FUTURE HYDROGEN PRODUCTION SUPERGEN, BIRMINGHAM, 18 TH OCT 2011 ITM POWER DESIGNS AND MANUFACTURES HYDROGEN ENERGY SYSTEMS FOR ENERGY STORAGE AND CLEAN.

FUTURE HYDROGEN PRODUCTIONSUPERGEN, BIRMINGHAM, 18TH OCT 2011

ITM POWER DESIGNSAND MANUFACTURES

HYDROGEN ENERGY SYSTEMSFOR ENERGY STORAGE AND

CLEAN FUEL PRODUCTION

"I want to drive to my local petrol station and fill up with 50 litres of wind...“

Peter Hoffmann

Contents

• Positioning

• Trials

• Products

• Technology

• The Proposition

• Outlook

ITM POWER DESIGNSAND MANUFACTURES

HYDROGEN ENERGY SYSTEMSFOR ENERGY STORAGE AND

CLEAN FUEL PRODUCTION


Energy is the largest global market

• Market being completely overhauled

• Complete energy supply-chain rethink

• Colossal global capital investment

BUSINESS PROPOSITIONENERGY STORAGE | CLEAN FUEL

PROBLEM | OPPORTUNITY

“Climate change is an opportunity. It isn't necessarily a burden. … This way of thinking - of focusing on the costs and not the opportunities has contributed to getting us bogged down.”

Joseph Stiglitz

Energy storage is the missing link

• Essential for energy sector decarbonisation

• Electrifying transport

• Electrifying heat

• Power | Transport | Heat

• Optimising energy systems

MISSING LINKENERGY STORAGE | CLEAN FUEL

ENERGY STORAGE

POSITIONING

HYDROGENENERGY STORAGE

HYDROGEN TRANSPORT FUEL

UK has the best wind resources in Europe

• Third best in the world

• Entering phase three construction in UK

• The problem is matching supply and demand

• The system needs energy storage

• Denmark is a case study

POSITIONINGENERGY STORAGE | CLEAN FUEL

WIND ENERGY: THE UK

Key study by CEPOS Sept 2009

• 20% of its capacity is wind

• Can only meet 5% of its demand

• Negative electricity prices

• 50% is exported to Sweden and Norway

• The report calls for energy storage


WIND ENERGY: DENMARK

First ‘Constrained Off’ events in the UK

• Stranded wind

• Payments are 20x the electricity price

• Costs passed on to the UK customer


WIND ENERGY: THE UK

Electricity cannot be easily stored

• Renewable power cannot be scheduled

• Balancing supply and demand

• The system needs energy storage

• Power to hydrogen is 70% efficient

• Hydrogen can be stored

• Hydrogen is an energy vector


THE PROBLEM

Production of hydrogen controlled by the electricity companies

• Balancing supply and demand

• Control shifts to the demand side

• HFuel can be controlled remotely

• Switched on/off by the power company

• On site fuel production


THE SOLUTION

On-site production of hydrogen from renewable power

• Zero carbon in its production

• Zero carbon in its transportation

• Zero exhaust emissions


A TRIPLE ZERO FUEL

Energy storage market growth will track renewable energy deployment

• €10bn annually by 2020

• Strong first mover advantage

• Oil industry is $3tn annually

• Fuel industry is multi trillion.


THE OPPORTUNITY

Utilisation of renewables is held back by lack of energy storage solutions

• Early adoption markets

• Island energy systems

• Off grid energy storage

• €25bn to 2030

ENERGY STORAGE | CLEAN FUEL

THE OPPORTUNITY

THE MARKET

HOST

THE UK’S LARGEST CROSS SECTOR HYDROGEN TRIAL

The UK’s largest cross sector hydrogen trial

• 21 commercial partners

• Balanced across 7 industrial sectors

• Launched at London Stansted Airport

• 9 trials completed to date

• Sale of trial to Carillion plc.

HOSTHYDROGEN ON SITE TRIALS

TRIAL PARTNERS

The 9 trials to date have been very successful

• HFuel showed 100% availability

• 45kg of hydrogen produced

• At a rate of 56kWhrs/kg

• Efficiencies up to 69.5% (average 65%)

• Breakeven electricity price 6.5p/kWhr (HICE)

• A fuel cell vehicle would be even better!


TRIAL RESULTS


FUEL ECONOMICS

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10

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0.0001 0.001 0.01 0.1 1 10 100 1000 10000

Market size (TWh / yr)

Fuel

pri

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/ li

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quiv

.) Military Fuel

Remote Industrial

Automotive

Islands

15 kg/day (Current)Power at 15p/kWhr

50 kg/day (HFuel)Power at 5p/kWhr

Subsidised Automotive

PRODUCTS

FROM TECHNOLOGY DEVELOPER TO PRODUCT SUPPLIER

A mobile hydrogen production and dispensing unit

• 15kg/day; 3 van capability today

• 50kg/day; next offering for UK

• 100kg/day; 700bar for German market

PRODUCTSFROM TECHNOLOGY TO PRODUCTS

THE HFUEL PRODUCT

Clean transport fuel is a very big win

• 350 and 700bar operation

• Car | Fleet | Infrastructure

• 100kg/day; 260kg storage

• Target the German market


THE BIG WIN

Clean transport fuel is a very big win

• 350 and 700bar operation

• Car | Fleet | Infrastructure

• 100kg/day; 260 Kg storage

• Target the German market

• German €2.6bn commitment

• 2013 to 2015 vehicle rollout


THE BIG WIN

Three CE marked early revenue products

• HFlame

• HBox

• HPac

SMALL PRODUCT RANGE


Three UK Universities trialling products

PRODUCT TRIALS


Product Birmingham Glamorgan Nottingham

HFlame

HBox x x

HPac x

HFuel x x

Product compliance is now an area of considerable expertise

COMPLIANCE


TECHNOLOGY

HYDROGEN ENERGY SYSTEMS FORENERGY STORAGE AND CLEAN FUEL PRODUCTION

Customers buy products which are complete systems

• Power system

• Water system

• Gas system

• Control and communications system

• At the heart of each system is a stack

HYDROGEN ENERGY SYSTEMS

TECHNOLOGYHYDROGEN ENERGY SYSTEMS

An electrolyser stack is at the heart of every hydrogen energy system

• Efficiency

• Response time

• Scale

• Pressure

• Cost

CORE TECHNOLOGY


No moving parts; instantaneous response

• Direct coupling to renewable at high efficiency

• Autonomous operation; off grid compatibility

• Ability to generate hydrogen at very low power levels

• No moving parts for high reliability

PASSIVE ELECTROLYSER


DIRECT COUPLING


0

200

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600

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1200

0

200

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06:00 08:00 10:00 12:00 14:00 16:00 18:00 20:00

HB

ox

Po

we

r (W

)

Irra

dia

nc

e (

W m

-2)

Irradiance

HBox Power

HOME REFUELLER

A 700bar single car home refueller

• Using a 200bar electrolyser

• Funded by the US DoE

• An 8 OEM consortium


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FUEL SECURITY

AN END TO OURRELIANCE ON FOSSIL FUELS

A LOW CARBON ENERGY SYSTEM

DECC 2050 Pathways Analysis:

• Online access | 252 page analysis document

• Reference case + six major scenarios

• No modelling of energy storage or hydrogen production

UK GENERATION

FUEL SECURITYAN END TO OUR RELIANCE ON FOSSIL FUELS

Hydrogen cars are EV’s but with some significant advantages:

• Refuelling time: 3mins

• Range: 400 miles

• High efficiency

• Energy controlled by the grid not customers

• Roll out in Germany | Japan | USA

HYDROGEN CARS


Developing high power density fuel cell MEA’s for the automotive sector

• Highest known power density

• 5.5W/cm2 on Oxygen

• 2.1W/cm2 on Air

• Enthusiastic OEM engagement

• At the sample evaluation stage

FUEL CELL MEA’S


Significant government engagement has started

• Meetings with David MacKaye and Greg Barker

• HFuel visit Greg Barker, Boris Johnson and Kit Malthouse

• Company visit by Nick Clegg

• Hydrogen now in DECC’s strategic technologies list

AWARENESS IN UK


OUTLOOK

UNIQUE TECHNOLOGYPRODUCT REVENUESRAPIDLY DEVELOPING GLOBAL MARKETFIRST MOVER ADVANTAGE

Outlook

• Renewable power needs energy storage

• Hydrogen is a ready to deploy technology

• Adoption of hydrogen is accelerating

• Good progress developing commercial relationships

• Early revenue streams developing

• A huge opportunity for the UK

UNIQUE TECHNOLOGYPRODUCT REVENUES

RAPIDLY DEVELOPING GLOBAL MARKET

FIRST MOVER ADVANTAGE


FUTURE HYDROGEN PRODUCTION SUPERGEN, BIRMINGHAM, 18 TH OCT 2011 ITM POWER DESIGNS AND MANUFACTURES HYDROGEN ENERGY SYSTEMS FOR ENERGY STORAGE AND CLEAN.

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