Thursday 16th August, ITM Power attended the high level conference, ‘Investing in Future Transport’ at City Hall, London. ITM Power’s CEO Dr Graham Cooley delivered the keynote presentation and the Company also showcased HFuel, the on-site hydrogen generation station alongside Hyundai and their ix35 fuel cell vehicle which was available for ride and drives.

1. INVESTING IN FUTURE TRANSPORT
CITY HALL, 16 AUGUST 2012

2. INVESTING IN FUTURE TRANSPORT
CITY HALL, 16 AUGUST 2012
Contents
• Why Hydrogen Vehicles?
• Hydrogen: The Perfect Fuel
• Hydrogen Infrastructure Roll Out
• Major UK Projects
• Market Dynamics

3. WHY HYDROGEN
BEV
PHEV
FCEV

4. WHAT IS A HYDROGEN VEHICLE?
WHY HYDROGEN VEHICLES?
ENERGY STORAGE | CLEAN FUEL

5. WHY HYDROGEN VEHICLES?
ENERGY STORAGE | CLEAN FUEL

6. WHY HYDROGEN VEHICLES?
ENERGY STORAGE | CLEAN FUEL

7. WHY HYDROGEN VEHICLES?
ENERGY STORAGE | CLEAN FUEL

8. WHY HYDROGEN VEHICLES?
ENERGY STORAGE | CLEAN FUEL

9. PERFECT FUEL
HYDROGEN
ENERGY STORAGE
HYDROGEN
TRANSPORT FUEL

10. THE CHALLENGE
Electricity cannot be easily stored
• Renewable power cannot be scheduled
• Balancing supply and demand
• Required at small & large scale
• Energy storage required for long periods
• Represents major barrier to adoption of renewables
POSITIONING
ENERGY STORAGE | CLEAN FUEL

11. THE SOLUTION
Energy storage by DSM hydrogen production
• Modular, scalable and rapid response
• High conversion efficiency
• Ability to accommodate intermittent input
• Separates power from energy
POSITIONING
ENERGY STORAGE | CLEAN FUEL

12. A TRIPLE ZERO FUEL
On-site production of hydrogen from renewables
• Zero carbon in its production
• Zero carbon in its transportation
• Zero carbon emissions when used
• Lower cost than petrol at £5/kg
POSITIONING
ENERGY STORAGE | CLEAN FUEL

13. H 2 ROLL OUT
H 2 MOBILITY:
FUEL CELL CARS
INFRASTRUCTURE

14. FUEL CELL CARS: ROLL OUT DATES
Hyundai ix35 FCEV Daimler F-Cell Honda Clarity Toyota FCV-R
2013 2014 2015 2015
GM Opel HydroGen4 Nissan X-TRAIL FCV VW HyMotion Ford Explorer FC SUV
2015 2015 2015 2015
Audi A2H2 Daihatsu FCHV Mini MPV Mazda 5 Premacy Renault Scenic ZEV H2
2015 2015 2015 2015
FUEL CELL CARS
VEHICLES | ROLL OUT

15. NATIONAL H 2 MOBILITY INITIATIVES
The development of a national hydrogen plan
• 2009: Led by Germany and South Korea
• 2011: Japan and UK intention to follow
• 2012: Denmark and France getting going
INFRASTRUCTURE ROLL OUT
VEHICLES | ROLL OUT

16. Hydrogen Infrastructure; Pike Research; Dec 2011
H 2 MOBILITY: GERMANY
Entering the German market
• Phil Doran appointed MD
• TUV SUD expert report
• First permit to operate in Germany
Passed Passed Ongoing Completed
H 2 MOBILITY: GERMANY
ENERGY STORAGE | CLEAN FUEL

17. UK H2MOBILITY
The development of a national hydrogen plan
• To determine the infrastructure investment required
• 4 Gas companies
• 6 Automotive OEM’s
• DECC | BIS | DfT
• UK intention to follow Germany
INFRASTRUCTURE ROLL OUT
ENERGY STORAGE | CLEAN FUEL

18. UK
DEVELOPMENTS
MARKS & SPENCER
ECOISLAND

19. FUEL MARKETS & PROJECTS
Individual Depot Island Infrastructure
Vehicle Refuelling System Roll Out
CLEAN FUEL: MARKETS & PROJECTS
ENERGY STORAGE | CLEAN FUEL

20. M&S TRIAL
M&S Materials Handling Pilot Trial
• First trial of its type in the UK
• ITM supplied:
• 4 Fuel Cells Systems | 3 PPTs | 1 reach truck | HFuel
Rapidly growing early adoption market
• Walmart | Coca-Cola | FedEx
Owner Operator Vehicles Fuel Cells
CLEAN FUEL: M&S
ENERGY STORAGE | CLEAN FUEL

21. INFINTIUM FUEL CELL SYSTEMS
ITM Power | Exclusive European Distributor
• Enables ‘one stop’ offering
• New entrant in Europe
• Enables deals in the US
M&S TRIAL | TECHNOLOGY
ENERGY STORAGE | CLEAN FUEL

22. ECOISLAND
Hydrogen Energy Storage Smart Grid
• £2.4m TSB grant (£1.3m direct to ITM)
• First installation 100kg/day refueller
• Fleet of 20 vehicles
• Hydrogen balancing supply and demand
Power & Vehicles Control System Intelligence Wireless Vehicles Vehicles
CLEAN FUEL DEALS: ECOISLAND
ENERGY STORAGE | CLEAN FUEL

23. MARKET
ENERGY STORAGE
CLEAN FUEL
FUEL SECURITY

24. MARKET DYNAMICS
The market dynamics for hydrogen adoption
are now compelling
• Oil prices and fuel security
• The need for energy storage
• Stalling EV sales
Oil Energy Storage EV Sales
MARKET DYNAMICS
ENERGY STORAGE | CLEAN FUEL

25. PROBLEM | OPPORTUNITY
Energy is the largest global market
• Market being completely overhauled
• Complete energy supply-chain rethink
• Colossal global capital investment
“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
BUSINESS PROPOSITION
ENERGY STORAGE | CLEAN FUEL

26. INVESTING IN FUTURE TRANSPORT
CITY HALL, 16 AUGUST 2012