hydrogen energy stations: the value proposition · the value proposition june 23, 2003. randall...
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PEI Wind-Hydrogen SymposiumHydrogen Energy Stations:
The Value PropositionJune 23, 2003
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Randall MacEwen, Vice President, Corporate Development
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Introduction to Stuart Energy
Who we are:Pioneer and world leader in design, marketing and delivery of on-site hydrogen infrastructure solutions based on water electrolysis
What we do: We design, build, integrate, sell and service Hydrogen Energy Stations – revolutionary products that use water and electricity (renewable or off-peak) to produce, store and deliver hydrogen on-site for high-value, emission-free fuel and power applications
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Stuart Energy Overview
Pioneered water electrolysis hydrogen generation technology and infrastructure concept in 1905
Founded Company in Toronto in 1948
Created world’s first solar-powered hydrogen fuel station in California in 1995
Built world’s first commercial hydrogen fuel station in 1998 for Vancouver’s Ballard fuel cell bus project
Raised $150M in IPO on TSX in 2000 – ticker symbol HHO
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Stuart Energy Overview
Formed Stuart Energy-Cheung Kong Infrastructure (CKI) joint venture company in Hong Kong in 2001Introduced new Hydrogen Energy Station product line in 2002 Completed $42M acquisition of Belgian electrolysis company Vandenborre Technologies in 2003Offices in Canada, United States, Belgium, Hong Kong, China and IndiaInstall base of 1,100 systems in 100 countries
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Global Install Base
Installed Hydrogen EnergyStations (Industrial)
Installed Hydrogen EnergyStations (Industrial)
Installed Hydrogen EnergyStations (Fueling and Power)
OrderedHydrogen EnergyStations (Fueling and Power)
Installed Hydrogen EnergyStations (Industrial)
Installed Hydrogen EnergyStations (Fueling and Power)
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Strategic Partners
Product and market development partners:
CKI for Asia Pacific hydrogen infrastructureFord for transportation and distributed power products United Technologies for PEM electrolysisToyota for transportation products World’s largest merchant gas companies for global industrial markets
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Convergence of OpportunitiesGlobal Drivers
Energy securityClimate changeAir qualityConsensus: Hydrogen is energy “end game”
Stuart EnergyViable mission & strategyStrategic partnershipsTrusted brand & productsGlobal market leaderStrong IP position
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Energy Security DriversProved oil reserves at end 2001(Thousand million barrels)
Source: BP Statistical Review of World Energy 2002
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Climate Change
Global issue – over 100 countries have ratified Kyoto AccordCarbon dioxide accounts for over 82% of global Green House Gas emissionsTransportation is major source of CO2 emissions
Source: U.S. EPA
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Air PollutionAir pollution and urban smog in major cities worldwideTransportation emissions single largest contributing factor
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HES Value Proposition
Our Hydrogen Energy Station (HES) enables a paradigm shift in energy production, distribution and consumption:
HES is a fully-integrated, turn-key solutionHydrogen infrastructure solutions transform low value electricity into stored, high value energy for on-demand useHES product portfolio creates scalable, distributed solutions for industrial gas, vehicle fuel and power generation applicationsSolutions specifically address the triple threat of energy security, climate change and air pollution
Solves the “Chicken and Egg” infrastructure dilemma
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Back-Up Power System
Industrial Applications
Community Fueling
Home Fueling
Fleet Fueling
Our Vision:To create the world’s leading distributed network of integrated hydrogen generation, storage, fueling and power solutions.
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Optimizing Wind Power
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HES: Turn-Key Solution
Control Panel
Storage module
Hydrogen Generation and
compression module
Dispenser module
Generator Set Modules
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Stations Delivered Worldwide
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Upcoming Stations
MalmoStockholm
Barcelona
Amsterdam
Hong Kong
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HES Wind-Hydrogen Model
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PEI Wind-Hydrogen Economy
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PEI Wind-Hydrogen Economy
Benefits for PEI:Energy self-sufficiencyReduced GHG emissionsPromote economic development
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Termination of Meeting