Hydrogen; Fuelling our Future Graham Cooley, ITM Power

Hydrogen; Fuelling our FutureGraham Cooley, ITM Power

ITM POWER | Investor Presentation, June 2010ITM POWER | A Clearer Future Conference 2010

ITM Power plcHydrogen: Fuelling Our Future | 22nd Sept 2010Dr Graham Cooley, CEO

ITM POWER | A Clearer Future Conference 2010

"I've got my hydrogen fuel cell car and…. it's great,but you have to find a hydrogen filling station.”

Jay Leno, The Sunday Times 12/9/10


ContentsIntroductionThe Need for a Clean FuelThe Case for Hydrogen FuelHydrogen Refuelling

InfrastructureSummary


ITM Power plcHydrogen: Fuelling Our Future | 22nd Sept 2010Dr Graham Cooley, CEO

Company Positioning

Energy Storage | Clean FuelEssential Technology & Systems• Harnessing Renewable Energy• Producing Green Hydrogen• Regeneration of Power• A Zero Carbon Footprint Fuel

• Drivers for a Clean Fuel

• Acceptance is now mainstream• Decreases dependence on fossil

fuels• Decarbonizes transport• Improves air quality

Hydrogen Fuel


Greenhouse Gas Emissions

World vehicles per 1000 people

The Case for Hydrogen Fuel

ITM POWER | Open Day PresentationITM POWER | A Clearer Future Conference 2010

• Hydrogen Cars • Serious Traction envisaged around

2015• Air quality may drive early adoption• Commercial fleet early adoption

Hydrogen Fuel Cell Vehicles

2010 2011 2012 2013 2014 2015 2018 2020

Ramp upPurpose design FC

hybrid vehicles

Trials, conversion design cars and niche vehicles

Potential trickle to London

10,000/yr per manufacturer

2010 2011 2012 2013 2014 2015 2018 2020

1000/yr 10,000/yr 100,000/yr

100,000/yr 250,000/yr10,000/yr100

200 1000 Commercialisation

1000/yr >100,000/yr

Daimler

GM

Honda

Hyundai

200

• Hydrogen Cars – 2010

• Every major OEM has launched

• Honda FCX Clarity • Chevrolet Equinox• Toyota FCHV

Hydrogen Fuel Cell Vehicles

GM’s E-Flex System comes in two versions

EV and Hydrogen CarsEvery major OEM has launched a

Hybrid

• A hydrogen vehicle is an EV

• The King review caused confusion

EV and Hydrogen Vehicles

Hybrid EV

Hydrogen Vehicle

GM’s E-Flex System comes in two versions

EV and Hydrogen CarsEvery major OEM has launched a

Hybrid

• A hydrogen vehicle is an EV

• The King review caused confusion

EV and Hydrogen Vehicles

Hydrogen Vehicle

• ITM Power HICE Ford Focus

• A Pragmatic Stepping Stone• Low cost• Uses existing technology• Breaks the ‘chicken and egg’

scenario

Hydrogen Internal Combustion Engine (HICE)

Vehicles

Hydrogen Refuelling | Infrastructure


• Hydrogen Infrastructure • Germany leads the way• FC Vehicle LoI signed 2009

• H2 infrastructure MoU signed 2009

• 1,000 refuelling stations by 2015


• 2015 commitment to FC vehicle roll out in Germany• Letter of understanding signed 2009

• H2-mobility project for infrastructure in Germany• MoU signed 2009

• Brown Hydrogen • Based on reformed natural gas• Burning gas once removed• Loss in transport• Transported by diesel


• HPRU – 2009• Stationary High Pressure Refueller • Rapid cascade refuelling at 350 bar• Flexible and modular• One of only four refuellers in the UK• The only Green Hydrogen refueller in

the UK


HPRU – 2009Stationary High Pressure Refueller

• Rapid cascade refuelling at 350 bar

• Flexible and modular

• One of only four refuellers in the UK

• The only Green Hydrogen refueller in the UK


• UK Hydrogen Fuelling Infrastructure

• Birmingham | Loughborough | Sheffield • UK have announced London 2012• Welsh M4 project• UK needs a flexible infrastructure• UK HyNet and Cenex


• HFuel® – 2010 • Hydrogen Fuel infrastructure unit• HFuel 15kg/day, rapid cascade refuelling at 350

bar• Flexible, modular and transportable refuelling unit• Targeted at the urban commercial fleet market• Part funded by TSB


Revolve HICE Ford Transit vansHydrogen Internal Combustion Engine Transit

Vans• Van costs £13k + VAT • Van conversion £12k + VAT (100 off)

Hydrogen Refuelling | HICE Vans

The HOST ProgrammeHydrogen On-Site Trials

Hydrogen Refuelling | HOST

The HOST ProgrammeHydrogen On-Site Trials• DHL Supply Chain• Scottish Water• Stansted Airport• Forestry Commission• Sheffield City Council• Camden Council• More to come …….

Hydrogen Refuelling | HOST


Personal Transport

ITM Off Grid Hydrogen Home:• Places a high priority on the building’s

energy systems• Design and integration expertise• Serving energy demands for CHP• Cooking and home vehicle refuelling

Hydrogen Refuelling | Home

• Green Box – 2008 • A pioneer in the field since 2008• 1kg/day prototype • 8 hour refill• Designed as a home refueller• Product format did not gain traction

Hydrogen Refuelling | Pioneering Work

• HPac, HFill, HFuel – 2011 • An integrated product range from home refuelling to mobile infrastructure units


• HFill® – 2011 • Home refueller for coupling to embedded

renewable energy• Developed in a mature legislative

environment• Services for the 700 bar adopted standard• Aligned with a highly distributed model• Collaboration with Next Energy


• Honda Solar Hydrogen Station • A shared vision• Honda FCX Clarity arrived in the UK 14th Sept 2010• Honda calls for a UK hydrogen infrastructure



Summary• Green hydrogen is a zero carbon

footprint fuel• No government support• UK pioneers• Overtaken by Germany & US• Huge opportunity


ITM Power plcHydrogen: Fuelling Our Future; 22nd Sept 2010Dr Graham Cooley, CEO

Documents

Hydrogen; Fuelling our Future Graham Cooley, ITM Power