10/10/2018 Enel X Public EV Charging infrastructures and HPC Programs
10/10/2018
Enel XPublic EV Charging infrastructures and HPC Programs
10/10/2018 Confidential Property 2
Company overview
10/10/2018 Confidential Property 3
Evolution and achievements since 20141
Enel Group today
#1 private network operator globally
65 mn end users and 44 mn digital meters
20 mn free retail customers
#1 in Italy, Iberia and top 3 in Latam
#1 renewable operator
~40GW managed capacity2
47 GW thermal capacity
Highly flexible and efficient assets
+4.5 mn end users
+8.4 mn smart meters3
+6 GW
+80%
additional capacity
10 GW
capacity closure
+5 mn free customers
+20% electricity sold in
free market
Enel X
+5.7 GW demand response
Countries of presence4
0
200
400
600
800
1.000
1.200
2010 2015 2020 2025 2030
2025 implied
price
$96/kWh
2030 implied
price
$70/kWh
2017 implied
price
$209/kWh
10/10/2018 Confidential Property 4
Driver: Falling battery prices
Electric Vehicles Market
Note: Prices are an average of BEV and PHEV batteries and include both cell and pack costs. Cell costs alone will be lower. Historical prices are nominal, future ones are in real U.S. dollars.
Li-Ion Battery Prices drop as the technology driver
of EVs mass market
Falling battery prices are expected to undercut
gasoline cars by mid-2020s
Source: Bloomberg New Energy Finance Source: Bloomberg New Energy Finance
Observed price
18% learning rate
10/10/2018 Confidential Property 5
Driver: Renewable growth and flexibility
Electric Vehicles Market
The rapid growth in the use of renewables sources,
especially solar and wind power, has introduced an
increasing amount of non-programmable sources in
the power generation system
Source: EIA International Energy Outlook 2016
In order to maintain system reliability an increasing
amount electricity grid flexibility is required and this
is an opportunity for improving EV Customers TCO
Electricity grid is requiring more and more flexibility to face renewable growth
0
2
4
6
8
10
2012 2020 2025 2030 2035 2040
TWH
World net electricity generation by renewable sources
10/10/2018 Confidential Property 6
Result: Growth scenario
Electric Vehicles Market
Source: Bloomberg, Long - Term Electric Vehicle Outlook, 2018
Infrastructure gap
Customers TCOs
Car Offerings
must be addressed in order to boost the market
Million cars per year
• Electric vehicles would account for 55%
of new sales by 2040
• US will be a major market in the next
decade
• In EU, UK, Germany and France will
lead the market
0
10
60
30
70
20
40
50
204020352025 203020202015
China
Korea
Australia
Rest of World UK US
France
JapanRest of Europe
GermanyIndia
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A flexible end-to-end charging ecosystem
Our offering
What we offer are flexible, best-in-class, end-to-end smart charging
solutions delivering benefits to the entire EV value chain
10/10/2018 Confidential Property 8
Our solutions
10/10/2018 Confidential Property 9
Enel X e-Mobility ecosystem
An open system ensuring interoperability
Enel can be a full stack technology provider (incl. EVSE) or an aggregation technology provider
EVs
EVSE
EVSE back-end
Aggregation
Platform
JuiceBox
DC
DC Fast
Charger
JuiceBox
AC
Juice2GridJuicePole
AC
OEM back-endEnergy Front Office
& Markets Interaction
Customers
1 2
3
Not exhaustive
4
EVSE = Electric Vehicle Supply Equipment
10/10/2018 Confidential Property 10
A comprehensive portfolio of smart EVSE products
Our portfolio of EVSE products1
JuiceBox DCDC charging up to 40 kW
JuiceBox ACAC charging up to 22 kW
Juice2GridBidirectional DC up to 15 kW
Fast Recharge PlusAC charging up to 43 kW
DC charging up to 50kW
JuiceRollBidirectional DC up to 30 kW
JuiceLampAC charging up to 22 kW
JuicePoleAC charging up to 22 kW
Potential 43kW version
JuiceBoardRetrofit at PCB-level
JuicePlugRetrofit at socket-level
High Power ChargerDC charging from 150kW to 350kW
Smart stationseverywhere drivers need them
equipped with on-board connectivity and intelligence
enabling Vehicle Grid Integration
At home At work
On the goOff grid
30.000+ assets globally in operationsRoaming interfaces for
Mobility Service Providers to
access the public network
Infrastructure management
– Real time O&M services
– Charging stations availability
– Geographic Information System
Power grid data and control
Multi-vendor management
Customer management
– Direct payment
– Billing data control
Charging e-Roaming
10/10/2018 Confidential Property 11
A global Operation & Maintenance & Customer services platform
Our EVSE back-end
Our core services
Through connected assets we can provide our partners with security, reliability and scale
EMM Platform is our multi-tenant platform for running EVSEs global O&M duties at global level
2
10/10/2018 Confidential Property 12
A global Vehicle Grid Integration Aggregation platform
Our Aggregation Platform
Reserve Market
Demand Response
Capacity Market
Local Energy Optimization– PV Self Consumption
– Grid Connection minimization
– Real Time Market Pricing optimization
Our core services
Eliminating peak charges Increase Grid Reliability Manage Peak Demand & Renewables
EVs: the best type of grid resource to be monetized through JuiceNet Aggregation Platform
● Ultra-flexible
● Respond in seconds
● Zero capital cost
● Zero dispatch cost
3
10/10/2018 Confidential Property 13
A set of solutions to support the needs of all drivers
Our Customers Interfaces4
Charging management:
– Current state of charge
– Start/ Stop charge event
– Self-learning charge completion time
– Schedule charge event
– Plug reservation service
Multi-profile usage
Data monitoring
Billing and metering data
Our core services
Control, visibility and savings for
EV drivers charging at home
Easy and innovative customer
experience for public charging
A suite of benefits for
EV fleets charging
Customizable solutions to support
EV charging needs of all clients for
the best user experience
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What the market requires
E-Mobility
E-Mobility: two charging domains, one single customer journey
Develop public charging networks in order to
boost the development of electric mobility
remove infrastructures bottlenecks
reduce range anxiety
ensure interoperability
Develop private charging business in order to
provide private charging infrastructures + maintenance
enable vehicle grid integration services including smart charging
customize service offering on B2B and B2C level
Public charging Private charging
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Our Value Proposition
Enel X EV Public charging
Asset Owner
2
Charge Point
Operator
(CPO)
3
Mobility Service
Provider
(MSP)
4
Equipment/
Technology Provider
1
Develops and owns the charging
station technology (IP)
Enel owns IP for EV charging
stations:
• from AC Type 2 3.7kW to AC
Type 2 22kW
• DC 50 kW for CCS and
CHAdeMO standards
• Currently no HPC
Owns the charging station(s)
Enel owns and invest into public
charging stations in Italy, Spain,
Romania and South America
Manages/ operates the charging
stations (incl. maintenance)
Enel developed an EVSE back-
end system (EMM Platform),
which offers:
• Asset operation & maintenance
• End-customer application
• E-roaming
• Multivendor management
Sells the charging services (and
other related products/ services) to
end users
Enel offers the following services
to the end users:
• Charging station localization
on map with navigation system
integrated
• Charging stations real-time
availability visualization
• Booking service
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Our partnership models
Enel X EV Public charging
Asset Owner*
2
Charge Point
Operator
(CPO)
3
Mobility Service
Provider
(MSP)
4
Equipment/
Technology
Provider
1
Other Mobility
Service Provider
(MSP) - OEM
4
Asset Owner
2
Charge Point
Operator
(CPO)
3
Mobility Service
Provider
(MSP) - OEM
4
Equipment/
Technology
Provider
1
Investment done by Enel
Access to a widespread
charging network
Charging Roaming
Joint commercial offers* also in co-investment
with other parties
Partnership-based business
First-class charging
technology and back-end
system access
Experience of Enel as large
infrastructure operator
The “Open CPO” model pursued by Enel will ensure a neutral, widespread public
charging infrastructure on which different MSPs can provide services
Benefits
Interoperable
Scenario in Italy, Spain, Romania, LatAm: Open CPO
Scenario in other markets
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Enel X EV Public charging in Italy
2022
3,000
14,000
11,000
2021
10,500
4,500
2,000
5,000
500
2018
6,000
2020
7,000
200
2,500
8,500
1,000
2019
2,700
Fast & Ultra Fast stationsQuick stations
Up to 230 M€ CapEX by end of 2022
Widespread
national
coverage
Our Italy Global
Project as framework
of all CEF projects
end Sept ‘18
1,600 installed
High Power Charging Stations in Italy – Pills
Cooperation program with
Enel X set a cooperation with IONITY
2years deployment of 20 HPC sites in Italy
350kW available for each CCS outlet
Enel X install and O&M the Italian Ionity network
Ionity CPO, Enel X as one of the MSPs
1st site planned in operation for Dec’18
1
e-Mobility
2 HPC
4 HPC
8 HPC
10/10/20185
E-VIA and CEUC project: UP TO 46 HPC
Our current role: three HPC EU funded projects
E-VIA FLEX-E1
• Study and Pilot test deploying HCP network for EV
• Submitted for CEF Transport 2016
• Coordinated by Enel with 3.4 M€ grant
• Enel grant 1.8 M€ for 8 HPC stations
• 14 HPC stations, 8 Italy, 4 Spain and 2 France. CCS and CHAdeMO
• Participation of Renault, Nissan and Verbund for studies
• Deployment on TEN-T core network, 1st in ITA Q1’19.
2 Central European Ultra Charging
• Compliance with CEF Regulation 1316/2013
• Core Network with emphasis on TEN-T corridors – Ensuring EU-wide
cohesion with pilot deployment in Czech Republic, Slovakia, Hungary, Bulgary
• Project Coordinator Verbund, 70 M€ project budget
• Enel grant 4.2M€ by EC and 10.6M€ low interest loan by Cassa Depositi e
Prestiti S.p.A. for 38 HPC sites 38 HPC
To be submitted for co-funding of up to 20% by the EC
through CEF Connecting Europe Facility
Budget: ~ 72 M€
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Objective
To enable the long-distance e-mobility travels in Italy, Spain and Romania,
strengthening the e-mobility uptake in local markets and incentivizing EVs
sales uptake through grants for mobile equipment
AMBRA – Electrify EuropeHPC will be part of the project: up to 20 station planned in ITA, SPA and ROM
Project duration:
Sept ‘18 – Dec ‘22
TEN-T CORRIDORS
Atlantic
Mediterranean
Rhine – Alpine
Scandinavian – Mediterranean
Baltic – Adriatic
Rhine – Danub
Orient – East Mediterrenean
Thank you
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