ITM Power: Stansted HOST Launch Presentation

ITM Power plc
Opening of the Hydrogen On Site Trials, 8th March 2011
Prof Roger Putnam, Chairman

“With more than 500 Fuel Cell cars covering over 15m km and
90,000 refuellings the focus has now shifted from
demonstration to planning commercial deployment”
McKinsey & Company

ITM POWER | Final Results Presentation, 30 July 2010
ITM POWER | HOST Launch at Stansted Airport

ITM Power plc

Welcome to Stansted Airport
On Stansted’s 20th Birthday
• An important trial for ITM Power
• An important trial for the UK
• An important trial for Hydrogen
• 300 visitors
• Presentations
• Partner display area
• Refuelling demonstration
• Networking lunch and questions


ITM Power plc

Networking Opportunity
Lanyard Coded by Colour
• Blue: ITM Staff
• Orange: Guest Speaker
• Red: Press/Media
• Black: Commercial
• Green: Investor


ITM Power plc

Agenda
11:00 Prof Roger Putnam, Chairman, ITM Power
11:05 Dr Andy Jefferson, Head of Health and Safety and
Environment London Stansted Airport
11:20 Quentin Willson, Leading Motor Industry Commentator
11:35 Neil Morgan, Head of Energy, Technology Strategy Board
11:50 Phil Doran, ITM Power Agent in Germany
12:05 Graham Cooley, CEO, ITM Power
12:20 HFuel Refuelling Demonstration
13:00 Lunch and Networking


ITM Power plc
Dr Andy Jefferson, Head of Health and Safety and Environment, Stansted Airport


ITM Power plc
Quentin Willson, Leading Motor Industry Commentator


Hydrogen Refuelling | Market Developments

Oil Prices
Oil and gasoline prices are steadily rising
• Crude oil approaching $120 a barrel
• The age of cheap oil is over



UK Pump Prices
Price of petrol and diesel now a national issue
• Petrol £1.30 per litre
• Trend indicates £1.45 per litre by end 2011


Hydrogen Refuelling | Green Hydrogen

What's the Solution?
Hydrogen made from renewable power
• Replaces a revenue cost with a capital item
• Reduces the need for fossil fuels
• Decarbonises transport
• Improves air quality
• HOST to establish economics


Hydrogen Fuel Cell Electric Vehicles

Hybrid EV
EV and Hydrogen Cars
Hydrogen vehicles are EV’s but with some
significant advantages:
• Refuelling time (3mins)
• Range of over 400 miles
• Well to wheel efficiency
• Grid demand side management

Hydrogen Vehicle



Refuelling vs Recharging
The Tesla Super Car, Roadster Sport
• Horsepower: 288 hp at 4,000 to 6,000 rpm
• 0 to 60 mph in 3.7 seconds
• Top speed 125 mph
• Charge time 3.5 hrs



Refuelling vs Recharging
The Honda FCX Clarity
• Horsepower: 134 hp at 3,056 rpm
• 0 to 60 mph in 9.2 seconds
• Top speed 100 mph
• Charge time 3.5 mins



Range
A balanced mix of low emission vehicles
• Small short range family cars
• Mid range PHV
• Large hydrogen vehicles
• Hydrogen commercial vehicles

Source: Toyota


Well to Wheel Emissions
DoE analysis agrees with the major car companies
• Hydrogen from centralised wind
• On site hydrogen even better



Japan, US & Germany Adopt Hydrogen
Toyota, Honda and Nissan join forces to promote hydrogen
• Total of 100 hydrogen refuelling stations planned in Japan
• 1000 refuelling stations in Germany in 4yrs ($2.6bn)
• 150 planned in California (30 already built)


Hydrogen | Building a Clean Fuel Infrastructure

The Clean Fuel Conundrum
A chicken and egg type situation
• The vehicles need somewhere to refuel for large scale deployment
• The infrastructure is expensive and needs customers for the business case
• Vehicle and refuelling infrastructure technologies need to be compatible


Hydrogen | Building a Clean Fuel Infrastructure

Breaking the Chicken and Egg
Some joined up thinking is required
• The vehicles need somewhere to refuel for large scale deployment
• The infrastructure is expensive and needs customers for the business case
• Vehicle and refuelling infrastructure technologies need to be compatible



Hydrogen Cars
Serious traction envisaged around 2015
• Air quality may drive early adoption 2010 2011 2012 2013 2014 2015 2018 2020

• Commercial fleet early adoption Daimler 200 1000/yr 10,000/yr 100,000/yr

• US and Germany lead the way GM 100 10,000/yr 100,000/yr 250,000/yr

Honda 200 1000 Commercialisation

Hyundai 1000/yr >100,000/yr

2010 2011 2012 2013 2014 2015 2018 2020

Ramp up
Purpose design FC
hybrid vehicles

Trials, conversion design cars and niche vehicles

10,000/yr per
Potential trickle to London manufacturer



Return to Base
Early adoption from commercial fleets
• Scheduled routes
• Sophisticated fuel procurement
• Carbon footprint targets
• Air quality targets


HOST | Phase One

HOST | Phase One
The largest UK cross-sector hydrogen trial
• 21 commercial trial partners
• Balanced across 7 major industrial sectors
• No further partners will be offered a free trial
• Conducted over a year long period
• Using a dedicated team
• Data comprehensively reported to partners
• Non confidential results will be published


HOST | Partners

Hydrogen on Site Trials
Trials begin today!



What's the Solution?
Hydrogen made from renewable power
• Replaces a revenue cost with a capital item
• Reduces the need for fossil fuels
• Decarbonises transport
• Improves air quality
• HOST to establish economics


ITM Power plc
Neil Morgan, Head of Energy, Technology Strategy Board


Driving Innovation

Hydrogen and Fuel Cells at the
Technology Strategy Board

Neil Morgan
Head of Energy Strategy, Technology Strategy Board

Driving Innovation

Why is innovation a
good thing?
• Countries seek to use innovation to
drive economic growth
• Many global companies select
locations for new activities based on
availability of skilled people,
potential supplier companies and
government support for innovation
• SMEs are often highly innovative
and need support to become
globally competitive

Driving Innovation

What’s the problem?
• Investment can be too low and too
late
• Innovation disrupts value chains and
business models
• Longer term Trends not visible to all
players
• Innovation infrastructure complex
and inefficient
• Government does not make best
use of its levers

Driving Innovation

So what do we need to do?
• Create a more effective innovation
environment
• Reduce financial and technical risk
• Enable business to exploit emerging
markets and disruptive change
• Enable business to access,
collaborate with and exploit the
knowledge base
• Help government to use its available
levers to drive innovation

Driving Innovation

And we make choices
• We don’t pick winners.
• We consider
– the size of the markets,
– the capability of the UK to
address them,
– the timing
• …and the difference our
support would make

Driving Innovation

Large market opportunity?
• Fuel cell electric vehicles
• Back to base logistics and special
use vehicles
• Combined heat and power
• Energy storage and grid
balancing
• Off-grid power
• Small portable power

30

Driving Innovation

Can the UK do it?
• Globally competitive businesses with
capabilities in these key markets
– ITM Power
– Ceres Power
– Intelligent Energy
– Diverse Energy
– Arcola theatre
– ACAL Energy
– Johnson Matthey Fuel Cells

31

Driving Innovation

Is the timing right?
• Complete fuel cell systems market
ready or at least demonstration or field
trial stage
• Moving from technology development
to offering solutions to customer needs
• Industry MoU for fuel cell electric cars
in production for delivery 2015
• Large scale investments in renewable
energy

32

Driving Innovation

Can we make a difference?
• Lead UK agency investing in H&FC
sector
• Investing now to support deployment
and market access could build a
vibrant UK sector
• Investments and engagement across
energy and transport sectors
• National body able to facilitate
coordination of regional activities

33

Driving Innovation

Programme so far
• Legacy DTI emerging technologies
• Shaped into a coherent collaborative
R&D programme leading to
demonstration
• Demonstrator programme co-funded
by DECC

34

Driving Innovation

What next?
• An ongoing programme of investment
over current CSR
• Planning the next competition for
funding to launch in September 2011:

“Demonstrate and validate the role of
hydrogen and fuel cells in low carbon
energy and transport systems”

35

Driving Innovation

http://www.innovateuk.org

neil.morgan@tsb.gov.uk
richard.kemp-harper@tsb.gov.uk

ITM Power plc
Phil Doran. ITM Power Agent in Germany


CORE TECHNOLOGY VENTURES SERVICES

European Hydrogen Refuelling
Infrastructure

Stansted Airport March 8, 2011

Phil Doran
Core Technology Ventures Services
phil@coretecventures.com


Agenda
1. Prelude: Distribution of European Installed Stationary Capacity

2. Why Conduct a European Hydrogen Refuelling Station (HRS) Survey?

3. Preliminary Comments

4. Evolution of Europe's HRSs: Installed and planned 1987 - 2014

5. Number of Hydrogen Refuelling Stations per Country: 1987 – 2014

6. Hydrogen Refuelling Station Providers

7. Hydrogen Production

8. Distribution of German Hydrogen Stations

9. Three Leading German States

10. Concluding Remarks


Distribution of Installed Stationary Fuel Cells in Europe

Units Rated Power (kw)
ES. 900. 6%
CH; 14; 6%

IT. 875. 7%
NL; 13; 5%

IT; 6; 2%

FR; 6; 2% CH. 661. 5%

AT; 6; 2%

SE; 5; 2% SE. 550. 4%
ES; 5; 2%
UK; 2; 1% BE. 225. 2%
LU; 2; 1%
BE; 2; 1%

POR; 1; 0% FR. 219. 2%
FI; 1; 0%
AT. 219. 2%
DK; 1; 0%
UK. 202. 2%
FI. 200. 2%
DK. 200. 2%
DE. 8576. 65%
NL. 73. 1%
DE; 192; 76%
LU. 9. 0%
POR. 5. 0%

DE =Germany, CH = Switzerland, NL = Holland, IT = Italy, FR = France, AT = Austria, SE = Sweden, ES = Spain, UK = UK, ,
Lu = Luxembourg, Be = Belgium, Por = Portugal, FI = Finland, DK = Denmark,


Why conduct the survey
September 2009: Eight auto assemblers, namely, Daimler, Ford, GM, Honda, Hyundai, Kia,
Renault-Nissan, and Toyota, jointly made the following announcement:
“The signing automobile manufacturers strongly anticipate that from 2015 onwards a quite
significant number of electric vehicles with fuel cells could be commercialised. This number
is aimed at a few hundred thousand units over life cycle on a worldwide basis. As every vehicle
manufacturer will implement its own specific production and commercial strategies as well as
timelines, commercialisation of electric vehicles with fuel cells may occur earlier than in the above-
mentioned (2015) expected year”.
Source: http://www.hondanews.eu/en/news/index.pmode/modul,detail,0,1241-DEFAULT,21,text,1/index.pmode retrieved 10/08/10

August 2010: Hyundai announced that it would begin commercial sales of its hydrogen fuel cell
cars starting in 2012 (500 units), three years ahead of its co-signatories, and below the $50,000
price previously announced by Toyota.
Source: http://www.futurecars.com/news/fuel-cell-cars/hyundai-plans-to-sell-500-hydrogen-fuel-cell-cars-in-2012 retrieved 30 Aug 2010
and http://inhabitat.com/2010/09/02/hyundai-to-sell-hydrogen-fuel-cell-cars-in-2012/ retrieved 2/09/10

In stark contrast to statements regarding the introduction of hydrogen-powered vehicles by 2015,
very little is known about the number, or the geographical distribution of HRS’ in Europe, or of the
companies engaged in providing the infrastructure. This absence of reliable infrastructure data is
of particular significance in the light of the now impending need for sector participants to take a
variety of strategic investment decisions.


Preliminary Comments
We identified 149 H2 refuelling stations either as having been built or planned to be built across 17
European countries between 1987 and 2014. Of this number, 20 were excluded owing to a
general lack of available data or their outright cancellation, leaving a sample size of 129 stations.

The sample represents a highly diverse set of stations: Some serve single off-road vehicles, e.g.
tow trucks and golf carts, others serve fuel cell proto-type vehicles belonging to auto assemblers,
and yet others, albeit very few, are integrated into conventional service stations. Hence, few of the
stations are accessible to the public and fewer still are sited in conventional fuelling stations.

The driving force behind the majority of these projects can be characterised as Research and
Development projects. In many cases it would appear that the larger stations have been built with
government subsidies, be it from the European Commission, or the national or local governments.

The companies involved range from multi-national oil companies, industrial gases companies to
development companies hoping to profit from any future ‘Hydrogen Economy’.

Germany is the dominant force in the development of hydrogen refuelling infrastructure within
Europe, accounting for 35% of all installed stations. But it should be noted that 5 of the 16 states
account for 38, or 84% of Germany’s HRS’ and almost 30% of the total sample. The next largest
market, Italy with 19 stations, is less than half the size of Germany.


Evolution of Europe’s HRS: Installed & planned 1987 - 2014

Cz = The Czech Republic, Lux = Luxembourg, Pt = Portugal, Ch = Switzerland, A = Austria, Gr = Greece, Be = Belgium, NL = Holland,
Sk = Sweden, Fr = France, ES = Spain, UK = UK, No = Norway, Dk = Denmark, It = Italy, DE = Germany


Number of H2 Refuelling Stations per Country: 1987 - 2014

DE = Germany, It = Italy, Dk = Denmark, No = Norway, UK = UK, ES = Spain, Fr = France, Sk = Sweden, NL = Holland, Be = Belgium,
RoE = Rest of Europe


Hydrogen Refuelling Station Providers

We were able to identify the station provider in 50% of cases (65). On this basis the industry,
unsurprisingly, is dominated by the major industrial gases companies.


Hydrogen Production

Industrial gas (24%)
indicates that the H2 In 15% of the
production process sample there was
was unspecified no information at all
beyond being regarding hydrogen.
‘Shipped’.


Distribution of German Hydrogen Stations
Germany is often referred to in glowing terms.
But it pays to bear in mind that it is a federal system, whereby the states have a high degree of autonomy.

There are 16 states in the Federal Republic of Germany, of which six have no H2 refuelling stations.
Of the 5 states making up the Rest of Germany (RoG), three have 1 station each and two have 2 each. Further, of these
7 stations only 1 has been installed in the last 5 years.
Bavaria is ranked second by number of stations, with 9. However, 7 were installed prior to 2001, with the remaining 2
installed in 2006 and 2007 respectively.
Of the six stations identified in Baden- Württemberg only 1 new station has been installed in the last 5 years.
This leaves Berlin, Hamburg and North Rhine Westphalia ...


Germany is Led by 3 States: Berlin, Hamburg & NRW

B = Berlin, B-W = Baden-Württemberg, HH = Hamburg, NRW = North Rhine Westphalia, By = Bavaria


Concluding Remarks
It is difficult to see how the number of currently in-service and planned H2 stations could sustain a major roll out of
H2FC vehicles by 2015. In short, Research and Development is a fitting description of this infrastructure as surveyed.

However, the H2 refuelling infrastructure is at the latter end of the development continuum, with a wide range of
companies actively involved, including oil & industrial gases companies. This is bad news for under-capitalised new
entrants, particularly those that have yet to embark upon the necessary relationship building to get their products
noticed, never mind into the field.

Nevertheless, the fact that the industry has yet to enter the commercialisation stage leaves room for companies with
products that have relatively low levels of technical risk to enter the fray. But, time is of the essence.

The survey suggests that public refuelling stations cannot be described as an early market opportunity. A better early
market target may be defined cycle (e.g. buses & postal vehicles) and captured fleets (e.g. the materials handling
equipment used in distribution centres and warehouses.

Further research, which would be of value to investors, electrolyser developers, renewable energy developers and
policy makers alike, is required with respect to:
1. the extent to which electrolysis is being used and is planned to be used, both on-site and centrally, in conjunction
with renewable energy sources
2. the number of genuinely pre-commercial stations and those that could be easily converted to such stations
3. the distribution of the pre-commercial stations in order to identify genuine hydrogen hubs that the general public
could use, and the safe distance the public can be expected to travel using these hydrogen hubs
4. the degree to which defined cycle and captured fleet applications present a genuinely early market win. Evidence
from the US, particularly in the field materials handling equipment, clearly supports such a notion.


ITM Power plc
Graham Cooley, CEO ITM Power

ITM POWER | 3M 9th Launch at Stansted Airport
HOST December 2010

HFuel Demonstration

Refuelling Demonstration
Working site with operational equipment
• High security area
• Not normally open to the public
• First of kind plant
• 300 people next to a refueller is an abnormal event
• H&S precautions are therefore extensive


HFuel Demonstration | Health & Safety

Healthy and Safety Instructions
Working site with operational equipment
• Supervision by STAL security in high-visibility clothing
• All visitors must remain in the viewing area
• Follow instructions of STAL security in event of evacuation
• Primary evacuation route is towards car park & busses
• Secondary evacuation route is to the south of viewing area

Coach / Bus
parking area
Entrance and
Exit to MT
Facility

Sa
Exclusion Zone

fe
ty
A
re
a
Viewing
Area

2nd emergency exit will be
ITM POWER | HOST Launch at Stansted Airport unlocked during visit.

Outlook

• Enjoy the demonstration
• Please talk to the trial partners
• Questions are welcomed
• Lunch is provided after the demonstration
• Thank you for coming


ITM Power: Stansted HOST Launch Presentation

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