Advanced Energy Storage 10-2010


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Advanced Energy Storage 10-2010

  1. 1. October 2010 Utilizing Renewable Energy Resources for Distributed Power Larry Stapleton Vice-President, Sales
  2. 2. <ul><li>About Ballard </li></ul><ul><li>Fuel Cells and Clean Power </li></ul><ul><li>Market Development Progress </li></ul><ul><li>Fuel Cells at work in Distributed Energy </li></ul><ul><li>Summary </li></ul>Contents
  3. 3. About Ballard <ul><li>CLEAN ENERGY FUEL CELL PRODUCTS… </li></ul><ul><ul><li>OUR COMPANY </li></ul></ul><ul><ul><ul><li>Approximately 335 employees </li></ul></ul></ul><ul><ul><ul><li>World-leading R&D & manufacturing facilities </li></ul></ul></ul><ul><ul><ul><li>Locations in Vancouver, Canada (HQ) & Lowell, MA </li></ul></ul></ul><ul><ul><li>OUR BUSINESS </li></ul></ul><ul><ul><ul><li>Design, manufacture, sale & service of hydrogen fuel cell products </li></ul></ul></ul><ul><ul><li>OUR CUSTOMERS </li></ul></ul><ul><ul><ul><li>System integrators and OEM’s addressing end-user needs: materials handling, telecom backup power, residential cogeneration, and transit buses </li></ul></ul></ul><ul><ul><li>OUR FOUNDATION </li></ul></ul><ul><ul><ul><li>Technology Leadership – 350+ Patents and patent applications </li></ul></ul></ul><ul><ul><ul><li>Production Expertise – Shipped over 100MW fuel Cell Products </li></ul></ul></ul><ul><ul><ul><li>Expanding Go-to-Market Capabilities – Powered over 1,000 stationary installations and over 200 heavy and light duty vehicles </li></ul></ul></ul>
  4. 4. Fuel Cells and Clean Power <ul><li>Clean energy market growth will reflect a mix of energy technologies </li></ul>Clean Energy Mix Fuel cell PEM, SOFC, PAFC… As product costs continue to decline, fuel cells will play key roles in the clean energy space P A G E 1 Bio-energy Solar Wind
  5. 5. P A G E 2 <ul><ul><li>Fast start-up and low temperature </li></ul></ul><ul><ul><li>Rapid response to changes in power demand </li></ul></ul><ul><ul><li>Durable across wide variety of duty cycles </li></ul></ul>PEM Fuel Cells 1kW 100kW 1MW 10MW 10kW Temperature High 600 °C-1200°C Low 60 °C-120°C PEMFC SOFC MCFC (Fuel Cell Energy) PAFC (United Technologies) Applications Increasing heat management requirements <ul><li>Ballard leverages leadership in PEM across multiple markets… </li></ul><ul><ul><li>Compact & scalable </li></ul></ul><ul><ul><li>Fuel flexibility </li></ul></ul><ul><ul><li>Efficient, reliable and safe </li></ul></ul>
  6. 6. Ballard: Putting Fuel Cells to Work <ul><li>Ballard leadership in PEM fuel cells is based on - </li></ul><ul><li>Portfolio of proven commercial solutions </li></ul><ul><ul><ul><li>Fuel cell stacks, power modules and systems </li></ul></ul></ul><ul><ul><li>Strong delivery capabilities </li></ul></ul><ul><ul><ul><li>Access to over 2,000 patents and licenses </li></ul></ul></ul><ul><ul><ul><li>High volume manufacturing facility </li></ul></ul></ul><ul><ul><ul><li>SI & channel partnerships </li></ul></ul></ul><ul><ul><ul><li>100MW+ of fuel cell products shipped </li></ul></ul></ul><ul><li>Developing a global customer base - </li></ul>Backup Power Supplemental Power mCHP Distributed Generation Bus Material Handling System Integrators/ OEMs Downstream Customers
  7. 7. Backup & Supplemental Power <ul><li>Initial focus on telecom </li></ul><ul><li>Addressable market: ~$1B+ </li></ul><ul><li>Compelling value proposition </li></ul><ul><li>Channel access primarily through system integrators </li></ul>P A G E 5 z <ul><li>Recent Progress - </li></ul><ul><li>Dantherm Power acquisition to accelerate backup power market development </li></ul><ul><li>Deployment of Dantherm Power systems in Wind Mobile network </li></ul><ul><li>IdaTech sale of 100+ systems to Hutchinson Telecom in Indonesia </li></ul><ul><li>FuelWorks TM established to advance fuel processing technology </li></ul>
  8. 8. <ul><li>Exclusive stack supplier to Plug Power….clear market leader </li></ul><ul><li>Addressable market – </li></ul><ul><ul><li>Plug Power indicates ~380,000 trucks of an installed base of 1.7M trucks in N/America (market potential >$1.5B) </li></ul></ul><ul><li>Focus – </li></ul><ul><ul><li>Battery replacement in N/American high-volume distribution centers & manufacturing facilities </li></ul></ul>P A G E 7 Material Handling <ul><li>Recent Progress – </li></ul><ul><li>Extension of supply agreement with Plug Power through 2014, with mutual exclusivity for North America </li></ul><ul><li>Plug Power sales to Walmart, Sysco, Whole Foods, Coca-Cola </li></ul><ul><li>Year-to-date shipments are 3x full-year 2009 shipments </li></ul><ul><li>Plug Power distribution agreement with Raymond Corporation </li></ul>
  9. 9. <ul><li>Zero-emission public transit </li></ul><ul><li>Government supported programs </li></ul><ul><ul><li>Canada, UK, Brazil, Germany, USA, The Netherlands </li></ul></ul><ul><li>Channel access through bus OEM’s and system integrators </li></ul>P A G E 8 Bus <ul><li>Recent Progress – </li></ul><ul><li>World’s largest fuel cell bus fleet deployed in Whistler, BC; ~450k km's (~275k miles) accumulated </li></ul><ul><li>Sales to APTS in The Netherlands and SunLine Transit Agency </li></ul>
  10. 10. Distributed Generation <ul><li>Addressable market: ~$3B+ (based on ~1,000 MW of by-product hydrogen…ie. sufficient to power ~800k-1M homes for a year) </li></ul><ul><li>Focus on chemical plants (where there is by-product hydrogen available and a feed-in tariff program in-place) </li></ul>P A G E 6 <ul><li>Recent Progress – </li></ul><ul><li>Completion of 1 MW factory acceptance test of a DG system for FirstEnergy </li></ul><ul><li>First by-product hydrogen powered fuel cell generator in California </li></ul>
  11. 11. Why Fuel Cells? Matrix of Applications * Comparative cost of energy on a $USD/MWh basis, that takes into account the installed system price and associated costs such as financing, land, insurance, transmission, operation and maintenance, and depreciation, among other expenses.
  12. 12. Solution for Distributed Generation <ul><ul><li>Product differentiation: </li></ul></ul><ul><ul><li>Zero-emission power production </li></ul></ul><ul><ul><li>Compact & scalable </li></ul></ul><ul><ul><li>Efficient, reliable and safe </li></ul></ul><ul><ul><li>Fast start-up and low temperature </li></ul></ul><ul><ul><li>Rapid response to changes in power demand </li></ul></ul><ul><ul><li>Durable across wide variety of duty cycles </li></ul></ul>Power Scaleable in 1MW increments Packaging Self contained ISO container Fuel efficiency 48%, based on LHV Availability 95% Output Heat Load 1400 kW Lifetime 20 years Siting Self-contained power modules, simple integration with plant
  13. 13. By-Product Hydrogen Sell clean electricity to utility Primary Product Provide electricity to Plant Operating cost savings / carbon emissions offset Revenue ($) from Feed-in Tariff Hydrogen Electricity
  14. 14. Remote Communities solar hydro electrolyser hydrogen storage remote community CLEARgen™ wind H 2 clean energy electricity Diesel Generator
  15. 15. Demonstration Projects <ul><li>1MW fuel cell system for peak load management. First large scale reference site </li></ul><ul><li>Demonstration Project: 100kW fuel cell system for remote community – Bella Coola HARP Pilot Project </li></ul><ul><li>163kW fuel cell system to use by-product hydrogen at K2 Pure Solutions bleach production plant in California </li></ul>
  16. 16. Summary <ul><li>Positive environmental impact of fuel cells </li></ul><ul><ul><li>Reduced GHG emissions by 31,000-to-116,000 tonnes through 2025 </li></ul></ul><ul><li>Smart Grid roll-out will be supported by fuel cell-based distributed generation deployments </li></ul><ul><li>Unreliable power grids will be augmented by fuel cell supplemental power solutions </li></ul>Hydrogen + fuel cells …. key contributor to the future clean energy landscape
  17. 17. Thank you! Utilizing Renewable Energy Resources for Distributed Power October 2010