Fra Herning til Californien NEL Hydrogen Dr. Uffe Borup Number one by nature
H2 LOGIC HISTORIE De 4 grundlæggere: Mikael Sloth Jacob Krogsgaard Jesper Boisen Thomas Luckmann Stifter H2Logic på 2. år af ingeniørstudiet i Herning 2003 2
H2 LOGIC HISTORIE Historie af konstant udvikling i tæt samarbejde med ledende bilproducenter og energiselskaber H2 Logic stiftet 250bar brintstation udviklet og anvendt 700bar brintstation teknologi en af de første i verden Verificeret af Daimler Første H2Station CAR-100 leveret i København. En af Europas mest travle brintstationer med højest oppetid. Joint Venture with med OK og Strandmøllen om 4-5 brintstationer i Danmark. Merger med NEL Aftale med Proton 2003 2006 2008 2009 2011 2012 2013 2014 2015 2016 2017 Lavtryk brinttankning udviklet og testet 350bar brintstation. Brugt af Toyota, Honda, Daimler m.fl. til COP15 Lancering af H2Station CAR-100 Standardiseret brintstation Først til at implementere SAE- J2601 standarden. En global standard. Joint Venture med Air Liquide om 5 brintstationer i Danmark. Første leverance af brintstation til Shell i Hamborg. Teknologisamarbejde med Mitsubishi for det Japanske marked. California Heavy Duty Expansion 3
2006 BRINTTRUCKS PÅ HEV 4
ABOUT NEL HYDROGEN Pure-play and financially strong hydrogen company listed on the Oslo Stock Exchange ~100 employees in Denmark, Norway and California with world-class experience and skills Three divisions offering hydrogen technology and solutions for industrial and energy applications >850 hydrogen solutions delivered in 60 countries world wide since 1927 World #1 on hydrogen electrolysers and hydrogen fueling unrivalled performance and track-record HYDROGEN ELECTROLYSERS HYDROGEN FUELING HYDROGEN SOLUTIONS 5
NEL HYDROGEN FUELING Global leader within hydrogen fueling solutions for vehicles, first to adapt the newest fueling standards Delivered 40+ stations in 8 countries since 2003 Highest reported availability and innovative, in-house developed technologies High capacity, smallest footprint Flexible installation, smallest footprint 200-1000 kg/day, 10m 2 50 m from station, 1/3 size of normal dispenser Largest manufacturing facility 300 station per year capacity 6
NEL HYDROGEN SOLUTIONS Unified delivery of complex renewable hydrogen solutions Efficient system integration, project development and sales across segments Only provider of integrated solutions along the entire value chain: 1. FUELING NETWORKS Develop entire fueling networks, incl. renewable hydrogen Station capacity of 200 1000 kg /day Full service and maintenance Network monitoring services Heavy Duty Vehicle station solutions (300 6.000 kg/day) 2. RENEWABLE HYDROGEN & STORAGE SOLUTIONS Renewable hydrogen Production based hydro, wind or solar Large, medium or small scale Storage solutions and constant renewable supply 7
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Integrated hydrogen production and fueling 2.000 kg /day < 40/MWh < 3.5/kg < 5/kg 3x2.2 MW electrolysis Supply Compressors 400 kg Fueling storage XFMR+ Rectifier 1800 kg Supply panel Fueling Compressor Control Power Grid XFMR+ Rectifier XFMR+ Rectifier Indoor installation 20MPa Supply storage Fueling Compressor 400 kg Control Fueling storage Power from MV grid 6.6 MW electrolysis for 1455 m3/h H2 N+1 redundancy electrolysis hydrogen backup supply with trailer swap Redundant fueling capacity NEL provide a complete turn-key hydrogen solution. All services for installation, operation and maintenance are provided. CONFIDENTIAL Page 14 2016 Nel Hydrogen www.nelhydrogen.com
Cost continue to come down RE electricity cost continue down (wind / solar) The Electrolysers can follow the fluctuation of the wind and produce a storable fuel. Large opportunity for local renewable energy production and storage. < 2/kg H 2 Bulk CONFIDENTIAL Page 15 2016 Nel Hydrogen www.nelhydrogen.com
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CHEAP RENEWABLE = CHEAP HYDROGEN Use of H2 for Heavy Duty Vehicles (HDV) in preparation, great potential for emission reductions HDV requires large quantiles of H2 per day, gives solid business case for H2 infrastructure Renewable power at 20-30/MWh enables production of H2 at plant < 2/kg and < 3-5 /kg dispensed matching HDV diesel + 1.000 Busses/year <$30/MWh < 5/kg 500 Trucks/year 24 x NEL A-485 electrolysers 50MW 17
Number one by nature