plug power: powering possibilities · 2019-03-21 · • hydrogen fuel cell products providing...
TRANSCRIPT
Copyright 2017, Plug Power Inc.
March 19, 2019
Plug Power:Powering Possibilities
Chris Murray, UK Sales Director
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Our Mission
Changing the way the world moves by developing industry-leading hydrogen fuel cell energy solutions
for high growth markets around the world
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The global electric vehicles market is expected to reach $334 billion by 20241
The Future of Mobility is Electric
Robotics & Drones
Autonomous Vehicles
Commercial Trucks
Commercial Buses
Industrial Mobility
Industrial and commercial electric vehicles today represent 60% of the value of the electric vehicle market2
1. IDTechEx Market Research: “Electric Vehicles Change the World 2017-2037”
2. Research and Markets: “Industrial and Commercial Electric Vehicles on Land 2017-2027"
EV Use Cases Will…
✓Have high utilisation
✓Require long run times
✓Be fully sensored
✓Be constantly connected
✓Have zero emissions
✓Leverage renewable fueling options
✓Connect and interact with the grid
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Plug Power is a Leader in Hydrogen and Fuel Cell Technology
Founded in June 1997
World class manufacturing facilitiesin NY and WA
Premier list of customers including: Home Depot, P&G, Walmart, IKEA, Amazon, Carrefour, Coca-Cola, Nike, BMW, Mercedes Benz & Honda
25,000+ GenDrive fuel cell units installed• 180M+ hours runtime• 16MM+ Hydrogen fuelings
Focused Expansion Opportunities• 150+ issued patents• Hydrogen storage & generation• Motive power applications
25K+ units
in the field
8MM+
Hydrogen
Fuelings
180MM+
operating hours
16MM+
Hydrogen
fuelings
5
100+ installed sites
~300 hydrogen dispensers
19k fuelings/day, 16M+ total
Fueling infrastructure and fuel delivery
Com
ple
te s
olu
tions d
rive
s c
usto
mer
adoption
25,000+ units deployed
Drop-in replacement
180M+ operating hours
Hybrid electric fuel cell solution for forklifts
98+% uptime performance
IoT data collection, monitoring and control driving efficiency and uptime
Complete service and maintenance
Full Suite of Products Accelerates Customer Adoption
Industry-leading high-power and air-cooled designs
Lower cost / higher performance
35+ years of Plug Power IP
Hybrid fuel cell engines for a variety of applications
4,500+ units deployed
2,650+ locations
Experience in 46 U.S. States and 34 countries
Hydrogen fuel cell solution for backup power
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Financial Savings with Environmental Benefits
• Full range of CE rated Fuel Cells
• Reduce electricity needs
• Increase productivity
• 90 second refill & opportunity filling
• Optimise warehouse space
• Constant full power
• Zero emissions
• GHG savings
• Easier to provide emergency facility power
GenDrive: Powering Your Possibilities
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Counterbalance48v & 80v (8-12kW)
Warehouse48v (8-11kW)
Warehouse24v (1.8-3.2kW)
GENDRIVE SERIES 1000
GENDRIVE SERIES 2000
GENDRIVE SERIES 3000
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Scalable, modular solution applicable for a wide range of mobility applications
• Complete Fuel Cell Hybrid Electric Drive
• Fuel Cell Stack
• Thermal Management
• DC/DC Converter
• Battery Pack
• Sensors & Control
• Hydrogen In; 400V Out
• Ready for vehicle integration
ProGen Hydrogen Engines: Accelerate OEM Integration
120kW
30kW
10kW
Modular
TurnkeyScalable
We are actively seeking OEM partners to develop ZEV’s
®
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FedEx Class 5 ProGen Fuel Cell Hybrid Delivery Van
FC / H2 Specifications
• Towing Capacity: 22,500 kgs.
• Voltage: 80 VDC
• Fuel Cell Power: 20 kW
• H2 Storage: ~156 kWh (11.6 kg)
• Hybrid PEM FC / Li-Ion Battery
• FC Efficiency: 45% (15 kWh/kg)
Truck Specifications
• GVW: 7,500 kgs.
• Voltage: 430 VDC
• Motor Power: 268 hp
• Motor Torque: 1620 ft-lbs
• Batt Energy Storage: 80 kWh
• Truck Efficiency: 0.9 kWh/mile
14,000 miles travelled, ~500 fuel cell hours10,000 hours FC life = 200,000 miles
What we’ve learned:
9Plug Power Confidential and Proprietary.
The only true turnkey solution in the industry, providing a model for onsite power, fuel delivery and ongoing service.
• Over 4,500 units in the field
• >100 million hours of backup coverage for stationary customers
• Ensuring ongoing site power when grid power is down
• Hydrogen fuel cell products providing power from 10 Watts to 10kW
• Our E-series fuel cell product line offers highly reliable, scalable backup power in a variety of sizes and cost-effective price points
• Key Customers: AT&T, Verizon, Sprint, Southern Company
GenSure: Stationary Power Overview
®
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Infrastructure
Indoor & Outdoor Dispensers
Molecule
GenFuel: Full-service H2 System
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H1.00794 • System is designed for redundancy, capable of
expansion, growth and seasonal demand
• Sub-Assemblies are built at Plug Power and tested prior to shipment for prompt deployment
• Pad layout is generally a 23m x 17m area and can be installed in a typical trailer parking area
• All trained forklift operators refuel their own fuel cells
• All infrastructure is monitored remotely by Plug Power’s Service Team 24/7
• Dispensers have a footprint of 1.5 x 1.5m
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GenCare: Guaranteed Uptime
• 5 - 10 Year GenDrive Maintenance Contracts
• 10 Year GenFuel Maintenance Contracts
• Responsive on-site support drives continual product improvement
• Work towards 99% uptime at every site
• Currently at 98% uptime
• Guaranteed 97% uptime
• Remote monitoring driving efficiency
Onsite Technicians
24/7 Remote Monitoring
Web Based Reporting
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Proven H2 Supply
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Plug Power Stack Technology:The Heart of ProGen Engines
iPad Pro 12.9”38kW Metal Stack38kW Graphite Stack
ProGen delivers world class performance,
density, and lower cost.
3.1
1.7
Vo
lum
etri
c Po
wer
(K
W/L
)
BBest in Class Automotive
B
BBest in Class
GraphiteB
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Robotic Fueling Technology for AGVs
• First-of-its-kind robotic hydrogen fueling technology for motive power applications
• Will initially increase the ease and efficiency of fueling hydrogen-powered vehicles in warehouse settings
• Partnership between Plug Power, Rensselaer Polytechnic Institute, and National Renewable Energy Laboratory
• Proof of concept completed
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Recognising Hydrogen as a Global Solution
USAHighest FC sales
revenue2
EuropeR&D; few
market barriers
Asia PacificLargest
commercial opportunity
The Hydrogen Energy CouncilIn 2017, key players from various industry and energy
sectors formed a partnership committed to the expansion of H2 and fuel cell solutions around the world. The Council
plans to invest ~ €1.9bn per year in H2 technology over the next 5 years1
United States/North America
• $4bn addressable (today) material handling market dominatesfuel cell sales
Plug Power: 95% market share of the material handling market
Europe
• Roll out of H2 infrastructure anticipated to create 2,000 hydrogen refueling stations by 2025 (Focus on FCEV growth)1
Plug Power: Strong relationship with IGC’s & growing market share with companies such as Carrefour, IKEA, and FM Logistics
Asia Pacific
• Government subsidies rewarding sustainability are driving demand for H2-powered commercial vehicles
Plug Power: Targeting partnerships with large OEMs; first systems already deployed
1. “How hydrogen empowers the energy transition” Hydrogen Council January 2017
2. Fuel Cell and Hydrogen Annual Review 2016: 4th Energy Wave
Corporate Headquarters
Latham, NY 12110
Europe
Paris, France
West Coast
Spokane, WA 99216
plugpower.com