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Hydrogen Just another fuel
Martin Borum Pedersen
Financial Director
December 2017
Nel ASA
• Global pure-play hydrogen company – facilities in Norway, Denmark and the U.S.
• >3500 hydrogen solutions delivered in ~80 countries world wide since 1927
• 200+ employees (Hydrogen Pioneers)
Hydrogen Electrolysers Hydrogen Fueling Hydrogen Solutions
Th
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bu
sin
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CONFIDENTIAL Page 3 © 2017 Nel Hydrogen | www.nelhydrogen.com
Solar Grid Wind
Nel Hydrogen Electrolysers – small to large scale
Small scale turn-key modulesUp to 600kg/day
TURNKEY ELECTROLYSER SOLUTION
Large scale plant solutionsUp to any capacity size
TAILORED ELECTROLYSER SOLUTION
Station Module DispenserHydrogen Fueling
storage
Hydrogen supply
storage
H2Station®
• Compact, flexible and reliable
• Designed for volume manufacturing for EU & USA
Fueling station modules
70MPa
35MPa
35MPa
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Have started production of H2Stations in our new plant
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• Production moved into the new facility over the summer
• Started production of first US stations mid-August
Why now?
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• Renewable electricity is becoming competitive = cheap Hydrogen
• Hyundai, Toyota and Honda have already started FCEV sales & lease in California.
• Hydrogen cars are available and affordable
• High global focus on zero-emission transportation
From 2017
Learn more at: www.toyota.com/fuelcell or www.hyundaiusa.com/tucsonfuelcell or http://automobiles.honda.com/clarity
$499/month lease(incl. hydrogen)
$349/month lease(incl. hydrogen)
$369/month lease(incl. hydrogen)
Record range and low cost achieved
• Range of >800 km
• Improvements from last generation:
• ~20% lighter fuel cell, ~10 % more efficient
• ~30% higher effect density
• >60% total (tank-to-wheel) efficiency
• Commercial launch in 2018
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Hyundai 2018 model FCEV: >800 km range (NEDC)
Initial production capacity of 3,000 vehicles annually
Toyota fuel cell concept vehicle Fine-Comfort Ride with
targeted >1000 km range
• Toyota targets 1,000 km range
• Includes artificial intelligence and automated
driving features
• Japan plans to increase the number of fuel-
cell vehicles to 40,000 by 2020, up from
today’s 2,200
CONFIDENTIAL Page 8 © 2017 Nel Hydrogen | www.nelhydrogen.com
Aalborg
Holstebro
Esbjerg
Aarhus
Vejle
Copenhagen
KoldingKorsør
H2Station®
Copenhagen Hydrogen Network A/S
Danish Hydrogen Fuel A/S 50%
1%
First country wide network in daily operation
• 10 stations in operation
• 50% of population within 15 km to nearest station.
• Having a network increases interest to introduce new FCEV’s
Collaboration with leading oil, energy and gas companies
• 6 stations with onsite electrolysis production.
• 4 stations with central production from Nel electrolyser.
Nel Electrolyser
Renewable power:
2015: 42%
2035: 100%
Showcase Denmark: First countrywide network
CONFIDENTIAL Page 9 © 2017 Nel Hydrogen | www.nelhydrogen.com
DENMARK2011-2016
NORWAY2016-2020
ICELAND2018-2020
10 H2Station® and
Hydrogen production
Up to 20 H2Station® and
Hydrogen production3 H2Station® and
Hydrogen production
CALIFORNIA2018-2019
Multiple H2Station® in San
Francisco and Los Angeles
H2Station® – Network roll-outs
CONFIDENTIAL Page 10 © 2017 Nel Hydrogen | www.nelhydrogen.com
H2Station® installed – Just as another fuel
Oslo, Norway – opened Nov. 2016 Rostock, Germany – installed Dec. 2016
Shell agreement
• Nel has contract with Shell for supply, construction and
maintenance of hydrogen stations San Francisco CA
• 14 H2Station® modules for 7 sites expected to be installed in
2018 and into 2019
• Shell has issued a request for information for additional 100
hydrogen stations to California
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Shell hydrogen stations in Northern CA
Initiatives from Shell in California
CONFIDENTIAL Page 12 © 2017 Nel Hydrogen | www.nelhydrogen.com
Targets & strategy for competitiveness 2020+ | Fueling CAR
Targets: Electrolyser and H2Station® turnkey price to be reduced to enable fossil parity.
Strategy: Forward pricing on Electrolyser and H2Station® for customers committing to high volume.
Electrolysis Distribution DispensingRenewables
$30/MWh <$7/kg$3,6/kg $1,2/kg $1,5/kg $0,7/kg + + + =
Margin Fossil parity
€40/MWh <€10/kg€4,4/kg €1,4/kg €3,2/kg €1,0/kg + + + =
$2,95/gallon gasoline
€1,17/liter gasolineexcl. VAT
53% electrolyser utilization (off-grid). 80% hose utilization.10 year depreciation. 10% profit at pump.
70% electrolyser and hose utilization.
10 year depreciation. 10% profit at pump.
Pollution – Public health – Fuel Cell busses
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Hydrogen Fuel Cell buses are environmentally-friendly vehicles for public transport: they generate no
emissions and have a reduced noise level.
1 FC bus will remove particles from 2 diesel trucks. Refueling in 5-10 minutes. Range >400km
CONFIDENTIAL Page 14 © 2017 Nel Hydrogen | www.nelhydrogen.com
H2Station® for bus fueling in Latvia
● Bus depo facility in Riga, Latvia
● Onsite reforming of natural gas.
● H2Station® for busses and cars.
● 70MPa: 200kg in 12 hours
● 35MPa: 300kg in 5 hours
● 10 busses and 10 trams
● Delivery: 2017
High capacity station for 20 busses – includes dispenser for car fueling
70MPa
35MPa
Hydrogen storage Station module DispensersReforming
CONFIDENTIAL Page 15 © 2017 Nel Hydrogen | www.nelhydrogen.com
H2Station® installation in Riga
CONFIDENTIAL Page 16 © 2017 Nel Hydrogen | www.nelhydrogen.com
H2Station® for bus fueling in Palm Springs (CA)
● Sunline facility in Palm Springs, California
● First integration Nel/Proton product offering
● 2MW PEM Electrolyser
● Two H2Station® for bus refueling
● Delivery: 2018
High capacity station for +25 busses
35MPa
Hydrogen storage Station module Dispensers
35MPa
PEM Electrolyser
Number one by nature
A 12m hydrogen city bus is competitivewith diesel, when it reaches:
350.000€ sales price
0,35c€/km in O&M
5€/kg Hydrogen
CONFIDENTIAL Page 18 © 2017 Nel Hydrogen | www.nelhydrogen.com
Price of Fuel Cell bus - Learning curve
-
200
400
600
800
1.000
1.200
1 10 100 1000 10000 100000
Bu
s P
ric
e in
10
00
EU
R
Cumulative Bus Shipments
Experience CurveFuel Cell Transit Bus
CHIC3EMotion
JIVEJIVE2
H2BUS
1000 busses
CHINA
20.000
busses
• From the first projects the price has come
down with every new demonstration project
• ~15% cost reduction from every doubling of
accumulated shipment (learning curve)
• Volume will drive down cost further.
• 1.000 busses needed to make last step to
make Fuel Cell busses commercial.
• At 20.000 busses FCV will compete with
current diesel bus cost. Room for tax on H2
fuel.
• *CHIC: http://chic-project.eu/
• *3Emotion: http://www.3emotion.eu/
• *JIVE: http://www.fch.europa.eu/project/joint-initiative-hydrogen-vehicles-across-europe
• *JIVE2: Upcomming
● Potential project of ~20 MW electrolysis
● Renewable hydrogen for multiple purposes:
• Replace fossil hydrogen used in refinery process
• Energy storage and power generation
• Hydrogen used directly for transportation purposes, fuel cell electric
busses and cars (FCEV’s)
● Other value streams:
• Oxygen used locally within refinery
• Heat used for city district heating
● Developed solution relevant in many other oil refineries
across the globe
Multi-value stream project in Denmark = cheap H2
Potential large scale energy storage project in Fredericia, Denmark
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Shell oil refinery in Fredericia, Denmark
Number one by nature
H2Bus Europe partnership1000 Fuel cell busses can be made TCO
competitive with Diesel!
100 busses in 10 European cities.
Who want’s to join?
Think big - Project development: 400MW renewable H2 plant
• GIGA factory concept for renewable hydrogen production
• Largest electrolyser plant ever designed
• Tied to renewable power
• Hydrogen possible in steel production
• Competitive with natural gas reforming
• 98-99% of today’s hydrogen is based on
fossil fuels.
Hyon – Joint Venture – One stop hydrogen shop
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CONFIDENTIAL Page 23 © 2017 Nel Hydrogen | www.nelhydrogen.com
Green Hydrogen for US trucking industry:
● NEL provide Engineering, Electrolysis, Fueling equipment, and Services.
● Station design:
First: 2 demo stations by 2018
Hereafter: 14 stations with 8 Ton/day capacity, scalable to 32 Ton/day
● Leasing of Nikola truck incl. fuel, cheaper than diesel truck.
NIKOLA – NEL agreement
H2Station for Nikola Motor – changing the trucking industry in the United States
Hydrogen – Just another fuel
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Q&A
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