2 ElectraGen TM ME Smarter Solutions for a Clean Energy Future 17

18 Ballard Telecom Backup Power 2,500+ Systems Shipped Globally Europe Over 350 installed North America Over 150 installed Asia & Australia Over 1,500 shipped Latin America & Caribbean Over 300 installed Southern Africa Over 350 installed Countries where Ballard s fuel cell Smarter systems Solutions have been for installed a Clean Energy Future

19 Case Study Emergency Backup for Denmark NASDAQ:BLDP TSX:BLD Customer: Motorola Location: Denmark Industry: Telecommunications Challenge: Provide backup power to Denmark SINE/TETRA safety network Maintenance & full logistics chain for hydrogen supply for days of emergency backup power Solution: 1.7kW fuel cell system and hydrogen integrated in outdoor cabinets with radio equipment deployed at sites Load (average): 48Vdc Product: Air-cooled hydrogen fuel cell system Fuel: Hydrogen gas Advantages: Site autonomy Cost competitive with diesel genset Improved site availability Zero emission, low noise October 21,

20 Case Study: Danish Network NASDAQ:BLDP TSX:BLD <= Backup power for fiber optic grid (5kW) Backup for TETRA phone grid (1,7kW) Backup power for BTS (1.7kW) => October 21,

21 Case Study: Danish Network NASDAQ:BLDP TSX:BLD Systems in operation since 2009 Measured reliability metrics: MTBF: 15 years Availability: 99.9% Reliability: 99.5% Ballard fuel cell deployments across Denmark Diesel Genset (C8D5) reliability =97.5% Fails 1 in 40 starts October 21,

22 ElectraGen -ME System Product Configurations Next Generation Reformer-Based Backup Power Fuel Cell System 2.5 kw or 5 kw 24 Vdc or - 48 Vdc Standard (-5C to 46C) or Cold (-40C to 46C) Fuel: HydroPlus (Methanol-Water liquid fuel) CE and ANSI/CSA FC-1 certified Run Time Load 40 hours 5 kw 100 hours 2 kw 140 hours 1 kw Key Features Integrated fuel cell (PEM) + reformer system 225 liter tank (up to 40 hrs 5kW) Weight < 300 kg (dry) 2 x 2.5 kw stack design (alternate usage, redundancy) 4,000 hours life time Customer user interface keypad with LCD display for set-up and diagnostics (no PC required) Dry contacts (8) + SNMP interface Smarter Solutions for a Clean Energy Future 22

23 HydroPlus TM NASDAQ:BLDP TSX:BLD Composition 62% methanol & 38% de-ionized water Methanol is a common liquid Global production in billion liters Methanol applications Windshield washer fluid (up to 50% methanol) Fuel additive Over 3.5 billion liters in China 2007 Solvent Manufacture of plastics and building products Benefits of methanol based fuel Easily transported liquid fuel Water miscible, biodegradable and sulfur-free Extremely low freezing point < -60 C May be stored for years without degradation Renewable sources of methanol Produced by crude glycerol in mass production Waste CO 2, wood waste, and others are in Custom Mobile Refueling System 23

24 NSN ElectraGen ME Video NASDAQ:BLDP TSX:BLD NSN produced video on You Tube ~ 5 minutes duration 24

25 ElectraGen ME system Liquid Fuel Total cost comparison methanol fuel cell solution vs. battery & diesel generator solution Economic benefits Substantial positive payback driven by reduced maintenance schedule & avoiding battery replacement costs Savings grow linearly with the number of sites in a network Payback period ~3 years IRR = 40% Smarter Solutions for a Clean Energy Future 25

26 Backup Power Webinar Series NASDAQ:BLDP TSX:BLD Webinar audio and slide presentation material available from our homepage at Webinar addresses the role of fuel cells in delivering Telecom Backup Power solutions and the proven reliability of ElectraGen TM systems located in the Bahamas, when Hurricane Sandy hit! Watch for a new webinar in Q1 2014, with a focus on the European telecom backup power market 26

27 Fuel Cell Bus Commercialization Putting fuel cells to work 27