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A CLEAN ENERGY GROWTH COMPANY TSX: BLD NASDAQ: BLDP
October 2010
Utilizing Renewable Energy Resources for
Distributed Power
Larry StapletonVice-President, Sales
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
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
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
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
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
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
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
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
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
October 2010
Why Fuel Cells? Matrix of Applications
* Comparative cost of energy on a $USD/MWh basis, that takes into account the installed system price and associated costs such as financing, land, insurance, transmission,
operation and maintenance, and depreciation, among other expenses.
October 2010
Solution for Distributed Generation
Power Scaleable in 1MW increments
Packaging Self contained ISO container
Fuel efficiency 48%, based on LHV
Availability 95%
Output Heat Load 1400 kW
Lifetime 20 years
SitingSelf-contained power modules,simple integration with plant
Product differentiation: Zero-emission power production
Compact & scalable
Efficient, reliable and safe
Fast start-up and low temperature
Rapid response to changes in power demand
Durable across wide variety of duty cycles
October 2010
Sell clean electricity to utility
Primary Product
Provide electricity to Plant
Operating cost savings / carbon emissions offset
Revenue ($) from Feed-in Tariff
Hydrogen Electricity
By-Product Hydrogen
October 2010
Remote Communities
solar hydro
electrolyser
hydrogen storage
remote community
CLEARgen™
wind
H2
clean energy
electricity
Diesel Generator
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
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