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Fuel Cells for On-Demand Fuel Cells for On Demand and Backup Power
Robert Stoff-RiegelBusiness Development ManagerBusiness Development Manager
Stationary Power DivisionIntelligent Energy
www intelligent-energy comwww.intelligent energy.com
©2012 Intelligent Energy Limited The information in this document is the property of Intelligent Energy Limited and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of Intelligent Energy Limited. This information is given in good faith based upon the latest information available to Intelligent Energy Limited, no warranty or representation is given concerning such information, which must not be taken as establishing any contractual or other commitment binding upon Intelligent Energy Ltd or any of its subsidiary or associated companies. 1
Intelligent Energy
• International power technology company with globally scalable business
• Commercializing our leading fuel cell technologies with our business partners
• Technology and business leader• Technology and business leader
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
A Global company
• Over 270 staff worldwide across the Group• Headquarters and main operation in
Loughborough, UKg g ,• Delivery site in Long Beach, California, • Offices in London, Bangalore and Osaka
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Commercialisation through partnerships
• Partnering with Blue Chip businesses and global organisations
C t d t i l d • Customers and partners include Industrial Champions in France, Germany, United States and Japan
• Accelerated and de-risked go-to-market plansmarket plans
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Commercial application across sectors
• Intelligent Energy fuel cell systems are applied across sectors and markets:
C El t i t bl & • Consumer Electronics; portable & extended operating power
Motive Power; Two wheeled • Motive Power; Two-wheeled vehicles, automotive, commercial vehicles
• Stationary Power; CHP, on-demand, telecommunications, backup power, emergency power
Design once, deploy many times
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Design once, deploy many times
Blue Chip customer proof points
Portable power Stationary power Two wheel vehiclesPortable power Stationary power Two wheel vehicles
Low power systems
High power systems
CHP systems Aerospace Four wheel vehicles
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
CHP systems Aerospace Four wheel vehicles
On-Demand and Backup Power for Telecoms
• Proven in the field• Proven in the field• Reliable• Lower life cycle costs• Remote monitoring• 99.99% site availability
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
On-Demand Back Up Power
5kW Rack mo nted s stem• 5kW Rack mounted system• Zero emissions, quiet• Built in redundancyBuilt in redundancy• Remote system health monitoring and predictive fault detection
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Powering On-Demand Housing
Self s staining homes • Self-sustaining homes • Shipped anywhere in a standard shipping container pp g
• Rapid (2 hour) set-up
• Fuel cell system part of Central Services Unit (CSU)
• In combination with solar wind • In combination with solar, wind and batteries
• Provides energy, water, communication, security monitoring and waste management
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
g
System Design
• Available in 2.50, 3.75, 5.00, 6.25 and 7.50 kW configurationsg
• Hydrogen gas fuelled (2-3 bar)• External fuel storage• Continuous health monitoring• Predictive maintenance for high availabilityavailability
• Auto/manual start/stop available• Battery charging current limit Provided
• User interface Ethernet
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Case Study India Telecom back up power
• Successfully installed and operated fuel cell system for t l i ti i telecommunications company in India
• More than 8 hours of power poutages per day
• Power outage affects mobile signal signal
• System has been running more than 50% of the time because of low grid reliability
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Market background – Growth of mobile telephony in India
525
752
840
600
700
800
90015.5
15.5
12
14
16
18
4876
150
234
347
100
200
300
400
500
7.3
4.33.8 3.5
21.2 1 1 1 0 82
4
6
8
10
0.9 1.2 4 7 11 28 48
0
100
Mobile Connections (millions)
1.1 1 0.8 0.6 0.5
0
2
Rate per minute
• Significant increase in number of subscribers (Average for till June 2011 –16.58 millions new additions per month)
• Rate per minute has gone down significantly and average minutes of usage per subscriber has been going down since 2007
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Market background – Power availability for tower sites
• Current market size of 327,000 towers expected to increase to over 500,000 by 2015
• 70% of cell tower sites face more than 8 hours of power outage
Zone AvailabilityTower share DescriptionZone Availability share
A > 20 hrs 10%
Description
mainly metro cities of Mumbai, Kolkotta, Chennai, some cities of Gujarat, State of Chattisgarh, some cities of Punjab
B 16 - 20 hrs 20%
C 12 - 16 hrs 30%
8 12 h 2 %
covers most other major cities and towns in the rest of the country
all semi-urban and small urban towns in all state
l lD 8 to 12 hrs 25%
E < 8 hrs
F off grid15%
mostly rural areas
most parts of Bihar and some towns of Assam, NE states, UP and J&K
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Addressable Market Opportunity (2012 – 2015)50,000 new sites added per year for next 3 years
Existing Retrofit65 400
, p y y
gSites
327,000
Opportunity
20% per year
65,400
year 100,400 peryear
GreenfieldSites
50,000
Outages >6 hrs daily
70% per
35,000
50,000 new sites per year
70% per year
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Drivers for fuel cell solution
Diesel price increase
80
90Forecast
50
60
70
INR/Litre)
30
40
50
ost o
f Diesel (
0
10
20
0 2 4 5 6 7 8 9 0 1 2 4 6 3 5 7 8 9 0 1 2 3 4 5
Co
1990
1992
1994
1995
1996
1997
1998
1999
2000
2001
2002
2004
2006
2003
2005
2007
2008
2009
2010
2011
2012
2013
2014
2015
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Fuel cell versus Diesel Genset – How does it fit in
AC Loads
Air ConditionerLighting • Replacement of generator on
site with fuel cell has been
Diesel
EB Supply PIU SMPS proven
• Systems have been operational in India over Diesel
GeneratorTower
Battery Bank operational in India over significant periods of time ensuring 99.99% site availability
EB Supply PIU SMPS
AC Loads
Air ConditionerLighting • Challenge is ensuring
availability of fuel infrastructure and fuel
Fuel Cell
EB Supply PIU SMPS
TowerBattery Bank
DC/ACInverter
infrastructure and fuel logistics to ensure sites continue to be operational
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Fuel Cell TowerBattery Bank
Summary ContinuedHydrogen vs Diesel Benefits
Hydrogen Value Proposition
Hydrogen Features Diesel
Range 45% to 55% Efficiency Range 12% to 18%
Probability of pilferage lower since compressed Pilferage High pilferage since
liquid fuelpgas
g liquid fuel
Modularity and redundancy increases reliability
Reliability /Availability
Not modular and has higher probability of failure
Full health monitoring with predictive health info.
HealthMonitoring
Minimal healthmonitoring capability, no predictive health info. capability
6 ll f COZero Emissions Emissions to
Environment
5.6 million tonnes of CO2in 2008 due to diesel generators
< 50 dBA at 3 meters Noise Level 75 dBA sheltered92 dBA h l d
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
< 50 dBA at 3 meters Noise Level 92 dBA unsheltered
Case StudyHydrogen supply infrastructure and logistics in India
CNG
Tower site 1H2
H2
Tower site 2H2
Hydrogen plant
Tower site 3
Tower site 500
• At launch, use existing hydrogen production facilities• As adoption increases, invest in infrastructure by targeting specific
geographical clusters and gradually build-out infrastructure• Use compressed natural gas to produce hydrogen and truck to tower sites
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
Use compressed natural gas to produce hydrogen and truck to tower sites• Once infrastructure established additional markets can be served
Summary
• Telecom market and data centres are large and there is demand for clean and efficient power solutions
• Hydrogen based fuel cell system solutions deployed on a “Build Own Operate” (BOO) model are more economical than the current diesel based solutions
Hydrogen based fuel cell technology has been proven globally in telecom • Hydrogen based fuel cell technology has been proven globally in telecom backup power applications
• Larger scale adoption will happen if there is investment in hydrogen i f t t d l i tiinfrastructure and logistics
• Return on investment very attractive with moderate adoption rates
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
www.intelligent-energy.com
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©2012 Intelligent Energy Limited. All Rights Reserved. The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.