LNG Industry Update Erik Neandross

Transcription

1 LNG Industry Update Erik Neandross September 14, 2016

2 TERMS OF USE The information contained in this presentation, including all narrative, photos, graphics, examples, and other data is proprietary and property of Gladstein, Neandross & Associates LLC, except as otherwise noted. This presentation has been specifically the below purpose. Replication, transfer, dissemination, and/or use of any of the information contained herein, without authorization and the express written consent of Gladstein, Neandross & Associates is prohibited. For authorization or more information please contact Erik Neandross at (310) or in writing at PURPOSE: AAPA Energy & Environment Seminar Sept. 14, 2016

3 GNA Overview North America s Leading Full Service Alternative Fuel Vehicle Consulting Firm Southern California & NYC Founded Dec Diverse Staff of Technical Team 2. Programs 3. Public Affairs 4. Events & Marketing

4 GNA: Heavy-Duty Commercial Transport

5 What We Do

6 Heavy-Duty NGV Deployment

7 GNA HHP NG Projects

8 GNA LNG Import / Export

9 GNA LNG Import / Export

10 GNA LNG Import / Export

11 Stakeholder Engagement & Communications

12 Engagement, Education & Training LNG 101 & Familiarity Safety Demonstrations LNG Safety & Handling Permitting Officials Fire Department First Responders Community Outreach All Project Personnel

13 It s the same natural gas we use in our homes Garage or space heating Pool heaters Barbecues Gas lights Fire pits Fireplaces Domestic heating Kitchen appliances Clothes dryer

14 Natural Gas Physical Properties -160 O C 0 O C +100 O C LNG Natural gas (vapor) Ice Water Steam

15 Natural Gas Physical Properties 3 Baseball 24 Beach ball

16 Natural Gas Physical Properties Upper Flammability Limit (UFL) 15% natural gas = where natural gas will STOP burning Too Lean Flammable Too Rich Lower Flammability Limit (LFL) 5% natural gas = where natural gas will START burning

17 Natural Gas Supply Chain Exploration + Development Processing Transport Liquefaction to LNG Transport Regassification Distribution + Transport Marketing + Sell Vapor LNG Vapor

18

19 LNG Ship Design

20 LNG Tanker Safety Record

21 Stakeholder Engagement & Communications

22 Proposed LNG Export Terminals

23 Proposed LNG Export Terminals

24 LNG Export Terminals: Current Status Long term permitting and approval process Competitive global market Slowed global demand for energy (especially in Asia) Very few approved Very few LNG export terminals will be constructed Long term, stable and low prices for North American natural gas customers

25 Small Scale Domestic LNG Production

26 Small Scale Domestic LNG Production

27 Growing HHP Market for LNG

28 Tremendous Growth of LNG Marine in N.A.

29 BC Ferries LNG Project

30 Carnival Cruise Lines LNG Commitment

31 Small Scale Domestic LNG Production

32 LNG for Freight Locomotives

33 LNG for Freight Locomotives

34 HHP Summit Oct ; Chicago

35

36 GNA Case Study: Cal Cartage 36

37 San Pedro Bay Ports Clean Truck Program

38 NOx & GHG from Drayage Trucks Source: Port of Los Angeles 2015 Air Emissions Inventory

39 U.S. Federal Ozone Standards Just Got Tighter!

40 HDDTs are the Key Source of NOx & Ozone

41 Ultra-Low NOx HD Trucks > 90% NOx Reduction

42 Cummins Westport Product Lineup Low-NOx Heavy-Duty NG Engines

43 HD 0.02g NOx Natural Gas Engines

44 Near Zero Emission Technology NEAR ZERO EMISSION 0.02 g/bhp-hrnox Same as a battery electric truck plugged into a brand new modern combined cycle natural gas power plant in Southern California (i.e. power plant equivalent ) ZERO EMISSION EQUIVALENT 0.07 g/bhp-hr NOx Same as a battery electric truck plugged into the California grid (~30% carbon free, very clean) What about other states with coal heavy power grids?

45 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% WV KY WY MO UT IN ND NM CO OH NE KS WI IA MT MN MI MD TN IL AR AZ PA OK NC GA TX AL SC VA FL LA HI MA SD DE MS AK NH NV CT NJ NY WA ME IC CA OR RI VT Percent Coal-Fire Generation by State Baseline Analysis Grid Cleanliness

46 Game Changing Opportunity

47 Sources of Low Carbon RNG Landfills Organic Waste Digestion Dairy Waste Waste Water Treatment Plants

48

49 RNG in the California LCFS 57% of 34M DGE = 19.4 M DGE as RNG Black line: total NG volume (millions of DGE) reported under CA s LCFS program Blue bars: percentage that was RNG Take-away: well over half (57%) was RNG in latest reporting (Q4, 2015)

50 Investment in Low Carbon RNG

51 Game Changer White Paper Released May 2016 Documents Zero Emission Opportunity Ultra Low NOx HD Engines Renewable Natural Gas Opportunity for: Air Quality Improvement and Federal Atttainment Economic Development Climate Change Mitigation

52 Here Are Some Choices For Cleaning The Air For the same level of investment, we can pick option A, B or C Which Choice Makes The Most Sense? A B C A B C A B C

53 What Would $500M Buy?

54

55 Tremendous Opportunity for Air Quality Natural Gas Trucks Offer the Most Immediate and Cost- Effective Opportunity to Eliminate Emissions From Port Drayage Trucks (and likely yard hostlers) in North America

56 THANK YOU! Erik Neandross Chief Executive Officer