DRIVING CLEAN ENERGY FORWARD

Transcription

1 DRIVING CLEAN ENERGY FORWARD Dec. 2016

2 Agenda Energy Transition and Hydrogen Solutions McPhy : company presentation and product range Strategy to «develop» the market and key reference 2

3 The ongoing energy transition Gas 21,1% Oil 3.7% Other 1.4% Nuclear 13,2% Electrical cars : 1 Mio. in 2015 (IEA) target: 20 Mio. in 2020 > 50 Mio. In 2030 (1/3 in FCEV, Cambridge Econometrics) Biomass 1.3% Coal 17,5% Solar 10,5% Capacity installed x 8,000 since 2000 Wind 15,6% Hydraulic 15,5% Capacity installed x 11 since 2000 Out of 908 GW installed in Europe at the end of GW of wind and solar power Renewable energy : 77% of new installations 2015 For 8 consecutive years renewables contributed over 55% of all additional power capacity in the EU 3

4 A new Paradigm in the Energy Market Mega Trends are there : integration of Renewable Electricity Reduction of CO2 and «Oxygen» plan for Cities (Clean Air) Hydrogen appears as a Key Enabler 4 4

5 One possible solution: hydrogen energy storage Balance and optimize the energy networks (both electrical and gas grids) High value product which can be used in several applications with different degrees of flexibility Win win equation 1 kg of H2 sold 10 (in Europe for transportation f.e.) 50 kwh needed to produce 1 kg H2 = 1 MWh of electricity valorized at 200 High flexibility Energy storage Mobility Industry 5

6 P R O D U C T S P R O D U C T I O N C O R P O R A T E McPhy History Born from innovation, Driven by ambition années de développement avec CNRS & CEA Création 5 pers. Levée de Fonds 1.6m Levée de Fonds 13.6m Début du Développement Commercial Levée de Fonds 10.1m Acquisition ILT Piel Acquisition ENERTRAG Hytec 15 pers. 40 pers. 70 pers. Entrée en Bourse 32.0m 80 pers. Premier projet Power to Gaz Jupiter 1000 Racines académiques et entrepreneuriales Systèmes Stockage Solide Electrolyseurs Alcalins PEM Systèmes (HRS, Injection, ) Produits PIEL et HYTEC l expertise repose sur une longue histoire industrielle Confidentiel McPhy Laboratoire 1kg H 2 1 st petits stockages commerciaux 5 kg H 2 Gamme de gros réservoirs SSS H kg H 2 Electrolyseurs Alcalins 1.0 Electrolyseurs Alcalins 2.0 Unités intégrées Electrolyseur + Stockage Electrolyseurs Alcalins 100 Nm3/hr Station de remplissage automobile 6

7 A complete range of hydrogen equipment 7

8 McLyzer: a wide range of electrolyzers Covering the full range of needs in terms of flow, pressure and purity on both H 2 & O2 Small & Medium size units 0,4 to 20 Nm3/h 1, 9 to 39 b Large Units Multi MW (400 Nm3/h) > 30 b 8

9 McStore, hydrogen storage solutions A unique Solid State Storage Technology A modular and on-site solution made of: Bundle of 12 cylinders With integrated heating/cooling circuit and thermal insulation Storage capacity: 90 Nm3 (8 kg/module) Allowing energy autonomy + energy valorization A clean, "ready-to-use and multi-application energy 9

10 McFilling, hydrogen refueling station Fast refueling infrastructure to achieve zero emission mobility McFilling: from 5 to 200+ kg of hydrogen / day At a dispensing pressure of 350 and/or 700 bar Fast refueling: 3 to 7 min. For all kinds of mobility: utility vehicles, forklifts, buses, passenger cars, SimpleFuel: the first «allin-one» solution, integrating on-site H 2 generation and dispensing solution 10

11 Mastering the whole value chain From engineering to integration and after sales services McPhy has developed all the skills to deliver turnkey projects: from design to project execution and commissioning McPhy provides after sales services, including remote monitoring, maintenance and training On a quick evolving market, McPhy maintains permanent innovation process to stay at the cutting edge of the industry 11

12 McPhy Energy at a glance A complete range of hydrogen equipment For production For storage For refueling Powerful R&D capacities Increasing competitiveness through strategic partnerships A top-tier technical and industrial base Key figures 5 sites: 14 years of R&D development 85 employees 3.9m in sales revenue for 2015* * Strong growth expected in 2016 A global commercial reach 12

13 A strong industrial infrastructure A state of the Art Industrial factory in Italy 13

14 A unique development, test, and prototyping platform Solid State Storage, HRS, full systems testing in France A Group organized for growth 14

15 Staying at the cutting edge of hydrogen technology Alkaline, the most mature electrolysis technology Continuous improvement: Footprint reduction and compactness, Yield increase & dynamic response Increase the size for large units further, driving cost roadmap towards 500 /kw Partnership with De Nora to develop next generation Deploying the PEM electrolysis technology in partnership with Giner Strengthening our disruptive technology: solid-state storage in partnership with GKN 15

16 Strategy Stay at the cutting edge of hydrogen technology Build key references in the new markets Focus on main geographies: Europe, USA, China Capitalize on our established presence on industrial market to capture the shift to onsite green hydrogen Build partnerships to leverage sales efforts and accelerate development 16

17 Perspectives Industry PowerToGas Mobility

18 Build key references in new markets: Industry New Share on the emerging On Site Market Finition métaux Industrie du verre Micro-électronique Centrales Electriques Alimentaire LED Photovoltaïque 18

19 Build key references in new markets: Industry Onsite hydrogen production for Engie Cofely / Linde Utility Services Platform of Minatech Guarantee the industrial performances of the platform and its energy autonomy While reducing drastically the environmental impact in the best safety conditions 3 McLyzer fed by solar energy 30 Nm3/h 6 storage modules to balance the grid Commissioning early

20 Industry : Power Plant Cooling Refroidissement Alternateurs Contrat en Chine : production d Hydrogène sur site pour le refroidissement d Alternateurs 2 unites McLyzer

21 Build key references in new markets: Power to Gas A strong share of the European demo projects market Hydrogen and the synthesis of methane recognized as a vector for energy storage Large-scale storage capacity Long-term storage Power-to-Gas, examples of achievements in Europe (1) FOCUS Power-to-Gas technologies 1.Injecting wind-generated hydrogen directly into the gas supply network electricity Electrolysis hydrogen 2.Transformation of hydrogen into synthesis of methane that is then injected in the guest network electricity Electrolysis hydrogen Methanation methane Power-to-Gas hydrogen projects Power-to-Gas synthesis of methane projects (1) Sources: Study on hydrogen and methanation as a process for recovering surplus electricity, Ademe, September 2014 / McPhy Energy McPhy Energy equipments 21

22 A perfect modular product for Energy Storage needs (1) A total of 14 MW built or booked Modular and Scalable Approach 100 to 400 Nm3/h 30 bar CE & TUV conformity Dynamic system 100% Power in less than 30 seconds Designed for PowerToGas and PowerToPower usage 10 MW 2 MW Mc MW Mc ,5 MW Mc

23 A perfect modular product for Service System and Renewable Energy (2) Service System : Nominal Load : 0 to 100% in < 30 Seconds Off Peak : 100% to 0% in < 5 sec. Dynamic Response : McLyzer solution adapted to Solar and Wind load variation Contribution to frequency stabilization 23 23

24 References under operation: Audi (Werlte ) Industrial hydrogen & Power-to-Gas: Audi One of the first PtG project in Europe Operated by Etogas 6 MW Hydrogen production In operation since October 2013 Recurrent maintenance contract 24

25 Build key references in new markets: Power to Gas Jupiter 1000 (Fos sur Mer) 1MW electrolysis for GRT gaz To be commissioned in 2018, Fos-sur-Mer (France) Hydrogen production equipment, Alkaline and first reference in PEM Jupiter 1000: preparing for the deployment of the Power-to-Gas sector in France 25

26 Build key references in new markets: Power to Gas Hebei (China) 4MW for SINOPEC End User SPV of HEBEI Construction Storage of Wind Gas 200 MW wind park in the North of Hebei province 2 McLyzer 400 : 400 Nm3/h 4 MW Solid Storage Delivery in May 2017, Commissioning in November

27 Build key references in new markets: Power to Gas ENERGIEDIENST, ENBW Group (Germany) 1 MW 1 st H2 Project in partnership with Center For Solar Energy 2 McLyzer 100 : 200 Nm3/h 1 MW Delivery end 2017, Commissioning in November 2017 H2 application : mobility, Industry, Storage 27

28 References under operation: Paglia Orba Energy & Smartgrid Corsica McLyzer Nm3/h 10b PV electricity daily storage 28

29 Build key references in new markets: mobility 29

30 Build key references in the new markets: mobility 7 McFilling out of 15 HRS in France Rouen, for City of Rouen In patrnership with GNVert Fleet of utility vehicles Delivery: March 2017 Nantes, for SEMITAN Delivery: July 2016 Paris, for the City of Paris Partnership with Idex Municipal utility vehicles Delivery and commissioning: December 2015 Nantes Rouen Paris Ivry Valence Sarreguemines Lyon LMF Valence, startup kit for the intercommunity authority Fleet of utility vehicles Delivery: Q Sarreguemines, for the intercommunity authority FaHyence project 11 utility vehicles Delivery: 2016 Lyon, for GNVert (Engie) Phase 1 of the Hyway program Fleet of utility vehicles Delivery: January 2016 Grenoble SYMBIO Maintenance FOCUS International references H 2 refueling station of Woodside (California) Call for tenders by the California Energy Commission in May 2014 Hydrogen production equipment Refueling 25 cars / day Commissioned in 2016 Total multi-energy station of Berlin-Schoenefeld (Germany) 30

31 McFilling HRS Product Range Starterkit 350 bar 5-10kg 20 kg 4 stations installed with dailyoperations stations installed with daily operations ~2-3 daily charges/station Simplefuel 350 & 700 bar (H2 on site) Medium 350 bar Fleet Bus 5/10 kg 40kg kg + dual pressure 1st installation in the US 1st installation in 2016 (commissionning) Concept defined, delivery Q HRS 700 bar 200 kg 200 kg Concept defined, proof of concept Q

32 References under operation: HRS in France Hydrogen mobility 3 McFilling (20 kg of hydrogen/day at 350 bar) Capable to refuel up to 15 utility vehicles per day On-site electrolysis to be integrated in the 2 nd phase of the project in Lyon Lyon 32

33 References under operation: H2BER (Berlin) A whole hydrogen system: Electrolysis + Solid State Storage Multi Fuel refilling Station operated by Total Located at the airport of Berlin Commissioning: May 2014 McLyzer 250 kg/day 42 bar system Electrolyzer McStore 100 : 100 kg/day Metal Hydride (3,3 MWh) 33

34 Build key references on the new markets: mobility 1st HRS integrating on-site production & distribution Precooling at T20 (SAEJ 2601) FaHyence HRS 2016 McFilling T20 + McLyzer

35 They trust McPhy Germany Italy China Woodside California France 35

36 Conclusion A fast growing market, driven by the Energy transition. McPhy shows a strong image as a leading and innovative company in the Hydrogen sector since 2008 and is well positioned to emerge as a leader of this multi-billion market. 36

37 Market outlook : Equipment (1) & Energy Revenues (2) (1) Equipment Market, In Bio., 2020, 2025, 2030 (2) H2 Demand, In Mio. Tons, 2020, 2025, 2030 H2 Global Equipment Market Source IPHE/Market&Markt X 1,5 2,4 X 3 1,7 X ,6 2016e 2020e 2025e 2030e Market addressed by McPhy : A market taking off, from 0,3 bn in 2016 to a multi-billion market in the next decade Confidentiel McPhy H2 Market : Value Created for McPhy s customer In Europe, new Demand for Hydrogen Energy could reach 1,8 Mio. Tons in 2030, with a potential Turnover > 10 bio. / year 37

38 Market Outlook by Application (Electrolyzer, HRS) H2 Equipment Electrolyzer & HRS - Market Potential in Mio. (ELY / HRS) Mobility Industry Energy Source : IPHE, NOW, ADEME, Afhypac, SIA Partners Mobility Market amounts for more than 50% of the Market 38