advanced energy storage 10-2010
DESCRIPTION
Green Energy talk in San DiegoTRANSCRIPT
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COPYRIGHT © 2010 BALLARD POWER SYSTEMS INC. ALL RIGHTS RESERVED
B A L L A R D P O W E R S Y S T E M S
A CLEAN ENERGY GROWTH COMPANY TSX: BLD NASDAQ: BLDP
October 2010
Utilizing Renewable Energy Resources for
Distributed Power
Larry StapletonVice-President, Sales
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October 2010
1. About Ballard
2. Fuel Cells and Clean Power
3. Market Development Progress
4. Fuel Cells at work in Distributed Energy
5. Summary
Contents
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October 2010
About Ballard
CLEAN ENERGY FUEL CELL PRODUCTS…
OUR COMPANY
• Approximately 335 employees
• World-leading R&D & manufacturing facilities
• Locations in Vancouver, Canada (HQ) & Lowell, MA
OUR BUSINESS
• Design, manufacture, sale & service of hydrogen fuel cell products
OUR CUSTOMERS
• System integrators and OEM’s addressing end-user needs: materials handling, telecom backup power, residential cogeneration, and transit buses
OUR FOUNDATION
• Technology Leadership – 350+ Patents and patent applications
• Production Expertise – Shipped over 100MW fuel Cell Products
• Expanding Go-to-Market Capabilities – Powered over 1,000 stationary installations and over 200 heavy and light duty vehicles
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October 2010
Fuel Cells and Clean Power
Clean energy market growth will reflect a mix of energy technologies
Clean Energy Mix
Bio-energy
Solar
Fuel cellPEM, SOFC,
PAFC…
Wind
As product costs continue to decline, fuel cells will play key roles in the clean energy
space
P A G E 1
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October 2010
Ballard leverages leadership in PEM across multiple markets…
Compact & scalable
Fuel flexibility
Efficient, reliable and safe
P A G E 2
Fast start-up and low temperature
Rapid response to changes in power demand
Durable across wide variety of duty cycles
PEM Fuel Cells
1kW 100kW 1MW 10MW10kW
Tem
pera
ture Hig
h6
00
°C-1
20
0°C
Low
60°C
-120
°C
PEMFC
SOFC
MCFC (Fuel Cell Energy)
PAFC (United Technologies)A
pplic
ati
ons
Incre
asin
g h
eat
manag
em
ent
req
uire
ments
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October 2010
Ballard leadership in PEM fuel cells is based on -
Portfolio of proven commercial solutions Fuel cell stacks, power modules and systems
Strong delivery capabilities Access to over 2,000 patents and licenses
High volume manufacturing facility
SI & channel partnerships
100MW+ of fuel cell products shipped
Developing a global customer base -
Ballard: Putting Fuel Cells to Work
Backup PowerSupplemental
PowermCHP
Distributed Generation
BusMaterial Handling
System Integrators/OEMs
Downstream Customers
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October 2010
Backup & Supplemental Power
Initial focus on telecom
Addressable market: ~$1B+
Compelling value proposition
Channel access primarily through system integrators
P A G E 5
z
Recent Progress - Dantherm Power acquisition to accelerate
backup power market development Deployment of Dantherm Power systems in
Wind Mobile network IdaTech sale of 100+ systems to Hutchinson
Telecom in Indonesia FuelWorksTM established to advance fuel
processing technology
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October 2010
Exclusive stack supplier to Plug Power….clear market leader
Addressable market –
Plug Power indicates ~380,000 trucks of an installed base of 1.7M trucks in N/America (market potential >$1.5B)
Focus –
Battery replacement in N/American high-volume distribution centers & manufacturing facilities
P A G E 7
Material Handling
Recent Progress – Extension of supply agreement with Plug Power through 2014, with
mutual exclusivity for North America Plug Power sales to Walmart, Sysco, Whole Foods, Coca-Cola Year-to-date shipments are 3x full-year 2009 shipments Plug Power distribution agreement with Raymond Corporation
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October 2010
Zero-emission public transit
Government supported programs
Canada, UK, Brazil, Germany, USA, The Netherlands
Channel access through bus OEM’s and system integrators
P A G E 8
Bus
Recent Progress – World’s largest fuel cell bus fleet deployed in Whistler, BC;
~450k km's (~275k miles) accumulated Sales to APTS in The Netherlands and SunLine Transit Agency
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October 2010
Distributed Generation
Addressable market: ~$3B+ (based on ~1,000 MW of by-product hydrogen…ie. sufficient to power ~800k-1M homes for a year)
Focus on chemical plants (where there is by-product hydrogen available and a feed-in tariff program in-place)
P A G E 6
Recent Progress – Completion of 1 MW factory acceptance test of a DG
system for FirstEnergy First by-product hydrogen powered fuel cell generator in
California
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October 2010
Why Fuel Cells? Matrix of Applications
* Comparative cost of energy on a $USD/MWh basis, that takes into account the installed system price and associated costs such as financing, land, insurance, transmission,
operation and maintenance, and depreciation, among other expenses.
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October 2010
Solution for Distributed Generation
Power Scaleable in 1MW increments
Packaging Self contained ISO container
Fuel efficiency 48%, based on LHV
Availability 95%
Output Heat Load 1400 kW
Lifetime 20 years
SitingSelf-contained power modules,simple integration with plant
Product differentiation: Zero-emission power production
Compact & scalable
Efficient, reliable and safe
Fast start-up and low temperature
Rapid response to changes in power demand
Durable across wide variety of duty cycles
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October 2010
Sell clean electricity to utility
Primary Product
Provide electricity to Plant
Operating cost savings / carbon emissions offset
Revenue ($) from Feed-in Tariff
Hydrogen Electricity
By-Product Hydrogen
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October 2010
Remote Communities
solar hydro
electrolyser
hydrogen storage
remote community
CLEARgen™
wind
H2
clean energy
electricity
Diesel Generator
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October 2010
Demonstration Projects
1MW fuel cell system for peak load management. First large scale reference site
Demonstration Project: 100kW fuel cell system for remote community – Bella Coola HARP Pilot Project
163kW fuel cell system to use by-product hydrogen at K2 Pure Solutions bleach production plant in California
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October 2010
Summary
Positive environmental impact of fuel cells
Reduced GHG emissions by 31,000-to-116,000 tonnes through 2025
Smart Grid roll-out will be supported by fuel cell-based distributed generation deployments
Unreliable power grids will be augmented by fuel cell supplemental power solutions
Hydrogen + fuel cells …. key contributor to the future clean energy landscape
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COPYRIGHT © 2010 BALLARD POWER SYSTEMS INC. ALL RIGHTS RESERVED
B A L L A R D P O W E R S Y S T E M S
A CLEAN ENERGY GROWTH COMPANY TSX: BLD NASDAQ: BLDP
Thank you!
Utilizing Renewable Energy Resources for
Distributed Power
October 2010