NATURAL GAS FUEL. Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable. The Logical Choice For Private & Public Fleets. Mark R.

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1 Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable NATURAL GAS FUEL The Logical Choice For Private & Public Fleets Mark R. Watkins Business Development Manager Northern California

2 Why Invest in Natural Gas Vehicles? Energy independence for America (Domestic) NG is available today & tomorrow (Abundant) NG significantly reduces air pollution (Cleaner) RNG can be produced from bio-waste (Renewable) Significantly reduces noise vs Diesel (Quieter) Price protection for the bottom line (Cheaper) $$$$$ 2

3 Natural Gas Is Pipelined Throughout the U.S. 3

4 Natural Gas is Domestic and Abundant 98% Supplied from the U.S.A. and Canada Non-Renewable Sources (2,074 TCF) Renewable Sources (1,750 landfills) Centuries of N. American reserves ~ 85% U.S. ~ 10% Canada ~ 2% Mexico Gas wells, Coalbed methane shale basins * Source: WGI Sep.2 09,p8 Landfill Gas (Bio-Methane) Digester Gas: Dairy Farms / Cattle Feedlots Sewage Treatment 4

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6 EPA s HD Engine Emissions & Fuel Requirements Diagram courtesy of Steve Yborra 09/2011 Cummins-Westport 9 Liter 0.1 NOx & PM since

7 Fleets With NG Gain Economic Edge Diesel Gasoline CNG US Energy Information Administration (EIA) says the savings by using natural gas vs. gasoline or Diesel as a transportation fuel is forecasted to increase in the coming years Fleets that adopt NG earlier will have a significant competitive advantage over alternatives (fuel cost/mile) to those sticking with Diesel 7

8 Compressed Natural Gas (CNG) Stations Supplies light, medium, and heavy-duty vehicles NG psi) delivered by pipeline to station NG dried to < 7 lbs/mcf moisture content NG compressed (in 3-4 stages) up to 4,500 psi Fast-fill station (fills in minutes) or Time-fill station (fills in hours) In either time- or fast-fill, CNG is dispensed through compression fitting 8

9 What is Liquid Natural Gas (LNG)? Why us LNG in Trucking & Shipping? Natural Gas -259 deg F & -260 deg F Fuel Tank Size: LNG has 2x the energy as same size CNG tank NG is liquefied, distilled, & stored in large cryogenic vessels Trucked, Shipped or Railed Regionally / Globally LNG Dispensing typically faster than CNG Video: LNG Properties: 9

10 Clean Energy Fuels Corporation Founded in 1996 T. Boone Pickens & Andrew J. Littlefair Largest provider of vehicular natural gas (CNG & LNG) in North America > 122MM GGE sold in 2010 vs 101MM in 2009 & 73.5MM in 2008 Full Service & Integration Design, permit, build, monitor, maintain NG stations Purchased IMW (NG compressors, dispensers, etc) Purchased Northstar (LNG systems) Purchased BAF Technologies (light-duty & medium-duty) Own & operate landfill gas production Financing, grants and tax credit assistance Publicly-Traded as CLNE on NASDAQ Headquartered in Seal Beach, CA 10

11 Clean Energy N. America s Largest Natural Gas Fuel Provider > 600 Fleet Customers > 25,000 Natural Gas Vehicles > 275 Natural Gas Fueling Stations Compressed Natural Gas (CNG) Liquefied Natural Gas (LNG) Taxis Work Trucks City Buses Heavy-Duty Regional & Long-Haul Trucking / Ports Airport Shuttles Medium- and Heavy- Duty Regional Trucking LNG Tanker Trailer 11

12 BAF Technologies 2012 Products Dedicated CNG Products All 2012 EPA & CARB Certified Transit Connect Cargo Transit Connect Taxi E-250 or E-350 Van (Passenger or Cargo) F-250 or F-350 Truck F-450, F-550 or F-650 Truck E-450 or F-550 Cut-Away Shuttle 12

13 New Partnership Collins Bus Corp. and BAF Exclusive agreement CNG-powered Type A school buses Collins is Type A school buses market leader Will be a factory-produced CNG vehicle First product will launch in mid

14 Class 8 Natural Gas Trucks Chassis Freightliner Kenworth Peterbilt Volvo International Engines Westport GX 14.9 Liter based on Cummins ISX Dual-fuel, compression-ignition Up to 475 HP, 1,750 lb-ft torque Cummins-Westport ISL-G 8.9 Liter Cummins ISL 100% natural gas, spark-ignited Up to 320 HP, 1,000 lb-ft torque 2013: Cummins-Westport 11.9 Liter Cummins ISL 100% natural gas, spark-ignited Up to 400HP, 1,450 lb-ft torque Kenworth T800 & T440 Freightliner M2 Volvo TM2 Peterbilt 384, 386 & 388 International Autocar Yard Tractor Capacity Yard Tractor 14

15 Fine but where am I going to fuel?!?! 15

16 Existing Clean Energy Stations in the U.S. As of April 1,

17 California Private and Public-Access CNG & LNG Stations As of April 1,

18 Public-Access Clean Energy + PG&E CNG Stations - NorCal Elk Grove SFO 18

19 Strategic Positioning: Pilot Partnership Provides Station Real Estate Pilot s acquisition of Flying J Creates dominant fueling stop for over-theroad long-haul trucking Over 500 locations Presence on all Interstate lanes Relationships with all major fleets Clean Energy has exclusive right to build LNG stations with Pilot Flying J 19

20 By December 2012: Major Corridors Open 20

21 $450MM Investment In Infrastructure Chesapeake Energy: Nation s 2 nd largest producer of Natural Gas Investing $150MM in Clean Energy Funds ~ 150 truck fueling stations Funds issued in 3 tranches July 2011 thru June 2013 Additional Infrastructure Investors: $150MM from Springleaf & Lionfish Investments $150MM from Greenwich Asset Holding Ltd Links U.S. metro areas Metro area infrastructure already in development Chesapeake investment expedites U.S. trucking: Coast-to-coast, east-to-west, north-to-south For years the argument has been: If I see stations I ll buy NGV Tell us where you need Fuel Clean Energy is building the fueling network!!! 21

22 Next Steps For Fleet Owners Identify Fleet Hubs, Lanes & Fueling Requirements Return-to-base hub locations or current OTR refueling locations Lanes (hubs to destinations or continuation OTR) Miles per day per tractor x number of tractors returning to each hub or on each lane MPG & daily DGE fuel requirements per truck, hub and/or OTR station Refueling window (time of day to refuel, maximum idle / dispensing time) Clean Energy Evaluation of Optimum Refueling Station Time-fill CNG or fast-fill LNG or CNG Dedicated private station, public access station, private station with public-access lane Inquire with Vehicle OEMs About LNG / CNG Options Procurement, operations & maintenance cost of CNG or LNG vehicle vs Diesel Purchase vs Full-Service Lease options Establish Roll-Out Plan All-in replacement for aged fleets, transition 20% of fleet annually over 5 years, etc. 22

23 Natural Gas for U.S.A. Truckers Lower Cost Low Carbon Low Particles Low NOx Domestically Abundant For further information please contact: Mark R. Watkins Business Development Manager, Northern California (925) www. 23